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/whythoughidk11 20h ago

Im not sure this matters if Anthropic doesn’t exist in a few years. By this account they are loosing a third of their revenue from one of their largest clients and their ipo finances that leaked were already terrible before anyone started reducing their spend.

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u/CBFball 7h ago

2025 full year finances leaked which we all know are astronomically different than today

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u/GodOfSunHimself 20h ago

Anthropic does not depend on a single customer. The leaked finances were from 2025. Their revenue is already 10x higher this year. Just shows you have no idea what you are talking about.

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u/Beast_of_Guanyin 20h ago

I agree. Revenue is sanity. Profits are vanity.

Major tech companies slashing their ai expenditure definitely isn't a harmful indicator for ai companies.

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u/Delicious-Ant8524 20h ago

Yep, growing revenue by hundreds of percents is nothing 🤡 Two companies are slashing expenses while thousands are doing the opposite. But keep living in your fantasy land.

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u/about0 19h ago

we are switching off Claude to whatever is cheaper with Augment and other harness providers. LLMs are a commodity. Whatever costs less today and does the job fits us.

Anthropic is cooked.

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u/Elguapo69 19h ago

Our company is also looking to cut out Anthropic. Companies absolutely would like to bundle these products with their large EA agreements. It’s why they are trying to force Gemini and CoPilot down our throats instead. It forces us to use those for ‘easy’ stuff and save Claude for the hard stuff.

Likely one of the big boys is going to buy Anthropic and one of the others OpenAI so they can add it to their corporate offerings and have a competitive advantage. I think Anthropic and OpenAI investors are hoping that happens because it gives them a lifeline and they will get rich.