ABOUT THIS EPISODE
On Friday 25 September Microsoft rebuilt Copilot into one app with three tabs: Home, Code and Autopilot. Home puts Word, Excel and PowerPoint inside the assistant and adds a Today panel across mail, calendar, Teams and tasks. Code lets anyone build an app or workflow by describing it, hosted in the company's own tenant. Autopilot is a standing agent with, in Microsoft's words, its own identity, memory, computer and workspace, that colleagues can @mention like a coworker. Nothing is broadly available yet: Home and Code reach the Frontier early-access program in the coming weeks; Autopilot enters private preview at month end.
The same day Microsoft split the bill. Everyday AI stays on the per-user seat, with OpenAI and Anthropic models included. Cowork, Code, Autopilot and the frontier models run on a usage meter, which for enterprise customers stays off until an admin writes a spending policy. New small-business licenses bought through resellers get the meter on by default from 2 November.
In this episode, Stephen Forte covers:
- What was announced, and what is actually available. Three tabs, Office inside Copilot, Today, Code, Autopilot. Frontier program, private preview, no general availability date.
- How it looks on the desktop. Office in Copilot rather than Copilot in Office; a model menu offering GPT, Anthropic's Opus and Auto; the demo agent Dot that found a shipment problem across eighteen stores without being asked.
- Three layers of operational change. The assistant becomes the front door to Office; every department can build hosted software, with a plugin registry IT approves; and a colleague who is not a person gets a badge and an audit trail. Andreou: autonomy is "absolutely terrifying to an IT admin." Nadella: "Every agent has to have an identity."
- The bill. Seat plus meter, Microsoft's plug-in hybrid. "Some vendors put everyday AI work on a meter. We think that's the wrong deal." Enterprise meter off by default; reseller default on from 2 November; no price published on Friday; Opus 5 "with limits" and no limit stated.
- Is it a replacement for Claude? Anthropic's models are inside Copilot, so the question is the harness and the fence, not the brain. Microsoft's own chart (thirty dollars versus eighty-four for fifteen everyday tasks; seventy-three versus one hundred forty-nine for an advanced user) and the fine print that priced the rival on its most expensive model throughout. The host's read as an operator whose company runs on Claude and pays Microsoft too.
- What Microsoft did with its own product. Rivals on the menu at the flat price; its own meter off by default; its own executive calling it terrifying. Microsoft put its rivals on the menu. What it is charging for is the building.
Sources:
- Microsoft, Introducing the new Copilot with Home, Code and Autopilot (Jared Spataro, 25 September 2026): https://blogs.microsoft.com/blog/2026/09/25/introducing-the-new-copilot-with-home-code-and-autopilot/
- Microsoft Tech Community, Evolution of the Copilot pricing model (Nicole Herskowitz, 25 September 2026): https://techcommunity.microsoft.com/blog/microsoft-copilot-blog/evolution-of-the-copilot-pricing-model/4559416
- Microsoft Partner Center, September 2026 announcements: https://learn.microsoft.com/en-us/partner-center/announcements/2026-september
- GeekWire, 25 September 2026: https://www.geekwire.com/2026/microsoft-unveils-all-in-one-copilot-app-taking-on-anthropic-and-openai-in-new-push-to-boost-adoption/
The AI Brief from the YPO Technology Network is a daily executive briefing on the AI developments that matter to business leaders. Hosted by Stephen Forte.
