The website from which you, the customer, download the software often is built and managed under less controlled and more vulnerable circumstances, often with third party involvement. Any bad actor in a long chain of internal caretakers and potentially external hackers can replace the to-be-downloaded artifact HTTPS with malicious junk. Code-signing mitigates this.
If someone has changed the files on the distribution servers. A Hacker News reader will have no problem recognizing it and stop installing, another one will compare the signature and keep it as evidence.
Of course, the overwhelmingly majority cannot recognize it though.
But only the readers of Hacker News can recognize it. I think it's one of the most powerful argument for a walled garden. Not that I support it, but I acknowledge it's still a powerful argument.