"OpenAI CEO Sam Altman highlighted several potential AI revenue opportunities during a conference, including advertising and using the technology to cure diseases by partnering with drug companies. Speaking at Cisco's AI Summit, Altman stated AI-based advertising for mass scale consumer businesses "does seem like a good model, although I think we'll have to be very careful in how we do that"."
"He also noted businesses increasingly want an AI cloud subscription where they partner with a company to handle tasks such as security and context linking. Altman stated businesses seek a general AI platform which allows them to run a lot of AI agents from OpenAI and other AI companies while also gaining access to their APIs. "I think there will be a model there as well," he said."
"Altman also envisions OpenAI spending billions of dollars on AI inference to cure diseases. "We may explore partnerships there where we pay for that cost in partnership with the drug company and then kind of get some royalty on it," he explained. "This is not something we're doing now, but I think the frontier of scientific discovery with AI will require so much capital that maybe we think of ourselves as an investor in some of those cases.""
OpenAI is exploring multiple AI revenue pathways including advertising for mass-market consumer businesses while emphasizing careful implementation. Businesses increasingly seek AI cloud subscriptions that handle security and context linking on partner platforms. Companies also want a general AI platform enabling many AI agents from various providers and unified API access. OpenAI anticipates spending billions on AI inference to accelerate drug discovery, potentially cost-sharing with drug companies and receiving royalties. The frontier of AI-driven scientific discovery may require substantial capital, prompting consideration of investor-like roles in select partnerships to fund compute-intensive research.
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