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.
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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The Director-General of the All Progressives Congress Presidential Campaign Council (APC-PCC), Senator Abdulaziz Yari, has defended President Bola Tinubu’s administration against criticism over rising insecurity, accusing previous administrations of failing to address the challenge for more than two decades.
Yari made the remarks on Saturday during the APC presidential rally in Jos, Plateau State, where he challenged critics of the ruling party to account for their records on security before accusing the current administration of lacking a clear strategy.
“Those who are saying we don’t have a plan for security, I want to remind them that they did nothing about insecurity for over 20 years because it started during their time,” Yari said.
The former Zamfara State governor assured Nigerians that the APC remained committed to implementing its manifesto, expressing confidence that the party would fulfil almost all its campaign promises by 2031.
He also expressed optimism about the APC’s political fortunes in Plateau State ahead of the 2027 general elections, claiming that political leaders and influential stakeholders in the state had assured President Tinubu of their support.
Yari further commended Tinubu’s leadership, particularly his handling of the nation’s revenue, citing what he described as a significant increase in funds accruing to the Federation Account.
According to him, Tinubu inherited a Federation Account balance of N732 billion in June 2023, but the figure has since increased to trillions of naira.
He said the development reflected the administration’s efforts to strengthen government revenue and improve the country’s financial position.
Yari’s remarks come amid continued public debate over the Federal Government’s handling of insecurity and the performance of the Tinubu administration as political activities gradually build towards the 2027 general election
The League of Imams and Alfas in Yorubaland has declared that it would not endorse any politician or political party ahead of the 2027 general elections.
Chairman, Board of Trustees of the League, Sheikh Muhammad Habibullah Adam Abdullahi El-Ilory, made this declaration at the opening of a three-day conference organised by the League for Imams, Alfas, political office holders and traditional rulers.
The event, which took place in Ibadan on Saturday, was attended by Governor Seyi Makinde, President of the League, Sheikh Jamiu Kewulere, Chief Imam of Ibadanland, Sheikh Abdulganiy Abubakar, Alfa Agba of Ibadanland, Sheikh Abdulbari Adetunji, Grand Mufti of Yorubaland, Sheikh AbdulRasaq AbdulAzeez Ishola, Secretary General of the League, Sheikh Mustapha Oseni Adewale Hamzat and Chairman, Oyo State Pilgrim Welfare Board (Muslim Wing) Sheikh Hashim Atere and Professor Kamil Olosho.
Others are Aare Musulumi of Yorubaland, Alhaji Daud Akinola, Peoples Democratic Party, PDP, gubernatorial candidate in Oyo State, Alhaji Hazeem Gbolarumi, Soun of Ogbomosoland, Oba Afolabi Olaoye, Onigbeti of Igbeti, Oba Bashir Abioye, Professor Amidu Sanni, Professor Adam Surajudeen and Iyalode Adini of Yorubaland, Alhaja Sedeekat Aderibigbe, alongside other notable Islamic clerics, scholars and Muslims from Oyo, Osun, Ogun, Ekiti, Lagos and Ondo states.
Abdullahi El-Ilory while speaking on behalf of the League, explained that the group cannot declare support or announce any politician or political party as its choice for the forthcoming general elections.
He explained that the only thing the League can do and is still doing is to pray to God to give Nigerians credible leaders that will make life more meaningful for the citizens.
Abdullahi El-Ilory said, "We are religious leaders, we are not politicians, but we are the fathers of politicians. We will not declare support for any political party or politicians.
"We the league of Imams and Alfas in Yorubaland cannot declare support or announce our support for any politician or political party. We can only pray to God for Him to give us credible leaders."
Makinde, while addressing the gathering, urged Nigerians to see themselves as one.
He advised Muslim clerics not to allow people to use religion to cause confusion in the forthcoming general elections.
Kewulere, in his contribution, noted that the focus of clerics should be to guide the people and preach the religion of Islam.
He said, "We are not politicians. An Imam is not supposed to be involved in politics. Our focus should be to guide people and preach the religion of Islam in line with the Islamic principles."
Ishola, on his part, explained that the programme was organised in order to ensure unity and cooperation among Muslims in Yorubaland before, during and after the general elections.