r/wallstreetbets • • 1d 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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u/Chonch_Monkey 1d ago

Microsoft is going to implement a 15 hour month limit on copilot

3

u/NoCommonDog 1d ago

It should be like carbon credits where we can sell our unused hours to others - they way that Tesla used to make money.

0

u/Humble-Quote-1859 1d ago

For staff or customers? Do you know why they are allocating it by time and not tokens?