This is not surprising. Every big lab blocks competitor tools for internal use; it is a data governance thing, not a quality statement.
But Microsoft and Meta are not blocking competitor tools for internal use, they're merely trying to reduce costs and divert a fraction of use to their own technologies. Microsoft and Meta are both still spending nine figures a year on Claude, and the article does not state or imply they're even considering a complete halt.
Microsoft has full and unlimited access to OpenAI models. That was some agreement when they invested originally.
So nobody except AI labs is allowed to do "data governance"?
Right! it seems obvious why: Both these companies want to dogfood their own coding models and stop paying competition.
You can also read this as diminishing returns / AI isn't good enough, etc, but the simplest explanation is that they don't want to send money to Anthropic.