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BCH $247.33 -0.05%
LINK $11.21 -2.02%
HYPE $81.90 -2.32%
AAVE $126.24 +2.05%
SUI $0.7262 -0.13%
XLM $0.1764 -1.06%
ZEC $830.92 -3.61%

fable

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Article
Flash

Anthropic's flagship model is facing a downturn, with only 11% of corporate spending directed towards Fable5

On August 24, according to the Financial Times, Anthropic's U.S. corporate clients are reducing their use of its most powerful model, Fable5, opting instead for lower-priced alternative models, raising concerns about its high-investment business model. Anthropic is currently preparing for an IPO, with the market expecting its valuation to reach $2 trillion or more, potentially listing as early as September.Data from Ramp on spending by 70,000 companies shows that two months after the release of Fable5, corporate spending on this model accounted for only about 11% of Anthropic's total tool spending, and has recently stabilized. Analysts believe the main reason is that Fable5 is expensive, while older models can meet the needs of most companies; the Opus5 launched at the end of July is smaller and cheaper, with corporate spending already exceeding that of Fable5. Fable5 was withdrawn shortly after its release in early June due to intervention by the Trump administration on national security grounds, and was allowed to go back online on July 1, but demand and adoption rates remain lower than those of previous cutting-edge models.Anthropic's annualized revenue reached $65 billion last month, up from $47 billion in May, growing nearly sevenfold since the beginning of the year; the company achieved adjusted operating profit for the first time in the second quarter and has 6,000 clients with annual spending exceeding $100,000. Companies are controlling AI spending by choosing models with better cost-performance ratios, while OpenAI has seen a rebound, with annualized revenue growing 35% this quarter after the release of GPT5.6, exceeding $40 billion. The market is shifting from "chasing the strongest model" to placing greater emphasis on a comprehensive balance of model capability, price, and actual ROI.

Analysis: Anthropic refuses to fix the Fable jailbreak vulnerability, leading the U.S. government to implement export controls

David Sacks, the head of AI and crypto affairs at the White House, stated that although the commercial version of the Mythos series model Fable released by Anthropic this week includes safety barriers, once those barriers are bypassed, users will be able to access Mythos's advanced cyber attack capabilities. Sacks pointed out that Anthropic had previously described Mythos as a "cyber weapon" that requires regulation, so fixing the related vulnerabilities should have been its responsibility.Sacks mentioned that a partner trusted by both Anthropic and the U.S. government discovered a jailbreak method to bypass the safety barriers while testing Fable. The U.S. government subsequently requested Anthropic CEO Dario Amodei to fix the vulnerabilities or take the model offline, but this request was refused. Anthropic stated in a declaration that the vulnerability is "not serious," a claim that contradicts the judgment of the U.S. government and relevant partners.Sacks stated that Anthropic has always emphasized that safety should be prioritized, but this time it prioritized maintaining consumer-grade model services. In response, the U.S. government reluctantly imposed export control measures on Anthropic and hopes that Anthropic will resolve the safety issues as soon as possible to lift the related restrictions and restore the full release of Fable.Sacks also denied that this action is related to previous disputes between the U.S. Department of Defense and Anthropic, stating that the government recognizes Anthropic's technological capabilities and believes that the current issues can be resolved relatively easily, with the initiative currently in Anthropic's hands.
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