OpenAI is finally releasing its long-rumored web browser, a move long anticipated by Kalshi traders.
On Tuesday, the company unveiled ChatGPT Atlas, an AI-powered browser available globally on macOS, with Windows, iOS, and Android versions coming soon, CNBC reports. The announcement sent Alphabet shares down roughly 3%, as investors weighed what OpenAI’s entry into the browser space could mean for Google’s dominance.
The launch was teased early in the day through a short post on X showing browser tabs labeled Livestream, Today, and 10 a.m. PT. CEO Sam Altman followed up, calling it a product he’s “quite excited about.” OpenAI later confirmed the browser’s name and release details on YouTube, describing it as its “new browser” built for a more conversational, assistant-driven web experience.
CNBC reports that the product positions OpenAI squarely against Google and Perplexity AI, both of which have recently embedded large language models into their browsers. Google rolled out its Gemini-powered Chrome features in September, allowing users to summarize pages and automate tasks. Perplexity, meanwhile, launched its Comet browser this month, pitched as an all-in-one AI assistant for browsing, shopping, and scheduling.
OpenAI’s Atlas is expected to integrate its Operator agent, first previewed in January, which can book reservations, fill out forms, and perform actions directly within the browser. The Verge adds that Atlas likely runs on Chromium, the same engine behind Chrome and Edge, suggesting OpenAI aims to compete through intelligence rather than infrastructure.
Since Reuters first reported in July that OpenAI was preparing a web browser, Kalshi traders have been pricing in a 2025 release. Aside from a few brief dips in September, the contract on whether OpenAI would release a web browser this year held above 80% for most of October, reflecting confidence that the launch was imminent.
When OpenAI’s teaser appeared on X Tuesday morning, the final move to 99% simply confirmed what the market had already decided.
Traders are also watching for what comes next. A popular Kalshi market asks what kind of device Jony Ive and OpenAI will announce in their ongoing design collaboration. Earbuds or headphones lead at 45%, closely followed by a clip-on device for clothing at 42%, with a watch at 20% rounding out the top tier. The project, widely rumored to blend voice AI with minimalist design, could push OpenAI into wearables after Atlas extends it into browsing.
Together, these markets illustrate how OpenAI’s expanding ecosystem is reshaping not just Silicon Valley’s competitive landscape but also how traders interpret its strategic bets. From browsers to hardware, markets are treating OpenAI less like a research lab and more like a full-scale consumer-tech rival to Alphabet and Apple.
Takeaway
Kalshi markets now forecast:
Browser released this year: 99%
Top Ive–OpenAI device bet: Earbuds/Headphones (45%)
The odds suggest traders see Atlas as a clear win for OpenAI’s momentum. The browser launch cements OpenAI’s move into the consumer arena and signals the start of a broader “AI browser war” that could reshape both the tech landscape and market expectations for 2026.
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