@perplexity_ai 1/ Most people think Browser Company already won. $50M raised, beautiful marketing, and Arc built massive hype. Meanwhile, Perplexity was "just" a search engine. But the numbers tell a completely different story.

@perplexity_ai 2/ Full transparency: I LOVE @ArcInternet. Spent 2 years defending it, converting friends, being that annoying person constantly saying "you have to try this." When @BrowserCompany teased their AI vision last year, I was pumped. Then 3 months became over a year. And what we

@perplexity_ai @arcinternet @browsercompany 3/ Meanwhile, @Perplexity_AI shipped something remarkable. I've been using Comet non-stop for weeks. The agentic browser is unlike anything I've experienced: • Reads my emails, drafts responses in my writing style • Fills complex forms by understanding context across pages •

@perplexity_ai @arcinternet @browsercompany 4/ Here's the thing: Sometimes I feel like I'm letting Comet DOWN by not being creative enough. It's a digital buddy that gets stuff done for me. This is delegation.

@perplexity_ai @arcinternet @browsercompany 5/ Dia launched yesterday and I want to love it. Browser Company has incredible design talent. The onboarding is beautiful. But after experiencing autonomous AI agents? Chatting with tabs feels like going from a Tesla to a horse.

@perplexity_ai @arcinternet @browsercompany 6/ The community numbers tell the real story: Arc subreddit: 70% negative sentiment, users feeling "abandoned" Comet waitlist: People literally begging for access in my comments My personal score: Converted 20+ people to Arc, half are now asking about Comet Trust takes years to

@perplexity_ai @arcinternet @browsercompany 7/ The kicker: @JoshM at Browser Company is actually RIGHT. "Websites will become tool calls", I totally agree w/ his vision. But Perplexity built this vision. And it's only going to get better. Comet gives me analytics reports, runs tasks, cross-references data. It already

@perplexity_ai @arcinternet @browsercompany @joshm 8/ The strategic divide is fascinating: Perplexity: Building for POWER USERS • Deep agentic capabilities • Power users who want delegation • 780M monthly queries of training data Browser Company: Building for CASUALS • Delightful UX experiences • Casual browsing with AI

@perplexity_ai @arcinternet @browsercompany @joshm 9/ Revenue vs. Experience: Perplexity ships FAST (Labs is incredible), has paying customers for runway. Browser Company excels at user delight, first impressions, onboarding magic. Both matter. Neither alone is enough. But one approach is funding the other.

@perplexity_ai @arcinternet @browsercompany @joshm 10/ Here's the missing piece: Neither has shown mobile yet. The browser war will be WON or LOST on phones. Desktop is just the appetizer. Whoever ships mobile AI browsing first wins the big prize. Cross-device sync, notification intelligence, mobile-first agents...

@perplexity_ai @arcinternet @browsercompany @joshm 11/ The user education problem is real but solvable: Most people don't know they want an AI agent until they see one work. Perplexity's voice search shows glimpses of agentic behavior in familiar contexts. Browser Company just needs to not alienate their evangelists while they

@perplexity_ai @arcinternet @browsercompany @joshm 12/ My prediction: This won't be winner-take-all. And Google is the big dog with every advantage. I'm rooting for Perplexity. I'm rooting for The Browser Company. Both teams want to build a future I want to live in. Comet will dominate "productivity power users" Dia will chase

@perplexity_ai @arcinternet @browsercompany @joshm 13/ Oh, and plot twist: Comet wrote this thread, found the supporting images, and saved it as a draft for me. While I was thinking about what to say, my AI browser was already saying it. That's the difference.

@perplexity_ai @arcinternet @browsercompany @joshm If you liked this, you’ll love my Big Players newsletter. I’ve built brands like Fireball, scaled agency ops, and now I write tactical breakdowns for operators using AI + content to win. Join thousands of operators: https://bigplayers.co/subscrib...

@perplexity_ai @arcinternet @browsercompany @joshm Takeaways: • Ship revolutionary tech with evolutionary onboarding • Neither product is perfect... YET • Don't abandon your biggest advocates • Autonomous agents > conversational interfaces • Revenue buys time to figure out design, design buys time to figure out revenue •

@perplexity_ai @arcinternet @browsercompany @joshm Learned something new? That’s the point. RT to help the algorithm. Follow @themattberman for tactical systems that actually build brands. https://x.com/TheMattBerman/st...