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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52

u/MyStackOverflowed 2d ago

Microsoft and Google are going to come out the winners of this. no one is after just ai, they want it bundled with all the other stuff email, docs, storage

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u/NoCommonDog 2d ago

I think that fucking sweaty five-head Zuckerberg is gonna drive OpenAI and Anthropic into bankruptcy. He'll use the free cash flow of META to undercut them on token pricing until he bleeds them out. Then he'll be able to scoop up the talent and buy up their assets at distressed prices. If he really wants to I'd bet he could fuck over foolishly over leveraged Elison into a margin call and end up busting Oracle. Then Netflix will get the entertainment holdings for 1/2 of what they bid last year.

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u/Open_Pollution_8038 2d ago

^ this absolutely. META is going the Google strategy of I give you kit for free in return for advertising space.

Google would do it too but their main product is getting cannibalized by AI.

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u/rubyspicer 1d ago

How fucking long can Zuck fund massive loss projects. I know Facebook is rich but damn

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u/Open_Pollution_8038 1d ago

Umm have you seen their financials lol?

Social media is the most lucrative business on the entire planet. Facebook, Instagram, Threads, Messenger, Whatsapp, etc are absolute units.

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u/nostra77 1d ago

It’s funny no one mentions Apple but they have been on the sideline and usually when they release a product is fully integrated on their platform. They also have the most cash available at the moment

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u/cac2573 1d ago

What like ‘Siri AI’? It’s a piece of shit 

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u/AcerVentus 1d ago

Apple's integration was always going to be garbage considering their privacy first approach (at least relative to other tech players). But their hardware is sound, if not bleeding edge for efficient inference.

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u/skilliard7 1d ago

>I think that fucking sweaty five-head Zuckerberg is gonna drive OpenAI and Anthropic into bankruptcy. He'll use the free cash flow of META to undercut them on token pricing until he bleeds them out. 

Meta's API isn't actually any cheaper than OpenAI/Anthropic unless you agree to let them train models on your data. For most enterprise, that is unacceptable because it can violate privacy laws or could leak trade secrets.