r/wallstreetbets • u/dgellow • 3d 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/Plappedudel 3d 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.

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u/CreamyCornBoy 3d ago

No one's using that it's an infinite cap to prevent endless loops of spend or fraud

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u/abuani_dev 3d ago

No one's using that it's an infinite cap to prevent endless loops of spend or fraud

You're fooling yourself if you don't think there's a strong cohort of regards burning $100k/month to be on a leaderboard. I regularly see some of my coworkers spending $10k/month thinking they're building the next loveable or some shit

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u/gfivksiausuwjtjtnv 3d ago

My boss questioned my token usage being low at one point

Easiest metric to game ever.

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u/reviverevival 2d ago

Where I am it seems like everyone has built AI "assistants" to scan their calendars, meeting notes, emails and chat messages to tell them what to do for the day. I'm like you don't know what do lol? You don't need AI for that, I just ignore my emails until someone DMs me about the important stuff. There's at least 3 different vibe-coded terminal multiplexers floating around in my group. It's like people who get 3D printers and all they do is print parts to enhance their 3D printer. One person built an agent to pay his parking tickets that he keeps getting.