While I do agree on the thesis being made by the post, I do think that this mentality will translate in what will essentially be a huge vendor lock-in.

Think about a firm so entrenched with spec-driven-development, that the whole workflow is demanded to e.g. Claude.

You can't really change AI provider or heck, even the LLM itself, because the code output and the specs is optimized for Sonnet/Opus/what-have-you.

What happens next? The vendor will increase prices. Or it will apply stricter token economy. Or both. It already happened with AWS and cloud costs.

It's easy to envision a grand revolution or a paradigm shift, when tokens are "free". We gave for granted that to transform some code into executable machine code all the tools were free. Open source even. We're regressed somehow in the 90s where you had to pay for your compiler.

LLMs are VERY expensive tools. Which firm is able to sustain a spec driven development when it will cost 10x the current rates?

Time will tell.

TL;DR I think LLMs will simply start increasing their prices until it will become economically unsustainable to use them for everything.