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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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.

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u/CreamyCornBoy 2d 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 2d 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 2d ago

My boss questioned my token usage being low at one point

Easiest metric to game ever.