Post
Mona Maken
Meta & Microsoft cut internal Claude use ahead of Anthropic's IPO
According to The Information, Microsoft cut its projected internal Claude spend (at least 1B USD/yr) by more than 1/3 and steered staff to GitHub Copilot and OpenAI models.
Meta's Claude Code users fell from ~60K to ~30K.
According to Reuters, the Anthropic IPO could value it above 2T USD, after the Nov midterms.
Oct 5-9: MSFT +3.39%, AMZN +4.34%, GOOGL +2.38%, META -1.29%.
Risk: customer concentration.
#DailyOrbit
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$84,675.3+0.00%
ETH/USDTEthereum
$2,496.51-0.01%
OKB/USDTOKB
$117.05+0.00%
Today’s market buzz
1#BTCETFInflowsContinue
2#SpaceXQ3RevenueUp161%
3#NetflixQ3ProfitBeat
