Sou Hu Cai Jing·2025-11-13 11:14Core Insights - Microsoft is rethinking its software pricing model, focusing on "AI agents" instead of traditional user-based billing [3] - The company is shifting its strategic focus from developing software for human employees to providing support for "AI coworkers" [3][4] - The transition reflects a broader industry change where AI systems are becoming active users of software, prompting companies to redesign their pricing logic [3] Group 1 - Microsoft CEO Satya Nadella announced the consideration of a shift from "per user" to "per agent" billing, charging based on the number of AI systems capable of autonomous tasks [3] - The existing services like Microsoft 365 will evolve to become the core workspace for AI agents [3][4] - Nadella emphasized that the new infrastructure business will grow faster than user numbers, indicating a significant shift in business dynamics [4] Group 2 - Earlier this year, Microsoft introduced a "pay-as-you-go" pricing model for its AI agents, allowing businesses to pay flexibly based on the actual work completed by their AI systems [4] - This new billing mechanism complements the free Copilot chat experience available to Microsoft 365 users, enhancing the overall value proposition [4]