Just some unfounded speculation. All Windows is under Joe Belfiore. Windows Phone for OEMs is free. All Windows Phones 8+ are supported for updates. Windows 8+ for OEMs for all PCs, tablets, 2-in-1s or otherwise, under 9” screens is free. Office Online is free. For Office on your devices Office 365 starts at quite a low per person price. Windows 8 upgrade offer from Windows 7/Vista on release was very cheap.
With Windows Threshold, i.e. 9, I wonder if they are ready to remove the revenue from the Windows platform for consumers completely. Always up to date Windows. Will they go completely free, or package with an Office 365 account at no extra cost?
Update 9 Feb 2015: Although it was announced Windows 10 and free upgrade for the first year of release for consumer versions, Microsoft has just trademarked Windows 365. Perhaps for businesses?