Sunday Signal: Google DeepMind announces AlphaFold 3, a $1.3 billion exit and reaching critical mass

Deep Dive: The Current State of AI
This week, DeepSeek made headlines by climbing to #1 on the App Store, generating widespread media coverage and heated discussions on X.
We saw this news shift capital markets overnight, disrupting hundreds of billions of dollars in the process. Senior... See more

DeepSeek seems to have created a panic moment within the biggest companies and it should alarm investors.
Costs:
•2,048 Nvidia H800 GPUs: $40-50million
•Training: $5million
If all it takes to beat OpenAI is a maximum of $55million, the industry is becoming... See more