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Dan Romero
@dwr.eth
This is a bet: 1. Chrome (and then Safari) won't have this in a year or so (the model is a commodity and privileged access to the OS is important) 2. OpenAI and Anthropic desktop apps can't do this 3. Can go viral enough to hit scale (when consumers are mostly on mobile). Don't buy it. I continue to believe they a shooting for a talent acquisition similar to Brett Taylor / Quip / Salesforce ($750M in 2016, not too shabby). Thrive (where it was incubated) <> OpenAI Mike Krieger (board member) <> Anthropic And both are likely to be able to acquire despite FTC. https://x.com/joshm/status/1863954594059182148
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Gabriel Ayuso
@gabrielayuso.eth
Yeah gearing up for an acquihire makes sense. Curious to see what they actually ship. They didn't ship much of their Arc AI vision. They've only been showing tech demos so far.
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Dan Romero
@dwr.eth
I suspect the reliability is not good enough for anything other than a tech demo.
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Gabriel Ayuso
@gabrielayuso.eth
Right and the cost. They'd have to gate that behind a subscription. Basically do what Cursor did for VSCode but for Chromium. The difference is that devs are willing to pay for productivity gain. Doubt regular folks are willing to pay for a browser that moves the cursor for you and has built -in AI autocomplete.
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