据《财富》报道,微软正构建一个“超级应用”,以统一其分散的Copilot产品。此举的背景是付费率低迷:在Microsoft 365近5亿席位中,仅约2000万(不到4.5%)付费使用Copilot。GitHub Copilot是例外,拥有470万付费用户,但正面临来自Cursor和Claude Code的竞争压力。核心疑问在于,产品分散是否是付费率低的主因,抑或单一界面本身难以驱动用户大规模付费。
Fortune reports Microsoft is building a "super app" to unify its scattered Copilots.
Under 4.5% of 450 million Microsoft 365 seats pay for Copilot. Around 20 million, out of nearly half a billion. The app is pitched as a fix for fragmentation. The open question is whether fragmentation is really the problem, or whether no single interface moves a number that low.
GitHub Copilot is the exception at 4.7M paid, and it's the one now facing real pressure from Cursor and Claude Code. Source: Fortune