I disagree.
I think it is a high priority for Jumbo to have the break go clear, so Vingegaard just has to stick to Pogacar's wheel and not worry about bonus seconds - and to force UAE to kill themselves chasing it down, thus isolating Pogacar on the climb. I could even see them commit Kuss and Keldermann to the break, to be able to stay away up the climb.
I noticed Laengen and Bjerg taking a "rest day" today, so they should be firing on all cylinders tomorrow, but with 75K flat ahead of the first gradients, and every Frenchman in the peloton wanting to hit the break, while no other team is interested in controlling the break, it will be a tall order.
Saturday/Sunday both teams will want guys out in front, so the dynamics change, but not tomorrow IMO.