The risk for them is that someone matches their products while also having non-janky products and reliable services.
Distributed systems infrastructure, especially, is much less forgiving of vibe coding than application code. Coding agents are not even close to being good enough to design and build large-scale systems the way expert humans can.
There is nothing wrong with using agents to help write infrastructure code, but these systems have a way of punishing anyone who builds things they do not fully understand.
I'd love to see either Anthropic or OpenAI really step up their infrastructure game.