Perplexity owning Gateway to the Internet

Perplexity owning Gateway to the Internet

In this article, we will learn about the following things

1?? → How Perplexity is Trying to Own Gateway to Internet

2?? → Why Perplexity is doing this? — Underlying Strategy

3?? → The Bigger Picture — Why Gateway matters now?

4?? → Learning from this Case Study

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The “gateway to the internet” refers to the primary entry points users rely on to access information, services, and experiences online.

Historically, search engines (e.g., Google) and web browsers (e.g., Chrome, Safari) have served as gateways, wielding immense influence over user behaviour, data collection, and digital ecosystems.

How Perplexity is trying to Own the gateway?

First — Reinventing Search with AI

Perplexity’s initial offering, an AI-powered search engine, was a bold move to challenge the status quo dominated by Google.

Unlike traditional search engines that return a list of links, Perplexity leverages large language models to provide direct, conversational answers with real-time web data.

This approach appeals to users who want efficiency and context over sifting through results.

However, search engines alone don’t fully control the user journey. They rely on browsers as the delivery mechanism.

This dependency likely prompted Perplexity to take the next step which is launching Comet

Second — Launching Comet — A Browser for Agentic Search

Announcing Comet, an AI-powered browser, signals Perplexity’s ambition to extend its influence beyond search and into the full browsing experience.

The term “agentic search” implies a browser that doesn’t just passively display content but actively assists users — understanding complex queries, performing tasks, and making autonomous decisions.

This is a significant evolution from traditional browsers like Chrome or Firefox.

By launching a search engine and now a browser, Perplexity is targeting both pillars of this gateway, aiming to create a seamless, integrated experience that keeps users within its orbit.

This dual approach mirrors strategies employed by tech giants like Google, which paired its search engine with Chrome to dominate discovery and online navigation.

Perplexity’s underlying Strategy Behind this

Vertical Integration:

  1. By owning both the search engine and the browser, Perplexity can create a seamless, end-to-end experience.
  2. Imagine a browser where the search bar isn’t just a portal to a separate engine but an embedded AI assistant that anticipates needs, curates content, and executes actions (e.g., booking a trip or summarizing a webpage). This reduces reliance on third-party browsers and strengthens Perplexity’s ecosystem.
  3. Vertical integration also mirrors successful tech plays — like Google’s Chrome feeding into its search dominance or Apple’s Safari reinforcing its hardware-software ecosystem.

Differentiation in a Crowded Market:

  1. The browser market is dominated by Chrome (63%+ market share), Safari, and Edge, with smaller players like Firefox and upcoming AI-first browsers like Dia (from The Browser Company) vying for attention. Comet’s focus on “agentic search” could set it apart by offering proactive, AI-driven features — think real-time threat detection, intelligent tab management, or personalized content curation — beyond what incumbents provide.
  2. This differentiation targets power users, researchers, and professionals who value efficiency and context, aligning with Perplexity’s existing search audience.

Data Supremacy:

  1. A browser gives Perplexity deeper access to user data — not just search queries but browsing habits, time spent on sites, and interactions across the web. This data fuels its AI, enabling more accurate predictions and tailored experiences, which in turn lock users into its ecosystem.
  2. In an AI-driven world, data is the ultimate currency. Owning the browser amplifies Perplexity’s ability to compete with Google, which has long leveraged Chrome data to refine its services.

Monetization Expansion:

  1. Browsers open new revenue streams beyond search ads or subscriptions. Perplexity could integrate e-commerce (e.g., it's Snap to Shop tool), offer premium AI features, or partner with businesses for contextual advertising — all within the Comet interface.
  2. By controlling the browser, Perplexity can bypass Google’s ad ecosystem, which dominates third-party browsers, and build its monetization model.

The Bigger Picture: Why the Gateway Matters Now

Perplexity’s timing isn’t coincidental. Several trends make owning the internet gateway more critical than ever:

  1. AI’s Rise: As AI transforms how we interact with technology, companies that integrate it into core tools (search, browsers) will lead the next wave of innovation. Perplexity is positioning itself as an AI-first player, not a legacy tech firm playing catch-up.
  2. User Expectations: People increasingly expect technology to “do the work” for them — whether it’s answering questions, automating tasks, or curating content. A browser with agentic capabilities meets this demand head-on.
  3. Fragmenting Markets: While Google remains dominant, legal challenges (e.g., antitrust cases) and competition from AI-native startups (e.g., OpenAI, Anthropic) are creating openings. Perplexity sees a chance to carve out a niche that could scale into a broader challenge.

Perplexity’s push to own the gateway — first with search, now with Comet — reflects a vision where AI doesn’t just enhance the internet but redefines how we access it.

By controlling both the discovery (search) and delivery (browser) layers, Perplexity aims to create a unified, intelligent interface that anticipates user needs and bypasses traditional gatekeepers like Google.

This isn’t just about competing in today’s market — it’s about shaping the internet of tomorrow, where AI agents act as our navigators, curators, and assistants.

In essence, Perplexity is betting that the future of the web lies not in passive tools but in proactive, AI-driven ecosystems.

If Comet delivers on its promise, it could mark a pivotal shift in how we think about browsing — and position Perplexity as a true contender in the battle for the internet’s front door.

Key takeaways from this case study

  1. Every consumer-facing application is vying to get an inflow of a large set of users
  2. The biggest inflow of web users happens on the search engines. This traffic can later be leveraged to build businesses on top of it (e.g. — How google has built the ads business on top of the search engine)
  3. AI is bringing a massive change to the technological landscape, users will not be interested in finding websites, which might contain answers to their queries, but they are looking for the exact answer
  4. Perplexity is willing to leverage this shift in user expectations to get a foot in the door for search engine business, which Google heavily dominates

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