This looks bad for Microsoft. They added a Copilot button to all their products but it doesn't do much more than open a chat side panel.

I recently tried Claude Cowork for PowerPoint and I was stunned by the content as well as design quality of the deck it produced. That's a threat for Microsoft because now you don't need the editing tools of PowerPoint, AI replaces it, so all you need is the presentation mode of PowerPoint.

Copilot for Excel is useless. Ask it what is in cell A1 and it can't answer. I am looking forward to trying ChatGPT for Excel.

Claude for excel is already amazing. Fully capable of doing junior work. Formatting is great. Can refactor large multi-tab spreadsheets. It just burns tokens. If OpenAI is going to subsidize this on the monthly enterprise plans for a while then it's a game changer.

Claude for Excel (I work in finance) was one of the absolutely critical reasons we added Anthropic enterprise licenses. But they've turned out to be quite expensive ($100/day for heavy users). We'll see what OpenAI's quotas are.

There is a significant difference in experience between Copilot Basic for a M365 user whose IT admins have blocked integration capabilities with Sharepoint content vs Copilot Premium for a M365 user whose IT admins have allowed integration capabilities with Sharepoint content.

Chatgpt for Excel is still an office add-in running in the same sandbox though. strongpigeon described the exact bottleneck upthread, process boundary crossings, context.sync() roundtrips that take seconds on web. That's a platform limitation, not a model limitation. Swapping AI behind the add-in doesn't fix the fundamental constraint that third-party add-ins can't deeply integrate with Excel's runtime the way a native feature can. If copilot is bad despite having more access to excel internals(I don't like how Copilot is designed or implemented tho), an add-in with less access is likely not be better.

I've had the same experience. Copilot for Excel can't even parse basic cell references. Meanwhile Claude handles document formatting in one pass. The catch is it works externally, not inside the app, but at least it works.

The MCP ecosystem is what makes this interesting. Claude isn't just a chat panel bolted onto existing software, it's building integrations that actually manipulate the files. Microsoft had the distribution advantage but they're losing on capability.

If AI winning means that data center companies win out, then the wins for Azure will more than make up for the death of Office.

I am surprised that Microsoft's own copilot product is so far behind though.

Microsoft has rights to all this IP. So, it might look bad for their product folks, but for the corporation this is great, to the extent it works.

We have many people in my wider team (Finance) that are AI skeptics purely because of their experience with Copilot. Like they don't know what AI is actually capable of when outside of the shackles of Copilot.

Microsoft fumbled so badly here.

its baffling how badly microsoft has handled copilot, this is exactly what copilot in office should have been

You have to use the "agent" toggle for Copilot to behave the same way lol. Otherwise its pretty simple chat interface with the context, that's all.

It's called Microslop for a reason.

> I recently tried Claude Cowork for PowerPoint and I was stunned by the content as well as design quality of the deck it produced. That's a threat for Microsoft because now you don't need the editing tools of PowerPoint, AI replaces it, so all you need is the presentation mode of PowerPoint.

Actually, someone here posted a Claude Code skill recently that generates a presentation as a self-contained HTML5 file, so all you need is a browser.

PowerPoint, as a whole, is doomed.