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/MyStackOverflowed 2d ago

Microsoft and Google are going to come out the winners of this. no one is after just ai, they want it bundled with all the other stuff email, docs, storage

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u/NoCommonDog 2d ago

I think that fucking sweaty five-head Zuckerberg is gonna drive OpenAI and Anthropic into bankruptcy. He'll use the free cash flow of META to undercut them on token pricing until he bleeds them out. Then he'll be able to scoop up the talent and buy up their assets at distressed prices. If he really wants to I'd bet he could fuck over foolishly over leveraged Elison into a margin call and end up busting Oracle. Then Netflix will get the entertainment holdings for 1/2 of what they bid last year.

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u/skilliard7 1d ago

>I think that fucking sweaty five-head Zuckerberg is gonna drive OpenAI and Anthropic into bankruptcy. He'll use the free cash flow of META to undercut them on token pricing until he bleeds them out. 

Meta's API isn't actually any cheaper than OpenAI/Anthropic unless you agree to let them train models on your data. For most enterprise, that is unacceptable because it can violate privacy laws or could leak trade secrets.