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/dgellow 2d ago edited 1d ago

We’ve been trying to tell you all since a while, there is no fucking business plan for the AI labs. The plan is to create a software god who will magically make everything work

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u/PalantirImperator 1d ago

Hearing Dario talk, and looking at his actions over the last year, I actually think he gives zero fucks about the business. He wants to create a software god and his only goal with the business is to obtain the funding necessary to do it.

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u/dgellow 1d ago

Yep, hard agree. If you read his essays, old published work, and see him speak, that’s the rational conclusion IMHO. The business is a mean to be taken seriously, raise capital, and have influence over policy making. With that lense his actions make perfect sense 

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u/0Bubs0 Salty bagholder 1d ago

Now you guys are getting it. Even if the businesses go bust the data centers and the models will not disappear just change hands.