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This is big: Major PC manufacturers will be shipping with default Linux instead of Windows.

-Over $100 cost for the Windows OS on a $400 laptop.
-11% dissatisfaction returns on Win11. Costing them $75 per return.
-Support calls kill any profit.
-Lenovo, Asus, Dell, HP, all brands are all moving together. Looks like the highway instead of MS way.
-The forced AI, forced Browser, forced advertising, forced spyware, bloatware which is non-removable, difficulty in customization, stealing user data to train AI, etc,etc all add up.
-3-5% usage of Co-Pilot by Office users after tens of billions spent.
-International security concerns over automatic data transmission back to Microsoft.

https://www.windowscentral.com/software-apps/windows-11/windows-11-10-lost-400-million-users-3-years
According to StatCounter, Windows has lost roughly 15% of its userbase in the last 10 years.

There are parts of Windows 11 today that are still incomplete, with missing features and broken UX. Dark mode for example, a standard feature of all modern platforms, is basically outright broken on Windows 11. For whatever reason, Microsoft doesn't feel it's important to fix issues like this, instead prioritizing Copilot, AI, and en****tification across the board.

Expect increased consumer demand for more Linux software from the common major brands.
Some will do it. Some will will not.

Time to short MSFT? https://www.marketwatch.com/investing/stock/MSFT

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Why DRAM is so expensive:

https://bizety.com/2025/12/28/the-dirty-dram-deal-how-openai-just-locked-up-40-of-global-ram/
Sources close to the deals suggest that Sam Altman’s AI powerhouse has effectively cornered a staggering 40% of the world’s projected DRAM manufacturing capacity for the coming years. This isn’t just a big order; it’s a strategic denial of resources that could redefine the AI arms race.

Why can OpenAI afford this, and why are they willing to pay such a premium?
-Massive War Chests: With significant backing from Microsoft ($13 billion and counting), plus investments from other strategic partners, OpenAI has access to unparalleled financial resources.
-Existential Bet: For OpenAI, scaling AI compute is not just about growth; it’s existential. The future of AI, as they envision it, requires orders of magnitude more compute power. Locking up memory is as critical as securing GPUs for their competitive advantage and continued innovation.
-The Moat: The cost of denying competitors essential resources might be seen as a justifiable expense to solidify their leadership position in the burgeoning AI market. In a race to AGI, compute is the ultimate currency.

https://interestingengineering.com/innovation/cell-inspired-liquid-robots-south-korea
Researchers have developed a Particle-armored liquid robot (PB), a liquid-particle composite capable of deforming, engulfing, and merging without losing its structure.

The sales pitch:
(we all know these is not the goal posts)

The innovative material, resembling the behavior of cells, could lead to advanced biomedical applications like targeted drug delivery and tumor cell destruction.

The breakthrough, reported by a team in South Korea, marks a significant step toward creating miniature, adaptive machines for medical use.