I think of it a different way. The consumer market (if Microsoft doesn’t value it) is holding them back from paying tech debt. The fear of regressions is a good reason to not touch stuff.
If you do value a market and ignore this, the consequences can be fatal (see Sonos). But if you don’t, then doing the minimum is rational.
If you do value a market and ignore this, the consequences can be fatal (see Sonos). But if you don’t, then doing the minimum is rational.