Microsoft削减Claude内部支出超三成，Anthropic IPO估值引质疑
微软砍了三成 Claude 开支，Meta 的 Claude Code 用户减半，IPO 前这些数据值得看看再下判断。
Gary Marcus 质疑 Anthropic 的 IPO 估值是建立在最佳季度业绩还是真实需求之上。据 The Information 报道，Microsoft 曾计划每年至少花 20 亿美元使用 Anthropic 模型驱动 Copilot，如今内部 Claude 支出已削减超过三分之一。Meta 方面，Claude Code 的用户数也减半。两家大客户的用量回落给 Anthropic 的收入可持续性打上问号。
will Anthropic’s IPO be based 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 💬 3 🔄 3 ❤️ 18 👀 1930 📊 4 ⚡
