Nah; an IDE / editor needs to be a solid, pluggable and performant core first and foremost, so that any addons like AI shenanigans are opt-in and swappable. While AI isn't new, AI-powered code assist is and with that in mind we're only at the beginning.
Consider LSP, where language developers can now publish a single tool for language specific utilities, where before every editor needed to add support for languages separately. Again, pluggability.
You’re actually not in agreement, because “AI first” would imply it being a core feature of the IDE/Editor, something like Zed, whereas a plugin would imply that I can ignore it and it not being a core part of said IDE/Editor.
Consider LSP, where language developers can now publish a single tool for language specific utilities, where before every editor needed to add support for languages separately. Again, pluggability.