This is a good take, and I hope you're right.
One favorable way to phrase it for Anthropic is they acquired Bun because CC and other internal tooling depended on it so heavily and they questioned it's future as purely OSS.
It remains to be seen how things will actually unfold.
Own your supply chain. Reduces risk.
Anthropic bought actual engineers to undo the slop their vibe-coders produce with reckless abandon: https://x.com/jarredsumner/status/2026497606575398987
However, these engineers, too, now start to vibe-code with reckless abandon https://x.com/jarredsumner/status/2048434628248359284 and https://x.com/jarredsumner/status/2049780223311548729
you can own your upstream supply chain while simultaneously being less responsive to user pain points