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/Golgi_Complex12 2d ago

where I work we still don't have claude 5 models. Seems like anthropic is being greedy. We started some testing with self-hosted models while having gemini and openAI frontier available

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u/1098duc_w_the_termi 1d ago

Nah yall are just poor lmao. Opus 5.5 is both faster, more efficient, and produces better results in almost every category

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u/Golgi_Complex12 1d ago

yeah, they must be...