[jtraffic]

>I can't think of a single large Western consumer software company who can actually think like that

I don't feel this is particularly novel, though perhaps it is to software companies (I don't know, honestly). But this idea feels a lot like "Market Penetration" as defined in the context of the Ansoff Matrix (introduced in 1957): https://en.wikipedia.org/wiki/Ansoff_Matrix

It's Marketing 101 stuff, and lots of big corporations, in old industries, employ this approach.