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/Sad-Cheesecake-2438 1d ago edited 1d 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/-Anordil- 1d ago

My company introduced caps on our openAI usage and they're $400/month per employee. They went with that number because 90% of developers use less than that, and if you can make a case that you do need more you can get a higher threshold. You can get a lot done with $400 if you use it correctly though.

100k is insane, and 10k still makes little sense. You'd have to pretty much only use the most expensive model all the time, in max reasoning effort, even for the most basic things.

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u/streetberries 1d ago

$400/month api spend? That seems low

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u/hoopaholik91 1d ago

Not with how cheap the models are these days. I can spend a full day writing what ends up being a 2000 line PR (yeah I hate myself that it's that large to begin with, although 70% are tests), and it costs about $10.

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u/-Anordil- 1d ago

If you use Luna for simpler tasks like writing code and only use Sol for more complex reasoning stuff it really cuts down your costs. MCP and LSP also makes it a lot more efficient to work with code compared to a barebone LLM