Anthropic overtakes OpenAI in enterprise share — May 41% vs 39.5%
TL;DR
Per Ramp's expense data, Anthropic's share of enterprise AI subscriptions hit 41% in May, edging past OpenAI's 39.5% — first reversal. Export controls became a tailwind.
Per Ramp's expense-data platform, Anthropic captured 41% of enterprise AI subscription spend in May — overtaking OpenAI's 39.5% for the first time, a 2.5pp gain in a single month.
Financials echo: H-round closed end of May at $65B, valuation $965B; first profitable quarter; IPO filed confidentially in early June.
The friction with the White House continues. After being labeled a «supply chain risk» by DoD in March, Commerce Secretary Howard Lutnick sent Anthropic a letter on June 13 demanding suspension of Fable 5 and Mythos 5 access for foreign users — forcing Anthropic to pull the flagship products off shelves. Ramp's economist: «Being named 'too dangerous' actually gives a model a halo. Sales will only get stronger.»
via TechCrunch
Financials echo: H-round closed end of May at $65B, valuation $965B; first profitable quarter; IPO filed confidentially in early June.
The friction with the White House continues. After being labeled a «supply chain risk» by DoD in March, Commerce Secretary Howard Lutnick sent Anthropic a letter on June 13 demanding suspension of Fable 5 and Mythos 5 access for foreign users — forcing Anthropic to pull the flagship products off shelves. Ramp's economist: «Being named 'too dangerous' actually gives a model a halo. Sales will only get stronger.»
via TechCrunch
