Microsoft(US:MSFT) AI前线·2025-05-20 01:24Core Viewpoint - Microsoft has announced the open-sourcing of GitHub Copilot Extension for VSCode, allowing global developers free access to the advanced AI programming assistant's complete source code, marking a significant shift in the AI coding tools landscape [1][5][6]. Group 1: Open-Sourcing Strategy - Microsoft plans to first open-source the GitHub Copilot Chat extension's codebase and subsequently integrate its components into the core VS Code codebase, with a four-week iteration plan leading to a new release in early June [4]. - The decision to open-source Copilot is driven by several factors: the enhancement of large model capabilities, the unification of popular AI interaction designs across editors, and the maturation of the open-source AI tools ecosystem around VS Code [5][6]. Group 2: New AI Coding Agent - Alongside the open-sourcing announcement, Microsoft introduced a new AI coding agent that can autonomously complete programming tasks such as bug fixes and feature additions, deeply integrated into GitHub Copilot [8][10]. - This AI coding agent can automatically start virtual machines, clone code repositories, and analyze them, providing a summary of its reasoning process and allowing developers to review changes [8][10]. Group 3: Market Position and User Growth - Since Microsoft's acquisition of GitHub in 2018, GitHub's annual revenue has exceeded $2 billion, with Copilot recently increasing its user base to over 15 million, quadrupling from the previous year [12]. - VS Code has a user base of 50 million, and the open-sourcing of GitHub Copilot is seen as a strategy to expand its reach among VS Code users [13][14].