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Moor Insights & Strategy

Broadcom Mainframe Software Analyst Summit: Meeting Enterprise AI At The Customer's Pace MI&S Weekly Analyst Insights — Week Ending June 12, 2026 RESEARCH NOTE: Computex 2026 Shows How Infrastructure Fragments as AI Scales Is SAP's AI Transformation the Future of SaaS? - Pulse Brief OpenAI Flexes Enterprise Ambitions With Colin Fleming As Business CMO RESEARCH NOTE: Rayfin Turns Microsoft Fabric Into a Runtime for Agent-Built Apps RESEARCH NOTE: Google I/O 2026 — More Details on AI and AR Glasses, Including Project Aura BROADCAST ANALYSIS: Patrick Moorhead Discusses the AI Market, Semiconductors, SpaceX, and Big IPOs on The Street, June 10, 2026 At Cisco Live 2026, Cisco Bets The Network Is The AI Platform MI&S Weekly Analyst Insights — Week Ending June 5, 2026 Apple WWDC 2026 - Resetting Siri, OS Improvements, and Parental Controls BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Computex, China Trade Restrictions, and Berkshire’s Google Investment on CNBC Asia, June 1, 2026 RESEARCH NOTE: Dell Makes Its Case for Owning the Enterprise AI Stack Microsoft Work Trend Index 2026 Shows AI Productivity Is Not Enough Huawei's Chip Claims, SpaceX IPO Insights, Network X, Starcloud, AT&T & Amazon Leo Updates RESEARCH NOTE: Can Intel Wildcat Lake Challenge Apple’s MacBook Neo and Make Cheap PCs Great Again? ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity MI&S Weekly Analyst Insights — Week Ending May 15, 2026
The Claude-ification Effect - Does Microsoft Copilot Cowo...
Jason Andersen · 2026-06-17 · via Moor Insights & Strategy

Earlier this summer, I was bemoaning what I was calling the Claude-ification of the user experience. And to some extent we have seen a number of Claude Desktop like user agents and that will continue for a while (more announcements coming soon). But what will be key for vendors is not mimicking the Claude experience, but rather setting themselves apart. This brings me to Microsoft Copilot Cowork, which went GA today. So, has Microsoft set itself apart, you ask? I’d say when it comes to enterprise requirements, the answer is a qualified yes with potential for future improvements. Here’s what sets Copilot Cowork apart.

1) Model Choice (sort of) – Depending on the entitlement, you can choose between Claude models and OpenAI. Also, a new Cowork specific model is coming soon. I am hoping to see this expand more over time, and also, hopefully, see the ability to connect it with Frontier Tuning for customer-specific models when Frontier Tuning exits preview. That said, MSFT also claims that this model choice will save 30% to 40% on consumption vs. Claude when using the Microsoft 365 Connector – which it should.

2) A Provisioned and Contained User Experience –  I also like the added security and enterprise controls for governance and context management. There are a lot of people doing shadow AI right now with Cowork-style tools, and I’d much rather see an enterprise-provisioned and controlled model for most users. Claude Cowork is something of a power user tool, especially when you start to mess around with skills and advanced context (such as using an external knowledge base like Obsidian). And Microsoft seems to have a good bead on this and on the cost-control elements.

Despite the promise, there are still a couple of yellow flags that warrant further investigation.

1) All files in the cloud – One of the cool parts of Claude Cowork is that it can work with your local filesystem. I dig that, and given Microsoft’s recent focus on the edge with AI at the Build event, I expected it. A cloud-only stance also prompts me to wonder what the plan is for personal context-setting/second brains (a feature I really value as a power user). So, while Microsoft enforces a stronger security stance, some users may be put off by the lack of local capabilities. Again, most enterprises may prefer this, but the OpenClaw / Local AI devotees will not.

2) A more complex pricing model – You need to buy into a Microsoft 365 Copilot USL plan to access Copilot Cowork and other Microsoft tools, and then pay additional consumption fees on top. The usage model is variable based on the types and complexity of tasks. Now, I’m not saying that is any different than what people with Claude and other tools are doing, and maybe it ends up being a better deal to go with this option, especially given some of the Microsoft based efficiencies mentioned above. Let’s just say the proof will be in the numbers. If MSFT owns the stack, in theory, going all in with Microsoft should have a pricing incentive. We will need to see on that one.

For more information click the link below.

Copilot Cowork is now generally available

Jason Andersen

Jason Andersen

Jason Andersen is vice president and principal analyst covering application development platforms, technologies, and services. Jason brings over 25 years of experience in product management, product marketing, corporate strategy, sales, and business development at Red Hat, IBM, and Stratus to his work for MI&S and its advisory clients. Working both in the field and in the headquarters of some of the most innovative technology companies, Jason has a wealth of experience in building great products and driving their adoption across a broad spectrum of industries and use cases.

Jason Andersen

Jason Andersen

Jason Andersen is vice president and principal analyst covering application development platforms, technologies, and services. Jason brings over 25 years of experience in product management, product marketing, corporate strategy, sales, and business development at Red Hat, IBM, and Stratus to his work for MI&S and its advisory clients. Working both in the field and in the headquarters of some of the most innovative technology companies, Jason has a wealth of experience in building great products and driving their adoption across a broad spectrum of industries and use cases.

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