microsoft could be spending up to ~$233m/mo on claude tokens

• 228k employees
• 80k r&d (all in)
• 25% of the other 148k = 37k

≈117k total claude users among microsoft employees

• opus 4.7 pricing: $5/m input, $25/m output.
• 85% input for agentic coding, 21 work days/mo

r&d, moderate use (15m tok/day):
$120/day × 80k users = ~$202m/mo

rest, light use (5m tok/day):
$40/day × 37k users = ~$31m/mo

total ≈ $233m/mo, or ~$2.8b/year

even at a fraction of this, it's billions flowing to a direct competitor for a tool microsoft can rebuild on azure at near-zero marginal cost

that's the cancellation in one number