Business
Jun 17, 2026
Anthropic's Feud with Trump Admin May Boost Its Sales
Anthropic's recent feud with the Trump administration may actually help the AI lab's sales, accordi…
The Lead
Anthropic is having a remarkable month, surpassing OpenAI in market share of business spending for the first time, according to data from Ramp. The AI lab raised $65 billion at a $965 billion valuation and filed confidential paperwork for an IPO on the strength of its first-ever profitable quarter.
The Trump Administration's War on Anthropic
The Trump administration renewed its war on Anthropic by sending a letter demanding it ban non-Americans, including Anthropic's employees, from accessing its state-of-the-art models, Mythos 5 and Fable 5. This forced Anthropic to pull its latest all-powerful model from the market altogether.
The Data Analysis
Ramp's data shows that Anthropic's share of AI subscriptions paid for by businesses rose 2.5 percentage points in May to 41%, surpassing OpenAI's 39.5%. The data also reveals that businesses heavily use Anthropic's Opus models, with growing business use.
Anthropic's share of AI subscriptions: 41%
OpenAI's share of AI subscriptions: 39.5%
Anthropic's valuation: $965 billion
Funding raised: $65 billion
The Impact Analysis
The feud with the Trump administration may actually help Anthropic's sales, according to Ramp's lead economist, Ara Kharazian. The data suggests that being labeled a supply-chain risk and having its models pulled from the market may boost Anthropic's business adoption.
The Prediction
While it's unclear how the latest drama with the White House will impact Anthropic's ability to go public, the numbers indicate that Anthropic's available models are more popular with businesses than ever before. The company's future outlook remains positive, with growing business use and a strong reputation for its AI models.
#Anthropic
#Trump Administration
#AI
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