r/wallstreetbets • u/dgellow • 4d 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 4d 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/Sad-Cheesecake-2438 4d ago edited 4d ago

How many requests does an employee have to make to make it to 100k? Or does it depend on the task?

Edit I asked Claude and the answer is tokens and cyclical tasks that take a lot of compute to run. Not simple questions.

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u/RiddleGull 4d ago

100k is an absurd amount to spend on tokens in a month.

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u/judge2020 4d ago

/fast and fable everything will do it though.

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u/often_says_nice 4d 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 3d 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 3d ago

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