Mac OS 8.x and 9.x shipped with both Netscape and IE4, 4.5, then 5, but IE was the default for the "Browse the Web" alias on the Desktop of new installations. Mac OS X 10.0 shipped with a very early Carbonized IE 5.0 that was unstable enough to earn a "prerelease" label on the startup screen. At the time I remember a lot of people did actually prefer to use the Classic OS version of IE 5.0 over the IE beta, at least until OmniWeb 4.0 came out around the same time as OS X 10.1 https://www.macworld.com/article/151892/omniweb.html
Announcing the browser deal is the only time I heard an entire crowd boo Stebe https://youtu.be/WxOp5mBY9IY?t=154
It's also amusing how Steve was still obviously using Concurrence instead of a Mac to do these early iCEO-era presentations http://www.kevra.org/TheBestOfNext/ThirdPartyProducts/ThirdP...