Thank you for writing this. It’s such a classic example of ”do what I say not what I do” but in reverse. Why would you ever judge a CEO or company by their statements and not their actions.
Scaremongering is incredibly efficient for marketing, the fact that both players are using it to drive monetary gain is kind of a tell.
They believe there's a non-zero chance of doom so would rather an org that prioritises safety to be the one at the frontier, on the assumption (I presume) that there will be a frontier regardless.