Anthropo is turning one month old.
AI Lab ended May surpassing OpenAI in enterprise spending market share for the first time, Ramp just revealed. It raised $65 billion at a $965 billion valuation (also surpassing OpenAI) in late May, then advanced into June by unveiling Confidential procedures for an initial public offering.supposedly by the force of his first profitable quarter.
Then on Friday, the Trump administration renewed its war on the model maker by sending a letter demanding that it ban non-Americans, including Anthropic employees, from accessing its next-generation models: the limited-edition Mythos 5 and the more cautious Mythos version. released to the public three days earlier, called Fable 5.
This essentially forced Anthropic to completely remove its latest almighty model from the market.
Although the White House invoked an obscure export control directive in ordering the ban, the exact cause remains unclear. He The talk was that hackers easily bypassed Fable 5’s security barriers.which were intended to prevent access to Mythos’ capabilities. That model is so good at finding security flaws in software code that Anthropic itself marketed it as dangerous. and restricted its public publication.
This new drama comes after Anthropic refused to allow the government to use its models for mass surveillance of Americans and fully autonomous weapons. As a result, in March, the Trump administration declared the company a risk in the supply chain.
That didn’t stop Anthropic’s sales to companies. Quite the opposite, Ramp data shows. Ironically, this latest dispute with the Trump administration, which also appears to validate the brouhaha over Mythos’ mythological power, may help rather than hurt Anthropic, according to Ramp chief economist Ara Kharazian. Kharazian is the person who collected the AI data on business spending.
“If anything, it will probably boost them,” Kharazian told TechCrunch. “Anthropic’s best month on record, as far as enterprise adoption goes, was the month the Department of Defense labeled them a supply chain risk. There’s a lot of aura that comes with their model being specifically named as too dangerous to use.”
Ramp’s data is not detailed enough for us to see the financial impact the company will suffer by taking Mythos and Fable 5 off the market.
Still, data, from more than 70,000 companies using its platform, shows that Anthropic’s Opus models are widely used by customers and that enterprise usage has been growing.
For example, Ramp reported that Anthropic’s share of AI subscriptions paid for by businesses increased 2.5 percentage points in May to 41%. This compares to OpenAI, which earned 39.5% of its customers’ AI subscriptions, virtually unchanged from the previous month. (OpenAI still largely leads Anthropic in overall consumer usage, according to new data from Sensor Tower.)
Beyond subscriptions, the vast majority of what companies 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 in spend data which models most companies use. When you can see model details (in about a third of transactions), companies mainly spend on various versions of Claude Opus, particularly later versions. Opus is the model that preceded Mythos and is still openly available.
In fact, at the end of May, Anthropic released a new version, Opus 4.8.
Mythos hasn’t been on the market for that long, having launched for limited users in April. And Fable 5 was 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 had hoped (public market investors tend to be wary of companies embroiled in controversies with the government), the numbers indicate that Anthropic’s available models are more popular than ever among companies.
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