While I also regard the "doom from the companies themselves is just a marketing stunt" arguments as conspiracy-theory territory (especially since neither OpenAI nor Anthropic* changed their tune since before they were rich enough for meaningful lobbying):

This particular specific doom is from the USG, Trump has a history of kayfabe, and there's a stink of market manipulation coming from the White House.

* Musk, however, you can totally have: "With artificial intelligence, we are summoning the demon" in 2014 to "if I go ahead and build this enormous robot army, can I just be ousted at some point in the future?" in 2025.