Cloud Wars Live with Bob Evans · 2026-07-02 · 3 min
In today's Cloud Wars Minute, I explore Microsoft's shift to usage-based Copilot Cowork pricing and what it reveals about the changing economics of enterprise AI. Highlights 00:10 - Microsoft is moving Copilot Cowork from a fixed-price subscription model to usage-based pricing, and this is really reflecting the fact that heavy users are racking up massive compute costs compared to others. 00:55 - More and more, the focus is shifting to how organizations can scale those (AI) capabilities in a way that's financially stable, but beyond that, Microsoft has also said that it's considering a Microsoft-hosted version of DeepSeek as a lower-cost model alternative. 01:16 - Right now, at the moment, Copilot Cowork workloads are powered by models from OpenAI and Anthropic. We should expect to hear from Microsoft regarding DeepSeek , or another low-cost model choice, within the coming weeks. 01:32 - So, what are we really seeing here? Well, Microsoft's AI strategy is evolving beyond simply offering access to the most powerful models. Increasingly, it's about giving customers the right balance of performance, economics, and choice.
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