They did not.

You can still use OpenClaw on their API pricing tier as much as you want. What they did is not allow subscriptions to be used to power automated third-party workloads, including OpenClaw.

Now, is their messaging around this confusing? Absolutely. The whole thing has been handled shambolically. Everyone knows that they lack the compute to keep up, and likely have lower margins on subscriptions than API; but they cannot just say that because investors may be skittish.