So many comments about reasoning here, yet none about the very obvious one, it's not stability of the infrastructure, it's future direction of a product like Claude Code. They need to know how to continue their optimisation machine to fit developers needs the best way possible (for good or for worse).
I guess we should wait for some opt-out telemetry some time soon. It'll be nothing too crazy at first, but we'll see how hungry they are for the data.