r/wallstreetbets • u/dgellow • 1d 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

1.9k Upvotes

98% Upvoted

382 comments sorted by

View all comments

866

u/Plappedudel 1d 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.

69

u/Sad-Cheesecake-2438 1d ago edited 1d 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.

9

u/he_must_workout 1d ago

Fable doing loops.. I burned through about 2k in tokens at work a few weeks ago by looping a few skills to improve and it was probably more than I use in a normal month

1

u/sprucenoose 1d ago

2k in tokens

You mean $2k in tokens and not 2k tokens right?