Ever since WebAssembly was first introduced, I thought it was obvious[1][2] that the end game for those that want to control the web is sending opaque binary blobs of code that only use the browser for the canvas tag's framebuffer. Font rendering and layout can all easily be accomplished by embedding libraries like freetype. This breaks all forms of user control - like ad blockers - and turns the web back into cable…
Thus I wouldn’t necessarily interpret Google Docs making this move as the start of an inescapable trend. It may be, or it may just be that certain kinds of applications (like Docs and Games) can work a lot better by providing their own rendering engine.