Anthropic shifts from partner to rival as Meta and Microsoft cut back on Claude

Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor

Meta and Microsoft are sharply reducing internal Claude usage and pushing staff toward their own tools and OpenAI models. The pullback comes as Anthropic moves from partner to competitor, with cost control and product rivalry both in play.

Why it matters: Two of Anthropic's biggest customers are pulling back, which puts the partner-to-competitor tension in plain numbers.