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  • Cloud. Windows is going to be sold as remotely accessible virtual machine hosted on Azure. The change will first take place in government offices, then in companies, and finally (after people get used to it at work) among consumers.

    Why would gov and enterprise like it? Because of:

    • safety - all enterprise data will be stored on Azure servers and won't ever leave it. It makes preventing data leakage so much easier
    • maintenance - software updates can be applied even outside of working hours, Microsoft could launch VMs and update at any time
    • ease of upgrade - need better specs? you don't need to buy better hardware anymore, you just buy better subscription. Hardware won't become obsolete anymore that quickly

    Consumers will also like it. No need to pay hundreds of dollars for new GPU when you just want to play newly released game. Also, all your data accessible from anywhere in the world.

    And why Microsoft would like it? Kinda obvious, it would be even harder for users to quit a subscription, they will be tied to ecosystem even more

    • We are basically already there with Windows 365. It's the comeback of the thin-client and the main frame. Everything old is new again.

    • I agree with the first part but simplify the "why they'd do it":

      • it's easier to choose with nice marketing
      • corruption.
      • being able to externalize IT.

      As for the rest, from what I've seen:

      • Web infrastructure relies on open source. Military critical OSs are a custom from open source. Security is best working from open source.
      • You can pay the same maintenance fee for open source programmers for chasing your targets, leading to Ubuntu, opensuse, LibreOffice teams.
      • upgrade is debatable. In the end i'd guess you're more often better off with your hardware or national servers, but that's related to security.

      Consumers will like it, then enshitificaction. Also your data anywhere in the world.

  • Microsoft pushes cloud and AI with increasingly negative side-effects. Eventually, EU regulation steps in to require offline-capable OS with fair and obvious choice. Microsoft tries to argue security, but ultimately fails.

    Microsoft continues to push and connect their services as one, with synergy effects. Eventually EU regulation and prosecution steps in, requiring a neutral OS that must not pre-install software or point to other products in OS settings and apps, etc. Integrations must be openly standardized first, before implementing their own.

    Despite all this, and despite a move from EU and EU-national institutions to sovereignty through shared open source solutions, Microsoft retains their strong/prevalent market position because the market as a whole is not as strategic and concerned, and Microsoft products like office, onedrive, Teams, and their other business software and services remain a predominant and grab-first choice, and the security promise of big enterprise software, battle-tested, with strong established auth etc remains a big selling point for them.

  • More subscription service pushing. Windows isn't a source of revenue growth for MS, it's a cheerleader. Lost subscription revenue for Windows on servers to Linux. MS SQL couldn't stop MySQL, MariaDB, PostreSQL, etc. Games for Window Live and paid online gaming failed on PC. Windows Store has been a decade and a half dud. Gamepass looks stagnant and Xbox hardware in decline. Windows Phone failed - big reason Windows Store failed and no presence as a TV OS anymore besides the declining Xbox

    MS wants products where users are continuously monetized. The software storefronts haven't worked out like they wanted so focus on subscriptions and advertising. Azure, OneDrive, O365, Copilot, Gamepass less focused on Xbox hardware, ... whatever else they can come up with. Windows will advertise them sacrificing user satisfaction for Windows

    For MS it may be the right move. Don't think there's political willpower for trying again to compete with Android and iOS for mobile. Don't think they'd even manage TV against Roku let alone Android TV or big TV makers like Samsung with Tizen. Apple would have to screw up hard with MacOS for those users to switch to Windows rather than sticking Mac or go to iPad's. Android has a desktop cooking with an eventually graphics accelerated Debian VM. Linux in general still on the multi-decade nibbling towards the mainstream along with software like Blender, Krita, LibreOffice

    OS reccuring fees is a server and enterprise workstation support contract thing. Trying to do that to consumer desktop would kill it pretty quick. Windows is in a hard place of being a mature big money maker that doesn't look possible for growth but still too big to cast aside. It'll straddle the line of advertising where MS tries to not kill its market share but nag users to buy MS subscription services. More telemetry for advertising

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