Comment Alpha Geeks (Score 3, Interesting) 21
Tim O'Reilly had a good essay, "Alpha Geeks" that describes how new tech gets adopted.
Arc seemed interesting but how many Alpha Geeks will run a closed-source browser in this decade where vulnerabilities are everywhere and of potentially existential risk?
They're in a tough spot selling a proprietary browser in a world where they have to depend on uptake first by the people who don't care if it's open source or not.
Brave seems to have found a business model that lets them do both. It's not obvious that the proprietary business model is viable for Internet browsing, but marketing can take up a lot of that slack.
Certainly Safari maintains an important market share so it's not completely off the table but those users need to be sold to if the Alpha Geeks aren't interested. I'm not sure if Edge has separate CVE's from Chromium but in both cases vendor-bundling is the supermajority of user acquisition which is quite difficult to compete with.
Sprinkling on a bit of AI seems like the go-to strategy this year - heck maybe it'll work at some point. It's not impossible that somebody will invent a killer-app desktop AI integration. An agent dashboard might be useful when the reliability moves a few more sigmas out.