The new Copilot is Microsoft’s bet that the AI race is moving from models to products. It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft. The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away. It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous? My full conversation with @satyanadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout. 00:00 Microsoft’s new Copilot 02:02 Why not just give us Autopilot? 05:18 Who pays for always-on AI? 08:06 Copilot picks the model 10:27 Chinese models and OpenAI’s lead 12:04 Competing with OpenAI and Anthropic 13:17 US–China AI talks 16:11 Does AI need new rules? 18:05 The data center backlash 20:40 Is AI being overbuilt? 23:44 Keeping humans in control