If you're on a subscription plan, you're paying for a certain amount of maximum token consumption. Mass market consumers generally prefer this model to one where they're billed for actual usage. But making it work requires statistical estimates of how much people will consume, which often requires excluding third party tools that circumvent those estimates.
To use your analogy, if Shell sold you a subscription to fill up your Hummer up to 30 times a month, they wouldn't let you use that subscription to fill gas cans with a GMC logo taped to the side. They couldn't, without overcharging the people who just want to average out their cost of driving.
I think that just as with ISPs people become irate when they feel there's been a bait-and-switch. Had they very loudly advertised the subscription as limited to their harness up front with a note about maximum token use people presumably wouldn't feel cheated. Whereas they seem to be pulling a "pray I don't alter it further" for the second time now.
You don't get to sell a subscription described primarily as being for some quantity of X and then change the terms every time people find creative ways to use the stream of X they believe themselves to have purchased from you. People thought they were purchasing in bulk.