tl;dr: Microsoft and Meta are cutting internal employee usage of Anthropic's Claude in favor of their own coding tools (GitHub Copilot/OpenAI at Microsoft; MetaCode and Muse Code at Meta), with Meta's Claude Code users dropping from 60,000 to 30,000 and Microsoft slashing per-employee AI spending caps from $100,000 to $10,000 monthly. Both companies remain large Anthropic customers—Meta still spent over $105 million on Claude Code in a 28-day period—and continue offering Claude to external customers through their platforms.