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Comment by hattmall

3 months ago

>those sales will exist pretty much indefinitely.

To an extent sure, but when people that grew up as home consumers not using Windows become business leaders they won't have the brand loyalty to Microsoft that the current aging out generation does.

If Google doesn't characteristically fumble the bag their dominance with ChromeOS in schools has potential pay major dividends in 10-15 years.

Windows centric software development is pretty much completely driven by business leaders 50+ years old on the young end.

A striking amount of business software runs on Windows because Microsoft was dominant during the peak PC era (e.g. 1990-2010). The companies running that stuff aren't doing so because old guys think Windows is good, they're running it because it's been built already and there's no real reason to change.

The next generation of business leaders already didn't build their companies on Windows or any other PC operating system because web apps replaced desktop apps and mobile devices overtook PCs in market share.

But it doesn't really matter to Microsoft. Microsoft isn't really the "Windows Company" anymore and hasn't been for some time. Azure, Office365, Sharepoint, etc. revenue dwarfs what Windows brings in and wouldn't be affected by Windows losing market share because everything is a web/electron client for a cloud service now.

In some ways, I suspect Microsoft views the Windows market share as more of a liability than an asset these days, because it makes them responsible for bad press events like BlueKeep and WannaCry. Business customers frequently buy support contracts with their licenses, whereas private consumers expect indefinite updates for a one time $120 fee. Given that, I wouldn't be surprised if they were intentionally letting consumer Windows slowly fade away.

  • Hum, how much of the success of azure is due to enterprise customers being in the windows ecosystem already? And what happens when the next enterprises are not?

    • Around 60% of Azure VMs are Linux. Between that and WSL it sometimes seems like Microsoft is putting more effort into being a Linux company than a Windows one.

      Who could have predicted that back in the Slashdot days!

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  • What percentage of new computers are sold running windows again? I suspect the reports of their demise have been greatly exaggerated.

    • Macs were at a bit over 10% market share in q4 2024[1], but it's also worth noting that the PC market is shrinking as a whole. Windows still has most of the pie, but the pie itself is getting smaller, since many find phones to be a better (and cheaper) experience than Windows, and I can't say that I blame them.

      I'm curious how inflated the numbers are from business sales, since the default option there is still Windows, even if you don't actually use any software that needs it (i.e. you just need a web browser). Consumer sales of PCs is probably only going to trend downwards, and it only got a small spike from people buying PCs for COVID.

      [1] https://9to5mac.com/2025/02/26/mac-market-share-growing-fast...

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    • Even OEMs that have the option to select Linux, e.g. Dell, Lenovo, have "works best with Windows" all over the place, one needs to be rather persistent to track down the Linux as pre-installed OS options.

> If Google doesn't characteristically fumble the bag their dominance with ChromeOS in schools has potential pay major dividends in 10-15 years.

There will be no ChromeOS anymore - just Android - and it will soon be locked down hard so that you need to pay Google or host ads/harvest data for every app.

You just need to make your choice of Tyrant landlord.

The crucial part: these business leaders won't see the ugly consumer side.

Enterprise windows is completely different, in that most of the crap we complain about will either be disable at the MDM level, or from the start depending on the license. A CEO being issued a windows laptop isn't barraged with ads, nor do they care if their account is local or not. It will "just work".

  • I don’t know, I work for a massive (benevolent of course) corporation and it’s still pushy with Lock Screen ads, copilot, etc… and it definitely doesn’t just work. Maybe for the CEO it does though…

    • It might depend on how much your IT departements cares about customizing your setups. The efforts described in TFA for instance don't cover auto install scripts which are still free to create whatever local account is needed, provided it's done through the fleet management mechanisms.

      Much of the scripts to "debloat" windows also rely on MDM entry points and overriding user preferences with higher privilege.

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    • > Lock Screen ads, copilot

      We have a mandate on-high to block this crap at the MDM level. It's more about your company than the biz world overall, I think.

Do we believe that we’ll be using anything like today’s PCs and operating systems in 10-15 years time? I mean, that’s been the case since the 1980s, but now we have usable (if imperfect) AI.

  • Two reasons why so at least professionaly:

    - Reliability. For anything that needs deterministic result and not even 99.9% of chance that it's generated correctly and not hallucinated. E.g. health, finance, military, etc. There is no room for "you're absolutely right". For the same input an algo must give the same output.

    - Privacy. Until we have powerful local models (we might have though in 10 years, I don't know), sending everything to some cloud companies, which are already obliged by court to save data and have spy and ex-military generals in their boardrooms, sounds a bit crazy if it's not about an apple pie recipe. Web chat interface isolates important data from non-important, but we can't integrate it fully in our lifes.

  • Personally: Yes, I do. Likely, voice assistants and other AI tools will have a bigger market share in a decade, sure. But I doubt an interface like Alexa can replace a PC-like setup for most of the «real work». Instead, I imagine we’ll just continue the trend of laptops and tablets with AI assistants integrated in better ways, and perhaps a wider adoption of AR/VR in some sectors. Tre The tech that could replace today’s PC setup is a neural interface, but I doubt that NeuraLink et al will be anywhere near mainstream in a decade.

    • > But I doubt an interface like Alexa can replace a PC-like setup for most of the «real work».

      Most people, and most workers simply don't do what you call real work that needs a big screen and a keyboard. I think most of the kids at my child's school don't have a computer at home (other than the district issued chromebook) and likely won't ever own a personal computer.

      People do everything on their phones. Google recently said Chrome OS is going to end next year... I don't know what schools are going to do.

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  • How will we interact with this AI?

    Talking to machines is a horrible experience, especially if you’ve got loads of people all trying to do it in an open-plan office.

    Operating systems and CPUs may come and go, but there’s plenty of life left in the mouse and keyboard yet.

    • Call centres manage it; they use headsets.

      Alternatively it could be people working from home.

      Though, with the state of "prompt engineering", I'm now imagining legions wandering down the street, speaking into Bluetooth headsets, desperately entreating an AI to do the task they've been assigned...

      (you get better results if you sound like you're about to cry)

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