Ethan Mollick @emollick

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. [引用 @ns123abc]: 🚨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 replace…