Microsoft and Meta Slash Internal Anthropic Usage as AI Friction Grows

Microsoft and Meta are drastically reducing their internal dependency on Anthropic's Claude to prioritize their own in-house AI tools. Microsoft's cloud division cut its monthly per-employee AI budget from $100,000 down to roughly $10,000, with executives Scott Guthrie and Jay Parikh directing staff to use GitHub Copilot and OpenAI models. Meta saw its Claude Code user base drop from roughly 60,000 to 30,000 as the company pushes developers toward internal tools like Muse Code and MetaCode. During one 28-day period prior to these cuts, Meta spent more than $105M exclusively on Claude Code. The pullback reflects growing friction as Anthropic's Claude Cowork emerges as a direct enterprise competitor to Microsoft Office, and Meta reportedly seeks to restrict Anthropic's access to its training data.