If you were wondering the same thing I am - it's not about skills loss, quality, and less about money spent. It's more about frontier AI shops dogfooding their own models.
My company took away my Claude because it’s too expensive. I feel like there is a reckoning coming. The accountants are finally realising the cost of token maxing.
That's pretty stupid. Most people who are incurring significant costs are just tokenmaxxing rather than being efficient with usage. You can get 99% of jobs and work done with Haiku/Luna in a collaberating working enviroment.
I feel like people who are later to the AI game just like to "oneshot" and sink a bunch of usage into generating garbage
There really is a skill to using it effectively. I've tried coaching some of the devs on my team. Some get it, some don't.
Our company has been tracking token usage and models used vs output (tickets, story points, PRs, deploys, etc...). A dev got chewed out, even after I warned him, because he spent over $2k in a single month almost exclusively on Opus while his actual productivity in terms of what he delivered was abysmal.
To take as tab at a serious but not-a-certified-whatever answer: "Points" do have meaning when properly used as a kind of moving-average tool for forecasting in a particular context (per team.)
there's a manifold to what "effective" means. The problem is once you get into the vibe flow, it's really difficult to eject yourself into the other realms of vscode or IDE or whatever it is you normal do because the vibing provides no anchor to what you're doing.
Even if these models are smart enough to reorient themselves, they get entirely stuck in a desert and now you're asking someone to just pull up stakes and digg them out even thought they only watched them get there and the UI provides so much speed that no human can comprehend how they got there in the first place.
It's like asking a pilot to take over in an emergency situation when they're not tasked with any of the every day requirements of the job. The orgs are relying on borrowed time of experienced professionals, and that's going to erode away and what replaces it is mostly people who understand how to navigate context but not use any of the _classic_ tools.
It's a real conundrum and won't be easily surfaced but for a decade.
which is quite sad because opus 5.5 is really good. i say this as an anthropic hater. i wish I could move away to other models like 6.1 sol or deepseek or whatever, but they just all lack something. i _trust_ opus 5.5
i hope other labs catch up, especially chinese labs.
Right! it seems obvious why: Both these companies want to dogfood their own coding models and stop paying competition.
You can also read this as diminishing returns / AI isn't good enough, etc, but the simplest explanation is that they don't want to send money to Anthropic.
This, and in addition to dogfooding, incentivizing employees to be more effective with the cheaper models. A lot of problems don't need anything fancy, but it takes more brain power and engineering effort to make that work. By default humans will take the path of least resistance if it's available.
If true, it is a huge blow to Anthropic’s revenue stream. IIRC it was reported that the quarter of their revenue comes from just two clients and as the ex-Meta guy who left this July, I am convinced that Meta must be one of the two.
I assume that at shops that both employ engineers and are developing an AI product, internal usage is not about improving productivity, it is about improving the offering. Of course they want employees to use internal tools.
It may bei cost efficient, but is it wise? We use not only the big US models, but also Chinese ones. This way we can compare who makes the difference. Simplified: Knowledge comes before economic aspects.
Maybe I am slow here and everyone is using Claude with credits at max use. But isn't Claude Teams like $25/month per developer for ordinary use? What the heck of these guys doing that makes it get that phenomenally expensive for their use cases? These are presumably well capable engineers who started to use this as an aid right not just throw Fable at everything and loop to the max?
The cybersecuritynews.com news one simply republishes details of a story published by The Information. At least they have the decency to LINK to that Information story:
I should probably know more about Claude's TOS, but it is probably a mistake for these companies not to leverage the plausible deniability of their usage and turn it into a massive distillation resource for their own models.
If you were wondering the same thing I am - it's not about skills loss, quality, and less about money spent. It's more about frontier AI shops dogfooding their own models.
Microsoft?
My company took away my Claude because it’s too expensive. I feel like there is a reckoning coming. The accountants are finally realising the cost of token maxing.
That's pretty stupid. Most people who are incurring significant costs are just tokenmaxxing rather than being efficient with usage. You can get 99% of jobs and work done with Haiku/Luna in a collaberating working enviroment.
I feel like people who are later to the AI game just like to "oneshot" and sink a bunch of usage into generating garbage
There really is a skill to using it effectively. I've tried coaching some of the devs on my team. Some get it, some don't.
Our company has been tracking token usage and models used vs output (tickets, story points, PRs, deploys, etc...). A dev got chewed out, even after I warned him, because he spent over $2k in a single month almost exclusively on Opus while his actual productivity in terms of what he delivered was abysmal.
What do sorry points mean anymore.
[delayed]
Did they ever have meaning? It's always been a nebulous feels term
To take as tab at a serious but not-a-certified-whatever answer: "Points" do have meaning when properly used as a kind of moving-average tool for forecasting in a particular context (per team.)
there's a manifold to what "effective" means. The problem is once you get into the vibe flow, it's really difficult to eject yourself into the other realms of vscode or IDE or whatever it is you normal do because the vibing provides no anchor to what you're doing.
Even if these models are smart enough to reorient themselves, they get entirely stuck in a desert and now you're asking someone to just pull up stakes and digg them out even thought they only watched them get there and the UI provides so much speed that no human can comprehend how they got there in the first place.
It's like asking a pilot to take over in an emergency situation when they're not tasked with any of the every day requirements of the job. The orgs are relying on borrowed time of experienced professionals, and that's going to erode away and what replaces it is mostly people who understand how to navigate context but not use any of the _classic_ tools.
It's a real conundrum and won't be easily surfaced but for a decade.
> You can get 99% of jobs and work done with Haiku/Luna in a collaberating working enviroment.
Optimally? Opus will pay for itself if you save just 10% of your time
[delayed]
You realise the subject here is Meta, which is all in on this stuff? Of course they are going to use Muse Spark over Claude.
>Great Depression style collapse and all the current AI companies go bankrupt.
Oh this is just a 33 day old doomer account.
which is quite sad because opus 5.5 is really good. i say this as an anthropic hater. i wish I could move away to other models like 6.1 sol or deepseek or whatever, but they just all lack something. i _trust_ opus 5.5
i hope other labs catch up, especially chinese labs.
Not sure it's even possible to catch up by distilling.
This is not surprising. Every big lab blocks competitor tools for internal use; it is a data governance thing, not a quality statement.
Right! it seems obvious why: Both these companies want to dogfood their own coding models and stop paying competition.
You can also read this as diminishing returns / AI isn't good enough, etc, but the simplest explanation is that they don't want to send money to Anthropic.
This, and in addition to dogfooding, incentivizing employees to be more effective with the cheaper models. A lot of problems don't need anything fancy, but it takes more brain power and engineering effort to make that work. By default humans will take the path of least resistance if it's available.
This is likely the future as well. Down the road, every company will have their own internal coding models.
Does MS have coding models?
So nobody except AI labs is allowed to do "data governance"?
If true, it is a huge blow to Anthropic’s revenue stream. IIRC it was reported that the quarter of their revenue comes from just two clients and as the ex-Meta guy who left this July, I am convinced that Meta must be one of the two.
That was 2025. In 2025 a quarter of their revenue came from two customers, and those customers were GitHub Copilot and Cursor.
In 2026 their revenue has gone up by a factor of more than 10x, and they no longer have just two whale customers.
I heard a rumor recently that customers spending less than $100m/year aren't even considered their "top tier" now.
Meta was #1 by far
> Meta reportedly allocated over $105 million to Claude Code over a 28-day timeframe
I believe it
Well that explains the limitation.
Muse Spark 1.3 Max is quite good for almost all of my usecases and its cheap.
We've reached the era of "good enough" ai, it seems. The truth is you don't need the best model in most cases.
I assume that at shops that both employ engineers and are developing an AI product, internal usage is not about improving productivity, it is about improving the offering. Of course they want employees to use internal tools.
Large companies will take the same route as Meta and Microsoft. Small players will go for local LLMs with the right hardware.
It may bei cost efficient, but is it wise? We use not only the big US models, but also Chinese ones. This way we can compare who makes the difference. Simplified: Knowledge comes before economic aspects.
In other news, the CIA is limiting it's employees from submitting top secret information on KGB owned and operated websites.
Maybe I am slow here and everyone is using Claude with credits at max use. But isn't Claude Teams like $25/month per developer for ordinary use? What the heck of these guys doing that makes it get that phenomenally expensive for their use cases? These are presumably well capable engineers who started to use this as an aid right not just throw Fable at everything and loop to the max?
[delayed]
Team plan has a seat limit.
This story is re-published from https://cybersecuritynews.com/meta-microsoft-claude-ai/ (it credits that source at the bottom) but with the internal links removed.
The cybersecuritynews.com news one simply republishes details of a story published by The Information. At least they have the decency to LINK to that Information story:
https://www.theinformation.com/articles/meta-microsoft-work-...
... and of course the Information story is behind a paywall.
Limited to $10,000/employee/month lol. This is just to cut off a few people doing absurd things with low ROI. Don't read too much into it.
OTOH "$105 million to Claude Code over a 28-day timeframe"
$1.4B/year is not a small number, even at Meta's scale, when it's money going to a competitor
That's what you got from 200$ claude sub.
I should probably know more about Claude's TOS, but it is probably a mistake for these companies not to leverage the plausible deniability of their usage and turn it into a massive distillation resource for their own models.
So they're going to fall even further behind? Buying puts on Meta and Microsoft, or even better might give it to Fable to handle it for me
Microsoft is like $100bn deep into OpenAI.
I hope leadership isn’t susceptible to falling for the sunk cost fallacy.
Who's ahead, again? Do they have a moat, or just a nice field?
Maybe a "ha-ha".
Microsoft is only limiting employees to $10k a month, down from $100k a month. :)
This may be seen as radical. But I think AI tools should be paid by the employee. After all, you should know how to do your work without AI.
If my employer is not forcing me to use a tool and gives me freedom, I'll be perfectly OK to use my own tools which I bought with my own money.
If my employer is putting scoreboards to see and champion who uses a tool which costs money to use, they shall pay for the tool.
Sorry, I'm not a ladder climber, yet I'm not mindless enough to bankrupt myself.
Should they pay for their pipelines too?
After all, they should know how to compile their software. Any automation of that process is cheating their employer.
Nah. Work provides the tools.
An LLM is not too dissimilar to a Work Laptop or an IDE license.
I could still do my job by typing all code into notepad, but companies don't charge employees for their IDE usage for a reason.
The forklift should just be paid for by the employee. After all they should be strong enough to do work without one.
I don't understand your logic, why would an employee pay for a tool their employer wants them to use?
Yeah that only makes sense if they are a freelancer/contractor.
I am fine with that if I can keep the time saved for my personal use.
Employer pays tools used for work. Whether they are used to speed up work or to make it possible.
"employees should foot the bill for tools that directly benefit their billion dollar employers"
I’d love it if I could bring my own computer to do my work, rather than be stuck with garbage hardware because of an enterprise agreement.