Comment by colinplamondon

1 year ago

- 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

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colinplamondon

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j16sdiz  1 year ago

> - Google pays Firefox ~$500M/year for 2.5% market share, 65% market share should get a healthy annual payout for default search status.

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..

BearOso  1 year ago

> Google pays Firefox ~$500M/year for 2.5% market share, 65% market share should get a healthy annual payout for default search status

I'm thinking 500M/year is enough to pay for a lot more developers than they currently have. Even half that should be enough to do more than they are. Where is all this money going?