- It's clear from user share graphs that Firefox as just a browser is tending towards irrelevance. No amount of "improving the browser" is going to solve the problem.
- More fundamentally, the browser is just one portal to the internet / world wide web. With technology outside the browser getting increasingly sophisticated, Mozilla necessarily needs to expand their mandate beyond Firefox in order to serve user needs and influence the landscape. Otherwise we might easily end up in a future where the browser becomes irrelevant and everybody interacts with proprietary large models.
- As far as innovation in browser features goes, this seems like a breath of fresh air. Internet users at large deserve access to AI services in a secure and privacy-friendly, and as a pillar of the free web Mozilla is well-placed as a distribution channel to serve these needs. Therefore, this seems like a very good stepping stone / experiment for Mozilla.
There will be execution challenges that need to be figured out. AFAIK Mozilla doesn't have the talent+budget for training large AI models, or even for doing intensive product research. So they're going to have to team up with some other AI expertise -- either explicitly or implicitly, by depending on open source models. Regardless, IMHO this is a risk they have to take and figure it out as they go along.