Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI

Meta and Microsoft are cutting Claude usage as in-house models improve, raising real concentration risk for Anthropic's IPO.

• Meta and Microsoft pull back: Microsoft cut its projected ~$1B internal Anthropic spend by over a third; Meta's Claude Code users dropped from 60,000 to 30,000 as MuseCode (6,000 users) grows.
• Claude download growth cooling: U.S. Claude downloads fell from a 7.42M peak in March to 3.26M in September, even as usage data remains ahead of competitors.

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