Or more likely, they're burning cash trying to chase the AI train to no avail while their core product stagnates, which is definitely not a good thing.
Oh, they don't need a reason to let the core product stagnate. They've been doing that for years.
Tbf their core product is at risk by everyone and their mom having an "AI IDE" product.
Well, clinging on something that might be dying off also doesn't sound like a sound business strategy.
If AI continues to be improving then it's reasonable to assume most people won't need a full blown IDE.