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You have to give it to them, they're good at hyping ideas and making videos. The line between browser and OS has indeed become blurrier with time. I prefer using the browser for most tasks, instead of using a separate app. So for some people, the browser is the OS. Privacy is a concern though...

Arc is really good. I would pay, idk, something for a yearly sub. I'm sure many more would too. And if they didn't have to hire a team to make feature film quality videos about pivots then maybe that would be enough to sustain one browser product?