In 2022, ChatGPT went mainstream. Since then, AI has dominated market narratives. Now, the healthcare industry has entered the age of AI… and what comes next could be great for our health. It could also be great for investors. Healthcare accounts for 17.3% of GDP in 2022. And between COVID, rising healthcare costs, and a decreasing life expectancy… it is a top concern for Americans right now. So if new applications of AI can revolutionize the space, companies will have a captive audience who are ready to pay. More importantly... this is already happening. In 2023, Moderna announced it would be partnering with OpenAI to bring up to 15 new products to the market. Then Color Health, a cancer-detection company, announced it would soon adopt GPT-4o to identify missing diagnostics and construct work-up plans. And recently, OpenAI announced that it will partner with Los Alamos National Laboratory to study how AI can safely assist scientists in laboratories. Each of these opportunities will bring a huge acceleration of progress to their fields. As healthcare spending accelerates, there will be more and more opportunities like this. That’s why I predicted AI will trigger a new “Golden Age” of drug discovery and development. Because OpenAI is just one of the *many* companies proving my forecast true. I expect this transformational technology to improve the plight of humanity… And enrich those willing to take the initiative. Recently, my team recorded a video explaining this thesis and how to get exposure to it. Watch it here. Sincerely,  Eric Fry
Senior Macro-Investment Analyst, InvestorPlace | 
