So the issue is the same as Anthropic. They do charge for it though their API. The users, however, want to use the discounted "unlimited" flat rate through the first-party app instead, then get mad when they are told they have to use the same API every other third-party app does.
However someone else said this, and I agree, if I have an AI use my claude-code CLI how is not valid first-party app use? It would be different if they would disallow others to use your claude-code account, and I think most including these AI companies would argue AI is supposed to replace and augment humans. So they aren't banning AI's from using the CLI, right- though thats what some of them are seemingly wanting to do.
No, the problem is that the discounted rate exists in the first place. Essentially these are unfair business practices, product cross subsidization to ensure market dominance. See also: Microsoft and a whole bunch of other companies.
And once they've got their monopoly position there is inevitably the rug-pull. I wonder if some CPO somewhere actually had the guts to put a 'rug pull' item on the product roadmap.