On October 21, OpenAI launched ChatGPT Atlas, its first AI-powered web browser, directly challenging Google. Following the announcement, Alphabet’s stock fell nearly 5%, closing down 2.21% with trading volume spiking by 30%. ChatGPT Atlas integrates ChatGPT’s capabilities into the browsing experience, allowing users to log in with their ChatGPT accounts and seamlessly transition from Chrome. Its unique features include “Chat on the Go,” “Browser Memory,” and “Agent Mode,” which enhances user interaction by allowing real-time AI assistance. For example, the “Agent Mode” automates multi-step tasks based on user history after obtaining consent, significantly improving efficiency. While Google Chrome remains dominant with a 71.86% market share, the launch of ChatGPT Atlas intensifies competition in the AI browser market. Analysts predict this development may challenge Chrome’s long-term dominance, highlighting a new era of web-based AI competition. OpenAI’s user base of 800 million provides a strong conversion advantage.
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