They're trying to find every way to enshittify their partially unprofitable service. When they find a way that sticks, they'll go with it. This has become the preferred way of doing tech business in the US. Create a great thing, give it away for free, hook users in, try to squeeze them. In theory competition should limit this kind of behaviour, but for some reason they big companies all wait on another to start enshittification in unison. How this is legal still puzzles me but evidently that's how it goes.

Here's my hot take: Anthropic et al. are trying to make developing a subscription-only job, and they've done that by illegally pirating pretty much the whole Internet. If they were to go out of business tomorrow and serving models was to become a commoditized service like storage we'd be all better off. Sure, we would have less research on frontier models, but we don't need AGI, we need good local models, RAM and good open source / weight AI tools.