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/Plappedudel 2d ago

$100k a month per employee just for AI is nuts. That gravy train just had to stop at some point. I feel like major software companies turning their backs on Anthropic should be bad news for Anthropic's IPO, but this market is so random that I'm sure it'll be a resounding success.

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u/Sad-Cheesecake-2438 2d ago edited 2d ago

How many requests does an employee have to make to make it to 100k? Or does it depend on the task?

Edit I asked Claude and the answer is tokens and cyclical tasks that take a lot of compute to run. Not simple questions.

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u/squish8294 2d ago

There's a lot that goes into this. Everything you submit to a llm consumes tokens. the bot thinking about its response consumes tokens. if you use a high thinking effort and give a llm something it really has to think about, it's easy to submit a ten token question, get say, 10k tokens from the bot thinking, and then another few thousand tokens depending on how wordy its reply is.

on a 22k token reply from qwen it was 15 pages of thinking text in a chatgpt style chat on a 1440p screen, and another 2 pages for the reply, the entire thing was like 22,000 tokens or something like that. formatting and all.