Microsoft rises by 3% after unveiling Autopilot, an AI that could work for you.
The idea behind the Copilot redesign is to turn it into a kind of super work application that brings together messaging and Microsoft 365 tools in one place.
However, the real novelty is Autopilot. Unlike a chatbot that waits for you to ask it a question, Autopilot is designed as a digital colleague that can work in the background while you do other things.
You give it a role and a goal. Then it can monitor Teams and Outlook, cross-reference information with Word, Excel, or Dynamics 365, detect a problem, and prepare the next steps to take on its own.
For example, if a vendor announces a delay by email, Autopilot could detect the update, check its impact on inventory, identify the people affected, and prepare a summary for the team even before anyone asks it to.
A bit like Muse for Meta, Autopilot could be a new way for Microsoft to monetize AI. Copilot’s core features remain tied to licenses, but Autopilot’s autonomous tasks can be billed based on usage with credits.
In other words, the more companies delegate work to these agents, the more Microsoft could generate additional revenue.
Note that the Autopilot agent is still in private version, so it’s not yet clear how widely companies will actually adopt it. In any case, it’s clear that Microsoft wants Copilot to be more than just a chatbot in Word.
Microsoft is the second largest position in my portfolio after Meta (which has just regained its position as number 1 over the past week).
The idea behind the Copilot redesign is to turn it into a kind of super work application that brings together messaging and Microsoft 365 tools in one place.
However, the real novelty is Autopilot. Unlike a chatbot that waits for you to ask it a question, Autopilot is designed as a digital colleague that can work in the background while you do other things.
You give it a role and a goal. Then it can monitor Teams and Outlook, cross-reference information with Word, Excel, or Dynamics 365, detect a problem, and prepare the next steps to take on its own.
For example, if a vendor announces a delay by email, Autopilot could detect the update, check its impact on inventory, identify the people affected, and prepare a summary for the team even before anyone asks it to.
A bit like Muse for Meta, Autopilot could be a new way for Microsoft to monetize AI. Copilot’s core features remain tied to licenses, but Autopilot’s autonomous tasks can be billed based on usage with credits.
In other words, the more companies delegate work to these agents, the more Microsoft could generate additional revenue.
Note that the Autopilot agent is still in private version, so it’s not yet clear how widely companies will actually adopt it. In any case, it’s clear that Microsoft wants Copilot to be more than just a chatbot in Word.
Microsoft is the second largest position in my portfolio after Meta (which has just regained its position as number 1 over the past week).