Mollick argues AI labs may enter finance and biotech on internal-model gap
Overview
Ethan Mollick argues on X that OpenAI and Anthropic will be increasingly tempted to enter finance and biotech by exploiting the gap between their internal models and the models they release, attributing the gap to safety concerns and research advantages.
He says no good measure of that gap exists and suspects it has grown over the past year, especially after the temporary Fable ban. This is Mollick's argument, not a reported plan by either lab.
Separately, Andrew Curran says OpenAI, Anthropic and Google are all leaning heavily into biology, without naming a product, date or evidence.
A later X post reports that OpenAI acquired Orchestra, an operational platform for drug programs, and that Anthropic released vignettes on Claude helping teams speed drug development along with its acquisition of Mithril Medicines. The author argues the labs' motivations are not primarily financial but aim to prove new human-AI collaboration methods for physical-world productivity.
Written by AI from the articles below · updated Oct 30, 10:06 AM ET
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Developments
4 developments
- Oct 30, 8:58 AM ET · 1 articleMollick suspects a growing gap between lab-internal and public AI modelsEthan Mollick: Mollick suspects a growing gap between lab-internal and public AI models
- Oct 30, 5:18 AM ET · 1 articleFrontier AI labs are moving into biotech to speed up drug R&DX search: AI startup funding (we raised, seed, Series A): Frontier AI labs are moving into biotech to speed up drug R&D
- Oct 23, 10:39 PM ET · 1 articleOpenAI, Anth, and Google are all leaning heavily into bio. I know people are skeptical about results in this area, and I understand why, ...Andrew Curran: OpenAI, Anth, and Google are all leaning heavily into bio. I know people are skeptical about results in this area, and I understand why, ...
- Oct 23, 1:19 PM ET · 1 articleAI labs may enter finance and biotech using internal model advantagesEthan Mollick: AI labs may enter finance and biotech using internal model advantages
Article timeline
The articles in this story. Times are ET.
Ethan Mollick@emollickXMollick suspects a growing gap between lab-internal and public AI modelsAIEthan Mollick says there is no good measure of the gap between the best internal models at AI labs and the best publicly released model. He suspects the gap has grown over the past year, especially after the temporary Fable ban.
Egan Peltan@EganPeltanXFrontier AI labs are moving into biotech to speed up drug R&DAIOpenAI acquired Orchestra, an operational platform for drug programs, and Anthropic released vignettes on Claude helping teams accelerate drug development along with its acquisition of Mithril Medicines. The author argues the labs' motivations are not primarily financial but aim to prove new human-AI collaboration methods for physical-world productivity. The post notes that drugs deliver lasting benefits, while drug development takes years, as with Eli Lilly's retatrutide, which entered Phase 1 in 2019.
Andrew Curran@AndrewCurran_XOpenAI, Anth, and Google are all leaning heavily into bio. I know people are skeptical about results in this area, and I understand why, ...AIbut I honestly believe that if you are reading this, there is a non-trivial chance that (if you want to) you will live for a very long time.
Ethan Mollick@emollickXAI labs may enter finance and biotech using internal model advantagesAIEthan Mollick argues that as labs' internal models pull ahead of released ones due to safety concerns and research advantages, OpenAI and Anthropic will be increasingly tempted to exploit that gap by entering new markets, especially finance and biotech.
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