Thing is, if Dave the programmer goes on vacation or calls in sick for the day, hopefully you have a larger team to fall back on and your business doesn't grind to a halt.
No one is apparently noticing that if they build their entire business model around AI being a certain price and availability they're essentially building one giant point of failure into their productivity.
What if the price shoots up 10x or Claude goes down for a day, or what if he's occasionally drunk (hallucinating). Reliability is sometimes a more important facet of business than ultra speed and productivity.