A new browser. It is big news. It's had an impact on the stock today.Mackenzie Sagalas is following that story and joins us now with more. Mac. >> So Scott, OpenAI has launched ChatGBT Atlas.It is a new web browser that puts AI front and center. Instead of toggling between tabs and a chatbot, Atlas actually brings chat GBT directly into the browsing experience. There's personalized browser memories, and you can highlight text to get summaries, ask follow-up questions, and get help with tasks like booking a ...

Core Viewpoint - OpenAI has launched a new web browser called ChatGBT Atlas, which integrates AI into the browsing experience, posing a competitive threat to Google's dominance in the browser and search markets [1][4]. Group 1: Product Features - ChatGBT Atlas allows users to interact with a chatbot directly within the browser, eliminating the need to switch between tabs [2]. - The browser includes personalized memories and features that enable users to highlight text for summaries, ask follow-up questions, and receive assistance with tasks such as booking trips and drafting replies [2]. - For paid users, there is an agent mode that automates tasks by clicking around the web, filling out forms, and taking actions on behalf of the user, which enhances user convenience [3]. Group 2: Market Impact - The launch of Atlas represents a direct challenge to Google, as its adoption could threaten Google's market share in both web browsing and search functionalities [4]. - Alphabet's shares have shown signs of recovery, which may be attributed to the limited rollout of Atlas, currently available only on Mac OS and not on mobile or PC platforms [4].

Bill Baroo of Blue Line Capital and Alex Canowitz of Big Technology. They're both, as you know, CNBC contributors. Bill Baroo, you first.Most important for you as the shareholder here. Money on the line is what. >> Yeah, I I I think coming through with that revenue growth is obviously going to be important.That 17% you want to see some margin improvement, but I also think it'd be interesting to hear what they have to say about AI uh helping to trim the the content budget 5 to 10% improve customer personaliz ...