What's their business model right now? I see them in a very tough situation: the people who want to shorten links are not their customers - they're the product

What's their business model right now? I see them in a very tough situation: the people who want to shorten links are not their customers - they're the product (the data). The companies that need analytics are their customers, so that's why they're making these changes. Yet if you push away your users, you got no product. I guess this is what happens when your users = your product.