I'm at large company and pretty much everyone has settled on opus or sonnet 4.6. We would absolutely not allow something like OpenClaw on our network so your point kinda fits here where, if capacity is constrained, then by setting focus away from OpenClaw you're essentially prioritising the enterprise clients. Just spitballing of course

Yes exactly.

I doubt they actually want to do this.

They clearly see having a wide set of paying customers as valuable (otherwise they'd just raise prices) but if you are stuck having to make hard choice then I can see the attraction of this approach.