Would be nice to see, however I see it coming more from one of the major players screwing up - whether a large scale hack, huge amounts of downtime or a verrrry public issue migrating a high value customer, regulatory break up, or pushing prices just too high.
For a large amount of users of Microsoft's products in enterprises, local government, even SMBs, the experience will likely be better though. "Dumbed down" software is a feature, not a bug. Usage based renting is a preference, compared to large scale IT capex.
I'm just waiting for the O365 + Surface subscriptions to start (unless I've missed it and they have already?). Hardware, software and services for one monthly payment. They're already doing something similar for Xbox and the Game Pass in some markets I believe.
> rather than from any of the established tech giants voluntarily changing strategy within that time frame
They'll go where the money takes them. If the market starts moving, they'll undoubtedly stick their toes in the water. If the current picks up, they'll look to turn the ship to go along with it.
All of the above being said, it still I think reinforces the point that Microsoft's shift from boxed software to services is superbly well done. Whether or not we want that as our future, they've handled the shift toward the current vision of the future well.