Yes, it was FUD, but ended up being correct. With the track record that Anthropic has (e.g. months long denial of dumbed down models last year, just to later confirm it as a "bug"), this just continues to erode trust, and such predictions are the result of that.
I'm not sure it's a rug pull when their stats show 7% and 2% subscription-level impacts. We're back in the ISP days, and they never said unlimited.