Rent seekers already own most links in the chain of the information commons -- the mobile carrier wants you to rent a phone rather than own it, the cable company wants you to rent a gateway rather than own a modem and router. The last link in the chain where ownership is more common than a rentier relationship is in the personal computer, and mark my words, Microsoft is coming after that too.
That's the real value they see in the embedded OS-level LLM: it can't do anything unless it's online, and you're paying for access to the big brains in the sky. The ridiculously invasive surveillance is just a nice side effect, the real prize is in making computers something you never own, thereby justifying the long con of charging a subscription fee for your operating system. Windows as a service, just as their old flagship Office suite has become a service rather than a product.