I could be wrong but I don't believe it's difficult to monetize an extension.
The reason I think there has been an explosion of VS Code forks (e.g. Supermaven, a very successful extension) is that being an extension in VS Code is limiting insofar as what you're able to change in terms of the UI and UX.
You are right about the difficulty of getting into big companies. However, we developed a standalone editor because it's easier to build on top of, and we eventually want to build a very portable browser-based editor that utilizes the canvas view for pull requests, arbitrary code, etc.
The reason I think there has been an explosion of VS Code forks (e.g. Supermaven, a very successful extension) is that being an extension in VS Code is limiting insofar as what you're able to change in terms of the UI and UX.
You are right about the difficulty of getting into big companies. However, we developed a standalone editor because it's easier to build on top of, and we eventually want to build a very portable browser-based editor that utilizes the canvas view for pull requests, arbitrary code, etc.