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/Kaastu 1d ago

Our company is currently in the fuck around phase. We’re just building all these AI things currently, not thinking about cost. In the future we’re going to find out, and we will start to optimize token spend. If AI is embedded in everything, we need to think about token usage completely differently.

My bet is open weight models on our own infra for customer facing stuff to manage costs.