There is a big rationale behind it. If their AI investments don't pan out, Microsoft will cease to exist. They've been out of ideas since the late 90s. They know that the subscription gravy train has already peaked. There is no more growth unless they fabricate new problems for which they will then force you to pay for the solution to the problem they created for you. Oh, your children were kidnapped because Microsoft sold their recognition and location data to kidnappers? Well you should have paid for Microsoft's identity protection E7 plus add-on subscription that prevents them from selling the data you did not authorize them to collect to entities that they should know better than to deal with.