They're "optimizing" costs wherever possible - reducing compute allocations, quantizing models, doing whatever they can to reduce the cost per token, but vehemently insisting that no such things are occurring, that it's all in the users' heads, and using the weaseliest of corporate weasel speak to explain what's happening. They insist it's not happening, then they say something like "oh, it happened but it was an accident", then they say "yes, it's happening, but it's actually good!" and "we serve the same model day by day, and we've always been at war with Eastasia."

They should be transparent and tell customers that they're trying to not lose money, but that'd entail telling people why they're paying for service they're not getting. I suspect it's probably not legal to do a bait and switch like that, but this is pretty novel legal territory.