Ethan Mollick argues that coverage of Claude and OpenAI usage focuses too narrowly on a few technology companies that compete directly with those vendors and have large cloud infrastructure of their own. He says trends among many other firms that are not direct competitors would be more informative.
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.
🚨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 replaced it with Muse Code Palantir and Nvidia are also scaling back claude over soaring prices and data privacy fears it’s OVER…
Source: Ethan Mollick · x.comPublished · added here
