You guys are arguing on the reality of a subscription, but Anthropic still resides in the coocoo make-up world of growth at all costs backed up by unfathomable investments. They're not acting rationally by trying to present a good product with reasonable backend fundamentals. They're just trying to maintain the money loss to what they have set aside for the quarter. OpenClaw was not planned for, and thus must be fought.
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Anthropic isn't "fighting" OpenClaw. They just want OpenClaw users to switch to API pricing so that their service doesn't become a blackhole for investor money. Operating at a loss can be strategic, but they had to carefully consider the ratio of casual users to power users to keep that loss steady and sustainable.
Power users always cost these services more than they pay, and OpenClaw turns every user into a power user. A recalculation was rational.