Davis Wilson:

Urgent – Stocks Plummet Thanks to DeepSeek

The stock market is plummeting this morning. DeepSeek, a Chinese artificial intelligence upstart, has sent shockwaves through the AI sector.

The company's ability to train high-performing AI models at a fraction of the cost and without top-tier chips from Nvidia and others has triggered a reassessment of AI spending expectations.

As a result, leading AI and semiconductor stocks are tumbling, and investors are scrambling for safety. Nvidia, Marvell, and Broadcom are all down 10%+ as I write this.

But is this really the end of the AI boom? Some analysts believe that as AI becomes more ubiquitous, companies will still need vast computing power, suggesting that the long-term demand for chips should remain robust. Whatever the case, the market is in a deep freakout mode, which presents us with the opportunity we’ve been waiting for.

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James Altucher:

Destination Mars

With President Donald Trump beginning his second term, buttressed by the CEO of the world’s most powerful private space company, humanity’s corporate-driven future on the Red Planet may be closer than ever before.

But what does SpaceX CEO Elon Musk, Trump's partner in space exploration, envision for Mars?

In a plan recalling the 17th century Virginia Company and the early Jamestown colony, Musk foresees a "Marslink"-enabled Red Planet dotted with outposts that could resemble those early company towns that sprang up on America’s frontiers. SpaceX general counsel David Anderman said he was even drafting a Constitution for Mars.

Under Trump's new administration, there's now a clear path that could lead to Musk's vision of a sovereign Mars – a path that blends national interests and private enterprise.

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Ray Blanco:

Sam Altman Reportedly Backs $1B Round for AI Healthcare Startup Retro Biosciences

Retro Biosciences Inc., a startup using AI to discover new drugs, is reportedly raising $1 billion in funding to support its research. OpenAI Chief Executive Sam Altman, who provided the startup's initial $180 million in funding, is participating in the investment.

Retro launched in mid-2022 with the goal of extending the average human lifespan by 10 years. The company’s work reportedly focuses on Yamanaka factors, four proteins that have emerged as a major focus for longevity researchers. The proteins are capable of turning a human skin cell into a stem cell. Retro believes that this phenomenon could help reverse aging.

Retro revealed that it’s working with OpenAI to tackle the challenge. The companies have developed a small language model called GPT-4b micro that can research ways of enhancing Yamanaka factors and making them up to 50 times more effective.

Retro plans to use its new funding to support the development of three new therapies. One focuses on rejuvenating blood cells while another is designed to treat Alzheimer’s disease. The third therapy is reportedly set to begin early-stage clinical trials in Australia later this year.

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