The issue is that if they send the full trace back, it will have to be processed from the start if the cache expired, and doing that will cause a huge one-time hit against your token limit if the session has grown large.
So what Boris talked about is stripping things out of the trace that goes back to regenerate the session if the cache expires. Doing this would help avert burning up the token limit, but it is technically a different conversation, so if CC chooses poorly on stripping parts of the context then it would lead to Claude getting all scatter-brained.
Anthropic already profited from generating those tokens. They can afford subsidize reloading context.
And it’s part of a larger problem of unannounced changes it‘s just like when they introduced adaptive thinking to 4.6 a few weeks ago without notice.
Also they seem to be completely unaware that some users might only use Claude code because they are used to it not stripping thinking in contrast to codex.
Anyway I‘m happy that they saw it as a valid refund reason