Russell Samuels

events suggest boring co may be deeply under appreciated

The end of a certain sort of doomerism thefp.com/p/paul-ehrlich…

Speedround: Oscars unwatchable. Dune1 legendary. Hyperliquid underrated. XLE hedge, shoulda hedged.

run1

Helicopter Money cc: @MargRev

?

Robots. 1 country > ROW.

Alamos Gold should put their ticker up for auction

x-files 2026

end of an era wsj.com/finance/invest…

@mazdak I’ll try that

@RussSamuels I use Raycast AI for that

when grok desktop app

@mazdak True but still like that ChatGPT floating interface + keyboard shortcut

@RussSamuels Save it from Safari. Works well

The incumbents theglobeandmail.com/business/econo… cc: @felixhealthca

Elon just dropped a MAJOR nugget on how Tesla is going to be training Optimus to do real world tasks. They are building an Optimus Academy, which is a large scale, dedicated real-world training facility to accelerate the development of Optimus. The Academy will deploy thousands of Optimus units, potentially 10,000 to 30,000 robots, in a controlled realistic environment where they perform self-play, experiment with tasks, iterate on behaviors, and continuously generate training data through trial and error. The Tesla bots will also run millions of simulations in Tesla’s high-fidelity physics-accurate engine, allowing Optimus to close the “sim-to-real gap” by using these real-world observations to refine and validate the simulations! “You’re actually highlighting an important limitation and difference from cars. We’ll soon have 10 million cars on the road. It’s hard to duplicate that massive training flywheel. For the robot, what we’re going to need to do is build a lot of robots and put them in kind of an Optimus Academy so they can do self-play in reality. We’re actually building that out. We can have at least 10,000 Optimus robots, maybe 20-30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator, a physics-accurate reality generator, that we made for the cars. We’ll do the same thing for the robots. We actually have done that for the robots. So you have a few tens of thousands of humanoid robots doing different tasks. You can do millions of simulated robots in the simulated world. You use the tens of thousands of robots in the real world to close the simulation to reality gap. Close the sim-to-real gap.”

Real Nostalgia

swarm of molts > centralized datacenter AI ? ?

“I’m really excited about the partnership between him and Bessent,” Druckenmiller said. “Having an accord between the Treasury secretary and Fed chair is ideal.” Source: FT article, released 55 minutes ago. Link below 🤔