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Breaking: Renaissance Technologies just filed its Q3 2026 13F They sold 99.7% of their Nvidia $NVDA, weeks before the Jensen Huang scandal Here’s everything you need to know about its recent 13F Top 10 positions: 1. Micron $MU: $1.62B 2. Advanced Micro Devices $AMD: $1.21B 3. United Therapeutics $UTHR: $908M 4. Intel $INTC: $835M 5. Alphabet $GOOGL: $828M 6. UnitedHealth $UNH: $817M 7. Exelixis $EXEL: $747M 8. VeriSign $VRSN: $649M 9. SpaceX $SPCX: $621M 10. Corcept Therapeutics $CORT: $559M New positions: • SpaceX $SPCX: $621M • Bank of America $BAC: $351M • Goldman Sachs $GS: $245M • VanEck Semiconductor ETF $SMH: $186M • Booking Holdings $BKNG: $183M Biggest adds: • SanDisk $SNDK: +5,451% shares • Micron $MU: +619% shares • UnitedHealth $UNH: +507% shares • Advanced Micro Devices $AMD: +140% shares Biggest trims: • Nvidia $NVDA: -99.7% shares, was $1.42B • Meta $META: -99.9% shares, was $1.14B • Apple $AAPL: -99.8% shares, was $459M • Amazon $AMZN: -99.5% shares, was $546M • Palantir $PLTR: -71% shares, was $883M Full exits: • Blackstone $BX: was $185M • S&P 500 ETF $SPY: was $164M • Marvell $MRVL: was $151M • Danaher $DHR: was $145M Summary: Renaissance dumped almost all of its Nvidia, Meta, Apple and Amazon and moved the money into memory chips, AMD and SpaceX

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

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Looking at 5 years of Google Flights data: book your holiday travel ASAP! ✈️ Fares for Thanksgiving are lowest 21-57 days out – making Oct the prime booking window. Other tips: > Sweet spot for Christmas travel is late Oct–mid Nov. > Spring break prices are lowest 50 days before departure. > Summer vacation best prices hit 21 days before departure

Je trouve un hotel chouette, 160 euros la nuit. Je trouve leur numéro et j'envoie un SMS: Bonjour ! Nous aimerions beaucoup séjourner dans votre hôtel demain soir pour une nuit. J’ai trouvé votre établissement sur Booking, où le tarif actuel est de 160 €, petit-déjeuner inclus. Étant moi-même propriétaire sur Booking, je connais très bien le montant élevé des commissions prélevées par la plateforme. Je me suis donc dit qu’il pourrait être plus intéressant pour nous comme pour vous de réserver directement auprès de votre établissement et de vous payer en espèces. Pourriez-vous nous proposer un meilleur tarif en réservation directe, petit-déjeuner inclus ? Merci beaucoup, et au plaisir, je l’espère, de vous voir demain ! Réponse : 90 euros. Arrêtons de nourrir la bête.

Aviation has a $22B+ payments bill. A 2024 estimate by IATA and Edgar, Dunn & Company put airline payment volume at ~$977B—and the cost of processing it at $22.2B. Moving money is a material operating cost. MeridianX is building an onchain clearing layer for aviation supply chains, with USDC settlement designed for T+0/T+1 cycles. → Settle cross-border ticketing flows faster → Track settlement onchain → Free up cash for the next booking cycle This is where stablecoins meet real aviation demand.

Dot, Muse, Grok Bot, and Hermes are all EXCELLENT agents They all have their own strengths and weaknesses, so you need to know which to use for each task Here is each agent, and when you should be using them: GROK BOT- best agent for heavy knowledge work Strengths: Because you can create many different agents with many different contexts, skills, and memories, you are able to get a wide plethora of work done really really well Weaknesses: Grok 4.7 is a great model, but not frontier. Also not much usage on cheaper plans. Who it's for: People who have a diverse set of responsibilities and tasks they need to get done META MUSE: best agent for getting personal tasks done online Strengths: Lightning fast, free, and by far the best agent at navigating the internet. Can just 'figure it out' for getting tasks done in browsers Weaknesses: Not great at coding. Model is lightning quick, but not the smartest or most creative. Weaker at knowledge work because of this. Who it's for: The best 'personal assistant' agent. Booking reservations, finding flights, filling out forms, unsubscribing from websites. The more 'normie' type use cases. Also it's free. So anyone on a budget. HERMES: Open source, fully customizable, do anything assitant Strengths: Fully open source and customizable. Anything you want to change in the agent, you can just change it. Use any model or subscription. Does almost anything you ask without many guardrails. Also a smaller decentralized team supporting it, so it's always great to support the rebels Weaknesses: No mobile app. Because it's open source and fully customizable, it's not always the most reliable if you tinker too much Who it's for: tinkerers who want full control over their agent. Also great for the local model community and people with their own home AI labs. My Hermes maintains all my networks and equipment for me better than any other agent DOT: Your ultimate AI agent project manager Strengths: The smartest model in the best harness. You get Astra capabilities with best in class ChatGPT tools like Voice, Spaces, and Codex. Can manage all your Codex threads for you and see your projects to completion. Also has ALL of your ChatGPT memories out of the box, so no onboarding needed Weaknesses: Feels rushed. Lots of rough edges at the moment. Slowest agent. Has trouble with computer and browser use more than you'd like. Tokens in the Dot chat are free, but can heavily burn tokens when managing Codex threads. Who it's for: Builders who do a lot of coding. ChatGPT power users. Anyone who has long running tasks they'd like an agent to project manage for you If you put the right agents on the right tasks, you'll have super powers. I use all 4 of these every single day, and switching between them is a breeze They're all also EXCELLENT agents, so if you can only use one, using any of them is good enough. You can choose literally any of these 4 as daily drivers and you'll be way more productive than the average person Just make sure you're USING them, and not just reading about them.

5/ 以及： －place-recommendations －presentations －proactive-value-creation －restaurant-booking －restaurant-recommendations －rideshare －scheduling －shopping －speaking －wake-subscriptions AI Agent 正在从“回答问题”，走向直接操作现实世界的服务。

Here is the prompt on how I did this edit The edit was done with @TopviewAIhq web I edit the prompt with Claude Edit @Video1. Keep the original video exactly as is: the same person, face, body, clothing, pose, motion, timing, camera movement, and framing. Do not alter his movement or appearance in any way. Change 1 (background): Replace the entire background with the police mugshot height-chart wall from @Image1: gray backdrop with horizontal height lines and measurements. Keep the chart fixed behind him in perspective, and let it shift naturally with the camera movement. Match the lighting on him to the new setting. Change 2 (held object): Replace the paper he is holding with the black letterboard sign from @Image2 (white letters reading "BROKE CONTENT CREATOR", silver frame). He holds it the same way the paper was held, in the same hand position, at the same angle, and it follows every movement of his hands. Keep the text sharp and readable throughout. Change 3 (camera flash): As he turns, add bright white camera flashes hitting him, like a police booking photo being taken. Short, sharp flashes that briefly light up his face and the sign, with subtle overexposure, then fade back to normal. Style: realistic, cinematic, gritty booking-photo look. No changes to the subject's identity, outfit, or motion. Keep the original video's duration and pacing.

this is how instinct works under the hood - agent loop outside of the sandbox (running on the backend server) - executing commands and controls file system on a sandbox - backs up git memory folder to S3 bucket available skills: - agent-mail - authenticator-codes - browser-management - browser-use - bug-report - company-identity - data-privacy - deep-research - document-signing - files - flight-booking - food-ordering - gamepigeon - google-docs - i2i-management - instinct-faq - instinct-guides - mac-computer-use - messaging - onboarding - place-recommendations - presentations - proactive-value-creation - restaurant-booking - restaurant-recommendations - rideshare - scheduling - shopping - speaking - wake-subscriptions