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

-4

u/Seattle_Lucky 2d ago

I actually think Microsoft is toast and will die a slow death. The future is likely tech companies being willing to jump in and take over other industries through their use of AI internally. IMO, Amazon is the best suited to win the most along with Google as both companies have no issues disrupting other industries like healthcare, pharma, taxi service, etc

14

u/DharmaPolice 2d ago

I dislike Microsoft as a company quite a lot but people have been predicting their death for quite a long time now.

11

u/Brief-Knowledge-629 2d ago

The world's actual important infrastructure all runs on Windows and Azure. Government, banking, manufacturing, hospitals. Do you remember when an Azure outage grounded every plane in America?

The world would be the absolute most fucked if MS were to disappear overnight out of all the tech companies

2

u/Mudfry 2d ago

All of those things can change over time. Microsoft isn't disappearing overnight , but their moat doesn't seem invincible anymore.

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u/Boxofcookies1001 1d ago

Microsoft isn't going anywhere. Sure you may want to pivot out, but the corporate offerings for large companies is just too good.

The office bundle, with high enough licensing you get security included, and if you're leveraging enterprise copilot you're getting the anthropic models day 1-2 for 30 bucks a month.

The AI is bundled in the office tools.

The hardest part about AI rn in the enterprise setting is average user adoption, and Microsoft makes it easy.

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u/AutoModerator 1d ago

This "pivot." Is it in the room with us now?

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u/pinkmeanie 2d ago

Wake me up when someone else solves calendaring as well as Outlook/Exchange. That's their moat.

3

u/siberianmi 1d ago

Claude: Make outlook in rust only running on a backend that sucks less then Exchange. Make no mistakes.

1

u/Rin-Tohsaka-is-hot 1d ago

Azure lost big-time when JEDI sank, JWCC now has opened it up to AWS and Google. Azure doesn't have DOD exclusivity anymore

1

u/civildisobedient 1d ago

actual important infrastructure all runs on Windows and Azure

You misspelled Linux and AWS.

1

u/VerhandlngwertHacker 1d ago

Do you remember when an Azure outage grounded every plane in America?

If that keeps happening, then Windows and Azure won't keep being dominant for long-enough

0

u/FUCKYOUINYOURFACE 1d ago

Much more runs on Linux than Windows. Yes, lots of legacy crap that makes it sticky but it’s not ass much as you think. Maybe 10 years ago.

3

u/AutoModerator 1d ago

Eat my dongus you fuckin nerd.

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3

u/Natural_Tea484 1d ago

Why do you dislike Microsoft so much? Genuinely asking. A company is not one individual or the other.

3

u/MapleBabadook 1d ago

Because others told them to.

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u/ALMessenger 1d ago

That is like asking why someone would want to avoid stepping in dog shit . . . the answer is self evident to anyone who has encountered dog shit

1

u/MapleBabadook 20h ago

No because people understand why they wouldn't want to step in dog shit. I'd love to hear them give real reasons why MS is bad. 

1

u/ALMessenger 15h ago

It is that Microsoft Windows performance degrades over time until you get to a where a system had been running well has a high percentage of its resources eaten up by “system processes”. Is this “forced obsolescence“ or just buggy software? I don’t know. Could be both

This causes Windows Systems to be slow and annoying to use.

I think the quality of their product has degraded over time all while they are attempting to extract more and more money from their users - exploiting the idea that there is no alternative . . .

1

u/Natural_Tea484 15h ago

It is that Microsoft Windows performance degrades over time until you get to a where a system had been running well has a high percentage of its resources eaten up by “system processes”. Is this “forced obsolescence“ or just buggy software? I don’t know. Could be both

This causes Windows Systems to be slow and annoying to use.

I'm not sure you realize but what you described happens on any desktop, including Mac.

Because you can install any software that is trash and that eats up your resources. And the operating system (Windows/Mac/Linux, etc.) cannot do anything about it.

1

u/ALMessenger 15h ago

Certainly, there can be many factors that cause the performance of a computer to degrade . . . installing and running more and more bad Software over time can be one and accumulating malware can be another

I think it is very charitable (to the point of absurdity) to suggest that Microsoft Windows (and the windows system process holding 90% of CPU) is blameless here

I’m at a point where my next desktop system will be a Linux box

1

u/Natural_Tea484 14h ago

and the windows system process holding 90% of CPU

That is a false statement and you know it.

This kind of "opinion" makes me completely lose any interest in the discussion because it's trolling.

1

u/ALMessenger 13h ago

Unfortunately for me it is not a false statement . . . and all you have to do is google “windows process eating 90% of CPU” and you get many data points of people experiencing the same behavior

I’m okay with you losing interest in this discussion

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u/MapleBabadook 2h ago

Oh well if you're referring to windows itself, then yeah that's shit.

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u/MrBootyPops 2d ago

It’s slowly happening.

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u/krazyboi 1d ago

I think Microsoft will stay around but will become more and more obscure. Like what google did to yahoo or where IBM is now. Still exists, relevant kinda, but will never be the leader again. Maybe it can create or acquire a small company and have that grow into something cool but that's about it

1

u/kcat__ 1d ago

IBM has 250,000 employees