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Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor

Via The Decoder
Monday, Oct 5, 2026 · 6:59PM
Summary

Meta and Microsoft, two of Anthropic's biggest enterprise customers, are sharply cutting their use of Claude. Microsoft slashed the monthly per-employee budget in its cloud division from $100,000 to $10,000, while Meta halved its Claude Code users to 30,000. Both companies are pushing their own AI t

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