alt Hacker NewsMy 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.
But for 'AI' to be a winner-take-all market, it seems that the winner would have to be using customer data to improve the 'AI'. Not only do you have to believe that one of these (relatively) under-capitalized upstarts can corral the money, but also that they can convince (enterprise) customers to 'fork over' their proprietary data to only one provider, and also that the provider can then charge a monopoly rent.
Those all seem possible, but I wouldn't assign greater than a 50% probability to any of them, and the valuations seem to imply near-certainty.