Archive · 19 Sep 2026
Anthropic Considers New AI Model Amid OpenAI’s Enterprise Gains
Anthropic is thinking about releasing a new AI model, but it has not confirmed a launch.
The idea comes after OpenAI released GPT-6 Astra on September 3.
Businesses and developers have started using Astra, which has increased pressure on Anthropic.
Anthropic’s CEO, Dario Amodei, has warned that AI companies should slow down because advanced systems may become difficult for people to control.
The company must decide how much to spend on a new model while also trying to become more profitable.
Open-source models, especially from China, could create additional competition.
Some investors think Astra is not yet a major threat because large businesses are slow to change technology providers.
Anthropic may also delay a possible IPO until after the November US midterm elections.
Anthropic is weighing a new AI model as OpenAI’s GPT-6 Astra gains traction with businesses and developers.
The deliberations follow CEO Dario Amodei’s call to slow the development and release of increasingly capable AI systems because of safety concerns.
Astra represented about 13% of enterprise AI spending tracked by Ramp, compared with roughly 8% for Anthropic’s Claude Fable.
Anthropic’s annualized revenue run rate exceeded $65 billion by late July, while OpenAI’s surpassed $40 billion.
Anthropic is balancing safety, model-development costs, profitability, open-source competition and the timing of a possible IPO.
- Who
- Anthropic, CEO Dario Amodei, OpenAI, investors, enterprise customers and AI developers are central to the report.
- What
- Anthropic is considering a new AI model while assessing competition from OpenAI’s GPT-6 Astra, model safety, profitability and a possible IPO.
- When
- OpenAI released GPT-6 Astra on September 3; Amodei published his safety essay on September 12; Anthropic’s possible IPO could occur after the November US midterm elections.
- Where
- The competition is taking place in the enterprise AI market, with additional pressure from open-source providers, particularly in China.
- Why
- Astra has gained business and developer traction, prompting Anthropic to consider how to protect its enterprise position while retaining its safety-focused approach.
Safety and caution
Competition and growth
Whether to release a new model
Safety and caution
Anthropic’s safety-focused identity supports carefully evaluating the next model, consistent with Dario Amodei’s call to slow improvements in AI capabilities.
Competition and growth
OpenAI’s GPT-6 Astra has gained enterprise traction, creating pressure for Anthropic to release a competing model and defend its market position.
Severity of Astra’s challenge
Safety and caution
Some existing and prospective investors do not view Astra as a significant immediate threat because Anthropic retains a substantial enterprise lead and large companies are slow to switch providers.
Competition and growth
Other investors are reassessing Anthropic’s position because Astra leads Claude Fable in tracked enterprise spending and OpenAI models recently surpassed Anthropic models on OpenRouter spending.
Investment priorities
Safety and caution
Greater spending on safety evaluation and responsible model development could help Anthropic manage the risks of increasingly capable AI systems.
Competition and growth
Higher interest rates, open-source competition and pressure to produce sustainable cash flow may require AI companies to prioritize profitability and faster returns.
- Potential Anthropic model
- Anthropic is considering a new model, but no launch has been confirmed.
- OpenAI model
- GPT-6 Astra was released on September 3 with advertised improvements in computer use, software engineering, cybersecurity and professional work.
- Enterprise spending
- Ramp data showed Astra at about 13% of tracked enterprise AI spending, compared with about 8% for Anthropic’s Claude Fable.
- Anthropic revenue
- Anthropic’s annualized revenue run rate exceeded $65 billion by the end of July, up from about $9 billion at the end of 2025.
- OpenAI revenue
- OpenAI’s annualized revenue run rate surpassed $40 billion in July.
- Anthropic projection
- Anthropic is projecting approximately $190 billion to $200 billion in revenue for 2028.
- Possible IPO timing
- Anthropic could push its IPO to after the November US midterm elections, according to people familiar with the matter.
