
"If you look at enterprise employees, 85% of their work happens in the browser. AI is going to reinvent the browser and work layer. Should Atlassian play in that? Yes, we want to play offense. We want to solve the problems of knowledge workers with the best browser they can have. We're not going after consumer browsers. Our focus is knowledge workers - making their lives better, easier, and faster."
"The browsers have polarized both fans and developers, while winning plaudits for their pleasing aesthetics and fresh approach to browser design. (Dia will be integrated into Atlassian's collaboration and enterprise products.) Atlassian sees the purchase as worthwhile, especially given the hype around nascent AI browsers and how people will work in the future. The rise of generative AI tools in recent years has sparked renewed interest in the normally staid world of browsers."
Atlassian paid $610 million for The Browser Company, which developed Arc and AI-driven Dia, to integrate Dia into collaboration and enterprise products. The acquisition reflects belief that AI will reshape browsers and the work layer, with 85% of enterprise work occurring in browsers. Atlassian aims to focus on knowledge workers rather than consumers and intends to improve browser experiences for enterprise employees. Arc had strong internal adoption, prompting product evaluation and recognition of compatibility and limitation issues. The broader market shows heightened activity around AI browsers, with companies like Perplexity and OpenAI pursuing browser strategies.
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