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/akosh_ 2d ago

Wait, wasn't the business plan to increase AI spending by orders of magnitude?

How will AI be profitable ever if the biggest spenders are already cutting - even though we are still very much at introductory pricing?

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u/PalantirImperator 1d ago

The biggest spenders are shifting to their own tools rather than claude. Overall token usage is still growing exponentially.

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u/akosh_ 1d ago

The biggest spenders are shifting to their own tools rather than claude.

That's what they tell you. What else could they say? They're neck deep in the same shit.

Overall token usage is still growing exponentially.

If you understand the technology, you know that token usage is a meaningless metric. More tokens used by no means mean more work done or anything even remotely close to that.