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.