Wouldn't that apply only to a truly unlimited subscription? Last I looked all of their subs have a usage limit.
If you're on anything but their highest tier, it's not altogether unreasonable for them to optimize for the greatest number of plan upgrades (people who decide they need more tokens) while minimizing cancellations (people frustrated by the number of tokens they need). On the highest tier, this sort of falls apart but it's a problem easily solved by just adding more tiers :)
Of course, I don't think this is actually what's going on, but it's not irrational.
For subscription isers, anthropic makes mkre money if you hit your usage limit and wonder idlf the next plan, or switching to tokens would be better. Especially given the FOMO you probably have from all these posts talking about peoples productivity
they want me to not spend tokens. that way my subscription makes money for them rather than costing them electricity and degrading their GPUs