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The Downfall and Enshittification of Microsoft in 2026(caio.ca)
5 points by speckx 12 hours ago | 1 comments
akho 12 hours ago | parent [-]

Are we giving strategic advice to Microsoft now?

Anyway: consumer OSes are historically cheap, and cannot be easily converted into subscriptions. So the market is low-margin, and shrinking (due to both phones and clouds). I suspect it is already unprofitable for Microsoft. So they need to exit; while exiting, ideally, sell people something else.

Which is what we observe.

The article advises them to “have a boring year” to “stop the slide” to stay dominant in a market they should have left years ago.