My first @delphi_intel report, 'Browser Wars Got Personal' is out! The era of app-centric computing is coming to an end. As AI learns to understand human intent directly, browsers are emerging as the ultimate frontend for using AI. Welcome to the AI Browser wars. 🧵

AI browsers bridge three critical gaps: personalization, ubiquity, and agency. They achieve this by understanding our online behavior (tabs, history, cookies, bookmarks), integrating into daily work (docs, emails, meetings), and running seamlessly across platforms from desktop to mobile.

With Chrome at 66.5% market share, Google dominates the browser market, but faces growing threats: - Antitrust pressure is rising post-DOJ case - AI challenges its $200B+ search ads Shifts among OEMs, OS providers, and search engines could reshape browser competition.