Anthropic’s latest feud with the Trump admin may actually help it, sales data suggests

Anthropic surpassed OpenAI in business spending market share in May, despite the Trump administration's declaration of the company as a supply chain risk. Anthropic raised $65 billion at a $965 billion valuation the same month^[1].

Anthropic's sales to businesses have not been deterred by the Trump administration's declaration. The company's Opus models are heavily used, with a 2.5 percentage point increase in AI subscriptions paid for by businesses in May to 41%^[1]. However, the US government has placed export controls on Anthropic's AI model Fable, citing national security concerns, on June 9^[2]. Fable is a modified version of Mythos, an AI model deemed a global cybersecurity threat by Anthropic itself. Amazon CEO Andy Jassy warned government officials that Fable would be dangerous^[2]. Following the government's decision, Anthropic revoked access to both Mythos and Fable. The move has raised questions about AI safety and sovereignty, with some leaders calling for Europe to build more AI capabilities. The export controls may drive companies to use Chinese open-source models, which are capable and cheap but lack safety guardrails^[2].