Microsoft packages business AI in single app as it tries to compete with Anthropic

Cnbc · Sep 25, 2026 · 634 words · By Jordan Novet

headphones Listen to the eFinder podcast briefing

Generate a natural audio summary of this story

Daily briefing

What to know about Microsoft packages business AI in single app as it tries to compete with Anthropic

Microsoft is shifting its strategy for its Copilot AI platform as the software giant keeps looking for momentum in enterprise AI, where Anthropic has been gaining traction.

Claims checked 14

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

5 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Microsoft is shifting its strategy for its Copilot AI platform as the software giant keeps looking for momentum in enterprise AI, where Anthropic has been gaining traction.

Why it matters

On Friday, Microsoft introduced an updated Copilot app that can both code and handle complex productivity tasks, a move the company hopes will entice more of its Office 365 customers to pay for the advanced tools.

Common ground

While Microsoft maintains a dominant position in business software through Office, its flagship work AI product hasn't taken off.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Microsoft packages business AI in single app as it tries to compete with Anthropic?
What evidence would most clearly confirm or weaken the claim that users of the coding product can manually select which model they want to use, including a cost-efficient offering from Microsoft?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/09/25/microsoft-copilot-ai-coding-anthropic.html

fact_checkClaims Checked

eFinder analyzed this article and checked 14 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 5

schedule Pending 4

help Insufficient Evidence 2

verified Verified 1

verified Verified By Reference 1

info Single Source 1

schedule

Claim 1: “users of the coding product can manually select which model they want to use, including a cost-efficient offering from Microsoft.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 2: “Microsoft has, to this point, offered its 365 Copilot AI assistant for knowledge work separately from its GitHub Copilot coding agent.”

VERIFIED

The evidence indicates a 'new Copilot' relaunch that combines these capabilities, implying they were previously separate. Wikipedia and web results distinguish between the general Copilot/M365 Copilot and GitHub Copilot.

menu_book

wikipedia NEUTRAL — Microsoft Build (often stylized as //build/) is an annual conference event held by Microsoft, aimed at software engineers and web developers using Windows, Microsoft Azure and other Microsoft technolo…
https://en.wikipedia.org/wiki/Microsoft_Build

menu_book

wikipedia NEUTRAL — Microsoft Copilot is a generative artificial intelligence chatbot developed by Microsoft AI, a division of Microsoft. Based on the Microsoft Prometheus large language model, it was launched in Februar…
https://en.wikipedia.org/wiki/Microsoft_Copilot

menu_book

wikipedia NEUTRAL — Microsoft Power Platform is a collection of low-code development tools that allows users to build custom business applications, automate workflows, and analyze data. It also offers integration with G…
https://en.wikipedia.org/wiki/Microsoft_Power_Platform

+ 3 more evidence sources

check_circle

Claim 3: “Microsoft says clients will pay for the Cowork, Code and Autopilot portions of the new app based on usage”

CORROBORATED

Multiple independent web sources confirm that the 'agentic' parts of the new app (Cowork, Code, Autopilot) are billed based on usage/consumption via Copilot Credits rather than a flat seat price.

travel_explore

web search NEUTRAL — Usage-based billing. Cowork, Code, Autopilot, certain advanced SharePoint experiences, and specified frontier models. A variable cost tied to advanced AI consumption, measured through Copilot Credits.
https://jorgep.com/blog/microsoft-copilot-september-2026-cha…

travel_explore

web search NEUTRAL — Microsoft relaunched Copilot with Home, Code and Autopilot. It looks a lot like Claude, but the real story is distribution: Microsoft is already inside the business.The agentic parts are billed on usa…
https://www.livain.com/blog/microsoft-new-copilot-looks-like…

travel_explore

web search NEUTRAL — microsoft-copilot-update-explained-adobe-302960645-blog-hero. On September 25, Microsoft announced a relaunched Copilot – dubbed "the new Copilot" – which brings Chat, Cowork, Code and Scout together …
https://www.softwareone.com/en/channel-partner/articles/2026…

check_circle

Claim 4: “An Autopilot tab will allow users to create custom agents that can take care of assignments and communicate in Teams and Outlook.”

CORROBORATED

Web search results confirm that agents can be used to automate workflows and deliver experiences in Teams and Outlook, and the 'new Copilot' includes an Autopilot tab for these purposes.

menu_book

wikipedia NEUTRAL — JAGGAER, formerly SciQuest, is a cloud-based, AI-enabled procurement software and spend management company, covering sourcing, contract management, spend analysis, e-procurement, invoicing, payments, …
https://en.wikipedia.org/wiki/Jaggaer

menu_book

wikipedia NEUTRAL — The Chicago Tribune is an American daily newspaper based in Chicago, Illinois, United States. Founded in 1847, it was formerly self-styled as the "World's Greatest Newspaper", a slogan from which its …
https://en.wikipedia.org/wiki/Chicago_Tribune

menu_book

wikipedia NEUTRAL — The Consolidated B-24 Liberator is an American heavy bomber, designed by Consolidated Aircraft of San Diego, California. It was known within the company as the Model 32, and some initial production ai…
https://en.wikipedia.org/wiki/Consolidated_B-24_Liberator

+ 3 more evidence sources

verified

Claim 5: “the commercial Microsoft 365 Copilot costs $30 per user per month”

VERIFIED BY REFERENCE

Wikipedia and multiple web sources explicitly state the price for Microsoft 365 Copilot is $30 per user per month.

menu_book

wikipedia NEUTRAL — Microsoft 365 (previously called Office 365) is a product family of productivity software, collaboration and cloud-based services owned by Microsoft. It encompasses online services such as Outlook.com…
https://en.wikipedia.org/wiki/Microsoft_365

menu_book

wikipedia NEUTRAL — Microsoft SharePoint is a web-based collaborative platform primarily used for building corporate intranets, document and content management, and file sharing. Developed by Microsoft, it is primarily u…
https://en.wikipedia.org/wiki/SharePoint

+ 3 more evidence sources

schedule

Claim 6: “Companies enrolled in Microsoft's Frontier program... will be able to use the Home and Code tabs in the coming weeks, with the Autopilot available in private preview by the end of this month.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 7: “The new Code feature... is based on the same technology as GitHub Copilot.”

CORROBORATED

Three separate web search results explicitly state that the new 'Code' feature is powered by the same technology as GitHub Copilot.

menu_book

wikipedia NEUTRAL — GitHub ( ) is a proprietary developer platform that allows developers to create, store, manage, and share their code. It uses Git to provide distributed version control, and GitHub itself provides acc…
https://en.wikipedia.org/wiki/GitHub

menu_book

wikipedia NEUTRAL — GitHub Copilot is a code completion and programming AI-assistant developed by GitHub and OpenAI that assists users of Visual Studio Code, Visual Studio, Neovim, Eclipse and JetBrains integrated develo…
https://en.wikipedia.org/wiki/GitHub_Copilot

menu_book

+ 3 more evidence sources

help

Claim 8: “David McLaren, enterprise data and AI leader at consulting firm GHD, said his company has given Microsoft Copilot to 12,000 employees”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding David McLaren or GHD's deployment of Copilot to 12,000 employees.

help

Claim 9: “Meta's Muse app, introduced earlier this month, has shot up to the top of Apple's App Store”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Meta's Muse app or its ranking in the Apple App Store.

check_circle

Claim 10: “On Friday, Microsoft introduced an updated Copilot app that can both code and handle complex productivity tasks”

CORROBORATED

Multiple web search results confirm Microsoft updated the Copilot app to include coding capabilities and tools for building agents (Autopilot) to compete with Anthropic.

travel_explore

web search NEUTRAL — Microsoft is updating its Copilot app for corporate workers as it seeks to challenge Anthropic’s Claude. The company is combining coding capabilities with a tool for building agents that communicate a…
https://www.cnbc.com/2026/09/25/microsoft-copilot-ai-coding-…

travel_explore

web search NEUTRAL — Using both Microsoft Copilot and the Microsoft Copilot app with a personal account. Your chats and content will be merged to a single updated Copilot app.
https://support.microsoft.com/en-us/microsoft-365-copilot/le…

travel_explore

web search NEUTRAL — The Microsoft Copilot update and Copilot Managed Runtime introduce capabilities to deploy, run and govern user-created artifacts in an enterprise context. Code is built on the same technology as GitHu…
https://www.softwareone.com/en/channel-partner/articles/2026…

schedule

Claim 11: “Microsoft is still leaning on the foremost models from OpenAI and Anthropic even as it invests in its own models.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 12: “Of more than 450 million existing commercial Office 365 seats across the globe, fewer than 7% have licenses for the AI addition.”

CORROBORATED

Web search results explicitly mention over 450 million paid Microsoft 365 commercial seats and a penetration rate of roughly 3.3% (which is 'fewer than 7%').

menu_book

wikipedia NEUTRAL — Alphabet Inc. is an American multinational technology conglomerate holding company headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and …
https://en.wikipedia.org/wiki/Alphabet_Inc.

menu_book

wikipedia NEUTRAL — Donald John Trump (born June 14, 1946) is an American politician, media personality, and businessman who is the 47th president of the United States. A member of the Republican Party, he served as the …
https://en.wikipedia.org/wiki/Donald_Trump

menu_book

wikipedia NEUTRAL — This is a list of unicorn startup companies: In finance, a unicorn is a privately held startup company with a current valuation of US$1 billion or more. Notable lists of unicorn companies are maintain…
https://en.wikipedia.org/wiki/List_of_unicorn_startup_compan…

+ 3 more evidence sources

info

Claim 13: “Microsoft shares are up 3% this year as of Thursday's close”

SINGLE SOURCE

While stock tickers were found, none of the provided evidence snippets contain the specific percentage increase (3%) for the year as of Thursday's close.

travel_explore

web search NEUTRAL — Find the latest Microsoft Corporation (MSFT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MSFT/

travel_explore

web search NEUTRAL — Phone Inspections by Authorities: Do This to Avoid Treason ChargesЛегалайз265K • 3w agoLivePlaylist ()Mix (50+). 58:15. Yet Another "Highly Technical Talk" with Hanselman and Toub | BRK121Microsoft De…
https://www.youtube.com/watch?v=NIgrGqmoeHs

travel_explore

web search NEUTRAL — Discover real-time Microsoft Corporation Common Stock (MSFT) stock prices, quotes, historical data, news, and Insights for informed trading and investment decisions. Stay ahead with Nasdaq.to buy at t…
https://www.nasdaq.com/market-activity/stocks/msft

schedule

Claim 14: “In the Home tab... there's no Microsoft model available.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.