After all most of those investors are deeply invested in AI technology already. At the valuation, they need to be able to show that it replaces human workers because that's the specific kind of greed that is driving the value of the stock.
And if you see your competition tighten their belt then you should tighten yours right? So without proof companies are acting like they can use a small number of human-ai hybrid workers. There's strong peer pressure to think that way as a direct result of AI