Because it's driven by investor/market sentiment. That's literally all. If your investors have ask you why you've not laid off 10% of your workforce due to AI efficiencies, when that's the prevailing sentiment, then you look incompetent. If in the middle of COVID the sentiment is remote work will drive more tech adoption/usage and money is very cheap then you have to start hiring as many engineers as possible otherwise you look like you're not a growth company or lack confidence. It doesn't matter if it doesn't increase your development cadence, that is not the point. The point is that "the market" is largely vibe based. Right now the vibe is AI companies are hot so as say the meta CEO you start burning a trillion dollars on GPUs, without anyone stopping to question why Facebook needs any more AI, or how it will make it ROI.