Or maybe they will launch Win 12 with optional TPM support.
Imho making the OS(es) TPM only cannot be good for their business, many people are still on Win 10 with no intention to switch, since their motheboard does not support TPM and do not want to upgrade PC / waste PCI-E slot on TPM extension.
I quite enjoy MacOS but they are way more likely to break backwards compatibility than Microsoft. I would argue that one of Microsoft’s biggest problems with Windows is that they don’t break compatibility often enough. The engineering effort they put into maintaining support for archaic software is pretty immense.