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Linux and MacOS don’t need as much antivirus software because almost 3/4 of computers are using a Windows OS. The people creating the malware just don’t waste their time creating as much of it for other OS software.
Not saying they should be replaced just that their products just aren't as good as 90s-2010 stuff. Windows OS is getting less intuitive, more cluttered and more AI integrated. Its also becoming more demanding for hardware as most of its users were still on older OS cause Windows 11 needed a lot of specs to even install, then RAM, GPUs and CPUs have double, triple in price cause of said AI. Office is still very much the same. Its the standard for all corporate and education institutions but doesnt mean there are free alternatives that work with Word docs still while being close to it function wise. I have Google and Apple ahead of them. Googles AI is pretty good and Apple hasnt bothered with it so an bubble wouldnt affect them as much.
Microsoft can't even do OS and hardware right at the moment. If you were betting on a Mag7 company to do well with AI its Google's Gemini.
They keep trying to force me to log in to their stupid ass service to run the OS I paid for. They are \*desperate\* to force me to shift to Linux. Imagine your company is *that* stupid. You have a dude who is willing to pay you $120 every few years, which is almost entirely profit, for you to fuck off and keep ads off his OS. Heck, he'd pay you $200. But you can't do it. You can't leave him the fuck alone. And he uses Linux all day, every day at work. He doesn't want to switch to it, because gaming is a bit of a pain, and multiple monitors with different resolutions is a bitch, But you don't care. You're going to force his hand. You're *that* desperate to lose his business. Morons.
I've just been buying shares, but I would highly recommend adding to LEAPS that are in the money and as far out as you can in 2028. It honestly may make more sense to be buying the in-the-money 2028 LEAPS I would not recommend to go below 2028, and here is my thoughts on that: There is still a statistical probability and chances given the high cure fraction or "cure rate" we're seeing the GPS arm of 64% that the model predicted, that event rates may dwindle down to a very minimal amount (maybe like 0.5 events per month). If the trial isn't halted for extreme success, and they continue on until the 80th event (we were at 72 as of Dec 26, 2025), than we may be here for a while until very late 2026 to early 2027. If the "cure rate" is near 42% it'll be around Q3 2026 for the 80th event (the model predicted that based on a cure rate of 42% to 48%, capped at 50%) But if it is near 64% "cure rate", what the cure survival model predicted with the unconstrained grid search at various BAT median OS numbers (and that we now know 10 to 13 BAT mOS has 80% chances of happening, and 10 to 14 BAT mOS 90% chances, with 11.4 BAT mOS within that having 99% chances), then we may be here for a while until 2027 unless there is a halt I would recommend 2028 LEAPs to be safe, go as far out as you can. It's what I would do as a deep value investor given the situation.
Thank you! And there is still a statistical probability and chances given the high cure fraction or "cure rate" we're seeing the GPS arm of 64% that the model predicted, that event rates may dwindle down to a very minimal amount (maybe like 0.5 events per month). If the trial isn't halted for extreme success, and they continue on until the 80th event (we were at 72 as of Dec 26, 2025), than we may be here for a while until very late 2026 to early 2027. If the "cure rate" is near 42% it'll be around Q3 2026 for the 80th event (the model predicted that based on a cure rate of 42% to 48%, capped at 50%) But if it is near 64%, like the GPS immune response rate is, and coincidentally around there being what the cure survival predicted with the unconstrained grid search at various BAT median OS numbers (and in particular the ones we now know there are 90% chances of happening), then we may be here for a while until 2027 unless there is a halt I would recommend 2028 LEAPs to be safe, go as far out as you can. It's what I would do as a deep value investor given the situation.
"Bag 7? Very funny. Someone clearly hasnt seen all the fancy new bloatware and the retarded AI assistant in the fresh Windows 11 OS"
There is an entire section in my post above where I went over 7 sources I compiled that has available data for AML CR2 (not eligible for transplant) median OS historically. If you're upset that the median OS predicted for BAT with 90% accuracy is higher than expected and not in the single digits historically of 6 to 8 median OS Ven+Aza, than I don't know what to tell you. It does not matter though, at the 90% chances median OS predicted of 10 to 14 months for BAT, or the 80% chances predicted of 10 to 13 months for BAT, the stratified hazard ratio will be .4 to .5. Cure fraction at 10 to 13 median OS for BAT is still 64% (predicted by the unconstrained grid search). GPS is the new standard of care in AML (CR2) not eligible for transplant. The final analysis readout just hasn't happened yet.
I connected Gemini to my Google Workspace for education and when it comes to dealing with Google Sheets it is alarmingly bad. Summarizing emails and Docs was decent. I asked it how many rows were in my sheet (415) and it came back very confidently that there were 78 rows in my sheet. Asking it to count values in a column was also not even in the ballpark correct. We have a sheet of 5000 of so Chromebooks that include Asset number, serial number, OS version and last user login. When asked to return the last login of Chromebook number 31300 it nicely summarized all the details for that Chromebook but it was all made up. It even created a plausible looking serial number that did not exist anywhere.
Thats funny, its the exact OS I asked him about
win11 is not hated. It works and is installed on more computers world wide than any other OS.
Damn, didn't know one OS project could make this much impact on stocks lol
Meta's raybans are trash because they don't have the OS-level integration Apple has. When Apple comes out with their smart headphones, it'll be much better, not just becuase of the integration and full access to apps (even the more expensive Raybans displays do not have access to any non-meta apps and likely never will) but because the Apple Vision Pro setup developers and the liquid glass ui updates have readied users for that type of HUD display
They do have that level of precision when it comes to pinpointing the target. But it's still not 100%. If all trained military personnel is given a sniper rifle, they can take out targets accurately most of the time. But if someone in possession of such a weapon in the army decides to use it to take out civilians for fun, it's not the intended purpose of the weapon. You cannot say the rest of the army should be disarmed even if it jeopardizes the country's security or say the companies selling firearms to the army should be condemned. Because again, if we want to say a company can be evil by association, everything that's associated with any government is evil, including Microsoft if they use it as their OS.
“You can see the OS drops off, after time for GPS Patients.” I’m in agreement with OP on this one, I believe the phase 2 drop off that was observed is not applicable in phase three because the dosing was adjusted to become continual. I think there is a good chance that the drop off is not happening, so we are going to see events come slower and slower.
Thank you for your comment. This very well could happen. REGAL is such a massive catalyst and all that we're discussing in terms of results, buyout, etc. has been based on REGAL/GPS, but if SLS-009 results come out at that timeline, which they very well could, it will be a huge catalyst as well. For everyone's context that is new/reading this, here is an overview for what SLS-009 is: Phase 2 for SLS-009 proved that for patients that failed Venetoclax (ABBV's drug), where they typically survive 2.5 months afterwards, SLS-009 achieved an extended median OS of 8.9 months, which is a 3.5X improvement over standard of care. Venetoclax generates $2.5B+ in net revenue for ABBV, and SLS-009 protects that by making it effective for meaningfully longer. The combo also protects it from the patent cliff. The Current Standard in Frontline for AML: Aza/Ven is 14.7 median OS With SLS-009: Aza/Ven + SLS-009 likely would be 22 to 24 months median OS In TP-53 Mutated (High Risk): Aza/Ven is 5.3 months median OS Here, Aza/Ven + SLS-009 likely would be 15 to 16 months median OS They'll (ABBV) gain a minimum of $2B in revenue from acquiring SLS-009. Exciting for ABBV because after Phase 2B, it can be approved by 2027 given its fast track approval and orphan drug designation.
What software and OS are you on? This screamed zOS in my mind.
> You don’t need that much hardware to run a web browser. A Celeron or whatever the bottom of AMD’s CPU stack is, a couple gigs of memory, and a small local disk for your OS. These days, it's all cell phones. The SoC dies are even smaller than what you need on desktops (broadly speaking), so you get more out of every wafer on the manufacturing side.
Macbook Airs are most definitely not reasonably priced. Again, you're paying a premium price ($1000) for ultra-thin and ultra-lightweight, but you're losing ports and you get a small amount of storage. An HP entry level laptop is $500, you get twice as many USB ports (both USB-C and USB Type A) AND you get an HDMI port, AND you get twice the SSD storage. Macbook Air is only reasonably priced if you're already used to Apple's premium pricing. >Until recently, the support for enterprise management, fleet management, provisioning/deprovisioning, updates management and compliance support was non-existent. This is false. Macs have had enterprise management software for over 20 years. Apple first integrated MDM into the OS in 2010.
You don’t need that much hardware to run a web browser. A Celeron or whatever the bottom of AMD’s CPU stack is, a couple gigs of memory, and a small local disk for your OS. Need actual long term storage? For a “small” monthly fee, you can have as much as you want in the cloud (charged per GB) Want to play a game? For a “small” monthly fee, you can have access to our cloud GPUs! (Charged per GPU-minute) Need more processing power? For a “small” monthly fee, our cloud server CPUs will offload that for you! (Charged per CPU-Second)
Ai gave me like 5 red flags for the post, first one: My Critical Red Flag Analysis 🚩 🚩 RED FLAG #1: Wildly Optimistic Projections Claim: GPS median OS = 97-183 months (8-15 years)[reddit] Reality check: • Historical AML CR2 patients: 8-11 months median OS • Even successful AML maintenance therapies extend this to 15-24 months • No AML therapy has ever achieved 8-15 year median OS in this population • This would be the greatest oncology breakthrough in decades • If true, GPS would be worth $50B+, not $500M market cap My assessment: This is fantasy-level projection that ignores oncology reality.
Lol, it genuinely struggles with a couple thousand lines still. Source: Colleague spent a week debugging AI output and trying different prompts for a data science related work, ended up with a patchy, buggy thing that did work. My solution took the same time, was polished and it did what was asked of it despite being simple (aka not as many bells and whistles on the visual side). (Claude AI and the JetBrains IDEs AI) AI seems to struggle with anything beyond a few lines, in my experience at least. I have a small openGL library project with a few thousand lines, tried to use AI on it and then spent a few weeks trying to debug and figure out why the rendering was all wrong before reverting everything. AI's not touching my projects again, that's for sure. For more proof that it can't do anything big: look at Windows lol, 30% made by AI and the OS has awful bugs.
My view and why I'm bearish on MSFT is: - theyre heavily invested in OpenAI. OpenAI has never made a dollar and has a huge amount of debt and their models are under performing competitors. Not a good outlook there. - Apple already partnered with Google. So Gemini will be on every mobile device, Chrome OS, and Mac. - Anthropic is winning the corporate space. In having used most major AI platforms, what Claude can do producing code or synthesizing/summarizing data is vastly better than competitors. It is also far better for personal uses compared to copilot in my experience too - Linux has gotten really good for both server and personal use. I expect to see more business move to Linux given costs of everything Yes, MSFT has Azure. But given these factors, I just don't see a bull case for significant growth.
There are a couple of things. First, microsoft already said that consumers do not want ai integration, and that hits them in 2 possible ways, either lack of trust in their own product quality (justified) or the first revelation that this type of application of machine learning doesn't really account to much. Then you have that alternatives are at their best, on consumer stuff Valve is pushing for GNU/Linux and the growth seems exponential, if still small; and on business while their OS offering may still be safe, their sevices are being attacked by things like Nextcloud and La Suite Numérique that are getting a very big push due to... ...the other major factor, distrust in usa tech providers, pushing mainly European entities but also from other places to search for independence from compromised companies, and the movement is taking momentum, making it easier as alternatives escale. If we talk about ai, there is another factor, and it is that as you mention, things improve quickly on the capacity of the models, and they only have to be good enough for the function, but there is another massive factor that may be the most important race in many fronts, the race for trust. And let's be honest, there microsoft is at its weakest, especially compared with sovereign models like Mistral. And to top it off, they've been plagued by issues both with the bad quality of their software and their implementation/forcing of slop creating algorithms in everything.
Nice. But, word of advice, if you can, just keep the fucking thing off the internet and run your own tv-box, apple-tv, pc, or whatever else. LG makes great displays that come with really annoying shitty tv-OS.
I think people need to understand that most of the world PCs and Laptops are operated by an OS owned by Microsoft. Hate it or like it, Microsoft will always be a solid company because of that. Microsoft is also one of the rare companies that generates money from different streams, not only 1. Cloud, AI, Healthcare, Gaming, Devices, Office, Linkedin, Github, etc.. It dips today but will go ATH in a matter of weeks/months. Azure is gaining popularity and also Microsoft is heavily investing in Copilot, it may not be the perfect AI now, but def. will have its own plan and people will be "forced" to use it. Just like how Google did with Gemini in their applications. TL;DR - Microsoft will always be Microsoft
Palantir saves lives, both on the battle field and in hospitals. So all you uneducated haters can keep spewing your BS but Palantir the backbone and OS of a.i is here to stay and flourish like no other company in the history of mankind.
Mac OS was developed for people who didn't know computers and didn't have six months to learn all the commands to make the computer function. In the 80's and 90's, that was a great selling point. These days, everyone is computer savvy, and Apple's attempts to distance themselves from Windows only hamper the interface rather than enhance it.
I always considered them pretty strong with their control of OS for personal and business. But I guess as more software becomes licenses and web apps, their throne is eroding underneath them as people are less dependent on compatibility with windows.
More bearish people are the better discount we can get. MSFT has Windows OS, for clients, for servers. They have Azure as well. It's enough to have dominant position cause big companies relate heavily on it and no Macbook ecosystem is not better than Microsoft. Office, Edge, Sharepoint, Onedrive, Teams, other tools. They are wery well integrated and it's hard to replace it.
Personally, I feel Microsoft has the biggest upside when it comes to AI. Why? Mass AI adoption at the corporate level is reliant on cross platform integration, as in, I get an email, check the content, open Word/Excel, write something, send it back out. Microsoft is the only company that owns the OS, browser, email server. They are in the best position of all the AI companies to capitalize if they figure out cross platform utilization.
Not long ago MSFT was investing in OpenAI when they had an advantage in AI LLMs and hype. Since then, Google and Claude have taken over. OpenAI seems to be struggling with its image and keeping its advantage in AI. Nvidia's confidence, Apple selecting Google, and even Microsoft seemingly breaking off to develop its own AI and that leaves Microsoft with what? Trying to develop its own LLM late to the game?, No more leaving AI partnership? What about Microsoft is exciting? The OS isn't great when compared to Apple's they have also killed Xbox, every program they make is widely hated and the development of AI like Claude means SaaS is going to see some heavy competition in the upcoming years. So I ask you, what is there to be excited about at Microsoft? Cloud hosting and productivity make up a large chunk of their revenue. I have no doubt cloud is fine, but more and more businesses are moving away from M365.
I’ll say what needs to be said here: Microsoft sucks, everything they do just sucks. The OS, m365, hardware, Xbox, Authenticator app. Everything. It’s all just broken or annoying to deal with or requires you to log in 400 times. Sure they make cash with cloud and the bajillion boomers still subscribed to m365 in the corporate world. But people know Microsoft sucks. That’s why it’s valued low.
- Google is probably the most threatened by AI, yes. I agree with you there - AWS will always be in the supply chain because it provides the infra for compute. Google is a competitor. It is not a replacement - Microsoft is more than Office. It supplies the OS to almost every enterprise PC in the world. How are LLMs going to replace Microsoft when they have nothing to do with OS? - If we knowingly prefer AI generated content over human interaction, it's not the downfall of a company like Kodak or Blockbuster. It's the downfall of society as we know it - we're all gonna be introverted otakus
Most companies are not dumping Microsoft OS nor the ecosystem. It would anyways take 10-20 years for many companies with large budget, which they don’t have.
LoL Windows is trash. Nothing but fake news and praising the emperor. New OS time.
Samsung is not “superior” that’s just your opinion. Both make good phones and play it safe, it mostly depends on which OS you prefer, though to be fair they’re becoming more and more similar in that aspect as well.
They own 60%+ pc OS market and azure cloud they are fine as long as internet exists
We've seen this headline a million times. Europe is building its own OS. It's own social networks. It's own media conglomerates. It's own everything. They'll pour a bunch of money into something and it'll be on life support for a few decades. Meanwhile everything in the Western world runs on American everything. Microsoft, Meta, Apple, Google, and the next 50 most important tech companies are all American. Payment companies are pretty much all American as well. If you're looking for innovation outside the US you must look at Asia and Latam. Not Europe. And they will continue to be. The economy of Europe has been in a near coma since shortly after WW2. I think that's fine with Europeans. They want to relax and that's okay. But don't pretend you're a continent of hard workers at the same time. Commit to it. Everyone who wants to grind like NY and Silicon Valley move here to do so for a reason. It's part of the culture. Oh and we pay a fuckton more too.
Only thing that matters is watching the a.i operating system ( OS) Palantir prove all the ney sayers wrong. They are only focused on a tiny fraction of their contract with ICE. Palantir does not control the behavior of ICE the leadership does. Every tech company in some way is involved with the DHS so do we trash, MSFT, ADBE , APPL, DATA BRICKS etc etc or just Palantir? Just shows how stupid people are.
The OS is not the focus for now, digital sovereignty is focused on softwares and infrastructures currently
You’re thinking short term, can the EU switch immediately? No. But the EU investing into a secure OS to replace anything MS including Office will eventually create competition and that alone is cause of concern to Microsoft. They may not lose contracts now but will in the future, long after Trump. It’s not that they will immediately abandon the US but alone the fact that they’re intending to with actual steps in that direction is cause of concern. The long term effect Trump will have on the US relationships with the rest of the world is more than likely going to last much longer than his presidency
This is not about Windows as the OS yet, this is first about the MS cloud or Azure, then about the Office stack and maybe then it will be Windows as an OS. It is not going to happen overnight, but there is a visible push in that direction
I didn't mention a single Windows program. I mentioned Windows, the OS. As someone who works in cybersecurity, good luck with that. Russia and China have both been trying for decades, and StatCounter reports them both as having >50% as Windows.
Meh. All of those programs and OS have alternatives. There's not a single Windows program that isn't replaceable.
Teams, office, copilot, Azure, are all replaceable and have direct competition that's available outside of the U.S. The OS, not as easily.
According to StatCounter, Windows is the leading OS in the EU at 34.8%. - #2: Android at 29.11% - #3: iOS at 19.22% Needless to say, the EU isn't getting rid of Microsoft, much less U.S. companies anytime soon unless they're okay going back to the dark ages.
I am not its just as far as things go the way the market is moving, what are they adding to the economy efficiancy wise , I mean they are a one stop online shop and thats been in place for decades now. I mean I am sure they run a effecient operation Bezos is famous for that. I am by no means and expert, but to me Amazon is the dotcom era and its a survivor of the dotcom era. Its a bit like getting excited about Walmart for me, its part of the current landscape but its not the future. I am far more excited about AI hardware + software and by the sounds of it AI is energy thirsty, so the energy sector needs looking into. Whether it will deliver its another story, but AI as it stands currently hugely exciting, at the very least intuative AI integration into phone OS. And thats the small step and I think the world is betting on AI for productivity gains because the current govermental political structure is leading towards a serious fiscal cliff. One buisness leader litterally called AI a saviour(as of yet unprooven). I mean things are getting so serious that I think there is a quiet call now to curbing this thing we call democracy by some in the buisness community. It is getting serious we are not there yet. But goverments cannot seem to keep their books in the black at all. If you remember a dood called Thomas Malthus at the beggining of the 19th century saying we are stuffed due to our growing population but he was prooven wrong due to technological progress. I think its hopefully gonna be the same story with the continual monetary expansion, low interest rates and never ending debt and defeceits. A day of reconing is approaching, US central bankers are warning of a term fiscal dominance is approaching in terms of their ability to control inflation trough interest rates. The old quantative easing gun of the US govt looks like its running out of ammo.
Same, it's so well integrated into Google's vast ecosystem people are already using their AI and don't even know it. Android has 71% of the market share as the OS for smart phones, and Chrome has an even bigger 76% market share on computers
MICROSLOP DEAD CAT BOUNCE 🤣🤣🤣 imagine you smooth brained monkeys who bought calls, enjoy the loss EOD xd, horrible company with horrible software with a HORRIBLE OS.
PLRX but it's a long play. Institutions have been buying it up with 4 new disclosures since Jan 30th. With Institutional and insiders, the OS is about 90-95% locked up and they have ~270m in cash so dilution is not a huge risk. They have phase1 trial data coming up and ER is expected around the first week of March.
And he ripped off the old CPM OS and called the repackaging MS-DOS.
isn't that how it happens everywhere? bill gates said he had his OS ready and sold it to IBM, but it didn't actually exist and had it created in time for the contract delivery elizabeth holmes wasn't as lucky
Anyone holding FGL through the rs? 322k OS after split.
Ah I see. I guess since I use Claude code and I could do it anyway I did not think it was a big deal. Anthropics virtual environments that run code generated by Claude desktop and online Claude are really good too. The problem with taking it to the next level to have directory level access by Claude or any other third party is they suck at locking it down securely. I can see way better (convenient) native OS solutions from Apple and Microsoft. I have been buying both as they dip. Would probably still buy anyhropic ipo too though
The U.S. just banned Chinese software in 2027 model year vehicles and Chinese‑controlled hardware by 2030, forcing automakers to rebuild and certify entire vehicle‑connectivity and ADAS software stacks. Like you mentioned, BlackBerry’s QNX real‑time OS is already in over 235+ million vehicles and is the de‑facto safety‑certified OS for ADAS, digital cockpits, and domain controllers, with ASIL‑D pre‑certification and integration into NVIDIA’s DRIVE ADX Thor platform. The rule explicitly targets “covered software” like middleware and system software, and QNX is a trusted, Western‑origin OS that automakers can easily prove is Chinese‑free in their annual compliance declarations. The company sits in a sweet spot as OEMs rush to replace Chinese‑linked software under tight deadlines.
windows is the biggest piece of shite software there is. my computer is slow as fuck after upgrading to this trash OS.
I hear and understand your point, but I don't agree with it. I expect the AI wars to be browser wars 2.0 and Microsoft didnt do so great with IE and Edge despite winning the OS wars and pushing their tools hard. People, especially companies, will move to the best tool, not the embedded tool. Asking Copilot to process and summarize a spreadsheet vs Claude is laughable. Claude does a significantly better job. I also expect Microsofts general moat to erode. Linux distros and ChromeOS have become sufficient for most use cases and we will see adoption there as costs rise.
What direct competition? In automotive, it's largely been if the auto companies want to build it themselves or not. Most have seemed to fail, now BB needs to execute. The timeline has dragged on, but I don't really see a direct competitor that can bring edge computing in an OS into the cars with the same level of safety and reliability.
Depends on what exactly you’re talking about and which segments. In the consumer space, people have more options but office is the default with google right behind. In the enterprise space, if we are talking Server OS, MS is losing market share to Linux. If we are talking enterprise applications, depending on which segment MS may or may not be the leader/default choice.
Chromebook if you’re a student. No real enterprise is defaulting to Chromebook in any real amount for their primary OS unless all they need is a browser and nothing more.
People don’t know what they don’t know. QNX could become the gold standard OS for all modern (autonomous) vehicles, pacemakers, anything that an exploit could turn it into a weapon against the user. The market is certainly there, and 1 company will likely dominate until they are eventually exploited(it’s a when not if).
Thanks for the roast guys. I put "for the sake of argument" for a reason there. If we are talking about Microsoft ever loosing a monopoly it is obvious that it would take a lot of time, people and money to happen. I'm just pointing out that Microsoft is giving all the reasons, for customers to think about looking away. And of course it would only be enthusiasts niche people/firms that would do that first. There is no viable corporate substitute of Active Directory for this day. Can this be solved if EU will start throwing money at this issue? Who knows. Lot's can happen in 10-20 years time. Internet Explorer was also the only option, until Chrome, Firefox and Opera littery killed it and made Microsoft start from scratch leading to Edge browser. Also Linux userbase has grown approx 40% from 2024 to 2025 and is currently at all time high. Mac userbase has grown a bit as well. Chrome OS also gaining users and is actually deployed in my kids school laptop and managed with Active Directory. As for the gamers - some of you consider that for a joke, but if it wasn't for the competition in gaming industry, there would have been no development of GPUs, leading to NPUs which are powering all the AI industry out there now.
Microsoft 365 with Entra Captive ecosystem, standard for most midsized and large businesses around the world. Huge market share of SMB’s too. No direct competition for the whole ecosystem including Windows endpoints and strong support for mobile devices. That’s the moat. Everything else builds around that. If we’re in Microsoft with Entra, then lets stick to Azure to simplify compliance and access control. Now where do we get our AI if we need governance and control over our data? well lets pick the one within our existing platform even if its not perfect. It’s a massive competitive advantage. Google and mobile device OS may have challenged that position in 2008-2012 but now their hold on the business market is stronger than ever. The only real threat is Trump scaring away other countries about data and software sovereignty.
You're replying to a comment that says people are missing the big picture... and you're focused on Steam OS and desktop gaming? ... What?
Windows dying, lmao. What is it dying to? Mac OS? LINUX? People are getting more computer illiterate, these motherfuckers who don’t even know how to use the Task Manager aren’t going to be figuring out Linux.
For the sake of argument - MSFT position is probably weakest for couple decades. Reason? Sloppy coding caused glitches. Privacy. Horror update stories. Memory hoarding bloatware. Force obsolescence. The list keeps going on... It's been going so bad that Linux is starting to gain momentum. Steam OS, based on Linux has played a significant role, making nearly any PC game playable in Linux, and even running better due to less bloat. * [**Steam Survey**](https://store.steampowered.com/hwsurvey/Steam-Hardware-Software-Survey-Welcome-to-Steam?platform=combined&ref=itsfoss.com)**: In terms of desktop gaming, Linux has a market share of** ***3.58%*** **(Arch Linux, Linux Mint, and Ubuntu as the top three) when compared to** ***2.18% for macOS (OS X) and 94.23% for Windows.*** EU also expressed interest in reducing US software dependency and theres growing momentum for goverment use of Linux because of that as well. This would lead to growing financing of development for Linux native software. There are currently cases of parts of government switching to Linux in Denmark, France, Germany, Estonia. If Microsoft will continue being this sloppy, it will start loosing it's moat, due to desperate need for something better, and to be fair - the first steps are already being made.
The whole operating system is terrible and gets worse with every iteration. I can't even figure out how to get Win 11 to show me recent files, and the search feature hasn't worked since Win 10. The most basic functionalities of an OS are a nightmare.
Not who you asked, but Office, Teams, and Windows. You can use Zoom - but then you need an OS and an office suite. You can use Google Workspace - but then you need an OS. You can use macOS - but then you need a functioning office suite and enterprise comms. MSFT is a one-stop-shop, and you can manage everything easily.
Apparently, neither do you. Microsoft is diversified among many things beyond OS and Office. 🥴 Cursor is built on VS Code (Microsoft proeuct), they also own Github. And you didn't even mention Azure, which is one of the largest compute providers...
I think MSFT will go to $30. 1. The Win11 desktop experience is so bad. Nobody needs to put up with it. User doesn’t get to decide whether to update the OS at the welcome. User cannot decide which Microsoft account to use at a later time unless you picked an enterprise version. Windows isn't even it's own department within MSFT, so a VP can't fuss about it having become a subscription sales platform, or raise a fuss about the last recalled major service pack and the update hell it caused. If MSFT loses the desktop for developers, which they mostly have lost, what next? 2. It's tie-up with openAI is about to get expensive, with Elon suing to prevent an openAI IPO. Not only will the legal discovery be so damaging that the SEC will follow up with an expensive investigation, MSFT will unable to realize the gains for their shares. 3. Majorana quantum is a hoax. It is bad science, won't work, and nobody can buy one. The stupidity of trying to sell that is amazing. Majorana was a stock pump stunt that the SEC should investigate. 4. $37.5B CapEx expenditures deserves an ROI audit. 5. Decelerative Azure growth, under pressure from Google and Amazon, slid from 40% to 39% in this quarter. 6. In a 2026 security environment where Microsoft opens up a user or company to a list of zero day exposures, does anyone take step back and ask if there is any other way? There is, and companies are choosing them. The answer is not MSFT subscriptions or Azure DNS.
People clearly have no idea how tech works. Microsoft is slowly losing its edge, all of its office suite is getting replaced, its chatgpt investment is up in flames and its cloud service is nowhere near googles or amazons. The only product that microsoft has true dominance is windows OS but even that is getting replaced by linux in enterprise and chromebooks started running their own OS. Finally minecraft is slowly losing users and the company as a whole is not growing quickly in any particular area.
why? im obviosly not saying it happens overnight, but it doesn't seem unlikely that work moves towards prompting agentic systems rather than manually clicking around a clunky dumbass microsoft OS that everyone's hated for a decade now
When AI codes an alternative OS that's vetted and tested by other AIs. That's the day Microsoft's moat collapses. Still a few years off though. Office suite might be the second last moat that AI will eventually overcome first.
So,... governments are looking at how to replace their dependencies. Linux works great as an OS. Just about any software in a web browser is portable. Hardware is much harder to replace. Software is not that hard. Huawei? For network equipment? The original post was about Microsoft anyway
Agree, especially the last sentence. They’ve demonstrated again and again how poor they are at technical execution. Recently Copilot and Windows 11(poor/tasteless AI integration and constant updates breaking the OS). Even if OpenAi was absorbed into Microsoft, they’d find a way to fuck up ChatGPT.
Tried that with multiple companies. Espo, zammad and the like look good on paper. They take up major internal Engineering ressources and operarional folks hate them. They want clean ux, low maintanance backend and clean data trails. OS fails in all these regards and we eventually went all in with hubspot each time. At this point, when someone pitches OS CRM in a business I strongly advise against it. The hidden costs are too high.
No market substitutes? Gsuite replaces office 365 Slack for Teams AWS or GCP for cloud PS5 for gaming Mac for OS I'm not in this space, but I'm sure there's other device management software to replace intune. The big benefit is Microsoft can offer all of that in a bundle for corporations, so it's hard to swap out since you have to piecemeal all of it. (Not Xbox/gaming of course)
How is the physical value going up? You can buy an ounce at any of the big retailers for a little above spot with their markup, as usual: https://sdbullion.com/1-oz-silver-rounds-new?_gl=1*9wyvb2*_up*MQ..*_gs*MQ..*_ga*MTE2NTM1NzM3OS4xNzcwMzM2MjEz*_ga_DWEH7P4F4K*czE3NzAzMzYyMTIkbzEkZzEkdDE3NzAzMzYyMTgkajU0JGwwJGg1MDU2ODkwMDE.&gclid=Cj0KCQiAnJHMBhDAARIsABr7b876o-FX3AEtjA_xESNW701qX1v53ArCW0ZnR56jEMF8eagRYtQReooaAnwjEALw_wcB&gbraid=0AAAAADryeg5YX6soPabkEDdvFnBp89h03
As a former server jockey, LMAO. Your developers are never going to fuck up a deployment that requires a hard reboot because their code caused a memory leak? Never going to need to reload the OS because your brilliant coders thought they didn't need that pesky /bin folder? RAID controller batteries will never need a replacement? Never gonna have a bad hard drive? No upgrades to server hardware? Never going to have a server just fucking decide that today is the day it breaks? Buuuuulllllshiiiit! Also let me just say that people don't understand how big a data center is. One datacenter I used to work at took up an entire city block and it's one of the smaller ones, is Elon going to launch an entire city block into fucking orbit like he's fucking Magneto lifting Asteroid M? No, he fucking isn't. Even if you got this space datacenter working, the capacity would be so small it would be a drop in a bucket of the needed computing power. These lies are only believable if you don't know a fucking thing about how a data center runs on a daily basis.
Maybe. All distros of Linux have less than 5% penetration. Zorin download counts do not translate cleanly to installed market share. The question is why splinter into another OS instead of getting behind one of the established variants?
It's hilarious that r/wallstreetbet regards are here asking if Alphabet who has: * $99B in cash & cash equivs * 7-9% of SpaceX (IPO valued at $1.5T) * Youtube (by itself makes more than Netflix with a fraction of the operating costs) * Pixel/Nest/Chromebook line of products * Google search ~~monopoly~~ duopoly with Bing search! * Internet advertising duopoly with Facebook * Mobile OS duopoly with Apple * Browser duopoly with Firefox * Mobile payments duopoly with Apple * Deepmind/Gemini * Gmail, google business profiles/reviews, G-docs, G-Voice, G-Suite, G-earth, G-maps, G-travel, financel, news, scholar, chat, and a gazillion other services * Google cloud and cloud services * A whole ass investment branch * Waymo which is ahead of Tesla in robotaxis rollout and uses superior tech. * A huge fucking cashflow >["""We have reached the phase where they’re spending more than they earn a year!!!"""](https://i.imgur.com/sBAfP4E.png) This is the same place were folks have to take out student loans to YOLO into SPY puts and PYPL 0DTEs. Like go get the fucking fries.
I kindly disagree. My analogy still sticks. AI isn't stagnant like Windows, where we wait years for a new OS; it's evolving constantly. As long as businesses and consumers demand faster, deeper insights, the semiconductor 'arms dealers' are in the driver’s seat.
It's already started. [https://www.pcmag.com/news/linux-just-hit-a-big-milestone-in-the-desktop-os-race?test\_uuid=04IpBmWGZleS0I0J3epvMrC&test\_variant=B](https://www.pcmag.com/news/linux-just-hit-a-big-milestone-in-the-desktop-os-race?test_uuid=04IpBmWGZleS0I0J3epvMrC&test_variant=B) Initiatives like Zorin OS are making it much, much easier for Windows users to move over. I also think the arrival of Steam on Linux has done a great deal to make Linux more appealing to consumers. We're probably one big recession away from business and government users - especially in Europe and Asia - abandoning Windows in favor of Linux just to get away from the Windows tax. That's also going to impact Office.
Bill Gates should be imprisoned more for creating the dumpster fire that is the Windows OS than for fucking some kids.
Not small minority in wealthy areas. Noone wants spyware, bloated shit on their OS. This is what I’ve observed. In poorer locations in my area use Windows while wealthy businesses use Macs. This includes medical facilities and everything else. Google Workspace has over 3 billion users compared to Microsoft’s 450 million. Google is the market leader. Even Microsoft employees use Macbook and Windows market share is declining fast. Google dominates the classroom. Students use Google Docs Companies like Uber, Airbnb, and HubSpot run on Google. Google's "real-time collaboration" is still considered the smoothest. Ten people can type in the same document at once without the file lagging or crashing Google doesn't just provide software; it provides a way of working that is cloud-first.
(14 year MAG7 industry vet, principal architect) - it's great at grunt work. OS ports, C++ version upgrades, test suite coverage, etc. It's shockingly useful at debugging production if you feed it telemetry, logs, memory dumps and code. It's probably useful for 60% of the coding and debugging work we do and that's a huge productivity boost. But writing code is probably 30% of what a software engineer at the IC level does. So the doomerism is kind of missing the forest for the trees. I think some of this is just people not having a mental model of what a contract coder vs. web developer vs. software engineer is. They're not the same. We also haven't seen significant downsizing. We already had 50% more work than we had people to do so this isn't so much the death knell as acceleration and cost reduction in high quality enterprise software. It wouldn't shock me if tech debt is reduced, quality is improved and pricing improves - but margins will also improve because of productivity gains.
MSFT is an obvious value trap, everyone will be vibe coding their own OS in a couple weeks tops.
Until desktop computers and laptops are no longer a thing, Windows and Microsoft will be around forever. It’s not debatable. Mac OS, Chrome OS, and a random Linux distribution are not changing that fact.
Short answer: the business world. So many have their company data living on SharePoint/OneDrive/Azure Files. Imo, Google's mobile OS market is not a threat to this.
i don't think he missed the point at all. i think you're missing the point. microsoft's OS is in billions of computers worldwide, none of the companies you listed provided remotely close to the level of value to the world microsoft does even if you combined them (whether u like the products or not) and this is all before they even have any sort of worthwhile AI product for regular consumers
feels like when IBM said "hey we are launching OS/2 and it will dominate personal computing!!"
*I think its important to clarify this is just the federal government of France no longer using it for official govt matters. The people and businesses in France will still be using it openly.* Not if the government makes that illegal. Which they could certainly do. Then what? The reality is, this is the greatest threat to Microsoft's OS, apps and now cloud business they've seen since probably the 1990's. And it'll really threaten all US-based software and SaaS companies. Not just because they'll lose European customers, but because those European customers will look to either European suppliers or to FOSS solutions. Which will then allow those solutions to grow, evolve, and begin to provide competition outside the Eurozone. If Europe phases out Windows in favor of Linux it's pretty much over for Windows as an operating system, on the client and the server side. The rest of the globe will rapidly migrate away. Why pay the Microsoft tax, even if you're in America? (This may be coming sooner rather than later even without Europe mandating a move away from US based software. Linux has been slowly catching up to Windows when it comes to desktop functionality for a couple of decades. The whole Windows 11 debacle has been enough to prompt millions of users to switch, and it's never been easier. Again, why pay the Microsoft tax. I think Office is under even more threat than Windows though, since it's been even more screwed up over the past decade than the OS, and users hate the subscription-based model.)
I strongly disagree. Microsofts cash flow is robust and they arent going into risky debt to fund OpenAI like Oracle is. AI is the future, its undeniable. MSFT without OpenAI would have no AI model for their browser and search. Building another model from scratch in house would equally capital intensive and they'd be way behind. Owning a huge portion of one of the two leading AI models being developed is the best investment they can make and ensures their Windiws OS and browser search are primed with the most competitive AI models to stay relevant. Not to mention they were an extremely early seed funder and their initial investment has already paid off massively given OpenAIs recent market valuation of 500B. Microsoft has invest 23B so far in Open AI and their current 27% stake in OpenAI is already worth 130B. Its the biggest future growth engine in their software portfolio, would be insane to divest.
I'm excited about Android for desktop as they can really start to take it to Microsoft if they have a good desktop OS. Running on x86 i'm hoping they can come up with a good emulation setup for windows apps. Also waymo is a massive wild card that could revolutionise transport on a global level.
I literally can’t remember the last time Microsoft released a product I was excited for. Every OS is forced because my old one ran out of security support. And each one gets worse and worse and leaves me asking who the hell are these features for?
MSFT will fail just like kodak and nokia. Microsoft will collapse strategically because its advantages are being erased by commoditization and Linux’s success: Linux already dominates servers, cloud, containers, and developer stacks, making Windows irrelevant and stripping Microsoft of OS control, while cloud and AI turn into low-margin utilities that demand massive capex just to stay competitive; as open ecosystems gain mindshare, regulation weakens bundling, talent drifts away, and cash flow flattens, Microsoft’s scale becomes inertia, leading to a rapid loss of relevance and platform power long before any visible financial failure.
Whether it's a Windows perm license or Azure cloud - it's all MSFT. Wanna know a secret Nancy? Azure can only "host" Windows OS - and at 20% for hot and cold storage who wouldn't wanna use it? heh heh
I used ChatGPT a year ago and when it got a math problem wrong, I got out and never returned. What do you mean fail? Apple is on the verge of integrating Gemini on all of their hardware and Google owning Android is on it’s way there. Boom you literally have billions of people with the two of the most popular OS using the same AI. Gemini is unstoppable. Meanwhile OpenAI losing billions will go the way of MySpace. Finito. Altman will be Bankman Fried.