Nobody in any productive and creative activity has dollar signs in their eyes. It's about building, creating, optimizing, allocating and yes, also removing. At least some part is long-term (certainly longer than the reporting interval of a "quarter"), and positive contributions compound. Alternatively you can just withdraw, and eat the seeds now - stock market and executive bonus agreements would reward that, and that's the mentality that cannot create.
The sense is that those formerly exciting companies are a little lame right now, and maybe lack the right visionary leadership? Why does the new AI boom not create excitement for Intel, to make chips for AI or to use AI to make chips or w/e. The sentiment is a disappointment in the tech sector that had been good for so long.