Anthropic Tops OpenAI in Business Spend Despite Trump
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- Anthropic overtook OpenAI in share of business AI spending for the first time in May, with subscriptions rising 2.5 percentage points to 41% versus OpenAI's 39.5%, per Ramp data from 70,000+ businesses.
- Anthropic raised $65 billion at a $965 billion valuation and filed confidential IPO paperwork, reportedly buoyed by its first-ever profitable quarter.
- The Trump administration sent a letter demanding Anthropic ban non-Americans, including its own employees, from accessing its Mythos 5 and Fable 5 models, forcing the company to pull them from the market.
- The feud traces back to a March DoD supply-chain-risk designation that followed Anthropic's refusal to allow government use of its models for mass surveillance of Americans and fully autonomous weapons.
- Ramp lead economist Ara Kharazian predicted the latest drama will likely boost rather than hurt Anthropic, noting its best business-adoption month on record coincided with the DoD's supply-chain-risk label.
- The latest model ban appears tied to chatter that hackers bypassed Fable 5's guardrails, which were designed to shield the public from Mythos 5's dangerous security-flaw-finding capabilities.
Why it matters: Ramp data from 70,000+ businesses suggests the controversy is functioning as an unintended marketing accelerant for Anthropic: its best business-adoption month came right after the DoD labeled it a supply-chain risk, and Kharazian expects the same effect from the latest drama. For OpenAI, the 1.5-point business-spending gap marks the first real loss of enterprise ground.
