The tradeoff isn't simple, and will be different for each company. I think everyone can point at a couple of components that are complex and massively benefit from the work poured into them and the large install base finding all the edge cases. Equally everyone can name a couple of dependencies that anyone could rewrite in a couple hours, and maybe even improve on the way.
Note that I’m not saying “never use libraries”, which your points seem mainly aimed at. Code reuse is great! I’m just not sold on automatic, unmonitored updates to libraries.
It has resulted in a major thinking shift for me. Mostly initiated by a malicious nodejs package being quietly pulled in.
I am fortunate that my own contributions only require that.