❯ Meta and Microsoft rein in employee use of Claude, with Claude Code users inside Meta down from about 60,000 to about 30,000

Two big customers cut backAccording to an exclusive from The Information, Meta and Microsoft are reducing employees’ use of Anthropic’s Claude and steering them to their own AI tools. The number of Meta employees using Claude Code has fallen from about 60,000 earlier this year to about 30,000. Microsoft has cut its projected internal Anthropic spend, previously more than $1 billion a year, by more than a third.

The substitutes are in-houseAs relayed by AI Weekly, Meta’s own coding tool MetaCode has passed 30,000 users and Muse Code has more than 6,000 internal users. The report says Meta’s proprietary tools and its Muse Spark models have largely displaced the need for Claude. At Microsoft, leadership told staff to curb Claude use, and engineers in the Experiences and Devices group have moved to GitHub Copilot CLI.

Layoffs explain part of the dropMeta’s halving is not all deliberate substitution. It laid off about 10% of its workforce this spring, which accounts for part of the decline. The report also says Meta had projected spending of up to $10 billion a year on Anthropic. Microsoft’s $5 billion investment in Anthropic is unchanged, and Anthropic’s enterprise bookings through Azure and Bedrock continue to grow.

What it means for Anthropic before its IPOAnthropic’s draft prospectus shows nearly a quarter of revenue coming from two unnamed customers, and many large customers have no long-term contracts. Big tech companies are both its customers and its competitors, and once their own tools are good enough they have reason to keep the money in-house. Whether enterprise bookings make up for lost internal usage will show in its next revenue disclosure.

▮ SIGNALA model company’s largest customers are often the ones most able to build models themselves, so this revenue arrives fast and needs no reason to leave.