zlacker

That's not really true. Commercial weather prediction has reached the market, and a drug (sorry, can't find the new s link) that was found by AI-accelerated drug discovery is now in clinical testing

>>incogn+(OP)
The reason why vertical integration is important for AI investment is that if AI is commoditized, then that AI-acceleration will costs pennies for drugs that are worth billions.

I don't see how OpenAI or Google can profit from drug discovery. It's nearly pure consumer surplus (where the drug companies and patients are the consumers).