OpenAI, Perplexity, and Microsoft are launching AI-native browsers to challenge Google’s 63% market share, betting that the browser becomes the operating layer for AI agents that browse, transact, and act on behalf of users. The stakes extend far beyond market share to control over how humans interact with the internet.
Perplexity frames browsers as the “operating system of your mind,” suggesting the browser becomes the primary interface through which AI agents perceive and manipulate the digital world on users’ behalf. This is a fundamental reframing of what a browser does.
The Data Flywheel
AI browsers collect user behavior data that improves model training, creating a compounding advantage. The more users browse, the better the AI becomes at anticipating needs, which attracts more users. This creates powerful network effects for whoever wins.
Agent Platform Play
Browsers are the natural execution layer for AI agents booking tickets, scheduling appointments, and making purchases. Controlling the browser means controlling the agent-to-web interface—the strategic chokepoint for AI commerce.
Google’s Defensive Moats
Chrome’s 63% share, Gemini 3’s reported leap over GPT-5, and deep integration with Search create defensive moats that AI challengers must overcome with substantially different experiences, not incremental improvements.
The Security Problem
Prompt injection attacks remain an open vulnerability where malicious website content can manipulate AI behavior. Gartner recommends companies block AI browsers entirely over these risks, particularly as users trust agents with credentials and payment details.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
