Technically I'm very curious to see how Penpot evolves with this investment, especially in regards to their choice to base everything on SVGs. IMO this will be their greatest superpower and also greatest weakness. Keeping things tied explicitly to code means exporting the final product is going to be near-perfect translation wise, but it will also mean they're tied explicitly to the browser's ability to render the combined html+svgs.
Currently Penpot's performance starts dropping rapidly once you approach around 1000 layers. Most robust design systems I see run around 10-40k layers (with the record I've seen being 250k). I'm very curious if they'll be able to optimize their approach to support those sizes of libraries.