>I don't think this is particularly about the financial impact of people using OpenClaw - they can adjust the amount of tokens in a subscription quite easily.

It's pretty clear that they do continually adjust the amount of tokens in a subscription, per se (and at best they offer sort-of estimates of quotas). The same activity exhausts my session quota on one day, yet it's a minor contributor on another. They make this very explicit with the "2x" event for the past two weeks, but anyone who uses it knows this is basically an ongoing reality: If you stick to using it off hours, you generally enjoy a more liberal usage grant.

But if they just "adjust the amount of tokens in a subscription", they would be punishing everyone for the outliers. The average normal user has spurts of usage where occasionally they need more and then there are gaps where they use little.

Subscription services rely upon this behaviour, and the economics only work if they "oversell". That's why OpenClaw users want to sneak in under a subscription, because the tokens come at a discounted rate over using the API based upon that assumption, but they are breaking the model because those users aren't conforming to expectations. It's basically the tragedy of the commons and a small number of users want to piss in the well.