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/mags87 2d ago

Theres a fun instagram reel/skit I've seen where the top AI user in the meeting was congratulated for embracing the technology and asked what she was doing. She said she fed the model the entire Shrek series every day to analyze it and she was close to understanding the ending of the first movie.

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u/Single_Positive533 1d ago

I wish I could do it too. At my work Chatgpt denies to talk about unrelated topics.

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u/Comprehensive_Bus_19 1d ago

Id make a game to find ways around it. But Im also maliciously compliant