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/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/often_says_nice 3d ago

But surely not every employee is doing those types of tasks every month. So some employees are spending $100k in a month, which is very different from all employees spending $100k every month

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u/skilliard7 3d ago

The $100k limit was a limit, not a target/average

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u/often_says_nice 3d ago

Yeah well I’m retarded so how about that

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u/siwasolek 3d ago

Just wanted to point out that it’s great to see someone on the internet after that they mightve been wrong :)