Update: already gotten two kernel panics the past few days. Investigating at the one from just now, looks like it's caused by a page fault in BridgeOS.
EDIT: Ah no, the "Problem report for macOS" looks to be pointing at Firefox?
Process name corresponding to current thread: firefox
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For me it stops at some point declaring the "download" failed (though it's already done downloading). System logs contain the message "BridgeOS personalization failed."