1000%
The two places it's mind boggling that Mozilla doesn't have a product are (1) identity (especially as a provider to 3rd parties) and (2) instant messaging (especially on mobile).
They were important 10 years ago, they're more important today, and the existing providers all have huge privacy concerns.
> instant messaging
Doesn't Mozilla have their own Matrix server?
What would be Mozilla's revenue model for instant messaging?