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

数据显示：Anthropic 与特朗普政府的最新争端反而可能对其有利

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. Anthropic 这个月可谓风头正劲。Ramp 最新披露的数据显示，这家 AI 实验室在 5 月结束时，其企业支出市场份额首次超过了 OpenAI。5 月底，该公司以 9650 亿美元的估值筹集了 650 亿美元（同样超过了 OpenAI），随后在 6 月初提交了 IPO 的保密文件，据报道，这得益于其有史以来第一个盈利季度的强劲表现。

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. 上周五，特朗普政府向这家模型制造商发难，要求其禁止非美国公民（包括 Anthropic 自己的员工）访问其最先进的模型：限量发布的 Mythos 5 以及三天前向公众发布的 Mythos 受限版本 Fable 5。这实际上迫使 Anthropic 将其最新的全能模型完全撤出市场。

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. 尽管白宫在下达禁令时援引了一项晦涩的出口管制指令，但具体原因尚不清楚。外界传言称，黑客轻易绕过了 Fable 5 的护栏，而这些护栏本意是防止用户接触到 Mythos 的核心能力。该模型在发现软件代码安全漏洞方面表现极其出色，以至于 Anthropic 自己都将其宣传为“危险”，并限制了其公开发布。

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. 在此之前，Anthropic 曾因拒绝政府将其模型用于对美国公民进行大规模监控及开发全自动武器而闻名。因此，特朗普政府在 3 月份宣布该公司构成“供应链风险”。然而，这并没有阻碍 Anthropic 的企业销售。Ramp 的数据显示，情况恰恰相反。

Ironically, this latest feud with 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.” 讽刺的是，Ramp 的首席经济学家 Ara Kharazian 表示，这次与特朗普政府的最新争端——似乎也证实了关于 Mythos“神话般”能力的传闻——可能反而会帮助而非伤害 Anthropic。Kharazian 是负责汇总企业 AI 支出数据的人。他告诉 TechCrunch：“如果说有什么影响的话，这可能会推动他们。在企业采用率方面，Anthropic 表现最好的一个月，恰恰是国防部将其列为供应链风险的那一个月。当你的模型被专门点名‘过于危险而无法使用’时，会自带一种光环效应。”

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). Ramp 的数据颗粒度不足以让我们看出将 Mythos 和 Fable 5 撤出市场会给公司带来多大的财务打击。不过，来自使用其平台的 7 万多家企业的数据显示，客户大量使用 Anthropic 的 Opus 模型，且企业使用量一直在增长。例如，Ramp 报告称，5 月份 Anthropic 在企业支付的 AI 订阅份额中上升了 2.5 个百分点，达到 41%。相比之下，OpenAI 占据了其客户 AI 订阅份额的 39.5%，与上月基本持平。（根据 Sensor Tower 的最新数据，OpenAI 在整体消费者使用量方面仍大幅领先于 Anthropic）。

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. 除了订阅之外，公司支出的大部分资金用于模型的 API 调用，涵盖了编码等活动的 Token 使用。Anthropic 的 Claude Code 作为强大的 AI 编码工具享有盛誉。Ramp 无法总是从支出数据中看出大多数企业正在使用哪些模型。在能够看到模型细节的情况下（约占交易的三分之一），企业主要是在为各种版本的 Claude Opus 付费，尤其是较新的版本。Opus 是 Mythos 之前的模型，目前仍可公开使用。事实上，Anthropic 在 5 月下旬发布了新版本 Opus 4.8。Mythos 上市时间并不长，自 4 月起才向有限用户开放，而 Fable 5 在发布几天后就被关闭了。

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. 虽然我们无法预测这场与白宫的最新风波将如何影响 Anthropic 的上市计划（公开市场投资者往往对卷入政府争议的公司持谨慎态度），但数据表明，Anthropic 现有的模型在企业中比以往任何时候都更受欢迎。