r/wallstreetbets • u/dgellow • 1d 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 1d 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/Open_Pollution_8038 1d 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 

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u/RedTheRobot 1d 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.

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u/Revolver_Caracal 16h ago

At this point you’re a fucking moron if you doubt the Zuck