Yeah, that's how I'm seeing it too. But I get where the assumption that he's dropping under-performing players comes from - because traditionally he does not rotate them.
Hopefully he'll start doing that more now. We can challenge for the title better if we aren't running 10 or so players into exhaustion and injury every match, and instead we are giving more play time to the other talented guys we have in our squad.
It might be more to do with strengths vs. weaknesses. Does Raya deal better with set pieces, where Everton can be a threat? Maybe Arteta wants to use Raya to build from the back more consistently.
Either way I think we should expect more rotation in general everywhere. He's shown he will do it in the last, but the results were mixed because of the lack of quality depth in the squad. But that's not the case now -- we have freaking Gabriel Jesus on our bench.
Also could be the prestige of UCL vs PL. Idk though lol. Given they literally just tweeted a GK union post, I'm sure the club knows there's gonna be controversy and will probably address it post-game.