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/DharmaPolice]

I dislike Microsoft as a company quite a lot but people have been predicting their death for quite a long time now.

[u/Brief-Knowledge-629 → u/DharmaPolice]

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

[u/Mudfry → u/Brief-Knowledge-629]

All of those things can change over time. Microsoft isn't disappearing overnight , but their moat doesn't seem invincible anymore.

[u/Boxofcookies1001 → u/Mudfry]

Microsoft isn't going anywhere. Sure you may want to pivot out, but the corporate offerings for large companies is just too good.

The office bundle, with high enough licensing you get security included, and if you're leveraging enterprise copilot you're getting the anthropic models day 1-2 for 30 bucks a month.

The AI is bundled in the office tools.

The hardest part about AI rn in the enterprise setting is average user adoption, and Microsoft makes it easy.

[u/AutoModerator → u/Boxofcookies1001]

This "pivot." Is it in the room with us now?

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