How Meta and Microsoft’s ‘Claude message’ to employees show Anthropic has a ‘complicated problem’

Microsoft and Meta are reportedly curbing their internal staff’s reliance on Anthropic’s Claude models, attempting to control mounting computing expenses while steering engineers toward their own in-house artificial intelligence (AI) tools. The shift, reported by The Information, highlights a ‘complicated problem’ confronting Anthropic: its most lucrative corporate buyers also double as its fiercest market rivals. Even as both tech giants continue to offer Claude to external clients through enterprise products and cloud infrastructure, their executive leadership is taking direct measures to limit how much their own developers lean on Anthropic’s systems.

Microsoft cuts Anthropic projections by a third

Inside Microsoft, top leaders, including Azure Cloud head Scott Guthrie and developer tools leader Jay Parikh, have instructed teams to practice greater discipline with coding tools, monitor employee consumption and prioritise non-Anthropic alternatives, the report said.It added…