A lot of the comments here are reacting to the censorship aspect, which is obviously an important point. But the more interesting subtext to me is that I feel like this gives insight into the situation within the company. I'm assuming they wouldn't do something like this unless the recent load issues (mostly driven by OpenClaw usage) were seen as an existential threat. So I'm guessing that's how the leadership views their current situation. Between OpenClaw and their (probably inaccurate) capacity planning, they simply can't onboard any more consumer users. In other words, things are going to get worse before they get better. Anthropic has taken drastic measures because their service is about to implode.
The irony of course is that the way they've gone about reacting to this has damaged their brand so badly at the trust level that the public view of their company has completely flipped. They also seem strangely oblivious to this side of things.
Their approach has also been bizarrely chaotic. Banning then restoring OpenClaw usage. Removing Claude Code from the Pro plan, then re-enabling it and claiming it was an A/B test. Honestly my read is that Dario has a weak leadership style within the company where he either doesn't give enough specific guidance to his reports or overreaches with reactionary instructions.