Personally I think they are on the right track, which is why we're over-invested in them.
Generally in our experiments, GPT-4/Claude Opus is able to generate Next-flavored React Server Components (RSC) a lot easier than anything else, because their APIs are simple.
The needs of internal apps & dashboards are so spiritually different than the needs of consumer-facing software, and Next has been all about the consumer-facing side for the last few years. I think betting on Next is correctly simply because they're massive, but in some ways it's a bet despite everything that Next has been about for the last few years.
Generally in our experiments, GPT-4/Claude Opus is able to generate Next-flavored React Server Components (RSC) a lot easier than anything else, because their APIs are simple.