At the risk of becoming the infamous iPod and Dropbox posters, I really don't think so. My browser having an LLM directly integrated adds nothing for my use cases that couldn't be accomplished with a web service or dedicated tool/app. For me, an integrated LLM running concurrently with my browser just represents a whole lot of compute and/or network calls with little added value and I don't think that this is unusual.

Blockbuster could have bought Netflix, stifled the idea, and then lost to… whatever, Vine or YouTube or something.

These stories just look compelling and obvious in retrospect, when we can see how the dice landed.

Time will tell, but I doubt it.