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The Weighted Average

Wire

Microsoft folds four Copilots into one app

Microsoft will fold four surfaces—Copilot chat, GitHub Copilot, Copilot Cowork, and Autopilot—into one AI super app spanning consumer and commercial use this year. The Verge’s report on Satya Nadella’s earnings-call confirmation says the consolidation follows a quarter in which Microsoft revenue reached $90 billion, with AI and cloud driving the increase. For operators assessing Microsoft’s model-routing control plane, the implication is distribution: one front door can make the underlying model and agent boundaries disappear from users before the economics underneath have stabilized.