据报道，OpenAI的浏览器有望在未来数周内上线，集成聊天界面和AI代理功能。若能获得其4亿每周活跃ChatGPT用户 的拥护，OpenAI或将对谷歌广告生态、Web数据流和搜索流量产生实质冲击。 硬·AI 作者 | 鲍奕龙 编辑 | 硬 AI OpenAI即将推出AI浏览器，旨在利用人工智能技术从根本上改变消费者的网络浏览方式，直接挑战占据 市场主导地位的谷歌Chrome。 7月9日据媒体报道，OpenAI的浏览器有望在未来数周内上线，集成聊天界面和AI代理功能。 若能获得其 4亿每周活跃ChatGPT用户的拥护，OpenAI或将对谷歌广告生态、Web数据流和搜索流量产生实质冲 击。 谷歌Chrome长期作为Alphabet广告业务的支柱，为广告精准投放和流量导向自有搜索引擎提供基础 数据。 01 AI驱动浏览器： 重新定义互联网入口 报道指出，OpenAI浏览器最大特色，是让用户在ChatGPT式本地界面完成部分交互，减少传统跳转网站 的行为。同时，浏览器将深度整合AI"代理人"（agent），可代表用户完成如预订、表单填写等操作。此举 旨在推动AI服务更深入个人与工作场景，加快AI与用户日常行为的天然融 ...

Core Viewpoint - The article discusses the emerging competition in the AI browser market, highlighting the launch of Perplexity's AI browser, Comet, and the anticipated entry of OpenAI into the same space, indicating a significant shift in how users interact with the internet [2][4][33]. Group 1: Market Dynamics - The AI browser market is becoming increasingly crowded with players like Google Chrome, Apple Safari, and new entrants such as Dia and FellouAI browsers [5][6][36]. - Google Chrome currently holds a dominant position with a market share of approximately 66% [6]. - Perplexity's decision to enter the browser market stems from a rejection by Google to set its search engine as the default, prompting the need to create its own browser to connect with users [26][29]. Group 2: Comet's Features and User Experience - Comet is designed as a super intelligent assistant, integrating deeply with user tasks across browsing, searching, and entertainment [8][11]. - The browser can automatically recognize content being viewed and allows users to ask questions without needing to open new windows or copy text [18][20]. - While Comet performs well with simple tasks, it struggles with more complex requests, requiring extensive permissions from users [21][22]. Group 3: Competitive Landscape - OpenAI is also developing a browser to compete directly with Google Chrome, aiming to enhance data collection for model training and personalization [34]. - New entrants like Dia and FellouAI are positioning themselves as "AI-native" browsers, attempting to redefine user experience and bypass traditional browser functionalities [36][37]. - Google is actively enhancing Chrome with AI features to maintain its competitive edge, despite the emergence of new players [39]. Group 4: User Engagement and Growth Potential - Perplexity reported a search query volume of 780 million in May, with a month-over-month growth rate exceeding 20%, indicating a strong user base that can be leveraged for Comet [30][31]. - The competition for the next-generation "super entry point" in digital interaction is intensifying, with various companies vying for user attention in the browser space [42].

Core Insights - OpenAI is set to launch an AI-driven browser aimed at fundamentally changing consumer web browsing, directly challenging Google's Chrome dominance [1][2] - The browser integrates a chat interface and AI agent functionalities, potentially impacting Google's advertising ecosystem and search traffic [1][2] - OpenAI's browser is built on Google's open-source Chromium project and aims to enhance user engagement and data acquisition for future innovations [2][3] Group 1: Product Features and Innovations - The browser will allow users to interact in a ChatGPT-like interface, reducing the need for traditional website navigation [1][2] - It will enable AI to perform tasks such as booking and form filling directly within the browser, significantly improving efficiency [2] - OpenAI has recruited former Chrome project executives to bolster the technical and strategic foundation of the new product [2] Group 2: Market Dynamics and Competition - Google's Chrome currently holds over two-thirds of the global browser market share, with more than 3 billion users, making it a formidable competitor [4] - The introduction of OpenAI's browser could challenge Google's data advantage and advertising business, which relies on deep user behavior insights [4] - The ongoing evolution of AI technology is shifting the browser competition from mere traffic distribution to control over user behavior data and downstream service capabilities [4] Group 3: Strategic Implications - The browser launch is part of OpenAI's broader strategy to find new growth avenues amid competition from Google and others [3] - OpenAI's acquisition of AI hardware startup io for $6.5 billion indicates a commitment to expanding its ecosystem beyond software [3] - The direct competition between OpenAI and Google is expected to reshape industry dynamics and value chains [5]

智东西5月13日消息，据彭博社等外媒报道，美国AI搜索引擎初创公司Perplexity正接近完成一轮5亿美元（现汇率约合36亿元人民币）融资， 由风险投资机构Accel领投。 融资完成后，公司估值将达到140亿美元（现汇率约合1008.01亿元人民币），虽然未及其早先设想的180亿美元目标估值，但相较于六个月前 的90亿美元估值仍实现了大幅增长，增幅达到50亿美元。 Perplexity成立于2022年，总部位于旧金山，致力于构建下一代AI搜索引擎，挑战谷歌在搜索引擎领域长达20年的主导地位。作为生成式AI领 域最受瞩目的创业公司之一，其在短短一年内估值从10亿美元飙升至30亿美元，再到如今的140亿美元，展现出强劲的发展势头。 然而，该公司也正面临来自谷歌和OpenAI在搜索业务上的激烈竞争。 01.对标谷歌与OpenAI，Perplexity推出新型浏览器 以及多位科技行业重量级人物，如亚马逊创始人Jeff Bezos、OpenAI联合创始人Andrej Karpathy、谷歌AI高管Jeff Dean、Meta首席AI科学家 Yann LeCun等。 据悉，此轮融资是Perplexity 18个月内完成 ...

图片来源： Unsplash Perplexity 以 140 亿美元估值接近完成融资。这家初创公司的估值经历了波动，去年从 10 亿美元跃 升至 30 亿美元，随后又在几个月内再次翻了三倍，但目前低于其最初设定的 180 亿美元目标。 Perplexity 已逐步将业务从付费 / 免费版搜索工具扩展到其他领域，包括计划推出名为 Comet 的浏览 器。知情人士称，投资者押注这款浏览器的成功——它旨在通过更强的个性化和任务导向性与谷歌 Chrome 展开竞争。 据一位知情人士透露，这家初创公司目前年经常性收入已达 1.2 亿美元，较三月份时的近 1 亿美元有 所增长。 参考资料 https://www.bloomberg.com/news/articles/2025-05-12/ai-search-startup-perplexity-nears-funding-at-14-billion-value? srnd=phx-ai https://www.theinformation.com/briefings/perplexity-discusses-fundraising-14-billion-valuati ...