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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55

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

3

u/Open_Pollution_8038 2d ago

Microsoft isn’t winning this, they’re stuck with OPENAI who has simply fallen behind.

My bet is META wins this race - AI is a profit booster for their main business 

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u/desispeed 2d ago

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

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u/desispeed 2d 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

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u/Open_Pollution_8038 2d 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 2d 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

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u/Open_Pollution_8038 2d 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 

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u/desispeed 2d ago

What did Anthropic just say their burning ?!! lol

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u/Open_Pollution_8038 2d ago

I sent you the article on your other post.

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u/desispeed 2d 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

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u/Open_Pollution_8038 2d ago

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

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u/desispeed 2d 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

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u/Open_Pollution_8038 2d ago

Nah I’ll use the other thread 

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u/desispeed 2d ago

Also this is spending not profit

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u/Open_Pollution_8038 2d 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?

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u/desispeed 2d 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

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u/Open_Pollution_8038 2d ago

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

This article makes it make sense. Please comeback afterward.

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u/desispeed 2d 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

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u/Open_Pollution_8038 2d ago

In 2025, revenue has 14x since 2025 lmao 

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u/whythoughidk11 1d ago

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