I'm just speculating. It seems like, at least at the moment, anti cheat continues to be able to run as kernel. The article says Microsoft will have more to say on anti cheat "in the near future."
It may be that they don't crack down on the realtime applications as hard, since the number of users impacted is so much smaller. Antivirus and anti cheat are on many millions of machines and are usable by the average consumer. Specialty software may be considered differently, I. E. "You know what you're doing and what risks you're assuming" for the more technical customer.
It will be interesting to see where they go with this.
I have issues even with the simplest Apple USB-C to 3.5 mm dongle on my phone. The USB side rocks back and forth, disconnecting from the phone and exploding my ears with popping noises.
It's also flimsy as hell.