In other words, computers will be sold like printers and software will be sold like ink cartridges.
Personally I think this long bet is questionable, not least because computing power that can be sold by the second effectively already is (serverless functions, or cloud hosting, which is already sold in fractions of hours), but also because many of our computation requirements will be able to be satisfied by the dirt cheap microcontrollers of 2027, let alone the phones.
The specific software in his bet has a large enough setup and configuration burden that it seems unlikely to me there's much value in selling it in units of time shorter than a month.
Office applications in particular have an inevitable outright purchase or long term subscription model. You need them for all the things you do; this cost is baked into very ordinary overheads.
There are some narrow functions _in_ applications that you might want to pay for per use or per short burst of time. I can see the relevant app developers lowering the cost of their applications so they can sell CPU time for specific AI-driven or database-driven functions (advanced autotracers in Illustrator, advanced video processing calculations). But not the applications themselves.
Printers appear to be an unusual niche in that everyone needs them cheaply, but they also need to be highly precise to print documents and graphics well. So you have these cheap devices that pull off something very difficult -- thousands of tiny tiny droplets of ink per inch, precisely aligned, again and again, very quickly. But with plastic shells, mass-produced injection-moulded mechanics, and a few high cost, enclosed components.
This is why they tend to have no replaceable parts, and integrated print heads. Because user-replaceable parts mean human-level tolerances, not factory machine tolerances, and human-level tolerances mean badly calibrated prints.
In short, nobody wants to have to learn to tune their document printer the way everyone with a 3D printer expects to have to do.
There are a few things that your EPC printer could focus on -- standardised ink delivery, standardised print heads, modular linear rails. But it will be difficult because it is difficult to solve for all of those things cheaply.
If we could go back to e.g. the limitations of a golfball printer, we'd have ethical/open/modular implementations left, right and centre. Otherwise, be careful what you wish for, unless you really want to tinker with your printer.
I'm glad to see this development