I do not think that it is as well-reasoned as that. Far more likely IMO that teams are being evaluated on upsell uptake and so push these requirements to make the number on the dashboard go up.

Anyway, I’d be more sympathetic to this way of thinking if windows wasn’t getting worse over time. But it seems like investment in the OS is being disfavored for investment in AI-in-things-no-one-wants-AI-in, which is inverse of the subsidy direction you propose