Founders

The open web is dead, long live the open web. ⌐◨-◨

Building Farcaster

makes sense 

i think they saw cursor innovate w context mgmt using @ to tag files and thought... 

"let's do that but w tabs!"

Pivoting to AI. IMO likely targeting an acquihire since Arc is better suited for a "lifestyle business"

An update on our new AI browser, Dia:

We just wrapped alpha testing with thousands of college students. Felt like the perfect moment to share a raw @browsercompany update on what’s been going on (including demos). So much to catch you up on… https://t.co/oG1QLUJkcP

Josh Miller

Experienced product manager — $1b in traded volume at businesses backed by YC, a16zcrypto, Volt Capital | Looking for my next role.

He wrote why they pivoted to building Dia here. 

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

i just saw a demo of it, doesn't make any sense why that's their new focus

Building Dia. 

https://x.com/joshm/status/1922639507033149597?s=46

Stay Curious // iixii // Head of Crypto at https://www.lazertechnologies.com/  // Prev: CoinDesk, Roc Nation // based @basedevo

Haven’t paid as much attention as i’d like to in regard to what they’re doing but my sense is that they want to be the AI browser

From a user/dev standpoint, it doesn’t make sense letting go of a product people love so much but from a VC, likelihood of getting acquired or more funding, building a good product on the AI hype is not a bad plan. I hope they get what they want from this pivot