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

Anthropic is having a month. 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 . …