With most companies I know downgrading business travel to premium, I don't think it's a surprise really. AA has begun adding 'proper' premium in recent times to benefit from such policies.
When the new BA Club seat is fitted to older aircraft, it's thought BA will reduce 14 seat F to eight seats too. Can hold the price that way with exclusivity, while seating more passengers in the aircraft overall.
Those airlines with space-eating F offerings (basically all the middle east ones) often find them undersold. Hardly a sustainable model.