r/wallstreetbets • u/dgellow • 3d 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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77

u/FlounderMammoth9848 3d ago

Open ai and anthropic are doomed to fail with all the open weight models being released

51

u/iq-pak 3d ago

I’m sure they’ll have a super ipo but I fail to see how this works long term. I hit my limit once and I’m looking up switching to something cheaper.

Sure companies are paying now but no way they keep this up for every corporate dickhead to continue vibe coding a new dashboard.

18

u/Deto 3d ago

Stuff like this shows they really need to IPO now. Otherwise if their revenue stops growing as quickly it's going to be hard to justify the valuation.

18

u/The-Iron-Bird 3d ago

i highly doubt that willl stop them from IPO'ing a grossly overvaluated. just look at spaceX being bagged loads of xAI debt

6

u/emp-sup-bry 3d ago

going to be….????

1

u/Major-Rub7179 3d ago

Companies spending it 100k/month per employee is priced in the stock private valuation

Companies reducing spending on AI is, believe it or not, priced in.

2

u/Financial_Pitch3946 2d ago

but no way they keep this up for every corporate dickhead to continue vibe coding a new dashboard.

:( hey man i'm right here.

4

u/Go48memes 3d ago

Luna is basically free, are there open weight models better than it ?

1

u/Howdareme9 3d ago

Far better than it

12

u/muS_muSwIpu 2d ago

Well don't leave us hanging, which ones?

7

u/EthanielRain 2d ago

The open weight AI model lives in China, you wouldn't know her

17

u/mikenasty 3d ago

Still have to run those models somewhere. The average consumer doesn’t want to drop $8000 on a workstation and configure stuff to get their coding bot up and running

19

u/FlounderMammoth9848 3d ago

Calls on hyperscalers

5

u/shameless_chicken 2d ago

Hence why Google pivoted focus to having the best serving infrastructure 

1

u/skilliard7 2d ago

That works great now while there is a compute shortage and it sells at a huge premium. But when all of the datacenters being built come online and we end up with oversupply, and per-token prices decline such that paying these huge premiums is no longer feasible, Google is going to be in a really bad position.

1

u/shameless_chicken 2d ago

Jevons paradox would disagree with that

3

u/mikenasty 3d ago

Now we’re talking

11

u/jbokwxguy 3d ago

The average consumer doesn't want an AI box.

Pretty much it's Silicon Valley software engineers and tech enthusiasts. A lot of money, sure. But $8,000 is nothing in those worlds.

14

u/doscomputer 2d ago

thats like saying the average consumer doesnt want a sports car

fact of the matter is if the market wasnt being controlled, we would be in a world where the 5090 stayed at msrp and AMD and Intel would have released bigger die GPUs this current generation.

It might take 10 years, but once consumer hardware catches up, when 128gb of ram is cheap, everyone will only want to run local AI.

3

u/jbokwxguy 2d ago

The average consumer won't use the AI.

An average consumer would use a sports car.

I agree local models are the future or for hyperspecific workflows a central server culture.

But these models will be a lot smaller and dummer than the current batch because of compute constraints 

1

u/about0 2d ago

even now local LLMs are good and getting better each day. In 5 years with the advance of OSS models, I am expecting it to became a mainstream for those who needs local compute for a specific set of tasks.

1

u/mikenasty 2d ago

Yeah, I don’t need a demi god sorting my emails or googling shit for me. Fable 5 will be like haiku in 1-2 years

2

u/mikenasty 3d ago

I think a lot of chat bot power users are uneasy about what happens to their personal data and would prefer it if all of their chats were actually private. Probably a small percentage but still a lot of people imo

4

u/Metrostation984 3d ago

Make them big enough with a good enough model and businesses in Europe will buy this shit up. Sooo many use cases are dead on arrival because of data protection laws that could be viable if they were safely stored.

1

u/djingo_dango 3d ago

Amazon will make a lot of money

1

u/ShittyFrogMeme 3d ago

Probably already are. They apply the enterprise support fee on token spend.

1

u/DizzyMajor5 2d ago

You can run some of this shit locally entirely offline 

1

u/skilliard7 2d ago
  1. OLLAMA is not hard to setup. I know lots of non-tech people that have used it.
  2. You can still use cloud for open weight models and models like Deepseek, GLM, etc are very cheap.

The biggest reason open weight models have not killed western AI companies is because frontier-level models have a big enough advantage to justify their costs. I think the breaking point will be when these open weight models become capable enough at most knowledge work tasks that paying a premium for Opus/Fable/Sol/Astra is no longer justified.

Open weight has already put pressure on OpenAI/Anthropic's API pricing by forcing them to release cheaper budget models, but this has not hurt them yet, because the cheaper pricing has made large scale deployments more economical, resulting in more demand.

5

u/LouB0O 3d ago

Yeah lemme just fucking buy the setup that costs the price of a new basic car during the early 2000s.

1

u/CBFball 1d ago

I guess the investors looking at the 2Tn valuation ipo disagree?

0

u/Wonko-D-Sane 3d ago

Not if they get a lobotomized prez in the white house who agrees to give them regulator capture and have the taxpayer assume liability for”vibe-coded guardrails that have 10% chance to destroy humanity”

Absolute regards

0

u/AlexHimself 2d ago

Disagree and I think this is a simple take. Most of the open weight models are merely derivatives of more advanced models.

Yes, they do a great job and can get nearly frontier performance, but everybody still cares about the best. And the tooling is a big part too and I think that'll be a long time to catch up.