They're not odd. These reactions pop up to all criticism of the current tech hype bubble. Happened with metaverse, NFTs, blockchain, etc.
They know that the emperor has no clothes. That the moment people in power start asking "So... where's all the profit on this investment?" it's game over.
AI is supported by massive subsidies and R&D from the big tech giants. Wall Street demanding that Microsoft stop wasting tens of billions on investment in a product that does not generate a profit for Microsoft will kill AI as it exists right now. OpenAI will raise their prices significantly, killing most-to-all of the startups relying on them.
This is especially dire because there's copyright and regulatory changes going on. An AI winter now means there's substantial risk of the next "AI summer" being crippled by actually having to abide by copyright and being subject to regulations.