It seems to me to be coming from the CEO echo chamber (the rumored group chats we keep hearing about). The only way to keep the stock price increasing in these low growth high interest rate times is to cut costs every quarter. The single largest cost is employee salaries. So we have to shed a larger and larger percentage of the workforce and the only way to do that is to replace them with AI. It doesn't matter whether the AI is capable enough to actually replace the workers, it has to replace them because the stock price demands it.
We all know this will eventually end in tears.