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Comment by Certhas

5 days ago

I think Mozilla makes a lot of sense if you consider the following long term strategic goal: Become independent of Google money. None Google income has grown to 150M$ in 2023, up from 80M$ the year before. Mozilla has used dramatically more of the Google money to build up assets than it spends on advocacy or other projects that irl some people so. In 2023 they had 1B$ in investments. Net assets have been going up by 100M+ per year.

They are not yet in striking distance to truly become independent, but they are making significant steps in that direction. The share of Google money in their revenue went from 90% in 2020 to 75% in 2023.

I don't think following the money actually shows what you think it does.

As a postscript:

Damned if they do, damned if they don't. There were plenty of people at the time arguing that Firefox maintaining one independent browser engine was idiotic and they should just switch to Chromium like everyone else. People like to lambast Mozilla over relatively minor advocacy spending stuff and cry that it should just focus on Firefox, but insist it should have obviously continued with Servo. Even though Servo probably wouldn't have made a substantial difference to Firefox post Quantum for a very long time.

At what point could FireFox had just invested the money from Google into the SP500 and then just ran the company off of passive income?

Like for 150M$ I bet you could fund browser development for at least a decade and that was just 1 year of income. (of course also burn the entire $150M).

  • Not sure that's a realistic assessment of the cost of developing a browser. Mozilla gives Software Development exp names as by far the single largest expense at 260M$ in 2023. According to DuckAI 700 out of 750 Mozilla Co employees work on Firefox.

    I am sympathetic to the idea that a global remote team, that doesn't pay Silicon Valley salaries could get this done cheaper, and thus would be a better candidate for such an Invest and live on interests approach but 15M$ budget seems infeasible.

    Reading directly from the 2023 financial report: Revenues were 653M, Software Dev was 260M and change in net assets was 142M, so 402/653 is spent on the core activities you favour (and that is ignoring that you do need a legal and HR department, and some management, and some marketing if you don't want Firefox market share to fall further).

    • > so 402/653 is spent on the core activities you favour

      I don't think that's correct. IIUC, Software Dev was 260M for Mozilla + Mozilla Corporation + Mozilla Foundation + MZLA Technologies Corp. + Mozilla Ventures + Mozilla.ai. With large increase of 40M from 2023 to 2022 so I'd bet a good chunk of that is going to Mozilla.ai knowing how the rest of the corporate world is acting right now.

      Like the Chrome Mobile team is 40 people [1]. I can't image that web + support is going to more than 4x that so you get to ~160 people which at 300k a head is 48 million. I don't see how out of the 6 organizations that 93% (700/750) of the employees are working on FireFox and not a different thing.

      48 million just in salaries against the $494 million that Google gave Mozilla in 2023 just seems like it should be extremely possible to save at least half of it. Sure, we've gone beyond the initial ~$150M but for all (?) of Mozilla's life the payments from Google have covered software development [3] and for Safari the payments were in the billions so if Mozilla focused on making a better browser with higher market share their payments would go up as well.

      [1]: https://mdwdotla.medium.com/some-thoughts-on-running-success...

      [2]: https://assets.mozilla.net/annualreport/2024/mozilla-fdn-202...

      [3]: https://en.wikipedia.org/wiki/Mozilla_Corporation#Finances

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The majority of Mozilla’s revenue came through Firefox—their flagship product and by far their most recognized project.

And yet, somehow, they still struggle to secure adequate funding for Firefox itself, while millions are allocated to executive salaries and various advocacy initiatives.

  • What do you even mean? They have adequate funding. Financially they are doing extremely well.

  • Wait until you see executive salaries at other companies that make browsers.