All of us, including you, know that he is not saying "they are being transparent." When someone says "it's clear that..." in this way they're saying "It's clear to us what is really happening here.
To a lot of us it’s not clear that’s what’s happening. It’s speculation and one possibility.
It may also be a secondary consideration and not the primary gating factor.
Anthropic has had their missteps but it’s still plausible to take what they say at face value.