I know a few who are really feeling the pressure from customers now being able to vibe code part or their product and also their cloud bill is about to explode because hardware prices are through the roof
strong argument to me made for the support, dev, and long-term angle, but if any of the FAANGs or big players decided to eat their lunch they probably could.
He reckoned they could get something comprehensive and mature enough, with a real customer base, to offset the build effort and thus get acquired.