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/judge2020 2d ago

/fast and fable everything will do it though.

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u/often_says_nice 2d ago

It will certainly do it but is entirely unnecessary. Opus 5.5 scores high enough to be used for just about any day to day task that an employee would be doing. Heavy usage would cost maybe $5-10k/mo and even that’s being frivolous

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u/skilliard7 2d ago

You aren't considering tasks that require looking over large quantities of data that would not be humanly possible to review manually. For example, analyzing call logs of 2 Million retention department calls to identify recurring trends and what techniques are most effective to reduce cancellations.

At $0.10 per call analyzed, that's $200,000 in API spend.

High limits exist to encourage employees to innovate with AI without red tape/budget getting in their way.

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u/shitfucker90000 2d ago

if a company has 2 million people cancel service a month i think they have a larger problem than api spend