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.

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.

In fact, in late May, Anthropic released a new version, Opus 4.8.

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.

Anthropic’s Fable 5 spent three days as the most capable AI model ever released to the public. It topped the Chatbot Arena leaderboard, crushed OpenAI’s GPT 5.5 on coding benchmarks by double-digit margins, and gave paying subscribers access to Mythos-class reasoning for the first time. Then, on June 12, the US government ordered Anthropic to shut it down.

The result is a strange moment in AI. The model that demonstrably outperforms everything else on the market is the one you cannot use. GPT 5.5, which OpenAI launched in late April under the internal codename “Spud,” is now the strongest model available to developers and consumers, not because it improved but because its only real competitor was removed.

The benchmark gap between the two is not close. On SWE-Bench Pro, which measures a model’s ability to resolve real software engineering issues across open-source codebases, Fable 5 scored 80.3% to GPT 5.5’s 58.6%, a 22-point difference. On SWE-Bench Verified, a curated subset of the same benchmark, Fable 5 reached 95.0%.

The coding benchmarks tell a similar story. Fable 5 leads the Code Arena by 98 Elo points, scoring 1,665 to GPT 5.5’s 1,501. On FrontierCode Diamond, a benchmark designed to test the most difficult programming tasks, Fable 5 scored 29.3% while GPT 5.5 managed 5.7%, and on the broader Chatbot Arena leaderboard Fable 5 sits at number one with GPT 5.5 in fourth.

GPT 5.5 does have one area of strength. On Terminal-Bench 2.0, which evaluates interactive terminal-based coding tasks rather than codebase-level issue resolution, GPT 5.5 scored 82.7% compared to Fable 5’s approximately 88.0%. The gap is narrower there, and the benchmark tests a different skill, executing commands and debugging in real time rather than reading and patching large repositories.

Pricing also favours OpenAI. GPT 5.5 costs $5 per million input tokens and $30 per million output tokens, half the price of Fable 5’s $10 and $50 respectively. For developers running high-volume applications where the performance difference is less critical than cost, GPT 5.5 is the more practical choice even when both models are available.

Fable 5 launched on June 9 as Anthropic’s first Mythos-class model made available to the general public. It offered a one-million-token context window and 128,000 output tokens. Anthropic made it available at no extra cost to Pro, Max, Team, and Enterprise subscribers until June 22, a promotional window that the government directive cut short after just three days.

The shutdown came via an export control directive issued on June 12. The government cited a jailbreak vulnerability as the reason for pulling both Fable 5 and the broader Mythos 5 model family. Anthropic has disputed the severity of the finding, saying the vulnerabilities identified are minor, publicly known, and achievable by GPT 5.5 without any bypass techniques, while reports indicate that Amazon CEO Andy Jassy played a role in triggering the government’s review.

The practical consequence is that developers and researchers who were evaluating Fable 5 for production use have had to revert to GPT 5.5 or Anthropic’s earlier Opus models. For coding-heavy workflows, the downgrade is significant. The 22-point gap on SWE-Bench Pro represents the difference between a model that can resolve four out of five real-world software issues and one that handles roughly three out of five.

Whether Fable 5 returns depends on Anthropic’s negotiations with the government over the export control classification. The company has publicly argued that the directive is disproportionate and that the cited vulnerabilities do not justify pulling the model entirely. Until that dispute is resolved, GPT 5.5 holds the top spot by default, the best model available not because it is the best model that exists.

If founders and other business leaders weren’t already envious of Dario Amodei, who sits atop one of the world’s fastest-growing AI companies — currently valued by private market investors at roughly the trillion-dollar mark little more than five years after it was founded — they’re going to be seriously envious now.

In a new sit-down with Bloomberg’s Emily Chang, he reveals he has just one direct report — his chief of staff. Everyone else on Anthropic’s executive team reports to his sister, co-founder and president Daniela Amodei, who handles day-to-day operations.

Anyone who has managed a large team knows that the people side of the job has a way of consuming everything else. Amodei’s arrangement frees him to focus almost entirely on strategy, culture, research direction, and sweeping essays on the future of civilization (with footnotes). “It’s incredibly freeing,” he tells Chang.

It’s a highly unusual structure. OpenAI’s Sam Altman reportedly has around half a dozen direct reports, which is far more standard, while Nvidia’s Jensen Huang — another extreme outlier — has many dozens.