They've been planning this outcome for a long time. Here's Larry Ellison in 1997: https://youtu.be/Bk1_btV3oIk?t=402

“The personal computer was designed as a standalone device. There was no Internet around 1981 when the PC was invented. There weren't a lot of local area networks and corporations and schools and government agencies [online] back in 1981. The world has changed — there are networks everywhere; around the world and offices and schools and major governments and institutions. So why not have computer networks that are similar to television networks or telephone networks?

A television network is enormously complicated; it's got satellites and microwave relay stations and cable headends and recording studios, and you have this huge professionally-managed network accessed by a very low cost and simple appliance: the television.

Anyone can learn to use a television. 97% percent of American households have televisions. 94% of American households have telephones. They can have very simple appliance attached to enormously complex professionally-managed network. Why shouldn't the computer network be just the same?”