At a critical juncture for Anthropic's Sprint ( Sprint : Sprint IPO is translated as "push for an IPO" in the context, but kept as pinyin with explanation here for clarity; in final translation it will be properly integrated) for an IPO, its key clients Meta and Microsoft are taking steps to tighten their use of Claude in order to control token costs. The number of active users of Claude Code within Meta has dropped from 60,000 to 30,000. This change is partly attributable to spring layoffs, but more significantly, it stems from Meta's proactive guidance for employees to use its in-house AI programming tools, such as Muse Code and Meta Code. Previously, Meta spent over $105 million on Claude Code in just 28 days, with its annual internal AI spending nearing billions of dollars. Meanwhile, Microsoft has also significantly slashed its internal Claude-related expenditures by over 33%, and drastically reduced the monthly token budget per employee from $100,000 to $10,000. Additionally, Microsoft has prioritized the use of lower-cost OpenAI models in Copilot's auto mode to further cut costs. Nevertheless, Anthropic stated that the adjustments by these two major clients have had a limited impact. Anthropic revealed that its current annual recurring revenue has reached $65 billion, while the combined relevant spending by Meta and Microsoft currently accounts for less than 2% of its revenue. Furthermore, both companies have retained the use of Claude in relevant scenarios, and within Microsoft's Copilot for external clients, the usage of Claude continues to grow.