AI Matters
Why it matters
Meta and Microsoft sharply cut their use of Anthropic's Claude
The Decoder Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor
Microsoft cut a cloud division's monthly per-employee Claude budget from $100,000 to $10,000, and Meta halved its Claude Code users to 30,000.
Why it matters
Two of the largest buyers of Claude are shifting to their own AI tools, which shows how fast big-company AI spending and partnerships can change.
Latest brief · Oct 19, 2026