If something is beneficial to the side with more negotiating power and is practical to do, it happens.

It wasn’t plausible when Internet connectivity for accounts on local machines wasn’t a given always everywhere.

And it wasn’t that important for them.

Now both have changed enough.

Also I think all stable continuous changes of mass where single person doesn’t change much are predictable, similarly to Asimov’s Foundation (except there it was presented as something a virtuous genius does to help humanity, not quite how life works).

So expecting Microsoft and others to break their dicks is infantile. I think they’ll succeed fully inside their strategic definition, their model, one can say.

Where anything divergent and interesting can happen is the fringes. Like Reticulum, Briar, hobbyist weak hardware, technologies that will emerge occasionally without mass economic pressure. Toys and jokes.