Regardless, there is going to be a huge vacuum of people worldwide with lots of pirated software they can not upgrade in the next 5 years. Those people are not going to switch to Mac because of their economic situation. There is probably some way to fill that vacuum and make money.
I don't think online instances of software, where you pay per instance or a subscription will work for the stuff people pirate.
I think there is another more clever solution. Obviously MSFT won't let you build an app store within an app either.
Some people call WinRT a UI toolkit, but this says otherwise:
I think they actually expect the Adobes of the world to go full in.