My guess is a ton. According to https://www.thebignewsletter.com/p/monopoly-round-up-just-st..., they are asking for exception to anti trust as this type of collaboration would normally be massive anti trust violation.

Or they've hit diminishing returns that will collapse their valuation, so saying "this is a threat to humanity" sounds better than "This is about as good as the tech is going to be for a long time" to investors.