Correct, but they should explicitly announce this ahead of time.
If this is duress of competition or at gunpoint of regulators is up for the population to decide.
I find it odd, because it's not just plausible, it's understandable that they would need to dynamically throttle these things or degrade people to a different model. I would be fine with that if there was transparency. I'd think a business building any type of logic on AI decision making would like to know if they are actually using Opus and not Fable. But apparently the idea that these companies don't have infinite resources is conspiratorial fear mongering to most AI boosters.