Anthropic has disabled its latest models, Claude Fable 5 and Claude Mythos 5, for all customers worldwide after a Trump administration export-control order. Meanwhile, payments data shows the company has surpassed OpenAI in enterprise AI spending share for the first time.
June 13, 2026 · Anthropic
Ordered to Block Foreign Access, Anthropic Pulls Two Models — Yet Climbs Past OpenAI
The Trump administration directed Anthropic to bar non-U.S. use of its newest models, Mythos 5 and Fable 5, citing export-control risks. Anthropic withdrew both worldwide — even as enterprise sales data show it overtaking OpenAI for the first time.
41%
Anthropic's enterprise AI subscription share, May 2026 — now ahead of OpenAI
2
Models fully halted on a government order — an industry first
$965B
Valuation in Anthropic's early-June confidential IPO filing
Enterprise AI Subscription Share
Anthropic's climb — and the first crossover past OpenAI
From ~9% to 41% in a year — Anthropic edges past OpenAI's 39.5% for the first time. Being labeled "too dangerous" may have strengthened, not hurt, the brand.
The Two Withdrawn Models
Mythos 5
Limited access · relaxed guardrails · advanced cyber capability flagged as misuse risk
Fable 5
General release · extra cyber/bio restrictions · guardrails flagged as bypassable
Both: 1M-token context · $10 in / $50 out per million tokens — roughly 2× Opus 4.8.
Claude Code in the Field
Automated PR review rate via Claude Code — with a false-positive rate under 1%.
How the Standoff Escalated
Anthropic refuses DoD use for autonomous weapons & mass surveillance
→
"Supply chain risk" tag; barred across federal agencies
→
Anthropic sues, wins injunction; DoD contracts shift to OpenAI
→
Order to block foreign access; both new models pulled worldwide
What's Working
Strong long-context reasoning, coding & structured docs
Claude Code drives the bulk of enterprise API token use
Raised $65B; first profitable quarter; IPO in prep
The Friction
Strict usage limits and fast token consumption
Occasional verbosity and factual errors
ChatGPT still seen as dominant in consumer apps
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