M$ and the TLAs
Though I fear you're correct, somehow I cannot (without retching) put Micro$oft and intelligence in the same sentence (hurl...).
I'm more inclined to believe that with their extensive (and ultimately expensive) telemetry and "connections", they've gathered enough info on enough people to get pretty much what they want. Bill Sr. was a lawyer, and it doesn't appear that the apple fell far from the tree, in Jr.'s case.
Anyone remember HP NewWave and the lawsuits going around that? Some things never change...