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
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