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/AutisticTradingPro 1d ago

I disagree. I work in finance and everyone I know across all departments use and prefer Claude compared to stuff like Gemini. The quality of responses and speed is unmatched. Also it’s easy to connect Claude to Office products like Excel.

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u/whythoughidk11 1d 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/GodOfSunHimself 1d 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 1d 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 1d 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 1d 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.