Last night.AI Browserproduct Dia / Arc's production company, The Browser Company, has announced that it has reached an agreement with enterprise software giant Atlassian, which will acquire The Browser Company for $610 million
Upon completion of the acquisition, The Browser Company will remain independently owned and operated with Dia as its core program.
Early this morning, the butterfly effect / Manus Founder Xiao Hong commented on the above event in a post on Instant: "Dia / Arc has been acquired by Atlassian, and this is probably the best ending for it."
Xiao Hong said that the new technology used in the old category is more suitable for defense. It points out the problems of the old category:
If the innovation is not big, the incentive for users to switch is not high enough, and simple innovations can easily be integrated by large companies or covered by the plugin ecosystem. And if the innovation is big, the switching cost for users is high.
In this regard, he believes that if you want to be a browser company, "you either have to be good at marketing, Arc is making videos, Perplexity is using the Chrome acquisition as a gimmick to get free attention. "Or you have to be To B (for the enterprise)".
At the same time, Xiao Hong also said, "We (Butterfly Effect) will not do marketing, nor will we do 'To B', and we are not established for the purpose of being acquired." It revealed that "last year, after exploring the category for most of the year, we took the initiative to give up the category."