AI 导读
据 The Information,微软削减内部 Claude 支出超过三分之一,Meta 的 Claude Code 用户从约 60K 降至约 30K。微软原计划每年在 Anthropic 模型上至少花费 20 亿美元用于 Copilot,并把 Copilot 中部分 Claude 替换为自家模型;Meta 员工则转向内部工具 MetaCode 和 Muse Code。
推荐理由
原文给出微软内部 Claude 支出削减和 Meta 用户减半的具体数字,可帮助读者了解大厂内部 AI 用量的转向。
正文
Microsoft has cut internal Claude spending by over a third, and Meta's Claude Code users have halved.
- per The Information
"Microsoft was on pace to spend at least $2 billion annually on Anthropic models to power its Copilot AI features for customers of its productivity software. It has similarly swapped out some of its own models for Claude in Copilot"
Meta and Microsoft are cutting employee use of Claude Earlier, Microsoft had projected at least $1B in internal Claude spending this year, then cut that figure by more than 33%. OpenAI's own data show the climb steepening late, with the median researcher consuming more than $600 worth of tokens per day i.e. around $1.8 mn per emplyee/per year. Those agents now log 3.1 agent-workdays for every human workday, using an eight-hour workday as the comparison. Microsoft is moving the other way, cutting most per-employee AI budgets in its 60K-person cloud and AI group from $100K to about $10K a month, roughly $333 a day. Meta's Claude Code users have likewise fallen from about 60K to about 30K, as staff shift to its in-house MetaCode and Muse Code tools.在 X 查看被引用的帖子
来源:Rohan Paul · x.com