Are consumers just tech debt to Microsoft?

I’m not saying this will definitely happen, but I think we could be on the cusp of a significant shift in Windows market share for consumer computers. It is not going to drop to 2% in a year or anything, but I feel like a few pieces are coming together that could move the needle in a way we have not seen in several decades. There are three things on my mind .

Number one is that Microsoft just does not feel like a consumer tech company at all anymore. Yes, they have always been much more corporate than the likes of Apple or Google, but it really shows in the last few years as they seem to only have energy for AI and web services. If you are not a customer who is a major business or a developer creating the next AI-powered app, Microsoft does not seem to care about you.

I just do not see excitement there. The only thing of note they have added to Windows in the last five years is Copilot, and I have yet to meet a normal human being who enjoys using it. And all the Windows 11 changes seem to have just gone over about as well as a lead balloon. I just do not think they care at all about Windows with consumers.

The second thing is the affordable MacBook rumored to be coming out in 2026. This will be a meaningfully cheaper MacBook that people can purchase at price points that many Windows computers have been hovering around for many years. Considering Apple’s focus on consumers first and a price point that can get more people in the door, it seems like that could move the needle.

The third thing is gamers. Gamers use Windows largely because they have to, not because they are passionate about it. Maybe they were passionate about it in the 90s, but any passion has gone away. Now it is just the operating system they use to launch Steam. In early 2026, Valve is going to release the Steam Machine after a few years of success with the Steam Deck. We will see how they do there, but what they are doing is releasing a machine that runs Windows games on Linux. And it runs them really well. The Steam Deck has proven that over the last few years. If someone can package up a version of Linux that is optimized for gamers, then I think there is a meaningful number of PC gamers who would happily run that on their computer instead.

I do not know if this is going to happen. It is always easy to be cynical and suggest everything will stay the same, and I understand that markets of this size take a long time to change. However, it just feels like there are some things happening right now that are going to move the needle, and I am excited to see what happens.