Valuetainment - October 22, 2025


＂Google Is FINISHED＂ - How OpenAI’s Atlas Might CRUSH Chrome In Web Browser Wars

Topics
OpenAI's Atlas AI Browser Launch
Hosted by
Patrick Bet-David
Mentioned
Atlas AdSense OpenAI Brandon Sam Altman John Mackenzie Cigalos Chad GPT Pixel Cloud Yahoo Mark Matt Grok Adam
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Episode Stats


Length

13 minutes

Words per minute

195.76

Word count

2,719

Sentence count

228

Harmful content

Misogyny

1

sentences flagged

Toxicity

1

sentences flagged

Hate speech

2

sentences flagged


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

OpenAI launches ChatGPT Atlas, a new AI-powered web browser, and latest challenge to Google. What does this mean for the stock market? And why did shares of Alphabet (GOOGL) fall yesterday? The Motley Fool's John Rocha and Sarah Downey break it all down.

Transcript

Transcript generated with Whisper (turbo).
Misogyny classifications generated with MilaNLProc/bert-base-uncased-ear-misogyny .
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
Topics generated with Qwen2.5-3B-Instruct.
Hosts, guests, and mentioned names generated with spaCy (en_core_web_sm), reconciled against Wikidata.
00:00:00.000 Open AI launches AI Browser Atlas and latest challenge to Google.
00:00:06.340 Open AI launches AI Browser Atlas and latest challenge to Google.
00:00:10.640 What does this mean?
00:00:11.860 Who should be worried?
00:00:13.280 Why did shares of Alphabet fall yesterday?
00:00:17.220 Motley Fool.
00:00:18.340 So let me read this, and then Rob, I think you got a couple of clips on this that we'll get to.
00:00:21.620 Open AI on Tuesday unveiled ChadGBT Atlas, a long-anticipated artificial intelligence,
00:00:26.320 and by the way, we're going to show it to you right now as well what it looks like,
00:00:28.800 this powered web browser built around this popular chatbot and a direct challenge to Google Chrome dominance
00:00:34.200 to launch Mark's Open AI's latest move to capitalize on 800 million, you ready?
00:00:40.080 Weekly active ChadGBT users.
00:00:42.820 Guys, let me say that number again.
00:00:44.500 800 million.
00:00:46.300 You know what that means?
00:00:47.160 A tenth of the world uses ChadGBT.
00:00:49.880 That's what that means.
00:00:50.920 And imagine, of the tenth of the world, how many are above 80?
00:00:54.000 How many are under, you know, 15 years old?
00:00:56.820 So everybody, everybody up in the club using ChadGBT right now. 0.63
00:01:00.580 And nobody I use in this thing here right now.
00:01:02.120 It's like two and a half United States.
00:01:03.580 Yes.
00:01:03.900 It could accelerate a broader shift towards AI-driven search as users increasingly turn to conversational tools
00:01:10.080 that synthesize information instead of relying on traditional keyword results from Google,
00:01:15.480 intensifying competition between Open AI and Google.
00:01:17.960 Here's Sam Altman making the announcement.
00:01:19.420 Go for it.
00:01:19.840 Today, we're going to launch ChatGBT Atlas, our new web browser.
00:01:23.520 This is an AI-powered web browser built around ChatGBT.
00:01:26.240 It's something we've been super excited about and working hard on for a long time
00:01:29.360 and really excited to share with you today.
00:01:31.680 We think that AI represents like a rare once-a-decade opportunity to rethink what a browser can be about
00:01:37.040 and how to use one and how to sort of most productively and pleasantly use the web.
00:01:41.800 Tabs were great, but we haven't seen a lot of browser innovation since then.
00:01:44.360 And so we got very excited about the opportunity to really rethink what this could be.
00:01:49.980 And in the same way that for the previous way people used the internet,
00:01:53.420 the URL bar of a browser and the search box were a great analog,
00:01:57.380 the way that we hope people will use the internet in the future and that we're starting to see
00:02:00.700 is that the chat experience and a web browser can be a great analog.
00:02:05.320 So we got to work designing a browser based around this kind of experience.
00:02:09.420 The browser is already where a ton of work and sort of life happens.
00:02:14.360 And we think that by having ChatGPT be sort of a core way to help you use that,
00:02:19.120 that you can chat with a page, you can use ChatGPT to find stuff.
00:02:22.140 It's pretty crazy, Rob, if you want to pause it there.
00:02:23.940 So when they made this announcement, we'll show it to you in a minute.
00:02:27.360 Google's share fall despite a strong day in the broader market.
00:02:30.580 So the market did well.
00:02:31.900 However, shares of Alphabet, a.k.a. Google, traded roughly 2.8% lower.
00:02:37.340 The move after ChatGPT's parent company, OpenAI, teased the launch of its artificial intelligence,
00:02:42.500 ChatGPT Atlas earlier today, Rob.
00:02:45.220 Is that the clip you have of price dropping because of the announcement?
00:02:49.320 Go for it.
00:02:50.480 Well, we've got a news alert on OpenAI.
00:02:52.900 Mackenzie Cigalos has that story.
00:02:54.520 Matt.
00:02:56.220 Hey there, John.
00:02:57.060 So OpenAI is announcing live right now that it is launching ChatGPT Atlas, an AI-powered web browser.
00:03:03.560 And we've known that Sam Altman wanted to take on Google Chrome, and now he is.
00:03:07.100 So OpenAI wants to be your front door to the Internet, and if they own the browser, they
00:03:11.080 can theoretically cut Google out entirely.
00:03:13.960 This is OpenAI's first full browser product.
00:03:17.020 In January, it debuted a browser-based agent called Operator, but that was just a demo.
00:03:21.860 Atlas, it is standalone, and it's launching globally today on macOS, Windows, iOS, and Android
00:03:27.480 coming soon.
00:03:28.720 As designed, John, Atlas goes head-to-head with both Google and Perplexity, who are already
00:03:33.340 battling it out for AI browser dominance.
00:03:35.700 Earlier this month, Perplexity released its free Comet browser, designed to act like a
00:03:40.020 personal assistant.
00:03:41.160 Search, shop, organize tabs, even draft emails.
00:03:44.320 And of course, Google has been ramping up Gemini, integrating it directly into Chrome
00:03:48.300 since September to help users navigate tabs, understand pages.
00:03:52.280 Okay, Rob, can you show us what it looks like?
00:03:54.360 If you want to just go to ChatGPT and show us what it looks like.
00:03:56.660 The new, the Atlas.
00:03:58.140 So I think you just did it.
00:03:58.980 So that's what it looks like.
00:04:00.120 Yep.
00:04:00.580 Okay, can you just play around with it, and let's just see what we know.
00:04:02.980 Just do anything, and let's see if it's anything different than what Google does.
00:04:07.800 What is the latest on the?
00:04:11.300 The government shutdown.
00:04:12.460 Okay, great.
00:04:14.600 Oh, so it's like a ChatGPT.
00:04:16.080 Oh, got it.
00:04:17.880 So first the stories come up.
00:04:19.460 So up here you have your links, so you can go and search through the news articles that
00:04:24.740 it's posting, but here it gives you the ChatGPT feature, where it's all the information that
00:04:29.060 you would get if you would just plug that same question into ChatGPT.
00:04:31.980 So Google, now let's do the same thing, Rob.
00:04:34.440 Go back, copy-paste your question that you did, and just do it on Google.
00:04:39.540 What's the latest with government shutdown?
00:04:41.220 And let's see what the experience is with Google.
00:04:47.120 So all it does is, gives you the links, go a little bit lower, yeah, Google's going to
00:04:51.360 get destroyed.
00:04:52.060 You can't do that.
00:04:52.940 Hey.
00:04:53.280 Oh, that's embarrassing.
00:04:54.080 What's the difference?
00:04:54.840 Are you kidding me?
00:04:55.800 No summary.
00:04:56.300 Are you kidding me?
00:04:57.000 Go back to ChatGPT, the Atlas one. 0.86
00:05:00.080 So on Atlas, I not only get the links, but it tells me, like, zoom in a little bit so
00:05:04.580 I can read that.
00:05:05.360 Gives you the quick summary.
00:05:06.320 Yeah, here's a summary of what's going on.
00:05:08.260 The shutdown began at 12.01, October 6th, October 6th, October 6th, has been stretched
00:05:11.620 to 22 days, second largest in history, major sticking points, it's given roughly 900,000
00:05:17.480 federal workers, so now go to Google. 0.55
00:05:19.680 Why would I go to Google?
00:05:20.700 By the way, this is scary, Tom.
00:05:21.960 How do you feel about this?
00:05:23.060 So there's a couple things going on here everybody's been asking about is what is up with the AI
00:05:28.620 level browsers?
00:05:29.420 Because you've been seeing in Google, and Google has a different tab, and Google Chrome, there's
00:05:34.000 a, you know, they say, do you want news, images, all that, right?
00:05:38.260 You've seen that, right, Brandon?
00:05:39.080 Yeah, yeah.
00:05:39.480 Yeah, but then the first thing you'll notice is AI summary, and so that's there, and what
00:05:44.220 people indicate, look at all the money.
00:05:46.740 If you look back at the history of Google, Google took off with AdSense.
00:05:51.260 AdSense, like, you know, 03, 04, like, we're now 20 years into this.
00:05:57.940 AdSense was huge, and people are buying keywords.
00:06:01.020 I mean, from our industry, Pat, remember the most expensive keyword?
00:06:03.880 Insurance.
00:06:04.500 Insurance.
00:06:04.900 $52.
00:06:06.160 Exactly.
00:06:07.020 $52 just for insurance.
00:06:08.740 So now the question people are asking is, okay, well, where's the ad layer going to come?
00:06:13.160 Is there a new ad layer coming?
00:06:14.940 Because people go to AI because they want this, they hope, kind of a neutral, objective summary
00:06:22.840 of what's going on and to understand things.
00:06:24.780 Well, now is the ad layer going to move, and does this basically just take keywords out?
00:06:31.940 Because suddenly keywords is what you actually are searching for, but when you use AI, it's
00:06:39.880 intent and conversation.
00:06:41.800 Oh, I know what you mean.
00:06:43.040 I'll get it for you.
00:06:43.720 I know what you mean.
00:06:44.620 And they even, sometimes it'll rephrase your prompt.
00:06:47.400 If this is what you meant, then here, I got this for you.
00:06:50.140 Whereas Google keywords, remember the days of you would just retype it, retype it, retype
00:06:54.100 it.
00:06:54.540 You were also, you were the AI engine because you had to kept refining your prompt.
00:06:58.720 I think this is pretty big.
00:07:00.900 And ChatGBT is right now the reigning king of AI.
00:07:06.460 I use all four of them.
00:07:08.520 I use Perplexity.
00:07:09.880 I use Gemini.
00:07:10.860 I use ChatGBT.
00:07:12.280 And I also use Julius.
00:07:13.800 And I've got pro-level subscriptions to all of them.
00:07:16.340 And I correlate them.
00:07:17.500 I look back and forth on stuff when I do research.
00:07:20.260 But I think this is pretty significant.
00:07:23.080 And the bing on Google that we saw in the stock market is right in the heart of AdSense.
00:07:29.920 Because the market is saying, really, Google?
00:07:32.400 What are you going to do about AdSense?
00:07:33.660 You've been getting paid for keywords.
00:07:34.980 What if it goes this way?
00:07:36.400 Tom, why do you use all four of those ChatGBT large language models?
00:07:40.140 What's the purpose of all four?
00:07:40.980 Are you testing it out?
00:07:41.840 Do you find one to be better than the other?
00:07:43.260 What's the purpose?
00:07:43.960 Well, yeah.
00:07:45.120 I don't trust one.
00:07:46.960 Whenever you do research, if you look at great research, there's a bunch of footnotes.
00:07:51.720 Because you're going to a bunch of different sources so that you can, A, see correlations.
00:07:55.780 B, see synchronizations.
00:07:58.340 And C, see if maybe something you searched for was an outlier stat that really needs to be challenged so that you don't rely on something extraneous for your research.
00:08:08.960 And so I'll look at, I'll look at, and I'll say take.
00:08:12.640 It says, what's the take on this?
00:08:15.100 What's the take on this?
00:08:16.620 All the stuff like today.
00:08:17.860 I've got a whole bunch of stuff that I synthesized out on rare earths.
00:08:22.720 And this came from Perplexity.
00:08:24.700 This came from ChatGBT.
00:08:26.020 And I synthesized all my takes into a document.
00:08:29.580 And then I hand that document back into there.
00:08:33.280 And I say, can you summarize and synthesize this for me and find any additional links?
00:08:36.740 And it finds additional sources.
00:08:38.820 So that's what I do.
00:08:39.800 And then, you know.
00:08:40.540 What have you found to be the best?
00:08:42.060 I don't think there is a best.
00:08:43.900 They're all very different.
00:08:45.700 Perplexity goes out there and seems to get more links faster.
00:08:48.960 And there's like a real plethora of links visible.
00:08:52.420 Now, that may be the same thing ChatGBT is doing, but they're not telling you where all of it comes from.
00:08:57.100 Who owns Perplexity?
00:08:58.820 Perplexity?
00:08:59.980 Perplexity is Perplexity.
00:09:01.600 Okay, but Gemini is Google.
00:09:03.440 ChatGBT is OpenAI.
00:09:05.100 ChatGBT, OpenAI.
00:09:06.380 Yeah.
00:09:06.580 Okay, gotcha.
00:09:07.140 Brandon, what are you thinking here?
00:09:08.000 And then Grok is X.
00:09:09.680 So remember that media chart I showed you the other day where it showed from 2020 to 2025 how streaming and cable changed?
00:09:16.140 It went from cable had like 40%, 50% market share five years ago than today.
00:09:21.100 It's like under 15%.
00:09:22.660 So I think that Google and ChatGBT is streaming and cable.
00:09:26.520 I mean, it's just a superior product, and I don't think there's anything they can do about it.
00:09:30.600 Google dropped below 90% of the search engine market share for the first time in 10 years.
00:09:35.520 And I just can't see a way in which the task that people used to do on Google isn't going to be better on ChatGBT because people want a quick summary.
00:09:45.760 ChatGBT is doing audio now, so you can literally ask a question via audio, listen to it via audio, get exactly what you want instead of having to go through research documents and news articles and stuff.
00:09:56.420 I mean...
00:09:56.640 This is what you were talking about, which is concerning what's going to happen to Google.
00:10:00.620 It could kill them.
00:10:01.040 Like imagine losing 25% of their revenue in the next three years.
00:10:03.420 Can you tell the audience what this means, Brandon?
00:10:05.200 So 57% of Google's revenue comes from search results.
00:10:09.300 Like someone searching something online.
00:10:10.740 That's AdSense.
00:10:11.240 That's AdSense.
00:10:11.460 $6 billion.
00:10:12.160 Yeah.
00:10:12.520 AdSense.
00:10:13.340 Yeah, and $8.1 billion comes from YouTube.
00:10:15.780 $7.4 billion comes from their Google ad network.
00:10:19.360 $8.7 billion comes from Pixel.
00:10:21.060 $9.6 billion comes from Cloud.
00:10:23.040 But 57% is coming from ads, and Atlas is about to take that away from them.
00:10:29.120 It's amazing.
00:10:30.060 Like a disruptor really comes out of nowhere.
00:10:32.340 It's like the Apple, BlackBerry, the Netflix blockbuster.
00:10:36.100 I think it's that type of a situation.
00:10:37.320 How did Google not know, like how long did Google have to be able to, it's not that complicated of a thing to add to their current search engine.
00:10:44.620 Do you miss the mark this big?
00:10:47.020 This isn't that challenging to do.
00:10:49.000 They're trying to do it, and they want you to stay on Google Chrome, but you're also over on Google Gemini.
00:10:54.700 So at some point, you see what has to happen, Pat?
00:10:56.940 Two steps.
00:10:57.500 At some point, you have to say, who's going to be my favorite site?
00:11:00.380 The key to a CTA, call to action.
00:11:03.300 If you notice what happened to Amazon, what's one of the biggest things Amazon did that was a game changer?
00:11:09.040 One click to buy.
00:11:10.520 Remember when the one click announcement happened?
00:11:12.540 Boom, you bought.
00:11:13.260 You didn't need to go one step, second step, third step, fourth step, fifth step.
00:11:16.880 Google is step number one, Google.
00:11:19.480 Two, Gemini.
00:11:21.120 Chad GPT is what?
00:11:22.200 One.
00:11:23.300 Ask the question, boom.
00:11:24.960 You get the whole thing.
00:11:25.780 When Amazon came up with the one click, what was the date on that?
00:11:29.200 I don't know when it was, but when it came out, it was a game changer.
00:11:31.900 Adam, how do you process this?
00:11:33.160 This isn't your space, but how do you process this yourself?
00:11:35.820 Well, it is my space because I do Google things from time to time.
00:11:39.520 And now, you know, it's synonymous.
00:11:41.160 Hey, just Google it.
00:11:41.880 Hey, order an Uber.
00:11:43.020 Hey, do you have a Q-tip?
00:11:44.020 These are brands.
00:11:44.880 These aren't actually things that you do.
00:11:46.240 So we need to understand this.
00:11:48.240 The world has changed so fast.
00:11:49.840 25 years ago, I remember 2000, it was literally a competition between Google, when it wasn't a verb at that point, and Yahoo.
00:11:59.240 Yahoo was bigger than Google.
00:12:01.500 Where's Yahoo now?
00:12:02.320 Like, try getting onto a Yahoo page at this point.
00:12:04.520 And I remember being like, oh, just Yahoo it.
00:12:06.740 They're like, dude, it's all about Google these days.
00:12:08.340 I'm like, what?
00:12:09.140 It's kind of like when Facebook was still a thing, and then Instagram came out.
00:12:12.220 You're like, you're still doing Facebook?
00:12:13.200 What we realized is this.
00:12:16.220 Remember the chart where it says, you know, in the 1980s, what percentage of Fortune 500 companies are still at the top of the Fortune 500?
00:12:23.280 And it's like 90% are gone.
00:12:25.660 The market, as you always say, is so competitive.
00:12:29.140 And you might think that you're the biggest, baddest company in the world, and then boom, overnight, ChatGPT replaces Google, something like that.
00:12:37.000 And that's realistic.
00:12:38.060 That's a good point.
00:12:38.720 But the thing with this is it is moving.
00:12:40.840 Yeah.
00:12:40.940 Only 52 companies have been on the Fortune 500 since 1955.
00:12:44.960 That's 10%, right?
00:12:46.380 So 90% are gone. 0.94
00:12:47.480 That is ridiculous.
00:12:48.340 Since 55, wow.
00:12:49.540 But right now, I just pulled up something.
00:12:51.480 I pulled up right now comparing how many active monthly users does Google get versus Yahoo and ChatGPT.
00:12:58.240 When you pull up the number of users, I don't know why it says visitors, 85.2 billion is Google.
00:13:04.880 So Google is still King Kong.
00:13:05.960 Yahoo is 700 million visitors per month, but ChatGPT doesn't say visitors.
00:13:12.280 It says 800 million weekly active users.
00:13:16.520 That's 800 million different active accounts using ChatGPT.
00:13:20.400 It'll be interesting to see what happens here with this.
00:13:23.460 By the way, this is why when you think about business, Rob, if you go back to the merch, this is why today's merch is called Business is War.
00:13:31.280 Because you're just seeing it yourself.
00:13:33.520 This is exactly what's going on.
00:13:35.600 Go to the hat prop a little bit lower.
00:13:38.040 It's one of my favorite items on here, Business is War.
00:13:40.940 If you're running a business, you don't treat it like this.
00:13:43.480 You're eventually going to be experiencing what Google and many other companies are experiencing today.
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