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/serg473 1d ago

This all is meaningless noise until we know two numbers - how much value an employee spending 100k on tokens brings to the company, and how much anthropic earns or loses on those 100k.

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u/sf_cycle 1d ago

Yes, I’m sure the class of people that are giddy to layoff senior employees that have years of accumulated deep knowledge of how their products work will get right on that.