Cathie Wood: Open-Source AI Is Making OpenAI and Anthropic Richer

TechFlow news, August 10, according to BeInCrypto, ARK Invest founder Cathie Wood recently expressed views overturning traditional market perceptions of open-source AI. She pointed out that the capabilities of open-source models such as Meta, Mistral, and DeepSeek are continuously enhancing, which instead expands the cybersecurity attack surface, forcing enterprises to continuously procure cutting-edge AI as a defense layer, thereby driving revenue growth for OpenAI and Anthropic rather than harming it.

Data from the UK AI Safety Institute shows that the cyberattack capabilities of open-source models have caught up to the level of cutting-edge models from 4 to 7 months ago. Wood named OpenAI, Anthropic, and SpaceXAI as the three companies most likely to capture the bulk of AI model revenue, and ARK currently holds positions in all three companies. Currently, Anthropic has filed an S-1 document with a valuation of nearly $1 trillion, and OpenAI is expected to go public in September 2026.