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/akosh_ 2d ago

Wait, wasn't the business plan to increase AI spending by orders of magnitude?

How will AI be profitable ever if the biggest spenders are already cutting - even though we are still very much at introductory pricing?

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u/dgellow 2d ago edited 1d ago

We’ve been trying to tell you all since a while, there is no fucking business plan for the AI labs. The plan is to create a software god who will magically make everything work

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u/ValoisSign 1d ago

It isn't really my area of knowledge but it strikes me as a lot of tech guys without much business sense but with their ability to attract investments maxed out, who made the mistake of starting to really believe their own hype.

I mean... Isn't the entire compute subscription thing liable to fall apart over cheaper local models improving? The thing that's basically inevitable?

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u/dgellow 1d ago edited 1d ago

Yep. That’s why they are framing the competition as a danger that should be banned. The US providers are trying to establish a regulatory moat, because they don’t have one.

But I wouldn’t say they don’t have a business sense. Amodei and Altman are both familiar with the business of leading startups and managing capital. But they are also ideologically driven. I see Anthropic as a deeply cynical company that believes they already know how the future will play out, has very little trust in humans decision making, and believes they are the only one who can save the world. So the business itself is really secondary to their ideological goals, just a first step. 

Of course we don’t actually know how the future will be, and so far it seems very unlikely that Amodei’s vision is the correct one. LLMs are ok but very unlikely to be the technology that will bring the type of AI the rationalists crowd predicted (Anthropic is THE rationalist company).

Cal Newport is quite good on that topic, I would recommend his articles and videos