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Code is an answer to ChatGPT's Codex and Anthropic's Claude Code. Microsoft is describing the act of vibe coding and building small apps "as basic a skill as writing a memo or modeling a budget." Code is built on the same technology as GitHub Copilot, and is run in a sandboxed environment that can be hosted on your system. With Microsoft's new Copilot Managed Runtime, enterprises will be able to host code in their own Microsoft 365 environment, with Microsoft managing the code.
Autopilot is a rebranding of Scout, a "digital teammate." This is a semi-autonomous agent that you can name and tell what to do, and it will go off on its own to do it. This is designed for recurring work, though Microsoft describes it as being able to do more advanced work, including building schedules, handling meetings, and reaching out to others in an organization.
Microsoft quietly drops Copilot+ branding from new laptops
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tablets/microsoft-surface/SPONSORED_LINK_URL
- https://www.tomshardware.com/tablets/microsoft-surface/microsoft-revamps-copilot-with-new-tools-support-for-frontier-models-available-now-through-frontier-program#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.