Seems like there should be some alarms sounding when a handful of companies carry a stock index like this. Not something that should be celebrated.
It doesn't make any sense. It is a psychosis.
Some big companies (like the one I work for) are scrapping MS Office and Teams and moving everyone to Google Workspace.
Consumers who only use computers for web browsing are less likely to need Windows PCs - they could switch to Chromebooks, iOS/Android tablets or phones.
ford, to take your example, could be replaced overnight if for example another pinto happens and users wil both still have their cars and be able to buy new ones from other manufacturers and the power vacuum will be relatively minor.
if tomorrow microsoft dissolves through an act of god, the power vacuum of "who will get $100 everytime hp, dell et al sell a computer" will be gigantic.