It is an anthropic month.
The artificial intelligence lab finished the month of May surpassing OpenAI in business spending market share for the first time. revealed. At the end of May, it raised $65 billion at a valuation of $965 billion (also beating OpenAI), then waltzed into June with the filing. Confidential documents for IPOinformation about its strength is provided first profitable quarter.
Later on Friday, the Trump administration renewed its war on the model maker by sending a letter barring non-Americans, including Anthropic employees, from accessing its most recent models: the limited-edition Mythos 5 and the more protected version of the Mythos. released to the public three days ago, it is called Fable 5.
This actually forced Anthropic to pull its latest powerful model off the market entirely.
Although the White House cited an obscure export control directive in ordering the ban, the exact reason remains unclear. Word was that hackers easily bypassed Fable 5’s safeguards, which were designed to prevent access to the Mythos’ capabilities. This model is so good at finding security flaws in software code that Anthropic itself considers it unsafe and restricted its public release.
This new drama comes after the Anthropic government refused to use its models for mass surveillance of Americans and fully autonomous weapons. As a result, the Trump administration announced the company in March supply chain risk.
That hasn’t stopped Anthropic from selling to businesses. Ramp’s data shows the exact opposite. According to Ara Kharazian, Ramp’s lead economist, it’s ironic that this latest spat with the Trump administration confirms confusion about the mythological power of Mythos, which could help rather than hurt Anthropic. Kharazian is a developer of AI data that is spent on business.
“If anything, it will probably make them stronger,” Kharazian told TechCrunch. “Anthropic’s best month in terms of business adoption was when the Department of Defense called them a supply chain risk. There’s a lot of aura that comes with your model being called too dangerous to use.”
Ramp’s data isn’t detailed enough to see how much of a financial hit the company will take by taking Mythos and Fable 5 off the market.
Data from more than 70,000 businesses still using its platform shows that customers are using Anthropic’s Opus models heavily, and business usage is growing.
For example, Ramp reported that Anthropic’s share of AI subscriptions paid by enterprises rose 2.5 percentage points to 41% in May. This compares to OpenAI, which had 39.5% of AI subscriptions by its customers, which is significantly lower than the previous month. (OpenAI still leads Anthropic in total consumer usage New data from Sensor Tower.)
Aside from subscriptions, the vast majority of what companies spend money on are API calls to a model that involves using tokens for activities like coding. Anthropic’s Claude Code has a strong reputation as a powerful AI coding tool.
Ramp can’t always tell from spending data which models most businesses are using. When they can see the model details—in about a third of transactions—businesses mostly spend money on various flavors of Claude Opus, especially later versions. The Opus is the pre-Mythos model and is still publicly available.
In fact, at the end of May Anthropic Opus 4.8 has released a new version.
Mythos hasn’t been on the market for a long time, having been released to limited users since April. And Fable 5 closed after a few days.
While we can’t predict how this latest drama with the White House will affect Anthropic’s ability to go public as it hopes (public market investors are wary of companies embroiled in disputes with the government), the numbers show that Anthropic’s current models are more popular with businesses than ever before.
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