My take: I don't see the point of those new-IDEs. They are mostly just worktrees+sandbox+tabs+prompts, which is just git+docker+tmux+thinking, but if you actually learn to use those tools instead of handcuffing your agents to whatever take the IDE has, you're going to be much happier and effective.
(That's also why there are so many of them: It just isn't that hard, everyone feels like a genius when they figure it out, and it's a great way to resume-build in the AI era).
It’s a shape that gained adoption and so now everyone is jumping into that solution space instead of innovating.
We are due for another innovator that adds a net new, valuable facet to the development experience soon.