Right now, there is a product that is critical to the economy: Windows. By “Windows” I mean the OS, its security mechanisms, and its update mechanisms. Changing Windows to a multi-source model seems challenging, to say the least. Right now, though, Windows is not merely single-source, but that single source also makes OneDrive, Office, a not-very-secure cloud offering, ads, AI, etc. Most of the revenue comes from crap layered on top of Windows.
If just the base Windows were split out, then the company behind it could focus on making a secure base. Maybe they could actively mitigate attacks, even from the rest of the layers (e.g. the “AI” recording crap, OneDrive, telemetry, etc). And maybe CrowdStrike would become unnecessary because the Windows company itself could offer adequate endpoint security.
Getting this right would be hard, but having the base OS for much of the world in the hands of Microsoft is not going so well.