$100k a month per employee just for AI is nuts. That gravy train just had to stop at some point.

I feel like major software companies turning their backs on Anthropic should be bad news for Anthropic’s IPO, but this market is so random that I’m sure it’ll be a resounding success.

Meta And Microsoft Reportedly Trim Anthropic Reliance as Internal AI Tools Take Center Stage

Microsoft reduced its projected internal spending on Claude by over one-third, while Meta saw internal users of Anthropic’s Claude Code coding assistant drop from roughly 60,000 to 30,000.

Within the Microsoft Cloud and AI division, individual monthly AI usage caps were lowered from $100,000 down to roughly $10,000 in most instances

Anthropic's IPO poses a historic risk to financial markets, and should only be valued at $150 Billion, warns Research firm New Constructs 🚨 🚨 pic.twitter.com/hfwvqRdU3w

— Barchart (@Barchart) October 8, 2026

h/t Plappedudel