微软削减逾三分之一 Claude 支出，Meta 的 Claude Code 用户减半
微软把 Copilot 里的 Claude 用量砍了三分之一，Meta 的 Claude Code 用户也少了一半，Anthropic 上市前这份数据很扎眼。
据 The Information 报道，微软原本以每年至少 20 亿美元的规模采购 Anthropic 模型，用于 Copilot 等 AI 功能，目前内部 Claude 支出已削减超过三分之一，部分场景换回自家模型。同期 Meta 的 Claude Code 用户数量也减少了一半。两家公司一度是 Anthropic 最大的企业客户代表，这些数据出现在 Anthropic 备战 IPO 的时间点上。Gary Marcus 据此质疑其上市估值应以峰值季度还是真实趋势计算。
will Anthropic’s IPO be best on its best quarter, or reality? Rohan Paul @rohanpaul_ai 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" 🔗 View Quoted Tweet 💬 1 🔄 0 ❤️ 4 👀 737 📊 1 ⚡
