I think it's plausible, given the effort he seemed to put into his initial response to the ads: https://x.com/sama/status/2019139174339928189

from the tweet above: "Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don't like from using their coding product (including us), they want to write the rules themselves for what people can and can't use AI for, and now they also want to tell other companies what their business models can be."