# Social Media is Melting Down Over This OpenAI Headline (Here’s the Reality)

## Метаданные

- **Канал:** TheAIGRID
- **YouTube:** https://www.youtube.com/watch?v=RfoutUj6MVg
- **Дата:** 27.01.2026
- **Длительность:** 9:18
- **Просмотры:** 7,612

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https://www.theinformation.com/newsletters/applied-ai/openai-plans-take-cut-customers-ai-aided-discoveries

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## Содержание

### [0:00](https://www.youtube.com/watch?v=RfoutUj6MVg) Segment 1 (00:00 - 05:00)

So, OpenAI plans to take a cut of customers AI discoveries and this is causing a bit of outrage. So, let's dive into this. So, this is the latest story. Well, not the latest story. It's actually a few days old and I should have made a video on this, but this is a story which has a lot of people questioning OpenAI's motives and essentially calling them out in terms of this kind of practice. Now, to be honest with you guys, this isn't that crazy of a deal. I will dive into more of why that is the case, but I think it's important to understand exactly the entire picture here before people get too, you know, worked up about what OpenAI is doing. And I'm going to dive into that right now. So, this is an article from the information which is a very reputable source when it comes to AI news. And they say, even as OpenAI begins a herculean effort to generate billions of dollars in chatbot ad revenue in coming years, the CFO Sarah Frier is discussing the next business opportunity, value sharing. So, as most of you guys know, the AI bubble, it's starting to crack, not pop. And I think a lot of these companies are starting to realize that, look, we need to find a way to be able to generate money from these AI services and products. And so, one of the ways they're doing that is through value sharing. So, let's dive into exactly what that is. So they said speaking at a panel at Davos moderated by the information CEO Sarah Fry suggested that in the field of drug discovery, OpenAI could for instance take a license to the drug that it discovered using OpenAI's technology. In other words, OpenAI would take a profit sharing stake in the financial upside it creates for its customers. Now let me actually break this down because this was the screenshots part of the article that had everyone running wild on Twitter saying that what on earth is going on. So, OpenAI's proposed model is essentially this. Let's say a pharma company uses Chat GBT and pays like monthly subscription. And let's say they use OpenAI to help discover a new drug through analyzing research papers, suggesting molecular structures, predicting protein interactions, and running simulations. And let's say that the drug works and it gets FDA approved and it makes a billion dollars in sales. OpenAI is essentially saying that they would want a certain percentage of that because the AI chatbt helped them discover this and that means that OpenAI would get paid twice which is where number one you get your monthly fees just like normal SAS then of course you'd get a percentage of the profits which is the new part that they're proposing. Now of course this is pretty tricky because how does OpenAI prove that the AI was essential to the discovery? They'd probably need special contracts up front saying if you discover drugs using our AI we get a certain percentage. Now, this is the problem with this kind of thing is that how does OpenAI prove their AI was essential in the discovery. They'd probably need some kind of special contract saying that, you know, if you discover drugs using AI, we get a certain percentage. Now, the reason that everyone is, you know, mad at this is because it's kind of like Microsoft Word saying that we want 5% of any book you write using Microsoft Word. And that of course doesn't make sense. Like imagine Excel saying, you know, if you use Excel to do something, we want some of the profits. I mean it doesn't really make sense. Okay. Now, of course, there is, you know, AI generated discovery that does happen and those partnerships do exist, but I think that it's going to be super tricky to do with generative AI unless OpenAI creates a specific lab like Google did because this is where you start to get into some really tricky legal areas. And we do have to note the fact that like if OpenAI doesn't roll this out correctly, a lot of those drug companies are just going to go to either Anthropic or Google. Now, let me show you guys an example of this working in practice that has worked previously. So, let's say we've got this big pharma company which is, you know, Sanifi and they pay an AI drug company called X Science Tier and this is because Sanifi wants X Science Tier to help them discover new drugs faster. So, they actually paid them $1. 2 billion. Okay. And essentially how it works is that they'll pay the AI drug company $1. 2 billion if it helps make successful drugs. So they basically do it like a kind of payment plan where you get $100 million up front to start working. Then later you get payments at certain dates of how far along progress has happened. So if the animal test works, here's 100 million more. If the human trials work, here's another 100 million. If FDA approves, here's another 300 million or whatever. So basically how this has traditionally worked is that big farmer pays the AI company but only pays the full amount if the AI actually helps them succeed. But if the drug fails early, the AI company only gets the early payments. And OpenAI basically wants to take what is already existing in the economy and wants to do the same thing. So they want to get paid more if the AI helps you make money. Now, now remember how I said that OpenAI isn't the only company eyeing up this opportunity. This rivals Anthropic, Google Deep Mind, and Isomorphic Labs. an Alphabet subsidiary focusing on AI for drug discovery. And they've already held discussions with early stage biotechnology startups about data licensing or partnerships. And so you can see here that it says Google is thrilled to announce

### [5:00](https://www.youtube.com/watch?v=RfoutUj6MVg&t=300s) Segment 2 (05:00 - 09:00)

Isomeorphic Labs has raised $600 million to turbocharge their mission to solve all disease with the help of AI. Now, if you're wondering how this compares to Opens approach, Isomorphic Labs is doing exactly what OpenAI wants to do, but they're doing it from day one. So, Isomorphic Labs, they've raised, you know, $600 million, which you can see here. And of course, remember guys, this is founded by Google De Mind. It's a serious company and it's built on Alpha 3, which predicts protein structures. Now, they already have licensing deals with Eli Liy and Novaratis where they get upfront payments, $45 million from Lily, and milestone payments when drugs succeed, and royalties if those drugs do make it to market. Now, so one of the key differences between OpenAI and Google is that Isomorphic was created to do drug discovery. OpenAI is just a general tool trying to add this later. If they want to really compete with Isomeorphic Labs, they would have to create their own AI drug discovery company like a subsidiary if they wanted to do that. And of course, they're going to have to once again raise even more capital. So, will Opening Eye actually do that? Now, remember as well, Google already, well, Isamorphic already have actual farmer partnerships. Isomorphic partners with pharma companies who expect profit sharing. Now, OpenAI would be applying this existing customers to guys who already pay for the tool. though it would be a bit different and remember they build the drugs. Isomorphic designs actual drug candidates runs the trials and OpenAI is just providing the software that customers use and the difference is that biotech companies always work on milestone and royalty deals and software companies don't. So it's going to be super interesting to see how OpenAI starts to enter this race because it is very tricky if they try to do it with their existing structure because it would just create a method that doesn't really exist. Now, of course, you can see that this was one of the main things I've heard is that, you know, the outrage isn't about the BIS business model itself. It's about like the hypocrisy. OpenAI trained on everyone's copyrighted material without the permission, without payment, and now they want to take a cut of what customers create using their tools. And this is essentially where people are saying that look, how can a company take a cut of the IP they helped to create when their software was built on infringing others IP? Now, remember guys, this is just an idea. The reality check is that of course if they were going to do this I'm pretty sure it would be fleshed out in a lot of different ways. But it's super interesting to see that OpenAI are finally starting to try and look at ways that they can generate more revenue because of course these kind of tech products do need to make money. Someone did say that this is another big plus for locally AI hosted models and there's no company taking a cut from your work but I don't think that individuals who are hosting models locally are going to be OpenAI's target market. I think this entire deal and what people are missing about this is that there are only certain problems that are solvable with a large enough amount of compute. One of the things that Sam Alman frequently spoke about in the early days, well not early days but maybe in the last 1 to two years is that scientific discovery is going to be a very large part of how you know chat GBT actually impacts the world. And I think what you have to understand is that a large part of that is of course going to be inferencing for those models. And I think what the actual deal may look like now that I've given it a little bit more thought is that potentially OpenAI says, "Okay, we're going to give you guys maybe $100 million worth of compute for a percentage stake or royalty if these drugs from your company actually do work. " And I think that is something that potentially could work out. Now, of course, if they were doing something where they were going to, you know, take from the average person, that would of course be absolutely insane, and I don't think they would ever do that. So, I think this is how drug discovery gets done because I think, you know, drug discovery, of course, there are many different stages of research and testing and all of these crazy different things that just take an incredible amount of compute that no consumer subscription would probably satisfy. So, I think it's probably going to be in the aspect of maybe here's a $50 million compute budget. If you guys manage to make something cool with it, of course, we're able to get the royalties because we're able to give you that compute budget at a significant discount compared to our competitors. And I think that kind of thing does make sense. I mean, it's going to be super interesting. Like they said, they're just floating this idea around, but it will be interesting to see which one of the companies they do partner up with first and how those deals are structured because the effects of that could definitely impact some of our lives. So it will definitely be

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*Источник: https://ekstraktznaniy.ru/video/12280*