> Firstly, the barrier to entry lower for people to take web experience and create extensions, furthering the ecosystem moat for Electron-based IDEs.

The last thing I want is to install dozens of JS extensions written by people who crossed that lower barrier. Most of them will probably be vibe coded as well. Browser extensions are not the reason I use specific browsers. In fact, I currently have 4 browser extensions installed, one of which I wrote myself. So the idea that JS extensions will be a net benefit for an IDE is the wrong way of looking at it.

Besides, IDEs don't "win" by having more users. The opposite could be argued, actually. There are plenty of editors and IDEs that don't have as many users as the more popular ones, yet still have an enthusiastic and dedicated community around them.