The truth probably is that someone looked at what LLM can do, understood its real potential (really, it is a fantastic search tools for existing knowledge), and then went a bit further and understood its potential as a scam (ie market it as the first step to Super AGI).
Really figured out that they can make more $$$ by selling it than actually using it themselves and selling the result.
Its clear you have no understanding of the rationalists or EA circle. They have been speaking about ASI for ages - since early 1990s. To think that the same people who then chose to work at OpenAI or Anthropic and then realised "oh wait I can scam people because this whole thing can never become AGI" is strange.
Really figured out that they can make more $$$ by selling it than actually using it themselves and selling the result.