Copilot is becoming what Microsoft calls a 'new OS for work.' On September 25, 2026, Microsoft CEO Satya Nadella announced a major Copilot update on his official X account, saying Microsoft is building Copilot into a new OS for work that spans 'every model, every form factor, and every task.'
The announcement did not come out of nowhere. On the July 29 earnings call, Nadella had already confirmed that Microsoft would fold Copilot Chat, Copilot Code, Cowork, and Autopilot agents into a single 'super app' spanning consumer and commercial scenarios, targeting general availability by the end of October. Microsoft disclosed that paid Microsoft 365 Copilot seats had surpassed 30 million, with net seat adds more than doubling quarter over quarter.
What the new super app packs in
According to a September 23 report from The Information citing people familiar with the matter, the new Copilot could launch as soon as this week, packing AI coding tools and OpenClaw-style agent capabilities into one app to create an AI super app; some features will carry extra usage-based charges. Microsoft published a support document in August explaining how the consumer and Microsoft 365 Copilot apps will be merged; the always-on agent layer Microsoft Scout is also expected to join the bundle.
A 30–50% price cut: Microsoft is changing how it charges
The same report revealed that Microsoft management told the sales team this week that enterprise customers committing to large seat volumes — and to usage-based payments for certain features — would get Copilot subscription discounts of 30% to 50%, effective as early as October. Copilot's list price of $30 per user per month has not moved since launch; under the new policy, customers buying more than 10,000 seats can get up to half off. Microsoft rolled out a usage-based metering system this year, Copilot Credits (one cent per credit), with Cowork tasks billed separately — the logic is blunt: discount the seats to win the entry point, make money on usage. A Microsoft spokesperson said that with per-seat subscriptions stacked on usage-based billing, 'every subscribed seat can also drive growth in usage-based business.'
Rivals keep different books
Google renamed Agentspace to Gemini Enterprise last October, with the Standard edition at $30 per user per month; Anthropic's Claude Enterprise lists at $20 per user per month plus API usage billing, and in April pushed Claude Managed Agents into public beta while taking Claude Cowork generally available. All three are really answering the same question: is enterprise AI a subscription business or a metering business?
From Office add-on to 'operating system': the bet is on habits
Translated plainly, 'new OS' means Microsoft wants Copilot to be the first — and only — AI entry point employees open each day: drafting memos, debugging code, handing multi-step tasks to background agents, all inside one app. The price cut is a land grab: get Copilot installed in every company before employees build habits around a rival assistant. The risk is equally blunt: if the super app gives people no real reason to run agent tasks through it, discounted seats become a line item procurement bought cheap and nobody uses. Whether Microsoft can turn a meaningful share of its 30 million paid seats into real, metered usage is the number that decides whether this bet pays off.
