AI Browser Market Intelligence - 07/15/2025
Why We're Tracking This
As an agency, we've built our reputation on transparency. Not the performative kind. Just real talk about what's actually happening.
When we said we were going all in on the retrieval layer, we meant it. We're already tracking AI referral traffic from chatbot interfaces, helping businesses try to understand where their mystery traffic is coming from.
Now we're taking it further. Documenting the emergence of agentic browsers from day one. Will this become the next big shift in how people browse the web? Will it crash and burn under the gated and temporary $200/month pricing?
We honestly don't know yet.
That's exactly why we're tracking it. The story is still being written. We're here to document what unfolds, week by week.
Let's see where this goes.
Global Market Size: Fewer than 50,000 users across all verified agentic browser products
Data Availability: Extremely limited - no companies publish user counts, usage metrics, or revenue attribution
Market Stage: Pre-commercial with significant pricing barriers ($200/month) and beta-only access
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Comet Launch - Perplexity launched Comet browser July 9, 2025, available only to $200/month subscribers -
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Dia Beta - The Browser Company continues Mac-only beta for Arc users with invite system
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Opera Neon - Remains in waitlist-only status with no public launch date announced
Important: The following are estimates with wide confidence intervals due to limited available data.
What We Cannot Measure
- Task completion rates completely unknown
- No published usage statistics from any company
- Retention and churn data not disclosed
- Comet revenue bundled with Perplexity Max
- No separate financial reporting for browsers
- Enterprise vs. consumer split unknown
- No standardized metrics for "agentic" capabilities
- Different access models make comparison impossible
- User switching patterns unknown
Industry Coverage & Sentiment
Significant coverage of Perplexity Comet launch in TechCrunch, The Verge, PC Magazine. Industry focus on $200/month pricing as barrier to adoption.
Reddit discussions focused on Comet pricing concerns (r/browsers, r/perplexity). Limited user testimonials due to restricted access.
Limited GitHub activity visible for agentic browser projects. No significant developer conference presentations this week.
Next 2-4 Weeks:
- Opera Neon potential launch announcement or timeline disclosure
- Perplexity Comet user feedback and potential pricing adjustments
- The Browser Company Dia expansion beyond Mac platform
- OpenAI browser development updates (rumored but unconfirmed)
Market Maturation Indicators:
- Third-party analytics tools capable of tracking agentic browser usage
- Independent user research and satisfaction surveys
- Competitive feature parity across multiple products
- Regulatory attention or privacy guidance specific to agentic browsing
Potential Catalysts:
- Public availability of Opera Neon (currently waitlist-only)
- Pricing reductions that enable broader adoption
- Enterprise adoption signals and B2B use cases
- Integration announcements with existing browser ecosystems
Data Sources & Analysis Framework
Data Sources This Week:
- TechCrunch official Perplexity Comet launch coverage
- Opera official blog announcement for Neon
- The Browser Company official Dia beta information
- Company websites and pricing pages
- PC Magazine and The Verge coverage of Comet launch
- Reddit community discussions and user feedback
- Twitter mentions and social media sentiment
- Technology analyst commentary
- Website traffic estimates for company pages
- Search volume trends for product names
- Job posting analysis for relevant roles
- Waitlist signup page performance indicators
Source Quality Assessment:
Key References
Previous Report Corrections:
N/A (inaugural report in series)
Contact Information:
Report Schedule:
Questions, feedback, or have a data source we should know about? Drop us a line — aloha@platelunchcollective.com