They've grown too big to do the thing we all want them to (focus on a high-quality open source browser), because they don't need nearly as many people as they have to do that, but also can't cut 75+% (I suspect more like 90%) of their staff because it would be tantamount to suicide for the current organization and rebirth as a new one. They won't do that voluntarily.

If we're lucky the thing we want will be spun off of them before they wind down. Like, you know, how Firefox (Phoenix/Firebird) was born in the first place.