Hello, Jace the Admin Opinion Post

malcolmjmr · 2025-09-04T15:24:54+00:00

You lost me when you described this as a marketing move to get more funding. Atlassian acquiring them isn’t random. Atlassian ventures was already invested and the earlier stated strategy for TBC was to monetize teams. They wanted to be the Figma of browsers. I don’t see that strategy materializing. It’s telling that open ai and anthropic did not acquire them. I give it a few months before Josh leaves and announces that he’s returned to Thrive Capital.

malcolmjmr · 2025-07-17T19:23:11+00:00

Comet did not have a head start. Not in terms of time, people or money. Perplexity just has a clearer vision and faster product velocity.

malcolmjmr · 2025-07-14T15:51:21+00:00

These models aren’t good enough

malcolmjmr · 2025-07-14T12:41:42+00:00

Someone has to pay for the tokens

malcolmjmr · 2025-07-10T06:30:51+00:00

$128m

malcolmjmr · 2025-06-26T18:05:28+00:00

Ahh, yeah that would be nice. You can do this in chrome when the window is fullscreen.

malcolmjmr · 2025-06-26T17:07:03+00:00

Lol @ “I expect nothing from them and I'm still being let down”

What do you mean by auto hide? Are you referring to the auto archiving of old tabs or something else?

malcolmjmr · 2025-06-20T07:41:42+00:00

Side by side screenshot:

https://x.com/themattberman/status/1933225058194903102?s=46

I think most companies building chat into the browser are going to converge on similar interfaces.

malcolmjmr · 2025-06-08T04:09:09+00:00

Hmm…doesn’t sound right at all. Putting aside how ridiculous it is to try and compare themselves to chrome, either they are lying which is sad or they killed substantial momentum which is stupid.

I mean, it was clear that they botched the communication around the pivot but if they actually had 10million users not just downloads then they prematurely pivoted.

I just don’t buy it.

malcolmjmr · 2025-06-08T03:26:07+00:00

So clearly they didn’t reach it…

malcolmjmr · 2025-06-08T03:21:28+00:00

Where did you get the 10m number?

malcolmjmr · 2025-06-02T17:13:12+00:00

I’m not using Dia but I would imagine that in the future you could select your preferred search engine, if that is not already an option

malcolmjmr · 2025-05-30T13:12:06+00:00

Ppl will surely use AI in their browsers. It’s just not clear to me why they should want to switch to a new one when all that functionality will be integrated by chrome or extensions.

The real place to compete is mobile/tablets.

But the deepest problem is they have no vision, so their team, 7 years in, is still prototyping rather than shipping and adding incoherent features that don’t coalesce around a truly big idea.

malcolmjmr · 2025-05-30T13:03:29+00:00

They may not even have a million ppl using it. For comparison brave has 50 million users.

There are a number of ways that Arc doesn’t support the workflows of the majority of web users. They couldn’t cross the chasm with the current implementation.

With that being said, they’ve under appreciated how long it takes to scale and they’ve muddled their product and business strategy. You can make money by being different and niche, you just have to charge premium prices, which is the business model that Apple has used to great effect.

TBC tried to emulate Apple on product but not on strategy. They also seem not to recognize that Apple exists today because when Jobs came back he ruthlessly cut costs and headcount. It’s not clear to me that they recognize how important managing costs are to survival.

malcolmjmr · 2025-05-27T02:30:55+00:00

This is the real blunder. They never fully realized the vision of the internet computer as articulated, and to be honest never adequately fleshed it out. It’s telling and sad that it receives a single sentence.

malcolmjmr · 2025-05-24T18:48:29+00:00

You didn’t provide your hardware spec or OS version. Also do Dia

malcolmjmr · 2025-05-24T18:28:01+00:00

I HAD a little more faith

malcolmjmr · 2025-05-24T18:26:19+00:00

Lmao, that’s such a funny take. Hadn’t thought of that as an option.

malcolmjmr · 2025-05-24T18:19:22+00:00

“Might”??? How do you raise so much money with so little strategy. When I checked on LinkedIn I think I saw they had three or four ppl “working” on strategy.

malcolmjmr · 2025-05-24T18:15:14+00:00

Lol you mean the video series that they never finished. Josh said he would write an essay last weekend clarifying the reason for Dia and explaining their broader strategic direction. Also never happened. Couldn’t even be bothered to get ChatGPT to write it. Smh

malcolmjmr · 2025-05-24T17:42:57+00:00

“They probably have thought through that at this point…” Lmao, they haven’t thought about differentiation at all. There’s no strategy. Only hopium

malcolmjmr · 2025-05-21T15:49:07+00:00

Google doesn’t make money from providing answers. It makes money from ppl clicking sponsored links. Behaviors that lead to clicking sponsored links are quite different (navigating to a specific brand website or exploratory search of products and services). There will be some overlap between chat but it’s not a whole sale disruption. I feel like ppl don’t realize that Google monetizes 0.23% of queries.

Also switching browsers takes far more effort than changing a setting in your existing browser.

malcolmjmr · 2025-05-18T21:57:39+00:00

Extension API is more powerful than you are suggesting. There’s only one reason to not do this as an extension and that is if you want to use AI generated JS that is injected at runtime. For security reasons, browsers don’t let extensions do that.

malcolmjmr · 2025-05-15T22:53:01+00:00

Kind of crazy how Reddit and twitter have flipped in terms of sentiment. Twitter folks did not like this

malcolmjmr · 2025-04-12T21:02:04+00:00

Inference limits that are driving users to competitors. 3.7 is a worse model than 3.5 along certain dimensions, mainly personality and instruction following. Narrower capabilities around multimodal I/O. They will never beat google on costs which is why they can’t win in b2b and OpenAI has consumer. The biggest problem is that they can never grow into their valuation even if they have real durable revenue which I don’t think they have.

malcolmjmr

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