Skip to content
Lenny's PodcastLenny's Podcast

Competing with giants: An inside look at how The Browser Company builds product | Josh Miller (CEO)

Josh Miller is the CEO and co-founder of The Browser Company, where he helped build Arc, my go-to web browser. In today’s episode, we get an inside look at the unique structure and values of The Browser Company and how their company culture has helped them land some of the best talent in tech. Josh shares ways that his company embraces experimentation, including their “optimizing for feelings” approach to building, and explains why extreme transparency is at the forefront of everything they do. Special invite link to skip the waitlist: https://arc.net/gift/lenny — Brought to you by Writer—Generative AI for the enterprise | Dovetail—Bring your customer into every decision | Linear—The new standard for modern software development Find the full transcript at: https://www.lennyspodcast.com/competing-with-giants-an-inside-look-at-how-the-browser-company-builds-product-josh-miller-ceo/#transcript Where to find Josh Miller: • Twitter: https://twitter.com/joshm • LinkedIn: https://www.linkedin.com/in/josh-miller-b31259106/ Where to find Lenny: • Newsletter: https://www.lennysnewsletter.com • Twitter: https://twitter.com/lennysan • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/ Referenced: • Early access to Arc: https://arc.net/gift/lenny • The Browser Company: https://thebrowser.company/ • Hursh Agrawal on LinkedIn: https://www.linkedin.com/in/hurshagrawal/ • Hacker News: https://news.ycombinator.com/ • Scott Belsky on LinkedIn: https://www.linkedin.com/in/scottbelsky/ • Notes on Roadtrips: https://thebrowser.company/values/ • Shahed Khan on Twitter: https://twitter.com/_shahedk • Paper by FiftyThree: https://www.hellobrio.com/blog/digital-drawing-paper-fiftythree • Vimeo: https://vimeo.com/ • Peter Vidani on Twitter: https://twitter.com/pter • The Verge: https://www.theverge.com/ • Ellis Hamburger on LinkedIn: https://www.linkedin.com/in/ellishamburger/ • Airbnb’s Snow White project: https://uxdesign.cc/how-airbnb-proved-that-storytelling-is-the-most-important-skill-in-design-15d04ac71039 • General Magic: https://www.generalmagicthemovie.com/ • Linear: https://linear.app/ • Raycast: https://www.raycast.com/ • Cron: https://cron.com/ • Thrive Capital: https://thrivecap.com/ • Tuple: https://tuple.app/ • Figma: https://www.figma.com/ • Harold and the Purple Crayon: https://www.amazon.com/Harold-Purple-Crayon-Crockett-Johnson/dp/0062086529 • Seeing Is Forgetting the Name of the Thing One Sees: https://www.amazon.com/Seeing-Forgetting-Name-Thing-Sees/dp/0520256093/ • God Save Texas: A Journey into the Soul of the Lone Star State: https://www.amazon.com/God-Save-Texas-Journey-State/dp/0525520104 • The Last of Us on HBO: https://www.hbo.com/the-last-of-us • Adam Curtis documentaries on YouTube: https://www.youtube.com/playlist?list=PLStWlBRkr0N_aYjPmbrrjm_rsstpkUBLc • Notion: https://www.notion.so/ In this episode, we cover: (00:00) Josh’s background (04:37) Arc and the metrics they use to track growth (05:23) Arc’s retention numbers (09:03) Josh’s product-building philosophy and why he believes in optimizing for feelings (19:38) How The Browser Company’s values create a culture that allows them to ship so quickly (23:27) The “Notes on Roadtrips” doc about values (28:29) How Josh is able to hire such amazing talent (38:10) The good and bad of building in public (45:57) Some of the odd teams at The Browser Company and why Josh calls it a prototype-driven culture (46:42) The membership team (48:48) The storytelling team (52:41) Why The Browser Company doesn’t have traditional PMs (54:48) A case for adding PMs (58:13) The role of data, even in a company that optimizes for feelings (59:11) Airbnb’s Snow White project (1:02:55) How impactful moments in Josh’s life influenced values at The Browser Company (1:03:49) How the film General Magic has inspired Josh (1:05:13) The value of novel names (1:07:31) Why The Browser Company’s approach works for Arc (1:13:28) Why you need to nail latency and why Josh loves Tupl (1:15:14) The shift to cloud computing and the ultimate vision at The Browser Company (1:23:56) Lightning round Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

Josh MillerguestLenny Rachitskyhost
Mar 18, 20231h 28mWatch on YouTube ↗

At a glance

WHAT IT’S REALLY ABOUT

Inside Arc: Building a Feelings-First Browser To Rival Giants

  1. Josh Miller, CEO and co‑founder of The Browser Company, explains how Arc is built to be far more than a traditional browser—an “internet computer” that reimagines how people use the web. He contrasts Silicon Valley’s metric-obsessed culture with The Browser Company’s philosophy of optimizing for how software makes people feel, while still using data as a supporting tool. Josh details their unconventional org design, values-driven culture, and prototype-heavy approach, including teams like Membership and Storytelling, no formal PM org, and radical public transparency as a way to earn user trust. He also outlines the long-term vision: if everything moves to the cloud, the true platform becomes the browser-like interface to the internet—and Arc aims to be to the browser what the iPhone was to the cellphone.

IDEAS WORTH REMEMBERING

5 ideas

Use feelings as the North Star, metrics as the truth serum.

The Browser Company starts by defining how a feature should make users feel (e.g., fast, organized, surprised), then uses metrics like D5D7 retention to validate impact and stay honest, rather than letting numbers alone dictate what to build.

Design company values from observed behavior, not corporate slogans.

Their values (e.g., “heartfelt intensity,” “assume you don’t know,” “start by asking what could be,” “make them feel something”) emerged from interviews with the team and were expressed as a narrative essay, making them lived principles instead of empty posters.

Treat the team as the product and hire people doing ‘career-defining’ work.

They intentionally built a company attractive enough that top leaders (ex‑Chrome, Slack, Vimeo, Tumblr) join as ICs to do what they hope will be the best work of their careers, enabled by autonomy, kindness, and a big, resonant mission.

Prototype organizational structures just like product features.

Teams like Membership (owning the full customer relationship) and Storytelling (press, marketing, investor narrative under one umbrella) are experiments in aligning around humans, not functions, and are explicitly treated as prototypes that may evolve or be replaced.

Building in public can be a lever for radical trust.

By sharing board meetings, internal debates, and product work-in-progress, the company aims to humanize itself and rebuild user trust in tech—crucial for a browser that handles highly sensitive personal and work data—while staying wary of over‑centering the founder.

WORDS WORTH SAVING

5 quotes

We don’t optimize for metrics; we optimize for feelings.

Josh Miller

At the end of the day, I view our product as our team, not Arc.

Josh Miller

Assume you don’t know. So we gotta get going.

Josh Miller

We want Arc to be to the web browser what the iPhone was to the cell phone.

Josh Miller

Everything in our computing lives is moving to the internet. Your real computer is out there, not on your device.

Josh Miller

Optimizing product for feelings versus traditional growth metricsThe Browser Company’s values, culture, and hiring philosophyUnconventional org design: membership and storytelling teams, no PM orgShipping velocity, prototyping culture, and building in publicStorytelling and trust-building as core product and brand strategyThe strategic rationale for building a new browser in a commodity marketLong-term vision of Arc as an “internet computer” and developer platform

High quality AI-generated summary created from speaker-labeled transcript.

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.

Add to Chrome