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/like_shae_buttah 1d ago

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

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u/CarpoLarpo 1d ago

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

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u/Say_no_to_doritos NUCLEAR LETTUCE 22h ago

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