Microsoft Restructures Copilot: Only 6 Million Users vs ChatGPT's 440 Million

Microsoft is going to war to save Copilot. The numbers are brutal: 6 million daily active users against ChatGPT's 440 million and Google Gemini's 82 million.

Of Microsoft's 450 million commercial Microsoft 365 customers, only about 15 million — roughly 3 percent — currently pay for Copilot. That is the backdrop for one of the company's biggest internal overhauls in years.

Jacob Andreou, a former Snap executive, takes over full responsibility for the Copilot division and reports directly to CEO Satya Nadella. Four new pillars consolidate previously scattered teams: Copilot Experience, Copilot Platform, Microsoft 365 Apps, and AI Models.

Mustafa Suleiman, the mind behind DeepMind and Inflection, is stepping back from day-to-day Copilot oversight. He will now focus on building next-generation generative AI models with a five-year horizon.

Prices are going up. Starting May 1, Microsoft 365 E7 launches at $99 per user per month, a 65 percent increase over the current E5. For the first time, Copilot will be bundled directly into a core enterprise package rather than sold as an add-on.

The conclusion is stark: Microsoft has built an enormously expensive AI infrastructure and is now finding that the market is not following on its own. The company is now forcing adoption through pricing and organizational change.