This is the same argument we have heard many times with SaaS that would presumably get replaced by open source equivalents. In practice it does not happen because there is a lot of value in having someone else deal with a problem.

SaaS have vendor lock-in, they have your data hostage and whar importantly your habits: other software never gonna be 100% the same.

Changing LLM backend on other hand takes 2 seconds.

And it's not all or nothing: you can just keep anthropic $20 plan for planning and do 99% code generation with chinese model.

That "someone else" is just shifting from a single open source maintainer to an LLM.