Atlassian (US:TEAM) 量子位·2025-09-05 06:33Core Viewpoint - The acquisition of The Browser Company by Atlassian for $610 million marks a significant event in the AI browser market, with a focus on the newly developed AI browser, Dia, which aims to enhance productivity for white-collar workers [1][3][12]. Group 1: Acquisition Details - The Browser Company, known for its AI browsers Arc and Dia, was acquired by Atlassian for $610 million (approximately 4.3 billion RMB) [1]. - The acquisition was premeditated, with discussions between the CEOs occurring a year prior, initially focusing on the Arc browser rather than Dia [8][10]. - The Browser Company has raised a total of $128 million since its inception in 2019, with a valuation of $550 million last year [17][19]. Group 2: Market Context and Reactions - The acquisition has sparked skepticism among netizens regarding Atlassian's judgment, given that Dia has been in beta testing since its launch in June [5][6]. - Despite the skepticism, the acquisition is seen as a strategic move to secure necessary resources and distribution channels in a competitive AI browser market [22][23]. Group 3: Product Focus and Vision - Atlassian's founder, Cannon-Brookes, envisions Dia as a browser designed for operational efficiency rather than mere information browsing, aiming to integrate various tools and enhance user productivity [25][26]. - Dia is optimized for commonly used SaaS applications, providing contextual information to assist in daily tasks [27]. - The browser connects AI capabilities with personal work memory, facilitating better integration of applications and tasks [29].