Microsoft’s New Copilot: Why the AI Race Is Moving From Models to Products with CEO Satya Nadella

Microsoft’s New Copilot: Why the AI Race Is Moving From Models to Products with CEO Satya Nadella

纳德拉谈新版 Copilot:AI 竞争的重心正从模型转向产品

Deirdre Bosa4 位订阅者

43 分钟阅读23 次阅读AI

【AI 前沿】不必拥有最强模型?纳德拉谈微软 Copilot 与 Autopilot 的产品之战 在新版 Copilot 发布之际,微软 CEO 萨提亚·纳德拉做客 DB Live 首期节目。他介绍了从聊天、Cowork 到长时运行智能体 Autopilot 的一体化套件,并说明席位加用量的定价逻辑、由路由器自动选模型的思路,以及 Agent 365 在信任、治理与安全上的作用。访谈还谈到开源与闭源模型、中国 AI、中美对话、AI 监管、数据中心的社区争议、算力是否过度建设,以及让人类始终掌控 AI 的原则。本文适合想了解企业级 AI 竞争格局与商业模式的读者。 🎙️ 主讲人介绍 迪尔德丽·博萨(Deirdre Bosa):访谈主持人,DB Live 节目创办者。该节目将于 10 月下旬与 Yahoo Finance 合作每日播出,本期为首期节目。 萨提亚·纳德拉(Satya Nadella):微软 CEO。本期作为 DB Live 首位嘉宾,讲解新版 Copilot、Autopilot、Agent 365 以及微软的 AI 战略。 核心议题:Copilot 与 Autopilot 的产品布局、席位与用量结合的 AI 定价、多模型路由与开源闭源之争、中美 AI 对话与监管、数据中心建设与算力投入、企业 AI 的信任与人类掌控。 关键词:Copilot、Autopilot、Agent 365、模型路由、推理经济、AI 安全

章节 1:微软全新 Copilot:从聊天到 Autopilot 的一体化套件

📝 本节摘要:

主持人 Deirdre Bosa 在 Copilot 发布活动上邀请微软 CEO Satya Nadella 做客 DB Live 首期节目。Nadella 表示,新版 Copilot 是微软的重要里程碑:从用聊天检索信息,到借助 Cowork 委派任务,如今又加入了代码能力,让创建网站、应用和文档不再有本质区别。新推出的 Autopilot 可作为长时运行的业务流程智能体,人类在输入和输出两端把关。他将 Copilot 类比为 PC 时代的 Office,认为它是 AI 时代各项功能的集大成者。

[原文] [Deirdre Bosa]: Satya, thank you so much for taking the time, and I'm delighted to have you as my first guest on DB Live. Now,

[译文] [Deirdre Bosa]: Satya,非常感谢你抽出时间,很高兴你能成为 DB Live 的首位嘉宾。那么,

[原文] [Satya Nadella]: First of all, congratulations, Deirdre, on your new show, and it's great that you're hosting it here at our Copilot event today.

[译文] [Satya Nadella]: 首先,恭喜你,Deirdre,新节目开播了。很高兴你今天把节目放在我们的 Copilot 发布活动现场来录。

[原文] [Deirdre Bosa]: So, I got to experiment a little bit with the new Copilot, and it really feels like this new interface. You could just open that up and do everything on Copilot on your computer. How long have you been working on this? Why release it now?

[译文] [Deirdre Bosa]: 我稍微试用了一下新版 Copilot,感觉它真的像是一种全新的交互界面。你只要打开它,就能在电脑上通过 Copilot 完成所有事情。你们在这上面投入了多长时间?为什么选择现在发布?

[原文] [Satya Nadella]: Yeah. So this is a big milestone for us, because, as you sort of described it, the idea for us has always been about how do we really have AI really intersect with what is the new way we all will work, and that changing nature of work and workflow, right? And so it started obviously with, you know, essentially using chat as a new way to even search for information quickly; things like new form factors like Cowork started doing things like task delegation; and today marks, I would say, the next big step up, right, where you now have not only chat and Cowork, but

[译文] [Satya Nadella]: 是的。这对我们来说是一个重要的里程碑。正如你刚才描述的,我们的思路一直是:如何让 AI 真正融入我们所有人未来的新工作方式,融入工作本身和工作流程正在发生的变化,对吧?所以,一开始显然是用聊天作为一种新方式来快速检索信息;接着,像 Cowork 这样的新形态开始承担任务委派之类的工作;而今天,我认为标志着又一次重大跃升——你现在不仅有聊天和 Cowork,

[原文] [Satya Nadella]: you now have code, because one of the other artifacts, right? I mean, one of the dreams, in fact, Microsoft was founded on was: what's the real difference between creating a website, an app, or a document? Guess what, there is none. Now, in fact, I can build a complete application and have it hosted like I would a document on OneDrive. And then the other thing that we're also really excited about is this Autopilot, right? We knew this day would come as the models continue to scale and new capabilities. What's a way to have a long-running business process agent, right? Where it completes the job, but you're still the human in the loop, both at the input and at the output. And so bringing all these things together into one powerful, you know, application suite is what, in fact, you could look back

[译文] [Satya Nadella]: 还有了代码能力,因为它也是另一种产出物,对吧?我是说,微软创立之初的梦想之一其实就是:创建一个网站、一个应用和一份文档,到底有什么本质区别?你猜怎么着,现在已经没有区别了。事实上,我现在可以构建一个完整的应用,并像在 OneDrive 上存放文档一样把它托管起来。另外,我们同样非常兴奋的是这个 Autopilot,对吧?我们知道,随着模型不断扩展、新能力不断涌现,这一天终会到来:怎样才能拥有一个长时间运行的业务流程智能体(agent)?它能把工作完成,但你依然是“人在回路”(human in the loop),在输入端和输出端都有人把关。所以,把这些都整合进一个强大的应用套件,其实你回头看

[原文] [Satya Nadella]: and say, you know, that's how Office came about in the PC era. Copilot in the AI era is the coming together, in fact, of all of these functions.

[译文] [Satya Nadella]: 会说,当年 PC 时代的 Office 就是这么诞生的。而 AI 时代的 Copilot,正是所有这些功能的集大成者。

  1. 章节 2:为何不直接推出 Autopilot?信任与成本才是关键
  2. 章节 3:谁来为全天候 AI 买单:席位与用量结合的定价逻辑
  3. 章节 4:由 Copilot 自动挑选模型:从选模型到智能路由
  4. 章节 5:中国模型崛起与 OpenAI 的领先地位
  5. 章节 6:Copilot 迎战 OpenAI 与 Anthropic,及中美 AI 对话
  6. 章节 7:AI需要新规则吗?从信任出发看监管
  7. 章节 8:数据中心遭遇反对:微软如何赢得社区认可
  8. 章节 9:AI 基建是过度还是不足?纳德拉谈扩散与推理经济
  9. 章节 10:让人类始终掌控:Microsoft 的 AI 安全底线

正在加载后续章节…