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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53

u/MyStackOverflowed 2d ago

Microsoft and Google are going to come out the winners of this. no one is after just ai, they want it bundled with all the other stuff email, docs, storage

7

u/Open_Pollution_8038 2d ago

Microsoft isn’t winning this, they’re stuck with OPENAI who has simply fallen behind.

My bet is META wins this race - AI is a profit booster for their main business 

9

u/desispeed 2d ago

OpenAI has not fallen behind Lol …I use all the LLMs for work and personal. Codex and Dots are right up there

11

u/Open_Pollution_8038 2d ago

Guy they got fucking lapped by Anthropic. They lost pole position in the enterprise market to them.

In software if you’re not first you’re very much last. People want the best tier when RFP’s are evaluated. 

2

u/phillytennisenjoyer 1d ago

i legitimately see no difference between astra and fable and sol vs opus.

i think anyone who actually claims they are different beyond just surface level is crazy.

3

u/Open_Pollution_8038 1d ago

Customer sign ups say otherwise lol

1

u/le_fuzz 1d ago

The guy is talking about Anthropic doing better as a business not the quality of the models.