I think SpaceX was always clear that they were providing the donation of service as a charitable move that wouldn't last forever, that they couldn't just keep losing money indefinitely.
So it's a bit strange to frame it as an ultimatum.
It's more of an offer to continue the service on a sustainable footing.
It's like saying McDonald's gave me an ultimatum that if I didn't pay them $5 they wouldn't give me a hamburger. I wouldn't call that an ultimatum.