What happened
Meta and Microsoft, among Anthropic's largest enterprise customers, have started scaling back their use of Claude noticeably. Microsoft reduced its cloud division's monthly Claude budget per employee from $100,000 to $10,000. Meta halved its number of Claude Code users to 30,000.
Why it matters
Both companies are looking to fill the gap with their own AI tools. For Anthropic, this points to a critical problem: its revenue depends heavily on a handful of giant customers.
Customer or competitor?
Meta and Microsoft are customers of Anthropic while also building their own models and enterprise AI products. That dual role turns Anthropic's customer base into a strategic risk. The shift toward in-house tools shows how fragile customer loyalty is in the AI market.
