Home makes the files, Code makes the apps, and Autopilot keeps working after you leave. Microsoft’s new Copilot turns delegation into a product—and ongoing work into a running bill.

Enterprise support is being rebuilt around AI agents. On one side, a St. Louis specialist that crossed $100M in recurring revenue; on the other, the largest software company alive shipping the same feature straight into Copilot.
Five AI-native startups and every major field-service platform are racing to build the same product: an AI assistant that sits in a technician's pocket and answers questions about the air conditioner in front of them. The technicians are a proxy. The real contest is whether a thin AI layer on an underserved dataset can survive once the platform that already owns the customer relationship copies the feature for free. HVAC is the smallest, clearest test of a question every vertical AI founder is asking: does depth beat distribution?