OpenAI to Take a Percentage from Customer AI-Assisted R&D Outcomes

17 pointsposted 13 hours ago
by jpster

24 Comments

3eb7988a1663

12 hours ago

  - New candidate drug molecules identified by pharmaceutical companies through AI;
  - New alloy formulas discovered by material laboratories;
  - Optimized circuit architectures developed by chip design teams;
  - Even new products incubated by startups based on AI-generated ideas.
This will tank adoption in high tech fields that live and die by IP.

anilgulecha

8 hours ago

No, for every established company that may be hesitant, there's up and comer with nothing to lose who will jump on the opportunity, and the industry will continue moving forward.

This is not a capability that will go unused.

TheHideout

12 hours ago

This sounds like the "idea guy" claiming you owe him money after you do all the work.

maxerickson

12 hours ago

It's a step removed from that. It's a guy saying he's one hell of an idea guy and will be rich in the future.

tylerchilds

11 hours ago

It’s an ex boyfriend saying “you’re nothing without me!” As he demands gas money for his car from the duration of the relationship, during the breakup

teeray

11 hours ago

Except in reverse: now the idea guy gives prompts and AI does all the work.

changoplatanero

12 hours ago

People are way misinterpreting OpenAI’s intentions here. The idea is that OpenAI could propose to enter into joint ventures with industry partners where each side gets a share of the rewards generated by the joint activity. This is would only happen in the cases where it’s an attractive proposition to both sides.

fullshark

12 hours ago

Why would it ever be attractive to the other side?

3eb7988a1663

12 hours ago

From the pharma side, I have heard discussions with other technology companies who insisted on a share of discovery revenue. Nothing has ever killed discussions so quickly.

changoplatanero

11 hours ago

You're right that its only in rare circumstances that it is attractive to the other side and in fact OpenAI has yet to announce any such deal.

jasfi

8 hours ago

Likely if they sponsor a ton of tokens.

lachlan_gray

12 hours ago

Does this mean I get to take a cut for assisting their training data?

palmotea

7 hours ago

> Does this mean I get to take a cut for assisting their training data?

No. You see, the money is supposed to go to Altman.

dsr_

12 hours ago

If only someone could come up with a way to make a significant profit with LLMs by doing something useful with them, OpenAI would be saved!

Instead, it's advertising and speculation.

walterbell

12 hours ago

Matt Levine (Dec 2025), https://archive.is/S3MPq

> Your business model might end up being sort of a … startup incubator or private equity firm; you’d spend your time starting or acquiring companies on which the robot could work its magic. Your business model would be “general business, but with AI”.. Either it will sell AI at high margins to lots of businesses, or it will sell AI at lower margins to lucrative businesses that it owns.

cbracketdash

12 hours ago

Are there credible sources for these claims?

grammarxcore

5 hours ago

We have the same insight into the sources as we do OpenAI’s finances.

jpster

10 hours ago

These type of stories are typically attributed to anonymous sources. So it’s impossible for a reader to conclude anything about the sources’ own credibility. So they usually rely on the credibility of the reporter or media org who’s published about it.

The Information is also reporting on this, but paywalled. IMO The Information does solid reporting.

https://www.theinformation.com/newsletters/applied-ai/openai...

Editing to add some of the Information’s reporting: > Speaking at a panel at Davos moderated by The Information CEO Jessica Lessin, Friar suggested that in the field of drug discovery, her company could, for instance, take a “license to the drug that is discovered” using OpenAI’s technology. In other words, OpenAI would take a profit-sharing stake in the financial upside its AI creates for customers.

> Friar is no doubt familiar with older AI drug discovery firms such as Recursion that struck deals with pharmaceutical firms to give them big bounties for successful drugs identified by their tech. There aren’t many, if any, examples of such successes yet, though.

> OpenAI isn’t the only firm eyeing this opportunity. Its rivals Anthropic, Google DeepMind and Isomorphic Labs, an Alphabet subsidiary focusing on using AI for drug discovery, have also held discussions with early-stage biotechnology startups about data licensing or partnerships.

gmd63

12 hours ago

This is like book publishers asking to take a slice of your income due to presenting you with the information you studied to become proficient. Except the book publishers actually helped to create the information that helped you and didn't steal it.

fullshark

12 hours ago

As non-profits are known to do

mikeaskew4

12 hours ago

Cant wait for the lawsuits on this one. Hoo boy

plagiarist

12 hours ago

How will they enforce this? The content coming out of the LLM cannot have copyright.

cluckindan

12 hours ago

And just like that, the bubble burst.