Anthropic’s models – Anthropic’s latest clash with the Trump administration led to a sudden ban on non-Americans accessing its state-of-the-art models, forcing the company to pull Mythos 5 from the market. Yet business adoption data compiled by Ramp suggests Anthropic’s momentum d
Anthropic finished May in an unlikely kind of momentum—then, within days of a new model release, it faced an abrupt new hurdle from the Trump administration.
Ramp reported that Anthropic surpassed OpenAI for the first time in market share of business spending for May. The same period also brought a major funding and corporate push: Anthropic raised $65 billion at a $965 billion valuation at the end of May. and it filed confidential paperwork for an IPO at the start of June. reportedly backed by its first-ever profitable quarter.
Then came Friday’s letter. The Trump administration renewed its push against the company by demanding that non-Americans. including Anthropic’s employees. be banned from accessing its state-of-the-art models. The models at the center of the dispute were Mythos 5. in limited release. and Fable 5. the more guarded version that had been released to the public three days earlier.
The order effectively forced Anthropic to pull its latest all-powerful model from the market altogether.
The White House invoked an obscure export control directive when ordering the ban, but the exact cause remained unclear. The chatter was that hackers had been able to bypass Fable 5’s guardrails—guardrails designed to prevent access to Mythos’ capabilities. Mythos is powerful enough that Anthropic itself had marketed it as dangerous and restricted its public release.
This fight doesn’t start in a vacuum. Anthropic had already refused to allow the government to use its models for mass surveillance of Americans and fully autonomous weapons. In March, the Trump administration declared the company a supply-chain risk.
That threat didn’t stop business customers—if anything, it coincided with a surge in adoption. Ramp’s lead economist, Ara Kharazian, pointed directly to the timing. “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 also shows where the money is going. even if it can’t always show which model names sit behind every transaction. The company’s dataset covers business use across more than 70. 000 businesses using its platform. and it shows customers leaning heavily on Anthropic’s Opus models while business use keeps growing.
In May, Ramp reported that Anthropic’s share of AI subscriptions paid for by businesses rose by 2.5 percentage points to 41%. OpenAI commanded 39.5% of AI subscriptions by its customers—essentially flat from the prior month. OpenAI still leads overall consumer usage, according to new data from Sensor Tower.
Subscriptions are only part of the picture. Most of what businesses spend money on comes through API calls to the model—token use for tasks including coding. Anthropic’s Claude Code is widely used as a coding tool. and Ramp can’t always break down which exact models are behind every API spend. When Ramp can see the model details. in about one-third of transactions. businesses are mostly spending on various flavors of Claude Opus. especially later versions. Opus is the model that preceded Mythos and is still openly available.
That matters because Mythos had been on the market only briefly. Anthropic released Opus 4.8 in late May. Mythos had been available to limited users as of April, and Fable 5 was shut down after a few days.
Ramp can’t measure the financial hit from pulling Mythos 5 and Fable 5 off the market in a precise way. Still. the spending and adoption numbers suggest something harder to ignore: whatever disruption the government order caused in access. it didn’t translate—at least in May—into a retreat by business customers.
Ramp’s data can’t predict how this latest drama will affect Anthropic’s ability to go public. Public-market investors tend to be wary of companies embroiled in controversies with the government. But for now. the company’s available models remain in demand inside enterprise budgets. and the latest conflict with the White House has done little to blunt that momentum—an outcome that. by the data. looks almost perverse.
Anthropic Trump administration Mythos 5 Fable 5 Opus 4.8 Ramp AI subscriptions API calls Claude Code export control directive IPO filing business adoption