Meta 和 Microsoft 缩减员工使用 Claude，转向内部工具
Meta 和 Microsoft 都在砍 Claude 的内部预算，员工转用自家编码工具，Anthropic 的大客户正在流失，这份内部数据很能说明问题。
Microsoft 原计划今年在 Claude 上投入至少 10 亿美元，随后将该预算削减超过 33%。其云和 AI 部门（约 6 万人）的大多数员工 AI 月度预算从 10 万美元下调至约 1 万美元，约合每天 333 美元。Meta 的 Claude Code 用户从约 6 万人降至约 3 万人，员工转向内部的 MetaCode 和 Muse Code 工具。OpenAI 的数据显示，其内部研究员每天消耗超过 600 美元的 token，约合每名员工每年 180 万美元；其智能体每 1 个人类工作日对应记录 3.1 个智能体工作日。
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.
