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

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.