[new_here]

Agreed, OpenAI and Anthropic want to get as close to the user as possible. Browser is used more often than a specific website or standalone desktop app and much less work than an entire OS. Raycast also seems well positioned but perhaps more niche.

Perhaps Atlassian was sitting on cash and needed to make some bets. If you can build a big enough user base for a browser it can earn handsomely from AdWords type referral fees. Look at what Google pays Apple to be default on Safari and how much referral spend Chrome recouped for Google etc. Maybe Atlassian will try and promote Dia to its customer base and look to launch more AI type commercial product discovery experiences like Perplexity Shopping.

[utyop22]

"Perhaps Atlassian was sitting on cash and needed to make some bets

Perhaps investors should put on a stupidity discount and discount the value of cash when valuing the value of equity!