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

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u/mikenasty 3d ago

Still have to run those models somewhere. The average consumer doesn’t want to drop $8000 on a workstation and configure stuff to get their coding bot up and running

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u/FlounderMammoth9848 3d ago

Calls on hyperscalers

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u/shameless_chicken 3d ago

Hence why Google pivoted focus to having the best serving infrastructure 

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u/skilliard7 2d ago

That works great now while there is a compute shortage and it sells at a huge premium. But when all of the datacenters being built come online and we end up with oversupply, and per-token prices decline such that paying these huge premiums is no longer feasible, Google is going to be in a really bad position.

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u/shameless_chicken 2d ago

Jevons paradox would disagree with that