> home PC market while it lasts
Tinfoil hat thought: Microsoft only focuses on B2B and not consumer market, because they make it so that consumers can only rent from Microsoft and other businesses, not actually own anything. That way, Microsoft can keep jacking up prices as they see fit.
Given Office 365 and day-one Game Pass release of all first-party titles, I don't think you need a tinfoil hat to imagine this.
I suspect lingering antitrust concerns are one of the few things standing in the way of locking consumer Windows updates behind a paywall, possibly alongside a "free with ads" version.
If Microsoft wanted to be monopolistic, and it wouldn't be the first time, then why are they abandoning their strongest exclusives (Windows, Office) and instead enter a more competitive market, where Google, Amazon, etc... are well established and with no sign of letting go.