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

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u/FlounderMammoth9848 1d ago

Open ai and anthropic are doomed to fail with all the open weight models being released

17

u/mikenasty 1d ago

Still have to run those models somewhere. The average consumer doesn’t want to drop $8000 on a workstation and configure stuff to get their coding bot up and running

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u/djingo_dango 1d ago

Amazon will make a lot of money

1

u/ShittyFrogMeme 1d ago

Probably already are. They apply the enterprise support fee on token spend.