Firstly, the barrier to entry lower for people to take web experience and create extensions, furthering the ecosystem moat for Electron-based IDEs.
Even more importantly, though, the more we move towards "I'm supervising a fleet of 50+ concurrent AI agents developing code on separate branches" the more the notion of the IDE starts to look like something you want to be able to launch in an unconfigured cloud-based environment, where I can send a link to my PM who can open exactly what I'm seeing in a web browser to unblock that PR on the unanswered spec question.
Sure, there's a world where everyone in every company uses Zed or similar, all the way up to the C-suite.
But it's far more likely that web technologies become the things that break down bottlenecks to AI-speed innovation, and if that's the case, IDEs built with an eye towards being portable to web environments (including their entire extension ecosystems) become unbeatable.