OpenAI：以后大家用AI赚的钱，我可能要抽成

Core Viewpoint - OpenAI is shifting its business model from merely selling software to a profit-sharing approach, particularly in the pharmaceutical sector, where it aims to take a cut from the revenues generated by clients using its AI technology for drug discovery [5][4][12]. Group 1: Financial Performance and Funding - OpenAI's CEO, Sam Altman, announced that the company's API business added over $1 billion in Annual Recurring Revenue (ARR) last month [1]. - OpenAI is reportedly seeking to raise $50 billion, with a new valuation expected to be between $750 billion and $830 billion [3]. Group 2: New Business Model - The company is exploring a "value sharing" model, where it would receive a portion of the profits generated from successful drug discoveries made using its AI technology [4][5]. - This shift indicates a move away from simply charging for software usage to a model where OpenAI benefits financially when its clients succeed [5][8]. Group 3: Industry Implications - The proposed profit-sharing model could disrupt the current understanding of AI tools, potentially altering the cost structure for startups building businesses on AI APIs [8]. - OpenAI is not alone in this space; competitors like Anthropic and Google DeepMind are also engaging in discussions regarding data licensing and collaborations in the biotech sector [14]. Group 4: AI in Drug Development - AI is increasingly being utilized in drug development, with several pharmaceutical companies partnering with OpenAI to leverage its models for data analysis and hypothesis generation [13]. - OpenAI is developing specialized AI models aimed at enhancing drug discovery processes, indicating a strategic focus on the biotech industry [14]. Group 5: Future Considerations - OpenAI's CFO, Sarah Friar, hinted at the potential for similar value-sharing arrangements in other sectors, such as energy and finance, suggesting a broader application of this business model [15][16]. - The success of this new approach will depend on the outcome of the current funding efforts and whether OpenAI can maintain investor interest while pursuing these innovative strategies [17].