Meta has reportedly halved developers using Anthropic's Claude Code
Meta Platforms has reportedly reduced the number of engineers using Anthropic's Claude Code from roughly 60,000 earlier this year to about 30,000, shifting them to Meta's own coding tools, MetaCode and Muse Code. The Information cited the drop, and investor Paul Kedrosky noted the same trend on The Ezra Klein Show, adding that Microsoft has also cut its internal Claude spending by more than a…
Key points
- Meta cut Claude Code users from ~60,000 to ~30,000, moving them to MetaCode and Muse Code
- Anthropic’s Q3 revenue was $16.8 billion; Claude Code accounts for about $1.4 billion annually
- Meta spent over $105 million on Claude Code in a 28‑day period, while Microsoft also reduced its Claude spend
Anthropic’s third‑quarter revenue was reported at $16.8 billion, with Bloomberg Intelligence’s Mandeep Singh suggesting Meta’s new frontier model could be dampening growth. Meta’s Claude Code spend was said to exceed $105 million in a recent 28‑day window, while Anthropic’s annual Claude Code revenue is estimated at about $1.4 billion – roughly 2 % of the company’s yearly pace. Meta accounts for about 10 % of Anthropic’s revenue, according to the podcast discussion, underscoring the startup’s reliance on a handful of large customers.
The shift comes as Meta’s 2025 capital expenditures total $69.7 billion, making the savings from reduced Claude usage relatively minor compared with its broader spending plans.
The story so far
7 episodes →- Meta has reportedly halved developers using Anthropic's Claude Codethis story
Shots Fired: Meta Is Developers on Outside AI Tools “in Half”. That’s a Big Problem for Anthropic
finance.yahoo.com · 19 October 2026
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