AIThe Decoder1h ago
Meta and Microsoft pull back from Claude
Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
TL;DRMeta and Microsoft are drastically reducing their Claude spending as Anthropic becomes a direct competitor.
Why it matters: Major cloud providers shifting away from a third-party AI signals competitive consolidation and threatens Anthropic's enterprise revenue model.
Meta and Microsoft, two of Anthropic's biggest enterprise customers, are sharply cutting their use of Claude. Microsoft slashed the monthly per-employee budget in its cloud division from $100,000 to $10,000, while Meta halved its Claude Code users to 30,000. Both companies are…
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