I don't see them touting it as saving licenses. BUT presumably you can save by making these floating instances. If you have 1000 workers using software locally

I don't see them touting it as saving licenses. BUT presumably you can save by making these floating instances. If you have 1000 workers using software locally, you need 1000 licenses. If you have 1000 workers using software in the cloud, but only 100 at any time, you only need 100 licenses.