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Microsoft's launch of its own AI agent, Copilot Tasks, can be seen as a significant step in its foray into "Agentic AI," finally catching up with companies like OpenAI, Anthropic, and Google. However, it's currently only available to a limited number of users, requiring them to join a waitlist for testing. Judging from Nadella's tweet demonstration, Copilot Tasks appears to be deeply integrated with Microsoft 365, capable of operating Outlook, Teams, Word, Excel, etc., handling complex multi-step tasks (breaking down steps → planning → execution → reporting), emphasizing "from answer to action." It seems to be Microsoft's version of an "autonomous AI digital worker" for ordinary users and office scenarios, upgrading Copilot from a "chat assistant" to an "agent that helps us get things done." Last week, when we discussed Microsoft's dynamic price-to-earnings ratio, it had returned to its lowest point in the past decade, entering a value-for-money range. The launch of Copilot Tasks makes this value-for-money even more attractive. This year, major tech companies are accelerating the adoption of AI agents, with office and productivity scenarios being key areas of focus. And in the office productivity scenario, Microsoft has the biggest advantage.

qinbafrank
@qinbafrank
02-26
就看微软这动态市盈率已经干到过去十年最低值,其实已经进入了性价比区间,当然前晚Claude发布会https://x.com/qinbafrank/status/2026460590303228374?s=46&t=k6rimWsEbo2D2tXolYcM-A…也是一个短期的拐点,市场审视的角度也开始发生变化。
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