I agree, corpo world is already 100% in subscription mode and consumers buy windows through OEM. If you buy OEM laptop, how would you sell subscription windows with it? I see it as a no go, it would force OEM laptops to be sold with Linux.
If you sell updates through subscription, you would end up in 2000's when malwares infected the whole internet with non-patched windows machines. This hurts your PR so poorly that I don't think they are that stupid.
Of course they are thinking their ass off how they could convert consumers to subscription, but I don't see way to do it.