Although the proponents of this idea argue that companies will create and (!) maintain many tools in-house.
It’s not so much about running a business, since you don’t sell anything and only have internal customers.
They could just download GIMP or find cheaper alternative, that was always an option
Also: In my life the easier it has gotten to create and run software, the more software people have wanted and the more they have been willing to spend on it.
I really don't think it's not going to become "these prompts are specs" and then you have processes of reviewing implementations. It's one thing when you have randos building stuff and they leave etc. Having stored prompts and managed code that uses tools is a different beast.
That's not good enough.
Now that the world has successfully laughed off the "our models are so good they're superintelligent" AGI claims, AI companies and investors have moved on to the "our models are so good they're going to do all your workers' jobs" angle.
The insane investment is for AGI/total job replacement, not developer productivity tools. We are going to be sold pie-in-the-sky claims for a long time until the world wisens up to this rhetoric the same way we did with AGI nonsense.