I remember when Microstrategy, a then-respected analytics company that made one of the best data visualisation packages at the time, decided to go all-in on bitcoin. When the fad collapsed, it almost wiped them out, and very few analytics people take Microstrategy seriously any more.
Large companies like IBM or Facebook can get away with going in on bad tech. IBM bet heavily on blockchain and Facebook bet heavily on metaverse. Both survived the experience. Likewise, Microsoft will probably survive their bet on LLMs. Mozilla might not.
This is a problem because the world might not have needed Microstrategy, IMHO it does need Mozilla. Allowing Tableau to dominate doesn't harm the web itself; allowing Chrome to dominate does.