Anthropic May Break Its Own AI Slowdown Call: New Model Could Arrive Ahead of IPO
By Vikram Singh
Updated on Sep 21, 2026 | 4 min read | 3.21K+ views
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- Anthropic May Break Its Own AI Slowdown Call: New Model Could Arrive Ahead of IPO
Key Highlights of NEWS
- Anthropic is reportedly considering a new AI model to respond to OpenAI’s GPT-6 Astra.
- The discussions come shortly after CEO Dario Amodei called for slower frontier AI development.
- GPT-6 Astra has captured about 13% of tracked enterprise AI spending, versus about 8% for Claude Fable.
- Anthropic's annualised revenue run rate exceeded $65 billion by the end of July.
- The potential launch comes as Anthropic prepares for a possible IPO.
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Anthropic Is Considering a New AI Model
Anthropic is reportedly weighing the release of a new AI model as OpenAI’s GPT-6 Astra gains traction with enterprise users.
Three people familiar with the discussions told Reuters that Anthropic is considering the model as a response to OpenAI’s recent momentum. However, the company has not confirmed that a launch will happen.
The timing is notable. Anthropic CEO Dario Amodei published a 3,800-word essay on September 12, calling for the AI industry to slow the pace of developing increasingly capable models because of safety concerns.
Now, the company is reportedly evaluating whether its next model has passed the necessary safety benchmarks before deciding whether to release it.
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GPT-6 Astra Is Putting Pressure on Anthropic
OpenAI launched GPT-6 Astra on September 3, highlighting improvements in computer use, software engineering, cybersecurity and professional work.
Third-party data cited by Reuters shows Astra accounting for about 13% of enterprise AI spending tracked by Ramp, compared with roughly 8% for Anthropic’s Claude Fable. OpenRouter also said users spent more on OpenAI models than Anthropic models last week, marking OpenAI's first lead on that measure in more than 2.5 years.
That shift matters as Anthropic prepares for a potential IPO. Investors are closely watching whether OpenAI can take enterprise market share from Anthropic.
Still, Anthropic retains a significant revenue lead. Its annualised revenue run rate exceeded $65 billion by the end of July, compared with more than $40 billion for OpenAI, according to Reuters.
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Anthropic Faces a Safety vs Competition Dilemma
A new model would put Anthropic in a difficult position.
Amodei has argued that frontier AI development needs to slow because increasingly autonomous systems could create serious safety risks. His proposal has received support from OpenAI CEO Sam Altman and SpaceX CEO Elon Musk.
At the same time, OpenAI's Astra is changing the competitive landscape quickly.
Anthropic therefore appears to be weighing model safety, competitive pressure and IPO considerations at the same time. Reuters also reported that the IPO could potentially be pushed until after the November US midterm elections.
For now, there is no confirmed launch date or confirmed new-model announcement from Anthropic.
Frequently Asked Questions (FAQs)
1. Is Anthropic launching a new AI model?
Anthropic is reportedly considering releasing a new AI model, but the company has not officially confirmed a launch. The model is reportedly still being evaluated, particularly on safety and performance, before a final release decision is made.
2. Why is Anthropic considering a new model?
The reported discussions come as OpenAI’s GPT-6 Astra gains momentum among enterprise users. Anthropic is reportedly assessing a new model partly in response to the changing competitive landscape and the growing adoption of rival AI systems.
3. When did OpenAI launch GPT-6 Astra?
OpenAI launched GPT-6 Astra on September 3, 2026. The model was positioned as a major advancement in areas including computer use, software development, cybersecurity and professional tasks.
4. How much enterprise AI spending does GPT-6 Astra have?
According to Ramp data cited by Reuters, GPT-6 Astra accounted for approximately 13% of tracked enterprise AI spending. The figure indicates growing adoption of OpenAI’s latest model among businesses.
5. How much enterprise AI spending does Claude Fable have?
The same Ramp data cited by Reuters puts Anthropic’s Claude Fable at approximately 8% of tracked enterprise AI spending. This compares with Astra’s reported 13% share in the same dataset.
6. What did Dario Amodei recently say about AI development?
Anthropic CEO Dario Amodei called for the AI industry to slow the development of increasingly capable frontier models. His concerns centre on the potential risks created as AI systems become more autonomous and capable.
7. Why is the timing of Anthropic’s potential model release significant?
The potential release comes at an important point for Anthropic. The company is reportedly preparing for a possible IPO while also facing stronger competition from OpenAI. This creates a situation where Anthropic must balance model development, safety considerations and competitive pressure.
8. What is Anthropic’s current revenue run rate?
According to Reuters, Anthropic’s annualised revenue run rate exceeded $65 billion by the end of July. The figure highlights the company's rapid commercial growth as demand for advanced AI models increases.
9. Has OpenAI overtaken Anthropic in revenue?
No. Reuters reported that Anthropic’s annualised revenue run rate had exceeded $65 billion, compared with more than $40 billion for OpenAI. However, revenue comparisons can change quickly as both companies continue expanding their AI businesses.
10. When will Anthropic’s new AI model launch?
There is currently no confirmed launch date. Anthropic is reportedly still evaluating the model and its safety before deciding whether to release it publicly. The company has not officially announced that the model will launch.
153 articles published
Vikram Singh is a seasoned content strategist with over 5 years of experience in simplifying complex technical subjects. Holding a postgraduate degree in Applied Mathematics, he specializes in creatin...
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