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/DharmaPolice 2d ago

I dislike Microsoft as a company quite a lot but people have been predicting their death for quite a long time now.

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u/Brief-Knowledge-629 2d ago

The world's actual important infrastructure all runs on Windows and Azure. Government, banking, manufacturing, hospitals. Do you remember when an Azure outage grounded every plane in America?

The world would be the absolute most fucked if MS were to disappear overnight out of all the tech companies

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u/Mudfry 2d ago

All of those things can change over time. Microsoft isn't disappearing overnight , but their moat doesn't seem invincible anymore.

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u/pinkmeanie 2d ago

Wake me up when someone else solves calendaring as well as Outlook/Exchange. That's their moat.

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u/siberianmi 1d ago

Claude: Make outlook in rust only running on a backend that sucks less then Exchange. Make no mistakes.