Meta and Microsoft take steps to reduce employee usage of Claude AI

Meta and Microsoft have commenced a significant reduction in employee utilization of Anthropic’s Claude AI as they pivot towards their own proprietary coding instruments, as reported on October 5 by The Information.

据《信息》10月5日报道，Meta和微软已开始大幅减少员工对Anthropic公司Claude AI的使用，转而采用其自有的专有编码工具。

This strategic alteration prioritizes internal expenditure and workforce processes, rather than discontinuing customer access to Claude through Microsoft’s offerings.

这一战略调整旨在优先考虑内部支出和工作流程，而非停止通过微软产品向客户提供Claude的使用权限。

This transition underscores the increasing imperative to manage AI expenditures as coding assistants become integral to routine software operations.

随着编码助手成为日常软件运营中不可或缺的一部分，此次转型凸显了管理人工智能支出的紧迫性日益增加。

While both corporations continue to be substantial clients of Anthropic, they also find themselves in competition with the firm. Their actions reflect a convergence of AI investment, product strategies, and control over developer resources.

尽管这两家公司仍是Anthropic的重要客户，但它们同时也与该公司存在竞争关系。它们的行动反映了人工智能投资、产品战略以及对开发者资源掌控的趋同。

Microsoft had previously anticipated that internal expenditures on Anthropic technology would exceed $1 billion annually.

微软此前曾预计，其在Anthropic技术上的内部支出每年将超过10亿美元。

However, this estimate has diminished by over a third subsequent to management’s directive for employees to curtail their use of Claude and to increasingly adopt Microsoft tools, such as GitHub Copilot and OpenAI frameworks.

然而，在管理层指示员工减少使用Claude并更多地采用GitHub Copilot和OpenAI框架等微软工具后，这一预估数字已缩减了三分之一以上。

Within Microsoft’s cloud and AI sector, monthly AI spending limits have reportedly been slashed from $100,000 per employee to approximately $10,000 in the majority of instances.

据报道，在微软的云和人工智能部门，大多数情况下，每位员工的月度人工智能支出限额已从10万美元削减至约1万美元。

It’s crucial to note that these figures are spending ceilings rather than reflections of actual employee expenditures. This reduction in budgetary flexibility has disheartened several engineers who once enjoyed broader latitude to explore models.

需要注意的是，这些数字是支出上限，而非员工实际支出的反映。预算灵活性的降低令一些曾经享有更大自由度来探索模型的工程师感到沮丧。

It’s important to highlight that diminished internal funding does not equate to Microsoft’s withdrawal of Claude from client-facing products.

必须强调的是，内部资金的减少并不等同于微软将Claude从面向客户的产品中撤出。

Reports suggest that client expenditure on Anthropic models via Microsoft’s enterprise platforms continues to rise, even as the company constricts its own employees’ usage.

有报道称，尽管微软限制了自身员工的使用，但客户通过微软企业平台在Anthropic模型上的支出仍在持续增长。

At Meta, the number of Claude Code users reportedly plummeted from around 60,000 earlier than this year to about 30,000.

在Meta，据报道Claude Code的用户数量已从今年早些时候的约6万人骤降至约3万人。

Although layoffs have influenced this decrease, the report attributes the primary cause to Meta’s strategic shift towards its own AI solutions, which comprise MetaCode and Muse Code, developed using Meta’s proprietary models.

尽管裁员对这一减少有一定影响，但报告将主要原因归结为Meta向其自有AI解决方案的战略转型，其中包括使用Meta专有模型开发的MetaCode和Muse Code。

MetaCode is said to have more than 30,000 internal users, while Muse Code boasts over 6,000 employee users. Meta initiated external testing of Muse Code with clients in August.

据称，MetaCode拥有超过3万名内部用户，而Muse Code则拥有超过6000名员工用户。Meta已于8月开始与客户对Muse Code进行外部测试。

Notably, amidst this transition, Meta reportedly allocated over $105 million to Claude Code over a 28-day timeframe, indicating that a reduction in users does not necessarily correlate with decreased spending.

值得注意的是，在这一转型过程中，据报道Meta在28天内为Claude Code投入了超过1.05亿美元，这表明用户数量的减少并不一定与支出减少相关。

For cybersecurity teams, the transition to different coding assistants does not eliminate the hazards associated with automated access to sensitive files, commands, and credentials.

对于网络安全团队而言，转向不同的编码助手并不能消除与自动访问敏感文件、命令和凭据相关的风险。

Previous analyses by Cybersecurity News outlined vulnerabilities within Claude Code that could allow unauthorized execution and API key theft. Anthropic rectified these flaws prior to their public disclosure.

Cybersecurity News之前的分析概述了Claude Code中存在的漏洞，这些漏洞可能导致未经授权的执行和API密钥窃取。Anthropic在这些漏洞公开披露之前已进行了修复。

Microsoft’s offerings have encountered analogous concerns. The remedied RoguePilot vulnerability exemplified how nefarious commands embedded in a GitHub Issue could facilitate the takeover of repositories.

微软的产品也遇到了类似的问题。已修复的RoguePilot漏洞就是一个例子，它展示了嵌入在GitHub Issue中的恶意命令如何能够促成对存储库的接管。

Such incidents emphasize the criticality of imposing stringent permissions, employing trusted project settings, and conducting thorough evaluations of AI-generated actions.

此类事件强调了实施严格权限、采用受信任的项目设置以及对人工智能生成的操作进行全面评估的重要性。

Anthropic’s reported annualized revenue pace of $65 billion reflects unabated demand for its services.

据报道，Anthropic的年化收入增速达到650亿美元，反映出市场对其服务的需求依然强劲。

This retrenchment illustrates a tightening of budgets and intensifying competition, rather than an outright cessation of engagement with Claude.

这种收缩反映了预算的紧缩和竞争的加剧，而非彻底停止与Claude的合作。