According to Reuters, Anthropic is considering launching a new AI model during its IPO preparations to address the competitive pressure created by OpenAI's GPT-6Astra in the enterprise market. Three informed sources said the company is still evaluating the safety of the new model and has not yet determined the final release date.
This plan comes in contrast with the recent proposal by Anthropic CEO Dario Amodei to "slow down the iteration of AI model capabilities." On September 12, Amodei published a 3,800-word article calling on the industry to slow down the release of new capabilities and pay more attention to safety risks. At the same time, the release of GPT-6Astra on September 3 has attracted the attention of enterprise users, and some investors have begun to reassess Anthropic's competitive position in the enterprise AI market.
Reuters cited Ramp data stating that Astra currently accounts for about 13% of enterprise AI spending, while Anthropic's Claude Fable accounts for around 8%. As of the end of July, Anthropic's annualized revenue run rate has exceeded $65 billion and is expected to reach between $190 billion and $200 billion by 2028. OpenAI's annualized revenue run rate during the same period exceeded $40 billion.
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