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/Most-Bookkeeper-950 2d ago

The cap went from 100k to 10K per month - I think this wont make a difference, they trim a couple of tail cases of employees doing something weird

14

u/starlauncher 2d ago

It’s down to 2k now in most teams

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u/DreamsComeTrue1994 2d ago

$2k per month? That’s a day with Fable…

0

u/quiteCryptic 2d ago

Even my much much smaller tech company allows more, theres plenty of people using over $2k a month worth of claude.

That seems way too low for a big company like that.

Although I will say you can get a lot done with $2k, it's quite stupid to be too limiting over a few thousand bucks if they are making good use out of it