Their model actually doesn't have that much of a moat if at all. Their agent harness also doesn't, at least not for long. Writing an agent harness isn't that difficult. They are desperately trying to stay in power. I don´t like being a customer of this company and am investing lots of my time in moving away from them completely.

They are obviously losing money on these plans, just like all of the other companies in the space.

They are all desperately trying to stay in power, and this policy change (or clarification) is a fart in the wind in the grand scheme of what's going on in this industry.