It really does feel like the Innovator's Dilemma playing out for JetBrains. They have the best semantic understanding of code (PSI) locked away in their proprietary engine, but they seem too attached to the traditional "human-driving-the-IDE" paradigm.

Tools like Claude Code (and Cursor) are treating the editor/CLI as a fluid canvas for the AI, whereas JetBrains treats AI as just a sidebar plugin. If they don't expose their internal refactoring tools to agents soon, the friction of switching to VS Code/CLI becomes negligible compared to the productivity gains of these agents.