OS

GeX_64_

It’s Sonys largest division generating more revenue than any other part. PC OS is getting more console like and user friendly. You gotta pay extra to play online. Nobody who figures out a PC is going back to PlayStation. Even PC gamers who have the funds for a PlayStation for exclusive titles are just dropping any interests because they aren’t missing out on much. Sony is killing their fanbase and looking to milk the dumbest/laziest consumers. Let’s see how this plays out.

Potential_Salt_5780

I stopped at 1. Apple is not just a hardware company. Their OS is what makes their devices so good. Services make up 25% of their revenue. They absolutely deserve a 30 PE.

dogfoodengineer

The next OS is built around an ai agent, it might be the beginning of the end for them.

paloaltothrowaway

Where does the profit lie? It’s with the brand and with the quality of the user experience. Apple also has a solid ecosystem of Apple products working well togther. Samsung software is just not as good. It also doesn’t have an operating system on a computer. Samsung‘s phone OS is an android fork. Until very recently, memory chip is a commodity. Display panels are also commoditized. Banking and financial services are not part of Samsung electronics. Even if they are, banks outside the US are not worth that much - $100bn max. Battery? maybe worth $100bn max. LG energy solution is worth around $80bn. the world leader is CATL which is worth $200bn.

Sredikk_Ambane

INBS 1:10 in December 2025. 9 million went to 900K OS SP went from 4.1 to 17 dollars in January 2026 but now even lower that 4.1 -> @ 2.2 $

sangy1986

SPRB 1:75 in August 25. 43 million went to 563k OS SP went from 8 to 170 dollars in october 2025 on news of FDA breakthrough therapy designation.

imdaviddunn

Amazed at how many people think Waymo revenue ends at rides. They have the best software, and they are a software company. Their long game is selling OS to OEMs and like ads along with it.

english_fool

Shitty ceo, shitty software (including OS), shitty cloud.

Cpinkman14

MC is a joke now. Like you said, is at least 15% of OS in cars + possible physical AI. For me, it should be at 50B, not 5-10B. 10x bagger possible

Candid_Payment_4094

There’s a saying that no enteprise IT manager ever got fired for shilling for MSFT. A lot of Office 365 tools are slowly becoming obsolete. Why even need Excel when a future Mythos model is so good at writing Python to do all the Excel tasks for you (in a more structured automated way). Anything simple can just use Google Sheets. Startups or scale ups are not using Microsoft at all anymore (except for the OS itself if the company cannot pay for MacBooks). Google Workspace is where it’s at

Kalashooter888

nahh man. TSLA is the gold standard, Chinese EVs have better OS than BB. Their moat can be easily crushed if TSLA willing to collaborate with legacy auto makers

ChungusSpliffs

They are in the automotive & robotics software biz. Their OS is basically the gold standard for what modern cars run. They also recently announced a partnership with nvidia.

Cpinkman14

Actual MC is a joke. Looking for $100 at least. Its gonna be the OS of physical AI soon

GorgeousRamsay

QNX is just an OS for embedded systems. Like a linux distro, but nothing special Source: I worked med tech for several years, we used it in our devices. It was mid at best

Pipepoi

For cost sensitive or lower risk projects, FreeRTOS/Zephyr or embedded Linux combos are indeed practical and cheap. But for automotive grade safety and human collaborative robots in unstructured environments, or regulated deployments, QNX's strengths can justify the investment. So depending on new regulations and the ones that are still going through amendments. The QNX OS already certificatied globally in a highly critical environment, so theory if you want to develop your robotics platform risk free of regulation change you would go with something guaranteed to increase your adressable market.

Srini_ko

QNX architecture is designed for extreme fail safe applications such as Automobiles on Roads. QNX uses micro kernel + Drivers running in User space + Hypervisor to run regular Linux(for infotainment) and it is an over kill to most physical AI applications. Standard Linux has standard kernel with many drivers included in it any driver can crash the OS. Most Physical AI applications such as Drones, Agri tech robots, Industrial Robots can run on open source RTOSs such as FreeRTOS, Zephyr etc, without the cost of QNX

Ok_Departure_4090

Can you point me to where IDMC mentions "higher survival of BAT"? I want the specific page or link if possible Because IDMC discussed the pooled OS and not specifically BAT or GPS arm

enas333

Windows as a consumer OS hasn't really mattered to MS for a long time

I_Am_Robotic

So it’s creating an OS? This sounds like hype. What exactly are they developing? Why is it so nebulous if it’s so amazing. I’m genuinely curious.

Liminal_Aspect

I think age verification will actually push folks to linux. That's how I'm feeling. Take away their porn and they'll go to the trouble of learning to install an OS.

baconcheeseburgarian

> Really? A link to a blog post by a company selling AI optimisation? It doesn't even include a source to the claim that "Apple confirmed" a decline in Google search volume within the iOS ecosystem. The FAQ only mentioned share of overall search going to Google search specifically has declined below 90% of market share when including AI (again unsourced), not search as a vertical.eanwhile you can see Alphabets own investor presentations showing that search has continued to grow 19% YoY (source). Yes, according to your source search and, ad revenues are 70% of their total revenue. They keep increasing ad rates so obviously their revenues should follow. I think I might have said that it was the majority of their revenue, right? > People still are going to their primary method of search, which is Google with 90.39% of the global search market (source). I don't disagree with this, I think it underlines the prior point. > "WhErE iS iT sHoWiNg In ReVeNuE". Perhaps look at the investor packages that are public, FFS. This is a investment sub SMH. Their 10-K is in the public domain. Google Search and related services (ads) are down from 57% of revenues in 2021 Q1 to 55%, YouTube ads are down from 11% to 9%. Cloud is up from 7% to 16%. The segments that you claim are decimated are still growing 19% YoY and declining as a share of overall company revenue (source), which says a lot about that narrative. Again, the majority of that revenue coming from search and ad delivery. Cloud being up is great but it's still only 16% of their business and 14% of total market share. > Google in hardware is Radio Shack and they don't really sell? Let's focus on the consumer hardware verticals. In the smartphone space Google Pixel has been growing 25% YoY (source) and had already been the 4th largest phone brand in the US market Q2 of last year with over 800k models shipped per quarter (source). In the smart watch segment they own 15% of the global market share (source) and 19% of the global smart home sector (source). Oh man, you really got me now that Google Pixel has 3% market share in the US. Woot! They're #4!! So 3 out of 100 people have a Google Pixel. Fucking impressive. Sure it's growth. I'll give ya that with a side of perspective. Oh, smart watch sales are really going to be where Google cuts its teeth too and isnt just making a me too product to get more data from users. > Microsoft does not collect money from Google for Android. This is a misnomer of the so called "Android tax". Microsoft did not sue Google for the so called "patent violations" on the open source technology that forms the base of Android OS, those royalties were paid by specific manufacturers using said technology directly to Microsoft. That is also a point of the past since Microsoft has a license deal with OIN now, putting an end to that 2B in negotiated payments that came from agreements which were a means for manufacturers to avoid costlier lawsuits during Microsoft's FOSS phase (source). Google is estimated to have made 20× that from Android, not even getting into the play store revenue. Technically this is correct. The manufacturers that put Android on the phones have to pay instead. Microsoft is still technically making more money per install of Android than Google is. Play store revenue is anemic based on the size of their market share. Again my point was Google has this enormous market share advantage in mobile OS's but cant seem to monetize their services at a fraction of the rate Apple has. That's been a long term problem. > Android OS does not drive revenues? I guess that includes the search and ads integrated into Android too right? LMAO. Add on play store integrated adverts and app based adverts and it ties back into that search and ad revenue. Now you're starting to get it in a strange way. Android is really best serving Google in delivering ad and search revenue. You can run these AI clients on Android too and as more users onboard the more Googles ad and search business can be under threat. 70% of their revenue is derived from ad and search businesses. They cannot afford to lose this AI race and still be the same company. I say this as a 20 year shareholder that can see they are not in front of this race and they are paying a $20B fee every year to bide themselves some time before 70% of their business comes under threat.

JG98

Really? A link to a blog post by a company selling AI optimisation? It doesn't even include a source to the claim that "Apple confirmed" a decline in Google search volume within the iOS ecosystem. The FAQ only mentioned share of overall search going to Google search specifically has declined below 90% of market share when including AI (again unsourced), not search as a vertical.eanwhile you can see Alphabets own investor presentations showing that search has continued to grow 19% YoY ([source](https://www.tradingview.com/news/zacks:26ba6a9c2094b:0-alphabet-benefits-from-rising-advertising-revenues-more-upside-ahead/)). People still are going to their primary method of search, which is Google with 90.39% of the global search market ([source](https://gs.statcounter.com/search-engine-market-share)). "WhErE iS iT sHoWiNg In ReVeNuE". Perhaps look at the investor packages that are public, FFS. This is a investment sub SMH. Their 10-K is in the public domain. Google Search and related services (ads) are down from 57% of revenues in 2021 Q1 to 55%, YouTube ads are down from 11% to 9%. Cloud is up from 7% to 16%. The segments that you claim are decimated are still growing 19% YoY and declining as a share of overall company revenue ([source](https://stockanalysis.com/stocks/goog/metrics/revenue-by-segment/?utm_source=chatgpt.com)), which says a lot about that narrative. Google in hardware is Radio Shack and they don't really sell? Let's focus on the consumer hardware verticals. In the smartphone space Google Pixel has been growing 25% YoY ([source](https://counterpointresearch.com/en/insights/global-smartphone-shipments-grew-2-percent-YoY-in-2025)) and had already been the 4th largest phone brand in the US market Q2 of last year with over 800k models shipped per quarter ([source](https://9to5google.com/2025/07/28/google-pixel-us-market-share-q2-2025/?utm_source=chatgpt.com)). In the smart watch segment they own 15% of the global market share ([source](https://dataintelo.com/report/global-wearable-communicator-market?utm_source=chatgpt.com)) and 19% of the global smart home sector ([source](https://researchintelo.com/report/ai-native-smart-home-ecosystem-market?utm_source=chatgpt.com)). Microsoft does not collect money from Google for Android. This is a misnomer of the so called "Android tax". Microsoft did not sue Google for the so called "patent violations" on the open source technology that forms the base of Android OS, those royalties were paid by specific manufacturers using said technology directly to Microsoft. That is also a point of the past since Microsoft has a license deal with OIN now, putting an end to that 2B in negotiated payments that came from agreements which were a means for manufacturers to avoid costlier lawsuits during Microsoft's FOSS phase ([source](https://finance.yahoo.com/news/microsoft-may-relinquishing-billions-android-patent-royalties-141047213.html)). Google is estimated to have made 20× that from Android, not even getting into the play store revenue. Android OS does not drive revenues? I guess that includes the search and ads integrated into Android too right? LMAO. Add on play store integrated adverts and app based adverts and it ties back into that search and ad revenue. If you are going to make this argument then make it simple. Give me a source to showcase that search and search ad revenue is declining, not just as a market share but also outright. Not as a share of their revenue either, just an overall decline. Refute the double digits growth that the quarterly reports and investor presentations have consistently shown for the past 5 years while this same AI narrative was running.

lucifer_alucard

Amazon built Vega OS because they wanted something better than android at running on cheap hardware What's stopping the big boys from releasing something better than QNX if it's an explosive AI growth area?

baconcheeseburgarian

https://www.hollinden.com/point-of-view/googles-falling-search-share-the-rise-of-ai-search Search rates are falling. Market share is falling. People arent going out of their way to use Google if their AI is giving them what they want. Google may be in "so many verticals that it is hilarious" but where is it showing up in their revenue? The majority of their revenue, the shit keeping the company afloat, is search and ads. Google cant seem to get people to pay much for anything else. Google is in hardware like Radio Shack is in hardware. They have some products. They arent really selling. But sometimes you see them in the wild and you exclaim "Oh wow, I dont think Ive ever seen that before." Google isnt known for their hardware. Its not driving their bottom line. They keep attempting to make stuff but its not finding success in the market like many of their paid services. Sure, 4 billion phones are using Android but Apple still generates the majority of revenue in mobile and Google cant seem to monetize on it despite nearly 2 decades of having an overwhelming share of mobile OS. Google pays more money to Microsoft in licensing for every Android installation than they make themselves. Android just doesnt drive much direct revenue for them and for some reason they cant leverage paid services to Android users at even a fraction of the rate Apple is. Google is an elephant riding a unicycle of search and ad revenue. It's reflected in their quarterly reports. That revenue is what is supporting all these other endeavors.

JG98

>For people that still search through Google, AI is integrated. Yes, it is integrated into Google and Google is still a proprietary eponym for the entire search category. >Lots of people aren't even using Google anymore. They are using whatever model they like to do basic searches. Lot's of people may not be using Google anymore and that still doesn't mean they have had any regression in search. Search is still growing and search integrated AI is also drawing plenty of people back. Even in the AI model space Gemini is one of the leaders and has the financial and cost basis advantages to outlast their biggest competition over the long term, barring some major changes to AI profitability. >Where is Google generating the kind of revenue they need to sustain their valuation and business outside of ad delivery? There is no fallback position for them like there is for Apple or Microsoft. They either win or they end up dying. Search and advertising has been declining as a share of Google revenue dating back to 2018, well before AI search was on the scene. Google, or should I say Alphabet, is in so many verticals that it is hilarious to even try and debate on the basis of one segment that is still experiencing growth anyways. Google is in hardware too, just like Apple and Microsoft. They are making a viable alternative to the Microsoft online enabled ecosystem of software and competing heavily in the budget hardware OS space with Chromebooks. They are outcompeting Apple in hardware in the phone space when you factor in overall OS share and subsequent OS related software space. In the AI space they are increasingly putting their foot forward on the backend with TPU sales. They are also rapidly taking market share from Amazon and Microsoft in the cloud platform space. Then they have many verticals on top of that, including automotive/transport, space, logistics, healthcare and life sciences, internet infrastructure, etc. They also have their own venture capital firms and moonshot factory for innovative technologies.

MuhGinCall

The Android OS core is open source, bro.

MuhGinCall

Paying for LLM is like paying for Linux OS. A trillion dolla market cap for a autocomplete tool, my ass.

gizamo

Customers are absolutely hurt by price increases, especially when it borders on price gouging. Apple will lose a ton of customers the year that the US allows Chinese phones on the market because of their massive pricing gaps. The more Apple diverges from the real costs of hardware and a decent OS, the more impact that will have. That is, unless the US slaps something like a 200-300% tariff on Chinese phones. But, sure, you're welcome to fanboy for Apple all you want. It's ignorant of basic economics, but you do you, mate.

nepoleangambi

https://developer.nvidia.com/blog/inside-nvidia-halos-for-robotics-a-full-stack-functional-safety-system-for-physical-ai/ QNX is also being used as the guardrail OS for AI and it's already stacked with Nvidia's Halos. We are just getting started.

vincentsigmafreeman

QNX competes with: Wind River Green Hills Software Linux Foundation proprietary OEM operating systems It isn’t the only embedded OS.

wrecklord0

I extended my support forever by switching to an OS that doesn't obsolete itself

Unfair_Adeptness_838

It's cheaper than GM. Second biggest provider of cloud solutions, owns tool where half of the world keeps theirs codebases. Has a lot of government contracts and owns OS used by half of the world. Doesn't look that overvalued to me.

VerdantPathfinder

None. We all had root/admin on our laptops no matter what OS at the time. That's changed just recently so no idea what they are doing now. I gave up when they make Macs an option. I needed my commmand line for dev work.

Rustycake

Not happening. AI may not live up to the hype, but it will be around long term. Microsoft just got done with their Skills festival that leaned heavily into AI. If you havent learned by now that Microsoft leans hard into dumb shit and still ends up winning idk what to tell you. Their OS has been SHIT for a long while now and yet people still use it.

Awkward-Mongoose-809

Why do people like microslop so much? Their gaming department is bleeding companies left and right, OS getting shittier, office getting shittier. Azure is good i guess but it has strong competitors like aws and google. Honestly amazon looks better with lower market cap and higher profit.

um-nome-

Do you realistically think that every major company on the globe will switch away from Microsoft products any time soon? Migration costs and complexity are way too high. Realistically no company will be willing to restrain all of their employees to use a new OS or office 365 alternative. Maybe they could lose a chunk of their cloud segment if they don't keep up with AWS or Google but that's still only around 30% of their business.

Extension-Temporary4

At this price point I actually find it interesting.  I actually like snap. It’s a worthwhile shot in the dark at this price point.  $1.1 billion in cash and $2.8 billion in cash and cash equivalents. $3.5 billion in total debt, comprised primarily of long-term convertible senior notes.  Total Assets: $7.5 billion. Revenue from Advertising: $1.24 billion (81% of total top-line revenue). But, advertising grew at a modest 3% year-over-year rate. Not great but growing.  Revenue from Subscriptions & Other Streams: $285 million (up 87% year-over-year). 25 million paying subscribers and has achieved an annualized revenue run rate (ARR) of over $1 billion.   Total Revenue: $1.53 billion, an overall increase of 12% year-over-year. Net Income: ($89) million Net Loss. Improvement from $140mm net loss last year.   Adjusted EBITDA: $233 million (up 115% year-over-year).  Operating Cash Flow: $327 million   Free Cash Flow (FCF): $286 million (up 150% year-over-year) Days Sales Outstanding - DSO: clients typically pay within 60 to 75 days. Large brand advertising agencies up to 90 days. Don’t love this but fine, at least they are paying.    Days Payable Outstanding - DPO: 45 to 60 days. Again, don’t love that they are paying faster than they are bringing it in but understandable.  Year-over-Year Growth Expectations:  10% to 15%  Global Daily Active Users (DAUs) reached 483 million (up 5% year-over-year), and Monthly Active Users (MAUs) stand at 956 million. Cost Structural Changes: Management initiated a lean restructuring plan designed to slash its annualized cost structure by over $500 million in the second half of the year. Plus, if not for Specs R&D they would be profitable - a very capital-intensive hardware play. Specs are a drag on R&D costs but represent their primary long-term hedge against mobile OS platform changes. If specs fail, and they scrap the program technically they could convert into a pretty lean business that quickly goes into the black.  Obviously there’s more to discuss but at a high level it’s not an awful business and it is trading at an attractive price point. They have valuable data (not just for advertisers but for training LLM’s), they have valuable IP and they have goodwill. As others have noted, Evan is the problem. He would never agree to sell but if he did, I could see someone buying for the arbitrage opportunity. I think it’s interesting. 

Extension-Temporary4

I actually like snap. It’s a worthwhile shot in the dark at this price point.  $1.1 billion in cash and $2.8 billion in cash and cash equivalents. $3.5 billion in total debt, comprised primarily of long-term convertible senior notes.  Total Assets: $7.5 billion. Revenue from Advertising: $1.24 billion (81% of total top-line revenue). But, advertising grew at a modest 3% year-over-year rate. Not great but growing.  Revenue from Subscriptions & Other Streams: $285 million (up 87% year-over-year). 25 million paying subscribers and has achieved an annualized revenue run rate (ARR) of over $1 billion.   Total Revenue: $1.53 billion, an overall increase of 12% year-over-year. Net Income: ($89) million Net Loss. Improvement from $140mm net loss last year.   Adjusted EBITDA: $233 million (up 115% year-over-year).  Operating Cash Flow: $327 million   Free Cash Flow (FCF): $286 million (up 150% year-over-year) Days Sales Outstanding - DSO: clients typically pay within 60 to 75 days. Large brand advertising agencies up to 90 days. Don’t love this but fine, at least they are paying.    Days Payable Outstanding - DPO: 45 to 60 days. Again, don’t love that they are paying faster than they are bringing it in but understandable.  Year-over-Year Growth Expectations:  10% to 15%  Global Daily Active Users (DAUs) reached 483 million (up 5% year-over-year), and Monthly Active Users (MAUs) stand at 956 million. Cost Structural Changes: Management initiated a lean restructuring plan designed to slash its annualized cost structure by over $500 million in the second half of the year. Plus, if not for Specs R&D they would be profitable - a very capital-intensive hardware play. Specs are a drag on R&D costs but represent their primary long-term hedge against mobile OS platform changes. If specs fail, and they scrap the program technically they could convert into a pretty lean business that quickly goes into the black.  Obviously there’s more to discuss but at a high level it’s not an awful business and it is trading at an attractive price point. 

realribsnotmcfibs

I end my rant with a “I will still buy Microsoft stock basically” and openly admit I’ll continue to with no competition in existence. Infact I owned some Microsoft stock as recently as two or three weeks ago decided to cut and come back when there feels like more momentum. Is windows 11 a small part of the revenue? Yes. Is OS and 365 99% of their consumer facing business? I imagine but maybe you have real data. Is it what gives them so much credibility in other areas? Yes. Is it shit? yes even their own c suite apologized for their missteps the rage was getting so bad and public so I don’t understand how anyone could push back at this point. Will I rebuy Microsoft stock in the future? Yes when it feels right. I was surprised we didn’t see a bigger upward push from the announcement of unfucking windows arm.

LordDarthShader

Do you know that OS is just one small part of the revenue?

realribsnotmcfibs

copilot is shit Microsoft is shit They only win because they have a monopoly. There is literally no real competition. You probably want to argue right now that they are not shit? Well why are their own executives admitting how bad they fucked up windows 11. Created massive amounts of e waste killing off older computers etc. All so they can pound you with ads for copilot and 365 like my broke ass didn’t pay them $100 already for their dog shit bloated OS. Attached to their broken eco system. Find fact their eco system is so bad they have applications with both a desktop and cloud version. Just different enough that you can’t even transfer files between them. Named the same. Purpose is the same. All shit all the time.

GrandKnew

what does microslop make other than buggy/bloated OS and self-immolating tablets

RJ5R

and then blue screen you before you boot back into the OS trying to get you to sign up for onedrive and other services which you have said No Thank You twice a month for 5 years

InvestigatorPlus3229

too bad windows is a piece of shit OS. Outlook is another POS software.

One-Shoe-5658

The QNX story is actually underappreciated by most people who still think of BlackBerry as a dead phone company. QNX runs in over 235 million vehicles globally and is the dominant real time OS in automotive. As EVs get more software defined that embedded position becomes increasingly valuable. The 144% EBITDA growth is the number that matters most here. Revenue growth is nice but they’ve been burning cash for years. Five consecutive quarters of positive GAAP net income and now positive operating cash flow for the first time in nine years is the actual turning point people should focus on. Still a show me story but this is starting to look less like a turnaround bet and more like a legitimate software business. Canadian sleeper that most US focused investors completely ignore.

CD274

It was also my first legal msft OS since I was like... 12 And it fucks up? 🙄

Top-Meaning2626

NVDA has there OS, let's see if it takes market share

dangered

It depends on what the future of AI truly looks like. It would have been a sure thing no matter what in 2020 though. Right now it’s probably the last thing users want. Microsoft’s “on-prem”/“local” copilot was anything but that. In rest state it reached out to ad servers and fed them data, reported data back to Microsoft with AI data, and a lot of other shady stuff. The tech market moved to Mac minis and Mac studios to run flows because their proprietary hardware is superior. The gaming market is moving toward Linux at an increasingly alarming rate, roughly doubling each year without any sign of stopping. Developers used to only support Windows but Valve who owns Steam made Linux their operating system of choice. Linux kernels are now outperforming Windows OS, when people in Esports begin mainly using Linux, the bottom will fall out of this market. Window’s bread and butter was selling cheap machines people would use at home and then later use in the office. That’s projected to be gone in the next 3 years. Xbox by their own admission is struggling after they priced themselves out of the mass market with a steep subscription increase. Even their CRM, Microsoft dynamics, was built to be inescapable. Barriers and obfuscation in all directions to ensure a migration away from the platform would take years. AI can help get it done in months. AWS owns the cloud market. GCP is a very far second. Azure sits in the corner like their retarded cousin. Their recent acquisitions are already showing their age in the day of AI. GitHub struggles to keep up with the traffic of AI coding and VScode is the least AI native IDE. They’ll stick around for another 20 years just because of their dark patterns and “lock-in” strategy but it’s not going to be very pretty.

fakieTreFlip

>a determined competitor should be able to build an OS with backward compatible tech without copying Microsoft's proprietary code similar to what WINE does for Linux Windows is so dominant as an OS that it would take many years for another OS to overtake them

Liquidate-Me-Daddy

Man it’s crazy Anthropic won the AI race so suddenly Elon gave up on Grok for the most part Google is losing all their top minds to competitors so Gemini is meh Microsoft realized Copilot sucks and decided as long as AI runs on their OS/Ecosystem then they don’t give a fuck And OpenAi is getting taken to the woodshed by Anthropic Open source models are

spaghettibolognaisee

QNX OS in automotive and robotics. The future inclusion of AI robotics. Owner of strong patents and a high US gov certification on cybersecurity. They have contracts in defense departments and NATO.

Tho76

Windows is definitely the ""best"" enterprise OS. You can argue Apple or Linux distros are better for a variety of reasons, and I wouldn't disagree. But if you join a company 99% of the time you're getting a Windows computer for a reason. If you were to start a company tomorrow, maybe you buy Macs, but you're certainly not buying computers with Mint on them. I'm not sure you can say AWS is for sure a better cloud than Azure either. Azure has a lot more compatibility with other MSFT products (I.E. connecting PowerBI, Dynamics, Azure Datalake, etc all together) that's attractive to businesses - along with getting support under one license. I think the main growth opp is if they can get their shit together with Copilot. Copilot is undeniably ass, but everyone I know has a company specific environment of it and it's the only GenAI that's company approved. Now yeah, everyone just uses Claude/GPT/Gemini elsewhere and emails the output to themselves now, but if they make Copilot actually useful I think it would make a big difference

Thin_Object_3981

I disagree, I understand why you think that but the truth is that the agentic AI's have completely changed the game with regards to software. If we assume that agentic AIs won't get better, the amount of time needed to build software like say a Microsoft office suite replica or a windows OS replica etc has been substantially reduced already and the truth is that this tech is only going to get better. Windows OS is popular because it's backwards compatible and safe for coporations but with agentic AI, a determined competitor should be able to build an OS with backward compatible tech without copying Microsoft's proprietary code similar to what WINE does for Linux. The cake held by software companies is rapidly being eaten by other similar competitors.

_galaga_

I think the point was you said "[a] software moat isn't much of a moat" but MSFT has such a strong enterprise software position they do have a moat (not just OS but their integrated enterprise products, certifications, yada yada). I'm not saying Anthropic is trying to follow MSFT but if they were to establish themselves as "the" enterprise grade AI they would become more difficult to unseat.

surnik22

If switching operating systems was as easy as switching AI agents you’d have a good point. Switching the OS a user or software runs on is hard. Switching backend stuff out is much less hard for a company to do because they just need IT to manage the change. Windows couldn’t even maintain their dominance in server operating systems against open source alternatives. AI models are even easier to swap. Right now I can literally just click a button to switch from Claude to OpenAI to almost any other model. If we wanted to run an internal model on our own hardware that could also be done on the backend and swapped into mix without disrupting the users.

Unhappy_Hedgehog_808

Fucking dummies make each successive OS release objectively worse and are shocked people are catching on.

Best-Association964

Yeah, its because Anthropic models are great but quite big in size which is too costly to run. They make profits like every other companies, but they're afraid that Chinese models would certainly take over them, in terms of AI efficiency. For those who don't know, China in gen and WeiboAI in particular launched an LLM, VibeThinker-3B a few days ago, and it could run in a mobile with 8GB RAM, and it scores as much as the frontier model does, in coding. Its scores were astonishing 80.6%, which is better than Google's best OS model, Gemma 4 31B which scored 80%, and this 10x smaller model crossed it by inches. So, it won't take longer for China to make models which'll make highly efficient models.

Top_Performance_732

Pocket OS using irresponsibly has nothing to do with ais viability as a productivity enhancer

h4v3anic3d4y

Ask Pocket OS

Delicious_Invite_127

Window OS is only a small portion of its profits. Microsoft Office is the biggest chunk.

A_Buttholes_Whisper

This is what you deserve. Microsoft will literally be the OS of choice when the anti christ comes. I’m not even Christian and even I believe Satan uses Windows

80sCocktail

AI hasn't replaced OS yet. Yet.

EmbarrassedPart1256

Okay so if someone just took a 10% stake in $ADTX for >3M shares that means there’s AT LEAST 30M OS. They’ve been selling hella shares & probably only raised \~$300K at these prices. I’m not saying it can’t keep going up but it’s not a short squeeze by any means IMO.

bannedbutunforgotten

SLS is a truly unique case, you're unlikely going to find something like this again in your life. You will find a lot of tickers with a lot of lengthy "DD" posts but nothing as verifiable as SLS and its investors have demonstrated. \- Drug targeting extremely wide range of cancers (currently trialing for AML but WT1 over expressed in 20 different cancers). \- A particularly deadly cancer with zero treatment options. Patient timelines to death are very well understood. \- Known patient enrolment dates (in batches). \- Updated event (death counts) forming constraints on what is biologically implausible, if not impossible. \- Primary end point of overall survival and median overall survival. These things are all very cut and dry facts, especially the OS end point. A placebo is not saving you from death. This is not a "oh the tumour size decreased 15% in the Phase 2 study" sort of thing. This is strictly "are patients staying alive?" to which the answer is yes. Even without the incredible DD on Reddit from multiple data scientists and analysts - all coming to the same conclusions, all openly discussing with 100% transparency their methods and calculations, you can just take a step back and look at the bigger picture. \- Best Available Therapy documented a median of 6-8 months. This means that half the BAT cohort will be dead in that time frame. \- Phase 2 data demonstrated 5.4 median OS IIRC vs 21.6 for GPS (the drug under trial) with a P-Value of 0.02 (2% chance the data is bad). \- Enrolment started 2022 and completed April 2024. Even if we assume that all patients enrolled in April 2024, we are 26 months from that date and yet the trial is still going. The trial was estimated to have been over 1 year ago in June 2025 yet in December 2026 only 72 deaths happened. So you have to ask, what is keeping these patients alive? These patients that are given 6-8 months to live? Is BAT suddenly keeping patients alive at 3-4x the well documented rate, against all literature and even the key opinion leaders who as recently as October 2025 said there have been no improvements in BAT outcomes in the last 5 years? The BAT that recently failed 3 trials for CR1 and CR2 as recently has August 2025? Or Is it the drug that the doctors who are running the trial begged Sellas to get the SAP updated to allow for ad infinitum dosing approved? The same doctors who on record have said are "totally convinced" the prolonged survivals are due to the GPS effect? The REGAL trial is also wonderfully designed, stratifying patients based on mutations and stripping out all other variables like transplant eligibility. You will notice any time a "bear case" comes up it specifically uses unfalsifiable reasoning (many "what ifs"), attacks the company history or CEO history, and never ever proposes a mathematical or scientific scenario that can explain patient durability in this trial - especially not one that can justify why the trial was not halted for futility by now or even at the 60th even interim update. SLS is truly a once in a lifetime opportunity. I have never seen such deep, mathematically and scientifically verifiable diligence on any company on Reddit as we have seen with SLS. I do not expect to see something like this, the setup, the clear cut data, the level of diligence, nothing like it ever again ever and have invested accordingly.

Sick0h

Anyone know what prompt I’m supposed to use to have OpenAi replace my windows OS? Just seeing the logo at the bottom makes me nauseous. Trying to get ahead of it before they discontinue service.

3boobsarenice

Apple going to announce, they have decided to abandon OS and go with Windows

SignificanceLate7002

CTNT might be setting up for a PM pump. Made a move up in overnight trading after CEO reported a $400k stock purchase. https://www.sec.gov/Archives/edgar/data/1951667/000110465926075317/xslSCHEDULE_13D_X02/primary_doc.xml SDEV added to watchlist with 2 new 13D amendment filings showing insiders ownership now totals 95% of the OS. https://www.sec.gov/Archives/edgar/data/1389545/000143774926021023/xslSCHEDULE_13D_X02/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1389545/000143774926021022/xslSCHEDULE_13D_X02/primary_doc.xml

jason-v-miller

I feel like a lot of the places I've worked at lately have had zero MSFT. AAPL hardware, various newer SaaS companies for everything else. I'm not impressed with Windows, not impressed with OS X either. Both of the OS platforms feel like they're getting worse.

cpeytonusa

One of the biggest things that the market is missing is how entrenched the MS stack is in the Enterprise ecosystem. There will be tremendous synergies between MS and OpenAI that are being overlooked. Enterprises will need a glide path in order to leverage AI into their existing infrastructure. Useful AI agents don’t create themselves. It’s unrealistic to think that all of the technology resources can be rebuilt from scratch using AI tools. Microsoft will supply that glide path throughout their entire stack. They have the OS, database systems, development tools, cloud deployment, office apps, and more that can all be integrated with and enhanced with AI.

WSB-mods-are-

MSFT long dated puts are still a steal rn. Explain to me how one of the largest companies in the world can be such a figure of incompetence? They bought LinkedIn and still make you fill out a full job application. They bought activision-blizzard and still make you sign in to both those portals and microsoft. Gamepass doesn't even cover their games. They let halo go from a top 5 world franchise to forgotten. They named their ai copilot when it can't even drive, or even turn dark mode on a windows pc. Still baked into the OS though so we can look at it and remember what a piece of shit it is when I update and restart my Windows 11 PC, because update and shutdown is never an option.

androidfig

Well considering every Design firm, prepress department (where I worked at the time), Web designers, every public school and university computer program, they all used Apple computers and it wasn’t close. Yes Microsoft and the Windows environment ruled the business and data side but nobody in the spaces I mentioned would choose Windows over MacOS. Also the proprietary OS that Macs ran on, it was actually a pretty good looking investment at the time, even if uncertain. Good investors have to take some chances and use their imagination. Yes, they could have gone bankrupt but I don’t think that many people were thinking that at the time.

slidedrooler

The graph just looks so trash, and the OS is only something I'd use if becoming a pozzer and wanting to get infected with something.

cupofchupachups

I just don't want AI, I don't want ads or telemetry. Your OS is supposed to be the most basic, unopinionated software on your system. It should be simple and predictable. I don't want it moving things on me, or suggesting them. If I want that kind of think I'll install an app.

dansdansy

MSFT needs to just scrap windows 11 and go right to 12 at this point. That OS is cursed

howfarcanyouthrow1

Wrong not android. They have their own OS which is more battery efficient than android

EmbarrassedPart1256

I will not freebase cocaine…I won’t do it! Going to be traveling today & tomorrow so I may not get much of a chance to trade; I may just load $RDGT & let it cook. Let’s see what I can get into in the PM. https://preview.redd.it/cfzdom34bm7h1.jpeg?width=1170&format=pjpg&auto=webp&s=8d35d8969e0ded969b24fb07b348be98b2d628c4 Peep the $CTM IR homepage; they literally don’t give a fuck. Even though I brought it to their attention, asking them if they’re proud of having this fucked up of an intro. They’ve since changed Tammy’s bio & post news, but yet need a “web overhaul” to fix blatant typos? Asking repeatedly, no one ever told me how these JVs financially affect Castellum, how the money is split. I’d have to see a lot more of those $250M headlines to get excited. That’s potential revenue, likely over 5 years: $250M/2 (assuming the JV is 50/50) is $125M. Assuming a \~10% margin that’s $12.5M, divide by 100M shares that’d be OS with all the employee options & that’s added value of \~$.10-.12/share… in one year. And again, that $250M is the ceiling, not guaranteed.

_freckles__

Because look at Adobe , it was the behemoth, now its on its death bed. No guarantee microsoft windows will remain leading OS Apple will remain leading device maker or NVIDIA will remain leading chip maker New entrants can bring in new unheard of products

highbridger

The last version of the Shield came out in 2019. It’s still “technically” better than the Apple TV 4K, especially for high-end audio, but the OS is super old and it’s definitely getting long in the teeth. It’s also still $200. The Apple TV really is the way to go, especially if you have an iPhone.

EnlightenedPotato69

What can someone with a roku TV do about this? Sadly my roku TVs work so much better than the one with goggles OS

tke248

# What about Xperi Inc the company who currently owns TiVo OS its small not megacorp owned.

Z0idberg_MD

I literally just bought into the Apple TV ecosystem. With a new OS update that improves responsiveness, quality for music streams, and a new device coming out reportedly this year, seems I made the right decision.

ZachStoneIsFamous

Yeah - mostly don't feel it needs a hardware refresh (buy the Pro for 4K) although IIRC it can't support some newer forms of HDR. But they continue to enshittify the OS. Projectivity Launcher makes a big difference.

jsurico656

Dramatic-ass redditors crying how there are no good alternatives Once you've seriously tried some of the alternatives out there (Nvidia Shield, Onn 4k, Apple TV) you realize how terrible the hardware and OS is on Roku Their walled garden of an app store sucks

ohz0pants

Their hardware remains pretty solid and their TV OS isn't terrible... yet, but they've been slowly enshittifying their home screen for a long time now to push their own streaming content and "partnered" sources which all appear to be hot trash. They've been trying hard to pivot from a "piracy enabling, dumb streaming box" to a full-on streaming content source, primarily funded by ads. So... yeah. There's more ads showing up in more places on Roku screens with every update they push.

GrandKnew

MSFT the worst AI the worst office suite the worst computer OS and yet you're all surprised it's falling

Tairc

I thought copilot was just an OS interface layer for whatever upstream provider your company authorized? I know my copilot lets me select from like 9 different models. I wonder if your company only lets you use the dumbest, cheapest ones…

mattawara

Fine, I’ll bite… their product families: Creative cloud - everyone’s already focused on this. Also threatened by good ol fiver. Document cloud - native OS capabilities are eating this all day, and Docusign is doing the last mile. Experience Cloud - giant fucking turd of a platform. Only in use because of shady deals. Ai makes the integration easier which makes the al la carte approach more feasible for large corps. Still some good IP, but the structure is falling apart at the seams.

AcanthocephalaNo7788

microsoft is losing its edge so to speak.... the whole OS is a spyware litterally. gaming on linux has been increasing and has become alot easier and its free.

realribsnotmcfibs

I do not even prefer another OS. Windows is the only real option for things like gaming and cad work.

Shadowrunner138

You sound like one of my IT friends who feels like an elitist just because they prefer a different OS, that doesn't magically validate opinions about stocks, rofl.

KontoOficjalneMR

If you're thinking cost of inference = cost of electricity - sure, inference is not subsidized. Then it's estimated to be around 2.5$/million tokens. But if you include hardware needed, and all associated costs they are still in red. We can use open source as a proxy, and cost of running biggest OS models like Kimi K2 is higher than that if you count hardware costs. 1

KontoOficjalneMR

If you're thinking cost of inference = cost of electricity. Then it's estimated to be around 2.5$/million tokens. But if you include hardware needed, and all associated costs they are still in red. We can use open source as a proxy, and cost of running biggest OS models like Kimi K2 is higher than that if you count hardware costs.

hellario

I'm not alarmed. Unlike an unnamed stock that IPO'd today, they have a real revenue and a well-run company that is accountable to their shareholders. If they're spending, it's because they have a growth and profit case for datacenter buildout, chip development, and AI development. As far as I'm concerned, they own the most utilized OS (Android), have a virtual monopoly on internet searches, have the largest ecosystem to integrate with (Gmail, calendar, google drive, photos, etc), Tensor chips, so they are not fully reliant on external chip makers, and they have a 15% stake in Anthropic, so when it IPOs, their share will appreciate a whole lot.

Solid_Equivalent_417


NEWSmodsareTwats

who cares if it's sexy tbh only talking about lines written is fishy to me. it would be like a sales companies bragging "our number of outbound dials are up 8x!" without talking about how that's improved their sales. I get that you need code to run programs and that more code implies more programs but at the same time it could imply more bloated programs that dont function as well. Back in 1985 Microsoft and IBM partnered up to make a new OS to replace DOS the projected ended up being terminated by IBM because they felt the Microsoft team wasn't writing enough lines of code since that was the main metric they tracked. IBM and Microsoft both went on to created their own operating system with the IBM one have several times the lines of code as the Microsoft one. The IBM operating system flopped since it was buggy and slow and the Microsoft operating system went on to become windows. Simply measuring lines of code is an absolute useless metric. and in terms of implementing features yes they could just look back at the last substantially comparable feature they pushed out fully without AI and compare how long it took and how many employees it took to ship.

Legitimate-Sock2188

Microsoft doesn't innovate, and has not innovated for years, they are resting on the fact that companies don't want to switch away from their tools. That moat is weak. The OS is worth little, they are counting on enterprise sticking with their subscriptions for Office products and cloud services, but that doesn't have a moat either, it is easily replicated by these AI companies. Bottom line nothing they do has a moat and they are getting eaten alive by companies that actually innovate. MSFT is one of the weakest mag 7 stocks, they better get with the program.

Boys4Ever

My prediction OS no prediction. Foolish to assume one can assume to know when it comes to the market and how foolish Greater Fools will think they know

zzulus

QNX is a real time OS, that's the reason for usage in robotics.

NotGoodSoftwareMaker

You are right that Android won at the dashboard level but these days the OS of the car has been divided into multiple areas. Android runs at the dashboard level, which is a different level to QNX and doesnt have the same security certs

BTBlake

Could be due to the countless vulnerabilities being exposed around MS products and OS.