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When Running Your Own AI Models Beats Paying for APIs - Steven Latré, imec

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Machine Learning

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Judge a Transaction by the Company It Keeps — Somya Rai & MD Sharique, EXL

Judge a Transaction by the Company It Keeps — Somya Rai & MD Sharique, EXL

EXL developed an advanced fraud detection system that augments XGBoost with Graph Neural Network (GNN) embeddings. Traditional tabular models struggle to capture fraud signals residing in transaction neighborhoods. The system's innovative design includes meticulous sampling strategies, disjoint monthly graph construction for leakage control, and a GraphSAGE architecture that aggregates mean, max, and standard deviation of neighbor features to detect subtle fraud patterns. Emphasizing explainability for regulatory compliance and analyst trust, it also features a highly optimized serving architecture achieving 3ms P99 latency, pivoting to edge prediction to reduce cache footprint from 60GB to 2-3GB. This led to a 27-33% relative lift in true positive rates and a projected $65 million incremental fraud capture.

From 15% to 90% GPU Utilization: Fix the Data Pipeline, Not the Model

From 15% to 90% GPU Utilization: Fix the Data Pipeline, Not the Model

Tarun Sunkaraneni from Amazon AGI shows how a multimodal SFT pipeline that spent about 85% of its time waiting on data was brought to roughly 90% GPU utilization. He walks through concurrency with asyncio and Ray actors, prefetching, zero-copy transfer via Ray's object store, and a network-card bottleneck that appears only at scale, and argues that the hardest part of training throughput is often keeping GPUs fed rather than optimizing the model.

Small Models, Big Results: Training a Finance Agent for Under $500 — Charles Dickens, Snorkel AI

Small Models, Big Results: Training a Finance Agent for Under $500 — Charles Dickens, Snorkel AI

Snorkel AI and UC Berkeley's Sky Computing Lab show that a 4B Qwen3 model, trained with reinforcement learning for under $500 using the rLLM framework, beats its 235B sibling on expert-validated financial question answering built from SEC 10-K filings. The talk covers the FinQA dataset construction and verification, common failure modes of frontier models, transfer to multi-table and general tool-use tasks, and ablations showing that simple data and binary rewards outperform more elaborate setups, since the real bottleneck is disciplined tool use rather than reasoning depth.

Artificial Intelligence

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THE $800B COMPUTE TRAP

THE $800B COMPUTE TRAP

Ben Lorica and Evangelos Simoudis work through Anthropic's S-1 filing, weighing its striking growth and improving unit economics against compute commitments, falling prices from open-weight models, and dependence on coding. They then examine SpaceX's emerging neocloud business and close with a debate over proposed frontier AI regulation, from self-improvement limits to independent testing and incident disclosure.

When Running Your Own AI Models Beats Paying for APIs - Steven Latré, imec

When Running Your Own AI Models Beats Paying for APIs - Steven Latré, imec

Steven Latré, who leads AI at the semiconductor research center imec, presents a benchmarking study of what it really costs to move long-running coding agents from commercial APIs to self-hosted GPUs. Across thousands of SWE-bench Pro runs, the study finds that hardware costs rise in steps rather than smoothly, that concurrency limits matter more than raw accuracy, that break-even GPU utilization ranges from about 89% on small systems to about 15% on 8x B200 machines, and that harness choice can halve GPU time for the same results.

Voice AI Where One Wrong Question Breaks the Rules - Shiv Indap, Upstart & Brooke Hopkins, Coval

Voice AI Where One Wrong Question Breaks the Rules - Shiv Indap, Upstart & Brooke Hopkins, Coval

Shiv Indap of Upstart and Brooke Hopkins of Coval walk through automating loan verification calls in a heavily regulated lending environment. They cover the compliance traps that shape the agent's behavior, moving human review beyond a Google Sheet, and raising LLM judge agreement with human reviewers from 33% to 92%. The talk then lays out a continuous loop of live monitoring, human review queues, simulation-based testing of fixes, and self-healing agents, with humans signing off on every change.

Technology

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Why Founders Are Betting Big on Factories, Mines, and Energy

Why Founders Are Betting Big on Factories, Mines, and Energy

Erin Price-Wright and Connor Love unpack the AD50 and the rebuilding of America's industrial base, covering how defense demand is financing manufacturing capacity for commercial markets, how AI is reshaping factory economics, how a new generation of founders applies lessons from SpaceX, Tesla, Anduril, and Palantir to mining, energy, and manufacturing, and why private capital is now willing to fund physical infrastructure before government demand is guaranteed.

Mark Cuban’s Plan to Make Healthcare Affordable

Mark Cuban’s Plan to Make Healthcare Affordable

Mark Cuban and Julie Yoo discuss how transparency, direct contracting, and AI could reshape healthcare economics, from Cost Plus Drugs and modular pod manufacturing to personalized medicine, the future of physicians, and advice for founders who want to use AI to learn rather than to stop thinking.

Exploits Now Beat Patches: Open Source Security in the AI Era - Patrick Smyth, Chainguard

Exploits Now Beat Patches: Open Source Security in the AI Era - Patrick Smyth, Chainguard

Patrick Smyth of Chainguard examines how frontier AI has compressed the time between vulnerability disclosure and exploitation, leaving 30-day remediation cycles obsolete. The talk covers AI-assisted attacks, waves of supply chain malware, four attack surfaces spanning malware, known CVEs, zero days, and side doors like CI/CD, developer laptops, and agent skills, and practical defenses including cooldown periods, faster CVE remediation, and signing artifacts with SLSA and Sigstore.

Recent Post

The 100,000 Sandbox Problem — Akshat Bubna, Modal CTO

The 100,000 Sandbox Problem — Akshat Bubna, Modal CTO

Modal CTO Akshat Bubna discusses the company's shift from developer to agent experience, highlighting why traditional cloud infrastructure fails for bursty AI workloads. He details Modal's primitives like elastic inference with GPU snapshotting and speculative decoding, agent sandboxes for RL rollouts, multi-node training with RDMA, and a "supercloud" strategy across 17 providers. The conversation also covers the importance of observability, hard guardrails for production agents, and AI's role in making infrastructure exciting again.

The next generation of ChatGPT Voice

The next generation of ChatGPT Voice

An in-depth look into GPT Live, the next generation of full-duplex voice models in ChatGPT, designed for natural, continuous interaction. It highlights breakthroughs in concurrent processing, intelligent delegation to advanced models like GPT 5.5, real-time semantic translation, and proactive language coaching, aiming to transform AI interactions into fluid, intelligent conversations akin to human dialogue.

What do we build now? — Theo Browne, @t3dotgg

What do we build now? — Theo Browne, @t3dotgg

Theo Browne's keynote from AIEWF2026 urges software engineers to fundamentally change product development in response to rapidly evolving AI models (Sonnet 3.5 to Mythos). He advocates for rejecting legacy mental models and tools (skeuomorphism), embracing a new "Markdown tier" for projects, and thinking "wider" instead of just "deeper" by building extensible platforms that can challenge industry giants. The core message is to be more ambitious, as AI has drastically lowered the barrier to entry for complex, broad-reaching solutions.

Automate Workflows w/ Autonomous Tools Real-Time AI Agents | Aytekin Tank | Founder & CEO | Jotform

Automate Workflows w/ Autonomous Tools Real-Time AI Agents | Aytekin Tank | Founder & CEO | Jotform

Aytekin Tank, Founder and CEO of Jotform, discusses how AI is revolutionizing software development and customer support, highlighting "vibe coding" and Jotform's 80% AI-handled support with zero layoffs. He also shares his "Theory of Constraints" playbook for scaling businesses and explores the potential of ChatGPT apps, all within Jotform's 20-year bootstrapped journey.

Building an ACP-Compatible Agent Live — Bennet Fenner, Zed

Building an ACP-Compatible Agent Live — Bennet Fenner, Zed

This session explores building an AI coding agent that integrates with the Agent Client Protocol (ACP), Zed's open-source JSON RPC-based standard for agent-client communication. It covers essential architectural elements, including protocol design, session lifecycle management, real-time streaming of model output via session updates, and sophisticated handling of tool calls, such as proxied file system operations and self-modifying code for new capabilities like a terminal tool.

Fable 5, GPT-5.6 and the high stakes of AI safeguards. Agentic ransomware, ClickFix reigns supreme

Fable 5, GPT-5.6 and the high stakes of AI safeguards. Agentic ransomware, ClickFix reigns supreme

This podcast explores the critical role of safeguards in frontier AI models like Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol, analyzing the tension between powerful capabilities and misuse prevention. It also dissects the emergence and debate around agentic ransomware, specifically Jade Puffer, and covers the rise of ClickFix as a dominant social engineering attack targeting developers. Finally, it provides an in-depth analysis of UnregStealer, a credential-theft campaign impacting Latin American financial institutions, detailing its attack chain and mitigation strategies.

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