With the editor's native performance 10,000 times better, I suepect the number of installs of their extension will plummet.
It's hard to compete with 1st party powers, as all the hoopla around app stores (and before that, the famous "Embrace, extend & extinguish" [1] strategy) show all the time.
That said, I'm not saying it's a hostile move, it's just ... interesting.
[1] https://en.wikipedia.org/wiki/Embrace,_extend,_and_extinguis...