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Hey I am on Medial • 2m

Alphabet lost $70 billion in market cap Tuesday. Not because OpenAI launched a browser—but because of what shipped inside it. While Google promises AI agents "in December," OpenAI delivered them yesterday with 70% production reliability. I spent the last 48 hours analyzing the technical architecture, strategic positioning, and market implications of all three AI browsers (Atlas, Comet, Chrome).Here's what the 4.8% stock drop actually means:

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