According to CoinMeta, Cathie Wood, the founder of Ark Invest, stated that the development of open-source AI has increased security requirements, which in turn has driven revenue growth for closed-source model companies such as OpenAI and Anthropic. Data from the UK AI Security Research Institute shows that the network attack capabilities of open-source models have caught up with those of leading models from 4 to 7 months ago. Wood believes that OpenAI, Anthropic, and SpaceX AI will take a large share of the revenue from AI models, and Ark currently holds positions in these companies. Anthropic has submitted the S-1 documents, and OpenAI is expected to go public in September 2026.