Your supply chain is superficially fewer, but not smaller. The way you're counting the number of suppliers is heterogeneous: ChatGPT has a bigger surface area than 20 individuals.

Your supply chain is smaller in the sense that every person or organization you obtain code from is similar to a vendor, just an unpaid one. They are a separate entity your business depends on.

If we replace code written by 20 of those organizations with code written by ChatGPT, we've gone from 20 code "vendors" we don't know much about who have no formal agreement to speak of with us, to 1 tools vendor which we can even make an enterprise agreement with and all that jazz.

So whatever else the outcome may be, from this perspective it reduces uncertainty to quit using random npm packages and generate your utility classes with ChatGPT. I think this is the conclusion many businesses may reach.