It may not be true now but 10 years down the line? This is disaster in the making yet while most people recognize that (when filtering out most fanatical pro-ai folks claiming everywhere how they get 10x or 100x work done) nobody is able to do anything. Sort of legacy technical debt being delivered but of different kind than usual, that train that will hit you since you stand on the rail line yet its moving 5kmh and you see it from 200m, but unable or unwilling to move away (Austin powers scene with steamroller does it better than me [1]).
Imagine if say BMW decided they don't want to manufacture their motors, suspensions, drivetrain etc. Outsourcing 100% of that knowledge to external suppliers, for all models, from now on forever. How do you think market would reacted to such move ie by valuation of stocks?
Talking of car manufacturers:
https://en.wikipedia.org/wiki/Jaguar_Land_Rover_cyberattack
Now imagine the consequences if this was the main supplier of insulin.
Given how unreliable and poorly engineered modern BMWs are the market might react positively