| - Google pays Firefox ~$500M/year for 2.5% market share, 65% market share should get a healthy annual payout for default search status. - A pure focus on web browser monetization could lead to some interesting enterprise options. Presumably there'll be a lot of attempts to leverage Chromium, and an aggressive fork at some point. - As AI proliferates, can they pull additional revenue by getting revshare from subscription AI products, alongside SEM? Or even revshare? This could also change the calculus for Apple building a search engine. If they could get an independent Chrome to sign on, with some data sharing provisions to help with development, they'd have a huge leg-up. Alternatively, maybe they try to create a fusion of search results and AI from a variety of providers, so they can monetize SERPs themselves. My question would be whether they could get back to aggressive product execution, given the size of the codebase. Acq |
Actually, this is hardly healthy. Firefox feel this single source of can be deprived anytime that they tried many other alternative -- like VPN, partnership with pockets, some sponsor ad on tab selection, and even selling some data
Other browsers go even further..