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Physix Frontier · News Briefing Card (IT Home · Oct 6, 2026)

Meta, Microsoft Tell Staff to Cut Claude Use, Shift to In-House AI

KEY FACTS

  • Earlier this year, Microsoft projected at least $1 billion in annual internal spending on Anthropic AI.
  • Microsoft then told employees to reduce reliance on Claude, cutting the related budget by more than a third.
  • Inside Meta, Claude Code users fell from about 60,000 to about 30,000.
  • Meta rolled out in-house tools including MetaCode and Muse Code, which have more than 30,000 and 6,000 users respectively.
  • Over the past 28 days, Meta still spent more than $105 million on Claude Code.

KEY DATA

at least $1 billionMicrosoft projected annual spending
more than one-thirdMicrosoft budget cut
about 30,000Meta Claude Code users
more than $105 millionMeta past 28 days Claude Code

PHYSIX OBSERVATION

Big tech is replacing purchased AI with in-house builds, and under cost pressure Claude faces customer churn risk. Anthropic's prospectus admits major customers have no long-term agreements, and cutbacks by Meta and Microsoft could shake its revenue stability. For the industry, AI model competition has entered an internal-replacement phase, and whether in-house tools can absorb the demand is the key.

Source: IT Home report