What do you think is the reason for this? Is it maybe something along the line "If company X uses it, and they are big, this standard / technology will for sure stay here some time"?

I think it's more like "Company X is big and we have to be like company X if we want to be big too"

A large part of it is "FANG does x y,z and I want to work at FANG. So I must so x,y,z at smaller company."