Anthropic is dominating right now—and the Trump administration's latest attempt to restrict it may have boosted the AI lab's appeal.
According to fresh data from Ramp, a business spending platform, Anthropic surpassed OpenAI for the first time in market share among business users. This happened in March, right after Trump's team declared the company a "supply chain risk."
The situation escalated this week when the White House sent Anthropic a cease-and-desist demanding the lab ban non-Americans—including its own employees—from accessing its newest models, Mythos 5 and Fable 5. The government cited export control rules. Insiders have suggested that Fable 5's security guardrails were insufficient, potentially allowing hackers to access the restricted Mythos technology.
Anthropic's business adoption reached its all-time high during the exact month the Pentagon labeled it dangerous. "There's a lot of aura that comes with your model specifically being named too dangerous to use," Ramp's lead economist Ara Kharazian told TechCrunch.
Anthropic's share of AI subscriptions among Ramp's 70,000+ business users jumped 2.5 percentage points to 41% in May, compared to OpenAI's 39.5%. The lab also raised $65 billion at a $965 billion valuation and filed confidential IPO paperwork following its first profitable quarter.
Anthropic refused to let the government use its AI for mass surveillance and autonomous weapons, faced restrictions for that stance, and gained market share as a result. The company pulled its latest models from the market this week.
