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Policy2026-08-15 · source-backed
The merge started this week as the structural precondition, bringing chat, AI coding, the Cowork research tool and new AutoPilot background agents acting across Outlook, Teams and OneDrive into one product. The rollout also retired free Deep Research within four days, which reads as cost discipline rather than product strategy. GeekWire The effort sits under Jacob Andreou, the ex-Snap executive Nadella installed in March, against weak paid Copilot adoption.
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Per TechCrunch, Microsoft is discontinuing those plus Copilot Labs experiments for consumers while merging the consumer Copilot app with Microsoft 365 Copilot. It traces to a July memo from EVP Jacob Andreou arguing the app had to earn "the right to exist" in customers' lives....
The July 23 expanded Microsoft/Databricks partnership runs into the 2030s: Databricks runs its own core business operations on Azure Databricks, expands from Azure Cobalt 100 to Cobalt 200 (up to 50% better performance, memory encryption on by default) for agentic workloads, a...
GitHub announced that every Copilot plan moves to usage-based billing via "AI Credits" on June 1, 2026. The flat-rate model is dead. Every plan gets a monthly credit allotment calculated by actual token consumption (input, output, cached) at listed API rates. Code completions...
Here's the counterweight to the PMF story. Microsoft began revoking internal Claude Code licenses for most employees on May 14 with a June 30 deadline. The Experiences and Devices division, the team behind Windows, Microsoft 365, Outlook, Teams, and Surface, is moving engineer...
Fortune published a deep-dive on May 21 that should make anyone building on Microsoft's AI stack uncomfortable. After spending $13B+ on OpenAI and projecting $190 billion in 2026 capex (more than double 2025), Microsoft Copilot has reached just 20 million paying M365 users out...
Twelve months ago, OpenAI led Anthropic by 41 points in enterprise adoption. Today that gap is 8. Enterprise Technology Research's survey of roughly 500 respondents shows OpenAI dropping from 62% adoption (September 2025) to 56% (March 2026) while Anthropic surged from 21% to...
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