According to BeInCrypto, Cathie Wood, founder of ARK Invest, recently shared insights that challenge conventional market perceptions of open-source AI. She noted that open-source models from Meta, Mistral, and DeepSeek are continuously improving in capability, thereby expanding the attack surface for cybersecurity threats and compelling enterprises to continually purchase cutting-edge AI as a defensive layer—ultimately 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 now matched those of leading models from four to seven months ago. Wood identified OpenAI, Anthropic, and SpaceX AI as the three companies most likely to capture the largest share of AI model revenues; ARK currently holds positions in all three. Anthropic has already filed its S-1 with a valuation nearing $1 trillion, and OpenAI is expected to go public in September 2026.
Cathie Wood: Open Source AI Boosts OpenAI and Anthropic Revenues
TechFlowShare
Summary
Cathie Wood says open-source AI models are boosting revenues for OpenAI and Anthropic. As models from Meta and Mistral improve, they increase cybersecurity risks, prompting companies to adopt advanced AI for defense. Wood names OpenAI, Anthropic, and SpaceXAI as the top revenue leaders. Anthropic is preparing for an IPO at a near-$1 trillion valuation, while OpenAI is expected to go public in September 2026. Traders using support and resistance levels and open interest analysis are closely monitoring these developments.
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