Weekly Dose of Optimism #182

Curation covering batteries, fusion, psychedelic medicine, Stripe economics, and nutrigenomics.

Curated Topics

1. Form Energy $1B Google Order -- 30 GWh iron-air battery system for Google data center; 100-hour storage at ~10% cost of lithium-ion; manufactured in West Virginia
2. Proxima Fusion Stellarator -- MoU for first commercial stellarator fusion plant in Bavaria; software-enabled design of previously too-complex reactor geometry
3. Psilocybin Breakthroughs -- Compass COMP360 3-for-3 on Phase 3 trials for treatment-resistant depression; Johns Hopkins pilot shows 40% symptom reduction for post-Lyme disease
4. Stripe 2025 Annual Letter -- $1.9T payment volume (+34% YoY); 1.6% of global GDP; new business cohorts growing 50% faster; agentic commerce framework; stablecoin volume doubled
5. Vitamin B2/B3 Nutrigenomics (Arc Institute) -- CRISPR screen identifies NAXD disease treatable by vitamin B3; 40x lifespan increase in knockout mice

RDCO-Relevant Items

• Stripe agentic commerce: five-level framework for agent-driven purchasing directly relevant to automated systems design
• Form Energy: iron-air batteries as data center power backup; RDCO infrastructure awareness
• Arc Institute methodology: systematic CRISPR screening as analogy for systematic data exploration