josh
i believe that you simply gave up on arc too soon.
to me, the experience of using arc felt like the experience of using a mac. when i would look at someone using chrome i would think "you poor thing"... it was the same as the vibe of looking at someone on a PC
i literally introduced 20-30 people to the product simply because i wanted them to have a better experience... anecdotally none of them balked and we all still use arc to this day.
i think the beauty of arc WAS the incremental wins that the company provided. i enjoyed arc because you guys shipped a bunch of little thoughtful features that all culminated towards an experience that felt completely different to chrome.
arc was an example of UX and care and small thoughtful features winning, and slowly pulling in a community of diehard users (that was steadily growing). users that you never explored different monetization paths with.
i've seen the dia demo's... it's chromebook meets glorified gpt wrapper with a few contextual features. there is no reason that this model doesn't get smoked by openai continuing to ship. you're building a feature that is in their product's natural evolution path.
dia integrated into arc (a fully fledged novel interface to access the web) as a feature, is a far more defensible moat vs. literally building a GPT style interface with small touches and micro-contextual awareness. THAT feels incremental in a bad way (these are all 1 month features to ship for openai in a much more cohesive way, which i'm sure you know).
i've never felt like i've been mourning a company before... but i do with arc. you should've continued to build for the outliers like me, and then taken the passion of those outliers to carve out an angle to the masses. instead you have alienated everyone that you found diehard pmf with.
it pains me to compare what you are doing with dia today with where you were heading with arc last year. it almost saddens me more to see you address many of the concerns directly, and yet be missing so much of the bigger picture. i wanted your words to read as grounded and insightful, but this still feels off-piste despite being aware of the feedback you've received.
shipping ai slop wrappers as an unnecessary separate product vs. working to elevate a product that people loved, and working to reposition that product to a broader audience will go down as a very obvious fumble in hindsight.
RIP to arc. god speed.