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Russell Samuels @RussSamuels

Partner @WhitecapVP

Joined November 2010
  • Tweets 5,252
  • Following 5,326
  • Followers 1,489
705 Photos and videos
NatSec AI Era now. AI geo-mil blocs incoming.
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Russell Samuels retweeted
Jeff Weniger
@JeffWeniger
Jun 5
More than half the S&P 500's total value is now in stocks priced above 10x sales. This was once considered an outlandish valuation, as it leaves little room for error. The list includes Nvidia, Apple, GOOG, MSFT, Broadcom, Tesla, Micron, Eli Lilly, AMD, Oracle and 57 more.
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AI>MythosHype>SKM
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SKM reacting well to Anthropic news.
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🤨
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inflation
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the weekly @LukeGromen newsletter is consistently the highest signal reading
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⌛️
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Chariots of the Gods was certainly worth the read
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pre dented. blessthisstuff.com/stuff/wea…

This Suitcase Comes Pre Dented on Purpose

Most luggage is designed to look perfect until the first trip. The Crash Baggage Suitcase takes the opposite approach, arriving already dented and worn, removin

blessthisstuff.com
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$tsla earnings tonight may be weak but forward picture compelling: robotaxi, cybercab, optimus, terafab. expecting a lot more robo than in the past.
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one of those why am i hearing this now qoutes
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.@partnerstack was acquired by @AppDirect ! Having the chance to work with @BryndJones & @lukeswanek over the last 5 years has been a pleasure for myself and the @Whitecapvp team. Real scale, great execution and top tier people. betakit.com/appdirect-acquir… cc: @Whitecapvp
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run3
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If you’re not interested in Watches, this is a great essay on the industry and its history paulgraham.com/brandage.html
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