This was the play all along - roll up the competition and then shore up all the profit once dominant enough.
I bet there are plans for new firmware $-unlocked pay-to-play features, making the AMS "more compatible" with Bambu filament (or eventually only Bambu filament for the next round or two of printers) and facilitating a lot more paid transactions and model purchases on Makerworld and taking the customary 30% cut.