Mozilla is doing exactly what you’re describing. They need revenue to ditch their direct financial ties to Google (and I wonder if they hire those high-salary executives solely in the hope of generating that revenue).
These AI products, along with all previous failed attempts, are just them trying to gain enough revenue to remove that dependency on Google.
And you your point, AI is probably eating search and with it the prospect of search licensing revenue. Not sure yet what paradigms will be most important to the browser experience but it's critical to get in early and make the inevitable early mistakes and work through them.
I truly hope that is the case. I feel they're going about it from all the wrong angles, but I sincerely hope it works out in their favor. Their funding model and governance seem inherently broken and have for a long time...
These AI products, along with all previous failed attempts, are just them trying to gain enough revenue to remove that dependency on Google.