Wow. Dug in and desperate. That's how it reads to me.
I appreciate that he apologized for framing this crisis as he has just let free API's run for years, but he and they are really doing a horrible job of rectifying the community outrage. He didn't answer the question about thr LLM's, which feel like more of the root of the API issue. He's acting like a child in a spat with Christian about Apollo. The deflection is painful to read when it comes to the IPO. Finally the time extension reads like a whine about other companies and his bad decision, rather than an answer why they cannot just incrementally phase this in, or postpone it, or something more tenable.