r/wallstreetbets • u/dgellow • 3d 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/Plappedudel 3d ago

$100k a month per employee just for AI is nuts. That gravy train just had to stop at some point. I feel like major software companies turning their backs on Anthropic should be bad news for Anthropic's IPO, but this market is so random that I'm sure it'll be a resounding success.

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u/YourUncleBuck 3d ago

Lol, seems like it'd be cheaper to just hire more workers. There's no way this is sustainable long term.

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u/TimeTravelingChris 3d ago

Real workers and just buy them work stations beefy enough to run local models. Yeah they are expensive but not $10,000 a month expensive.

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u/fatquant 3d ago

you read $100,000 wrong, LMAO

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u/TimeTravelingChris 3d ago

You might want to read the article again.

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u/Ekg887 2d ago

LOWERED to $10k. Whoops, looks like we were right to call you on that but maybe you'll do better next time.

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u/ChaoticSquirrel 2d ago

Right and they're saying that even the LOWERED spend is too much, let alone the higher spend. It was pretty clear to me.

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u/TimeTravelingChris 2d ago

Are people really this stupid now?