Sales data suggest Anthropic’s recent spat with the Trump administration may actually help it

Anthropic spends a month.

AI Lab finished May surpassing OpenAI in market share of business spending for the first time, only Ramp open. It raised $65 billion at a $965 billion valuation (also beating OpenAI) at the end of May, then moved into June by filing Confidential securities for public offeringIt is said about its strength First profitable quarter ever.

Then on Friday, the Trump administration renewed its war on the model maker by sending a letter demanding that it block non-Americans, including Anthropic employees, from access to its latest models: the limited edition Mythos 5 and the most closely guarded version of the Mythos. It was released to the public three days ago, called Myth 5.

This has essentially forced Anthropic to pull its latest powerful model from the market entirely.

Although the White House cited vague export control guidance when ordering the ban, the exact reason remains unclear. She was chatty That hackers easily bypassed Fable 5’s guardrailswhich was intended to prevent access to the Mythos’ abilities. This model is so good at finding security flaws in software code, that Anthropic itself has marketed it as dangerous Its public publication was restricted.

This new drama comes after Anthropic famously refused to allow the government to use its models for mass surveillance of Americans and fully autonomous weapons. As a result, the Trump administration in March went public with the company Supply chain risks.

This did not prevent Anthropic’s sales to companies. Quite the contrary, the RAMPS data shows. Ironically, this latest spat with the Trump administration, which also seems to validate the hype about the Mythos’ mythical power, may help rather than hurt Anthropic, according to RAMP’s chief economist Ara Kharzian. Kharzian is the person who compiled the AI ​​data on business spending.

“If anything, it would probably boost them,” Kharzian told TechCrunch. “Anthropic’s best month ever, in terms of business certification, was the month that the Department of Defense designated it as a supply chain risk. There’s a lot of aura that comes with specifically calling your model too dangerous to use.”

Ramp’s data isn’t accurate enough for us to know how much of a financial hit the company will take by pulling Mythos and Fable 5 from the market.

Data from more than 70,000 companies using its platform continues to show that customers are using Anthropic’s Opus models heavily and that business use is growing.

For example, Anthropic’s share of AI subscriptions paid by companies rose 2.5 percentage points in May to 41%, Ramp reported. This compares to OpenAI, which accounted for 39.5% of AI subscriptions from its customers, which was essentially flat from the previous month. (OpenAI still significantly leads Anthropologie in general consumer usage, according to… New data from the sensor tower).

Other than subscriptions, the vast majority of what companies spend money on are form API calls, which cover the use of the token for activities like programming. Anthropic’s Claude Code has a strong reputation as a powerful tool for AI programming.

Ramp can’t always tell which models most companies use from spending data. When companies can see model details — in about a third of transactions — they mostly spend on different flavors of Cloud Opus, especially newer versions. Opus is the model that preceded Mythos and is still openly available.

In fact, in late May, Anthropy Released a new version, Opus 4.8.

Mythos hasn’t been on the market for long, having been released to a limited number of users as of April. Fable 5 was shut down a few days later.

While we can’t predict how this latest drama with the White House will affect Anthropic’s ability to go public as he had hoped (public market investors tend to be wary of companies involved in run-ins with the government), the numbers suggest that Anthropic’s available models are more popular among companies than ever before.