aaron holmes
@aaronpholmes
tech reporter @theinformation email: aaron@theinformation.com
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SCOOP: Microsoft internal Anthropic spend was $1b annualized earlier this year, now down >33%
Meta has cut Claude Code seats from 60k to 30k
In Microsoft's case, lower internal spending has been offset by higher customer Claude use, total Anth spend flat
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NEW dispatch from what's been happening inside GitHub, where rising outages are causing big customers to complain and demand refunds/credits.
Meanwhile, execs want to shore up crunched margins and improve in-house models to build a moat:
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