Comment by snek_case

6 hours ago

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.

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"

  • Thr pharma parallel to what tech is doing is replacing clinical trials with AI review. Im not so sure its the same thing.

    • 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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