Rokcso's Blog

译> 致 Arc 用户的 2025 年信

我就是那个坚持使用 Arc 几天就成为其狂热粉丝的人之一,这篇文章也解答了我的很多疑惑,感谢 The Browser Company。


本文由 AI 翻译,rokcso 修正。

原文链接:Letter to Arc members 2025

On Arc, its future, and the arrival of AI browsers — a moment to answer the largest questions you’ve asked us this past year.

关于 Arc 浏览器、它的未来,以及 AI 浏览器的到来 —— 此刻我们将回答过去一年中你们提出的最重要问题。

无题(致乔治·麦戈文)2 号,丹·弗莱文。迪亚比肯,2024 年
无题(致乔治·麦戈文)2 号,丹·弗莱文。迪亚比肯,2024 年

亲爱的 Arc 用户们

Dear Arc members

You’re probably wondering what happened. One day we were all-in on Arc. Then, seemingly out of nowhere, we started building something new: Dia.

你们或许在疑惑发生了什么。前一刻我们还全心投入 Arc,转眼间却开始构建新事物:Dia。

From the outside, this pivot might look abrupt. Arc had real momentum. People loved it. But inside, the decision was slower and more deliberate than it may seem. So I want to walk you through it all and answer your questions — why we started this company, what Arc taught us, what happens to it now, and why we believe Dia is the next step.

这个转向看似突然。Arc 曾势头正劲,深受用户喜爱。但内部决策远比表面看来更审慎漫长。因此我想向你们完整阐述,并回答 你们的问题 —— 我们为何创立这家公司、Arc 给予的启示、它现在的归宿,以及为何坚信 Dia 是必然的下一步。

我们做错了什么

What we got wrong

To start, what would we do differently if we could do it all over again? Too many things to name. But I’ll keep it to three.

首先,如果重来一次我们会采取哪些不同做法?多到难以列举。但我只说三点。

First, I would’ve stopped working on Arc a year earlier. Everything we ended up concluding — about growth, retention, how people actually used it — we had already seen in the data. We just didn’t want to admit it. We knew. We were just in denial.

第一,我会提前一年停止开发 Arc。关于增长、留存率、用户实际使用方式等最终结论,我们早就在数据中看到了迹象。只是我们不愿承认。我们心知肚明,却选择了自我欺骗。

Second, I would’ve embraced AI fully, sooner and unapologetically. The truth is I was obsessed. I’d stay up late, after my family went to bed, playing with ChatGPT— not for work, but out of sheer curiosity.

其次,我会更早、更彻底且毫无顾虑地拥抱 AI。事实上我曾痴迷于此 —— 家人入睡后,我会熬夜把玩 ChatGPT,不是出于工作需要,纯粹源于好奇。

But I also felt embarrassed. I hated so much of the industry hype (and how I was contributing to it). The buzzwords. The self-importance. It made me pull back from my own curiosity, even though it was real and deep. You can see this in how cautious our Arc Max rollout was. I should have embraced my inspiration sooner and more boldly.

但我也感到难为情。我厌恶这个行业过度的炒作(以及自己推波助澜的行为),那些浮夸的术语和自以为是。这让我压抑了自己真实而深刻的好奇心。从我们谨慎推出 Arc Max 的方式就能看出这点。我本该更早、更大胆地追随灵感的指引。

If you go back to our Act II video — when we announced we were going to bring AI to the heart of Arc — it ends with a demo of a prototype we called Arc Explore. That idea is basically where Dia and a lot of other AI-native products are headed now. That’s not to say we were ahead of our time, or anything like that. It’s just to say our instincts were there long before our hearts caught up.

如果回看我们发布 第二篇章的视频 —— 当时宣布要将 AI 融入 Arc 核心功能 —— 结尾展示的 Arc Explore 原型演示,本质上就是 Dia 等众多 AI 原生产品如今的发展方向。这并非标榜我们多么超前,只是想说明:我们的直觉早已预见,只是内心迟迟未能跟上。

<a href="https://youtu.be/WIeJF3kL5ng?feature=shared&amp;t=302">Arc Explore 原型</a>,如我们在第二幕视频中分享的那样。2024年1月。
<a href="https://youtu.be/WIeJF3kL5ng?feature=shared&amp;t=302">Arc Explore 原型</a>,如我们在第二幕视频中分享的那样。2024年1月。

Third, I would’ve communicated very differently. We care so much about the people we build for. Always have. Saying it “pains me” to have made people mad doesn’t really do it justice. In some moments, we were too transparent — like announcing Dia before we had the details to share. In others, not transparent enough — like taking too long to answer questions we knew people were asking.

第三,我的沟通方式会截然不同。我们始终极度重视为之打造产品的用户群体。用「感到痛心」来形容激怒用户这件事,实在过于轻描淡写。有些时候我们过度透明 —— 比如在尚未准备好细节时就提前宣布 Dia 项目;另一些时候又不够透明 —— 比如对用户普遍关心的问题回应得太迟。

A few years ago, a mentor told me to put a sticky note on my desk that said: “The truth will set you free.” I know. It sounds like a fortune cookie. But it’s served me well, again and again. If I regret anything most, it’s not using it more. This essay is our truth. It’s uncomfortable to share. But we hope you can feel it was written with care and good intent.

几年前,一位导师建议我在桌上贴张便签,写着:「真相会让你自由」。我知道,这听起来像幸运饼干里的箴言。但它一次又一次地让我受益匪浅。如果说有什么最后悔的事,那就是没有更频繁地践行这句话。本文就是我们的真相。分享这些令人不适。但我们希望你能感受到,这些文字饱含诚意与善意。

我们为何打造 Arc

Why we built Arc

In order to answer your real questions — why we pivoted to Dia, whether we can open source Arc, and more — I need to share a bit of background from the past. It informs what is possible (and not) today.

为了回答你们真正关心的问题 —— 为何转向 Dia、能否开源 Arc 等等 —— 我需要先分享些过往背景。这些历史决定了当下哪些事可行(哪些不可行)。

At its core, we started The Browser Company with a simple belief: the browser is the most important software in your life — and it wasn’t getting the attention it deserved.

本质上,我们创立 The Browser Company 源于一个简单信念:浏览器是你生活中最重要的软件 —— 但它从未获得应有的重视。

Back in 2019, it was already clear to us that everything was moving into the browser. My wife, who doesn’t work in tech, was living in desktop Chrome all day. My six year old niece was doing school entirely in web apps. The macro trends all pointed the same direction too: cloud revenue was surging, breakout startups were browser-based (writing blog posts like “Meet us in the browser”), crypto ran through browser extensions, WebAssembly was enabling novel experiences, and so on.

早在 2019 年,我们就清晰地看到一切都在向浏览器迁移。我从事非技术工作的妻子整天泡在桌面版 Chrome 里,六岁的侄女完全通过网页应用完成学业。宏观趋势也指向同一方向:云服务收入激增,现象级初创企业基于浏览器(发表着 在浏览器里见 这类博客),加密货币通过浏览器扩展运行,WebAssembly 正在创造全新体验等等。

来源:亚马逊、微软和 Alphabet 投资者关系网站,来自 <a href="https://www.thestreet.com/amazon/aws/where-to-invest-in-the-cloud-wars-aws-vs-azure-vs-google-cloud">The Street</a>。
来源:亚马逊、微软和 Alphabet 投资者关系网站,来自 <a href="https://www.thestreet.com/amazon/aws/where-to-invest-in-the-cloud-wars-aws-vs-azure-vs-google-cloud">The Street</a>。

Even back then, it felt like the dominant operating system on desktop wasn’t Windows or macOS anymore — it was the browser. But Chrome and Safari still felt like the browsers we grew up with. They hadn’t evolved with the shift. And both of these trends have only accelerated since. Some companies only issue enterprise versions of Chrome with new employee laptops (their companies fully run on SaaS apps), and Chrome and Safari remain essentially unchanged.

即便在当时,桌面端的主导操作系统似乎已不再是 Windows 或 macOS —— 而是浏览器。但 Chrome 和 Safari 仍像是我们从小用到大的传统浏览器,它们并未随时代变革而进化。而这两大趋势此后愈演愈烈:有些公司给新员工配发的笔记本电脑只预装企业版 Chrome(这些公司已完全依托 SaaS 应用运行),而 Chrome 和 Safari 本质上依然一尘不变。

So that’s why we made Arc. We wanted to build something that felt like “your home on the internet” — for work projects, personal life, all the hours you spent in your browser every single day. Something that felt more like a product from Nintendo or Disney than from a browser vendor. Something with taste, care, feeling.

这就是我们打造 Arc 的初衷。我们想创造能成为「你在互联网上的家」的产品 —— 无论是工作项目、个人生活,还是每天在浏览器中度过的所有时光。它应该更像任天堂或迪士尼出品的产品,而非传统浏览器厂商的造物。它应当具备品味、温度与 情感

We wanted you to open Arc every morning and think, “This is mine, my space.” And we called this north star vision the “Internet Computer.”

我们曾希望你每天早晨打开 Arc 时都会想:「这是我的,我的空间。」,我们将这一北极星愿景称为「互联网计算机」。

But it increasingly became clear that Arc was falling short of that aspiration.

但越来越明显的是,Arc 未能实现这一抱负。

Arc 的不足之处

Where Arc fell short

After a couple of years of building and shipping Arc, we started running into something we called the “novelty tax” problem. A lot of people loved Arc — if you’re here you might just be one of them — and we’d benefitted from consistent, organic growth since basically Day One. But for most people, Arc was simply too different, with too many new things to learn, for too little reward.

在开发和发布 Arc 几年后,我们开始遇到所谓的「新奇税」问题。许多人喜爱 Arc —— 如果你正在阅读本文,你可能就是其中之一 —— 而且从第一天起,我们就受益于持续的自然增长。但对大多数人来说,Arc 实在太与众不同了,需要学习太多新东西,而回报却太少。

To get specific: D1 retention was strong — those who stuck around after a few days were fanatics — but our metrics were more like a highly specialized professional tool (like a video editor) than a mass-market consumer product, which we aspired to be closer to.

具体来说:D1 留存率很高 —— 那些坚持使用几天的人会成为狂热粉丝 —— 但我们的指标更像是一个高度专业化的专业工具(如视频编辑器),而不是我们渴望更接近的大众市场消费品。

On top of that, Arc lacked cohesion — in both its core features and core value. It was experimental, that was part of its charm, but also its complexity. And the revealed preferences of our members show this. What people actually used, loved, and valued differs from what the average tweet or Reddit comment assumes. Only 5.52% of DAUs use more than one Space regularly. Only 4.17% use Live Folders (including GitHub Live Folders). It’s 0.4% for one of our favorite features, Calendar Preview on Hover.

此外,Arc 缺乏凝聚力 —— 无论是核心功能还是核心价值。它的实验性是其魅力所在,但也造就了复杂性。用户的实际使用偏好印证了这一点。人们真正使用、喜爱和重视的功能,与推特或 Reddit 评论中的普遍假设大相径庭。仅有 5.52% 的日活跃用户会定期使用多个空间功能。使用实时文件夹(包括 GitHub 实时文件夹)的用户仅占 4.17%。而我们最钟爱的悬停日历预览功能,使用率仅为 0.4%。

Switching browsers is a big ask. And the small things we loved about Arc — features you and other members appreciated — either weren’t enough on their own or were too hard for most people to pick up. By contrast, core features in Dia, like chatting with tabs and personalization features, are used by 40% and 37% of DAUs respectively. This is the kind of clarity and immediate value we’re working toward.

更换浏览器是个很高的要求。我们曾钟爱 Arc 的那些小功能 —— 你和其它用户欣赏的特性 —— 要么单独来看不够吸引,要么对大多数人来说上手太难。相比之下,Dia 的核心功能如标签页聊天和个性化设置,日活用户使用率分别达到 40% 和 37%。这正是我们追求的产品清晰度与即时价值体现。

But these are the details. These are things you can toil over, measure, sculpt, remove.

但这些都只是细节。都是你可以费心琢磨、衡量、雕琢、剔除的东西。

The part that was hard to admit, is that Arc — and even Arc Search — were too incremental. They were meaningful, yes. But ultimately not at the scale of improvements that we aspired to. Or that could breakout as a mass-market product. If we were serious about our original mission, we needed a technological unlock to build something truly new.

最难启齿的是,Arc —— 甚至 Arc Search —— 都过于渐进式了。它们确实有意义,但终究未能达到我们渴望的改进规模,也无法成为引爆大众市场的产品。如果我们真心想实现最初的使命,就需要技术上的突破来打造真正创新的东西。

In 2023, we started seeing it happen, across categories that felt just as old and cemented as browsers. ChatGPT and Perplexity were actually threatening Google. Cursor was reshaping the IDE. What’s fascinating about both — search engines and IDEs — is that their users had been doing things the same way for decades. And yet, they were suddenly open to change.

2023 年,我们开始见证变革在各个领域发生,就连浏览器这样看似古老稳固的品类也不例外。ChatGPT 和 Perplexity 确实对谷歌构成了威胁,Cursor 正在重塑集成开发环境。搜索引擎和 IDE 最耐人寻味之处在于 —— 它们的用户几十年来都保持着相同的使用习惯,却突然愿意拥抱改变了。

This was the moment we were waiting for. This was a fundamental shift that could challenge user behavior and maybe lead to a true reimagining of the browser. Hopefully you can now see why Dia felt like a no-brainer. At least for us and our original aspirations.

这正是我们期待已久的时刻。这场根本性变革可能挑战用户行为模式,甚至带来浏览器形态的真正革新。现在你应该明白为什么开发 Dia 对我们来说是顺理成章的选择 —— 至少符合我们最初的理想抱负。

So when people ask how venture capital influenced us — or why we didn’t just charge for Arc and run a profitable business — I get it. They’re fair questions. But to me, they miss the forest for the trees. If the goal was to build a small, profitable company with a great team and loyal customers, we wouldn’t have chosen to try and build the successor to the web browser – the most ubiquitous piece of software there is. The point of this was always bigger for us: to build good, cared for software that could have an impact for people at real scale.

因此当人们问风险投资如何影响了我们 —— 或者为什么我们不直接对 Arc 收费、经营一家盈利企业时 —— 我完全理解。这些都是合理的问题。但在我看来,这些问题只见树木不见森林。如果目标只是打造一家小而美的盈利公司,拥有优秀团队和忠实客户,我们根本不会选择尝试构建网络浏览器的继任者 —— 这个世界上最无处不在的软件。对我们而言,这件事的意义始终更为宏大:打造优质、用心的软件,让它能在真正广泛的范围内影响人们的生活。

So if Arc fell short, why build something new versus evolve it?

那么如果 Arc 未能达标,为何不改进它而是另起炉灶?

为何未将 Dia 整合进 Arc

Why we didn’t integrate Dia into Arc

It’s a great question. And for those who followed our podcast last year, you’ll know that it’s one we spent the entire summer grappling with before understanding that Dia and Arc were two separate products.

这是个很好的问题。去年关注 我们播客 的朋友会知道,我们花了整个夏天才弄明白 Dia 和 Arc 其实是两个独立的产品。

For starters, in many ways, we have approached Dia as an opportunity to fix what we got wrong with Arc.

一开始,在很多方面,我们将 Dia 视为一个纠正 Arc 时期错误的机会。

First, simplicity over novelty. Early on, Scott Forstall told us Arc felt like a saxophone — powerful but hard to learn. Then he challenged us: make it a piano. Something anyone can sit down at and play. This is now the idea behind Dia: hide complexity behind familiar interfaces.

首先,简洁胜于新奇。早期斯科特·福斯特尔曾告诉我们,Arc 给他的感觉像萨克斯风 —— 强大但难以上手。随后他向我们提出挑战:要把它变成钢琴。一种任何人都能坐下来演奏的乐器。这就是 Dia 背后的核心理念:将复杂性隐藏在熟悉的界面之下。

Second, speed isn’t a tradeoff anymore — it’s the foundation. Dia’s architecture is fast. Really fast. Arc was bloated. We built too much, too quickly. With Dia, we started fresh from an architecture perspective and prioritized performance from the start. Specifically, sunsetting our use of TCA and SwiftUI to make Dia lightweight, snappy, and responsive.

其次,速度不再是权衡取舍 —— 它已成为基石。Dia 的架构速度极快,真正意义上的迅捷。Arc 曾显得臃肿不堪,我们当初构建得太多太快。而 Dia 从架构层面重新出发,从一开始就将性能作为首要考量。具体而言,我们逐步淘汰了 TCA 和 SwiftUI 的使用,使 Dia 变得轻量化、响应迅捷且灵敏流畅。

Third, security is at the forefront. Dia is a different kind of product – to meet it, we grew our security engineering team from one to five. We’re invested in red teaming, bug bounties, and internal audits. Our goal is to set the standard for small startups. Which is even more important in a world of AI, especially as more AI agents come online. We want to get out in front.

第三,安全是重中之重。Dia 是一款与众不同的产品 —— 为此,我们将安全工程团队从一人扩充至五人。我们投入资源进行红队演练、漏洞赏金计划和内部审计。我们的目标是为小型初创企业树立安全标杆。在人工智能时代,这一点尤为重要,尤其是随着更多 AI 智能体上线运行。我们希望能未雨绸缪。

These are all things that need to be part of a product’s foundation. Not afterthoughts. As we pushed the boundaries of whether this truly was Arc 2.0 last summer, we found that there were shortcomings in Arc that were too large to tackle retroactively, and that building a new type of software (and fast) required a new type of foundation.

这些都是产品基础中必须包含的要素,而非事后补救。去年夏天,当我们不断挑战这究竟能否称为 Arc 2.0 时,发现 Arc 存在一些根本性缺陷,这些问题过于庞大难以事后修补。要构建(且 快速构建)新型软件,就需要全新的基础架构。

我们会开源 Arc 吗

Will we open source Arc

Which brings us to the present.

这让我们回到当下。

As we started exploring what might come next, we never stopped maintaining Arc. We do regular Chromium upgrades, fix security vulnerabilities, related bugs, and more. Honestly, most people haven’t even noticed that we stopped actively building new features — which says something about what most people want from Arc (stability not more stuff to learn).

当我们开始探索未来可能的方向时,从未停止对 Arc 的维护。我们定期进行 Chromium 升级,修复安全漏洞和相关错误等。说实话,大多数人甚至没注意到我们停止了新功能的开发 —— 这说明用户对 Arc 的核心需求(稳定性而非更多需要学习的功能)。

But it is true: we are not actively developing the core product experience like we used to. Naturally, people have asked: will we open source it? Will we sell it? We’ve considered both extensively.

但事实确实如此:我们已不再像从前那样积极开发核心产品体验。很自然地,人们会问:我们会将其开源吗?会出售它吗?这两个可能性我们都深入考虑过。

But the truth is it’s complicated.

但事实是,情况很复杂。

Arc isn’t just a Chromium fork. It runs on custom infrastructure we call ADK — the Arc Development Kit. Think of it as an internal SDK for building browsers (especially those with imaginative interfaces). That’s our secret sauce. It lets ex-iOS engineers prototype native browser UI quickly, without touching C++. That’s why most browsers don’t dare to try new things. It’s too costly. Too complex to break from Chrome.

Arc 并非仅是 Chromium 的一个分支。它运行在我们称为 ADK(Arc 开发套件)的自定义基础设施上。你可以将其视作一个用于构建浏览器(尤其是那些具有创新界面的浏览器)的内部 SDK。这就是我们的独门秘方。它让前 iOS 工程师能够快速构建原生浏览器用户界面的原型,而无需接触 C++代码。这就是为什么大多数浏览器不敢尝试新事物的原因 —— 成本太高,从 Chrome 框架中脱离又过于复杂。

正如我们在 <a href="https://youtu.be/C25g53PC5QQ?feature=shared&amp;t=187">Dia 招聘视频</a> 中分享的,ADK 在我们浏览器基础设施中的定位。
正如我们在 <a href="https://youtu.be/C25g53PC5QQ?feature=shared&amp;t=187">Dia 招聘视频</a> 中分享的,ADK 在我们浏览器基础设施中的定位。

ADK is also the foundation of Dia. So while we’d love to open source Arc someday, we can’t do that meaningfully without also open-sourcing ADK. And ADK is still core to our company’s value. That doesn’t mean it’ll never happen. If the day comes where it no longer puts our team or shareholders at risk, we’d be excited to share what we’ve built with the world. But we’re not there yet.

ADK 同时也是 Dia 的基础架构。因此尽管我们很希望有朝一日能将 Arc 开源,但若不同时开放 ADK 的源代码,这样的开源就失去了实质意义。而 ADK 至今仍是我们公司的核心价值所在。这并不意味着永远没有开源的可能。当未来某天开源不再危及团队和股东利益时,我们将非常乐意向世界分享这些成果。只是目前时机尚未成熟。

In the meantime, please know this: we’re not trying to shut Arc down. We know you use it and rely on it. Many of our family and friends do, too. We still love it, spent years of our life on it — and whether it’s through us or the community, our hope and intention is that Arc finds a future that’s just as considered as its past. If you have ideas, I’d love to hear from you. I’m [email protected].

与此同时,请明白这一点:我们并非试图关闭 Arc。我们知道你们在使用并依赖它。我们的许多家人朋友也是如此。我们依然热爱它,曾为之倾注数年光阴 —— 无论是通过我们还是社区,我们的希望与初衷是让 Arc 拥有一个与过去同样深思熟虑的未来。若有任何想法,我期待聆听。我的邮箱是 [email protected]

构建 Dia

Building Dia

I want to end by being frank with you: Dia is not really a reaction to Arc and its shortcomings. No. Imagine writing an essay justifying why you were moving on from your candle business at the dawn of electric light. Electric intelligence is here — and it would be naive of us to pretend it doesn’t fundamentally change the kind of product we need to build to meet the moment.

最后我想坦率地告诉你们:Dia 并非针对 Arc 及其缺陷的回应。不,这就像在电力时代黎明时分,非要写篇文章解释为何放弃蜡烛生意。智能时代已然来临 —— 如果我们还假装它不会从根本上改变当下所需打造的产品类型,那就太天真了。

Let me be even more clear: traditional browsers, as we know them, will die. Much in the same way that search engines and IDEs are being reimagined. That doesn’t mean we’ll stop searching or coding. It just means the environments we do it in will look very different, in a way that makes traditional browsers, search engines, and IDEs feel like candles — however thoughtfully crafted. We’re getting out of the candle business. You should too.

让我说得更明白些:我们所熟知的传统浏览器终将消亡。就像搜索引擎和集成开发环境正在被重新构想一样。这并不意味着我们会停止搜索或编程,只是我们进行这些活动的环境将变得截然不同 —— 传统浏览器、搜索引擎和集成开发环境会像蜡烛一样显得过时,无论它们曾被多么精心打造。我们正在退出蜡烛制造业。你也该如此。

“Wait, so The Browser Company isn’t making browsers anymore?” You better believe we are! But an AI browser is going to be different than a Web browser — as it should be. I believe this more than ever, and we’re already seeing it in three ways:

「等等,所以 The Browser Company 不再开发浏览器了?」你最好相信我们还在做!但 AI 浏览器将与网络浏览器有所不同 —— 本就该如此。我比以往任何时候都更坚信这一点,并且我们已经从三个方面看到了这种差异:

  1. Webpages won’t be the primary interface anymore. Traditional browsers were built to load webpages. But increasingly, webpages — apps, articles, and files — will become tool calls with AI chat interfaces. In many ways, chat interfaces are already acting like browsers: they search, read, generate, respond. They interact with APIs, LLMs, databases. And people are spending hours a day in them. If you’re skeptical, call a cousin in high school or college — natural language interfaces, which abstract away the tedium of old computing paradigms, are here to stay.
    网页将不再是主要交互界面。传统浏览器是为加载网页而构建的。但越来越多的网页 —— 包括应用、文章和文件 —— 将转变为通过 AI 聊天界面进行的工具调用。从许多方面来看,聊天界面已经像浏览器一样运作:它们能搜索、阅读、生成、响应。它们与 API、LLMs、数据库交互。人们每天在这些界面中花费数小时。若心存疑虑,不妨问问正在读高中或大学的表亲 —— 那些消除了传统计算范式繁琐性的自然语言界面,已然成为不可逆转的趋势。

  2. But the Web isn’t going anywhere — at least not anytime soon. Figma and The New York Times aren’t becoming less important. Your boss isn’t ditching your team’s SaaS tools. Quite the opposite. We’ll still need to edit documents, watch videos, read weekend articles from our favorite publishers. Said more directly: webpages won’t be replaced — they’ll remain essential. Our tabs aren’t expendable, they are our core context. That is why we think the most powerful interface to AI on desktop won’t be a web browser or an AI chat interface — it’ll be both. Like peanut butter and jelly. Just as the iPhone combined old categories into something radically new, so too will AI browsers. Even if it’s not ours that wins.
    但互联网不会消失 —— 至少短期内不会。Figma 和《纽约时报》的重要性不会降低。你的老板不会抛弃团队使用的 SaaS 工具。恰恰相反。我们仍需要编辑文档、观看视频、阅读心仪出版商的周末专栏。更直白地说:网页不会被取代 —— 它们仍不可或缺。浏览器标签页并非可有可无,它们承载着我们的核心工作场景。正因如此,我们认为桌面端最强 AI 界面既非传统浏览器,也非纯 AI 聊天窗口 —— 而是二者的融合。就像花生酱配果冻那样天作之合。正如 iPhone 将旧有品类重组为划时代新品,AI 浏览器也将如此进化 —— 即便最终胜出的不是我们。

  1. New interfaces start from familiar ones. In this new world, two opposing forces are simultaneously true. How we all use computers is changing much faster (due to AI) than most people acknowledge. Yet at the same time, we’re much farther from completely abandoning our old ways than AI insiders give credit for. Cursor proved this thesis in the coding space: the breakthrough AI app of the past year was an (old) IDE — designed to be AI-native. OpenAI confirmed this theory when they bought Windsurf (another AI IDE), despite having Codex working quietly in the background. We believe AI browsers are next.
    新交互界面往往脱胎于熟悉的旧界面。在这个新世界中,两种对立力量同时存在:由于人工智能的推动,我们使用计算机方式的变革速度远超多数人认知;但与此同时,我们距离彻底抛弃旧习惯的遥远程度,也远超 AI 业内人士的预期。Cursor 在编程领域验证了这一观点:过去一年最具突破性的人工智能应用,正是一款(旧式)集成开发环境 —— 只不过被重新设计为 AI 原生形态。当 OpenAI 收购 Windsurf(另一款 AI 集成开发环境)时,这一理论再次得到印证,尽管他们早已在后台默默运行着 Codex。我们相信,AI 浏览器将是下一个变革前沿。

This is why we’re building Dia. It is the opportunity to chase the product of our original ambition: a true successor to the browser — maybe even the “Internet Computer” we’ve been building toward all along — only in ways we couldn’t have predicted.

正因如此,我们才要打造 Dia。这是实现我们最初愿景的契机:创造浏览器的真正继任者 —— 或许正是我们一直致力构建的「互联网计算机」—— 只是以我们未曾预料的方式呈现。

To be clear, we might fail. Or we might partially succeed but not win. We still assume we don’t know. But we’re confident about this: five years from now, the most-used AI interfaces on desktop will replace the default browsers of yesteryear. Like today, there will probably be a few of them (Chrome, Safari, Edge). But the point is this, the next Chrome is being built right now. Whether it’s Dia or not.

需要明确的是,我们可能会失败。或者我们可能部分成功但未能最终胜出。我们依然 假设前景未卜。但我们确信的是:五年后,桌面端最常用的人工智能界面将取代昔日的默认浏览器。就像今天的情况,届时可能仍会有多个主流选择(Chrome、Safari、Edge)。但关键在于 —— 下一个 Chrome 级别的产品正在此刻被打造。无论它是否会是 Dia。

你在互联网上的家园

Your home on the internet

The Browser Company is a team that assembled for the chance — however slim — to build something that rewired how we use our computers. Something that might, just might, be used by hundreds of millions. A piece of software that actually shapes how people live and work. Not just an app, but an Internet Computer. That’s what drew us in. And that’s why we’re proud of the decisions we made.

The Browser Company 是一支为机遇而集结的团队 —— 无论这机会多么渺茫 —— 我们渴望打造能重塑计算机使用方式的产品。一个或许,仅仅是或许,能被数亿人使用的产品。一款真正影响人们生活与工作方式的软件。不只是一个应用,而是一台互联网计算机。正是这个愿景将我们凝聚在一起。也正因如此,我们为所做的每个决定感到自豪。

Dia may not be your style. It may not land right away. But this is still us. Being ourselves. Building the kind of thing we’d want to use. Fully aware that we might be wrong. But doing it anyway. Because we think the intent matters. And we think that’s what got us this far.

Dia 可能不符合你的风格。它可能不会立刻打动你。但这依然是我们。做真实的自己。打造我们想要使用的东西。我们完全清楚自己可能会错。但依然坚持去做。因为我们相信初衷很重要。而正是这份坚持让我们走到今天。

This is our truth, and we sincerely hope that you’ll like what comes next.

这就是我们的真实想法,衷心希望你会喜欢接下来的内容。

– Josh

纽约 The Browser Company,2025 年 4 月。
纽约 The Browser Company,2025 年 4 月。

P.S. For those of you who do want to try Dia, we’re excited to open access for Arc members next, as the first expansion of our alpha beyond students.

附:对于想要尝试 Dia 的用户,我们很高兴地宣布接下来将向 Arc 用户开放访问权限,这是我们首次将 alpha 测试范围从学生群体向外扩展。

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