Atlassian’s acquisition of The Browser Company (maker of Dia and Arc) raised a lot of questions. Here are five reasons why this may have been a great strategic move.
Pretty good take. Seems like OpenAI and Microsoft could both be developing agentic browsers though. Many laptops come with an AI mode, with a specific keyboard key dedicated to Copilot.
Where would Atlassian land then?
I use a Mac and a Windows laptop, both. Like having both to test out things.
Arc is helpful on the Mac but not as much on Windows since Microsoft has already built out those features (and some more). Loom is helpful on Mac, but not as much on Windows for the same reason. So, I get it if Atlassian could compete with Safari since Apple's unlikely to enter into the space. But Microsoft will compete.
Definitely. It will be a competitive space with multiple new entrants. OpenAI will likely go more after the consumer play. So Atlassian's differentiation here would be to build something specific to knowledge workers.
Thanks for featuring my post!
https://afewthoughts.substack.com/p/atlassian-bought-vibes-not-a-browser
Pretty good take. Seems like OpenAI and Microsoft could both be developing agentic browsers though. Many laptops come with an AI mode, with a specific keyboard key dedicated to Copilot.
Where would Atlassian land then?
I use a Mac and a Windows laptop, both. Like having both to test out things.
Arc is helpful on the Mac but not as much on Windows since Microsoft has already built out those features (and some more). Loom is helpful on Mac, but not as much on Windows for the same reason. So, I get it if Atlassian could compete with Safari since Apple's unlikely to enter into the space. But Microsoft will compete.
Definitely. It will be a competitive space with multiple new entrants. OpenAI will likely go more after the consumer play. So Atlassian's differentiation here would be to build something specific to knowledge workers.