The scenario you describe is basically that software is free as in beer now. We as a corporation don’t really need to bother using GPL/Apache licensed software because we can one-shot something of our own and not deal with with giving back contributions to the open source community.
But that highway goes both directions. That means that the open source community can also one-shot their software, build more with fewer resources, or it might even just devalue proprietary software even further.
If software is so easy to make, what’s the point of keeping it proprietary? I can’t charge you $100/year for Microsoft Word if I can tell Claude Opus 9.0 to clone it with $100 worth of tokens.