So "use our proprietary service to scale our proprietary language" is a great pitch for people who are already all in. Increasing spend among existing customers won't help you get new ones though. And it kind of feels like a prelude to nerfing non-cloud based usage.

Typical example of a extraction/exploitation mentality where innovation would be better. Wolfram is in an amazingly good spot to spin up better "simulation as a service" if they would look at fine-tuning LLMs for compiling natural language (or academic papers) into mathematica semi-autonomously and very reliably. Mathworld is potentially a huge asset for that sort of thing too.