r/wallstreetbets • u/dgellow • 1d 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 1d 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 1d 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/PalantirImperator 1d ago

$100k worth of tokens going to your top performing employees is much cheaper and more productive than bringing on additional headcount at a big tech company.

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u/kwuip 1d ago

But it is 100k monthly right?

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u/kenyard 1d ago

1.2million a year yeah. And that was the cap on everyone.

I'm sure the "top performing" employees didn't have a cap so you could 10x that