I’m not particularly clued into the industry but I’m not shocked. From what I’ve seen, Cynthia Williams believed the most profitable direction for D&D was to monetise game game at a very granular level like microtransactions, as we saw in the OGL debacle, plus her focus on the VTT was likely going to manifest in a similar way.
I’d say the explosive success of Baldur’s Gate and the surge in WotC talking to practically all games companies possible, it’s clear they’ve set their sights on a hopeful path to continued revenue growth that does not offend any fans.
My assumption is that Cynthia simply centered her leadership on a path that is no longer the direction the company has deviated from.