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Alexa, by comparison, has 7 million. :) So the company ( if any ) that might be in good position to 'make the leap' from toolbar to browser might be them...
Still, interesting thought, though. While they are at it, they could add an email client - monitor everything - and find some slick way to roll it ALL into their SERP's.
Of course, they'd know everything about everyone...but in the quest for Perfect SERP's, wouldn't you be willing to help out? lol.
Perhaps a lot of Alexa's installs are repeat customers. Due to a slowing of page loads, concerns about privacy, and the fact that Ad-aware complains about it a lot, I know I've installed and uninstalled Alexa at least 6-7 times, but I've hardly ever thought of uninstalling Google.
However, I don't really see the advantages of the toolbar making the trek to the browser itself.
Also - this really wouldn't be in google's field of interest as I see it either. But who knows...