I think you're right but there's also an opportunity to sell picks when everyone is digging for gold. Like AI-driven VS Code forks, you have AI companies releasing their own browsers left and right. I wonder if Mozilla could offer a sort of white-labeling and contracting service where they offer the engine and some customization services to whatever AI companies want their own in-house browsers. But continue to offer Firefox itself as the "dumb" (from an AI perspective) reference version. I'm not sure exactly what they could offer over just forking Chromium/Firefox without support but it would be a great way to have their cake and eat it too.