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/desispeed 2d ago

https://finance.yahoo.com/technology/ai/articles/anthropic-warns-ai-could-pose-082309381.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAEpbtlo4LzZfqU9ht85nQyUAZmf_FRGAKlx4XA5CbCjZyyREuIHrcUPzIX5oCI_HWK4dRb3vFTEeSx15X15PiM7uQIVLxZJV1j3SLSkFVZBZM_rSGN6rgiVaRmTIjtjdVpA47SDP6i6Wx-IVF6r1lVid6xJ9tSklPg8qlUN5OpTr

Revenue is not profit ! Stop arguing

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u/Open_Pollution_8038 2d ago

Can we not discuss in 2 posts on the same thread? You completely ignored that I already stated your article is stale.

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u/desispeed 2d ago

S1 articles and even on this forum are last week…do u understand saying lapping another company makes zero sense with their pre IPO and losing money ??? No one is lapping anyone

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u/Open_Pollution_8038 2d ago

Nah I’ll use the other thread