Agreed. This looks from the outside like someone read a report, got unnecessarily spooked, and now the rest of the herd is following along.
But it's also very possible that hypothetical report was genuinely concerning. We just haven't seen it or anything like it.
However I'm pretty firmly in the "quantum computing won't be doing anything useful any time soon, if ever" camp, so that definitely colors my opinions. I don't have any particular recent expertise to support that, but I did used to share an office with some serious QC people and go to their talks so... make of my words what you will.
But it's also very possible that hypothetical report was genuinely concerning. We just haven't seen it or anything like it.
However I'm pretty firmly in the "quantum computing won't be doing anything useful any time soon, if ever" camp, so that definitely colors my opinions. I don't have any particular recent expertise to support that, but I did used to share an office with some serious QC people and go to their talks so... make of my words what you will.