> What makes you think windows is in a death spiral? They still have a good 75% market share and while that fluctuates, it doesn't seem to really drastically decrease.

Of what? Most of what I see normal consumers doing is in Android, typically on ARM. I think my observations are a little biased, but not a lot. According to statcounter:

Android 41.56%

Windows 28.29%

iOS 17.29%

OS X 7%

Unknown 3.05%

Chrome OS 1.32%

Critically, it's no longer a monopoly; there's a lot less lock-in than there once was. Even Microsoft Office is gradually moving to the PWA model. Most servers and embedded systems I see run some variant of Linux as well. The market Microsoft has 75% share in seems to increasingly by a niche market within a much larger ecosystem. Microsoft seems to have pivoted, and as someone pointed out, no longer cares too much.

However, the Wintel monopoly is dead. If Intel is tied to Windows, they'll increasingly be swallowed alive. TSMC manufactures most of those ARM chips. There's no way a smaller player can keep up in fabs and manufacturing technology.