Cathie Wood Says Open Source AI Is Making OpenAI and Anthropic Richer, Not Poorer
The widespread view says open-weight AI is dangerous information for frontier labs like OpenAI and Anthropic. ARK Invest’s Cathie Wood argues the other. An open-weight AI mannequin is one through which the creator releases the underlying parameters publicly. It permits anybody to obtain, run, and modify it on their very own {hardware} with out paying for entry.
Wood says the true risk of open-weight fashions isn’t that they substitute frontier AI.It is that dangerous actors use them to assault enterprises. That safety stress, she argues, forces corporations to maintain shopping for frontier-grade AI for defense. This makes Open AI and Anthropic richer, not poorer.
Some Models Are Arming the Threat
Wood’s case inverts the popular investment narrative. As open-weight fashions from Meta, Mistral, and DeepSeek develop extra succesful, the traditional view is that enterprises will shift away from costly frontier subscriptions.
Wood’s response: The extra highly effective open fashions turn into, the extra harmful the assault floor, and the stronger the enterprise case for frontier AI because the protection layer.
The UK’s AI Security Institute found that open-weight fashions now match frontier cyber capabilities from simply 4 to seven months in the past. ARK’s personal AI primetime report flagged increasing AI infrastructure spend as a defining pattern of the last decade.
Wood’s Pick for the Revenue Winners
Wood named OpenAI, Anthropic, and SpaceXAI, as the businesses most certainly to take nearly all of model-driven income. ARK holds positions across all three.
“Ironically, opposite to the narrative, open weight fashions have gotten an essential cause that OpenAI, Anthropic, and in the end, in our view, SpaceXAI are more likely to take the overwhelming majority of model-driven AI income,” Wood stated.
Anthropic filed its S-1 at a close to $1 trillion valuation, with OpenAI eyeing a September 2026 debut. Wood’s thesis reframes each corporations not as casualties of open-source disruption, however as its largest winners.
That logic solely strengthens over time. The cheaper AI will get for attackers, the extra enterprises want the perfect protection out there.
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