Something incredibly weird is going on in the "AI space", everyone seems to believe that they need their own browser and IDE. All of them are just forks of each other, so why aren't they extensions or plugins?

I can't really explain what the issue is, I'd assume it's about lock in, but I don't see a VS Code fork or yet another Chromium browser being something that a person couldn't easily replace with another similar fork, but with a different AI. It that the pitch internally? Lock users into a browser or IDE, so they'll be forced to use a certain AI?