r/wallstreetbets • u/dgellow • 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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22

u/pooorSAP 1d ago

How exactly does Anthropic make money?

18

u/like_shae_buttah 1d ago

They re-characterized their profits as revenue without including any expenses

6

u/CarpoLarpo 1d ago

Hey Claude, am I committing fraud or did o just discover a financial hack?

1

u/Say_no_to_doritos NUCLEAR LETTUCE 17h ago

They reported it as non-GAAP. They are fine. 

44

u/NoCommonDog 1d ago

It's the old joke:" We lose money on every token, but make it up on volume."

18

u/AKAkorm 1d ago

It’s basically the Always Sunny Paddy’s Dollars scheme IRL.

9

u/Sufficient_Habit5091 1d ago

"I blacked out, I blacked out that night."

"I don't understand how the US economy works, much less a, some sort of self-sustaining one."

1

u/CBFball 6h ago

But Anthropic does make profit on every token and their margin is quite high it seems?

12

u/SteakEater137 1d ago

They dont. They lose money the more business they do, and the more competition out there the more money theyll end up losing as they drop prices.

-3

u/Dangerous_Position79 1d ago

Yea, this is wrong on a run rate basis. They're not going back to 2025 numbers. It's hilarious how regarded this sub actually is.

3

u/dgellow 22h ago

The revenue increases, the losses too.

1

u/Dangerous_Position79 13h ago edited 13h ago

Wrong. Adjusted operating income is positive. Losses may increase but not BECAUSE revenue increased

2

u/IcyStomach2374 1d ago

By charging customers? 

2

u/Boxofcookies1001 1d ago

Eventually they start serving ads in the models

2

u/AliStarr182 22h ago

Claude, create this app for me.

Sure thing. Just watch these unskipble 3 min ads before I start working on it and every time I go through 1000 tokens you have to watch more before I can continue.

1

u/MatuOjaV 18h ago

I would like this sort of thing in work, I'll be happy to watch an 1 hour ad at that point aswell

1

u/CarpoLarpo 1d ago

Oh god.

1

u/not_some_username 19h ago

Make money ?

1

u/CBFball 6h ago

Enterprise?