I suspect that a lot of hardware will start shipping open source firmware soon. Routers, IP cameras, etc.
It'll be a selling point for everyone tinkering with vibe coding, and it's no longer a moat.
Companies that don't do this will have their firmwares dumped with open source models and tools. Companies that do this will have community goodwill and extra distribution that comes from having people talking about your product.
> Routers, IP cameras, etc.
Those already exist: OpenWRT, OpenIPC. I wish more hardware was available though, especially for cameras.
I suspect a lot of that firmware has NDAs with Broadcom attached.
> Companies that don't do this will have their firmwares dumped with open source models and tools
This is not as "one and done" as you make it sound.
That might happen in niche enthusiast verticals like PC gaming. It's not going to happen in the broader market because there is no broader interest in it.
Most people want open source firmware for their router like they want open source sewing patterns for their pants. Primarily these are consumer products where people buy the product as a way to intentionally avoid spending time dealing with the problem they solve.
Open source pants might sell well in a Hobby Lobby and an open source IP camera might sell well in a Micro Center, but neither would sell well enough to get shelf space in a Walmart... and the best selling one in Walmart sells a tiny fraction compared to whoever can land an Xfinity contract.