Such a small minority of the customers they want use openclaw and in aggregate a lot of compute use is coming from the total group. Better to stop customers you don’t want. This has zero impact on top line revenue
From you can tell from they long-term strategy they are not marketing geniuses, but rather they try to signal are "moral geniuses". That's the game they are playing, I don't really know if it is going to work or not.
marketing geniuses was never a real alternative if inference is heavily subsidized, because open models scale in performance just as well, albeit 12-18 months late
Not the software is the product, you know? The tokens are the product. Selling cheap subscriptions to power users costs them money. That are the customers you don't want, so why hesitate to get rid of them when they don't want to pay more?
but are they really doing that? I mean it says you can keep using OpenClaw you just have to allocate money to the extra usage or an api token, I have no plan on not using it because Opus makes the claw so smart, I’ll just put more money towards the extra usage rather than the beefier sub