They have people whose entire job is solely to understand the significance of announcements like this, if developers understood better then they would just hire developers. Either that is true, and they hired developers whose entire job is to evaluate the impact of things like this, or else developers aren't as good at predicting the effect of announcements like this. It would be extremely foolish to assume that people wielding literally billions of dollars are too stupid to ask the right people before deciding how to value something.