They also "can't" screengrab your credit card numbers or upload all your private data to their cloud for inspection, or steal your email password and download all your mail to a Microsoft server, or send fake emails about full OneDrive to trick you into subscribing.

"Can't" only applies when someone is willing to stop them, and nobody is. Microsoft can do pretty much anything they want and there's basically nothing you can do about it.

"Can't" means it would be bad for business. I think consumers are a lot less turned off by the idea of a OneDrive subscription than a Windows subscription. Better to stitch little services like OneDrive and Copilot into every part of the system and cajole people into paying for those instead.

I'm pretty sure "can't" in this context is legally binding. Windows licenses up to this point have been sold without expiration dates. If Microsoft suddenly started charging a subscription to keep using the same copy of Windows, evey law firm on the planet would jump on that in an instant.

What GP proposed is the much more likely avenue they would take: New version of Windows with a new licensing model. It would probably kill their consumer business overnight, but at least it wouldn't get their lawyers laughed out of a courtroom.