SOXL jumps 17%, METR's Anthropic speed audit, and the streaming recsys question

Chips roar back, an outside audit clocks a frontier lab's speed, and we coach you through a classic staff-level recommender design question. Markets: SOXL up 17.18% to $47.89; VGT up 2.65% to $109.90; QQQ up 2.35% to $662.25; VUG up 1.92% to $82.99. It was a relief rally led by semiconductors. AI news: METR's heavily redacted report finds Anthropic building AI about twice as fast as a year ago and using its Claude models to speed development of future models. Interview Tip of the Day: Design a recommendation system for a streaming home page, covering candidate generation vs ranking, features and labels, cold-start titles, position bias in click logs, and avoiding popularity-only recommendations. Did You Know: A weekend Raspberry Pi doorbell camera that tells you who or what is at the door. Questions or feedback: [email protected]