Microsoft’s consumer-facing Copilot rollout has landed the company in federal court in Australia after the Australian Competition and Consumer Commission (ACCC) accused Microsoft of misleading roughly 2.7 million subscribers by bundling Copilot into Microsoft 365 personal and family plans while...
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Microsoft’s pivot from software stalwart to the hyperscaler monetizing AI is now unmistakable: Azure is the supply engine, Copilot and seat-based offerings are the demand engine, and the company is deliberately trading short-term margin pressure for long-term platform dominance.
Background...
Microsoft’s recent market ascent isn’t just another tech rally — it’s the result of a deliberate playbook that converts decades of enterprise lock‑in into recurring, high‑margin AI revenue, and that strategy could leave Microsoft standing when the current AI exuberance fades.
Background /...
Satya Nadella’s rhetoric about empathy and “hitting refresh” now collides with a series of hard, public failures: mass layoffs, a bruising consumer reaction to AI-first pricing and features, a privacy backlash over an AI snapshot tool, and a support deadline that leaves millions of ordinary PC...
Microsoft is weaving its AI assistant deeper into the Office experience by rolling Copilot Chat and agent capabilities directly into core Microsoft 365 apps — Word, Excel, PowerPoint, Outlook, and OneNote — bringing a unified, in-context chat pane and a raft of new tools aimed at turning an AI...
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Microsoft appears to be quietly reworking how it charges businesses for Copilot — moving role-based Copilots for Sales, Service, and Finance into the core Microsoft 365 Copilot offering, reorganizing teams around an “agent-native” strategy, and shifting how custom agents are metered. If...
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