This makes a lot of sense. I would rather they either built amazing orthoganal SaaS products and charged me for them, or had some >$100k ACV enterprise plays.

This makes a lot of sense. I would rather they either built amazing orthoganal SaaS products and charged me for them, or had some >$100k ACV enterprise plays. On the former, it's of course a massive shift off of their current focus and they'd get a lot of kickback from the community, but you could imagine a world where they had a model like 37 Signals/Basecamp/Hey etc. On the latter, I don't know anything about the browser market in proper enterprise and if there are many opportunities for products there - you would presume there could be some value capture though.