记者丨 肖潇 编辑丨王俊 AI浏览器的安全隐患再被警示。 近日，AI搜索明星公司Perplexity的浏览器Comet被曝存在重要安全漏洞。 攻击者无需懂代 码，只需在论坛评论区留下恶意指令，就能诱导AI智能体泄露用户的邮箱、验证码等敏感信 息。 Comet是Perplexity公司上个月发布的AI原生浏览器，目前面向付费用户开放。与传统浏览器 不同，它几乎在所有浏览场景里嵌入了AI：用户既能在搜索栏直接发问，也能在浏览网页时随 时唤出AI，让其读屏、填表、写邮件和预订机票。 这一漏洞最先由竞争对手Brave浏览器的美国安全团队发现。他们在测试过程中仅做了两步： 第一步，在Reddit论坛一篇帖子下，留下带"剧透标签"的恶意指令，让用户无法看到具体内 容； 一个已发生的案例是，瑞士人工智能安全研究公司Invariant Labs在今年4月测试发现，可以劫 持智能体窃取WhatsApp用户的聊天记录。尽管大部分智能体在执行敏感操作任务时需要用户 手动确认，但攻击者可以把"恶意指令"隐藏在一段超长的滚动消息中，用户很难察觉。 第二步，当Comet用户点击"总结当前网页"时，AI智能体会读取这条隐藏指令并自动执行。 ...

Core Insights - The article discusses the emergence of AI-native browsers, particularly focusing on Perplexity's Comet and its competitive landscape with other players like OpenAI and The Browser Company. It highlights the transformative potential of AI in the browser space and the strategic moves by Perplexity, including a $34.5 billion acquisition offer for Google's Chrome [1][6]. Group 1: Comet Overview - Comet is an AI-native browser launched by Perplexity, integrating AI capabilities directly into the browsing experience to enhance user interaction and workflow execution [2][4]. - The AI assistant in Comet allows users to perform complex tasks seamlessly, such as gathering and organizing information based on user commands [2][3]. Group 2: User Retention and Business Model - Perplexity is focusing on user retention rates for Comet, aiming to make it the default browser for most users, which would significantly increase daily request volumes for its search engine [6][7]. - The company is designing a tiered pricing model to cater to different user needs, with free plans for basic functionalities and paid plans for advanced features [8][9]. Group 3: AI Browser Advantages - AI browsers like Comet retain user data locally, enhancing privacy compared to traditional browsers that rely on remote servers [16][17]. - Comet aims to automate workflows and integrate deeply into users' digital lives, positioning itself as a cognitive operating system [10][12]. Group 4: Comparison with Dia - A16z's evaluation indicates that Comet outperforms Dia in search and summarization capabilities, while Dia excels in workflow management and multi-tab coordination [22][26][33]. - Both browsers feature AI assistants that enhance user interaction, but Comet's integration with various applications allows for more streamlined task execution [29][31]. Group 5: Future of AI in Browsers - The article predicts a growing trend of AI agents capable of executing simple workflows, which will become more prevalent in the near future [39][40]. - Memory is identified as a crucial element for unlocking proactive AI capabilities, with browsers serving as ideal platforms for this integration [41][45].

Core Viewpoint - The future ownership of Chrome, the world's most popular web browser developed by Google, is uncertain due to ongoing antitrust legal challenges against Google, which may lead to a forced divestiture of the browser [1][2]. Antitrust Legal Challenges - A court ruled that Google violated antitrust laws by maintaining a monopoly on internet search and digital ad markets [1]. - The Justice Department is seeking a court order to compel Google to divest Chrome, with a ruling expected by the end of the month [1]. Impact on Google and Alphabet Inc. - Analysts at Barclays suggest that divesting Chrome could lead to a significant decline in Google stock, estimated between 15% to 25% [2]. - Google argues that selling Chrome could make it obsolete and expose users to cyber-attacks [3]. Bids for Chrome - Search.com, backed by JP Morgan and private equity firms, made a $35 billion bid for Chrome [4]. - Perplexity, an AI search startup, also submitted a $34.5 billion bid for the browser [6]. - OpenAI has expressed interest in acquiring Chrome, with its CEO Sam Altman indicating a willingness to explore the opportunity [13][15]. Strategic Importance of Chrome - Chrome serves as a crucial distribution tool for Google Search and provides insights into user search habits, making it a valuable asset [2]. - Yahoo has also shown interest in bidding for Chrome, highlighting its strategic importance in the web ecosystem [17].

Core Insights - The article discusses the emergence of AI-native browsers, particularly focusing on Perplexity's Comet and its competitive landscape with other players like OpenAI and The Browser Company [2][12][30]. Group 1: Comet Overview - Comet is an AI-native browser launched by Perplexity, integrating AI into the browsing experience to enhance user interaction and streamline workflows [1][2]. - The core feature of Comet is its AI assistant, which can understand the context of the current webpage and assist users in completing complex tasks [3][4]. - Comet aims to become a smart assistant in users' digital lives, providing seamless information retrieval and task execution [4][5]. Group 2: User Engagement and Model Optimization - Comet has over 500,000 users on its waiting list, with plans to gradually roll out access to early users [5][11]. - The browser utilizes a combination of models from OpenAI, Anthropic, and its proprietary DeepSeek model, ensuring high performance in real-world scenarios [6][9]. - Perplexity focuses on user retention as a key metric for Comet's success, aiming to make it the default browser for most users [11][13]. Group 3: Business Model and User Value - Perplexity is exploring a tiered pricing model for Comet, allowing users to pay for the agent's task completion capabilities, rather than relying on an ad-driven revenue model [14][15]. - Users are willing to pay for services that save time and provide clear value, as evidenced by feedback indicating significant time savings [17]. - Comet offers both free and paid plans, catering to different user needs, from basic functionality to advanced task management [16]. Group 4: Comparison with Traditional Browsers - AI browsers like Comet retain user data locally, enhancing privacy compared to traditional browsers that rely on remote servers [27][28]. - Comet's design allows for a more integrated user experience, enabling users to interact with AI without switching between different applications [23][29]. - The article highlights the potential of AI browsers to automate workflows and improve productivity, positioning them as essential tools for modern users [20][26]. Group 5: Competitive Landscape - Comet competes with The Browser Company's Dia, with both browsers integrating AI capabilities into daily operations [30][35]. - A16z's evaluation indicates that while both browsers have strengths, Comet excels in search and task execution, making it a more powerful tool for users [38][41]. - Dia's unique features, such as its Skill function for personalized settings, may appeal to users willing to invest time in customization [46][48]. Group 6: Future Outlook - The article suggests that the integration of AI into browsers will transform how users access and consume information, with a focus on creating more efficient workflows [54][55]. - Memory capabilities are identified as crucial for developing proactive AI, which could significantly enhance user experience and productivity [57][61]. - The vision for AI in browsers is to create a seamless, intelligent assistant that can anticipate user needs and automate tasks, potentially revolutionizing the digital landscape [59][62].

Group 1 - Perplexity AI has made an unsolicited bid of $34.5 billion for Google's Chrome browser, which is higher than its current valuation [1] - Several investors have agreed to back Perplexity's bid for Chrome [1] - Google has not yet responded to the bid, and the Wall Street Journal was the first to report on this development [1] Group 2 - Perplexity is known for its AI-powered search engine that provides simple answers and links to original sources [2] - The company recently launched its own AI-powered browser called Comet [2] - The U.S. Department of Justice previously proposed that Google divest Chrome as part of an antitrust suit, where a judge ruled that Google held an illegal monopoly in internet search [2]

AI Tools for Productivity - A16Z's AI investment team uses a core stack of 10 AI products weekly or daily to enhance productivity [1] - Perplexity's Comet browser is used for email triage, calendar management, and workflow automation via shortcuts [1][2] - Julius is used for reliable data analysis, including processing files, generating graphics, and creating repeatable notebooks [4][5] - Happenstance helps search across LinkedIn, Gmail, and Twitter connections using natural language prompts to find relevant contacts [7][8] - Granola is an AI note-taker that records meetings, combines manual and AI notes, and provides real-time transcripts and summaries [9][10] - Gamma is used to generate slide decks, documents, and websites with AI-powered editing and flexible output options [13][14][15] - Willow offers accurate voice dictation with voice editing capabilities and a desktop app for dictating into any application [16][17] - Superhuman is an email client enhanced with AI features like auto-labeling, split inbox, instant replies, and auto-reminders [18][19] - Overlap automatically detects and scores engaging moments in long-form videos, turning them into social media clips [20] - Crea hosts various AI models for image, video, lip sync, and animation, with workflow tools for content iteration [21][22] - OpenAI's ChatGPT is used for deep research, image generation (GPT40), and well-reasoned takes, despite some disappointment with new agent and connector features [23][24]

Core Trends - OpenAI's open-source strategy is driving competition among giants like Google and Anthropic, accelerating AI application across industries and blurring the lines between open and closed source, indicating a potential reshaping of the business model in a highly uncertain ecosystem [2] - Applications such as browsers and maps are evolving from mere information tools to intelligent partners with action capabilities, transforming user interaction from entry points to personalized service hubs, intensifying the competition for user engagement [3] - The impact of AI on the job market is showing significant differentiation, with information processing roles facing automation risks while physical jobs remain relatively stable, leading to a restructuring of skill training markets and the emergence of new career models [4] - AI is evolving from single-point intelligence to multi-agent collaboration, with technologies like 360 swarm intelligence demonstrating near L4-level autonomous efficiency, expected to release significant efficiency potential across various sectors [5] Major Events - OpenAI has launched the new GPT-5 model, which integrates previous model capabilities into a more versatile personal assistant, significantly reducing the "hallucination" phenomenon by 80%, enhancing its reliability and programming capabilities [6][7] - OpenAI has re-entered the open-source arena with the release of the gpt-oss-120b and gpt-oss-20b models, which utilize MoE architecture and demonstrate impressive inference speeds, potentially reshaping the AI industry landscape [9] - Google DeepMind has introduced the revolutionary Genie 3 model, capable of real-time generation of 720p dynamic worlds from simple text prompts, marking a significant advancement in world simulation AI [10] - Anthropic has released Claude Opus 4.1, achieving a remarkable 74.5% on the SWE-bench programming benchmark, maintaining its price while enhancing performance, positioning itself as a strong competitor to GPT-5 [12] - Songyan Power has secured over 2,000 commercial orders in the first half of the year, becoming the second domestic company to enter the "thousand-unit club" for humanoid robots, with a goal of delivering 10,000 units next year [13][15] AI Applications - The 2025 update of Gaode Map has integrated AI navigation and AR features, redefining the user experience in navigation and positioning itself as a personalized digital twin world [23] - A recent Microsoft study revealed that 40 job types, including translators and sales roles, are at high risk of being automated by AI, while physical labor jobs remain less affected, challenging conventional perceptions of AI's impact on employment [24] - 360 Group has announced the launch of its L4 swarm intelligence system, marking a significant evolution in AI productivity and potentially reshaping industry competition [25][26]

Core Viewpoint - Perplexity has launched a new web browser named Comet, aiming to challenge Google Chrome's dominance in the market, which currently holds a 66.6% market share. The launch coincides with rumors of OpenAI's own browser release, indicating a competitive landscape in AI-driven search and browsing tools [1][2][3]. Group 1: Product Launch and Market Strategy - Comet integrates Perplexity's AI search tools and smart assistant to enhance user experience, initially available to premium users at $200 per month [1]. - Perplexity's ambition extends beyond user acquisition; they aim to replicate and potentially surpass Google's business model [1][2]. - The company has expressed willingness to acquire Google Chrome if legal pressures force Google to divest it, indicating a strategic move to capture a larger market share [1]. Group 2: Data Acquisition and Advertising - CEO Aravind Srinivas highlighted the importance of gathering user behavior data outside of Perplexity's applications to improve advertising quality, framing the browser as part of a broader data strategy [2]. - The decision to create a browser stemmed from a rejection by Google to include Perplexity as a default search engine, prompting the company to develop its own solution [2][3]. Group 3: Competitive Landscape and Industry Commentary - The Comet browser is built on Google's open-source Chromium project, which raises questions about the originality of Perplexity's offering [3]. - The current trend in startups involves forking open-source projects to add paid features, reflecting a broader entrepreneurial strategy in the tech industry [4]. Group 4: Vision and Long-term Goals - Perplexity aims to leverage AI to transform decision-making processes in finance, targeting a market valued at tens of trillions of dollars, significantly larger than Google's annual revenue [8][36]. - The company seeks to disrupt the financial research market dominated by Bloomberg, proposing that AI can enhance decision-making efficiency and democratize access to financial insights [36][37]. Group 5: Product Features and User Experience - Comet is envisioned as a "cognitive operating system" that integrates AI into daily workflows, allowing users to automate tasks and improve productivity [14][15]. - The browser will enable users to issue commands directly, with AI handling tasks such as data extraction and report generation, enhancing the overall user experience [15][34]. Group 6: Funding and Investor Relations - Perplexity's development costs were notably low, with the product being built for just $50,000, which impressed investors like Marc Andreessen [7][28]. - The company has faced skepticism from investors who prefer safer, vertical market strategies, but Srinivas remains committed to tackling larger, more challenging problems [6][26].

Core Viewpoint - The article discusses the launch of Comet, an AI Agent browser developed by Perplexity, which aims to redefine the browsing experience by integrating AI capabilities to enhance information understanding and utilization rather than just access [3][4][6]. Group 1: Comet's Features and Innovations - Comet is designed to address the challenge of understanding and utilizing information, transforming traditional browsing into a more intelligent and integrated experience [6][10]. - The browser features a Comet Assistant that combines contextual awareness and action execution, allowing users to interact with multiple web pages seamlessly [9][14]. - Users can issue complex commands to the Comet Assistant, which can read and synthesize information from various sources, creating structured reports and filling documents automatically [15][22]. Group 2: Strategic Positioning and Market Challenges - Comet represents a radical shift in browser design, positioning itself as an "environment reconstruction" tool rather than just an enhanced browser, aiming to create a continuous, intelligent interaction space [25][31]. - The pricing strategy for Comet, requiring a $200 monthly subscription, has sparked controversy and disappointment among existing users, potentially limiting its initial user base [26][28]. - The article highlights the challenge of user adaptation, as the innovative features of Comet may require users to learn a new way of interacting with the browser, which could hinder widespread adoption [30][31]. Group 3: Future Implications - Comet's development is seen as a bold step towards redefining the relationship between users and information, suggesting a future where browsers serve as intelligent partners rather than mere tools [31][32]. - The success of Comet will depend not only on Perplexity's technological advancements but also on users' willingness to embrace this new browsing paradigm [31].

Competitive Landscape - OpenAI and Perplexity are competing in the browser space, with Perplexity launching Comet for their $20 per month tier [1] - The integration of browsers with AI agents is seen as a potentially transformative category [1] - Perplexity's success hinges on the success of this new offering [2] - Google's search business is at risk, and they should leverage Chrome and Gemini to compete with ChatGPT [3] - Google's other products may be crucial for the company's future success [4] Market Trends - ChatGPT is projected to reach one billion users and is becoming the standard for consumer AI usage [2] - Being first in consumer technology provides a significant advantage [3]