> they are betting that JS-the-language is so broken that it cannot even host its own tools.
Evan wallace proved it by building esbuild. this is no longer bet.
> If their open platform were as powerful as it should be, it would be easy to use it to recreate the kinds of experiences they propose to sell.
you would be surprised to know that tech companies may find it cheaper to pay money than developer bandwidth for stuff beyong their core compentency.
dropbox was also considered to be trivially implementable, but end users rarely try to re-invent it.
> esbuild
Another example is the TypeScript compiler being rewritten in Go instead of self-hosting. It's an admission that the language is not performant enough, and more, it can never be enough for building its own tooling. It might be that the tooling situation is the problem, not the language itself, though. I do see hopeful signs that JavaScript ecosystem is continuing to evolve, like the recent release of MicroQuickJS by Bellard, or Bun which is fast(er) and really fun to use.