11, I think, is what happened when they wanted to push breaking changes that customers who pay for LTSC wanted to avoid for the entire lifetime of 10.

My assumption is that 10 was as you describe, and then 11 was motivated by wanting to make disruptive changes to squeeze the last juice from the consumer segment, and the "agentic OS" pivot is just the most recent gorilla in the room to squeeze the ever-drier sponge.

In particular, I would assume Microsoft sees writing on the wall with how so many people in younger demographics are using phones as primary devices and see full sized laptops and desktops as effectively legacy platforms they use at jobs, and is frantically trying to get out of that market before the bottom falls out.