{"slug": "anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data", "title": "Anthropic’s latest feud with the Trump admin may actually help it, sales data suggests", "summary": "Anthropic surpassed OpenAI in business AI spending market share for the first time in May, then raised $65 billion and filed for IPO, but the Trump administration forced it to pull its latest powerful models from the market over export control concerns. Ramp's data suggests the feud may boost Anthropic's sales, as its best business adoption month followed a previous government supply-chain risk designation.", "body_md": "Anthropic is having a month.\n\nThe AI lab finished May by surpassing OpenAI in market share of business spending for the first time, Ramp just [revealed](https://ramp.com/data/ai-index). It raised $65 billion at a $965 billion valuation (also besting OpenAI) at the end of May, then waltzed into June by filing [confidential paperwork for an IPO](https://techcrunch.com/2026/05/28/anthropic-raises-65-billion-nears-1t-valuation-ahead-of-ipo/), reportedly on the strength of its [first-ever profitable quarter](https://techcrunch.com/2026/05/20/anthropic-says-its-about-to-have-its-first-profitable-quarter/).\n\nThen on Friday, the Trump administration renewed its war on the model maker by sending a letter demanding it ban non-Americans, including Anthropic’s employees, from accessing its state-of-the-art models: the limited-release Mythos 5 and the more guarded version of Mythos [released to the public three days earlier, called Fable 5](https://techcrunch.com/2026/06/09/anthropics-claude-fable-5-is-a-version-of-mythos-the-public-can-access-today/).\n\nThis essentially forced Anthropic to pull its latest all-powerful model from the market altogether.\n\nAlthough the White House invoked an obscure export control directive when ordering the ban, the exact cause remains unclear. The chatter was that hackers easily bypassed Fable 5’s guardrails, 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 release.](https://techcrunch.com/2026/04/30/after-dissing-anthropic-for-limiting-mythos-openai-restricts-access-to-cyber-too/)\n\nThis 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, in March, the Trump administration declared the company [a supply-chain risk](https://techcrunch.com/2026/03/09/anthropic-sues-defense-department-over-supply-chain-risk-designation/).\n\nThat didn’t deter Anthropic’s sales to businesses. Quite the opposite, Ramp’s data shows. Ironically, this latest feud with the Trump administration, which also appears to validate the hubbub over Mythos’ mythological power, may help rather than hurt Anthropic, according to Ramp’s lead economist, Ara Kharazian. Kharazian is the person who compiled the business-spending AI data.\n\n“If anything, it’ll probably boost them,” Kharazian told TechCrunch. “Anthropic’s best month on record, as far as business adoption, was the month that the Department of Defense labeled them a supply-chain risk. There’s a lot of aura that comes with your model specifically being named too dangerous to use.”\n\nRamp’s data isn’t granular enough for us to see how much of a financial hit the company will take by pulling Mythos and Fable 5 off the market.\n\nStill the data, from more than 70,000 businesses that use its platform, shows that customers heavily use Anthropic’s Opus models and that business use has been growing.\n\nFor instance, Ramp reported that Anthropic’s share of AI subscriptions paid for by businesses rose 2.5 percentage points in May to 41%. This compares to OpenAI, which commanded 39.5% of AI subscriptions by its customers, essentially flat from the prior month. (OpenAI still greatly leads Anthropic in overall consumer usage, according to [new data from Sensor Tower](https://sensortower.com/report/state-of-ai-2026).)\n\nBeyond subscriptions, the vast majority of what companies spend money on is API calls to the model, which cover token use for activities like coding. Anthropic’s Claude Code has a strong reputation as a powerful AI coding tool.\n\nRamp can’t always see from the spending data which models most businesses are using. When it can see the model details — in about one-third of transactions — businesses are mostly spending on various flavors of Claude Opus, particularly the later versions. Opus is the model that preceded Mythos and is still openly available.\n\nIn fact, in late May, Anthropic [released a new version, Opus 4.8.](https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/)\n\nMythos had not been on the market for that long, having been released to limited users as of April. And Fable 5 was shut down after a few days.\n\nWhile we can’t predict how this latest drama with the White House will impact Anthropic’s ability to go public as it hoped to (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 with businesses than ever before.", "url": "https://wpnews.pro/news/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data", "canonical_source": "https://techcrunch.com/2026/06/16/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data-suggests/", "published_at": "2026-06-16 22:34:17+00:00", "updated_at": "2026-06-16 23:25:46.249460+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-policy", "ai-safety", "ai-research", "ai-products"], "entities": ["Anthropic", "OpenAI", "Trump administration", "Ramp", "Ara Kharazian", "Claude Opus", "Mythos 5", "Fable 5"], "alternates": {"html": "https://wpnews.pro/news/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data", "markdown": "https://wpnews.pro/news/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data.md", "text": "https://wpnews.pro/news/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data.txt", "jsonld": "https://wpnews.pro/news/anthropics-latest-feud-with-the-trump-admin-may-actually-help-it-sales-data.jsonld"}}