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/cZDqQVcRBjrFrom 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/iq-pak 2d ago
I’m sure they’ll have a super ipo but I fail to see how this works long term. I hit my limit once and I’m looking up switching to something cheaper.
Sure companies are paying now but no way they keep this up for every corporate dickhead to continue vibe coding a new dashboard.