Meta 与 Microsoft 大幅削减 Claude 内部使用，转向自研工具
Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
据 The Information 报道，Anthropic 的两大企业客户 Meta 和 Microsoft 正大幅削减 Claude 的内部使用。Microsoft 原本预计每年在 Claude 上花费超过 10 亿美元，高管 Scott Guthrie 和 Jay Parikh 要求员工改用 GitHub Copilot 和 OpenAI 的模型，支出削减超过三分之一，云部门每名员工的月度预算从 10 万美元降至约 1 万美元。Meta 的 Claude Code 用户从约 6 万降至 3 万，部分原因是裁员，部分原因是主推 Muse Code 和 MetaCode 等自研工具，Meta 曾在 28 天内仅在 Claude Code 上就花费超过 1.05 亿美元。成本是驱动因素之一，但 Meta 也希望限制 Anthropic 获取其训练数据，同时 Anthropic 的快速扩张正让在位厂商感到压力。
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两家大客户削减 Claude 内部用量并转向自研工具，读者可据此观察大模型厂商与客户关系的转变。
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Meta and Microsoft, two of Anthropic's biggest enterprise customers, are sharply cutting internal use of Claude. At Microsoft, Claude spending had been projected at over $1 billion annually, according to The Information . But executives Scott Guthrie and Jay Parikh told employees to use in-house tools like GitHub Copilot and OpenAI's models instead. Spending was cut by more than a third, with the monthly per-employee budget in the cloud division dropping from $100,000 to about $10,000.
At Meta, Claude Code users fell from roughly 60,000 to 30,000, partly due to layoffs and partly because Meta is pushing its own tools like Muse Code and MetaCode. In one 28-day stretch, Meta spent over $105 million on Claude Code alone. Meta had already introduced AI cost-cutting measures in June .
Cost savings are one likely driver, but not the only one. Meta has little reason to keep feeding Anthropic when it wants to sell competing products and reportedly also wanted to restrict Anthropic's access to its training data . The irony of Meta worrying about someone else using its data is hard to miss. Anthropic has also grown extremely fast and is becoming a headache for incumbents. Even Microsoft has reason to worry, since tools like Claude Cowork and ChatGPT Work are increasingly turning into Office alternatives .