Browser Use

What do they actually do

Browser Use builds an open‑source library that lets an AI agent control a real browser to complete web tasks like navigating pages, logging in, filling forms, and extracting data. The SDK is primarily Python (with TypeScript examples) and can run locally or on your own servers GitHub README.

They also offer a hosted service, Browser Use Cloud, which runs the same agents in managed browsers. It provides an API and no‑code web UI, handles scaling plus proxies/bot‑protection, and uses usage‑based billing (listed as per‑step pricing) with subscription tiers site, pricing.

Typical usage today: developers install the package, connect an LLM, and call agent.run() to let the agent browse, click, and return structured results along with logs/visual traces for debugging. Non‑technical users can run or schedule repeatable workflows from the cloud UI without writing code GitHub README, site.

Who are their target customer(s)

• Independent developers and early‑stage startups prototyping browsing automations.: They need to quickly test agent ideas without owning browser infrastructure, and want simpler debugging and deployment for real Chromium runs.
• Small engineering teams automating repetitive web tasks (scrapes, form fills, logins).: Their scripts break on dynamic sites and anti‑bot defenses; they need more reliable page understanding and fallbacks to cut manual fixes.
• Non‑technical operators and product managers running no‑code automations.: They can’t write or maintain code; they need recorded/replayable workflows, templates, and a simple UI to run or schedule tasks without engineering support.
• Growth/lead‑gen teams and data providers running many similar scrapes at scale.: They need to avoid blocking, run large jobs in parallel, and keep costs predictable when crawling hundreds or thousands of pages.
• Enterprise buyers evaluating a hosted browser automation platform.: They require uptime guarantees, controls for sensitive data, hardened stealth/proxies, 2FA handling, integrations, and contractual SLAs.

How would they acquire their first 10, 50, and 100 customers

• First 10: Personally recruit from the open‑source community (top contributors, active Discord users), offer free cloud credits and concierge onboarding to turn early experiments into repeatable workflows and capture feedback.
• First 50: Publish short tutorials and ready‑to‑use templates to developer channels and communities, drive signups to a time‑boxed trial with self‑serve billing, and convert the best users into public case studies and shared templates.
• First 100: Package recorded workflows and no‑code templates in the cloud UI, layer targeted paid acquisition, and run low‑risk paid pilots with credits/support; publish several case studies and add integrations that remove operational objections for teams.

What is the rough total addressable market

Top-down context:

Closest verifiable market is web scraping/data‑extraction, estimated around $0.7–$1.0B in the mid‑2020s, with adjacent upside in RPA (multi‑billion) and AI browser/agent segments (hundreds of millions to low billions) Mordor Intelligence, ScrapingDog, Grand View Research, Valuates.

Bottom-up calculation:

Illustrative path to ~$10M ARR: 600 Business customers at $500/mo and 150 Scaleup customers at $2,500/mo, plus ~25 enterprise deals averaging $60k/yr, using listed public prices for Business/Scaleup and a conservative enterprise ASP pricing.

Assumptions:

• Customer counts are achievable within the web‑automation buyer base via self‑serve + light sales.
• Enterprise ASP of ~$60k/yr with a small initial footprint.
• Pricing and packaging remain similar to current public tiers.

Who are some of their notable competitors

• Apify: Developer‑oriented platform with an SDK and hosted cloud for running/scheduling crawlers; overlaps on code‑first automation plus managed execution/storage/proxies.
• Browse.ai: No‑code, cloud‑first recorder for data extraction and form automation; targets non‑technical users who want recorded bots without writing code.
• Playwright (Microsoft): Open‑source browser automation library widely used by developers; competes at the SDK layer for driving real browsers, but does not provide a hosted managed cloud.
• Zyte: Established scraping provider offering headless rendering, anti‑blocking, proxies, and enterprise features for large‑scale crawls; strong for teams prioritizing reliability and SLAs.
• Octoparse: GUI/no‑code scraping tool with a hosted runner aimed at business users; competes for simple, repeatable extraction jobs without engineering involvement.