Silicon Valley Daily

Haven't read it yet but this is a write up of the Browser Company's CEO finally sharing about basically abandoning Arc to pursue Dia

https://open.substack.com/pub/browsercompany/p/letter-to-arc-members-2025

Browsers ceased to be an at-scale consumer platform independent of distribution after Internet Explorer was released and crushed Netscape.

There was a brief moment where Mozilla Firefox (thanks to IE6 stagnation) might have proven a counterfactual, but Google and Apple won the browser market on mobile and then desktop because of distribution.

Consumers are fine if the default is good enough. Hard to make it 10x better.

Still holding on to Arc because it's so good 😭