The context is about the value of x86 versus ARM. Whether it be Apple or Google or whoever, the crux of the matter is that locked down end user devices are more viable than in previous decades due to prevalence of broadband internet, which is available globally.

And Windows, because that is what most common people use on their desktops and laptops across the globe.

Sure, I do not know if Microsoft has any competitively priced ARM products, but if they do, it still does not help Intel.

So far all attempts to push Windows on ARM have been a commercial failure and it hasn't been for lack of trying.