The thing with drug discovery is that the bottleneck is not coming up with new molecules, etc. It's the multi-year, extremely expensive clinical trials that often don't even succeed. I doubt it will be a big moneymaker for Anthropic and OpenAI, because the best they can hope for is to sell a software product to pharma companies, but the pharma companies already have lots of scientists with a million promising molecules already in study they will never even make it to clinical trials.

In other words, can AI tech help? Probably, but I doubt it's going to be a major money maker, and it won't make a ton of money overnight. It's not like Claude Code where every programmer can begin using it instantly.

OpenAI and Anthropic can't do either of those if they go bankrupt first.

I love this kind of optimized-for-Xitter drive-by market analysis. Very 2026.

It's way too early to pick winners. This industry is still in the opening moves.

For example, today, investors are celebrating Microsoft's Azure growth as evidence that its AI investments are paying off: <https://news.ycombinator.com/item?id=49110965>