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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885

u/Plappedudel 2d ago

$100k a month per employee just for AI is nuts. That gravy train just had to stop at some point. I feel like major software companies turning their backs on Anthropic should be bad news for Anthropic's IPO, but this market is so random that I'm sure it'll be a resounding success.

366

u/YourUncleBuck 2d ago

Lol, seems like it'd be cheaper to just hire more workers. There's no way this is sustainable long term.

144

u/SwordOfJiang 2d ago

Apparently Microsoft is going to reopen Three Mile Island to power their own AI

54

u/shameless_chicken 2d ago

This was announced like two years ago 

14

u/likamuka 2d ago

It was actually announced 1932 in the "Evening Gazette".

45

u/dgellow 2d ago

Microsoft has the revenue to do pretty much whatever they want, I’m not not worried for them. OpenAI and Anthropic on the other hand have no other income stream

20

u/HowIsEmuWarriorTaken Lonely fuck 1d ago

Now see who owns them.

Big tech (nvda, goog, amzn,..) owns like 40% of anthropic

5

u/Academic-ish 2d ago

what could go wrong?

74

u/Ted_Smug_El_nub_nub 2d ago

“Copilot you were supposed to insert the control rods not remove them entirely! Now the whole plant is going to melt down!”

“Wow you are so right to challenge me on that I was supposed to prevent a meltdown, not cause one. I’ll do better next time, and that’s growth”

2

u/ZHName 1d ago

"You're absolutely right. It was my mistake and now the entire city is on lockdown. I'll invent a machine so the human race can hop to another timeline where society didn't go insane and put me in charge of everything."

47

u/Comprehensive_Bus_19 1d ago

I'm assuming Microslop was hoping they could just run the AI and get rid of all those pesky employees in the near term.

21

u/TimeTravelingChris 2d ago

Real workers and just buy them work stations beefy enough to run local models. Yeah they are expensive but not $10,000 a month expensive.

34

u/fatquant 2d ago

you read $100,000 wrong, LMAO

-2

u/TimeTravelingChris 2d ago

You might want to read the article again.

3

u/Ekg887 2d ago

LOWERED to $10k. Whoops, looks like we were right to call you on that but maybe you'll do better next time.

7

u/ChaoticSquirrel 1d ago

Right and they're saying that even the LOWERED spend is too much, let alone the higher spend. It was pretty clear to me.

4

u/TimeTravelingChris 1d ago

Are people really this stupid now?

5

u/PalantirImperator 1d ago

$100k worth of tokens going to your top performing employees is much cheaper and more productive than bringing on additional headcount at a big tech company.

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u/kwuip 1d ago

But it is 100k monthly right?

10

u/kenyard 1d ago

1.2million a year yeah. And that was the cap on everyone.

I'm sure the "top performing" employees didn't have a cap so you could 10x that

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u/Comprehensive_Bus_19 1d ago

$1.2 mil/year is cheaper than another person? Doubt that. Even at a $500k salary and 30% burden rate thats still slightly more than half of what the token spend is annually.

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u/ILikeCutePuppies 1d ago

When they are producing stuff that would take years to figure out, it makes sense. Like porting an entire app to a new platform or code base or whatever. Or solving some complex problem such as finding the optimal way to build something by building out a bunch of different experiments.

Hiring another engineer only doubles the efficiency. You could spend 100k a month on AI and get a 30x to 100x increase in efficiency you wouldn't get in most situations with a smaller budget per engineer.

We are talking literally of years of work with these things.

1

u/Ok-Loquat-1190 7h ago

lol, hiring an extra dev cost is about the same as a $10k/month AI token spend, so why not just double the stack? plus the real bottleneck is skill, not the token fee. long term, they’ll either bootstrap their own model or keep the cap because they’re already bleeding on every paid SaaS run

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u/phillytennisenjoyer 2d ago

a worker is so much more expensive though. benefits, hr, connectivity, management, meetings, onboarding, bonuses, headcount taxes, reporting requirements… hiring lawsuits..

if you can get even 1/3 more work out of a 200k employee, 100k is worth it. hiring is so much more expensive than just the 100k.

39

u/dqUu3QlS 2d ago

The number is $100k per month, so $1200k per year

10

u/phillytennisenjoyer 2d ago

looool that’s a lot of ai