Weirdly, your conspiracy theory actually makes the turn of events less disconcerting.

The thing is, what the AI hallucinated (if it was an AI-hallucinating), was the kind of sleezy thing companies do do. However, the thing with sleezy license changes is they only make money if the company publicizes them. Of course, that doesn't mean a company actually thinks that far ahead (X many managers really think "attack users ... profit!"). Riddles in enigmas...