> lot of enterprises begin pondering the question, and then about a year from now, they start seriously studying and prototyping it

Not sure about big enterprises, but I already see this happening in the mid-size, non tech company market.

I'm an IT manager and has been a sysadmin/ops for my entire career, and the past ~4 years I've been seeing a pretty consistent shift toward companies my company does business with deploying more and more macs. Windows is still dominant in my industry, but the cracks in the wall are widening. It's gotten to the point that I'm genuinely surprised now when I see Windows when someone screen shares.

Apple silicon is just too good and the generations coming into the workforce now don't have a "default" windows familiarity that we used to have. They're coming in needing to be trained on how to use a PC in general, windows or not, having used nothing but chromebooks and mobile OSes.

Now, Office OTOH is more entrenched than windows. Even the macshops I interact with are all on M365. Macs are managed with Intune, users & SSO with Entra, Defender for EDR, and of course the office apps. And that's why Microsoft probably isn't as afraid as it seems when it comes to Windows. Even without Windows lock-in, there is very real M365 lockin that is far more entrenched than the endpoint OS.