It could be an A/B test to see whether people without an existing subscription care about Claude Code (CC) at all. If they sign up then CC is disabled (or not as it is not really an issue to offer more). Capturing that info would definitely be useful to a growth team.
No I think the test is that some new sign ups won't get Claude code in that tier if they pick it and they're seeing if users will still pay for it without it?
Although the ones that never touch claude code are a free $20 a month, the ones that do are potentially a seventy to eighty dollar twenty dollars a month . it’s not instantly obvious which customers you prefer (revenue vs cash negative growth- on second thought obviously they prefer the second)
They've preferred the second so far, but they might have a fair reason to see if they can keep growing with the first one instead or cut down on some loss leading, right?
That's how i read it too - they want to test if people will still pay for pro plan if it doesn't include Claude Code. At the same time they are also saying that if you subscribe having been told it does include Claude Code, they may still change their mind later and take it away!