Earlier quoted context omitted.
More like “tapping that lucrative subscription revenue” because they finally have enough people locked in
I remember the frantic meetings at Yahoo when Gmail killed the market for storage upgrades. They caused an immense amount of work (more so than affecting revenue and costs; the premium quotas at least in Europe didn't generate much revenue and the quotas were there more out of fear of excessive use). A lot of adoption of Google services was driven by not having to worry about quotas. Making quotas a concern again wil…
Are they also going to have a lucrative ad business subsidizing the servers and staff?
Not to totally take away from your point (and interesting story) which is still valid. Just a reminder of what we've gotten for 'free' for so long often is a consequence of other business models working in conjunction.
As a side-note, training people to pay for things is great news for privacy-mind folks though. Just as a behavioural thing, that's always a huge barrier to starting a business that doesn't rely on data or ads.