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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.
I'm probably regarded but here's what 12 years in software has taught me. I've worked with people in silicon valley all the way down to conspiracy theorist Bob who somehow is doing java but used to work on excel macro's. **The hardware cycle** is a bubble, people are just playing it as long and tight as they can and trying not to get caught. Everyone knows that. Jensen knows it and has been branching into a million other things. **LLM's** \- Will get slightly more accurate and slightly "better". They are never going to be trusted to manage systems or do anything overly complex or long winded. Its a productivity tool. They may be used to do non critical units of work that normally may be annoying to maintain using business rules. Image processing. Data extraction. Inference. etc. (More on this below) **SaaS Bubble** \- Wallstreets fear comes from Anthropic's claim that they can create entire production systems in a day or something silly. Microsoft's CEO was spouting off some similar nonsense that no one understood. The thought here being commonly adopted by most is that we are going to have fewer developers/more output/more competition. Thus less money. Thus revise the company earning multiples. **My Take:** We first need to understand the role of software in business's. It's strictly an efficiency and money driver. Companies WILL NOT switch tools if it first doesn't meet its needs, if its buggy at all, or if it provides incorrect answers or friction. Which is why AI will rarely be used as the primary tool in most business software. Business software, has rules that fit very specific guidelines that HAVE TO FUNCTION, a very specific way. Will AI allow other companies to infiltrate existing SaaS models by quickly creating competing products? - **Yes and No** \- There are some industries so annoying and complicated the reason why they haven't been breached up to this point is because the domain knowledge necessary to create a competitive product requires hiring a pretty large team of people. Get investors. Use other SaaS products to get lift. Etc. Does this 200-400B dollar SaaS company, with veteran engineers have the capabilities of using these AI tools to integrate "value adds" to their existing software, and bridge into other markets through acquisitions or projects - Or - Is the common man too powerful now and they are doomed to be the next general mills. Broadly I think the SaaS evaluations were too high, but with the 50+% sell off on business's with zero structural issues. I'm buying it all. The AI doom thesis by wall street is literally speculative at this point. If you want to hedge get the software that the "replacement" companies have to buy in order to create competitors. Security, Data, OS, Automation, etc.
They will definitely be losing a lot of customers. I mean they already are, look at any OS marketshare chart and look at how Windows has been slowly declining for nearly 2 decades. People are moving to Macs, Chromebooks, and with Linux getting even easier to install and use, Linux is going to start taking over. My YouTube is suddenly filled with people complaining about Windows 11 and then trying out some sort of Linux distro, I genuinely believe Linux will see a huge rise over the coming decade. I built my first gaming PC over Christmas (As a Mac user, I was partly excited to try out Windows again having not used it since Windows XP) and realised Windows 11 really is awful, then found out about Bazzite which is basically just SteamOS. Found out I don’t even need Windows, I didn’t even get around to paying to activate it. With Bazzite and the Steam Machine on the horizon, that’s PC gamers sorted. Then you’ve got countries like France creating their own distro with GendBuntu. China, South Korea, India, Germany, Denmark, all migrating to some form of Linux in some capacity.
I can't see how msft isn't. It's the most widely used OS in the world isn't it? It's not going anywhere. I just don't know what to do with my April17 500C anymore. They're worth like a dollar now 💀
Is AI gonna replace windows OS too? How tf?
Just add the ability to make phone calls and a larger touch screen to type things and maybe have an OS, and remove those buttons and the knob
And online updates, invasion of privacy, the OS tryin to guess what you want to do instead of letting you handle it
1.44 mb floppies. I think it had 4 or 5 discs. Such simpler times where a new OS install didn't require a TB update before being able to configure it
I heard the same about Sears, Bear Stearns, BlackBerry, etc. I'm not anti-MSFT, in fact I like them quite a bit. I'd just caution away from saying that anything is 100% safe. For example, imagine someone develops a computer replacement with, say, a helmet that connects directly to your brain or AR goggles that obsolete their Windows OS and Office products. That would cut 35% of their revenue. It's also possible that Google, Amazon, Apple, or one of the Chinese replicas could make some massive investments or innovative products that replace MSFT's server products. That could kill 40% of their business. I don't think any of those things will happen. I'm just throwing out wild ideas that could conceivably make MSFT the next, IBM or GE....a former giant that's now a shell of their former selves.
Tech ricing in the fact you can vibe code your own OS
At some point, they will stop doing moronic things that interfere with basic OS functionality like file managers and even turning on your computer in the name of AI, but until they do that, they’re uninvestable in my opinion.
Microsoft is loosing Home market share across the board (OS, browser, gaming). They also spiked new adoption of windows with stringent hardware requirements. Other MFST rumor is Azure Cloud Service adoption was triggered by large corporations leaving AWS due to Amazon moving into the sale of physical items. This may mean the future growth of Azure Cloud Services will be limited.
MSFT ain’t going anywhere. So many contract deals with government, cloud spend, and oh yeah, one of the most used Software OS and Productivity suites on the planet
MSFT in the shitter. Good thing we have so many different OS products to use instead of them. Where can I buy Ubuntu stock btw?
Yeah, that's a reasonable argument. I can see some European countries trying to distance themselves from American companies due to Donald's comments and attitude towards the EU. As for steam they have their own OS now and are making their GabeCube. So I completely understand the push to get more people on their own OS. Both cases those make logical sense, but I do think most bit companies aren't going to move away from windows and office.
That may be true for their OS, but look at what is happening to their services, which are the core of their revenue. France is dropping teams, Airbus dropped copilot 365/office, Germany is also moving away from their services, etc, etc. Of course microslop won't disappear, but they no longer have a moat, and with every bad decision by themselves and the government of the country they're from, their position erodes, and it is gaining momentum. On a less significant note, but also as an indication, look at the push from Steam, THE gaming company, to leave windows.
Only if you by manufacturer and not OS which puts apple clearly towards the bottom. The majority of phones sold are not apple.
No one needs Microsoft? Legit 95% of the corporate world runs off Microsoft 365 in it's entirety, the other 5% still uses their OS at the bare minimum.
Any idiots out there that want to sell me the a.i OS that will be powering the universe on the cheap? Talking about Palantir.
Mac OS market share peaked a couple years ago. https://www.statista.com/statistics/267018/global-market-share-held-by-pc-vendors/
MSFT is a licensing company. If it wasn’t for their software and OS, they wouldn’t even be in the game.
The reason it's under $4 is due to all the warrants exercised. They've executed most of those now. I don't have the latest numbers but it's a fraction at this point. This could be a game-changer of an oncology therapeutic for a complicated cancer, Acute Myeloid Leukemia, and specifically for people after remission and who can't have a stem cell transplant. The current BAT (best available therapy) for these people is literally poisonous in terms of the side effects and the median life extension is 6-8 months. SLS' GPS Regal trial stopped taking registrants in April 2024 (almost 2 years ago) and approximately 50 people are still alive of the 126 participants. I suck at math, but most people can see that the BAT did not suddenly get better and the reason people are living longer is most likely due to the GPS' success. We won't know for sure until the study is un-blinded at 80 events (deaths) but all the signs point to success. Unlike other pharma trials where there are multiple endpoints. The primary endpoint here is survivability. Grok says: "This 80-event threshold was adjusted from an original higher number (105) based on updated assumptions during the trial, providing at least 90% statistical power to detect a hazard ratio (HR) of 0.636 for OS. That HR corresponds to an assumed median OS of 12.6 months in the GPS arm versus 8 months in the control arm (best available therapy), which would represent success if achieved with statistical significance."
Google i/o in May could be interesting. Intro of "Aluminium OS" could take a fair chunk msft hardware sales & enterprise licensing
I'm in $BLLYF. Not by much though and might add more. Yahoo says that they have 4.97B OS so almost 5B. I do like that they aren't drilling so it's less risky. I read someone say that they are one of a couple people with actual licensing to drill in Greenland so companies need to go through them first. Benefit without doing the labor, a good niche.
The odd thing is that Microslop didn't want to focus on what their consumers want and are paying heavily for it. Yes their business units are fine because it's been efficient for decades and I absolutely no idea what went into Satya Nadella's head shoving AI down consumers and even developer's throats. Their gaming division is basically bleeding money and the hardware side is just non existent seeing how retailers have flat out given up and refused to carry more stock while trying to offload the loss. Then with AI they are screwing up the OS for many personal computers to the point of having critical bugs that pretty much locks up and can't boot up. The way I see this AI unfolding is real messy and not pretty once the music stops playing. Companies at one point need to show real applicable value added when money isn't printed in as fast as they would like it to be. All I see is because money has been moved from these big tech players people see that as somehow value already to their company which I can't understand why people don't see that and suspect the government has a large hand in that.
Until apple pulls support for the OS. Which is 6 years if you're lucky.
Yeah I think you're right. There is a small shift, but how those things iterate. If they improve QoL that would go a long way, but to really drive people to an OS you'd need to do something the others weren't and was considered high value by the consumer. Not sure what that would be. It's definitely not AI driven OS imo, as windows 11 reception is showing. I do wonder what the next killer feature will be.
Of course. The guy talking about AVX2 is retarded. H.264 codecs will run HD videos just fine. An old MBP can't update the OS and so can't update browsers which in turn make them incapable of doing the same.
People are becomming more regarded everyday due to outsourcing brain use to LLMs, and you're worried these same idiots are going to swap to Linux and set up their own configs? The average person does not want Ubuntu. They seem to want windows and mac. Even if they make a distro that is closer to the bloated mainstream OS's they still have a lot of ground to cover. Not impossible, just incredibly unlikely imo.
Innovation isn't always about the pure parthenogenesis of an idea. Excel had the first intelligent recalculation engine. Windows 95 had the first task bar, searching and other features that every other OS inherited for the next three decades and counting. Active Directory which had already become industry standard by the time Azure was created, was the first user-directory management service to be integrated WITH the cloud provider (azure) thereby merging on-prem and cloud environments into one, as opposed to relying on networking hacks. AWS (the pioneer of the cloud) copied that from Microsoft later with AWS outposts. So "MS has never been that good at creativity and innovation" isn't actually true. And this is coming from a massive microsoft hater by the way.
The OS does not determine the life span of the computer, it's the hardware that does. You can change and reinstall an OS as many times as you want, it's not gonna impact the life of the machine. If you buy a shitter with shit hardware it's not going to last long. Macbooks are expensive for a reason, and any PC with equal quality parts will last just as long, and generally perform better too.
I bought my Asus Vivobook 14 S a few years ago for around $650, OLED screen, milled aluminum chassis, it ticked all the boxes I would've expected from a super premium laptop at the time except for performance. It had a good CPU, i7 12700H, but no dGPU. I was super happy with it at the time. Now I have some FOMO because every new laptop has 3x the battery life. I may upgrade soon simply because that battery life difference is a life changer. Honestly I'm not loyal to an OS, although I do prefer Linux and Windows simply because I like the option of playing games.
I have windows laptops from 2009 that can run all the software I could ever want for productivity. My wife's 2012 MBP can't install SHIT because the OS is outdated and won't run a ludicrous number of programs. They don't support updating the software on old hardware which makes it feel pretty fucking bad. A **2018** Mac mini can't upgrade past Catalina. LMFAOOOOOO
Mac OS also doesn't shove ~~edge/copilot~~ safari/siri into your experience. Can't think of an OS X update that annoyed me either. Macs are still just a high price point. Many people would prefer to make a single purchase that will last and be dependable, but it's not something financially accessible at that time in their life. I still dual boot my desktop for gaming on windows, otherwise I'd have no reason to use it outside of work machines. It feels like an OS moving towards an "OS as a service" product; with additional "in-OS purchasable content."
The vast majority of AI companies are not focused on AI that helps the little people like us out, usually it is only a byproduct of the training that AI is undergoing. AI companies are focusing on a product to sell to companies that removes the human labor from the equation. \#1 There is no AI bubble. Open AI could go bankrupt tomorrow, and it would not matter. Everything related to AI will still climb as the stock is not dependent on what the plebs think about having AI embedded into their phones and OS. \#2 There will need to be a universal income a lot sooner than most people think because there simply will no longer be enough jobs to support basic living and what jobs are left will have so many people competing for these remaining jobs that the pay will be dropped to the bare minimum. \#3 If you don't believe anything that I am saying, you are in **denial**. The best that you are going to do is have funds free right now to invest in these companies that are working to remove you from the workforce. You don't have much time. Good luck.
> owns pretty much every single computer's OS Google and Apple own 99% of mobile. Microsoft basically has zero.
The fact that you have to rely on a 3rd party for a quality OS though is bonkers…
Honestly if they could just make MacOS a little better. I could see them beginning to convert Windows users. Windows is starting to roll out ads directly to OS/start menu... like that is so late stage capitalism in my eyes. I think they need to revamp some of their native apps, make some of their tools more powerful, and people will begin to see Mac as a "safe haven".
Ehh, MacBooks these days are great, no doubt about that. But they really only have 1 main advantage which is Apple silicion these days. Premium Windows laptops have caught up in pretty much every other aspect hardware wise. So things mostly just boil down to software compatibility and OS preference for people in that premium range. Gaming on Mac is actually even worse than it used to be now that Macs are ARM only, and there are are a variety of programs that are x86 and/or Windows only still. If a Mac works for your needs, great they're awesome devices. But they're not the end-all be-all laptop still. Personally the main deterrents for me are practically non-existent user serviceability, and no Linux support. Technically there are people working on Linux for M1/M2, but they're passion projects that while impressive, have a lot of drawbacks that I'd rather not mess with.
Not to glaze Snap, but I think you’re very wrong. The glasses they released are a juiced up dual-GPU developer product that was released purely for the developer community to build games and apps on their homegrown OS they built from scratch. It doesn’t even have proper heat sinking abilities. What they’re going to release this year is a slimmed down version of this, consumer-grade hardware from what we can tell. Let’s just compare what we know factually about Specs vs Orion: Orion - Requires wearing wristbands, awful for user adoption and everyday use Specs - Completely controlled by hand, seamless and intuitive 1 - 0 Specs Orion - Has an external compute puck that holds their processors, again bad for adoption Specs - Fully integrated custom silicon 2 - 0 Specs Orion - Works indoors in a specially lit room, inside of a Meta facility Specs - Works anywhere and at any time of day 3 - 0 Specs Orion - Estimated production cost for their prototypes was over $20,000 from industry experts, they are nowhere near production Specs - $90 a month for a developer grade kit? What probably like $1000 at release? 4 - 0 Specs From an analyst point of view, I also like how much of the stack that Snap own vs Meta. Snap aren’t just designing their own lenses, they’re manufacturing them. They aren’t just buying silicon, they’re designing it themselves. They have too much going in their favour for this not to be a rational bet, especially if you’re using Meta and their quite honestly laughable Orion project as a benchmark. Meta have already abandoned Spark AR and the developer community, reality labs is crumbling and the have consistently failed to produce high quality hardware.
Basically the removal of any and all telemetry data, and a number of low level OS functions. It's easier to let ChatGPT summarize this: 1. Stronger OS-level exploit mitigations GrapheneOS hardens Android beyond both stock Android and iOS in several low-level ways: • Hardened memory allocator (improved malloc with more aggressive checks) • Stronger heap corruption defenses • More restrictive SELinux policies • Additional kernel and userspace hardening • Tighter syscall filtering Effect: Higher cost for zero-day exploits, especially memory-safety bugs — the class most real-world mobile exploits rely on. iOS is strong here, but GrapheneOS deliberately pushes defensive overhead further, even at some performance and compatibility cost. ⸻ 2. Smaller and more controllable attack surface GrapheneOS allows you to remove or sandbox entire subsystems that are mandatory on iOS: • No required cloud account • No always-on vendor services • No tightly coupled ecosystem services • Optional, sandboxed Google Play (not privileged) On iOS: • Apple services are deeply integrated and non-removable • Many system processes run with elevated privileges by design • Trust in Apple infrastructure is mandatory, not optional Effect: Fewer privileged components → fewer high-impact compromise paths. ⸻ 3. Better app sandboxing and permission granularity GrapheneOS provides more aggressive and configurable app isolation: • Network access can be revoked per app • Sensors (camera, mic) can be globally toggled • Background execution tightly controlled • Stronger separation between apps and system services iOS has strong sandboxing, but: • Less transparency • Fewer user-visible controls • More implicit trust in Apple-approved apps Effect: If an app is malicious or compromised, its blast radius is smaller on GrapheneOS. ⸻ 4. Less reliance on vendor trust This is the biggest philosophical and technical difference. GrapheneOS assumes: Vendors can be compromised, coerced, or make mistakes. So it: • Avoids privileged vendor services • Avoids opaque system telemetry • Avoids single points of trust iOS assumes: Apple is trusted and benevolent. Which is reasonable — but it is still an assumption. Effect: GrapheneOS reduces systemic risk if a vendor, certificate authority, or update pipeline is compromised. ⸻ 5. Faster and more transparent patching (for supported devices) On supported Pixels: • Security patches land quickly • Changes are documented • Less lag between upstream fixes and deployment Apple is also very good at patching — this is not a huge gap — but GrapheneOS benefits from: • Smaller codebase • Fewer proprietary dependencies • Less coordination overhead Effect: Shorter vulnerability exposure windows in some cases. ⸻ 6. Superior support for compartmentalization GrapheneOS is explicitly designed for: • Secondary devices • Clean travel phones • Role separation • Minimal-data environments Features like: • Multiple isolated user profiles • Strong per-profile encryption • Clean separation between identities iOS supports some of this, but it’s not first-class. Effect: Better alignment with professional security hygiene and damage-minimization strategies. ⸻ Where iOS is still equal or better (important caveat) To be precise and honest: • iOS has excellent baseline security • iOS has fewer footguns for non-technical users • Apple’s supply-chain security is very strong • iOS is harder to misconfigure into insecurity For most people, iOS is the safer choice overall because it trades flexibility for guardrails. ⸻ Bottom line GrapheneOS is more secure than iOS if—and only if—your threat model includes: • Vendor distrust • Targeted exploitation • Device seizure • Compartmentalization • Willingness to sacrifice convenience iOS is better if your threat model is: • Mass malware • Opportunistic attacks • Convenience + security balance • Minimal user involvement GrapheneOS isn’t “better security” in the abstract — it’s security optimized for hostile environments and pessimistic assumptions.
I'm an iPhone user, because I like security but I'm lazy. But if you like security and aren't lazy, Graphene OS is in a different league from iOS
This is pure bullshit dressed up as insight. Yes, I’ve read the earnings. No, “AI” didn’t magically create new money. META makes money the same way it always has, ads. Calling slightly better ad targeting “AI monetization” is just marketing for investors with short attention spans. “They’re one of the few companies that can show AI returns” is a meme take. Cost cuts + multiple expansion + hype does not equal some revolutionary business shift. If that’s your bar, then every spreadsheet macro at MSFT is an AI success story too. Comparing META’s pop to MSFT and concluding META is somehow more legit is insane. META is a fragile, ad-driven social media company tied to sentiment and regulation. Microsoft runs enterprise software, cloud infrastructure, OS, productivity, dev tools, and owns the rails everyone else runs on. One is cyclical hype, the other is structural. And the dot-com comparison actually works, just not how you think. Back then everyone said “but they have revenue!” too. Turns out revenue without durability still gets nuked when the hype fades. Skepticism isn’t ignorance. Pretending buzzwords equal fundamentals is.
Just doing the microsoft thing of every other OS is bad.
When Google writes the OS and the Office suite that is used by most of the planet then I'll stop caring about Microsoft's AI push. Look no further than how shitty Teams was at the start and where it is now.
Hot news Tesla and BlackBerry signed agreement every new model S and X is going to have blackberry OS and interior made by bed bath and beyond 🤡
Yeah that's going to be tricky to make the math work. The current price and forward PE is going to be based on a lot that isn't quantified there so it'll make a valuation based on current and next year's data alone fail to make sense. There are a lot of pilot projects like Ship OS that are fairly new and have a high potential value ceiling going out 10 years. How to quantify that will vary based on methodology, but it absolutely rolls up into what the market price to sum degree. There is definitely a lot of hype built into the current price and the truth is somewhere between that and your model.
Lol, there is no AI bubble. AI will take our jobs and the stock will keep going up as companies shed major operating costs. Not liking AI in your OS is not a bubble. The market doesn't care about that.
And Windows in general has been the same bloated piece of shit for like 15 years now. They don't take old stuff out and it's full of redundant nonsense. The dialog boxes and install and properties/settings windows look the same as windows XP. It is insane that as a matter of owning it you will all but guaranteed have to do a "clean install" at least twice a year to make it work again because some random driver or software update for something broke something else. Or for no apparent reason whatsoever. They have a nearly total monopoly on computer OS so they have no incentive to fix anything or make it good. It’s like if EA Games had an operating system.
Imagine its all driven to the cloud. Now you have a dumb terminal that can be given any GUI that looks good. Software today is going to be affected by cloud computing being pushed hard, even if AI fails to impress. This industry is due for a shakeup and it won't be pretty. For all we know, MS envisions AI as the OS of the future but are relying on OpenAI and using that as a way to disguise the R&D costs. But LLM aint going to cut it and generative is meh.
No but when you’re a CEO of a business and your infrastructure team comes to you and say.. hey we can buy the Microsoft suite package that comes with Microsoft OS, OneDrive, copilot, Microsoft 365 and all the software for about $50,000/year for all our computers. Will you say “No thanks! We are going to install linux on all the computers, use gemini ai, use amazon cloud services and then buy licenses for Microsoft office all for their individual licenses”?
Im literally sitting here at working, working on my excel file on a windows OS, saving my data in OneDrive (Microsoft cloud).
QNX provides far less jitter and Latency than any other OS - in many instances no other OS can provide the same precision. This can be critical in CNC, robotics, automotive etc. QNX is also pretty much bulletproof which again for safety is huge.
>that is by far the biggest piece of shit OS I’ve had to use in my long career yet.
Well, first the companies will start with deflecting from MS365 to LibreOffice, Onlyoffice etc. Then they’ll move to Linux as OS, which is mature enough already.
Lol microsoft still runs the entire world's cloud systems, has multiple programming ecosystems in it's control, owns pretty much every single computer's OS and owns multiple gaming companies like Blizzard Microsoft is NOT an overrated stock. Tesla however is
Doesn’t matter which AI is better today. Some other AI will be better tomorrow. All that matters is having an AI tool that’s easy for retards to use (like Windows OS) This is what Microsoft is good at and why they’ll be one of the winners the AI war
Hopefully you’re sarcastic because that is by far the biggest piece of shit OS I’ve had to use in my long career.
#but but but! What happens to my pc that runs WINDOWS!?!!? Do we use DOOOR OS now?!?
I hate Microsoft so much right now from there OS to their stupid stock
> Problem is that MSFT still has a legacy software business, so they are themselves affected by the AI disruption. I think there's a case to be made though that MSFT shouldn't be included in the bearish software take. Unlike Adobe, where AI means people don't need things like photoshop anymore, people still need an operating system to use AI. Microsoft is still the OS of choice for the vast majority of personal users and businesses and has one of the major cloud businesses.
You should read what techbros are saying about their products. Microsoft is legit hated and many want to move away from the OS.
You are so wrong!!! 1) Amazon and MSFT grew at scale, PLTR is at its very beginning. Scaling and accelerating growth!!! Growing at + 70%, worldwide nowadays. 2) The SBC small annual dilution is not an issue, since the company keeps growing as HELL!! In fact it’s the secret to hire the best to keep the machine growing as HELL. So SBC is working perfectly. 3) Well deserved cash out by Karp and Thiel after 23 years building PLTR and now being the OWNER of the Enterprise/Gov space. The classic method of valuing stock does not apply to this monster growth company in the middle of the AI revolution. SAP, MSFT, Salesforce will be devoured by the DB OS infrastructure that PLTR is building. You have no grip on PLTR. See you at 400-500 in 2 years.
It is for now. But I am seeing more and more migrate over to Gemini and Apple is gonna integrate it to all their hardware soon. Obviously Android is on the process of doing that to their mobile OS and boom two most popular services are using the same AI. Yes back in 2005 most people used MySpace. But investors know that things change.
And what Linux OS you plan to use that doesn’t tie back to the US?
This is such a naive outlook imo. The “morality” of investing… sigh.. where do we draw the line? But I’ll bite. Palantir is used to save lives all over the western world (by preventing thousands of terrorist attacks). So, do we judge by net lives? If you invest in index funds you own Microsoft and Palantir. Both are used by the DoD for warfare. In fact, Microsoft has been the go to OS for decades. How do you wash your hands of it all?
As a Palantir long and student of legendary investors like Pabrai & Lynch… I have rebalanced OUT of half of my PLTR since we started running 18 months ago. I agree with your assessment. It could come down 50%+. Having said that, if it does, I’ll pile back in. It’s a game changing company. OS of the 21st century. Time will tell.
ironically ARM is being held back by MSFT and its increasingly shittier OS but yes intel panther lake seems to be very good
there ain't no shortage of Windows OS
What else are you thinking about can carry the earnings call? The thing I'm thinking of is azure growth. They spent so much money on this copilot shit and it's literally worse than a 100x cheaper Chinese model and it can't operate their OS, because the OS is absolute shit.
Msft has a lot more going for it than their atrocious co pilot and OS.
Turning their windows into a data collection service disguised as an OS might have consequences
I am holding some bags so I hope it still keeps going up. A lot of perceived problems with their OS.
Most optimistic case I can see - Google allows other app stores adds maintaining the 30% cut, therefore competition can force their prices down. Then the Steam problem : no one wants to use a terrible service, even if it was free. I personally feel if there is competition, that platforms can charge whatever they want. If they end up dominant, like Steam, because other offerings suck; the onus is on the alternative platforms to offer something of value. (Something Epic has already failed to do) - it’s highly likely that Google could open that up, but still manipulate people toward the play store as the OS owner, that I have no doubt, but that will be much harder to litigate by the Clown car at Epic.
Guys, according to the barrage of ads on truth social, I need my "keystrokes encrypted". Shit, I had no idea here I am just typing them on my keyboard to go over USB in the clear to the OS like a sucker!
I guess cause I'm a ex regard myself. 😂 Made 300k trading options and blew it in a NVDIA call during it's run up. Do forex now with my bots in the cloud. Expecting 2+ mil by 2028 but going all in when a company release a similar OS to the movie Her by Spike Lee.
The world absolutely needs networks, email, search, OS, productively software and AI. The world has used Microsoft, Google, Meta, etc because they’re the easiest and best. But concluding there are no alternatives is not rational. The reality is that if people are upset enough, they will use non-US alternatives. This will improve those alternatives, and all the smartest people in the world who used to go to the US to work in tech won’t anymore.
False. Apple is a software company. They make OS for personal computing devices. They are unique in that they also make hardware so the only way you can use their software is by buying the whole thing.
Median OS not met because generally patients die within 6-9 months. Median OS not met because so far their trial patients have survived longer than that. Currently those patients are still surviving 12 months after initial diagnosis! And still thriving! 🙏🏻 Hope this clarifies.
I’m no ethical investor, but once palantir launched their gestapo OS to help round up immigrants, I had to close my position on moral grounds. Plus, they face extreme risk for a regulatory takedown should the pendulum swing the other way in the next election cycle.