I didn't want to argue laptops are becoming obsolete. In fact I think they'll become more important - the share of desktops + laptops is shrinking, but laptops

I didn't want to argue laptops are becoming obsolete. In fact I think they'll become more important - the share of desktops + laptops is shrinking, but laptops are gaining disproportionally over desktops. Nevertheless, the importance of the OS shrinks in my opinion. Either you use windows, then you're (still) bound to x86 (yes, Windows technically supports other platforms, but this is mostly history), or you're using a Mac (BSD-based OS, doesn't really care which architecture) or something else (i.e. Linux, which also doesn't care). Microsoft isn't stupid by far. As soon as the market doesn't favor Intel/x86 anymore they'll pivot to providing a linux window manager (earning money with telemetry and their office platform). I'm convinced Intel has to play a big card soon (and I'm quite sure they will), or they're history, comparable to IBM in 2000-2010.