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Alex Bass's avatar

Okay, this article was magical... Arc has completely taken over my mind space since initially getting access. With what I thought Chrome and ChromeOS would one day be (the internet machine), after exclusively using ChromeOS for 6 years to make a point (that even 99% of running a technical software integration company, was achievable in the browser alone). I realized though after using Arc exactly why Chrome OS and Chrome will never be that. Selling my Chromebook and buying my first MacBook Air, never to look back at Chrome/ChromeOS again.

Seeing Darin join TBC and the reasonings behind it resonated so strongly, my past decade of hope summarized in such few words from Darin's mouth, and you did such an amazing job of capturing it all of this and more in this piece. Well done 👏

It's funny, in also trying to explain to people what makes Arc magical, I couldn't help but write a couple months after first discovering Arc, a 4,400 word article on the magic of Arc through my ChromeOS and extension journey: https://efficientvc.substack.com/p/conviction

I genuinely think it's one of those iPhone moments. You either install it, use it for a few days, and "get it", or you judge it from afar. All I know for certain is that we haven't seen something as magical as Arc in a while. In the vision of what it'll be, not just what it is today.

While I love and invest into SaaS, Arc is one of the first times that the vision of what it could be is so much larger than anything else out there. So how can any of us really get this point across? We've tried, we'll keep trying, but at the end of the day, people will ultimately see.

Amazing Piece Packy 🔥🔥🔥

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James Taylor's avatar

Counter intuitive though it may seem, part of this is likely to work flipped on its head:

“ultimately learning our behaviors and acting on our behalf, sending emails, writing documents, and doing many of the things that we do manually today.

When that comes to pass, it’s going to be jarring to have AI assistants that only operate in the context of specific desktop or mobile apps, or even within the context of a specific OS. Siri will get smarter, and Bing and Google’s AI assistants will get more powerful, and Notion AI is really good, but my guess is that we’ll want our personal AIs to traverse all of the things we do online, whether on desktop, mobile, or something else, providing context or assistance wherever useful. The best place for such an AI to exist is within the Internet Computer.”

The perception that applications are personalized to us when instead they only need understand our context and how that context relates (web of relations) to other entities.

Similarinc.com is developing exactly that data set outside of applications, ergo cross domain. Don’t rule out the browser extensions from the browser opportunity just yet!

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