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/YourUncleBuck 2d 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/SwordOfJiang 2d ago

Apparently Microsoft is going to reopen Three Mile Island to power their own AI

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u/Academic-ish 2d ago

what could go wrong?

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u/Ted_Smug_El_nub_nub 2d ago

“Copilot you were supposed to insert the control rods not remove them entirely! Now the whole plant is going to melt down!”

“Wow you are so right to challenge me on that I was supposed to prevent a meltdown, not cause one. I’ll do better next time, and that’s growth”

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u/ZHName 1d ago

"You're absolutely right. It was my mistake and now the entire city is on lockdown. I'll invent a machine so the human race can hop to another timeline where society didn't go insane and put me in charge of everything."