Both Google and Anthropic are choosing the wrong route here. While I see the formal aspect of abusing an OAuth token and burning through subsidized tokens, this only creates an internal accounting problem in the short term.
Meanwhile the rising popularity of Claws creates a yet untapped new market segment where users spend significant tokens.
A „soft“ migration of users by explaining to them how the API works, how to pay and how to change from OAuth would be way smarter.
The way this plays out right now is that current Claws users are massively penalized by being suspended indefinitely and new users will think twice. And we can expect a solid PR disaster / Streisand effect for the „poor“ model providers like OpenAI or Anthropic.
Commercially choosing the soft route by warning and throttling will be way smarter and possibly generate more long term revenue