🟣 EV Daily: The AI browser war
- Azeem Azhar, Exponential View Daily <exponentialview+ev-daily@substack.com>
- Hidden Recipient <hidden@emailshot.io>
This is EV Daily #3 – built for those who can’t afford to miss the signal. Exponential View includes the Sunday Edition, essays, and podcasts—plus EV Daily. Want to manage your preferences? Follow these steps. Lead story: The AI browser warThe AI browser wars have started. Three launches define this new front: Dia in June, Comet from Perplexity yesterday and a rumored OpenAI browser expected in the coming weeks. Dia was first out of the gate. You can chat with AI using the info from all your tabs. Comet builds on the same foundations. It’s main addition is the ability to take actions across your tabs. In theory, Comet can interact with spreadsheets or edit Figma files. In practice, it’s ability to do so reliably is flawed. OpenAI’s rumored browser may go further, embedding its excellent tool-using agents for reliable actions. The victor will win a huge prize. The company that owns the browser owns the user session, gaining access to valuable behavioral data and the ability to steer the revenue funnel. Whoever captures the front door to the web gets to watch, and eventually automate, everything we do online. Until, of course, AI-native devices hit the mainstream. [TechCrunch; YahooFinance; BensBites] #AIapplications Key signals, quick scanA 30-second scan of four secondary signals that hint at where the curve is bending.
Highlights from my conversations: There is no wallLast week I checked in on my start-of-year predictions. Here is an excerpt on one of those predictions that there would be no ‘AI wall’: the idea that scaling would eventually hit diminishing returns.
Grok 4’s release, as mentioned earlier, further emphasises that there is no wall. The graph below shows Grok’s performance on the Humanities Last Exam, which, as the name suggests, is an extraordinarily difficult benchmark. The more training time, the better the performance. Watch the full episode on YouTube. I go live on Substack every Friday at 5 pm UK time | 12 pm Eastern | 9 am Pacific. Was this email useful? Thanks! Want to share this with someone like you? Forward the email. Want to opt out of the daily emails? Follow these steps. You can still receive essay’s and the Sunday edition as usual. You're currently a free subscriber to Exponential View. For the full experience, upgrade your subscription. |
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