AI Browsers and Advertising Challenges

Google just dodged a Chrome breakup bullet, but the biggest twist? The federal judge bought the idea that AI rivals could keep the tech giant in check, even as new competitors gain ground. From Atlassian’s $610 million bet on The Browser Company to OpenAI’s latest maneuvers, the competition for how we navigate the web is just getting started.

Today on Equity, Max Zeff and Anthony Ha break down the week’s biggest moves and how AI is fracturing the search monopoly while reshaping how we browse the web and invest in its future.

Listen to the full episode to hear about:

• What Atlassian's $610M Browser Company deal signals about the shift from consumer to enterprise AI browsers

• OpenAI's $1.1B StatSig acquisition and ex-Facebook executive hiring spree

• The return of Klarna's $1.2B IPO plans, and whether the fintech market is finally heating back up

• The new online safety laws raising privacy concerns and hurting companies that comply

• The mystery customers making up nearly 40% of Nvidia’s revenue

Equity will be back next week. Subscribe wherever you get your podcasts!

Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. 

Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

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