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Anthropic should make a Linux based Claude OS and MSFT would cease to exist in an instant. Claude is already 100x better at office365 than Copilot, lol. Fucking boomer-soft.
The year is 2030. Microsoft is no longer used by the world because someone vibe coded an open source OS that is better https://preview.redd.it/try7a5n7u6ug1.jpeg?width=1170&format=pjpg&auto=webp&s=9b95941faaec1c4afa05656fb79e93514b220aa8
If you used any Microsoft products you would know everything they make is utter shit. Dogshit cloud, dogshit OS, dogshit AI, dogshit chat app, dogshit video conferencing. Yeah it's impressive how bad they've gotten and yet so many companies are vendorlocked to them so they keep making money. But not nearly as much as they should be.
They're literally the default OS for computers. Only hipsters use Mac and nerds use linux. Everyone else uses Win10/11. I can't believe they have this massive head start with the ability to integrate copilot into Windows, yet they suck so goddamn much at AI that copilot is literally a piece of shit.
Boooo MicroSlop. They’re bag holding openAI to the end. I think they could legitimately fumble their OS lead because of their shitty slop shoved into it. Software is getting destroyed. My personal theory too, anyone whose only skill/job is using Microsoft Office 365 will be laid off for “AI”, or those roles will be greatly reduced. Then you don’t need as many MS Office licenses, which is their largest software. The “changing the licenses from per seat to per usage” argument can’t really apply on Office. Are they going to start charging PowerPoint by how many slides you move around?
Yup. As noted above -- I *really* prefer anthropic/claude as (current) best in class. But it changes so, so, quickly. Google/gemini? Kind of splitting the difference. I wouldn't say openAI/GPT is dogshit - it's really not - but it's just 3rd in the forced stack GPT/Claude/Gemini race. That gets complicated by niche areas - though, most are using/playing with the Big Boys as foundations - developing their own models. However, I'll also reiterate above... I don't think anyone would have ever claimed Windows was a better OS than Mac. And most nerds - like me ;-) - would say linux/unix was akshually better than either! But... who owns the corporate market? Microsoft. Being the "best" isn't sufficient to lead market share. Be good enough, price such that the big dollars default to you. Serve your market.
My completely unfounded opinion? They're pretty much all-in on OpenAI/GPT... and my - not completely unfounded, but just as a person that professionally play with lots of LLMs/AI concerns? GPT is fine... but I do think it's lagging behind other competitors. Like I said, my experience is that Anthropic/Claude is creating some possible separation. You want to split the difference? Google/Gemini. That's beyond the fact that *niche areas* are seeing an explosion of point of purpose models. If you want the financials? I'm not your guy.... but under the covers? I'm not saying the all-in on GPT is wrong or a disaster in waiting - it's fine... but I think GPT is lagging. Hey, like I said -- longterm? macOS was *always* better than Windows. And if I may fly my nerd flag? Gimme unix/linux. Yet... who owned the most profitable, revenue-providing OS? Windows. So, "best" doesn't always mean most financially profitable. MSFT knows - and thrives - on selling to corporate. So long as GPT doesn't fall *too far* behind? Even this next leap might still work for them, so long as GPT stays competitive.
Sounds fair.... FWIW, my 2 cents both as an investor but also as an IT pro for 25 years now? My view on MSFT is that like IBM a generation or two ago? It ain't gonna crash and burn. *Maybe* \- and I don't think it will - it slides into a "solid value" play. Why? First, the revenue splits on "software" - at least, consumer-driven - has already collapsed. Something like 4% now. They *do* still own commercial suites - maybe that changes, too - but I say this working for a large multinational? I'd be shocked - despite being knee-deep in AI and embracing brave new worlds - if that market share collapses. Sheeeyyyyiiittttt.... My company is hardly a trog - but we don't even allow use of Zoom or etc. It's all gotta be Teams. I don't see them losing that corporate market - which is far bigger, revenue-wise - any time soon. That's without even talking basic OS. Second, they're aggressively going after cloud share -- I live in a hell that has me dealing with both AWS and Azure, in different spaces. I have lots of haterade for both, in different ways.... but in general? Azure is improving; AWS is pissing me off more and more. Third, the AI investment/integration? Personally, I like Anthropic/Claude.... but GPT (and GPT-powered Copilot) is pretty nifty. Firms are - quite properly and correctly - worried about security and IP. MSFT/GPT is leading the way on that -- IP protection, security, etc. Pair that with their commercial/corporate penetration? Well-situated in the near term. Whatever on the charts and the emerging technology.... As an investor and a longer term buy-and-hold guy? I'm not expecting multiples, but I think MSFT remains a solid backbone.
LMAO delusional. They (CEL) are pirating NVIDIA chips and call it on their own. LMAO Semi conductor. Theres only one laser maker that ASML use and its USA. And China EV are cheap copycat version of Tesla with no sentry mode. LMAO And dont even start with software OS. LMAO CHINA has ZERO, its all android Fork. LMAO Keep dreaming bud.
No wonder the shit that they did with Windows 11. It will get a lot worse for MSFT becasue Linux Desktop like ChaayOS is becoming a good alternative compared to the Spy OS's like Windows and iOS.
So you got an invite to BYD manufacture plant? ok. General Kim also invite people to visit NK and quite a bit shared how advance NK is too, they even wrote their own computer OS.
Grabbed 2k JTAI shares at 0.0394 for the 200-1 reverse split tomorrow. Opens at 7.96 with 650k OS and public float 200k-250k. Let's see if the low float hype keeps up with the market pumping.
MGNC thinned out and selling dried up 10 million OS 👀
Bro, I'm not asking it to show me how to pleasure my GF... This took fking hours. Literally 9 hours. so many missed critical details **100TB GDrive Backend** # I. Firmware & OS Hardening (Headless Optimization) * **UEFI/BIOS Configuration**: * Set `AC Recovery` to `Power On`. * Set `POST Behavior` to `Continue on Warnings and Errors`. * Disable `SupportAssist OS Recovery` and `BIOSConnect` (UEFI Network Stack dependency). * Clear `BIOS Event Logs` to reset pending diagnostic flags. * **OS Level (Windows 11)**: * Disable `Fast Startup` via Power Options (Registry: `HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Session Manager\Power\HiberbootEnabled = 0`). * Set Power Schema to `High Performance`; disable `PCI Express Link State Power Management`. * Configure `Automatic Login` via `netplwiz` for persistent session restoration after power cycling. # II. Storage Abstraction Layer (Rclone VFS) * **API Ingress**: * Provision a dedicated **OAuth 2.0 Client ID and Secret** via Google Cloud Console. * Enable `Drive API` and bypass default `rclone` shared client IDs to eliminate 403 Rate Limit errors. * **VFS Mount Parameters**: * **Mount Command**: $$rclone \\ mount \\ remote: \\ G: \\ --vfs-cache-mode \\ full \\ --vfs-cache-max-age \\ 24h \\ --buffer-size \\ 256M \\ --dir-cache-time \\ 1000h \\ --attr-timeout \\ 1000h$$ * **Logic**: Map `G:` as a virtual filesystem with `--vfs-read-chunk-size 128M` for sequential 4K stream buffering. * **Persistence**: * Implement a `.vbs` wrapper in `shell:startup` to execute the mount in a suppressed background process (WindowStyle 0). # III. Containerization & Orchestration (Docker) * **Engine**: Docker Desktop (WSL2 Backend). * **Stack (Docker-Compose YAML)**: * **Plex**: Enable `/dev/dri` passthrough for **Intel QuickSync (iGPU)** hardware transcoding. * **Automation (Radarr/Sonarr)**: Configure binary path mapping (`/data/media`) to ensure **Atomic Moves** (Instant Imports) across the VFS mount. * **Indexer Logic (Prowlarr)**: Centralize API keys for all Usenet/Torrent indexers. * **Database Management**: Force all SQLite databases (`AppDir`) to the local **NVMe SSD** to prevent latency-induced database locks frequent in cloud-based storage. # IV. Network Ingress & Automation * **External Access**: Deploy `cloudflared` (Cloudflare Tunnel) to route **Overseerr** (Request Management) through a secure HTTPS tunnel, bypassing CGNAT and local firewall port-forwarding. * **Library Scanning**: Disable Plex 'Auto-Scan' on the VFS mount; implement a **Websocket-based Plex Autoscan** script to trigger targeted library updates via filesystem change notifications.
I think this will be more common soon. We are getting to the point where cars are more tech than cars as we go to EV's. Things are getting outdated quicker as things could be updated remotely, EV cars are still expanding on range, charging rates, etc. The computers and ram that used to power cars before are minimal, now they are running full on OS and requiring more hardware.
1.3 million OS. Not sure what the public float is.
Oracle about to wipe the floor with Microsoft. Their new OS solution has enterprises piloting it.
You’re absolutely right about the secondary Greeks but it is still a very useful tool. The UI is one of the best and I’ve made money using it. Since I’m mainly trading SPY and SPX I can get vanna etc from other sources and I’m not reliant on OptionStrat (OS) for that. I’ve also built my own tools to work with OS. I love the tool because I can see in real time a lot of things that are going to happen. I do have a folder in the app called Experiment where I have exact same play and deliver what amounts to a stress test with the volatility and close outs on a long position. A lot of the times the simulation keep coming up with the same answer that the actual OS plays show. I’ve been really happy with the software. But I may be an N of 1.
It's not the correct way. And when openai and anthropic publish their ai os, that's the real crash moment for msft. Build AI OS now!
Yah but it becomes a whole new ball game at that point. Right now Microsoft is irreplaceable cuz its OS and interface are entrenched in businesses. With humans out of the way, that is no longer the case. You just need AI talking to each other with some simple API
I don't disagree, but equally is Goldman Sachs going to replace Microsoft, Google, Salesforce and Atlassian products and run their busies on something a VP vibe-coded in the basement of their Salt Lake City office? Absolutely fucking not. Companies will use AI to write code, devs will mostly review AI generated pull requests (though this itself stores up problems of not training junior devs for future, but lets park that issue for now,) enterprise software companies will use AI to write code that they ship to customers, but there's still a fuck-ton of value in developing once for many vs. every organisation on the planet home-brewing their own business OS.
Reluctantly bullish on HUBC. They clarified their OS today via filing. They fired their CEO too. The clarification makes them more predictable - we now know what sort of dilution will happen when they sign the definitive agreement with Ferrox for the $150m Tivani Project ownership. 20% of the current OS, they say - so 4.2m shares. 25m OS roughly... $150m acquisition. With no more dilution until project goals are met.
In their defense, way more open source than Anthropic. One might even conclude they're very anti OS.
MSFT could pump fkn 40% today and i'd not have a single iota regretting buying. Absolutely terrible OS and company
Once a scam, always a scam. They went from 7.7M OS Jan 1 2025 to 570M OS Dec 31 2025 That's roughly 75x the amount of shares they've diluted into the company. And you're surprised their revenue is up? Lol it's from all the bag holders who bought shares they were selling for 0.0001
$CAPS’ revenue went from $0 to $71M in one year & correct me if I’m wrong but there are a lot less shares OS of $CAPS 🤙
Shoving AI down people's throats that don't want it is another major red flag. Win12 description they released just sounds like them double down on AI when most consumers have already shown they don't care/doesn't justify the cost. Not to mention core features of win11 still being broken. It is/still will be a power house OS but more corps are also switching to Apple now too. Linux is stepping up the game (gaming, hosting, etc). Azure might be their saving grace but only if Amazon shoots themselves in the foot, which isn't off the table currently
From what I have seen, MSFT is in charge of OpenAI. They are so deep into AI that if that ends up being a bubble that blows up...it would be catastrophic for MSFT. I dont see a scenario where the US government wouldn't step in save the largest OS company in the world and allow a scenario where they, the US, lose having the biggest tech companies being American. They would absolutely bail them out.
Their new OS is so garbage that nobody wants to use it. Their OS market is being obliterated by Mac’s cheaper models. Their AI investments are garbage tier. Xbox is in the shitter. “Undervalued”
MSFT to 0. AI is gonna let everyone write their own OS
That wouldn't fix his position... maybe if Microsoft said their OS is too much atm and their going back to the basics to learn from Win95.
It's the exact opposite. The margin of safety is gigantic for the REGAL. In years and years of deep value investing, it is the most asymmetric opportunity I have ever come across with an enormous margin of safety. Every ML model any of those 6 people built, got 97% chances for a cure fraction above 35%. I then did further discovery to try to get to a more precise range for what the cure fraction is, as the unconstrained grid search predicted 62% to 68%. The cure fraction for sure is above 35%, it is even above 50% for sure. If you look here, when I did the same comparison of the each of the mixed-cure ML model with pure exponential constrained to the events, with a cap of 35% for cure fraction, you can see the GPS uncured mOS numbers become Illogical. At a 35% cure fraction cap stress test, with 12 BAT mOS, uncured mOS (GPS non-responders and responders that relapse and die) is 38m. That doesn't biologically make sense to occur in reality, because with the cure fraction cap of 35%, at 12 BAT mOS, that would mean 19 GPS dead at 72 events, and if you take 75% of 62 for non-responders, that is 14 Non-Responders and 5 Responders, the non-responders are not living that long to pull the uncured mOS that high, they may living on par or close to BAT The numbers from the unconstrained grid search of the cure fraction of 68% is what actually lines up with biological reality. The HR is groundbreaking right now, 99.99% chances topline HR is .31-.5 Also, this is covered in the post, but the mixed-cure model can't overfit. Here is what I covered in the post above: It is a mixture cure-fraction model with exactly 3 parameters (cure fraction, uncured median OS, and the mixing proportion) constrained by 2 hard data points: 60 confirmed deaths at month 46, and 72 confirmed deaths at month 58, out of 126 randomized patients. Three parameters minus two constraints equals 1 free parameter. There is literally no room to overfit. The constraint residual is below 10\^-10 -- machine precision. At the biological identity point -- where the uncured mOS equals the BAT mOS exactly, which is the only solution with 0 degrees of freedom -- the model produces BAT mOS = 11.4 months. The full Bayesian posterior, incorporating 7 published literature sources as priors, gives a MAP of 11.1 months, mean of 11.6 months, median of 11.5 months. All three estimators agree to within 0.5 months. The GPS model has 5 independent evidence streams all converging on the same answer: * The published literature prior (7 sources): weighted center 8-10 months * The hard event constraints: 60 events at mo46, 72 at mo58 * The IDMC decisions: trial continued without modification at both planned interim analyses, with arms visibly separated * Biological plausibility: cure fraction of 60-70% is consistent with the Phase 2 immune response rate of 64% https://preview.redd.it/7ug8jpjdgurg1.png?width=2941&format=png&auto=webp&s=ea11e0ed3b2ecd42403805c8be6cbe78dce74bb9 * The biological identity point: 0 degrees of freedom, BAT = 11.4 months
It’s hard to foresee Microsoft losing a grip on something like Windows OS or Office. At least anytime soon. I think people discredit how much of a strangle hold they have there. Sure, some company can deploy AI to try and replicate all of this and maybe even make a better product, but who’s going to buy it? How can they properly market it? It’s like Meta with Facebook. Some Joe Schmoe can make AI slap together a social media website with enough effort and know how. But who’s going to actually use it? Where’s the money and upkeep coming from? There’s an awful lot of avenues that need to be taken at a certain point. The network effect is incredibly sticky. It’s awfully hard to breakthrough massive walls like that. Not to mention people are worried MSFT will be wrecked by AI. Yet they’re spending loads of money on the thing that’s supposedly going to take them out anyway. It’s an ironic dichotomy. They have massive pockets and a fortress of a balance sheet. Copilot might be pretty meh. And spending is definitely elevated. Damned if they do. Damned if they don’t evidently. But it seems like people are losing the forest through the trees.
EM indices are the most robust but most of the money just goes to the account and does nothing. SK Hynix was a flash sale from reatail because of this "Google compresses memory" BS going on... this wont eliminate the memory needs of AI, the memory compression requires a tradeoff between somehting urgently needed for AI ... memory latency. Memory compression at hypervisor level exists for 35 years and there is a good reason why all of the OS makers did not use it... Apple, Oracle, Microsoft, Linux, Z/OS, all of them run on plain memory, database servers as well (I heard personally a premium support statement about this)
No news except AI models kicking ass automating everything you need on a Mac OS
The stagnation has been in the works for a while. Look at Xbox it used to be dominant but it's on life support their gaming division in general has been struggling they had some success with game pass, but they should have had much more. Windows 11 is garbage the bugs in it are insane the least stable is they have put out in decades, also the least popular. They went all in with AI and it's backfiring. They should have had something major to fallback on but they don't. They are pulling back on AI in Windows 11 but want to make an AI focused OS. That's going flop harder than Microsoft Bob. What do they have if AI turns out to be a massive flop. Nothing, because investors demanded short term gains over long term planning. Maybe one of those things they cancelled they could have revived or evolved into something better.
MS on a quest to turn their entire OS into bloatware. They’re going to lose the low end laptop market to MacBook Neo just out of user frustration.
I have to disagree for self service. If you want to fix your issue yourself you have a way better set of tools on Linux as it's baked in to the culture of the OS to work on it. If you want to fix stuff in windows your options are usually Reboot, Retry, Reinstall. Some cases there are like registry hacks but those aren't well documented because you aren't supposed to modify them. People who don't want to do any learning are often better off with windows though. That's how it's so popular.
Not bad enough. Fucking... Just take the AI shit out of the OS. Not that deep.
Apple is absolutely ripping into their market share of Windows OS with the new MacBook Neo taking the low end laptop space and high end Apple silicon which will soon start taking all enterprise. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house and they are losing the AI race despite spending an insane amount. Not to mention many government agencies in the US and especially Europe have said they are transitioning away from Microsoft. That is just a few of the headwinds, there are many more. That’s not even mentioning the numerous macro economic issues facing the entire market.
MSFT is rudderless with copilot deemed pointless at this point. AI agents will deem its office products useless, and possibly its entire OS ecosystem. Azure may be the bright spot, but when the other products are weakened, migrations to GC and AWS will accelerate. Literally nothing going its way currently and no sign of a reversal.
Yep, Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS with the new MacBook Neo taking the low end laptop space and high end Apple silicon which will soon start taking all enterprise. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house and they are losing the AI race despite spending an insane amount. Not to mention many government agencies in the US and especially Europe have said they are transitioning away from Microsoft. It sounds like you are a bag holder so I wish you luck and hope you remember this when the share price is under $300 in the near future.
Listen up investors, I have been a die hard 100% Windows user since XP and I for the first time ever was driven to insanity with the broken updates, push of AI and copilot that I installed Linux and left Windows forever. If this tells you anything we Windows users are fed the hell up with this slop, Also the AI vibe coded updates are breaking things so fast and preventing many of us who use our main PC's for work from actually getting anything doe. The January update is what drove me over the edge. It broke my PC so bad I spent 5 long hours just getting it to work again so I can get my clients orders completed. Never again. not going back. Linux has matured plenty enough to now be fully viable as a full daily driver OS.
It's not AI, It's that Microsoft has complete dipshits as management and engineers right now. They took an OS that a lot of people liked and intentionally made it as shitty as possible. When even Businesses are saying "Yeah we are not upgrading to windows 11 and are exploring other options" you know you dun fucked up.
As a Windows user since 3.11/95 and avid fan of Debian ever since the Knoppix live CD's.... Last year i finally migrated my primary gaming desktop to Debian. Windows was always an OS that suited generic end-users very well while leaving room for power users to do their own thing. But these last few years I feel like Windows is actually becoming hostile to power users.
it's part that OpenAI is a poison pill and they were conned by Altman, and part that they're getting fucking mogged by Apple in the device/OS market
The reason is everybody hates this shit OS with all the ads and retard AI integration. Does not mean it will not make a ton of money in the future though. Just everybody hates it.
Explain to me how Apple is going to replace Windows OS on all the non-Apple devices (Dell, HP, Lenovo, etc)?
I'm sure you're implying that one party is the problem over the other, but [California literally just passed a law requiring OS level verification](https://technewsday.com/california-mandates-os-level-age-signals-for-app-developers-by-2027/). Washington state is also [considering passing age verification law](https://techstory.in/washington-legislature-considers-age-verification-mandate-for-adult-websites/). Florida and Ohio already have those laws. This is definitely not a "Party X = bad. Party Y = good" issue. Both sides are passing these laws. Unless you're saying the whole country needs to vote 3rd party in November.
Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house. Could see bankruptcy in the next decade as even government is transitioning away.
Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house. Could see bankruptcy in the next decade as even government is transitioning away.
No it’s not. Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house. Could see bankruptcy in the next decade as even government is transitioning away.
Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house. Could see bankruptcy in the next decade as even government is transitioning away.
Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house. Could see bankruptcy in the next decade as even government is transitioning away.
Microsoft will be the next Intel. They had their time of being a leader and now it’s just a collapse. Apple is absolutely ripping into their market share of Windows OS. Amazon and Google are eating into Azure. AI will allow companies to replace all the Microslop software in house. Could see bankruptcy in the next decade as even government is transitioning away.
All it's done last month is drop, all it did over the last 6 months was drop. The initial drop was due to cloud not growing and AI costing too much. Neither of those have been resolved by the company. If anything Microsoft pulling back from OpenAI, OpenAI closing Sora, and Microsoft coming out against AI-ifying their OS is pretty stark. Also, lmao, putting an AI business leader in charge of xbox, who's first goal is to come in like "I want to bundle netflix with Game Pass" is peak they've not got a clue what they're doing. Unless, you're seeing different news?
I'm about to uninstall windows OS for fucks sake
Don't worry, MSFT will be fine. Their OS allows your work and the government to spy on you without hindrance. Only reason they still exist.
I switched to Mac once they got cheap enough. Feels close enough w/ the bash terminal and unix OS, and means I don't have to dual boot for the two times a year I wanna play SC2.
Look at what Cali is doing - asking people to input age just to install an OS. Only gets worse from there. While I am happy this trial went how it did, this verdict isn't even a tap on the soulder and good luck seeing things get better
#MSFT IS COOKED Windows OS is no longer the clearly superior choice. Gsuite is replacing Office Applications even in the government and more traditional enterprises. Copilot is dogshit. Azure is inflated due to bookings related to OpenAI and lumping in numerous other services. XBOX lost to Playstation. Activision / Blizzard is a thing of the past. #DON'T BE A REGARD... DON'T BUY MSFT UNLESS YOU LIKE LOSING
What is up with the MSFT worship here? Have any of you used their products? Its not far off that AI can easily erases compatibility issues for off brand OS. I can't wait to delete system 32 for good.
MSFT made their OS shittier for the last decade, they deserve this
Linux distro (Linux Mint, Zorin OS, ...).
the gaming thing lost them so much money. then they seem to give up on thier core OS product. they misread AI, or at least haven't found a good way to make money off it. company is devoid of innovation.
Some of the AIs might become your OS
Owner and flagship of the company was in the files. Latest OS released "vibecoded" and broken as fuck. Enshitification in full progress on all main softwares, again "vibecoded"
First I would find the % of Palantir from the NASDAQ to figure out if it's worth it. For every $100k you've got $1,780 in Palantir. Other defense, cyber companies in QQQ: Company Ticker Est. Weight Why it's like Palantir Palantir PLTR 1.78% Data/AI OS for Gov & Enterprise CrowdStrike CRWD 0.31% Cloud-native "Shield" for the Gov Axon AXON 0.25% Public safety data & AI ecosystems Honeywell HON 0.44% The hardware/industrial base for defense Palo Alto PANW 0.40% Massive federal security infrastructure If you're convinced you don't want to hold Palantir you can short its % of your holdings, for example with put options.
Don't worry, they will put Copilot into every single piece of legacy software until it is profitable, then change to a subscription model for every product, including the OS.
I have read they run their cloud system on Linux. They should stop charging for Windows, rename it something new, and launch it as a Linux OS. I know, you think I'm an evangelist, but I'm just a total normie innocent. But when you want to win the future, maybe try prioritizing your customers, rebuild a new OS from scratch with security and stability at the forefront, and work with your corporate clients to make the transition over smooth. Don't fight the future, take control of it. Keep supporting Windows 11, so no one is screwed. But next time you buy something, it has the new system. Also, the name Microsoft is dumb. It's 1980s. Change your name. Change your OS name. Ew gross.
Apple notes, and I have a 12 mini and an A chip model iPad Air. The 25 OS on both has now made them terrible.
Windows 95 was the greatest OS and you can't tell me otherwise.
I immediately requested a macbook in the past 3 dev jobs I’ve had. Got denied for one until WSL was so slow i couldn’t do my job. For my gaming pc, windows is a necessary evil. I get a 365 ad every few months. Imagine getting ads built into the OS. Microsoft is like SAP
So the thing that can't add two integers together is going to make a better OS than windows? Sounds reasonable.
AI is the biggest threat to microsoft why paying for their OS and MS365 suite when AI can write emails, presentations, summaries, crunching numbers (fuck excel)
You forgot to mention their OS is ducking garbage now. Windows 11 is a complete joke. I've completely switched to Linux and haven't looked back, 10x better.
SLS Closed at **$5.48**, up **+15.13%** on the day (from previous close \~$4.76). * Intraday volume was very high (\~9.9 million shares). * Pre-market on March 24 showed slight pullback (\~$5.41–$5.43). * 52-week range: roughly $0.95 – $6.14. * Year-to-date / recent trend: The stock has been extremely volatile but up massively (\~+345% over the past year), driven by clinical progress. It surged on positive AML trial updates, REGAL trial nearing final OS trigger, and FDA-related developments earlier in 2026. BUY SO FAR
Microsoft had the earliest leg up in the Open Ai investment deal, and needed to start their own R&D to tailor in house models to lead on OS integration, or at least make it appear that they where in some fashion. They instead got ChstGPT scraps and rebranded it in Bing and that went about as good as the Zune went, proving that Microsoft is good at one thing, bloating extra licences based on the Microsoft core corporate suite legacy shit, with extra crap most people would prefer from competitors but the higher ups couldn’t turn down the savings on the extra bloat as they where already locked in, so they have a broken horse on the upsell for otherwise less competitive products. Microsoft needed to innovate and take more risk, they already where first in to have exclusive access to ChatGpt, and squandered it thinking it was as simple as releasing a clone into Bing (nope) and now ChatGpt’s gayer older cousin (copilot) also nope. Microsoft showing they’ve learned nothing from past history and failures.
Buddy has no idea what Microsoft even does and thinks it is just his OS
A software bet assumes the market will be rational and not doomerish on AI in software Specifically, with the Unity game engine, I knew that fears over AI couldn’t destroy game development engines like Unity anytime soon, and thus, as a rational decision, I bought into Unity thinking the stock would rebound since it was oversold Turns out? Not so, ever since Google Genie launched casuals with little knowledge of game development assume that the concept of a game engine is now over, and as a result gaming stocks are down and haven’t recovered. All that is to say, an OS or software turnaround based on rational reasoning isn’t a sure bet. Because the markers can always act irrationally
Putting your faith in MicroSlop is certainly a choice. Maybe if they sloppify their OS just a littleeee more, just one more useless thing
Only 8 and it’s less than 5% but the fair value is clearly above 500. I don’t think you fully understand the scale of their offerings. Especially Azure and the windows suite. As a developer who works with legacy Microsoft stuff as part of the job I can clearly see. GitHub/Azure services are massive. They’re objectively doing a bad job right now with their OS but the services they own at the moment are massive. Not to mention the standardization of windows and business across the world. Try using macOS to run a companies network server infrastructure. Linux Os is a valid long term threat, but that doesn’t displace Azure/Github which is huge. The Linux source code literally lives on GitHub which is Microsoft owned.
Thank you, glad the due diligence is helpful and insightful. And Yes, everything mentioned in the October 29th R&D call and what you mentioned about MM and other indications is incredibly important. With the fraction we are seeing from unlimited dosing, and the WT1 targeting, it's incredibly exciting the impact this will have in other indications such as MM. The cure fraction data (and the long term relapse free survival and post relapse survival, if there are any relapses) is paramount for this, as it shows the value of the platform to strategic acquirers. As for the machine learning models, each one and the ensemble, the mixture cure-fraction model with exactly 3 parameters (cure fraction, uncured median OS, and the mixing proportion) constrained by 2 hard data points: 60 confirmed deaths at month 46, and 72 confirmed deaths at month 58, out of 126 randomized patients. Three parameters minus two constraints equals 1 free parameter. There is literally no room to overfit. The constraint residual is below 10\^-10 -- machine precision. At the biological identity point -- where the uncured mOS equals the BAT mOS exactly, which is the only solution with 0 degrees of freedom -- the model produces BAT mOS = 11.4 months. The full Bayesian posterior, incorporating 7 published literature sources as priors, gives a MAP of 11.1 months, mean of 11.6 months, median of 11.5 months. All three estimators agree to within 0.5 months. For the REGAL trial to fail, one of three things would need to be true: 1. BAT mOS exceeds 23 months. No CR2 AML population has ever come close. Historical: 6-8 months. Venetoclax+Aza-era optimistic: 10-12 months. 2. The 60/72 event counts reported by the IDMC are fabricated. That is SEC fraud. 3. Survival curves can decelerate from 12 deaths in 12 months (from 66 at risk) without a cure fraction. That is mathematically impossible under any standard parametric survival distribution. Death is the endpoint. Not progression. Not response rate. Not a subjective RECIST read. Death certificates are definitive -- there is zero measurement ambiguity. 72 deaths out of 126 patients means 57.1% event maturity, past the pooled median. When you have this much event data this close to the end of a survival trial, the cure-fraction model is constrained so tightly that the answer is effectively determined. The math does not leave room for a different conclusion. This is a stars-have-to-align situation for machine learning, and is why I believe that not having a sizeable position in SLS will be a life regret. There are 99.99% statistical chances of success and topline HR being .31 to .5, with possibility of less than .3. There is no other trial I am aware of where ML can be applied with this degree of structural precision. The combination of: (a) death as an unambiguous binary endpoint, (b) hard event counts from IDMC press releases at two time points, (c) the deceleration signature in the event rate that uniquely identifies a cure fraction, (d) a disease setting (AML CR2, non-transplant eligible) with extensive published survival data to calibrate priors, and (e) a trial that is 80%+ complete by events -- that combination does not exist anywhere else in oncology right now. Not for SLS-009, not for any other trial I have looked at. At unblinding, we will be able to see the relapse-free survival data and post-relapse survival data, if there are any relapses, and see which of the realities on the right graph attached is closest. https://preview.redd.it/k53wln093oqg1.png?width=3179&format=png&auto=webp&s=8ab5a6a525ab1fe8e35422c97ae74a8aa56a95c8
“Everything” from void tools is the best search tool available for windows - and it’s free. It’s existed for years, I can’t understand why they haven’t bought it and incorporated it into the OS.
Call this self help. First step OS bankrupting yourself for the dumb decisions you’ve made. Second step is midterms. Third step is joining all those you called entitled and begging for forgiveness. Fourth step is turning off Fox and perhaps reading a book and getting educated on the real world news. Last and final step. Stop thinking coal mines are our life line and climate is a hoax. I used to be Independent and can no longer be that ignorant as to believe any politician destroying healthcare or saving Big Oil is there for We the People. Woke better than Dope
I'll bite. I have invested in Nvidia because it makes the chips that power AI. I've invested in Microsoft because it makes the most widely used OS, office productivity suite and I have used Copilot / Copilot Studio so I can see the utility of working with the tools. I invest in Amazon because they make the chips for Anthropic, have AWS which is practically ubiquitous in the cloud hosting space and I have used AWS to build and host apps / services. I invest in TSMC because everyone's chips go through them except Intel. I invest in Apple because sooner or later they are going to get their AI together. I invest in a few other players in the AI space not for the sake of AI but for what they already did. Part of your thesis is that it will lead to mass unemployment AND the collapse of the economy. I have done everything in my power to pickup and learn every tool handed to me or available on the web from vibe coding, personal assistants, marketing, sales, data, you name it. I've used about 50 tools as of today. What I've learned is the tool types are narrow, there aren't 1000 unique AI tools, there is just the chat, agent and automation of agents. When I personally have got the most value out of AI it has been in a. knowing how to prompt and break down a problem and b. verifying and delivering on the output I was expected to give using AI. It has sped up my work by allowing my team to do more impactful work (final output) and less "daily business tasks" It doesnt mean that we dont understand the context of our industry, our organization or our company, it means we have added value by increasing output. Anyone who shows up to layoff the team then is going to be met with a counterargument by me that everyone knows both the context of our work at the AI tools have only augmented not taken away the value we bring. Sure they could override me, but that is not a fact, thats a matter of poorly communicating my and my teams value to management. It is not an "Automatic" thing that happens. No one above us knows how to prompt, what the daily tasks are and what to ask for.
LLMs are incredibly valuable, but also mostly fungible. They are commoditized and don't give a huge competitive advantage. Of course, the top-tier frontier models stand out, but they are only 6 months ahead of Chinese open source models you can run on a desktop PC. Except for Anthropic, they seem mostly to be in a race to giveaway as much capability away for as cheaply as possible, which is great for users, not so great for profit and loss. Google's advantage isn't their LLM. It's the fact that they are a platform that has billions of users. Android OS has 3.5B users. Chrome about the same. Google Search and YouTube are 2 largest search engines on earth, Gmail, Android OS, Google Maps, Google Drive, etc. And google ads are woven through every layer. Google also has a significant advantage in their custom TPUs giving them perhaps the lowest cost for compute. This allows them to subsidize a lot of tools that others need to charge for.
Thank you, and SLS is the only position I've been adding to with new money every week for months now. I just haven't done the thousand hours of DD elsewhere, so I can't speak to any others. REGAL is successful up to a BAT mOS of 20 and the biological cap in this patient population, AML CR2 (not eligible for transplant) is 6 to 12 mOS. The 99.99% statistical probability of success for REGAL success is real and genuine. The upside from $6 is 7.5X to 29X, the real, genuine, upside from REGAL final analysis and readout. This is why it is all I've been adding too. This is the first biotech I've owned and I've been a deep value investors for years and this is the most asymmetric opportunity with a gigantic margin of safety that I have ever come across in my life. In addition, this is a stars-have-align opportunity for machine learning. I shared this in the SLS-009 Phase 2B Deep DD post, but for REGAL: The mixture cure-fraction model with exactly 3 parameters (cure fraction, uncured median OS, and the mixing proportion) constrained by 2 hard data points: 60 confirmed deaths at month 46, and 72 confirmed deaths at month 58, out of 126 randomized patients. Three parameters minus two constraints equals 1 free parameter. There is literally no room to overfit. The constraint residual is below 10\^-10 -- machine precision. At the biological identity point -- where the uncured mOS equals the BAT mOS exactly, which is the only solution with 0 degrees of freedom -- the model produces BAT mOS = 11.4 months. The full Bayesian posterior, incorporating 7 published literature sources as priors, gives a MAP of 11.1 months, mean of 11.6 months, median of 11.5 months. All three estimators agree to within 0.5 months. For the REGAL trial to fail, one of three things would need to be true: 1. BAT mOS exceeds 23 months. No CR2 AML population has ever come close. Historical: 6-8 months. Venetoclax+Aza-era optimistic: 10-12 months. 2. The 60/72 event counts reported by the IDMC are fabricated. That is SEC fraud. 3. Survival curves can decelerate from 12 deaths in 12 months (from 66 at risk) without a cure fraction. That is mathematically impossible under any standard parametric survival distribution. Death is the endpoint. Not progression. Not response rate. Not a subjective RECIST read. Death certificates are definitive -- there is zero measurement ambiguity. 72 deaths out of 126 patients means 57.1% event maturity, past the pooled median. When you have this much event data this close to the end of a survival trial, the cure-fraction model is constrained so tightly that the answer is effectively determined. The math does not leave room for a different conclusion. This is a stars-have-to-align situation for machine learning, and is why I believe that not having a sizeable position in SLS will be a life regret. There are 99.99% statistical chances of success and topline HR being .31 to .5, with possibility of less than .3. There is no other trial I am aware of where ML can be applied with this degree of structural precision. The combination of: (a) death as an unambiguous binary endpoint, (b) hard event counts from IDMC press releases at two time points, (c) the deceleration signature in the event rate that uniquely identifies a cure fraction, (d) a disease setting (AML CR2, non-transplant eligible) with extensive published survival data to calibrate priors, and (e) a trial that is 80%+ complete by events -- that combination does not exist anywhere else in oncology right now. Not for SLS-009, not for any other trial I have looked at.
AI target acquisition is not based on LLMs. You sound learn how Maven works. LLMs are used within Palantir’s OS but it’s not what is running the it.
you could also do it in Windows 95 and Mac OS X (2001)
No way Mac OS is worse than Windows 11. I started using Mac 4 years ago, thought Mac was really not customizable. But after a while I got used to it. Recently had ti use Windows 11 for work, like wth happened.
Ehh it’s not a volume of data thing, it’s a number of calculations thing, and LLMs absolutely dwarf the computation needed to run a video, that’s more the issue. I can run a pretty big LLM on my MacBook, but while doing that, I can feel my lap heating up quickly and I can watch the battery percentage tick down almost like a timer, whereas a video, it can probably go for 20 hours, and more of that is going to be running the OS and the screen. But your greater point stands, and it’s totally possible to fuel LLMs with solar.
>for the brand name Or the fact iPhone shits on every phone out there? Muh muh 32 gigashits and 1 terafarts Yeah no one gives a fuck about your shitty android with an OS that runs half as smoothly or intuitively as an iPhone. Keep flexing your hardware specs, dorks.
The Windows OS has nearly zero effect on the stock. Azure, M365 and to a smaller extent Gaming are the key parts that the stock reacts to. I don't think a Windows OS related piece of news has affected the stock price since the newe broke that Windows 10 would be free and it "sank" from $50 to $40.
Maybe they're referring to all the included apps for tik tok and Xbox and Amazon and the bundled game store no one asked for. Or the shoehorning of copilot into everything rather than fixing stability issues. Or the forced move to new Outlook even though it didn't support shared inboxes or add-in apps. Or the broken sleep function that's been that way for nearly a decade now. Or the barrage of ads baked into the OS itself. Or the recall feature that takes a screenshot of your screen every few seconds and saves them in an easily accessible place and doesn't blur or obscure passwords or personally identifying information. Windows 10 was a step in the right direction. 11 has been a steady stream of removed or broken features and advertising/telemetry tracking/AI training/security weakening junk. Source: windows system admin for over a decade.
The problem with Windows, apart from it being a shitty OS and lack of ownership. is the total lack of privacy. Microsoft is embedding tools to capture every single action of the user. That means also capturing our secrets and embarrassing moments and things we would want to keep private. The bigger problem probably is that even after so many decades, the Linux community has not been able to come up with a user friendly desktop OS.
I suppose that's right. I have Windows, Linux and a Mac but probably being a techie, Windows feels unusable. My son uses Windows for games and wife and daughter prefer a Mac, if they think about their OS at all. They would much rather use an iPhone and a device with interface like the iPhone.