Naval responds to open source threat theory: the most economically valuable fields are full of confrontation, and the closed source moat will not disappear

According to surveillance, the famous Silicon Valley angel investor Naval (Naval) said today that the open source AI model will not threaten the profitability of cutting-edge laboratories. The most valuable sectors of the economy — investment, product development, warfare, cybersecurity, and even scientific discovery — are inherently confrontational and competitive. You either spend your money to win, or someone else will win.

Recently, Kimi K3 open weights brought discussions to a climax on whether open source can approach the frontier. The open source community believes that this is another sharp jump in the scale and capabilities of the open source model, further proving the dominant position of Chinese laboratories at the cutting edge of open weights. But at the same time, it has sparked debate, will such a strong open source model directly impact the business model and profitability of cutting-edge closed source laboratories such as OpenAI, Anthropic, and Google? Many people worry that the closed source advantage will quickly be erased.