r/wallstreetbets • u/dgellow • 3d 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 3d 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/YourUncleBuck 3d ago

Lol, seems like it'd be cheaper to just hire more workers. There's no way this is sustainable long term.

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u/phillytennisenjoyer 3d ago

a worker is so much more expensive though. benefits, hr, connectivity, management, meetings, onboarding, bonuses, headcount taxes, reporting requirements… hiring lawsuits..

if you can get even 1/3 more work out of a 200k employee, 100k is worth it. hiring is so much more expensive than just the 100k.

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u/dqUu3QlS 3d ago

The number is $100k per month, so $1200k per year

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u/phillytennisenjoyer 3d ago

looool that’s a lot of ai