Bambu Lab would benefit from supporting the eventual open source, but not to adopt it themselves.
If they can read the open source spools in addition to their own they could read all spools.
Adopting it would mean others could read theirs, they would be far less inclined to do that.
They might think that supporting the open source spools could mean less sales of their own spools as that barrier would be down.
So, it could go either way, support or not.
I can’t see them dropping their scheme on favour of the open source model as for them, there are only downsides.