American customers of Anthropic are shifting to cheaper alternatives after its most expensive AI model Fable 5 launched, with spending on it accounting for just 11% of total Anthropic tool spending two months later and remaining stable, breaking the usual pattern of users opting for the strongest models. High pricing and the fact that older models meet most needs are cited as key reasons for the slow adoption. OpenAI has recovered by releasing cheaper models such as GPT 5.6 and Opus 5, driving its annualized revenue up 35% to over $40 billion this quarter and enabling enterprise spending on its models to exceed that of Fable since late July. The market expects Anthropic to list in the near future with a potential valuation of $2 trillion, though the poor adoption of its flagship model makes forecasting its future difficult.