
@Microsoft Copilot Cowork is rolling out to 100+ million people (if they pay 99$ per month per seat).
It's basically Claude Cowork inside integrated inside the Microsoft Ecosystem to bring AI Agents to the everyday user.
I see this going in a few ways:
(10%) It goes incredibly well. Lots of people love it and use it all the time, there are no issues. 99$ feels cheap and there's mass adoption.
(10%) Power users love it, but doesn't catch the average user. Still not many issues.
(20%) Big launch and lots of people sign up, but causes big churn. Growth stalls and investment isn't returned.
(25%) Some big mistakes happen and go viral "Copilot Cowork deleted my last 6 months of work" and causes lots of mistrust
(35%) Most companies don't ever adopt due to privacy concerns, regulations, and cost
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