Part of me wonders if that's just broad inflationary concerns and uncertainty about the world economy, pushing for profits over everything else.
Really seems short-sighted, but, so did the "hire everything that breathes" era in the 2010s, too.
Large investors are motivated to carefully examine the issue, with a singular focus on the company's performance w.r.t. their fund's goals.
Presumably those fund managers are somewhat dispassionate about the managements' and employees' takes on the topic, excepting for how they'll affect the company performance.