Meteor

What do they actually do

Meteor is a standalone, Chromium‑based browser you can download on macOS. It embeds an on‑page AI agent that can read the current webpage, take natural‑language prompts, and then control the page (move the cursor, click, fill forms) to complete tasks you ask it to do browse.dev, YC.

In practice, you open any site inside Meteor, type a request into its command/chat UI, and watch the agent handle steps like searching, form‑filling, or creating calendar invites. Demos show a distinct cursor driven by the agent as it carries out actions such as multi‑site price checks or scheduling workflows YC, GeekWire.

Today it’s an early macOS build with visible integrations (e.g., Gmail, Google Calendar, Twitter) and a focus on “chat with any page.” Reliability across many sites, permissions/safety for acting in logged‑in sessions, and broader platform support (Windows/Linux) are works in progress as the two‑person team scales beyond the prototype stage browse.dev, YC, GeekWire.

Who are their target customer(s)

• Busy knowledge workers (PMs, ops, executives): They lose time to email triage, scheduling, and gathering facts across tabs. Manual copy‑paste and form‑filling slow them down; a page‑aware agent could offload these steps.
• Online shoppers and procurement buyers: They compare prices across multiple sites and repeat checkout steps. Automating search, comparison, and basic checkout can cut repetitive clicks.
• Customer support and research analysts: They collect and move data between web apps and tickets/reports. Clicking through many pages and copying details is slow and error‑prone.
• Freelancers and small‑business operators: They repeatedly fill invoices, forms, and appointment slots across services, which eats into billable time.
• Power users with complex, repeatable web workflows: They want multi‑step browser automations that don’t break when UIs change, but scripting tools are brittle and time‑consuming to maintain.

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

• First 10: Recruit early users from founders’ networks, YC peers, and site downloaders; run hands‑on onboarding sessions where the founders watch real workflows and fix reliability/permission issues live browse.dev, YC, GeekWire.
• First 50: Target PM/ops communities (LinkedIn, Slack groups) with priority onboarding and templates using Gmail/Calendar. Host short demos/webinars showcasing scheduling, triage, and price‑comparison flows, then convert attendees to trials with rapid site‑specific fixes YC, browse.dev.
• First 100: Leverage launch press and YC momentum, add a simple referral incentive, and run a few paid pilots with SMBs/agencies to produce public case studies. Improve conversion by shipping one‑click templates (invites, form fills, multi‑site checks) while hardening reliability on the most requested sites YC, GeekWire, browse.dev.

What is the rough total addressable market

Top-down context:

Ceilings are very large: ~5.5B internet users globally (desktop/mobile combined) and ~2.77B online shoppers in 2025, which bound both consumer and professional reach for a desktop browser with automation ITU, Statista summary via SellersCommerce. Desktop share remains in the billions, indicating substantial headroom for a browser‑based product StatCounter.

Bottom-up calculation:

Example professional‑first scenario: assume 200M global knowledge workers addressable near term; at 0.5% paid conversion and $10/month ($120/year), ARR ≈ 200,000,000 × 0.005 × $120 = $120M. The 200M working estimate is a conservative global subset informed by professional counts and workforce surveys DPE/BLS, ADP People at Work.

Assumptions:

• Near‑term addressable knowledge workers ≈ 200M globally (conservative subset of professionals).
• Paid conversion of 0.5% among that segment with clear time‑savings value.
• Pricing at $10/month per individual professional seat.

Who are some of their notable competitors

• Microsoft Edge (with Copilot): Mainstream browser with built‑in Copilot for page‑aware assistance and summaries; enormous distribution on Windows makes it a default alternative for AI‑assisted browsing Microsoft.
• Arc Browser (The Browser Company): A modern Chromium‑based browser with integrated AI features (e.g., on‑page actions, summaries, and command tools) competing for power users who want productivity inside the browser Arc.
• Opera (Aria AI): Consumer browser with native AI assistant (Aria) and AI prompts; established user base and early AI integrations make it a notable contender Opera Aria.
• Bardeen: A browser automation tool/extension that runs no‑code workflows to click through web apps, scrape data, and move it between tools—overlapping with Meteor’s page‑level automation use cases Bardeen.
• HyperWrite: An AI assistant with a browser extension that can help complete tasks on websites (e.g., browsing, filling forms, purchasing), positioning it close to agentic browsing workflows HyperWrite.