None of that has reached the market yet. If it was up to the sciences alone, AI couldn't bear the weight of its own costs.
It also needs to be vertically integrated to make money, otherwise it's a handout to the materials science company. I can't see any of the AI companies stretching themselves that thin. So they give it away for goodwill or good PR.
Science in general tends to be subsidised and given away because as basic understanding of the world is hard to monopolise. I'm not sure how Einstein would have done a general relativity startup.
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
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).
It also needs to be vertically integrated to make money, otherwise it's a handout to the materials science company. I can't see any of the AI companies stretching themselves that thin. So they give it away for goodwill or good PR.