Putting it a different way, it won't matter if the firms who went too deep at the very beginning are fucked if the rational are forced to succumb to the market pressures created by the irrational and thus are reluctantly pushed to adopt AI-first workflows for appearance's sake in order to survive anyway. Because then everybody will be likewise fucked and completely dependent on AI, despite it being a subpar development paradigm with respect to robustness of the systems under development. History has taught us that it is adoption dynamics not capability that determines the winning paradigm or technology (Betamax vs VHS is one historical example. Javascript vs everything else is another one).
(We know it's a subpar development paradigm with respect to robustness because the entire coding agent paradigm turns the most knowledgeable programmer into a person "who doesn't know what they don't know" because development speed far exceeds their ability to reason about the codebase and the underlying SOTA models that they depend on to fix the bugs that the model itself has introduced are at best unreliable narrators with no objective evidence of correctness or deterministic behavior.)