I drove Zed for about a month, its very performant and a joy to use, but the lack of a remote development feature is massively prohibitive and I went back to VSCode as a result.
Let's see in couple years.
The biggest problem is to get those initial features decent so that you can extract the value from crowdsourcing the missing things like VSCode does.
Based on what I am seeing right now [1], they might well have enough inertia to seriously compete against VSCode. I've analyzed a lot of open source projects and their community engagement on GitHub is quite impressive. Their contributor and new contributor stats is still going up, even though the initial hype was 2 months ago, which is really impressive.
If they can get proper support for Linux and Windows and nail core features, I can see people wanting to contribute in the future and business leaders paying for it, if they can demonstrate improved productivity and collaboration.
Full disclosure: This is my tool
[1] https://devboard.gitsense.com/zed-industries?board=gitsense....
IMO this is the best feature of VSCode.
An "opposite" of the Atom approach appears to be an extreme overreaction (rather than a sensible middle way) and fails to solve the problems it brought: a slow, wasteful platform and a tradition of abandoned, fragmented plugins (also a problem with Vim/neovim, emacs, VSCode, and JetBrains).
A balance would be a curated plugin marketplace requiring quality, continuing maintenance, and support. Atom, VSCode, and JetBrains have some curation, but not enough. I don't know how to solve this other than to charge end users subscription fees and pay people for their efforts.
Also, that brings up the problem of monetization. A number of plugin authors insist on trial, freemium, or paid-only plugins because it's not a spare time hobby for them. Lacking monetization, some plugins won't ever be created.
So I don't see how zed will solve any problem other that being art as wonderful technology applied to a tough, busy, competitive category without enough unique, competitive advantages to self-reinforce increased adoption. As such, it seems unlikely to ever morph into a complete and useful IDE to uniformly support every development niche. Even now, I have difficulty finding a usable Haskell IDE with commercial providers such as VSCode or JetBrains to wonder if zed will somehow manage to be better than any of them and/or vim.
TL;DR: I think Zed project leaders were overly ambitious, unrealistic, and failed to anticipate the endgame.
It’s very clear the differentiation of Zed will come in the form of the collaboration functionality it will have.