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Enterprise Software’s Publisher Moment
Microsoft recently announced it was folding its consumer and corporate Copilot chatbots into one application. The stated reason was to be more competitive with Claude and ChatGPT. The more interesting story is what the move quietly suggests.
Microsoft built a copilot for every product. It watched the sprawl confuse everyone. Now it is collapsing all of it into a single interface that sits above the products. Word, Excel, and Teams become capabilities. The interface becomes the thing you actually use.
Hold that picture. It is the whole argument.
Software was always a publishing business
I…
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