Meta 和 Microsoft 被曝削减员工 Claude 使用以降低成本
Meta 和 Microsoft 都在限制员工用 Claude,Microsoft 砍了超 10 亿美元预算,Meta 用户从 6 万降到 3 万,都在推自家工具,这会直接影响 Anthropic 的 IPO 故事。
据 The Information 报道,Microsoft 将内部使用 Anthropic 产品的年度支出预估削减超过三分之一,此前估算至少为 10 亿美元。Meta 方面,Claude Code 的用户数从约 6 万人降到 3 万人。裁员是部分原因,但报道认为更大的因素是 Meta 推动员工使用自家编程工具。报道还提到,这些数据将计入 Anthropic 即将进行的 IPO 估值测算。
Meta and Microsoft are reportedly cutting employees’ Claude usage to reduce costs (and push their own AI tools.)
The Information reports that Microsoft cut its projected annual spending on internal Anthropic usage by more than a third, after earlier estimates put it at at least $1 billion.
At Meta, Claude Code users fell from roughly 60,000 to 30,000. Layoffs contributed, but the report identifies the push toward Meta’s own coding tools as the bigger factor.
Keep in mind: those news will be calculated for Anthropics upcoming IPO.