@mttaggart I've read it now, thanks for the link. I do understand what they're getting at. I think they might be onto -somerhing-, but it seems far too early to 'bet the farm' on it, and I don't understand why they'd want to fragment the org to pursue this or bog down their flagship products with it.
I'm not sure how they'll structure things, but it seems to me that the easiest path (which they're already on) will be to pile a bunch of AI into the browser, and that's not what most of their users want.
IMO they should focus on the flagship products' core functionality. Not sure why they feel the need to be the ones stepping up on open source AI.
I'm also very skeptical that this is a realm they can step into without risking the whole org. They mention needs to find new funding, but this seems like an endeavor where they will drain their bank accounts to fight a fight they can't win, and I don't see any funding sources on the other side of the battle even if they succeed.