I don't know, it feels like Zed popularity is just people chasing the latest editor hotness, a time-honored traditional programmer ritual to be sure, but still, just a ritual. And now it seems zed devs have to put AI in front of all other initiatives, probably because of the VC funding they took.
I could see not wanting to use VSCode for other reasons, like MS pivoting back to "be evil", but at least in my little bubble, performance is not one of them.
I tried Zed several times and I just don't see the point.
The main issues with VScode over something like the Jetbrains IDEs is that language servers are just not as powerful or as integrated to the IDE as the Jetbrains solution can be and Zed does nothing to solve it.
I don't think it being a native app offers much added value.