AI 导读
Fortune 报道微软正打造一款超级应用，把分散的 Copilot 产品整合到一起，并将其定位为解决碎片化问题的方案。报道称 Microsoft 365 的 4.5 亿席位中付费使用 Copilot 的不足 4.5%，约 2000 万；GitHub Copilot 以 470 万付费席位成为例外，目前正承受来自 Cursor 和 Claude Code 的压力。
正文
Fortune reports Microsoft is building a "super app" to unify its scattered Copilots.
Under 4.5% of 450 million Microsoft 365 seats pay for Copilot. Around 20 million, out of nearly half a billion. The app is pitched as a fix for fragmentation. The open question is whether fragmentation is really the problem, or whether no single interface moves a number that low.
GitHub Copilot is the exception at 4.7M paid, and it's the one now facing real pressure from Cursor and Claude Code. Source: Fortune
来源：@kimmonismus · x.com