>gradually and then suddenly.
governments, institutions, and large enterprises (like, thousands of people) do not have the power to do anything "suddenly". they have contracts, and cash flow concerns. you cannot suddenly replaces tens to hundreds of thousands of machines.
20-50 years down the road? maybe! they (microsoft) surely arent doing themselves many favors. but they are certainly not in "significant danger" today.
Still, a lot of those woke up from a profound sleep about digital sovereignty and are now contemplating leaving the American software ecosystem.
It won't be sudden, until it is
And how many times this year have you seen a headline with some European country's government starting to migrate away from Microsoft?
You can't suddenly replace them, but in a lot of cases you can find that over an extended period more and more people choose the MacBook option from IT rather than the Windows one.
and then something like COVID happens and they change fast.
"Suddenly" in this case does not mean tomorrow.
It means that, today, a lot of enterprises begin pondering the question, and then about a year from now, they start seriously studying and prototyping it, and then "suddenly" in 2029 Microsoft starts seeing a deluge of defections. It means a whole bunch of peopling finishing the conversion all at once, relatively speaking, even if that "all at once" is 3-4 years away.
To put it another way, the thresholds where people get annoyed enough to quit are highly correlated to each other. If individuals on HN are posting "I don't want to switch, I've been working this way for decades now, but Windows has crossed the line for me, I've switched to Linux, and it was easier than I thought it would be", then corporations and governments are having very similar deliberations internally.
This is probably a more accurate model for how "influencers" seem to work than the idea that some crazy guy in your organization falls in love with Product X and evangelizes it internally. I'm sure that happens and is a real force, but this correlation-of-experience effect is probably bigger on the whole. If Product X was good enough to make an evangelist internally, or more germane to this conversation, to make some a mortal enemy of it internally, it's usually because it was a good enough or bad enough product to be able to do that in the first place, and eventually everyone will figure it out in exactly the same way, just later.
20 years is way too large a minimum estimate. If Microsoft responds correctly that might be good, but if they just decide to rest on their laurels and extract whatever value they can out of Windows while they can, Windows would never last 20 years of that. Even the slowest organizations can move faster than that. After all, to cut Microsoft's revenues off at the knees, they don't need to remove every last Windows 2000 server in their backoffice they can't upgrade, they need to cut out just the majority of desktop licenses.