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One of my take-aways is that Jon Squire is planning on transitioning AC into a software company, and that should be good for most of us.

This is what scares me. Usually with such transitions, companies start dramatically increasing licensing prices, often charging per user or forcing all users into the cloud. The fact that AC is available off the cloud is one the major reasons I am sticking with it. They also don't charge per computer/per connection like Microsoft with the CALs or numerous other companies.