据The Information报道,微软正在将消费者版和企业版Copilot合并为一个统一应用,同时裁减用户不用的功能。新体验将集成AI编程工具、付费AutoPilot智能体及Copilot Cowork等插件,目标8月上线。内部口号直言要“赢得并配得上在客户生活中的存在”。截至4月,Copilot付费用户达2000万(1月为1500万),而ChatGPT付费订阅超过5000万且消费者覆盖更广。微软仍拥有企业分发优势,但关键在于证明Copilot不只是Office中每月30美元/座位的AI层。
Microsoft is reportedly merging consumer and enterprise Copilot into one app after cutting features customers were not using.
According to The Information, Jacob Andreou told staff the overhaul will add AI coding tools, paid AutoPilot agents and add-ons like Copilot Cowork into a unified Copilot experience targeted for August.
The internal line is unusually blunt: "earn and respect the right to exist in our customers' lives."
Copilot reached 20M paying users by April, up from 15M in January. But ChatGPT has more than 50M paying subscribers and far more consumer reach. Microsoft still owns the enterprise distribution. The hard part is proving Copilot is more than another $30-per-seat AI layer inside Office.