Meta and Microsoft are trying to wean employees off Anthropic’s Claude, according to The Information’s reporting.
At Meta, The Information reported that Claude Code user count fell by half, from about 60,000 employees to 30,000. The outlet said layoffs explain part of that drop, but that a bigger factor is Meta building its own AI coding tools and pushing employees to use them.
The Information also reported that Microsoft had been on track to spend at least $1 billion on Claude for its own employees, then cut that projection by more than a third. The outlet said Microsoft told staff to use less Claude and spend more time with Microsoft’s own AI tools.
In a separate post summarizing the story, The Information characterized the broader pressure point as a case where some of Anthropic’s biggest customers are also building its replacements while cutting internal Claude use. The outlet tied that competitive tension to Anthropic’s preparations to go public.
Taken together, the report describes a tricky dynamic for Anthropic: two major corporate customers are still important enough to matter, but are also trying to shift employees toward in-house alternatives.
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