---
title: "Meta and Microsoft sharply cut Claude usage as they push in-house tools"
url: https://www.parallelquant.com/posts/meta-and-microsoft-sharply-cut-claude-usage-as-they-push-in-house-tools-ab83c2
source_name: "The Decoder"
source_url: https://the-decoder.com/meta-and-microsoft-pull-back-from-claude-as-anthropic-transforms-from-partner-into-competitor/
published: 2026-10-05T18:59:19.000Z
topics: ["products", "llms"]
publisher: "Parallel Quant"
---

# Meta and Microsoft sharply cut Claude usage as they push in-house tools

*2026-10-05 · Source: [The Decoder](https://the-decoder.com/meta-and-microsoft-pull-back-from-claude-as-anthropic-transforms-from-partner-into-competitor/)*

Per The Decoder, Microsoft cut the monthly per-employee Claude budget in its cloud division from $100,000 to $10,000, and Meta halved its Claude Code users to 30,000. Both are promoting their own AI tools instead.

**Why it matters:** Anthropic's large enterprise accounts are also companies building competing models and coding agents, so revenue from them is structurally fragile. It adds context to reports of a delayed IPO, since concentration in a few big customers is a risk investors will price in.

**Topics:** products, llms

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Read the original: https://the-decoder.com/meta-and-microsoft-pull-back-from-claude-as-anthropic-transforms-from-partner-into-competitor/
Canonical: https://www.parallelquant.com/posts/meta-and-microsoft-sharply-cut-claude-usage-as-they-push-in-house-tools-ab83c2
Published by Parallel Quant — https://www.parallelquant.com