Microsoft made the reasonable point that locking 3rd parties out of the kernel might have resulted in legal challenges in the EU [0]. It is an interesting case where everyone is certain in hindsight that they would have been ok with MS blocking access, but it is less obvious that they would have taken that view if MS had pressured a bunch of security products out of the kernel with no obvious prompting.

[0] https://www.theregister.com/2024/07/22/windows_crowdstrike_k...