> Home no-business-use-case (mostly gaming and maybe light web browsing) PC owners, and I suppose x-box? The former has got to be negligible at this point

With the broader job market being not-great, and everyone trying some sort of side hustle with the aims of making it big, it's definitely the bubble I'm in, but the "home" case has a lot of Google free office suite business looking usage, and even if there isn't a side hustle, maybe my friends are super weird but they use Google sheets to organize things even for non-business life things when things get complicated. Eg planning a wedding. That's Google and not Valve, but if customers get Steamboxes to access that vs Windows laptops (or Chromebooks), it looks like a threat to Microsoft to me. (But it's been the year for Linux on the desktop for decades now, so I'm not holding my breath.)