I have heard people saying that for 20 years. "We just need to get more OEM preinstalls and then Windows will fail." Meanwhile, various OEMs have come and gone (i.e. they all crumpled under the pressure) and nothing happened. System76 has been around for 16 years, they have their niche but that's about it. Ultimately, they are a hardware company making a distribution that works well with their laptops, and that's all they can really do.

For any of these companies, I would seriously ask them "do you think you can be the next Microsoft or Apple, and if so what would you do to get there". And if the answer has something to do with trying to convince OEMs to install Linux, or trying to ship more random embedded devices, then I probably say they need to come up with a new plan.