Eric Xu (e/Mettā)(@xleaps):100% Meta is spending billions on tokens. Those are real margins Meta wants to improve. So Meta uniquely has inventive to catch up on “good enough intelligence”. And the interesting thing is Meta does not need intelligence to be superior to have high margins. They already own downstream businesses. Microsoft is actually in the same boat. Except way more models from Microsoft used internally rather than OpenAI. Eventually top tech companies are not gonna be top Anthropic customers. Put differently: if you are a CTO of a company and you are Anthropic’s #1 customer, you are doing something terribly wrong. The skill-issue shame alone is unbearable.

2026.09.02 22:10

100% Meta is spending billions on tokens. Those are real margins Meta wants to improve. So Meta uniquely has inventive to catch up on “good enough intelligence”. And the interesting thing is Meta does not need intelligence to be superior to have high margins. They already own downstream businesses. Microsoft is actually in the same boat. Except way more models from Microsoft used internally rather than OpenAI. Eventually top tech companies are not gonna be top Anthropic customers. Put differently: if you are a CTO of a company and you are Anthropic’s #1# customer, you are doing something terribly wrong. The skill-issue shame alone is unbearable.

Patrick C Toulme@PatrickToulme

2026.09.02 19:11

Meta could shutoff Claude access for employees, and you would see Anthropic revenue tank. Meta might very well do this to mess up the IPO, especially if watermelon is Fable quality.