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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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What a $900M Bank Error Teaches Us About AI Agents - John Feminella, Two Sigma

What a $900M Bank Error Teaches Us About AI Agents - John Feminella, Two Sigma

John Feminella of Two Sigma uses a 2020 Citibank payment error to show how AI agents can be given real autonomy through five composable controls: an agent registry, risk-based review, purpose-scoped tool access, shared evals, and classifiers that send humans only the approvals that matter.

The AI School Kids Love More Than Vacation | Alpha School's Joe Liemandt

The AI School Kids Love More Than Vacation | Alpha School's Joe Liemandt

Alpha School principal Joe Liemandt and Horowitz Andreessen Academy co-founder Gagan Biyani discuss how AI-powered learning could compress core academics into two hours a day, freeing the rest of school for teamwork, entrepreneurship, and real-world building, and what that model means for K-12 families, higher education, and the next generation of builders.

Open Source Security in the Age of AI

Open Source Security in the Age of AI

AI is accelerating the discovery of open-source vulnerabilities, but finding flaws is only the beginning. Remediating, testing, validating, and deploying fixes safely across critical infrastructure is where the real bottleneck lies, and securing open source at AI speed requires upstream contributions and coordinated efforts like Lightwell and Akrites.

Technology

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What will computer chips look like in 2045?

What will computer chips look like in 2045?

Intel's leadership walks through how advanced process nodes are brought to volume, from yield learning and the lessons of 10nm to the shift from planar transistors to gate-all-around, High-NA EUV, backside power, and CFET. The discussion widens to the chip-to-chip bottleneck that hybrid bonding targets, the supply limits on EUV tooling as AI compute demand grows, and the economics that make foundry scale decisive.

Former Intel CEO: Why This is the Best Time to Build Hardware

Former Intel CEO: Why This is the Best Time to Build Hardware

Pat Gelsinger joins a16z's Raghu Raghuram and Guido Appenzeller to discuss how AI is reshaping chip design, why design speed alone will not fix semiconductor bottlenecks, and why power and energy capacity may ultimately limit AI growth. The conversation covers HBM and memory innovation, stacking limits, the shift from copper to optics, consolidation among AI chip startups, and what a VMware for AI agents might look like.

Built Together: Inside the Dell + CoreWeave Engineering Partnership Powering Next-Gen AI

Built Together: Inside the Dell + CoreWeave Engineering Partnership Powering Next-Gen AI

A candid panel between Dell and CoreWeave leaders on co-engineering GB200, GB300, and Vera Rubin rack-scale AI platforms. The discussion covers why early access and stabilization matter in the AI arms race, how the industry moved from server-level to rack-as-computer architecture, and how joint development, standardized Redfish tooling, and shifting diagnostics left have enabled scale. It closes with where rack-scale infrastructure is heading toward pods, denser heterogeneous systems, and the need for automation in liquid cooling and power.


Recent Post

Fully Connected 2026 Day 2: Mike Intrator on Hot Ones, Parag Agrawal, Dylan Patel, and Jenson Button

Fully Connected 2026 Day 2: Mike Intrator on Hot Ones, Parag Agrawal, Dylan Patel, and Jenson Button

Day two of CoreWeave's Fully Connected conference brings together Parallel Web Systems CEO Parag Agrawal on agent-driven web infrastructure, SemiAnalysis founder Dylan Patel on AI cloud fragmentation and security, Formula One champion Jenson Button on team culture under pressure, and CoreWeave CEO Mike Intrator on financing, risk, and building an AI cloud from a New Jersey garage.

What Happens When AI Agents Can Spend Your Money?

What Happens When AI Agents Can Spend Your Money?

Terry Angelos of VGS and Alex Rampell explore how AI agents are moving from giving recommendations to completing purchases, and what payment infrastructure must change to support that shift safely. They cover network tokenization, the wallet wars, Stripe's walled-garden approach, the new agentic token standard, liability and delegated authority, merchant resistance such as Amazon's block, and how agents could reshape rewards, subscriptions, and customer relationships.

AI Can Automate 60% of Tasks... But There's a Catch

AI Can Automate 60% of Tasks... But There's a Catch

MIT FutureTech director Neil Thompson revisits his group's 2020 computational limits paper and discusses his newer research on how AI automates tasks across the economy, covering the crashing-waves versus rising-tides survey, adoption bottlenecks, fixed-cost economics, apprenticeship risks, AI safety, and the open versus closed model debate.

Context Engineering for AI Agents: 4 Failure Modes to Avoid

Context Engineering for AI Agents: 4 Failure Modes to Avoid

Martin Keen explains why bigger context windows can make AI agents less reliable. He introduces context rot, the four context failure modes of poisoning, distraction, confusion, and clash, and the context engineering fixes that work by removing information rather than adding it.

Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman

Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman

Greg Brockman, OpenAI co-founder and president, discusses OpenAI's recent math results, in which roughly 400 open problems were resolved using AI agents, and why he believes AI can now generate genuinely new knowledge. The conversation covers AI oversight and communication techniques like debate and iterative amplification, the data bottlenecks that separate math from biology, the potential transformation of drug discovery and regulation, the proactive always-on Dots agent, the convergence of consumer and enterprise AI, why the best UI may be no UI, the cybersecurity 'defenders' window,' and why security spending should outstrip software spending while humans stay in control.

CoreWeave Fully Connected 2026 Keynote: Introducing CoreWeave Forge | Built for Adoption

CoreWeave Fully Connected 2026 Keynote: Introducing CoreWeave Forge | Built for Adoption

CoreWeave's Fully Connected 2026 Day 1 keynote centers on the AI loop of run, observe, curate, improve and evaluate, and the launch of CoreWeave Forge. It covers production agent operations, agent observability and RL rollouts, Vera Rubin NVL72 and the Vera CPU, and enterprise evaluation practices from Capital One, Caterpillar and Cognition.

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