Sources: Meta and Microsoft are working to cut their employees' use of Claude; Meta employees using Claude Code have dropped to ~30K from ~60K earlier this year (The Information)

Meta and Microsoft reportedly are dialing back employee use of Anthropic’s Claude, signaling that even top enterprise AI adopters are reassessing vendor dependence as they optimize cost, control, and model fit. For CIOs, this is a reminder that generative AI strategy is shifting from broad experimentation to portfolio management, with IT needing tighter governance around usage, security, unit economics, and the balance between third-party models and internal AI capabilities.