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 plans to take a cut from the profits generated by its AI technology used in drug discovery [3][4][5]. Group 1: Financial Performance and Funding - OpenAI's API business has reportedly added over $1 billion in Annual Recurring Revenue (ARR) in the last month [1]. - The company is seeking to raise $50 billion, with a new valuation expected between $750 billion and $830 billion [3]. Group 2: Business Model Transformation - OpenAI is considering a transition from a "tool-selling" model to a "profit-sharing" model, indicating a desire to earn revenue based on the success of its clients' applications of its technology [3][4]. - This shift could significantly alter the cost structure for startups that build businesses using AI APIs, as they may now have to account for profit-sharing in their financial models [4]. Group 3: Industry Implications - The potential for OpenAI's profit-sharing model to become an industry standard raises concerns about the implications for businesses relying on AI tools, similar to how Adobe's model could affect designers using Photoshop [4]. - OpenAI is actively seeking private data authorization in the pharmaceutical sector to enhance its AI models, indicating a strong interest in integrating AI into drug development processes [5][9]. Group 4: Competitive Landscape - OpenAI is not alone in this space; competitors like Anthropic and Google DeepMind are also exploring partnerships with biotech startups for data licensing and collaboration [10]. - The competition in AI-driven drug discovery is intensifying, with various companies vying for partnerships and data access to enhance their AI capabilities [10]. Group 5: Future Prospects - OpenAI's CFO has hinted at the possibility of applying the profit-sharing model in other sectors, such as energy and finance, suggesting a broader application of this strategy beyond pharmaceuticals [11]. - The enthusiasm for AI as a research tool is growing, with scientists recognizing the potential of large language models to assist in various fields, despite existing limitations [12].