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 $$$ by selling it than actually using it themselves and selling the result.
If a lab achieves super intelligence they have absolutely no incentive to let anyone outside of their walls use it. They could simply take all of the economic value it can create directly for themselves. I think of it as similar to when YouTubers get big enough to make their own companies rather then advertising for someone else
Really figured out that they can make more $$$ by selling it than actually using it themselves and selling the result.