Anthropic’s latest feud with the Trump admin may actually help it, sales data suggests
Anthropic's popularity with business users is growing so well that the latest beef with the government might actually boost it, data from Ramp suggests.
The AI lab finished May by surpassing OpenAI in market share of business spending for the first time, Ramp just revealed . 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 , reportedly on the strength of its first-ever profitable quarter .
Then 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 .
This essentially forced Anthropic to pull its latest all-powerful model from the market altogether.
Although 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.
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, in March, the Trump administration declared the company a supply-chain risk .
That 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.
“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.”
Ramp’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.
Still 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.
For 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 .)
Beyond 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.
Ramp 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.
In fact, in late May, Anthropic released a new version, Opus 4.8.
Mythos 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.
While 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.
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Pontos-chave
- A disputa com a administração Trump pode reforçar a imagem da Anthropic como uma empresa ética, atraindo mais clientes.
- A crescente adoção de modelos de IA éticos pode inspirar startups brasileiras a priorizarem a responsabilidade em suas inovações.
- A narrativa sobre a 'periculosidade' dos modelos de IA pode aumentar seu apelo comercial, impactando a forma como as empresas comunicam suas inovações.
Análise editorial
A disputa entre a Anthropic e a administração Trump ressalta a complexidade do ambiente regulatório que as empresas de IA enfrentam, especialmente em um contexto global. Para o setor de tecnologia brasileiro, essa situação pode servir como um alerta sobre os riscos e oportunidades que surgem em meio a regulamentações governamentais. A resistência da Anthropic em permitir o uso de seus modelos para vigilância em massa e armamentos autônomos pode inspirar empresas brasileiras a adotarem posturas semelhantes, priorizando a ética em suas inovações.
Além disso, a crescente adoção dos modelos da Anthropic por empresas, mesmo diante de um cenário adverso, sugere que a demanda por soluções de IA que respeitem princípios éticos e de segurança está em ascensão. Isso pode incentivar startups brasileiras a desenvolverem tecnologias que não apenas atendam às necessidades do mercado, mas que também se alinhem a valores éticos, ampliando assim sua competitividade.
Outro ponto a ser observado é como a narrativa em torno da "periculosidade" dos modelos de IA pode impactar a percepção pública e a aceitação de tecnologias emergentes. A ideia de que um modelo é tão avançado que é considerado arriscado pode, paradoxalmente, aumentar seu apelo comercial. Para o Brasil, isso significa que as empresas devem estar atentas à forma como comunicam suas inovações, enfatizando não apenas a eficácia, mas também a responsabilidade.
Por fim, a situação da Anthropic pode ser um indicativo de que a regulamentação em IA está se tornando uma questão central em várias partes do mundo, incluindo o Brasil. As empresas locais devem se preparar para um cenário onde a conformidade regulatória não é apenas uma obrigação, mas uma vantagem competitiva. O que se segue será a necessidade de um diálogo mais profundo entre o setor privado e os reguladores para garantir que a inovação não seja sufocada por regulamentações excessivas, mas que também não comprometa a segurança e a ética.
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Fonte original:
TechCrunch AISobre este artigo
Este artigo foi curado e publicado pelo AIDaily como parte da nossa cobertura editorial sobre desenvolvimentos em inteligência artificial. O conteúdo é baseado na fonte original citada abaixo, enriquecido com contexto e análise editorial. Ferramentas automatizadas podem auxiliar tradução e estruturação inicial, mas a decisão de publicar, a revisão factual e o enquadramento de contexto seguem responsabilidade editorial.
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