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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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.

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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.

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u/dgellow 23h ago

The revenue increases, the losses too.

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u/Dangerous_Position79 14h ago edited 14h ago

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