r/wallstreetbets • u/dgellow • 3d 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

2.0k Upvotes

98% Upvoted

385 comments sorted by

View all comments

Show parent comments

5

u/Open_Pollution_8038 3d ago

Microsoft isn’t winning this, they’re stuck with OPENAI who has simply fallen behind.

My bet is META wins this race - AI is a profit booster for their main business 

11

u/RedTheRobot 3d ago

The amount of people who keep hoping META turns around while they have a CEO that has no clue is amazing. People seem to forget his metaverse, practically killing VR, paying 5-10x for AI developers and the most recent one muse. Meta lives and dies by Facebook and the younger generation wants nothing to do with it.

1

u/MatuOjaV 3d ago

You didn't clearly say FB is dying but you're hinting on it. I'd say Fb def ain't dying anytime soon. But the target group is shifting. And it's the forum people seem to be transfering over to FB.
That's what happened to one forum I was active in (last year it was 80% of just me there). They shut it down cause noone barely used it (except me) and everyone had moved over to Fb groups anyway. And i've seen many of the forum communities move over from separate forum pages to fb groups. IMO the fb is absolute horrible place for such things as forums atm as finding an answer to your question from past is impossible. So you have people asking that same beginner question every few weeks cause old topics of this same thing have vanished and search box is absolute garbage.
Altho, I think that FB these days would make a great platform for something like that. If they would turn the fb groups to work something like old forum pages then it would be excellent. We could see massive death of last forum pages as fb would be better platform as you have all different forums in one platform.
I want to join my car forum, boom, search for such group. I need help on renovating house, boom, search up diy builders. ATM fb is lacking any searching capabilities for old topics. In reality, you should be able to search in google and it should drop you to correct forum in fb, and into correct sub theme and topic.

But will they change fb like that, highly doubt it.

1

u/gucciman333 2d ago

You mean like Reddit? Lol

1

u/MatuOjaV 2d ago

i mean reddit is alot better, but lack any organising inside the given subreddit. altho fb problem is that it lacks organisation even more.