They are losing money and their business model is not breaking even. I want getting to make a governance point (though I agree with yours), merely saying they are desperate.

No it’s because Firefox isn’t profitable and to try to survive in its current form they have to do something.

It might be more productive to die and live on as an open source effort. I personally doubt there’s enough open source engagement to keep Firefox current and competitive but it’s of course an alternative Mozilla in its current form is unable to consider.