rotative
the decoder · 2026年7月7日

Copilot 模型降級 —— 為砍掉 OpenAI 賬單,微軟是否會犧牲品質

微軟正在 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 用戶可能會以相同的訂閱價格獲得能力較弱的 ai,因為該公司正將支出從第三方 api 轉移。

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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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