I'm pretty convinced this is the play. Drive up DIY PC parts then promote thin cloud clients as a way to have a PC without paying the crazy prices that they set. It's a lot easier to tell you "it's safer for the children" and pillage every file, action, and keystroke for AI training and data brokerage. Your owned PC is a black box for them and it's their wet dream to own it for you... As a subscription of course.