Google restricting Google AI Pro/Ultra subscribers for using OpenClaw

When I searched for "its in the tfa meaning" this was my third result on Duck Duck Go:

https://news.ycombinator.com/item?id=19781756

When I searched for "tfa internet meaning", The fifth result looked helpful so I clicked it, and it was:

https://www.noslang.com/search/tfa

Searching the internet wasn’t hard before AI, and it isn’t hard today.

It's not unfair its how every business works. When your product is new or not yet good enough and you want people to try it you give them discounts, or if you want to drive traffic to your service you also do the same.

Even traditional businesses do this with coupons. Is it unfair that Costco sells chickens for under cost because it drives usage to them?

Companies like Uber did use massive funding and price subsidization to try and kill competition and then take a monopoly, but it is hard to assert that this is what google is doing now. And given that other competitors in the space, Anthropic are doing the exact same thing again its not as though they are alone.

Also they could be subsidizing it because they want that usage type as it helps them train models better.

Chatgpt and gpt4 were all ran at a loss and subsidized people just didn't know that. Almost all of the llm companies have been selling 1 dollar of llm compute for 50 cents as they valued the usage, training data, and users more than making profit now.

This next generation of MOE and other newly trained models. Like opus 4.6, Cursor Composer 1.5, gpt 5.3 codex, and many of the others have been the first models where these companies are actually profitably serving the tokens at the api cost.

This year has been the switch where ai companies are actually thinking of becoming profitable instead of just focusing on research and development.

Assuming these plans are based on Gemini, Google is doing these users a favor, frankly.

I'll bite. I suspect that these plans aren't as intensely subsidized as people assume. I believe that API usage is probably also not subsidized at all. First, yes, subs are probably subsided, but I bet a significant % of users are profitable to serve, especially the "chat" users who don't use dev tools and have short context window conversations. Yes, I think the subs also exist as a driver to get lock-in and market share. Claude Code, for example, is very good and I stopped using their competition when they released their superior product.

That said, I assume that (1) their long-term goal is to create cheaper-to-serve models that fit within their pricing targets, and use the (temporarily) subsidized subscriptions to find the features and costs that best serve the market. Maybe even while capturing more margin on the API in comparison (eg keep API prices high while lowering cost to serve a token). I've largely stopped using Opus, and sometimes even chose to use Haiku, because the cheaper models are fast and usually serves my needs. It's very possible to work all-day and barely hit the usage limits with Haiku on the $20/mo option. Long term, that could be profitable outright.

And (2) subscriptions with lower SLOs than API calls have the potential to provide "infill" usage for high fixed-cost GPUs as an alternative to idling, similar to their batch APIs. I'd believe that overnight usage limits could/should be higher than during California work-hours. I assume most big providers have pre-paid fixed cost servers, so pumping more tokens through an otherwise idle GPU is "free". They can also do a lot more cost-optimization behind the scenes, such as prompt caching, to reduce the cost of tokens.

Ironically, Gemini says that it’s OK to use the Ultraplan for OpenClaw via gemini-cli because the Ultra plan has some API & Cloud credits baked into it. I think $100/mo but I can never figure out how Google billing works. I’ve pasted the response I got when I was asking it about OpenClaw. There is legal precedent for an AI hallucination being used to upload a contract (e.g, an AI customer support for an airline made a false claim and the customer bought a ticket based on that claim) so it will be interesting to see if Google reverts the bans since Gemini hallucinated that OpenClaw was OK:

  This is a critical question because the answer is different for Google vs.   Anthropic, and getting it wrong with Anthropic can actually get your account banned.
  Here is the reality of the situation based on current Terms of Service and recent community reports.
  1. Google (Gemini Ultra + gemini-cli)
  Verdict: Safe (Authorized Feature)
  Google explicitly built the gemini-cli bridge to allow Ultra subscribers to use their plan programmatically. This is not a "hack" or a gray-area wrapper; it is an official feature.
  • Why it's okay: You are authenticating via gcloud or the official CLI login flow. Google tracks this usage against your specific "Agent" quotas (currently ~200 agent requests/day for Ultra users).
  • The Limit: As long as you are using the official gemini-cli as the bridge, you are compliant.
  • The Risk: If you use a different unofficial script that scrapes the gemini.google.com web interface (simulating a browser) rather than using the official CLI, you risk a ban for "scraping." But since you are using gemini-cli, you are in the clear.