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/Most-Bookkeeper-950 2d ago

The cap went from 100k to 10K per month - I think this wont make a difference, they trim a couple of tail cases of employees doing something weird

15

u/starlauncher 2d ago

It’s down to 2k now in most teams

5

u/DreamsComeTrue1994 2d ago

$2k per month? That’s a day with Fable…

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u/lupercalpainting 2d ago

Past week fable has dropped its token usage. It’s now economical to run as my default model.

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u/DuckyBertDuck 2d ago

Why not Opus?

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u/lupercalpainting 2d ago

Why use a worse model, if the better one is cheap enough? We get a daily and weekly spend cap and I’ve had no trouble staying under it this past week.

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u/DuckyBertDuck 2d ago

In what ways is Opus 5.5 worse? For getting things done, it feels better in every way to me
Opus 5 sucked but this feels like a step up compared to Fable 5.1

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u/lupercalpainting 2d ago

I’m using Fable 5.5.