Ethan Mollick· @emollick · X·· 3 小时前AI 评分35
AI 导读
关于 Claude 或 OpenAI 使用情况的报道，太多都集中在同一小批拥有竞品和庞大自有云基础设施的科技公司上。 外面还有非常非常多的公司，它们并非直接竞争对手，它们的使用趋势会更有参考价值。
正文
So much reporting on the Claude or OpenAI usage of the same handful of technology companies with competing products & huge cloud infrastructure of their own.
There are many, many more firms out there that are not direct competitors & whose use trends would be more informative.
🚨BREAKING: Microsoft and META are aggressively cutting employee use of Claude ahead of Anthropic's IPO Microsoft has cut internal claude spend by more than 33%, nuked per-employee token budget from $100k/month to $10k/month, and forced Copilot to auto-route to cheaper models META used Claude code to build Muse, then cut active users from 60,000 to 30,000 (50% decline) after launch, and replaced it with Muse Code Palantir and Nvidia are also scaling back claude over soaring prices and data privacy fears it’s OVER…在 X 查看被引用的帖子
来源：Ethan Mollick · x.com