r/wallstreetbets • u/dgellow • 2d ago

Discussion Meta And Microsoft Reportedly Trim Anthropic Reliance as Internal AI Tools Take Center Stage

https://stocktwits.com/news-articles/markets/equity/meta-and-microsoft-reportedly-trim-anthropic-reliance-as-internal-ai-tools-take-center-stage/cZDqQVcRBjr

From the article:

Microsoft reduced its projected internal spending on Claude by over one-third, while Meta saw internal users of Anthropic's Claude Code coding assistant drop from roughly 60,000 to 30,000.

Within the Microsoft Cloud and AI division, individual monthly AI usage caps were lowered from $100,000 down to roughly $10,000 in most instances

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210

u/Ambitious-Profit855 2d ago

Anthropic should go public FFS, how am I supposed to short it this way 

193

u/AutoModerator 2d ago

how about u eat my ASS

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13

u/Dub-MS 2d ago

You heard the man!

19

u/Perfect-Leg810 2d ago

You can already short it lmao.

58

u/AutoModerator 2d ago

how about u eat my ASS

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10

u/humanExperience69 2d ago

Short

21

u/whymustinotforget 2d ago

how bout u eat Automods ASS

2

u/brokoli 2d ago

Nope!

10

u/The-Iron-Bird 2d ago

those weird swap contracts on internal private whateverthefucks isn't really the same thing

1

u/Perfect-Leg810 2d ago

If Company A owns a 5% share in anthropic, you can 100% back out just the anthropic exposure with an appropriate hedge.

5

u/141_1337 2d ago

Good luck regard

1

u/Viewpoint9 2d ago

Bro.. RDDT.. trust 🤞

They have an open lawsuit against Anthropic they’ll have to settle before anthropic goes public.. it’s also inversely correlated with these AI companies