| ▲ | ai-x an hour ago |
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| ▲ | snek_case an hour ago | parent | next [-] |
| 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. |
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| ▲ | ai-x 20 minutes ago | parent [-] | | If you had asked HN 3 years ago what would code-generating market would be, they would have used the exact same reasoning and given us the opinion "Why no one will pay for glorified auto-complete" | | |
| ▲ | xboxnolifes 14 minutes ago | parent [-] | | Thr pharma parallel to what tech is doing is replacing clinical trials with AI review. Im not so sure its the same thing. | | |
| ▲ | Petersipoi 4 minutes ago | parent [-] | | The idea that AI curing cancer, heart disease, aging (you get the idea) won't be a money maker because "clinical trials" is absurd. Of course it will be. Obviously it isn't the same thing as coding agents. But a lot of money makers aren't the same things as coding agents. |
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| ▲ | yellow_lead an hour ago | parent | prev | next [-] |
| OpenAI and Anthropic can't do either of those if they go bankrupt first. |
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| ▲ | ai-x an hour ago | parent [-] | | People are going to be surprised by how obscenely profitable both will be in a couple of years | | |
| ▲ | 0x3f 18 minutes ago | parent | next [-] | | Seems unlikely. All three market leaders have roughly equivalent products, even ignoring the Chinese models. Google is better vertically integrated, as well. They'll end up competing on price, or worst case capacity rationing. | |
| ▲ | xnx 14 minutes ago | parent | prev | next [-] | | Tight competition and "obscenely profitable" rarely go hand-in-hand. | |
| ▲ | andriy_koval 19 minutes ago | parent | prev | next [-] | | if open models get banned | |
| ▲ | 37 minutes ago | parent | prev [-] | | [deleted] |
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| ▲ | da_grift_shift an hour ago | parent | prev | next [-] |
| I love this kind of optimized-for-Xitter drive-by market analysis. Very 2026. |
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| ▲ | ai-x 22 minutes ago | parent | next [-] | | I love how HN ignores past execution results | |
| ▲ | bigyabai 33 minutes ago | parent | prev | next [-] | | I like how someone can ignore that DeepMind invented AlphaFold, while OpenAI and Anthropic have zero experience shipping AI protein folding. This entire industry might be hopelessly tribalist, nowadays. | |
| ▲ | rbtprograms 36 minutes ago | parent | prev [-] | | the word delightful has lost all meaning to me |
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| ▲ | wslh 38 minutes ago | parent | prev [-] |
| 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> |
