In my opinion Christensen wasn't talking about outsourcing your entire development process to a competitor with much deeper pockets, giving them the ability to turn off your development at will [1], and then running rings around them. I'm sure you're familiar with his story about Dell and Asus. This is worse.

[1] Unless you're assuming that you maintain control over your technology while outsourcing most of the development thinking to a rented AI? Times have changed, and the API is not the only issue anymore.