Ethan Mollick· @emollick · X·· 3 小时前AI 评分36
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关于 Claude 或 OpenAI 使用情况的报道，太多集中在同几家拥有竞品和庞大自有云基础设施的科技公司上。 外面还有非常非常多的公司，它们并非直接竞争对手，它们的使用趋势会更有参考价值。
正文
So much reporting on the Claude or OpenAI usage of the same handful of technology companies with competing products & huge cloud infrastructure of their own.
There are many, many more firms out there that are not direct competitors & whose use trends would be more informative.
🚨BREAKING: Microsoft and META are aggressively cutting employee use of Claude ahead of Anthropic's IPO Microsoft has cut internal claude spend by more than 33%, nuked per-employee token budget from $100k/month to $10k/month, and forced Copilot to auto-route to cheaper models META used Claude code to build Muse, then cut active users from 60,000 to 30,000 (50% decline) after launch, and replaced it with Muse Code Palantir and Nvidia are also scaling back claude over soaring prices and data privacy fears it’s OVER…在 X 查看被引用的帖子
来源：Ethan Mollick · x.com