I think the guy is spot-on.
Any corporation, double-especially one publicly held (eg: MS) has one goal only and no other. Profit. Do what it takes to stay on top, and squeeze as much profit any way you can. Some corps. have even gone to illegal means to do that. Corporations have one philosophy: "more".
MS is a monopoly, that cannot be successfully denied. Monopolys are not supposed to exist, at least in this country. So why hasn't anyone in government done anything about it? Power. If MS stopped supporting Windows there would be major earthquakes throughout the world. Even the US government would be in trouble. Millions of machines in this country alone run Windows.
I don't think MS is nervous about Linux. Why should an elephant worry about a fly?
And, yes, MS is definitely working toward two thing, no question in my mind:
#1: Rental system setup. Profits would blow through the ceiling and into the stratosphere.
#2: Total dependency on MS system hardware. I see the day coming when the user will have one (1) monitor and one (1) keyboard & mouse and one (1) internet connection to MS's cloud. Windows on the monitor will be running from the MS cloud (aka their servers) totally. No need for a box computer anymore, no need for HDDs or SSDs, Windows and all your software and data will run 24/7 from MS servers, all the user does is log in.
That's how I see it, anyway. All I do is logically extend the direction MS is already going in.