This is the classic car wash subscription scheme. You sign up a bunch of people for $40 a month to wash their car. Most people only go to wash their car once or twice a month (or even less), which offsets those few folks that do it three times a week or more.
The problem Anthropic is running into is that OpenClaw made it easy for everyone to become one of those folks that washes their car three times a week or more.
I’m sure they were losing money on subscriptions in general but now they are really losing money. Shutting off OpenClaw specifically probably helps stem some of the bleeding.