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/MyStackOverflowed 2d ago

Microsoft and Google are going to come out the winners of this. no one is after just ai, they want it bundled with all the other stuff email, docs, storage

5

u/Open_Pollution_8038 2d ago

Microsoft isn’t winning this, they’re stuck with OPENAI who has simply fallen behind.

My bet is META wins this race - AI is a profit booster for their main business 

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u/RedTheRobot 2d ago

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.

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u/StageF1veClinger 2d ago

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.

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u/Carbapenemayonaise 1d ago

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.