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Microsoft wants to move Windows fully to the cloud
(www.theverge.com)
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I live in a third world country. There is no way that this takes off here. Windows will just have to abandoned this country. But maybe they will as there is not a lot of money here. People will often buy laptops second hand at the market and the sellers load it with pirate content or can do it if they are asked. The only people really paying for Microsoft products here are the big corporations and foreigners, like myself, who are working here.
Additionally, most people just use their phones as a hotspot for data while at home. That is good enough for streaming and basic stuff. No one is going to get a fiber connection and pay a microsoft subscription. I honestly do not see this working here and I expect Microsoft will have to pull out or continue to offer offline options.