Anthropic is one month old.
The AI lab ended May surpassing OpenAI in enterprise spending market share for the first time, according to Ramp. revealed. It raised $65 billion at a valuation of $965 billion (also surpassing OpenAI) in late May, then waltzed into June by filing confidential documents for an IPOapparently due to its profitable first quarter.
Then on Friday, the Trump administration renewed its war on the model maker by sending a letter demanding that it bar non-Americans, including Anthropic employees, from accessing its cutting-edge models: the limited-edition Mythos 5 and the more secure Mythos version. released three days earlier, titled Fable 5.
This essentially forced Anthropic to completely remove its latest all-powerful model from the market.
Although the White House cited an obscure export control directive when it ordered the ban, the exact cause remains unclear. THE the chatter was that hackers were easily bypassing Fable 5’s guardrailswhich aimed to prevent access to Mythos’ abilities. This model is so effective at detecting security vulnerabilities in software code that Anthropic itself has touted it as dangerous. and restricted its public distribution.
This new drama comes after Anthropic refused to allow the government to use its designs for mass surveillance of Americans and fully autonomous weapons. As a result, in March, the Trump administration declared that the company a risk to the supply chain.
That hasn’t deterred Anthropic’s sales to businesses. Quite the contrary, Ramp data shows. Ironically, this latest feud with the Trump administration, which also seems to validate the brouhaha around Mythos’ mythological power, could help rather than hurt Anthropic, according to Ramp senior economist Ara Kharazian. Kharazian is the person who compiled the AI data on business spending.
“If anything, it will probably stimulate them,” Kharazian told TechCrunch. “The best month ever for Anthropic, as far as enterprise adoption, was the month the Department of Defense called them a supply chain risk. There’s a lot of aura that comes with having your model specifically called too dangerous to use.”
Ramp’s data is not granular enough for us to see what financial impact the company will experience by removing Mythos and Fable 5 from the market.
Yet data from more than 70,000 businesses using its platform shows that customers are overwhelmingly using Anthropic’s Opus models and their business use is growing.
For example, Ramp reported that Anthropic’s share of enterprise-paid AI subscriptions increased 2.5 percentage points in May to 41%. This compares to OpenAI, which accounted for 39.5% of its customers’ AI subscriptions, essentially flat from the previous month. (OpenAI still leads Anthropic in overall consumer usage, according to new data from Sensor Tower.)
Beyond subscriptions, the vast majority of enterprise spend is on API calls to the model, which cover the use of tokens for activities such as coding. Anthropic’s Claude Code has a strong reputation as a powerful AI coding tool.
Ramp can’t always see from spend data which models most companies use. When they can see model details – in about a third of transactions – businesses primarily spend on various versions of Claude Opus, especially later versions. Opus is the predecessor model to Mythos and is still available for free.
In fact, at the end of May, Anthropic released a new version, Opus 4.8.
Mythos hadn’t been on the market that long, having been made available to a limited number of users in April. And Fable 5 was shut down after a few days.
While we can’t predict what impact this latest drama with the White House will have on Anthropic’s ability to go public as it hoped (public market investors tend to be wary of companies involved in controversies with the government), the numbers indicate that Anthropic’s available models are more popular with companies than ever.
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