I currently work on tab groups, and I'm curious to see what their implementation will look like or whether they'll try to fast-track our work-in-progress once that's somewhat viable.
For the sidebar and vertical tabs, they seem to have implemented their own thing rather than using what our team has been working on. At a first glance, the results look similar. I wonder if they'll want to ditch their implementation once we've released, as forking this stuff long-term may not be super cost efficient.
Their claims about performance do seem dubious. Mostly they seem to tweak a bunch of Firefox prefs, but more often than not there are good reasons for Firefox's defaults, and changing them may come with a tradeoff.