以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 本文来自微信公众号： 定焦One ，作者：王璐，编辑：阿伦，题图来自：AI生成 能各不相同，什么是AI浏览器？ 可以理解为将AI融入到传统浏览器中，具备智能搜索与问答、内容理解与生成摘要、自动化任务执 行、多模态交互体验、个性化推荐等功能，实现从"工具"到"智能"的转变。 很多从业者认为，AI浏览器和Agent一样，都属于大势所趋，但此刻大家围绕AI浏览器的谜团也有很 多。 目前各家公司在AI浏览器的技术路线与产品形态上有着明显区别，究竟何种形态才能称之为AI浏览 器？它和Chatbot、Agent在功能和技术上又有何区别？ 先看竞争比较激烈的国外市场。 近期，一则"悬而未决"的竞购在AI圈引发轰动。 靠AI搜索成为行业独角兽的Perplexity称要以345亿美元的价格收购谷歌的Chrome浏览器，这一报价 几乎是Perplexity自身估值 （180亿美元） 的两倍。想买Chrome的还不止Perplexity，另一家AI明星 企业OpenAI，此前也透露出了收购意愿。不过，谷歌方面暂时没有接受任何报价。 看到这个新闻，很多人 ...

Core Viewpoint - Perplexity's proposal to acquire Chrome for $34.5 billion has raised significant attention in Silicon Valley and Wall Street, especially as it comes shortly after the launch of its AI-driven browser, Comet, and amid ongoing antitrust considerations regarding Google [1][2]. Group 1: Perplexity's Strategy and Comet Browser - Comet browser aims to transform the browsing experience into a conversational interaction, allowing users to engage with the browser at the speed of thought [2][3]. - The integration of AI search capabilities into traditional browsing is seen as a shift towards a highly personalized and context-aware information retrieval method [3][4]. - Comet's AI assistant is designed to provide end-to-end automation and context tracking, which distinguishes it from Chrome's recent AI features that rely on plugins [1][3]. Group 2: Challenges and Market Dynamics - The acquisition of Chrome could significantly enhance Perplexity's user base and data access, but the challenges of scaling infrastructure and gaining user trust are substantial [4][5]. - Experts express skepticism about Perplexity becoming the next Google, highlighting the high barriers to entry and the need for user habit formation [4][6]. - Competitors like Microsoft and OpenAI are also developing their own AI-driven browsers, which could challenge Perplexity's position in the market [6][7]. Group 3: Industry Implications - The emergence of AI-driven browsers is setting the stage for profound industry changes, potentially disrupting Google's long-standing dominance as the default search engine [7]. - The success of Perplexity's acquisition and its browser innovation will depend not only on technology but also on building user trust and achieving scale [7].

Core Viewpoint - The article discusses the ongoing competition between Google and Microsoft in the AI-enhanced browser market, highlighting Google's funding of the Browser Choice Alliance to counter Microsoft's promotion of its Edge browser through its Windows operating system [2][3]. Group 1: AI Competition Landscape - The desktop and laptop computers remain essential tools for work, making them a new battleground for AI competition, with a focus on browser innovation [4][5]. - New players like The Browser Company and Perplexity are emerging in the browser market, with OpenAI reportedly developing its own browser [5]. - Microsoft's recent AI upgrade to Edge, featuring the CoPilot assistant, aims to transform it into a powerful AI interaction center rather than just a web browsing tool [5]. Group 2: Browser Choice Alliance's Actions - The Browser Choice Alliance, which includes Google, Opera, and Vivaldi, is collecting evidence against Microsoft for unfair competition practices [6][7]. - Allegations include Microsoft's use of "dark patterns" to manipulate users into setting Edge as their default browser and unnecessary security warnings when downloading alternative browsers [7][8]. - The alliance aims to raise public awareness in the U.S. and has already lobbied European regulators regarding Microsoft's compliance with competition laws [8]. Group 3: Microsoft's Defense - Microsoft counters the allegations by stating that Google is the dominant player in the browser market, holding a 68% share compared to Edge's 5% [9][10]. - Microsoft emphasizes that Google has previously been found guilty of abusing its market position, suggesting that the complaints from Google may be hypocritical but still valid [10]. - The article suggests that regulatory bodies should focus on Microsoft's influence in shaping consumer behavior in the AI era, advocating for fair competition in the browser market [10].

Group 1: Browser Competition - Microsoft announced a significant AI upgrade for its Edge browser, embedding the CoPilot assistant deeply into the browser [1] - Google is reportedly funding the Browser Choice Alliance (BCA) to accuse Microsoft of improperly promoting Edge using its Windows operating system monopoly [1] - Google holds a 68% share of the global desktop browser market, while Edge only accounts for 5% [1] Group 2: AI Achievements - OpenAI's internal AI reasoning system won a gold medal at the 2025 International Olympiad in Informatics (IOI), outperforming 98% of 330 top human competitors [2] - The AI system competed in an environment fully simulating human contestants [2] Group 3: Electric Vehicle Investment - Ford announced a $2 billion investment plan, raising its total investment in electric vehicles to $5 billion [3] - The investment aims to launch a series of affordable electric vehicles, addressing previous losses in its electric vehicle business [3] - The investment will convert Ford's Louisville, Kentucky plant from producing gasoline-powered Escape SUVs to a new electric vehicle product line [3] Group 4: Pharmaceutical Development - Novartis announced successful results from late-stage clinical trials for an experimental drug treating autoimmune diseases [4] - Patients with Sjögren's syndrome showed significant improvement after receiving Ianalumab treatment, with both trials meeting primary endpoints [4] Group 5: Chip Export Agreement - NVIDIA and AMD agreed to pay 15% of their revenue from chips sold to China to the U.S. government in exchange for export licenses [5] - NVIDIA will pay 15% of its revenue from H20 chips sold in China, while AMD will do the same for MI308 chips [5] - This revenue-sharing agreement for export licenses is unprecedented [5]

Core Viewpoint - The article discusses the negative impact of the "Edge Game Assistant" on gaming performance, highlighting how it consumes significant system resources and disrupts user experience, ultimately serving Microsoft's interests rather than those of the users [6][21][90]. Group 1: Edge Game Assistant Issues - Users have reported that the Edge Game Assistant causes games to lag and perform poorly, with some experiencing frame drops and crashes [22][23]. - The Game Assistant operates as an unwanted background process, consuming substantial memory (e.g., 6GB in some cases) and leading to performance degradation in games like PUBG and Apex Legends [25][23]. - Even when users attempt to disable or uninstall the Game Assistant, it reactivates upon system reboot due to its self-starting nature [34][36]. Group 2: User Experience and Control - The Edge Game Assistant is designed to enhance gaming by allowing users to access guides without leaving the game, but it often results in the opposite effect, hindering performance [19][21]. - Users find it difficult to change default settings or uninstall Edge, with processes requiring multiple steps and often reverting after system updates [65][72]. - The article emphasizes that Microsoft's design choices prioritize its own ecosystem over user autonomy, leading to frustration among users who feel their choices are being undermined [58][90]. Group 3: Microsoft's Strategy - The article suggests that Microsoft's strategy has shifted from user service to self-serving tactics, with Edge being used as a tool to promote other Microsoft services and products [51][90]. - The introduction of various non-essential features in Edge, such as shopping tools and news feeds, has contributed to its bloated nature, detracting from its original purpose as a browser [54][58]. - The article concludes that Edge has become a vehicle for Microsoft's broader corporate goals, rather than a user-friendly browser, leading to a significant decline in its reputation [42][90].

Core Viewpoint - The AI browser market is heating up with major players like Microsoft and OpenAI entering the field, indicating a growing interest and potential for innovation in this sector [2][4]. User Experience and Interaction - User experience ratings for the AI browsers are as follows: Dia > Fellou > Edge > Perplexity Comet, with Dia being the most favored [16]. - Interaction design varies, with Perplexity Comet allowing easy access to its AI assistant, while Dia requires navigating to specific pages [17][18]. - Edge's interaction is complex, featuring multiple modes that can confuse users [22][30]. - Personalization features are stronger in Dia, allowing users to customize the AI assistant's personality and skills, while Fellou offers limited personalization options [31][36]. Agent Capabilities - The agent capabilities of the browsers were tested through two cases: booking flights and automating social media interactions. - Dia currently lacks agent functionality, while Fellou can autonomously book flights using user credentials [57][103]. - Comet requires the user to open the relevant page first before executing commands, but it performs well once the context is established [65][103]. - Edge's agent capabilities are cumbersome, requiring manual input and verification steps, making it less efficient [104][137]. Information Collection and Processing - All four browsers perform well in generating speed and information accuracy, but differ in their ability to gather and present information. - Dia's recent update improved its search capabilities, allowing for better information sourcing from major media outlets [146][149]. - Fellou excels in output quality, providing visual reports and comprehensive source citations, but lacks depth in content [151][155]. - Comet offers a high level of convenience in searching and has a wide range of sources, but its output is primarily text-based [158][159].

每周，"合规周报"会盘点最近一周国外人工智能、科技竞争、个人信息保护上值得关注的动态。 谷歌签署欧盟《通用AI行为准则》 2025年07月30日，谷歌正式签署了欧盟通用人工智能模型行为准则。此前，OpenAI、Anthropic和 Mistral已经签署了该准则，目前大多数所谓的"前沿"人工智能公司都已对该准则表示支持。主要的B2B 提供商微软和AlephAlpha也计划签署该准则。到目前为止，Meta是唯一拒绝签署的主要人工智能公 司，而埃隆·马斯克的xAI则一如既往地保持神秘。 AI动态 本周，我们重点关注国家网信办约谈英伟达、字节回应Trae涉嫌"偷跑"用户数据。 海外方面，谷歌签署欧盟《通用AI行为准则》、微软研究人类辨别AI生成图像成功率仅62%，马斯克宣 布推出文本转视频AI工具GrokImagine。 监管治理 国家网信办约谈英伟达 近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员呼吁要求美出口的先进芯片必须配 备"追踪定位"功能。美人工智能领域专家透露，英伟达算力芯片"追踪定位""远程关闭"技术已成熟。为 维护中国用户网络安全、数据安全，依据《网络安全法》《数据安全法》《个人信息保护法 ...

Core Insights - Firefox, once a leading browser with a peak market share of 30% in 2008, has seen its global market share plummet to 2.37% as of June 2023, indicating a significant decline in user adoption [1][2] - The rise of Google Chrome, which surpassed Firefox in market share in 2012, is attributed to its stability, compatibility, and extensive extension ecosystem, which Firefox failed to match [2] - The emergence of AI browsers has intensified competition in the browser market, with both established players like Chrome and new entrants like Comet leveraging AI capabilities to enhance user experience [3][4] Market Dynamics - The browser market is currently experiencing a "third browser war," characterized by a battle for user engagement and capital investment, with the potential for new leaders to emerge [4] - AI integration in browsers is becoming a key differentiator, with traditional browsers upgrading their features and new AI-native companies entering the fray [3] - Data privacy and user behavior data collection are critical issues, as browsers serve as primary data collectors for AI training, leading to a competitive landscape focused on privacy protection [3]

Core Viewpoint - Opera has filed a complaint with Brazil's antitrust agency CADE, accusing Microsoft of anti-competitive practices in promoting its Edge browser, which has negatively impacted Opera's market position as the third most popular PC browser in Brazil [1][3]. Group 1: Allegations Against Microsoft - Opera claims that Microsoft has employed various "manipulative design strategies" to persuade Windows users to adopt Edge, effectively blocking competition by pre-installing Edge and creating barriers for users to download other browsers [3][8]. - Specific tactics include forcing Edge to open links from Microsoft applications like Outlook and Teams, regardless of user settings for default browsers, and promoting Edge prominently in Bing search results while downplaying Chrome's download link [8][10]. Group 2: Impact on Opera - The competitive landscape has shifted since Microsoft transitioned Edge to the Chromium engine, diminishing Opera's performance advantage, which previously allowed it to attract a loyal user base due to its speed and unique features [6][12]. - Microsoft's strategies have limited Opera's visibility and accessibility, making it increasingly difficult for the browser to reach potential users, thereby exacerbating its challenges in a market dominated by larger players like Chrome and Edge [12][14].

Group 1 - Shanghai police dismantled a criminal gang selling counterfeit Labubu toys, with a case amount exceeding 12 million yuan [1] - ByteDance donated 10 million yuan to support disaster relief efforts in severely affected areas, focusing on emergency supplies for children and the elderly [2] - China's import and export trade with Central and Eastern European countries reached a record high of 522.88 billion yuan in the first half of the year, a year-on-year increase of 6.8% [4] Group 2 - Hunan's import and export to the EU grew by nearly 30% in June, with Germany being the largest trading partner, showing a growth of 35.1% [6] - Shanghai's first aviation pre-clearance cargo station started trial operations, improving customs efficiency by approximately 30% and reducing logistics costs by 15% [7] - Apple announced the closure of its first direct store in China, located in Dalian, which will cease operations on August 9, 2025 [8] Group 3 - Zhongshi Technology stated that its thermal management solutions are versatile and applicable in the robotics field [9] - Microsoft introduced the Copilot mode in its Edge browser, enhancing user experience with AI features that predict user actions [10] - Huatai Securities expects the Federal Reserve to maintain its current interest rate during the July meeting, with future rate decisions dependent on economic data from July to August [11]