Anthropic's latest feud with the Trump admin may help it, sales data suggests (techcrunch.com)

Anthropic has marked a significant milestone by surpassing OpenAI in market share for business spending on AI technologies, according to recent findings from Ramp. This achievement coincided with a robust fundraising round, pushing its valuation to $965 billion and enabling Anthropic to file for a confidential IPO after reporting its first profitable quarter. Despite this momentum, the company faced a setback when the Trump administration mandated a ban on non-American access to its advanced models, including the recently revealed Mythos 5 and the public version Fable 5, which was quickly pulled from the market due to its potential security risks. This clash with the administration could paradoxically bolster Anthropic's reputation within the AI community, according to Ramp’s lead economist Ara Kharazian. The controversy surrounding its models, particularly when labeled “too dangerous” for use, may enhance its allure among businesses, as evidenced by a 2.5 percentage point increase in business AI subscription revenue in May. As organizations increasingly rely on Anthropic’s Claude models, especially the recently launched Opus 4.8, it appears that the company’s growth trajectory continues unabated, even in the face of regulatory challenges. The long-term implications for its public offering remain uncertain, but data indicates that Anthropic's models are gaining greater traction among enterprise users.