Roll it all together and saying "just use it dammit" has some obvious advantages:
1. It's clear.
2. It's simple.
3. It eliminates all excuses employees might come up with for not using it.
The people at the top of these companies aren't stupid. They might have miscalculated how many tokens people can actually use, but that's very hard to calculate because usage is opaque and tools/processes change on a nearly weekly basis. They will eventually build out processes, tools, social conventions and performance metrics that take into account efficiency of token usage. But this is hard! Most managers aren't really assessed on the precise productivity of their teams, for instance, because productivity is often poorly defined.
Game theory! The downside of being brave vastly outweighs the upside. For the C-suite, there is no cost to herdlike-behavior, regardless of the outcome. However, there is a very high personal downside to being a maverick, and your board later discovers you made the wrong choice against the grain. The upside of being maverick and right is very limited.
Once a behavior has become mainstream, hopping on the bandwagon is no longer individually attributable to decision-makers, but is seen (and reported) as a macro-economic phenomenon: Nadella, Zuckerberg and Bezos didn't overhire - the American tech industry overhired.