How's this affect the Arduino IDE and libraries? At this point those seem more important than Arduino-branded hardware.
Having to remembering everything I played with tweaking in a UI is a hilarious no-go.
However, in the intervening 15-20 years, people have been using arduino for increasingly complex applications and the basic IDE really sucks for that.
I imagine that Adafruit, Sparkfun and some other companies are highly motivated.
Now this announcement where users get deprived of their copyright for anything they write by Qualcomm makes this fork more pressing.
https://docs.platformio.org/en/latest/integration/ide/vscode...
And esp32 can use the same Arduino library.