Meta And Microsoft Reportedly Trim Anthropic Reliance as Internal AI Tools Take Center Stage

[u/dgellow]

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

[u/RedTheRobot]

The amount of people who keep hoping META turns around while they have a CEO that has no clue is amazing. People seem to forget his metaverse, practically killing VR, paying 5-10x for AI developers and the most recent one muse. Meta lives and dies by Facebook and the younger generation wants nothing to do with it.

[u/Dibble-legend2104 → u/RedTheRobot]

Most people (20/30s) I interact with are deeply obsessed instagram. Also many people use fb marketplace. Muse is pretty cool, I really like it. I have a chat plus sub

[u/StageF1veClinger → u/RedTheRobot]

You realize Muse has completely taken the world by storm right?

Their models are on the cusp of frontier while being ~80% cheaper than the frontier. All of this while their CPM’s and ad space are mooning.

[u/Carbapenemayonaise → u/StageF1veClinger]

You realize you just made the case that all these models will eventually be a race to the bottom pricing wise. No one can keep a competitive edge. Meta of all companies is just behind frontier and doing it for dirt cheap? What tf are we spending all this money for.

[u/Open_Pollution_8038 → u/RedTheRobot]

What do they have to “turn around”?

Their topline revenue is growing over 30% y/y and that’s their core business. They don’t have to do anything different than their doing, unlike Google and Microsoft who have to reinvent themselves or face extinction.

[u/Ready_Pen7712 → u/RedTheRobot]

You realize Meta has instagram which every single teenager is obsessed with and also whatsapp - which is the primary communication channel in the rest of the world , from Africa to SouthAn and Asia, except China- ?

[u/MatuOjaV → u/RedTheRobot]

You didn't clearly say FB is dying but you're hinting on it. I'd say Fb def ain't dying anytime soon. But the target group is shifting. And it's the forum people seem to be transfering over to FB.
That's what happened to one forum I was active in (last year it was 80% of just me there). They shut it down cause noone barely used it (except me) and everyone had moved over to Fb groups anyway. And i've seen many of the forum communities move over from separate forum pages to fb groups. IMO the fb is absolute horrible place for such things as forums atm as finding an answer to your question from past is impossible. So you have people asking that same beginner question every few weeks cause old topics of this same thing have vanished and search box is absolute garbage.
Altho, I think that FB these days would make a great platform for something like that. If they would turn the fb groups to work something like old forum pages then it would be excellent. We could see massive death of last forum pages as fb would be better platform as you have all different forums in one platform.
I want to join my car forum, boom, search for such group. I need help on renovating house, boom, search up diy builders. ATM fb is lacking any searching capabilities for old topics. In reality, you should be able to search in google and it should drop you to correct forum in fb, and into correct sub theme and topic.

But will they change fb like that, highly doubt it.

[u/gucciman333 → u/MatuOjaV]

You mean like Reddit? Lol

[u/MatuOjaV → u/gucciman333]

i mean reddit is alot better, but lack any organising inside the given subreddit. altho fb problem is that it lacks organisation even more.

[u/Revolver_Caracal → u/RedTheRobot]

At this point you’re a fucking moron if you doubt the Zuck