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

Microsoft, Meta cut Claude use, shift to in-house AI tools

KEY FACTS

  • Microsoft is asking employees to cut back on Claude and switch to internal tools such as Copilot.
  • Meta halved Claude Code usage from 60,000 users to 30,000.
  • Meta's internal replacement tool, MetaCode, has already surpassed 30,000 users.
  • Microsoft's internal Claude spending is projected to reach at least $1 billion this year.
  • Anthropic has been designated by the US Department of Defense as a national security supply chain risk.

KEY DATA

from 60,000 to 30,000Meta Claude Code users
over 30,000MetaCode users
at least $1 billionMicrosoft internal Claude annual spend estimate
over $2 trillionAnthropic IPO valuation

PHYSIX OBSERVATION

Once big tech's in-house AI matures, third-party models are the first to get cut. Microsoft and Meta are making it clear through their actions that cost and data control matter more than model performance. If Anthropic loses these two major customers, its revenue will come under pressure ahead of its IPO - a warning shot for every AI company that depends on API business from large customers.

Source: TechRadar report