AI Reshaping the Browser: The Third Browser War

Browsers, as the gateway and platform of the internet, have experienced two major battles from Netscape to IE and then to Chrome. Today, with the rise of large language models (LLM), the third browser war is quietly unfolding. The focus of this war is no longer on page display, but on how to design an efficient execution environment for AI Agents.

The New Role of Browsers

Traditional browsers are mainly used to display web content, but in the AI era, they are transforming into a system call platform for AI agents. Browsers remain indispensable because:

1. It is a storage place for personalized content, where users' private data can be securely saved.
2. It provides a trusted execution environment capable of complex page interactions and local resource calls.
3. It is the intermediary layer that connects users, AI, and the networked world.

The Transformation of Interactive Modes

AI is changing the way users interact with information:

1. Search behavior has shifted from clicking on web pages to directly obtaining summary answers. Users tend to describe complex tasks in natural language rather than simple keyword searches.
2. The AI Agent needs an interface that can be understood by humans and parsed by machines.

Next Generation Browser Project

Several representative projects are exploring the future of AI browsers:

1. Browser Use: Build a semantic recognition architecture that converts webpage structure into an AI-readable instruction tree.
2. Arc: Attempt to redefine the browsing experience, but may underestimate the value of traditional web interfaces.
3. Perplexity: Develop the native AI browser Comet, integrating search and answer generation.
4. Brave: Focused on privacy protection, but still lacking in AI integration.
5. Donut: Explore the crypto-native automated execution path.

Entrepreneurial Opportunities

For entrepreneurs, the real opportunity lies in:

1. Standardization of interface structure: Design a product structure that can be called by AI Agents.
2. Identity and Access: Become a trusted intermediary layer for AI agents.
3. Traffic mechanism reconstruction: shifting from SEO to AEO (Agent Engine Optimization).

The future browser war is not about creating another Chrome, but about establishing a platform that allows AI agents to efficiently execute tasks. Entrepreneurs need to design products as API components that can be called by AI, becoming a key link in the trust chain of intelligent agents.