rotative
the decoder · 2026年7月7日

Copilot 模型降级 —— 为砍掉 OpenAI 账单,微软是否会牺牲质量

微软正在 excel 和 outlook 中用更便宜的自研 mai 模型取代 openai 和 anthropic 模型以降低成本。copilot 用户可能会以相同的订阅价格获得能力较弱的 ai,因为该公司正将支出从第三方 api 转移。

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microsoft has begun integrating its in-house mai models into excel and outlook, processing tens of thousands of requests previously routed to partners like openai and anthropic. despite benchmarks showing mai models trail competitors like claude sonnet 4.6, microsoft prioritizes cost reduction, with mustafa suleymans stating the goal is to eliminate vendor fees. this strategy suggests a future billing model where cheaper proprietary models are the standard, and high-performance third-party models become paid extras. customers may therefore see stagnation in baseline copilot quality even as microsoft touts clean data licensing for its training sets.

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