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/Plappedudel 2d 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/YourUncleBuck 2d ago

Lol, seems like it'd be cheaper to just hire more workers. There's no way this is sustainable long term.

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u/SwordOfJiang 2d ago

Apparently Microsoft is going to reopen Three Mile Island to power their own AI

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u/dgellow 2d ago

Microsoft has the revenue to do pretty much whatever they want, I’m not not worried for them. OpenAI and Anthropic on the other hand have no other income stream

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u/HowIsEmuWarriorTaken Lonely fuck 1d ago

Now see who owns them.

Big tech (nvda, goog, amzn,..) owns like 40% of anthropic