Anthropic weighs new model launch to counter OpenAI's Astra surge

Anthropic is considering launching a new AI model to respond to the success of OpenAI's GPT-6 Astra, released on September 3. Astra accounts for about 13% of enterprise AI spending versus 8% for Claude Fable, and on OpenRouter OpenAI overtook Anthropic in developer spending for the first time in 2.5 years.

• Astra is 13% of enterprise AI spending, Claude Fable is 8%
• OpenAI overtook Anthropic in OpenRouter developer spending for the first time in 2.5 years
• Anthropic annual revenue exceeded $65 billion by the end of July
• Anthropic's IPO may slip to after the US election in November