Di Yi Cai Jing Zi Xun·2025-10-22 07:03Core Viewpoint - OpenAI has launched a new AI browser, ChatGPT Atlas, targeting Google's core search business, causing fluctuations in Google's stock price [4][5]. Group 1: Product Features - Atlas is positioned not just as a browser but as a step towards an agent-based internet, allowing users to interact with the web through dialogue [5]. - The browser integrates ChatGPT's search functionality, enabling real-time understanding of web content and interaction within the same page [5][6]. - Key features include the ability to execute complex workflows such as trip planning, restaurant reservations, and online shopping through the integrated agent mode [6][8]. Group 2: Market Impact - The introduction of Atlas is seen as a direct challenge to Google's dominance in the search market, as it combines traditional search capabilities with AI functionalities [9][11]. - Current market players like Comet, Dia, and Fellou are also exploring agent functionalities, indicating a competitive landscape in AI browsers [9]. - Google's Chrome browser holds a significant market share of approximately 70.25% in the global desktop browser market, with Microsoft Edge at 11.8%, highlighting the challenge Atlas poses to this established position [11].