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[๐Ÿ”ฅ Hot off the Feed] AI's Move to Dominate Browsers: OpenAI's Interest in Chrome Acquisition and Perplexity's Comet Browser Launch

Strategic Moves by AI Companies to Secure User Attention and Base

AI๊ฐ€ ๋ธŒ๋ผ์šฐ์ €๋ฅผ ์žฅ์•…ํ•˜๋ ค๋Š” ์›€์ง์ž„์„ ๋ณด์ธ๋‹ค: OpenAI์˜ Chrome ์ธ์ˆ˜ ์˜ํ–ฅ๊ณผ Perplexity์˜ Comet ๋ธŒ๋ผ์šฐ์ € ์ถœ์‹œ
์‚ฌ์šฉ์ž ์ฃผ์˜๋ ฅ/์ง‘์ค‘๋ ฅ๊ณผ ์œ ์ € ๋ฒ ์ด์Šค ํ™•๋ณด๋ฅผ ์œ„ํ•œ AI ๊ธฐ์—…๋“ค์˜ ์ „๋žต์  ํ–‰๋ณด

๐Ÿ“Œ Context is King

OpenAI has expressed interest in acquiring Googleโ€™s Chrome browser if regulators compel Google to divest it. Simultaneously, Perplexity AI has announced the launch of its own AI-powered browser, Comet, aiming to redefine web browsing with intelligent integration.

OpenAI๋Š” ๊ตฌ๊ธ€์ด ๊ทœ์ œ ๋‹น๊ตญ์— ์˜ํ•ด Chrome ๋ธŒ๋ผ์šฐ์ €๋ฅผ ๋งค๊ฐํ•ด์•ผ ํ•  ๊ฒฝ์šฐ, ์ด๋ฅผ ์ธ์ˆ˜ํ•  ์˜ํ–ฅ์ด ์žˆ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹ˆ๋‹ค. ๋™์‹œ์— Perplexity AI๋Š” AI ๊ธฐ๋Šฅ์ด ํ†ตํ•ฉ๋œ ์ž์ฒด ๋ธŒ๋ผ์šฐ์ €์ธ Comet์„ ์ถœ์‹œํ•˜๋ฉฐ, ์›น ๋ธŒ๋ผ์šฐ์ € ์‹œ์žฅ ์ง€ํ˜•์„ ๋ฐ”๊พธ๋ ค ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿงฉ IYKYK(If you know, you know)

1. Agentic Search (์—์ด์ „ํŠธ ๊ธฐ๋ฐ˜ ๊ฒ€์ƒ‰)
Search powered by AI agents that understand user intent and act autonomously to find or organize information.
โ†’ AI๊ฐ€ ์‚ฌ์šฉ์ž์˜ ์˜๋„๋ฅผ ์ดํ•ดํ•˜๊ณ  ์ž์œจ์ ์œผ๋กœ ์ •๋ณด๋ฅผ ํƒ์ƒ‰ํ•˜๊ฑฐ๋‚˜ ์ •๋ฆฌํ•˜๋Š” ๊ฒ€์ƒ‰ ๋ฐฉ์‹.

2. Default Placement Deals (๊ธฐ๋ณธ ๋ฐฐ์น˜ ๊ณ„์•ฝ)
Business agreements in which a tech company pays a device manufacturer to make its app or service the default option.
โ†’ ๊ธฐ์ˆ  ๊ธฐ์—…์ด ์ž์‚ฌ ์•ฑ์ด๋‚˜ ์„œ๋น„์Šค๋ฅผ ๋””๋ฐ”์ด์Šค์˜ ๊ธฐ๋ณธ ์„ค์ •์œผ๋กœ ์ง€์ •ํ•˜๊ธฐ ์œ„ํ•ด ์ œ์กฐ์‚ฌ์— ์ง€๋ถˆํ•˜๋Š” ๊ณ„์•ฝ.

3. User Interface Layer Control (์‚ฌ์šฉ์ž ์ธํ„ฐํŽ˜์ด์Šค ๊ณ„์ธต ํ†ต์ œ)
A strategy to dominate user interaction by owning the interface platforms like browsers or OS where people access services.
โ†’ ๋ธŒ๋ผ์šฐ์ €๋‚˜ ์šด์˜์ฒด์ œ์ฒ˜๋Ÿผ ์‚ฌ๋žŒ๋“ค์ด ์„œ๋น„์Šค์— ์ ‘๊ทผํ•˜๋Š” ์ธํ„ฐํŽ˜์ด์Šค ํ”Œ๋žซํผ์„ ์žฅ์•…ํ•˜์—ฌ ์‚ฌ์šฉ์ž ํ๋ฆ„์„ ์ง€๋ฐฐํ•˜๋ ค๋Š” ์ „๋žต.

4. AI-First Experience (AI ์ค‘์‹ฌ ๊ฒฝํ—˜)
A user experience model in which artificial intelligence is embedded as the core driver of interaction and navigation.
โ†’ ์‚ฌ์šฉ์ž ๊ฒฝํ—˜์˜ ์ค‘์‹ฌ์— AI ๊ธฐ๋Šฅ์ด ๋‚ด์žฅ๋˜์–ด, ์ธํ„ฐ๋ž™์…˜๊ณผ ํƒ์ƒ‰์„ ์ฃผ๋„ํ•˜๋Š” ๋ฐฉ์‹.

5. Browser Wars (๋ธŒ๋ผ์šฐ์ € ์ „์Ÿ)
Ongoing competition among tech companies to control the web browser market, now intensified by AI integration.
โ†’ ์›น ๋ธŒ๋ผ์šฐ์ € ์‹œ์žฅ์—์„œ์˜ ์ง€์†์ ์ธ ๊ธฐ์—… ๊ฒฝ์Ÿ์œผ๋กœ, ์ตœ๊ทผ์—๋Š” AI ํ†ตํ•ฉ์„ ์ค‘์‹ฌ์œผ๋กœ ๊ฒฉํ™”๋˜๊ณ  ์žˆ์Œ.

๐Ÿง  In Focus

These moves reflect a broader strategy among AI firms to control the user interface layerโ€”securing direct interaction with users. Web browsers, once neutral platforms, are now becoming the frontlines for AI service delivery. Google is also pushing back: it is reportedly paying Samsung billions to make its Gemini AI the default on Galaxy smartphones. The competition isn't just about better technologyโ€”itโ€™s about owning the window through which users experience the internet.

์ด๋Ÿฌํ•œ ์›€์ง์ž„์€ AI ๊ธฐ์—…๋“ค์ด ์‚ฌ์šฉ์ž ์ธํ„ฐํŽ˜์ด์Šค ๊ณ„์ธต์„ ์žฅ์•…ํ•˜๋ ค๋Š” ์ „๋žต์˜ ์ผํ™˜์ž…๋‹ˆ๋‹ค. ํ•œ๋•Œ ์ค‘๋ฆฝ์  ํ”Œ๋žซํผ์ด๋˜ ์›น ๋ธŒ๋ผ์šฐ์ €๋Š” ์ด์ œ AI ์„œ๋น„์Šค๋ฅผ ์‚ฌ์šฉ์ž์—๊ฒŒ ์ „๋‹ฌํ•˜๋Š” ์ตœ์ „์„ ์ด ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด์— ๋งž์„œ ๊ตฌ๊ธ€์€ ์‚ผ์„ฑ ์Šค๋งˆํŠธํฐ์— Gemini AI๋ฅผ ๊ธฐ๋ณธ ์„ค์ •ํ•˜๊ธฐ ์œ„ํ•ด ์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ์ง€๋ถˆํ•˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ์Šต๋‹ˆ๋‹ค. ๊ฒฝ์Ÿ์€ ๋‹จ์ˆœํžˆ ๊ธฐ์ˆ  ์šฐ์œ„๋ฅผ ๋„˜์–ด์„œ, ์‚ฌ์šฉ์ž์˜ ์ฃผ์˜๋ฅผ ๋Œ๊ณ  ์ธํ„ฐ๋„ท โ€˜์ ‘๊ทผ ์ฐฝ๊ตฌโ€™๋ฅผ ์„ ์ ํ•˜๋ ค๋Š” ์‹ธ์›€์ด ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ—ฃ How They Talk About It

๐Ÿ“Œ Agentic Search
โ†’ โ€œPerplexity's new browser introduces agentic search, where AI agents guide your information discovery.โ€
โ†’ โ€œPerplexity์˜ ์ƒˆ๋กœ์šด ๋ธŒ๋ผ์šฐ์ €๋Š” ์—์ด์ „ํŠธ ๊ธฐ๋ฐ˜ ๊ฒ€์ƒ‰์„ ๋„์ž…ํ•˜์—ฌ AI ์—์ด์ „ํŠธ๊ฐ€ ์ •๋ณด ํƒ์ƒ‰์„ ์•ˆ๋‚ดํ•ฉ๋‹ˆ๋‹ค.โ€

๐Ÿ“Œ Default Placement Deal
โ†’ โ€œGoogle's default placement deal with Samsung ensures Gemini is the default AI assistant on Galaxy devices.โ€
โ†’ โ€œGoogle์˜ ๊ธฐ๋ณธ ๋ฐฐ์น˜ ๊ณ„์•ฝ์€ ์‚ผ์„ฑ ๊ฐค๋Ÿญ์‹œ ๊ธฐ๊ธฐ์—์„œ Gemini๊ฐ€ ๊ธฐ๋ณธ AI ์–ด์‹œ์Šคํ„ดํŠธ๊ฐ€ ๋˜๋„๋ก ๋ณด์žฅํ•ฉ๋‹ˆ๋‹ค.โ€

๐Ÿ“Œ User Interface Layer Control
โ†’ โ€œBy acquiring Chrome, OpenAI seeks user interface layer control to integrate its AI services directly.โ€
โ†’ โ€œChrome์„ ์ธ์ˆ˜ํ•จ์œผ๋กœ์จ, OpenAI๋Š” AI ์„œ๋น„์Šค๋ฅผ ์ง์ ‘ ํ†ตํ•ฉํ•˜๊ธฐ ์œ„ํ•ด ์‚ฌ์šฉ์ž ์ธํ„ฐํŽ˜์ด์Šค ๊ณ„์ธต์„ ํ†ต์ œํ•˜๋ ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.โ€

๐Ÿ“Œ AI-First Experience
โ†’ โ€œOpenAI aims to transform Chrome into an AI-first experience, integrating intelligent features at its core.โ€
โ†’ โ€œOpenAI๋Š” Chrome์„ AI ์ค‘์‹ฌ์˜ ๊ฒฝํ—˜์œผ๋กœ ํƒˆ๋ฐ”๊ฟˆ์‹œ์ผœ ์ง€๋Šฅํ˜• ๊ธฐ๋Šฅ์„ ํ•ต์‹ฌ์— ํ†ตํ•ฉํ•˜๋ ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.โ€

๐Ÿ“Œ Browser Wars
โ†’ โ€œThe launch of Comet signifies a new front in the ongoing browser wars, now centered around AI integration.โ€
โ†’ โ€œComet์˜ ์ถœ์‹œ๋Š” ํ˜„์žฌ AI ํ†ตํ•ฉ์„ ์ค‘์‹ฌ์œผ๋กœ ์ „๊ฐœ๋˜๋Š” ๋ธŒ๋ผ์šฐ์ € ์ „์Ÿ์˜ ์ƒˆ๋กœ์šด ์ „์„ ์„ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.โ€

๐Ÿงญ Discourse Watch

๐Ÿ‡บ๐Ÿ‡ธ U.S. The U.S. Department of Justice is focusing its antitrust lawsuit on Google's alleged monopoly in the online search market and its control over default app settings. At the same time, companies like Perplexity and OpenAI are fiercely competing over the "user interface layer" of search and browsing experiences. ๋ฏธ๊ตญ ๋ฒ•๋ฌด๋ถ€๋Š” ๊ตฌ๊ธ€์ด ์˜จ๋ผ์ธ ๊ฒ€์ƒ‰ ์‹œ์žฅ๊ณผ ๊ธฐ๋ณธ ์•ฑ ์„ค์ •์—์„œ ๋…์ ์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ๋ณด๊ณ , ์ด๋ฅผ ๋ฐ˜๋…์  ์†Œ์†ก์˜ ํ•ต์‹ฌ ์‚ฌ์•ˆ์œผ๋กœ ์‚ผ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๋™์‹œ์— Perplexity๋‚˜ OpenAI์™€ ๊ฐ™์€ ๊ธฐ์—…๋“ค์€ "์‚ฌ์šฉ์ž ์ธํ„ฐํŽ˜์ด์Šค ๊ณ„์ธต ํ†ต์ œ"๋ฅผ ๋†“๊ณ  ์น˜์—ดํ•œ ๊ฒฝ์Ÿ ์ค‘์ž…๋‹ˆ๋‹ค.

๐Ÿ‡ฐ๐Ÿ‡ท Korea
In Korea, public discussion around AI-powered browsers remains limited. However, recent developmentsโ€”such as Google's Gemini being set as a smartphone default and Naver's attempt to launch an AI browserโ€”are beginning to draw greater attention to related issues. ํ•œ๊ตญ์—์„œ๋Š” ์•„์ง AI ๊ธฐ๋ฐ˜ ๋ธŒ๋ผ์šฐ์ €์˜ ํ™œ์šฉ์— ๋Œ€ํ•œ ๋Œ€์ค‘์  ๋…ผ์˜๊ฐ€ ๋ฏธ์ง„ํ•˜์ง€๋งŒ, ์ตœ๊ทผ ๊ตฌ๊ธ€ Gemini์˜ ์Šค๋งˆํŠธํฐ ๊ธฐ๋ณธ ์„ค์ •, ๋„ค์ด๋ฒ„์˜ AI ๋ธŒ๋ผ์šฐ์ € ์‹œ๋„ ๋“ฑ์ด ์กฐ๋ช…๋ฐ›์œผ๋ฉฐ ์ ์ฐจ ๊ด€๋ จ ์ด์Šˆ์— ๋Œ€ํ•œ ๊ด€์‹ฌ์ด ๋†’์•„์ง€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐ŸŽฌ Outro

The browser isnโ€™t just a tool anymoreโ€”itโ€™s the new battlefield. Whoever controls your gateway to the internet, controls your data, your experience, and maybe even your decisions.
์ด์ œ ๋ธŒ๋ผ์šฐ์ €๋Š” ๋‹จ์ˆœํ•œ ๋„๊ตฌ๊ฐ€ ์•„๋‹ˆ๋ผ ์ „์žฅ์ž…๋‹ˆ๋‹ค. ๋ˆ„๊ฐ€ ๋‹น์‹ ์˜ ์ธํ„ฐ๋„ท ์ ‘๊ทผ ์ฐฝ์„ ์ฅ๋А๋ƒ์— ๋”ฐ๋ผ, ๋‹น์‹ ์˜ ๋ฐ์ดํ„ฐ์™€ ๊ฒฝํ—˜, ๊ทธ๋ฆฌ๊ณ  ์„ ํƒ์ด ๋‹ฌ๋ผ์งˆ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ“… April 23, 1993 โ€“ Mosaic, the first widely-used web browser, was launched
The rise of Mosaic marked the beginning of web navigation as we know itโ€”now, that experience may soon belong to AI.

1993๋…„ 4์›” 23์ผ โ€“ ์ตœ์ดˆ์˜ ๋Œ€์ค‘์  ์›น ๋ธŒ๋ผ์šฐ์ € ๋ชจ์ž์ดํฌ(Mosaic) ์ถœ์‹œ
์ธํ„ฐ๋„ท ๋ธŒ๋ผ์šฐ์ง• ์‹œ๋Œ€์˜ ์‹œ์ž‘์„ ์•Œ๋ฆฐ Mosaic. ์ด์ œ ๊ทธ ๊ฒฝํ—˜์€ AI์— ์˜ํ•ด ๋‹ค์‹œ ์ •์˜๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿงพ Sources

  1. "Meta, Apple fined 700 million euros for violating EU antitrust rules" (Reuters, 2025)

  2. "EU hits Apple and Meta with hundreds of millions of dollars in new fines (CBS News, 2025)

  3. "Commission finds Apple and Meta in breach of the Digital Markets Act" (European Commission, 2025)โ€‹

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