Reading a bit between the lines, it seems like the buyers either 1) think that ai assisted coding will get good enough that a lot more people will be doing it -

Reading a bit between the lines, it seems like the buyers either 1) think that ai assisted coding will get good enough that a lot more people will be doing it - that in the future companies in other fields will spend on it for their employees much the way they are paying for general ai assistants now. Or 2) more likely, they think they will get good enough to completely replace programmers, and the current coding assistant's role is mainly to gather information from developers to eventually replace them completely, by selling a spinoff product at a much higher price. They think they need spyware, and coding assistants are the best version available.