The time to sell a VSCode fork for 3B was a week ago. If someone wants to move off of VSCode, why would they move to a fork of it instead of to Zed, JetBrains, or a return to the terminal?
Next big sale is going to be something like "Chrome Fork + AI + integrated inter-app MCP". Brave is eh, Arc is being left to die on its own, and Firefox is... doing nothing.