Microsoft’s Autopilot opens new AI revenue path, Jefferies writes

Microsoft Corp (NASDAQ:MSFT) has opened new ways to earn usage-based revenue with its latest Copilot tools, according to analysts at Jefferies, although the broker expects enterprise adoption to build gradually.

The launch includes Home, a unified starting point for Chat and Cowork that integrates Office tools and lets users create and refine files within conversations.

Cowork handles delegated, end-to-end tasks, while the new Autopilot extends that model into persistent, recurring execution, including monitoring channels and following up on threads.

Alongside those capabilities, Code uses GitHub Copilot technology to let users, including non-developers, build applications, dashboards and workflows through natural language prompts.

Under the pricing model, simple AI tasks remain covered by user subscriptions, while…