True, both outcomes are possible, but I think the negative sum outcome is more likely. We've already manufacturers reach for more and more control with ebooks (can't lend like a physical book), heavy machinery (John Deere won't let you repair your tractor), cell phones (need to "jailbreak" in order to install your own software), cars (Tesla revoking a software feature after deciding that it was only enabled by mistake), and we've seen attempts to do so with computers (Clipper chip, DRM in general).
Manufacturers are not to be trusted with a tool that can assert ownership over something that they have previously sold.
Manufacturers are not to be trusted with a tool that can assert ownership over something that they have previously sold.