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Josh Miller (CEO)19 March 2023

Competing with giants: An inside look at how The Browser Company builds product

9Frameworks
13Insights

Episode overview

Lenny Rachitsky interviews Josh Miller, CEO and co-founder of The Browser Company, about building Arc and competing in the mature browser market. Miller explains why the company pairs metrics with an emphasis on the feelings its software evokes, and how its values, hiring, unusual team structure, rapid prototyping, and public storytelling support that approach. He also lays out Arc’s longer-term ambition to become an “internet computer” and a richer development platform for web-based experiences.

Key ideas

  • Use metrics to test whether a product achieves its aims, but let desired human feelings guide creation and prioritization.
  • Choose a market whose success conditions match the team’s distinctive strengths; for browsers, product love, brand, and experience can drive growth and revenue.
  • Build company values by observing the traits already present in the team, then express them in language and formats that feel authentic.
  • Treat hiring and the team itself as a core product, attracting intrinsically motivated people with an ambitious mission, trust, autonomy, and visible credit.
  • Prototype organizational design as well as product features, including membership and storytelling teams and project-specific product leadership.
  • Use public storytelling to build human trust, while recognizing the risk of centering founders too heavily.
  • Give teams and features new names when useful to loosen inherited assumptions and encourage first-principles thinking.
  • Arc’s long-term vision is an internet computer that narrows the experience gap between web and native software and supports a richer developer platform.

Transcript available · source text is retained privately and is not published

Frameworks in this episode

People & resources mentioned

Attributed to the moment in the episode. Timestamps are approximate.

People · 17

  • Lenny RachitskyCoinedtoday we've got another very special compilation episode something I've been pulling on more and more with the podcast and the newsletter

    welcome to Lenny's podcast where I interview world-class product leaders and growth experts

  • Josh MillerMentionstoday my guest is Josh Miller Josh is the CEO and co-founder of a company called the browser company

    today my guest is Josh Miller Josh is the CEO and co-founder of a company called the browser company

  • Hursh AgrawalMentionsearlier in my career started a company also with Hirsch my current co-founder and CTO

    earlier in my career started a company also with Hirsch my current co-founder and CTO

  • Walt DisneyCoinedwhat do you think Walt Disney was optimizing for when he was crafting Disneyland

    what do you think Walt Disney was optimizing for when he was crafting Disneyland

  • Phil KnightCoinedwhat do you think Phil Knight was thinking about when he made that first version of the Nike running shoe

    what do you think Phil Knight was thinking about when he made that first version of the Nike running shoe

  • Steve JobsCoinedSteve Jobs is just uh the bar he held for the company and for technical talent and for excellence was not uh wavering.

    what do you think Steve Jobs was imagining and daydreaming about when thinking about the iPhone or the Macintosh

  • Shahed KhanMentionsthe most common question turned out was from Shahed Khan who had the most likes of all the questions

    the most common question turned out was from Shahed Khan who had the most likes of all the questions

  • Darin FisherCoinedwe hired someone named Darren who as I mentioned he co-created the first prototype of chrome and then ran it for 16 years

    we hired someone named Darren who as I mentioned he co-created the first prototype of chrome and then ran it for 16 years

  • Peter VidaniMentionshe was the first designer at Tumblr ran the design team at Tumblr for seven years

    he was the first designer at Tumblr ran the design team at Tumblr for seven years

  • RebeccaMentionsRebecca was a data scientist leaves at quora she got her PhD at MIT

    Rebecca was a data scientist leaves at quora she got her PhD at MIT

  • Evan SpiegelMentionshe's also VP of product at snap where he's the right-hand man to Evan Spiegel for 2 years

    getting to know Evan from Snapchat just a little enough to know how he's talked about PMS

  • Ellis HamburgerMentionsthere is a gentleman named Ellis who is a background starters reporter at the verge

    there is a gentleman named Ellis who is a background starters reporter at the verge

  • Josh LeeMentionsand then we have a person named Josh Lee

    and then we have a person named Josh Lee

  • Scott BelskyMentionsHe's a former founder starting a company called Behance that he sold to Adobe where he worked up the ranks to chief product officer

    Scott is the CPO of adobe and just like awesome product thinker person

  • Robert IrwinMentionsseeing is forgetting the name of fate of the thing one sees which is a book about Robert

    seeing is forgetting the name of fate of the thing one sees which is a book about Robert

  • Lawrence WrightCoinedGod saved Texas by Lawrence Wright who's one of my favorite authors

    God saved Texas by Lawrence Wright who's one of my favorite authors

  • Adam CurtisMentionsI've been re-watching all of the Adam Curtis documentaries on YouTube I'm a huge Adam Curtis fan

    I've been re-watching all of the Adam Curtis documentaries on YouTube I'm a huge Adam Curtis fan

Resources · 55

  • Lenny's PodcastCoinedpodcast · Lenny Rachitsky

    welcome to Lenny's podcast where I interview world-class product leaders and growth experts

  • The Browser CompanyCoinedcompany · Josh Miller and Hursh Agrawal

    Josh is the CEO and co-founder of a company called the browser company which makes a product called Arc

  • ArcUsessoftware · The Browser Company

    which makes a product called Arc which has quickly become my default web browser

  • WriterMentionssoftware · Writer, Inc.

    Ryder is an Enterprise grade generative AI platform built specifically for the needs of businesses

  • DovetailMentionssoftware · Dovetail

    this episode is brought to you by dovetail the customer insights platform for teams that gets you from data to insights fast

  • FacebookUsescompany · Meta

    we were fortunate enough to have that company acquired or acquired by Facebook and spent a number of years working at Facebook

  • NikeMentionscompany · Phil Knight and Bill Bowerman

    Nike was one of the first companies that at a very deep level resonate with me as a child

  • AppleMentionscompany · Steve Jobs, Steve Wozniak, and Ronald Wayne

    Disney Disney same thing Apple before I was a professional in an industry

  • DisneyMentionscompany · The Walt Disney Company

    Disney Disney same thing Apple before I was a professional in an industry

  • DisneylandCoinedplace · The Walt Disney Company

    what do you think Walt Disney was optimizing for when he was crafting Disneyland

  • iPhoneMentionsproduct · Apple

    what do you think Steve Jobs was imagining and daydreaming about when thinking about the iPhone or the Macintosh

  • MacintoshMentionsproduct · Apple

    what do you think Steve Jobs was imagining and daydreaming about when thinking about the iPhone or the Macintosh

  • SnapchatMentionssoftware · Snap Inc.

    when I was at Facebook I joined in the midst of Snapchat's ascendancy

  • Hacker NewsUseswebsite · Y Combinator

    you're on Hacker News and you wanna probably pretty quick succession check out a five to seven URLs

  • PeekCoinedsoftware · The Browser Company

    Peak allows you to effortlessly just like peek into it without leaving Hacker News and context switching to this whole new tab

  • Google ChromeCoinedsoftware · Google

    he co-created the first prototype of chrome and then ran it for 16 years

  • VimeoMentionscompany

    most recently she was actually I believe senior SVP of product at Vimeo and a senior director of engineering

  • TumblrMentionscompany · David Karp

    he was the first designer at Tumblr ran the design team at Tumblr for seven years

  • SlackMentionssoftware · Slack Technologies

    most recently was SVP of design at slack join the team as an IC designer

  • Lenny's NewsletterCoinednewsletter · Lenny Rachitsky

    even though my newsletter is called Lenny's newsletter

  • SubstackUseswebsite · Substack Inc.

    that was the default recommendation when I was signing for substack

  • GitHubMentionssoftware · GitHub

    what users love about linear are the powerful keyboard shortcuts efficient GitHub Integrations

  • QuoraMentionswebsite

    Rebecca was a data scientist leaves at quora she got her PhD at MIT

  • MITMentionscompany

    Rebecca was a data scientist leaves at quora she got her PhD at MIT

  • StripeMentionscompany · Patrick Collison and John Collison

    and then was a software engineer at stripe

  • AirbnbMentionscompany · Brian Chesky, Joe Gebbia, and Nathan Blecharczyk

    I mean I remember going to airbnb's offices early in my career and seeing the storyboards lining the walls

  • Snow White and the Seven DwarfsMentionsfilm · Walt Disney Productions

    it was based on the movie Snow White you can read about it

  • CronMentionssoftware

    it's like you guys linear raycast is this product uh cron

  • RaycastMentionssoftware · Raycast

    it's like you guys linear raycast is this product uh cron

  • LinearUsessoftware · Linear

    our company runs on linear and has run on linear since day one

  • Thrive CapitalMentionscompany

    I actually spent two years at a venture capital firm as an investor called Thrive capital

  • ChromiumMentionssoftware · Google

    increasingly they're literally just carbon copies of the exact same code chromium with little tweaks

  • GoogleMentionscompany · Google

    there is a reason why they are owned primarily by Google Apple and Microsoft

  • MicrosoftMentionscompany · Bill Gates and Paul Allen

    there is a reason why they are owned primarily by Google Apple and Microsoft

  • TupleUsessoftware

    I use it I'm not a paired program with anyone it is the fastest way to talk to someone at your company

  • ZoomMentionssoftware · Zoom Video Communications

    it is the best audio quality I have ever experienced in a communication tool better than Zoom

  • AdobeMentionscompany

    Scott is the CPO of adobe and just like awesome product thinker person

  • Amazon Web ServicesMentionscompany · Amazon

    every big public company mentions Microsoft Azure or you know Amazon web servers you hear about cloud cloud and Cloud

  • Microsoft AzureMentionsproduct · Microsoft

    every big public company mentions Microsoft Azure or you know Amazon web servers you hear about cloud cloud and Cloud

  • DropboxMentionscompany · Drew Houston and Arash Ferdowsi

    that PDF is probably out on Dropbox somewhere and you're accessing it as a URL

  • iCloudMentionssoftware · Apple

    they're not on your iPhone they're on some iCloud server somewhere

  • CarPlayMentionssoftware · Apple

    my car has car play my TV is a computer my my laptop is a computer

  • FigmaMentionssoftware · Figma

    why do you think figma is in the web browser why do you think figma's blog post was meet us in the web browser

  • FirefoxMentionssoftware · Mozilla

    they built Chrome extensions just so they could you know have parity with Firefox

  • The World Wide WebMentionsother

    if you look at this development platform which exists today the World Wide Web the open internet

  • Harold and the Purple CrayonRecommendsbook · Crockett Johnson

    Harold on the Purple Crayon

  • Seeing Is Forgetting the Name of the Thing One SeesRecommendsbook · Lawrence Weschler

    seeing is forgetting the name of fate of the thing one sees which is a book about Robert

  • God Save TexasRecommendsbook · Lawrence Wright

    God saved Texas by Lawrence Wright who's one of my favorite authors

  • The Last of UsRecommendstv show · Craig Mazin and Neil Druckmann

    the first TV show episode I've cried at cried from in recent memories episode three of The Last of Us

  • HyperNormalisationRecommendsdocumentary · Adam Curtis

    hybrid normalization is my favorite

  • The White LotusMentionstv show · Mike White

    there's been a meme of everyone saying White Lotus is the show to watch

  • TupleRecommendssoftware

    I want to plug Tuple I think I'm gonna put everything on Tuple

  • NotionUsessoftware · Notion Labs

    we run on notion we love notion we love linear

  • Apple PodcastsMentionssoftware · Apple Inc.

    you can subscribe to the show on Apple podcast Spotify or your favorite podcast app

  • SpotifyMentionssoftware · Spotify

    you can subscribe to the show on Apple podcast Spotify or your favorite podcast app

Spot an error or want something removed? Request a correction or removal.

Insights & moments

The myth-busts, hot takes, explainers, and tools worth keeping.

Hot Take· 4

Hot Take11:30

Optimize for Feelings, Not Just Metrics

Josh argues that Silicon Valley's obsession with graphs and numbers leaves a lot on the table. At The Browser Company they talk instead about 'optimizing feelings' — deciding what emotion (joy, speed, focus) a feature should evoke. He points to Nike, Disney, and Apple as brands whose founders were designing for feeling, not dashboards, at the moment of creation.

  • Metrics are quantitative and objective but miss a lot of what makes products beloved
  • Ask what feeling the software should evoke before you build the feature
  • Walt Disney, Phil Knight, and Steve Jobs were optimizing for feeling, not numbers
  • Numbers are still useful to keep yourself honest about whether you're hitting the aim

what we do at the browser companies we talk about optimizing feelings how does the software how do we want to make someone feel on…

Josh Miller · 11:30

what do you think Walt Disney was optimizing for when he was crafting Disneyland what do you think Phil Knight was thinking about when he…

Josh Miller · 13:00
#product#metrics#philosophy#design
Hot Take31:00

Interviews Designed to Convince People NOT to Join

Josh reframes the company's real product as its team. In interviews he doesn't pitch — he invites questions and is brutally honest that most people shouldn't want to work there. That intentionality, plus an ambitious prompt and genuine empowerment, is how they've hired senior leaders (including a Chrome co-creator, a Vimeo SVP, and a Slack design SVP) as individual contributors.

  • He views the product as the team, not Arc itself
  • Interviews aim to convince people not to join; no pitching, radical honesty
  • Hired Darren (co-created Chrome, ran it 16 years) as an IC
  • Also hired a former SVP of product at Vimeo and a former SVP of design at Slack as ICs

I view our product as our team

Josh Miller · 31:00

if I have an interview with someone I don't pitch them I say what do you want to ask me anything you want I'll be…

Josh Miller · 32:00
#hiring#team#culture#recruiting
Hot Take41:00

Building in Public as Radical Trust-Building

Josh explains why a browser company films its own board meetings and shares work publicly: a browser holds your most sensitive data, and tech has broken users' trust repeatedly. His bet is that a great privacy policy isn't enough — people trust people, so letting users get to know the humans behind Arc is a deliberate 'radical trust-building' experiment, even at the risk of looking self-important.

  • A browser holds your most sensitive personal and professional data — trust is the product
  • Culturally, users have lost trust in tech brands over the last 5-10 years
  • A privacy policy alone won't earn trust; people trust people they feel they know
  • He worries the approach could tip into 'internet celebrity' and wants to be told if it does

building in public showing you our meetings uncomfortably so is an act in if we were them why should they trust us

Josh Miller · 42:00
#trust#transparency#brand#privacy
Hot Take52:30

No Product Managers — Hire 'Mutts'

The Browser Company has no PM org; instead the PM role floats to whoever fits a given project — an infra engineer on a performance project, a membership person on a member-facing one. Josh, a former Facebook PM himself, wants multi-disciplinary people who identify as 'I make things.' He openly predicts they'll eventually hire PMs anyway, citing Snapchat and Stripe.

  • No PM org; the PM role is picked per project, not per person
  • They hire 'mutts' — multi-disciplinary people who say 'I make things'
  • Example: Rebecca (data scientist, MIT PhD, ex-Stripe engineer) effectively plays PM
  • Josh predicts they'll likely add PMs eventually, as Snapchat and Stripe did

I don't think we will have a PM org or a PM role because again we believe depending on the if you look if you…

Josh Miller · 53:30
#product-management#hiring#org-design#team

Explainer· 4

Explainer06:00

D5/D7: The One Metric Arc Obsesses Over

Despite championing feelings, Arc still tracks one metric religiously: D5/D7 — how many people use Arc at least five days out of seven. Josh explains it captures retention, engagement, and growth in a single un-gameable number, and that they watch week-over-week growth rate rather than absolute counts.

  • D5/D7 = people who turn to Arc at least five days a week (others call it L5/L7)
  • It bundles retention, engagement, and growth and can't be gamed
  • They track week-over-week growth rate, not absolute user numbers
  • Grew 10%+ every week for about eight months; D5/D7 retention sits low-30s to low-40s by cohort

we call it D5 D7 a lot of other companies call it L5 L7 but the human explanation for that is how many people turn…

Josh Miller · 06:00
#metrics#retention#growth#product
Explainer46:30

The 'Odd Teams': Membership and Storytelling

Instead of standard startup orgs, The Browser Company builds teams from first principles. 'Membership' owns the entire relationship with a user full-stack — collapsing support, success, and user research into one ongoing relationship. 'Storytelling' owns the relationship with everyone they don't yet serve — collapsing PR, investor relations, and marketing into telling the company's story.

  • Membership owns the user relationship from first touch onward, replacing support/success/research silos
  • Storytelling owns everyone not yet served — press, investors, marketing as one function
  • Teams are designed by asking 'what could be' and the most direct way to manifest it
  • Josh concedes these unconventional orgs 'break down in 18 ways' as you scale

we start with first principles asking what could be what are we really trying to do here and what is the most direct way to…

Josh Miller · 49:30
#org-design#team#first-principles#culture
Explainer1:10:30

Why a Browser Was the Perfect Category to Pick

Josh reveals the strategic logic behind choosing browsers. The category is uniquely universal-consumer, a commodity (near-identical chromium clones), and hugely lucrative. In a commodity market, you win on emotional connection and brand — which happens to be exactly what The Browser Company is built to do. He frames 'obsess over experience' not as anti-revenue but as the practical way to win this specific market.

  • Browsers are one of the most universal consumer products, used across every generation
  • They're commodities — near-identical chromium clones — yet extremely high-margin
  • In a commodity market you win on emotional connection and brand, not features
  • Focusing on brand and experience IS the growth-and-revenue strategy, not a trade-off against it

we have a product that everyone in the world uses where they're all identical essentially interchangeable commodities and if you can get people to use…

Josh Miller · 1:11:00

we in fact picked a category of software we're focusing on brand and user experience is how you get growth and revenue

Josh Miller · 1:12:30
#strategy#market#brand#product
Explainer1:16:00

The 'Internet Computer' Vision Behind Arc

Josh lays out the company's real ambition: not a browser but an 'internet computer.' As everything — apps, files, photos — moves to the cloud, hardware becomes an empty shell and your true computer lives on the internet. Arc aims to be to the web browser what the iPhone was to the cell phone, and eventually a development platform more valuable than the first-party product itself.

  • Everything is moving to the cloud; your files are already URLs, not local objects
  • Hardware is commoditizing into empty vessels; the real computer lives on the internet
  • Arc aims to be the interface to that internet computer — 'the iPhone for the internet'
  • The long-term value is Arc as a development platform, not the browser itself

what we are building at the browser company is an internet computer

Josh Miller · 1:19:00

we want to be to the web browser what the iPhone was to the cell phone

Josh Miller · 1:19:30
#vision#strategy#cloud#platform

Story· 2

Story13:30

What Facebook's Metrics Missed About Snapchat

Josh recalls Facebook debating the Snapchat threat by tracking an acronym seared into his memory — OBPS (posts per week). He argues the right question was whether people felt closer to friends and family, which is what Snapchat actually got right by designing for something human rather than a composer-open count.

  • Facebook measured its Snapchat response via OBPS — shares/posts per week
  • The better question was whether people felt closer to friends and family
  • Snapchat succeeded by chasing a human feeling, not a composer-open count
  • Use metrics to stay honest, but don't let them define what you're building

I think that's what Snapchat got so right they weren't obsessing about something like how many people put an image into the composer and hit…

Josh Miller · 14:30
#metrics#facebook#snapchat#product
Story23:30

Company Values as a Mirror: The Road Trips Essay

Josh admits he hated corporate values and resisted them for two years. The unlock came when he noticed the team already shared organic traits; they interviewed everyone one-by-one and wrote the values back as a mirror. Rather than a landing page of titles, they published an essay called 'notes on road trips' — a semi-fictional story that carries the values without feeling like propaganda.

  • He resisted corporate values for ~2 years as 'fortune cookie' propaganda
  • Values emerged organically before anyone named them
  • They interviewed the whole team one-by-one; nearly every value is a team member's own words
  • Published as an essay, 'notes on road trips', instead of a values landing page — took ~3 months

the secret is I hate corporate values I've never resonated with them

Josh Miller · 23:30

let's write a manual for how to take a road trip so we wrote an essay called notes on road trips

Josh Miller · 25:30
#culture#values#team#storytelling

Tool· 1

Tool1:14:00

Tuple: The Tool Josh Can't Stop Recommending

In the lightning round and mid-conversation, Josh repeatedly plugs Tuple. Nominally a pair-programming tool that lives in your menu bar, he says the real use is talking to a colleague fast, and it delivers the best audio quality he's ever experienced in a communication tool — better than Zoom — wrapped in a beautifully simple design.

  • Tuple is ostensibly a pair-programming tool that lives in the menu bar
  • Josh uses it as the fastest way to talk to a colleague, not for pairing
  • He rates its audio quality above Zoom
  • Beautiful, simple design is part of why it wins for him

it is the best audio quality I have ever experienced in a communication tool better than Zoom

Josh Miller · 1:14:30
#tools#software#collaboration#recommendation

Takeaway· 2

Takeaway37:00

Hiring Someone Is a Product Launch

Because the team is the product, The Browser Company celebrates every hire and every shipped feature publicly — naming the individuals who did the work. Josh contrasts this with Silicon Valley's CEO hero-worship and insists Arc's magic accrues to the makers, not him. It creates a reinforcing cycle where great people feel genuinely wanted and recognized.

  • Announcing a new hire is treated as a product launch
  • Shipped features credit the specific people who built them, publicly
  • Deliberate rejection of CEO hero-worship — 'I don't make Arc'
  • Public recognition becomes a recruiting flywheel

when our first designer joins we want to tell everyone about it that's a product launch that is the product launch

Josh Miller · 37:00
#culture#hiring#recognition#team
Takeaway1:05:30

Give Things a Made-Up Name to Shed Assumptions

One tactical trick Josh recommends: rename teams, roles, and features to escape inherited baggage. Calling something a 'browser history feature' means everyone already knows what it should be — the downside of a shared name. He cites Airbnb briefly calling PMs 'producers' to force intentional thinking about the role, and uses invented names like 'storytelling team' to get to true first principles.

  • A familiar name imports preconceived notions of what a thing must be
  • Made-up names force first-principles thinking about the actual goal
  • Airbnb once called PMs 'producers' to signal producing beautiful experiences
  • It's a low-risk, two-way-door experiment — revert if it doesn't work

when you give something a new name it sheds a lot of preconceived notions

Josh Miller · 1:05:30
#product#naming#first-principles#tactics