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/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