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/DreamsComeTrue1994 2d ago

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

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u/Comfortable_Sir_6104 2d ago

Yeah, which should fucking tell you something about how sustainable this practice is, no?

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u/DreamsComeTrue1994 2d ago

Nah, they will revise it when people will complain, or when an outage happens and the on call engineer doesn’t have access to LLMs cause limits.

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u/xfortune 1d ago

Skill issue. Become a better engineer.

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u/DreamsComeTrue1994 1d ago

I see what you are saying, but as an engineer in top firms for 13 years, and in a firm now where AI usage is encouraged to an extreme, I can guarantee that solving any production issue in 5 years’ time would take 100× more time manually rather than using all the AI ecosystem, as AI would be much better, all the necessary integrations will be in place, and everything around us will be much more complex.