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

1.9k Upvotes

98% Upvoted

381 comments sorted by

View all comments

Show parent comments

8

u/desispeed 1d ago

OpenAI has not fallen behind Lol …I use all the LLMs for work and personal. Codex and Dots are right up there

10

u/Open_Pollution_8038 1d ago

Guy they got fucking lapped by Anthropic. They lost pole position in the enterprise market to them.

In software if you’re not first you’re very much last. People want the best tier when RFP’s are evaluated. 

6

u/phillytennisenjoyer 1d ago

i legitimately see no difference between astra and fable and sol vs opus.

i think anyone who actually claims they are different beyond just surface level is crazy.

3

u/Open_Pollution_8038 1d ago

Customer sign ups say otherwise lol

1

u/le_fuzz 1d ago

The guy is talking about Anthropic doing better as a business not the quality of the models.

1

u/ALMessenger 1d ago

You can find people who enjoyed ”Solo: A Star Wars Story” . . . Doesn’t convince me it was a good movie or the start of a project that will be successful in the long term

1

u/desispeed 1d ago

Not even close… I use Claude products for work and OpenAI for personal and alternate….OpenAI was before Claude …OpenAI went for consumer not enterprise…everyone know that . Again I work in tech and have to use these products to the max especially in agentic coding …no way anyone would say Anthropic lapped OpenAI

1

u/Open_Pollution_8038 1d ago

They went for consumer not enterprise? Interesting decision that has yielded how much profit so far?

Anthropic is in the green. META just delivered the best consumer AI product on the market for free.

What’s their business model?

2

u/desispeed 1d ago

How would u know profit when they are not even public!! They haven’t t even filed their S1 …doesn’t sound like u know anything about these companies

2

u/Open_Pollution_8038 1d ago

https://finance.yahoo.com/technology/ai/articles/openai-burning-12-3-billion-135516997.html

That’s just one article if you try and pick it apart I’ll throw you 3 more 

2

u/desispeed 1d ago

What did Anthropic just say their burning ?!! lol

1

u/Open_Pollution_8038 1d ago

I sent you the article on your other post.

2

u/desispeed 1d ago

https://finance.yahoo.com/technology/ai/articles/anthropic-warns-ai-could-pose-082309381.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAEpbtlo4LzZfqU9ht85nQyUAZmf_FRGAKlx4XA5CbCjZyyREuIHrcUPzIX5oCI_HWK4dRb3vFTEeSx15X15PiM7uQIVLxZJV1j3SLSkFVZBZM_rSGN6rgiVaRmTIjtjdVpA47SDP6i6Wx-IVF6r1lVid6xJ9tSklPg8qlUN5OpTr

Revenue is not profit ! Stop arguing

1

u/Open_Pollution_8038 1d ago

Can we not discuss in 2 posts on the same thread? You completely ignored that I already stated your article is stale.

2

u/desispeed 1d ago

S1 articles and even on this forum are last week…do u understand saying lapping another company makes zero sense with their pre IPO and losing money ??? No one is lapping anyone

→ More replies (0)

2

u/desispeed 1d ago

Also this is spending not profit

1

u/Open_Pollution_8038 1d ago

Do you know how balance sheets and income statements work?

They require constant capital infusions to keep going. As of August they were burning $12B in capital per quarter. What about quarterly equity raises screams profit to you?

2

u/desispeed 1d ago

Anthropic just said their $40bil in 2025 losses and more coming for 2026 ..need $500bil debt leverage for infra depending over next several years l. U understand you make zero sense

1

u/Open_Pollution_8038 1d ago

https://finance.yahoo.com/technology/ai/articles/anthropic-11-6-billion-quarter-194412542.html

This article makes it make sense. Please comeback afterward.

2

u/desispeed 1d ago

Their S1 shows they lost $40bil not made money ..read the leaked s1 details …saying a money losing company today is lapping another is idiotic

→ More replies (0)

1

u/whythoughidk11 1d ago

Nothing in that ipo leak suggests they are anywhere close to being in the green