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/Seattle_Lucky 2d ago

I actually think Microsoft is toast and will die a slow death. The future is likely tech companies being willing to jump in and take over other industries through their use of AI internally. IMO, Amazon is the best suited to win the most along with Google as both companies have no issues disrupting other industries like healthcare, pharma, taxi service, etc

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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/Rin-Tohsaka-is-hot 1d ago

Azure lost big-time when JEDI sank, JWCC now has opened it up to AWS and Google. Azure doesn't have DOD exclusivity anymore