> they don't have the theory of mind to distinguish between what they care about and what the average user cares about.
The average user doesn't really understand what a browser is, or how it works, and will never bother to look for an alternative to whatever default browser shipped with their OS. If Firefox plans on surviving by appealing to that audience they're doomed to fail.
Firefox got what success it's had by appealing to the people who care about browsers. They installed Firefox and then convinced the other people in their lives who couldn't care less about what a web browser is to install and use Firefox. It was easy for power users to recommend Firefox because it was a good product that offered clear advantages and didn't exploit its userbase. Alienating the people who know and care about browsers by enshittifying is probably not going to work out for Mozilla, and that means we all lose.
This is complete revisionist history. Mozilla actually did the dang thing with project Quantum which was a massive overhaul of performance and stability when the browser was arguably at its lowest point in terms of a performance gap with Google Chrome
They completely revitalized the browser and... kept losing market share. Because it's 99% about distribution and Chrome was distributed by the world's most visited website and the pre installed default on over a billion devices.
In fact, we have a perfect natural experiment for what it looks like to execute on features perfectly, listen to core user concerns, getting first to market on mobile devices, and outcompeting on customizability and features as well as experiment with every imaginable fundraising model you could imagine. Opera was that company, and to this day I maintain that nobody has a better browser engine than Presto at its peak, I still think even now, in terms of features, innovation, customizability. Opera was the best browser company that ever existed. If being a perfect browser company was rewarded with market share we would all be using Presto right now. But browser economics just don't work that way.
Also, there's a history of curbing browser monopoly dominance by giving users choice (antitrust case against Microsoft in the '90s), and Mozilla's market share issues would be solved overnight if Android users had to choose from a list of browsers. The narrative that market share change has anything to do with feature development is a hallucination born in the backwaters of internet comment sections and completely ignores the actual drivers, which are the flexing of monopoly power and pre-installed defaults.