Problem is they barely have reason to care at all about Windows, it's only 4.2% of their revenue even with their formidable presence in the market. That might even include their microsoft store cut, making the OS itself even less of a significant money driver.

So they feel it becomes more valuable to try to use that to promote their more profitable cloud services, make the users rent everything.

However, a huge warning sign for them should be the relative pittance of "consumer" cloud revenue. Suggests that all the efforts to try to milk the consumer market is for naught, as consumers just don't want to spend that money on renting office software or storage. So moves that make their consumer desktop user hostile have negligible upside but may ultimately threaten their position in the 70% of their revenue that is business customers. They got those business customers in a consumer-first play where home computers set specific expectations the businesses embrassed, and they could lose that the same way.

Especially in a world where the only software most users use is a web browser, and games are the biggest non-browser software that remains, but Valve is having a decent success pushing non-Windows story.

Some games DRM or anti-cheat makes Windows the only option, but the gamers grow weary of all that BS too.