Microsoft and Meta Slam the Brakes on Claude

🔥 What happened Microsoft and Meta are slashing their Claude usage hard. Microsoft cut its per-employee budget from $100,000 to roughly $10,000 a month, while Meta halved Claude Code users from 60,000 to 30,000. 💡 Why it matters Microsoft had projected over $1 billion in annual Claude spending — now teams are told to use GitHub Copilot and OpenAI instead. Meta burned over $105 million on Claude Code in a single 28-day stretch. Both customers are building rival products and want to limit Anthropic's access to their training data. ⚡ Our take Anthropic is a victim of its own success: grow fast enough and your best customers become your fiercest competitors. The irony of Meta complaining about data access is almost too perfect.