Actually, looking it up, it just like adobe just released some procedural modelling for Substance a la Houdini, Grasshopper, Sverchok et al. That's really exciting to me, I really love procedural anything. And they do have Stager for setting up scenes, and Modeler (formerly Oculus Medium) for sculpting. I haven't used substance in a while, nor the adobe stuff, just a hobby I haven't had a lot of spare time for :).
However, even with Adobe, I'm really tempted to give them the benefit of the doubt in this case no matter what their own product plans are. With how companies/studios' 3D pipelines are, you can't lock your customers into all your tools. I'm assuming what Adobe would like is "blender users will have a Substance subscription, and have access to our assets marketplace"
I guess the good part is really getting to be a solid part of the list of "suites your tool should support".
I am relieved that Adobe is supporting Blender rather than making a move for their own 3D engine. Maybe that'll come down the line though.