What they "did" is all well and good but I'm more concerned about what they're doing and from what I can tell it's not good.
I think it's going to be a good product in the long run. Adding a shaped product allows us to drop pricing (just with the option to shape) without worrying that circumstances could arrive where we can't maintain a high quality product.
However, if all goes well, Shaped Capped users are not going experience any difference in product performance. It's like tsunami insurance. We just want to make sure that in the worst case we have some options, without having to spend millions to keep spare capacity in reserve for that possible emergency.