I just posted this in the main comments, but I also think it loosely ties into saas and killing personal computing. This framing makes it seem like the technology will soon be on par with weapons of mass destruction and it's not a big leap from "The AI will destroy humanity." to "We can't let people have the technology to run agents locally." It's about the stock price, yes, but it's also the long game of removing the user from direct hardware access.

The end game has always been saas in one form or another. They're calling it an AI buildout but it's really the theft of computing. 'Rogue AI Agents' are the WMDs of this generation. (In the sense that they're going to be using them as justification to do some bull shit.)