2 1 Shi Ji Jing Ji Bao Dao·2025-10-22 06:01Core Insights - OpenAI has launched ChatGPT Atlas, a browser that integrates AI capabilities directly into the browsing experience, marking its entry into the core internet gateway market [2][3] - The CEO of OpenAI, Sam Altman, emphasized that AI represents a once-in-a-decade opportunity, aiming to rethink the nature and efficiency of web browsing [2] - ChatGPT Atlas features three main innovations: conversational browsing, browser memory, and agent mode, enhancing user interaction and personalization [2][4] Product Features - ChatGPT Atlas allows users to invoke AI assistance without switching pages, providing services like page summaries and content explanations through a sidebar [3] - The browser memory function records user browsing history to offer personalized suggestions, while the agent mode can perform tasks on behalf of the user, such as booking flights and editing documents [4] - The agent mode is currently in its early stages and is available only to Plus, Pro, and Business subscribers, while all users can access basic browsing features [4] Market Impact - The launch of ChatGPT Atlas poses a challenge to Google's Chrome, which currently holds a 71.77% market share with over 3.5 billion users [6] - Following the announcement, Alphabet's stock price fell by over 4%, indicating market concern regarding the competitive threat posed by OpenAI [5] - If OpenAI can convert even 10% of its existing ChatGPT user base, it could gain 80 million users, potentially surpassing Microsoft's Edge browser [6] Competitive Landscape - Other players in the AI browser market include Perplexity's Comet browser, which has gained traction with its chat-based search and task automation features [7] - Perplexity reported a monthly query volume of 780 million as of May 2025, reflecting a 20% month-over-month growth [7]