- 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.
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.
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.
> 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.
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.
This sounds like the "idea guy" claiming you owe him money after you do all the work.
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.
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
Except in reverse: now the idea guy gives prompts and AI does all the work.
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.
Why would it ever be attractive to the other side?
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.
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.
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.
Does this mean I get to take a cut for assisting their training data?
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.
Are there credible sources for these claims?
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.
As non-profits are known to do
Cant wait for the lawsuits on this one. Hoo boy
How will they enforce this? The content coming out of the LLM cannot have copyright.
Big if true. There's another article that seems to report more details, but it's paywalled. There's a summary here: https://old.reddit.com/r/LinusTechTips/comments/1qkae55/open...
And just like that, the bubble burst.