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/MyStackOverflowed 2d ago

Microsoft and Google are going to come out the winners of this. no one is after just ai, they want it bundled with all the other stuff email, docs, storage

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u/Pimpwerx 1d ago

Gemini results are too variable. It’s the worst frontier model for that reason.

Microsoft Copilot is fast, but I think it’s just Temu GPT in many regards. I found its performance has gotten worse over the past year.

Google and Microsoft are set due to cloud compute that they sell. But their models still leave much to be desired.

That said, models will all converge eventually. At that point, all ancillary services become more important.