Windows GAI Copilot Released to Billions

By Patrick Moorhead - October 3, 2023

The Six Five Team discusses Windows GAI Copilot Released to Billions.

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Transcript:

Patrick Moorhead: So let’s move forward in other generative AI news. Windows copilot went to GA. And this is a huge deal, folks. This is not in preview, you can go and do a Windows C and the copilot comes up. Now it is a preview copilot. If you do want to do preview and see all the cool features that are inside things like Windows photos, the new Outlook, right? Instead of mail, you get a, I would call a mini version of Outlook. It’s not the enterprise version, but adds all these generative AI tricks. Heck, if you want to do some of the generative AI magic tricks in Clipchamps, for instance, you want to take a video and take it 16 by nine, put it in a portrait and slam it into Instagram for a reel. Yeah, for real. With a Instagram reel, you can do that.

So the amount of users is daunting. I would say there’s probably 1.5 billion Windows users. And then when you slide on Microsoft 365, you’re probably going to have 2.x billion users on this. Scale matters, Daniel. And what’s happening is because Windows is the preferred operating system for a computer, I believe it has 90% market share, everybody who knows how to use the Microsoft copilot will then go to work and know how to use the Microsoft 365 copilot, the one for Dynamics 365, the one for GitHub. So there’s not going to be this massive retraining that you might have if Microsoft didn’t have this on Windows. And while I hate to use the word democratizing generative AI, this is about as-

Daniel Newman: Why do you hate that?

Patrick Moorhead: I don’t know. It sounds political, but I like the idea of expanding generative AI to literally everybody on the planet. So faster than I thought, Microsoft said it was going to be out, they telegraphed this, the New York event that we covered with The Six five, but it’s great to see it’s there. I downloaded the preview as well, the lower risk version of the preview, and I urge you to do that as well if you want to get all of these generative AI goodies.

Daniel Newman: That was pretty quick, but I guess we did cover this one last week indirectly, right?

Patrick Moorhead: Yeah.

Daniel Newman: I’m peeping Melody Brew’s article, more insight strategies expert analyst. She quoted you in it. That’s pretty cool. So what you do now is you have your analysts cite you.

Patrick Moorhead: Well, I mean, I tell them to cite the smartest people out there. I didn’t tell them to choose me.

Daniel Newman: Was my phone line busy? What happened?

Patrick Moorhead: Possibly. Dude, you’re in corporate meetings. Executive level meetings.

Daniel Newman: Hey look, it’s a race to a billion, what can I say? The world’s largest independent research and analysis firm. Don’t you love how that sounds?

Patrick Moorhead: It is. And I’m the world’s largest independent analyst firm in downtown Austin.

Daniel Newman: Yeah. Right. Wait. I got an office down there. Anyway.

Patrick Moorhead: That’s right…

Daniel Newman: You got to love Fridays, people. You got to love Fridays. So listen, pick up your mail. Occasionally, get down there.

Patrick Moorhead: All right.

Daniel Newman: So, here’s the thing with the co-pilot, and I’ve said this for a while, I started to allude to it in the SAP. What Microsoft is doing really well is Microsoft understands the way a worker or a consumer is going to want to experience and interact with its apps, okay? And in this world, we basically want a ubiquitous experience, starting with the millennial generation,- Pat, but definitely into these Gen Zs. There’s no reading instructions anymore. There’s no interest in any sort of tutorial. We want to be able to pick… I say we as in me because you’re old, but we want to be able to just use-

Patrick Moorhead: Ouch, buddy.

Daniel Newman: I know. I know. It hurts, hurts.

Patrick Moorhead: I am old. No, listen. I’m not going to hold your lack of experience against you, ever.

Daniel Newman: Thank you.

Patrick Moorhead: Okay?

Daniel Newman: I appreciate that. That’s very sweet of you.

Patrick Moorhead: By the way, that was Ronald Reagan debating… God, I even forget. Maybe Jimmy Carter. No, no, no. Not Jimmy Carter. I don’t know the guy who lost.

Daniel Newman: Whoever that was. That was before I was old enough to… Actually, I wasn’t alive. But anyways, the point here though is ubiquity, simplicity, and the fact that as you go from copilot to copilot… I asked this question, Pat, and you banged me on it a little bit because it was something that’s kind of in motion. But the truth is, and I said this about SAP, we’re going to have a copilot for copilots, we’re going to have an app for apps, and a gen AI for gen AI. And your point of never being a single pane of glass is true. Having said that, the idea of ETL and APIs and calls and SDKs has existed for a long time. And why do those things exist? It exists because people don’t want to have to go into every single unique tool to be able to get the benefit of gen AI. Okay?

So if you want to be able to generate an image in Bing image generator, truth is in the long, should you have to go to Bing forever? Or should there be a digital assistant that you could say, look, create an image and it would know that what you’re asking is something that gets done in Bing. So Microsoft is not entirely there yet, but I think what they’re showing directionally is they’re trying to create a ubiquitous, seamless experience that goes across copilots. I admire that. I think it’s going to take some time, I think it’s going to take some work, but I think they’re on the right trajectory. The only other company I think that’s got a likely path to doing that is Apple. Will Apple do that? I have no idea what Apple’s doing with AI. I prefer to pick on them for the things they do wrong rather than prognosticate the things they may eventually get right. But having said that, Apple doesn’t have productivity apps that people use heavily. Yes, I do know they have a Word document thing, but does anyone use that?

Patrick Moorhead: No, no.

Daniel Newman: Not in the enterprise, for sure. And so it’s not really a thing, but my point of more of having that ubiquitous front end. I mean, that’s what Siris kind is supposed to be. It just doesn’t really do that well yet. All right. Anyways. That’s all I got to say about that.

Patrick Moorhead
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Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.