Meta 和 Microsoft 正在削减员工对 Claude 的使用。Microsoft 此前预计今年内部 Claude 支出至少 10 亿美元，随后将该数字下调超过 33%。
Meta and Microsoft are cutting employee use of Claude
Earlier, Microsoft had projected at least $1B in internal Claude spending this year, then cut that figure by more than 33%.
OpenAI's own data show the climb steepening late, with the median researcher consuming more than $600 worth of tokens per day i.e. around $1.8 mn per emplyee/per year.
Those agents now log 3.1 agent-workdays for every human workday, using an eight-hour workday as the comparison.
Microsoft is moving the other way, cutting most per-employee AI budgets in its 60K-person cloud and AI group from $100K to about $10K a month, roughly $333 a day.
Meta's Claude Code users have likewise fallen from about 60K to about 30K, as staff shift to its in-house MetaCode and Muse Code tools.
OpenAI's median researcher used $601 of coding-agent inference a day at API prices, up from under $1, in January 2026. Eoch AI's new report. > OpenAI researchers' coding-agent usage, valued at API list prices, is doubling roughly every month > By mid-August 2026, the median researcher used $601 a day and about $2M a year, roughly matching or exceeding what employing a researcher costs. > This pace probably can't last, since one more year would reach about $185M per median researcher, and list-price figures reveal nothing about what OpenAI actually spends.在 X 查看被引用的帖子
来源：Rohan Paul · x.com