If you look at their recent actions, they all seem financial as if they have become the monopoly already and can do anything. Maybe it is driven by fear of going bankrupt

Example. Them doing a AB test where they remove Claude CLI from the 20$ pro plan ... they rolled it back now. Other rate limits where they publicly double your quota at NON peak times but lower it during peak quietly. These are tacky and signs of panic.

One such issue is experimentation. But when you see back to back issues, it looks odd.