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Posted by kevinyew 9/4/2025

Atlassian is acquiring The Browser Company(www.cnbc.com)
https://browsercompany.substack.com/p/your-tuesday-in-2030

https://www.atlassian.com/blog/announcements/atlassian-acqui...

https://www.theverge.com/web/770947/browser-company-arc-dia-...

522 points | 504 commentspage 2
Illniyar 9/4/2025|
Isn't Atlassian where products go to die? :)

Is this is an acquihire? Atlassian does not seem to have strategic overlap with making a browser in any meaningful way I can think of.

cpach 9/4/2025||
I think Atlassian is kind of trying to be the Lotus Notes of the 20s. If so, I can see why their upper management approved this acquisition.

Will anything good come out of it…? I could be wrong, but I seriously doubt it.

blackqueeriroh 9/5/2025||
Which products have ton to Atlassian to die?
TiredOfLife 9/5/2025|||
Trello
ghiculescu 9/5/2025|||
Hipchat RIP
apwell23 9/5/2025||
Brings back so many memories. I bought TEAM stock at $17 when they bought hipchat.

turned out to be a nice investment even though they killed the product.

jdlyga 9/4/2025||
Arc Browser is an excellent "what could have been" story. The UI came together amazingly fast, there was excellent posts every week with updates from the project lead, and it felt fresh and exciting. It would be an amazing open source project, but there just not a good way to monetize it. There's no other browser, including newer projects like Zen, with a better ui. I would strongly encourage Atlassian to open source Arc.
kadomony 9/4/2025|
I bet they were already in talks for being acquired and not open sourcing Arc was one of the conditions.

Who knows what Atlassian will do with it, but I did find it a bit frustrating that in the Atlassian blog announcing the acquisition, they showcase images of Arc when they're specifically talking about Dia. The two browsers do not have UI parity, and much of what I loved about Arc would need to be recreated in Dia.

ljbred08 9/5/2025||
Exactly! I hope Atlassian actually has some sense: either Arc's UX needs to be merged into Dia or Dia's functionality needs to be merged into Arc. You can't keep either going otherwise.
cwrichardkim 9/4/2025||
Atlassian owns: jira, confluence, trello, bitbucket, loom, and a couple of other small products

It doesn’t feel like a strong strategic or product fit. These are all complex power user products meant to serve enterprises at scale. Integration doesn’t seem useful either. Bummer but congrats to the team!

mananaysiempre 9/4/2025||
Thus far I’ve found Jira’s AI features to be basically nonsensical (and they’re constantly annoying me with downright childish amounts of bling, like if you asked a five-year-old to design a product box). So that seems perfectly in character.

All right, there’s a related-tickets feature that could have been great (witness the related-questions feature on Stack Overflow’s ask page, widely acknowledged to search better than the site’s actual search). It’s just no good at what it’s sup posed to do.

sevensor 9/4/2025|||
> Jira’s AI features to be basically nonsensical

Unlike its other features?

mananaysiempre 9/4/2025|||
I mean. Like. It files tickets. Closes them. Links them. Accepts comments. Sends email to me when all that stuff happens. I can make it send email to others too. All that seems fine? The web UI of the hosted version runs like absolute ass, and its inability to preserve a ticket being created when I accidentally close the tab is downright offensive, or at least what comes out of my mouth when I experience that definitely is. But otherwise fine? ( /s, a bit)

I haven’t had to use the more egregious stuff like time tracking, as you can tell. I think one of our projects has a kanban board somewhere, but I’m not a release manager so I’m mostly living in happy ignorance of what’s on it. It’s not a large outfit, thankfully.

lmm 9/5/2025||
> Closes them.

Or resolves them. Or sometimes both, or sometimes neither, and maybe you can undo one but not the other. I wouldn't say it manages to make sense with that piece of functionality.

Esophagus4 9/4/2025||||
Agreed. Though I will say using the AI to JQL tool is nice.

And I use Confluence’s AI pretty often.

blackqueeriroh 9/5/2025|||
Completely disagree. Rovo has been an incredible game changer for us. It speeds up work by like 30% and brings context to information rapidly.
rollcat 9/4/2025|||
Atlassian broke both Trello and Bitbucket for me, so at least, thanks for acquiring these browsers before I got a chance to get attached?
blackqueeriroh 9/5/2025||
How did they break Bitbucket for you?
Moto7451 9/4/2025|||
There’s a bunch of “AI” features being added to Jira if you’re a Jira Cloud customer. I don’t find them useful and maybe that’s a common issue. The features in Dia seem to kind of map to Jira and Confluence if you squint at it. Maybe this is just for that team to fix those features.
pluc 9/4/2025|||
There's piles of money to be made training a model on content they have access to
gbalduzzi 9/4/2025||
Arc will probably become a product for Atlassian paying users
afavour 9/4/2025||
$610m for a Chromium skin with generic AI bolted on feels like a lot. But what do I know?
gsoid 9/4/2025||
It's for the team
afavour 9/4/2025|||
The team that made a Chromium skin with generic AI on top of it, yes
dbbk 9/4/2025|||
That team is not worth $610m
asystole 9/4/2025||
They did well to get acquired before the AI bubble pops.
dcchambers 9/4/2025||
The thing the Browser Company does best is marketing. I have always felt like they really wanted to market their products more than build them. The founders should let Dia/Arc go and just go into product marketing. Many would hire them.
joeguilmette 9/4/2025||
I always wondered who did their marketing. Their Arc Act II video was so good I watched it a few times (https://youtu.be/WIeJF3kL5ng?si=R1fHA87355dXDuZH).

I immediately thought Sandwich made it. Some of their stuff like https://youtu.be/5GeR8XTWR3M?si=RX-NBCMicnUPw1jA is so good I just periodically watch it.

If The Browser Company folks made that video, their superpower is really marketing and you are actually correct. But I feel like it must have been an agency.

frankdenbow 9/4/2025||
Nashilu Makoua did a lot of their storytelling and strategy, very talented.
bb82 9/4/2025||
[dead]
petralithic 9/4/2025||
What was the Browser Company even doing? First they had a successful consumer product with Arc as a Chrome clone, then they decided to shut it down for...a whole new browser called Dia that essentially acted as a browser extension that so many vibe coded clones were made of?

What was even the point of all this roundabout engineering and the time and manpower to do so? What a waste. This seems more like an acquihire than actually about IP.

jmull 9/4/2025||
> What was the Browser Company even doing?

Probably something like this all along.

If you have investors, and give away for free a product that costs a lot of money to develop, there is surely a strategy for those investors to get their money back, plus a lot more.

It doesn't always work, of course. But it seems to have worked well in this case.

ClaraForm 9/4/2025|||
I think the play was something along the lines of being "the new iOS". Lots of new apps (see: LLMs) are browser-first, forgoing building platform-targeting apps entirely. When they couldn't see any app devs lining up to build Arc-specific extensions, apps, or such, they pivoted. Dia was more of an LLM-host browser, with the play being they're hoping for OpenAI or Perplexity or one of the big foundation-players to "pay" to be the "exclusive" AI provider, like old-Google pays to be the default on Safari. But ... both plays didn't find any audience or customer, rightly so, as they didn't try to "fix" anything anyone actually considered a problem, just tried to build a niche their own. :(
ivanjermakov 9/4/2025|||
Why would anyone acquire a company that made a successful VSCode fork or a wrapped Chromium browser? I expect these people making such decisions to be far from understanding tech behind it.
alberth 9/4/2025|||
Cursor is a VSCode fork, generating reported $500M+ in revenue and is only a couple years old.

https://techcrunch.com/2025/06/05/cursors-anysphere-nabs-9-9...

Sebguer 9/4/2025||
Yes, and the person you are replying to is clearly referencing Windsurf which was another vscode fork...
conradev 9/4/2025||||
In The Browser Company’s case, they have a lot of engineers who work on Chromium. Not sure about the other wrapper companies!
Spivak 9/4/2025||||
Arc I think graduated from wrapper status, it was a really interesting and unique browser while it lasted.
nailer 9/4/2025|||
Because those companies own the customers.
netghost 9/4/2025|||
There was an interview with the founders not long ago on Every's podcast: https://every.to/podcast/inside-the-browser-company-why-they...

I never really got where the innovation was in Arc, and never got a chance to see or try Dia, but the interview at least gave me some empathy for what they were going for.

Ancapistani 9/4/2025|||
From my perspective, as a user, the big thing is compartmentalization.

Arc breaks the traditional paradigm of "bookmarks", using "Spaces" and "Pins" instead.

"Pins" are the closest to bookmarks. They appear at the top of the sidebar, and can be organized into folders. They differ from bookmarks in that they are pretty much native tabs that are unloaded until you open them.

"Spaces" are sets of tabs, both pinned and normal. You can associate a space with a specific profile, and each profile has separate cookies and such - but you don't have to.

From a usage perspective, pinned tabs instead of bookmarks mean that I can press Cmd+t and enter a URL, a search query, or the name of a pinned tab. It's smart enough to choose the correct one which means I don't have to think about it. That's handy, and was unique when I adopted it, but I'm sure it's either been implemented in other browsers or can be easily enough.

Spaces are _very_ handy, though. Right now, I have eight spaces. One "default" that I use normally, five for various projects I'm actively working on, one for a long-running project that requires me to log into a different Zoom account (so that one has its own profile, to prevent my accidentally being logged into the wrong Zoom account when joining a meeting), and one for personal stuff.

I have it on my list to look for an alternative and migrate, but it's still working for my needs. I'm going to miss it, though.

NoGravitas 9/4/2025|||
Zen browser is basically a Firefox-based reimplementation of Arc's main features.
nartho 9/4/2025|||
Zen browser has spaces
lostmsu 9/4/2025||
And more importantly Edge.
doix 9/4/2025|||
> I never really got where the innovation was in Arc

I worked with a PM that absolutely loved it and insisted on using it. When he showed me it, all I could think of was "this is what my Firefox looked like before they killed XUL extensions".

uni_baconcat 9/5/2025|||
> I never really got where the innovation was in Arc

Arc on Windows was build in Swift. And they built Swift WinRT.

polytely 9/4/2025||
pivoting to AI to get the bag while getting acquired
amrrs 9/4/2025||
Surprising I don't think Atlassian hasn't even recovered from Loom acquisition. It was good for Loom but hardly any positive impact for Atlassian. Now Arc and Dia - it seems to be an obsession to acquire an AI BROWSER
utyop22 9/4/2025||
Its just funny to watch isnt it.

The reality is, most people at the top of these firms had great initial success because they had some advantage but over time, you realise that advantage acquired can be explained more by luck than skill.

Very few can have sustained success.

blackqueeriroh 9/5/2025||
How so? The Loom acquisition has been a huge success for Atlassian.
neodymiumphish 9/4/2025||
Arc was actually full of some really great ideas. There was plenty of nonsense, but their Air Traffic Control feature is still unmatched on other browsers. Multi-container/profile browsing is managed so poorly across other browsers.

Dia is a joke, but I guess it has a chance in the age of ever-more-popular AI functionality.

My only curiosity is whether this means that Atlassian will lock these browsers down to just paying customers or keep some limited functionality versions available for personal use. Of all the companies who might’ve bought TBC, I did not expect Atlassian, based on the services they offer already.

Then again, all the potential anti-trust stuff happening with Google and the push to separate Google from Chrome could be a bit catalyst for this move.

dcchambers 9/4/2025||
Arc had some novel ideas but ultimately it was DOA for me because I needed something that I could access on both desktop and mobile for shared tabs/history/etc.

They did help push the established players in the field forward a bit though, so I will be thankful for that.

Also: It's always funny to see how people really feel about an acquisition. eg the comments in this thread feel like a eulogy.

joeguilmette 9/4/2025|
It does that.
dcchambers 9/4/2025||
There was no Arc Mobile when it first released.
acl 9/4/2025|
Any guesses as to what this means for Arc?

I absolutely love Arc for Mac. It gets all the little things right -- at least for my workflow and mindset. But "getting all the little things right" in a browser isn't something you can monetize.

chipotle_coyote 9/4/2025|
What it means, I suspect, is that you should look into the Zen browser for Mac (and Windows and Linux, to boot), which is very clearly heavily Arc-inspired but not aiming for VC Unicorn status.

https://zen-browser.app/

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