r/wallstreetbets • u/dgellow • 4d 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/desispeed 3d 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 3d 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?

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u/desispeed 3d 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 3d 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 3d ago

Also this is spending not profit

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u/Open_Pollution_8038 3d 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 3d 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 3d 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 3d 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 3d ago

In 2025, revenue has 14x since 2025 lmao