The Microsoft Copilot is even more expansive than you think. In this podcast (and detailed article on Substack) you see how Microsoft’s new Copilot “surface” (ie. product strategy) is likely to give them the lead in revenue and market share for Enterprise AI.

There are many players to consider here: Anthropic, OpenAI, Oracle, Nvidia, and vendors like ServiceNow, Okta, and big platforms like Workday (Sana), SAP (Joule), Salesforce, and others.

Despite all their various strengths and revenue streams, Microsoft has a huge advantage. And as you’ll hear, the corporate AI market is moving from “models” to “applications” (Surfaces) with an enterprise focus on Agent build, Agent deployment, Agent security, and Agent management. Microsoft is building to this direction and the recent leadership reorganization is fueling this momentum.

Read this in-depth analysis of Microsoft vs. Anthropic vs. OpenAI revenue and enterprise AI strategy.

Additional Information

How Microsoft Could Take The Lead In Enterprise AI (substack)

The Context Layer (Semantic Layer) In Enterprise AI And Where Business Rules Go (podcast)

Why AI Is A Massive Job-Creation Technology, Despite What You Think

The Age of the Superworker (and Supermanager)

Get Galileo: The AI Superagent for HR

• (00:00:00) - Why Microsoft Is the Leader in AI
• (00:02:41) - The Future of AI: No One Model
• (00:09:52) - Microsoft's Work IQ and the Context Layer
• (00:21:01) - SANA vs. Microsoft: How Microsoft Will Win