OpenAI 收购初创公司 Orchestra Bio，加码布局生物科技业务

OpenAI 周二在其官网宣布，已收购成立四年的 AI 生物科技软件初创公司 Orchestra Bio。交易的具体条款未予披露，但据报道，截至 2025 年，该初创公司已从 Andreessen Horowitz、Atria 和 8VC 等投资方筹集了约 2000 万美元。

Orchestra 致力于构建 AI Agent，帮助生物科技公司管理药物研发运营中的细枝末节，涵盖从跟踪财务状况到解决临床试验排期问题等各项事务。

OpenAI 表示，将吸收 Orchestra 的团队和技术，共同投入到其面向生命科学研究的 AI 模型 Rosalind 以及配套的 Rosalind Workbench 工具的研发中。Rosalind Workbench 是一套旨在帮助研究人员规划实验并分析结果的工具套件。OpenAI 称，Rosalind 已经赢得了数家知名客户，包括 Moderna 和 Novo Nordisk。

此次收购是一个经典范例，展现了顶级 AI 实验室（即 OpenAI 和 Anthropic）如何针对制药等最大体量的行业构建越来越多的专用软件。在初创企业界，一直存在一种担忧，即这些 AI 实验室随时可能推出新功能并直接转化为竞争对手；而在本案中，Orchestra 则是被巨头吸收接纳，而非遭到挤压淘汰。

OpenAI on Tuesday acquired a four-year-old AI biotech software startup called Orchestra Bio, the company announced via its website. Terms of the deal were not disclosed, but the startup had reportedly raised around $20 million as of 2025 from backers like Andreessen Horowitz, Atria, and 8VC.

Orchestra creates AI agents that help biotech companies manage the minutiae of drug discovery operations, from tracking finances to resolving scheduling issues with clinical trials.

OpenAI says it’s adding Orchestra’s team and technology to work on Rosalind, its AI model for life sciences research, and to its related Rosalind Workbench tool, a harness that aims to help researchers plan experiments and analyze results. OpenAI has already won some big names as customers for Rosalind, including, it says, Moderna⁠ and Novo Nordisk⁠.

The acquisition is a classic example of how the biggest AI labs (namely OpenAI and Anthropic) are building ever more software for the biggest industries, like pharma. In the startup world, there is an ongoing fear that at any moment, the labs will launch new features and become competitors. In this case, Orchestra is getting absorbed, rather than stomped out.