Their X post[1] indicated that they've been trying to combat reselling subscription plans via token API gateways and at the same time many, many people, myself included, have seen a drastic drop in available weekly capacity for the same amount of queries/tokens, all else being equal. So they may be trying to make subscriptions and API access more equal to each other from both ends.
1. https://xcancel.com/thsottiaux/status/2090675027670978569#m