Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking... "How is Serenity"? I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break. I remember saying physical AI + world models would major shift way back when, so maybe I should have invested in private companies at the time... Apart from that... other interesting news: - Some channel checks from ECOC was that $NVDA apparently secured 50% of $LITE Greensboro UHP laser capacity? And possibly contracts that allow them to secure the remaining capacity per Barclays. That's $5B in lasers (annual capacity)... so it's hilarious to see Nvidia go out and bottleneck the rest of the industry by doing this. But this just puts more strategic value on other merchant laser suppliers + more visibility for Lumentum. It's kinda game theory over allocation, since if you secure all the HBM, lasers, and others it inadvertently makes it much harder for competitors to scale their programs. - Then there's your massive $150B Nvidia authorized buybacks (just look at $AAPL when they did buybacks..) They're printing too much. - What's also interesting is that Samsung Electro-Mechanics is expanding their FC-BGA substrate capacity today... but customers are the one funding this. I also remembered $MRVL in SEC filings cited large body substrates as one of the core bottlenecks of their program (alongside $TSM sole source dependencies). So they also went out and did some other expansion agreements with related companies like AT&S recently. - OpenAI delaying Astra-6.1 October release over safety concerns just now. Nvidia also happened to launch an AI safety platform. I don't think this is meaningfully bearish that the models are just getting 2 good.

About 71% of hiring managers say that their company uses ATS, according to Resume Genius. And nearly four in 10 hiring managers allow the applicant tracking systems to fully screen out candidates based on pre-set criteria. With ATS being the gatekeeper between you and your dream job, the immediate question is, how do you manage to convince it that you’re a close enough fit to be considered for a first stage interview?

Thane, Maharashtra: The Maharashtra Anti-Terrorism Squad (ATS) apprehended Sanjay Sarju Yadav alias Godaram Yadav, a 45-year-old Zonal Committee Member of a Naxalite organisation, from Thakurli in Thane district. He was carrying a ₹10 lakh reward announced by Jharkhand Police and had allegedly been hiding at the location for 10 days. He was handed over to Jharkhand Police, who subsequently arrested him.

Iconic Sale on GONDI: “hello admin dm me” by XCOPY sold for 157,000 USDC. Congrats to @ats_eth on acquiring an iconic grail. 🥂 Facilitated by @eli_schein. Collectors are making moves while grails are still within reach.

MoonPay is buying Utah-based brokerage firm North Capital for $60M in stock. It acquires the licensing for a full tokenization stack: broker-dealer, ATS, transfer agent, RIA The SEC opened the doors for onchain stock trading last week, and MoonPay is paying to play.

LeveL Markets runs hundreds of millions of shares a day across 7,000+ symbols for 2,500+ clients — the 3rd-largest U.S. ATS by volume. Now it anchors Nasdaq's new Digital Liquidity Networks unit. Nasdaq’s Roland Chai discusses the deal:

You’re treating every job application like it matters. You research the company, tirelessly match keywords and follow all the online advice to optimize your resume for ATS. But what if that effort is being poured into jobs that don’t even exist? Here’s how you can get around “ghost jobs” and stop wasting your time:

One of the great things about working at a startup is we get to do everything in an AI-native way No legacy tools, no cumbersome processes, just design it the way it should work in the age of AI We built our hiring process this way: >applicants apply on website >data is ingested into the ATS we built on top of our company brain (no need for external software) >agent reviews each applicant, scores against a rubric, updates the candidate card, decisions those that don't need human judgement >agent pings one of us in Slack for human actions needed >each morning agent executes a workflow that sends a personalized daily report with prep for interviews on the calendar and any outstanding actions Then at any time the Codos company brain can be queried for status on any applicant, metrics on any job posting, or anything related to hiring and all the dots will be connected This is the way