videofile_ : the internet computer

Summary

Josh，浏览器公司的联合创始人兼CEO，在瑞士法语区的阿尔卑斯山录制了这段视频。三年前，他在这里首次构想出浏览器公司的想法，并与合伙人Hersh分享了一篇长文，从而创立了公司。Josh分享了关于Arc浏览器用户增长的数据图表，展示了人们对这款产品的喜爱。他还揭示了公司未来五年的愿景，认为浏览器技术将是下一代互联网计算的基础，目标是让Arc成为首款流行的互联网计算机。此外，Josh宣布公司完成了一轮独特的融资，投资者包括多位科技行业领袖。他对Arc的支持者表示感谢，期待未来的进展。

Takeaways

• 😀 乔希，浏览器公司的联合创始人兼CEO，在瑞士法语区的阿尔卑斯山脉录制了这段视频，分享了关于公司的重大新闻。
• 🌟 三年前，乔希在瑞士想出了浏览器公司的创意，并撰写了一篇长篇论文给Hersh，这篇论文成为了浏览器公司的基石。
• 📈 乔希展示了Arc浏览器的使用情况图表，证明了用户对这款产品的喜爱，尤其是有成千上万的用户每周至少使用五天。
• 🚀 浏览器公司的目标不仅仅是开发一款浏览器，而是以浏览器引擎为基础，创造下一代的互联网计算平台，即“互联网电脑”。
• 🔮 乔希认为，计算的未来将会是互联网电脑，这将彻底改变我们使用计算设备的方式，所有重要的文件和应用都将托管在互联网上。
• 🌐 Arc的目标是成为首款流行的互联网电脑，将计算生活完全转移到互联网上，减少对物理硬件的依赖。
• 💡 乔希提到，所有重要的文件、照片和应用程序现在都以URL的形式存在于互联网上，而非本地电脑上。
• 💰 浏览器公司成功融资，投资者包括Instagram的联合创始人Mike Krieger以及Shopify、Pinterest、Slack的创始人和高管。
• 🤝 融资不仅仅是为了资金，更是为了从这些创造未来互联网和计算生活的人那里学习和获得支持。
• 🎉 乔希对所有支持Arc的人表示感谢，认为无论是家人、朋友还是互联网上的新朋友，都是他们能够挑战大公司如苹果、谷歌、微软的重要力量。

Q & A

Josh是哪家公司的联合创始人和CEO?

Josh是浏览器公司(the browser company)的联合创始人和CEO。

Josh录制这个视频的地点有什么特殊意义?

Josh在录制这个视频的地方瑞士法语阿尔卑斯山,3年前他就是在这里产生了创建浏览器公司的想法,并写了一篇长文,这成就了后来的浏览器公司。

Josh在视频中谈到了哪三件事?

Josh谈到了三件事:第一,分享Arc的一些增长数据;第二,阐明浏览器公司未来5年的发展方向和愿景定位;第三,浏览器公司最近完成了一轮融资。

Arc浏览器的核心指标最近有哪些进展?

视频中显示,至少每周使用5次以上的Arc用户已经从几千人增长到了数万人;此外,每邀请一个用户加入Arc,会有超过1个用户主动在等待列表中注册,这说明现有用户正在向朋友推荐Arc。

Josh如何描述计算机发展的“三个阶段”?

首先是面向企业的大型机,如IBM 360;其次是个人电脑时代,如Apple Macintosh;Josh认为第三个阶段是面向互联网的计算机,这也是浏览器公司的目标和愿景。

为什么Josh认为现在是发展面向互联网计算的好时机?

因为现在人们真正重要的数据和应用基本上全部在互联网上,不再存在本地计算机上,所以下一代计算方式应该基于互联网和浏览器。

Arc的定位和愿景是什么?

Arc的愿景是成为第一台流行的“互联网电脑”,推动计算的下一阶段发展。

浏览器公司最近完成了一轮融资,融资方包括哪些知名创业者?

包括Instagram联合创始人Mike Krieger, Shopify CEO, Pinterest CEO, Slack CEO和CTO等。他们代表了互联网计算的未来。

Josh为什么要在视频结尾特意感谢用户?

因为Arc挑战的是巨头如Apple、Google、Microsoft等,需要广大用户的支持才能成功,所以Josh感谢所有用户的帮助和支持。

Josh希望在几年后再次录制类似的视频?

Josh说他希望在3年后再录制这样一个视频,看Arc和浏览器公司取得了什么样的进步。

Outlines

00:00

😀浏览器公司的起源和愿景

乔希，浏览器公司的联合创始人兼CEO，在瑞士法语区的阿尔卑斯山度假时，回顾了三年前在同一地点萌生创立浏览器公司的想法。他分享了公司成立的背景故事，包括最初的构思和动机。乔希还概述了公司的三个主要发展方向：首先是展示浏览器Arc的使用增长情况，其次是透露公司的长期目标和愿景，即构建一个基于互联网的计算平台，而不仅仅是一个简单的浏览器。最后，他宣布了一轮令人兴奋的融资消息，强调了这对公司未来的重要性。

05:00

🚀从个人电脑到互联网计算的演变

乔希讨论了计算技术的发展历程，从最初的商业计算机时代，到个人电脑革命，再到现在他所倡导的互联网计算时代。他认为，随着技术的进步和互联网的普及，计算不再仅限于个人电脑，而是正在向基于互联网的平台转移。乔希提出，Arc浏览器不仅仅是一个浏览器，而是这种新计算范式的基石。他激动地描述了未来的互联网计算机，这种计算机将允许用户无缝访问存储在云端的文件和应用，从而超越传统硬件的限制。

10:02

🌟融资成功与对未来的展望

在第三段中，乔希分享了公司最近一轮融资的成功，强调了一系列知名投资者的支持，包括Instagram的联合创始人Mike Krieger以及其他科技界的重量级人物。这些投资者的加入不仅为公司带来了资金支持，也为公司的未来发展注入了信心。乔希强调，尽管浏览器公司面临着来自苹果、谷歌和微软等巨头的竞争，但他相信，有了强大的团队和社区的支持，以及对互联网计算愿景的共同信念，他们能够实现改变世界的大胆目标。他以对观看视频的观众表达感谢和对未来充满希望的话语结束了演讲。

Keywords

💡互联网计算机

这是视频中提出的一个关键概念,指的是下一代计算机的形式,它依赖互联网运行。互联网计算机代表计算的未来方向,ARK浏览器只是这一理念的基础。这可以让用户摆脱传统的硬件限制,内容和工具全部通过云端访问。视频中有很多节支持这一观点。

💡个人计算机

这是计算机发展的第二个阶段,苹果计算机是其代表。个人计算机使计算机普及到每个人桌上,为人们提供了界面和输入机制,如键盘、鼠标等。但它在过去几十年里基本没有改变,需要新的形态。

💡网页应用

像Spotify、Slack这样运行在浏览器里的应用程序。视频说现在很多最棒的应用都是网页应用。这证明未来计算会基于互联网和浏览器,不再局限于本地操作系统。

💡IBM

国际商业机器公司。视频将它视为第一个成功的计算机公司,它最初将计算机应用于商业,代表第一代计算机只服务于企业,放在机房操作。

💡Electron

一个将网页技术用于构建跨平台应用程序的框架。视频说现在很多看似桌面应用的软件如Superhuman、Figma等其实都是Electron包装的网页应用。这也支持未来计算会聚焦于网页的观点。

💡增长引擎

指促进产品获取新用户的机制。视频中,增长引擎运转良好,意味着ARK浏览器有很好的用户增长和口碑传播。

💡宏观趋势

影响整个行业发展方向的大的趋势或潮流。视频说现在所有激动人心的技术宏观趋势如AI、区块链等都通过互联网展开,这预示着互联网计算的前景。

💡下一个类别

下一个计算机发展阶段。视频认为个人计算机时代已经过去,下一代计算会由互联网计算机主导,所以他们正在构建这“下一个类别”的产品。

💡文件

这里指用户真正在乎的数字内容,如文档、照片、视频等。视频说这些重要数据现在已经不存储在本地,而是存在于云端,只能通过网址访问,再次说明未来计算机不需要大内存和硬盘。

💡计算机生活

用户进行计算机相关活动的总和,包括工作、娱乐、创作等。视频认为我们的计算机生活已经超越了这台设备自身,转移到互联网上,所以需要一种新的计算机形态。

Highlights

我们认为我们正处于一个重要的时刻,就像三年前成立公司一样重要。

使用Ark的人似乎真的很喜欢它。我们感到有点惊讶,因为我们看到产品中还有很多问题。

保持率非常好,增长引擎正在加速运转,这让我们可以真正退一步,重新关注为什么我们会加入这家公司。

我们的目标是让Ark成为第一个流行的互联网电脑。

我们认为我们正处于网络计算的下一个阶段的边缘,现在是时候迎来一些新的东西了。

人们想要的东西是他们的"东西",但这些"东西"不再存在我们的计算机上,而是存在互联网上。

这就是为什么我们相信互联网计算机是下一代类别。开发人员和设计师正在为网络构建一切。

我们刚刚从Instagram联合创始人和Shopify、Pinterest、Slack的创始人和执行官那里筹集了一轮融资。

我们从正在推进互联网和未来计算未来的人那里筹集资金。如果你看我们正在做的不是建立一个新的浏览器,而是建立一种新的网络电脑类型,我们需要从这些人那里筹集资金。

这不是大卫与歌利亚的战斗。我们需要更大的团队来与苹果、谷歌和微软抗衡。

我迫不及待地想在三年后再录制一个视频,看看我们将会走到哪一步。

如果你一直在关注Ark,我们欠你一个大大的拥抱。因为没有你们,我们无法与科技巨头抗衡。

我不能等到在三年后再录制这样一个视频,看看我们将会走到哪一步。

谢谢你们所有人。我迫不及待地想在三年后再录制一个视频,看看我们将会走到哪一步。

Transcripts

[Music]

oh yay

hello uh my name is josh i'm one of the

co-founders and the ceo of the browser

company i'm coming to you from the swiss

french alps uh where i am visiting my

wife's uh family i'm sorry i'm a little

sweaty i just got off the trampoline

with my niece but i

i'm really excited to record this video

as odd as the format may be because

three years ago in this very same place

on my annual trip to switzerland i first

came up with the idea for the browser

company and after a long walk and a few

days of thinking wrote this long essay

to hersh

and that became the browser company and

three years later i have really really

big exciting news to share with you i

want to talk about three things today i

think this is as big a moment for what

we're doing as that founding founding

story three years ago um three things

one

i want to show

some graphs of how arc is doing uh it's

really exciting the second is

i want to kind of pull back the current

a little bit and tell you where we think

we're going in the next five years or

really why we're all here what our

actual aspiration is because the browser

company names a little bit of a

misdirection and and third and finally

uh i want to share some news we raised a

round of financing that i'm really

excited about and it's pretty unique i

know i've said excited a few times i'll

tone it down a bit but um

here we go

so first things first how's arc doing

you've probably been seeing more tweets

hopefully you've been using it uh

uh and and the spoiler alert is it seems

like people really like this thing we've

built uh i we're pretty surprised uh not

not

we were confident and we are confident

that we can make something amazing but

uh to be honest we look at the product

and see so much that's so wrong with it

but

let me just get into it um

i want to first show you how many people

are using the product at least five days

a week

this is a graph over time

since we started of the number of people

that used arc at least five out of seven

days a week right so at the very least

it's their default browser and they

likely really really like it if they're

using it that much

thousands and thousands of you now and

you can see how much progress we've had

uh in the last few months uh but on top

of that what we're even you know just as

grateful for is it's not just that

people that try ark seem to love it or

seem to like it you are all telling your

friends about it or it seems like you're

telling your friends about it because um

for every invite we send to ark we see

more than one waitlist sign up come back

organically and that means because you

the people that are that are using it

are telling your colleagues and your

friends about it and we so appreciate it

this is our our list of sign ups um and

and the reason that that's really big is

because uh in many ways we've been so

focused on just building the basics

right making sure arc is fast and secure

and has extension support and has

keyboard remapping yay profiles coming

soon

and uh it only feels like oh my goodness

that was not a flattering pause um it

only feels like right now because

retention is really good and because it

seems like the growth engine is humming

that we can really take a step back

and refocus on why we all join this

company and why we're building this

company and i don't want to tell you

about it um because it may not be what

you expect um

so

in order to tell you where we want to be

in five years i want to start in the

past a bit um and take you through the

the arc of computing um maybe you know

why where that

part of the reason that we called it arc

um so the arc of computing really i like

to think about it uh started with um

ibm so i mean biased i was a summer

intern at ibm not that i've been a

special loyalty to them but

international business machines that was

the first computing company uh that i

think

truly made waves at the level of a

company like apple and um

ibm you know the original computers uh

they they they existed in rooms like

this is the ibm 360 really the first uh

line of computers that was was

incredibly successful and it filled up

rooms it cost many many millions of

dollars it had multiple people to

operate them but most importantly they

were for businesses they were for

corporations international business

machines ibm it wasn't a thing that sat

on your desk it wasn't for the

individual it was it was transformative

but like what we think of as a computer

has changed a lot and it started as a

business computer

and for you know a couple decades now

we've been in really the second what i

like to think of the second phase in

evolution of computing and that's the

personal computer so uh obviously apple

i'm on an apple apple computer right now

changed my life i got this see-through

imac uh

on the right-hand side uh when i was i

don't know probably like 10.

i i i just i mean anyone that's watching

this video i know you had one of these

moments with with computers mine was

with an imac but obviously the original

macintosh some would even say even was

even before the macintosh with the

homebrew club and and the one that was

made

but the point is after the business

original business computer phase

computers went into this phase of being

extremely personal uh the two steves put

them on our desks uh they gave us input

mechanisms and interfaces such as the

keyboard and the mouse and uh fonts and

again they weren't the first but they

really were the ones that popularized it

and ever since then what we think of as

a computer is this kind of hunk of metal

that sits on our desk in front of us or

sits on our lap

it's pretty incredible but but it really

hasn't changed all that much in a couple

decades

which gets us to

why we're actually here so yes we're

building a browser but we're not just

building a browser we view

the browser engine as the foundation

for the next evolution in computing

which we believe

uh are internet computers and so we want

our aspiration is for arc

to be the first popular internet

computer

uh and uh i'll let your mind wander a

little bit about what that means i don't

want to fill in too many of the blanks

and quite frankly we're still figuring

it out ourselves but

we think that we're on the precipice and

it's about time for

for for the next for something new i

think we're all just a little bit bored

and something about these machines

and the software on them don't feel like

they've met this moment that we're at

right now um and and we think

uh the next wave of computing is going

to be internet computers and that and we

want ark to be that i want my son who's

10 i'm sorry my son who's one and a half

when he is 10 the same age i got that

imac i want his first computer to be arc

to be an internet computer and the

reason that we're so

uh bullish that that is this is the

moment for it whether it's us or someone

else we have no doubt that internet

computers are going to be the next next

category um

the reason we're so bullish is i mean

let's just look at this you know i love

i love this this personal computer i

love this laptop in front of me

but i also loved instagram and like

instagram it's it's just decaying it's

slowly decaying and

that's i don't think it's a bad thing it

just it had its moment but what i mean

is if you look at this computer

if you just take a step back and and

don't talk about it in terms of tech

the thing people want from their

computers is their stuff you can call it

files whatever you want to call it and

the stuff that matters to people are not

on their computer anymore

you know on my computer these are all

just random screenshots that i don't

actually care about uh you know i don't

i don't save the stuff that matters to

my personal and professional life and

folders on my desktop anymore neither do

you everything is a url now it's my

documents my presentations my pdfs my

photos everything is out there on the

internet

and lives at a url and it's not on my on

my computer like if i if i accidentally

dropped this computer down the mountain

i would be sad that i lost the resale

value of the device but i wouldn't lose

anything and that's because it's all on

the internet and then again i know i may

be at the tip of the spear or a little

bit of an extreme but all of our

applications are now on the internet too

like i run a modern technology company

and i can i just use all the

applications in arc because they're all

just web apps spotify i use an arc slack

i use an arc

the list goes on everything i need from

my computing life i can get from arc

from the internet because none of it is

on my computer anymore and in fact most

of the stuff that's on my computer

they're just electron apps and and for

those of you who don't know about

electron

essentially that just means is something

like superhuman or figma or notion or

discord

all of these products are actually

secretly just web browsers that have

been essentially white labeled to look

like native applications but they're

just web apps and that's why i can use

spotify for example or slack in my

browser and that's not a bad thing

that's an unbelievably exciting thing

this is what we mean is

it's not that there's anything wrong

with my macbook it's just from a bygone

era we are long live the web the

internet has had a resurgence and we

think the next great computing platform

is right in front of us and it's the

internet all of the developer the best

developers and designers are building

for the web all the really exciting

macro trends in technology if you're

excited about transformer neural

networks or blockchain technologies or

whatever it is that gets you going uh

it all takes place through the internet

and it all takes place through an

internet client a web browser and so

really our hypothesis is that the reason

that we're missing

we're missing something called an

internet computer whatever that looks

like

because our computing lives have moved

beyond this hunk of metal and

and it's really exciting to think about

a world in five years whether it's arc

or another product and company where

when i come to switzerland to visit my

in-laws once a year i don't need to lug

around this machine i can free myself

from the machine because i can go up to

my in-laws computer in there you know in

that back office i can tap my finger on

the on the device or i can toss at a

glance and whoosh

my computer comes down from the internet

comes down from the clouds and is right

there on that machine because all of the

stuff i need all of my tools all of my

files all of my people my teams all of

those things are out there on the

internet too so it doesn't matter where

i access it from and so if you go back

and you look at arc and you look at it

through that lens i think you can

probably see uh

you can see the seeds of that and you

can see why the browser company is

called the browser company um

but not just because we're building a

web browser but we because we think the

future of computing is on the internet

and browsers are going to be at the

foundation of that but really what we're

building is an internet computer and and

exciting part of that is

there we just found a lot of people who

believe in that and believe in us we

just raised a round of funding from mike

krieger uh

my krieger ins the

grand co-founder

just to have something to look at

mike is a wonderful wonderful wonderful

human uh just a lovely person who shares

our values um and also happened to

co-found instagram and was it cto uh

until it sold to facebook and a long

time after that and and not only mike uh

but we also raised money from the ceo

and co-founder of shopify

uh the ceo and co-founder of pinterest

the ceo and co-founder of slack the cto

and co-founder of slack uh the ceo front

uh the for the the camille ricketts who

was the kind of first storytelling

community person brilliant at notion and

and you know i don't mean to list these

people to sound like a coachella lineup

and we didn't raise money from these

people just uh to raise money from the

fanciest people we could find it's

because if again if you look at what

we're doing not as building a new web

browser but building a new type of

computer for the internet

then we need to go raise money from all

of the people who are making who have

made and are making that future internet

and that future computing life and even

if you go back to our series a our

series day wasn't raised from vc funds

uh it was raised from

uh the co-founders of stripe and the

founder of zoom and uh god i'm gonna

miss it you know the the you know the

founder of figma and the ceo of notion

and all of these people because that's

the future and that future isn't on our

local computer no one's making windows

apps no one's making mac apps i mean

some people are making mac ups but

really

people are building for the internet and

uh just feel so grateful that they're uh

that we get to learn from from all these

folks uh

uh

and on top of that just grateful i mean

it's a recession right now it was we did

not expect to be raising money in this

moment and um it wasn't only all these

new folks but folks like nabeel and jeff

and uh you know who you are all the

people that have come back and backed us

again and again um we're just we're just

really grateful and i wanted to end by

just saying i'm thankful for everyone

watching this video if you've been

watching this long we owe you a big hug

um because uh with your friends or

family or uh someone that's been falling

arc from the beginning or someone just

loves the product or a new friend from

the internet

it really is a david and goliath thing

going on we are going up against apple

we were going in up against google we

were going up against microsoft and we

can't do that unless we have unless you

know we're just

a handful of people in a proverbial room

trying our best like we need the

extended extended crew and if you're

watching this you're part of that and so

thank you thank you so much i cannot

wait to record another one of these

videos in three years uh again and see

where we are and um

yeah see you on the internet

thank you so much