TL;DR
Nadella promoted Jacob Andreou to EVP of Copilot after one year. He oversees 11,000 people and is building a super app while only 4.5% of 365 users pay.
Jacob Andreou, the 33-year-old executive Satya Nadella promoted to run Copilot in March after just one year at Microsoft, now oversees more than 11,000 people. He has merged the consumer and enterprise Copilot teams, eliminated redundant product versions, and is building a super app that combines chat, coding, and a new agentic workflow called Autopilot, according to a Fortune profile published Friday.
“This is one of the most intensely competitive environments tech has seen in the last 20 years,” Andreou told Fortune. “Because the technology is moving so quickly, the reality is a six to twelve month roadmap doesn’t really exist in the way it used to.”
The profile paints Andreou as a technically hands-on leader who personally codes alongside developers. He built Copilot Tasks, an AI agent that can autonomously perform multi-step actions like ordering food, in roughly two months. That speed impressed Nadella, who dismantled Microsoft’s entire senior leadership structure this year in favour of startup-style engineering groups.
Andreou’s appointment freed Mustafa Suleyman, the DeepMind co-founder, to focus on proprietary AI models rather than day-to-day product management. The two work closely but run separate organisations. Suleyman told a group of roughly 80 developers in March that the future of software development means fewer people working harder by leveraging AI agents, according to Fortune.
The challenge is substantial. Only about 4.5% of 450 million Microsoft 365 customers pay for Copilot, and its free consumer version trails far behind ChatGPT. Microsoft’s stock is down double digits over the past year as investors question AI spending and the company’s reliance on OpenAI. Jefferies analyst Brent Thill said the general perception of Copilot is that “it stinks.”
Before Microsoft, Andreou spent eight years at Snap scaling the platform from 80 million to 360 million daily active users. He then joined Greylock as a venture partner backing consumer AI startups. At Microsoft, he has introduced consumption-based pricing alongside seat licences, scaled back the Copilot icons that irritated Windows users, and launched Copilot Cowork to compete with Anthropic’s Claude.
Not everyone is on board with the new culture. Current and former employees told Fortune that some teams now work 12-hour days, feel daily panic to keep up with Anthropic and other labs, and worry that shipping speed risks compliance problems. Critics say Andreou can be overconfident and still has to prove himself in enterprise software, where the burden is building durable revenue at scale.
Andreou’s three stated priorities are delivering a superior AI chat product, achieving leading model quality without being late to market, and providing a trusted way to integrate various models. The super app, expected by end of summer, will let users toggle between personal and enterprise accounts in one interface. Microsoft is also exploring hosting DeepSeek and other open-source models inside Copilot Cowork, while Nadella has warned against industry reliance on only a few AI providers.
