It feels like there's an air of this amongst the inability to communicate effectively. Too much communication, too early and historically now viewed as FUD doesn't help honest analysis from being dismissed early. Dario seems to be the poster child of this, and so you start to wonder what his actual motivations are.
Beyond this I don't trust much of what any frontier provider is saying when they are claiming doom and gloom of the models and then actively choosing to run those models on data centers illegally polluting. Seems like a very hypocritical approach to the "trust me bro" attitude by these companies.
Finally, these are not scrappy startups. They are well funded (hundreds of billions of USD) enterprise organizations with more than enough resources to pay entire legal, marketing, research teams to do this right. Yet, look at how they message much of what they say out loud.