Wall St Engine(@wallstengine):$META & MICROSOFT ARE CUTTING INTERNAL CLAUDE USE AS THEY PUSH THEIR OWN AI TOOLS Meta and $MSFT, two major Anthropic customers, are reducing employee use of Claude, according to The Information. Microsoft had been on pace to spend at least $1B annually on internal Anthropic usage earlier this year, but has since cut that level by more than one-third. At Meta, Claude Code users have roughly halved to ~30,000 from ~60,000 earlier this year. Meanwhile: MetaCode users: 30,000+ Muse Code users: 6,000+ Meta still spent more than $105M on Claude Code over a recent 28-day period. Source: The Information

2026.10.05 18:40

$META & MICROSOFT ARE CUTTING INTERNAL CLAUDE USE AS THEY PUSH THEIR OWN AI TOOLS Meta and $MSFT, two major Anthropic customers, are reducing employee use of Claude, according to The Information. Microsoft had been on pace to spend at least $1B annually on internal Anthropic usage earlier this year, but has since cut that level by more than one-third. At Meta, Claude Code users have roughly halved to ~30,000 from ~60,000 earlier this year. Meanwhile: MetaCode users: 30,000+ Muse Code users: 6,000+ Meta still spent more than $105M on Claude Code over a recent 28-day period. Source: The Information