"Adoption" like 2000's internet companies losing money on every sale to get market share?

For SaaS, use the SaaS API. For product, use the product.

They subsidize the product with "don't care how much" pricing so they have users to build out features without users worrying about cost. If it's not actual users using the product, then features will be built in OpenClaw instead of Claude.

The earlier they draw this line, the better.

However, announcing it the day before it is effective is a huge unforced error, even if it were just a consequence of the TOS. They gain nothing by making people scramble.

Also better to announce at the same new ways to support plugging in to Claude Code - something to encourage integration/cooperation. No fences unless the field inside is flowering.