Well, there was that snafu with the Symphony Series that "won't ever be included in Komplete..."In any event, where this pontification might actually be relevant to us as consumers of sample libraries, is that, accepting the above analysis, the one place we see a threat of a creative cloud like model is from NI. Maybe they'll keep innovating and all will be good. But if Kontakt starts to update every year, and they move to a subscription model require, that's a concert.
That said, NI have generally been good citizens so I don't think there's any need to panic.
But I do agree. NI seem to be driving forwards still and don't appear to be stalling on development. When they haven't added anything to the Komplete lineup for years, that's when we ought to worry.
Edit: Just remembered. CH talked about Spitfire Subscriptions not so long ago on Twitter. He mentioned that it "had been discussed" (paraphrase) but didn't seem totally enthralled with the idea.