$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