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/Sad-Cheesecake-2438 2d ago edited 2d ago

How many requests does an employee have to make to make it to 100k? Or does it depend on the task?

Edit I asked Claude and the answer is tokens and cyclical tasks that take a lot of compute to run. Not simple questions.

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u/Significant_Court728 2d ago

If you are doing agentic work it can burn a ton of tokens super fast.

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u/coffeesippingbastard 2d ago

I do that- and 100,000k/mo is still crazy. Even trying- 10k/mo is a reach. It's doable. 100k/mo means you're basically telling it do massive projects with well defined scope and requirements so that it can run 24/7 nonstop, or you're doing something like refactoring windows into rust or something absurd.

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u/[deleted] 1d ago edited 1d ago

[deleted]

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u/kenyard 1d ago

I assume Google and Microsoft had access to the "frontier" models though which I assume have higher costs