alt Hacker News> Think more of “a pharma lab wants to explore all possible interactions for a particular drug”
Pharma does not trust OpenAI with their data, and they don't work on tokens for any of the protein or chemical modeling.
There will undoubtedly be tons of deep nets used by pharma, with many $1-10k buys replacing more expensive physical assays, but it won't be through OpenAI, and it won't be as big as a consumer business.
Of course there may be other new markets opened up but current pharma is not big enough to move the needle in a major way for a company with an OpenAI valuation.
My claim is that there will exist some company which pharma is willing to trust for AI research…they presumably trust Microsoft with their email today.
But my bigger claim is that ~half the Fortune 500 will be able to profitably deploy AI with spends in the tens or hundreds of millions per year quite soon. Not that pharma itself is a major contributor to that effect.