I think we’re both right in a way. They won’t care about Windows specifically, but Windows to them isn’t the product anymore. It’s the entrypoint for users to Microsoft services, which is why they advertise so much in Windows now for OneDrive, Office, Copilot. You’re essentially already in their store just by using Windows. So the real loss isn’t that people aren’t using Windows, it’s that people are cancelling OneDrive and Office subscriptions. That is what is going to be noticed.
I think we’re both right in a way. They won’t care about Windows specifically, but Windows to them isn’t the product anymore. It’s the entrypoint for users to Microsoft services, which is why they advertise so much in Windows now for OneDrive, Office, Copilot. You’re essentially already in their store just by using Windows. So the real loss isn’t that people aren’t using Windows, it’s that people are cancelling OneDrive and Office subscriptions. That is what is going to be noticed.
Yes, absolutely. They are digging their grave with their transition to being an AI company and it will absolutely catch up with them eventually.