Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor

Meta and Microsoft, two of Anthropic's biggest enterprise customers, are sharply cutting internal use of Claude. At Microsoft, Claude spending had been projected at over $1 billion annually, according to The Information. But executives Scott Guthrie and Jay Parikh told employees to use in-house tools like GitHub Copilot and OpenAI's models instead. Spending was cut by more than a third, with the monthly per-employee budget in the cloud division dropping from $100,000 to about $10,000.

First reported by The Decoder. This page is a short excerpt; the full text is theirs.