Overview
- Microsoft introduced early-access Copilot features called Council and Critique that compare answers from models like ChatGPT and Claude and then fact-check responses.
- Copilot has only about 15 million subscriptions compared with roughly 450 million commercial seats for Microsoft 365, highlighting weak user uptake.
- Shares have logged Microsoft’s worst quarter since 2008 with the stock down more than 20% this year, and Yahoo Finance notes a drop of about 31% from the peak.
- Executives are doubling down on Azure capacity and in-house AI models, with AI chief Mustafa Suleyman saying the goal is to reach state-of-the-art capability by 2027.
- Analysts say many enterprises prefer AI tools that are easy to access inside existing software, which could help Copilot regain ground as Anthropic’s Claude gains fans and as fears grow about a broader SaaS shakeout.