I’m a CEO and I don’t see this at all. There will be more consolidation for whom the economics are viable to pay good wage rates. The rest? Nah.
The crap ones will be out of a job. The best ones will fight fiercely amongst each other to keep their jobs and existing wage rates. Let alone increase.
We already have CEOs is vendors trying to scare people away from vibe coding their contract away, while I diligently vibe code their contract away.
Not much new here as my entire career has been coding away 3rd party contracts, and it’s now easier than ever.
I threatened to leave to start my own company unless they gave me enough money to make me not want to do it. They did.
Regardless, I didn't say "many". I said top tier. How you define that is up to you.
There is already ample evidence for top dev talent earning way more than before whether it's through corporate or starting their own company.