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I'll also observe that several years ago they weren't a public company, and if my mental model of public companies is correct then they have a fiduciary duty to maximize shareholder value, not software engineering teams value from their product

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For most companies maximizing shareholder value and making customers happy are highly correlated. No amount of AI features will save their stock performance if their customer base stalls.

Broadcom-like companies (monopoly) and Google-like companies (you are the product bla bla bla) are exeptions though.

My further life experience has been that markets are highly irrational, and as the other comments have said: if the shareholders believe AI is the bandwagon, and implementing Conan repository support is "well, churn gonna happen" then that's how one ends up with this bullshit

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