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@feld Ok. So their market share is flat. That’s not making the argument that AI is good for Mozilla, either. My point is that end users are not clamoring for stick-a-chatbot-in-there. Nobody is saying “I might switch to a Mozilla product if they had really good AI.” Users don’t want chatbots from Mozilla, from Microsoft, from Apple, or from anyone else. None of this pivot to AI is moving anybody’s revenue needles up, but they are moving everybody’s cost needles up. A reckoning of cost to revenue must come for Mozilla and everyone else caught in this hype.

The argument is that Mozilla is not doing what its core users want by focusing on AI. We seem to be arguing whether the loud anti-AI people are the “core users” or whether there’s some quiet majority who are more representative of Mozilla’s “core users.” Either way, if their market share is flat, Mozilla isn’t benefitting from its AI efforts. People’s expressed preference appears to be something else. (And I would argue no businesses other than NVIDIA are benefiting from the AI boom, either)

Maybe AI is orthogonal to Mozilla’s and its users best interests. Neither here nor there.