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.

Being GPT compatible seems to be another major selling point.

these days i'd choose remix instead. next 14 is fine, but i feel more productive with remix and when i don't know how to do something, remix usually has a way better "principle of least surprise"