I've read the details, strategy, extensive test suite etc. I'm sorry, I don't think "they have access to Claude Mythos" is the rationale to it unless you truly believe the marketing 100%.
I think we'll just see how it all turns out. Maybe check back in a year or two on hwo it all goes. Anyone who says they "know" or are "very sure" this is the right path or wrong path is plain stupid IMO. Having seen how things work in big companies with high market visibility, I believe there is non-trivial chance this driven mostly as marketting stunt (particularly in current climate) and decision isn't purely based on best interest of Bun's future and longevity.