Enrique Abeyta:

Is DeepSeek a Deep Fake? Elon Thinks So

On January 20, the same day as President Trump's inauguration, a Chinese AI start-up (founded by a Chinese hedge fund manager) released a new AI model called “R1”. They claim they developed the model with an investment of only $6 million and that it uses 80% less compute resources (including power) than existing models.

If you believe that they have achieved models just as good at a fraction of the cost and resources, then it means that the massive investments made in AI by technology companies have been way overdone. This would be a disaster for the stock market and investors.

So, the big question is this: is it all true?

Do we really believe that DeepSeek achieved its AI purely through "innovation"? For just $6 million? Do we think it was a coincidence that this product was launched on the day of Trump’s inauguration? The answer to each of those questions is an unequivocal NO.

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James Altucher:

Quantum Isn’t What They Told You

I’ve spent years trying to understand quantum computing. To help me understand it, I brought in the big guns on my podcast: Nicolas Alexandre Roussy Newton and Gavin Brennen.

Nicolas is the co-founder of BTQ Technologies, a company dealing with quantum security. Gavin is a theoretical physicist and professor at Macquarie University in Sydney, who specializes in, well, quantum stuff. And they tried—very patiently—to explain quantum computing to me.

According to them, the key to all this is something called superposition – which means that instead of just being a 0 or a 1, a quantum bit (qubit) can be both at the same time. This lets quantum computers solve certain problems exponentially faster than regular ones.

BUT… here’s what most people get wrong. Quantum computers will NOT replace regular computers, and they don't magically find answers. Even so, quantum computers could BREAK cyberspace. Should we be excited or terrified? The answer is both.

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Davis Wilson:

Choose Your Fighter: DeepSeek vs. Elon, Altman, Tan, & Gelsinger

Chinese AI company DeepSeek claims its models are 20 to 50 times cheaper to train and run than those from OpenAI, challenging the assumption that cutting-edge AI requires massive spending on Nvidia’s most advanced chips.

This breakthrough has sent shockwaves through the AI industry, causing Monday’s massive selloff in AI stocks as investors reassessed the future of AI infrastructure spending. In the other corner, we have America’s tech heavyweights doubling down on high-powered AI infrastructure and the need for more compute than ever before; in the other corner, mysterious DeepSeek.

Now that the news is out and AI stock prices are (still) lower, we face a choice: Do we trust DeepSeek, a company with questionable transparency and government ties? Or do we believe in the U.S. tech leaders who are putting their money where their mouths are?

I believe the choice is clear.

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