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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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Stop Giving Your Agent Tools. Give It a Sandbox - Mikyo King, Arize AI

Stop Giving Your Agent Tools. Give It a Sandbox - Mikyo King, Arize AI

Mikyo King, head of open source at Arize AI, explains code mode, an agent architecture where the model searches for tools and composes them in a sandboxed programming environment instead of loading large tool catalogs into context. He covers why it works, how Arize built it into Phoenix with Bash, Python, SQL, and UI control, its hidden costs around secrets, permissions, durability, and double sandboxing, and Harbor evals showing 43% fewer tokens and 31% lower cost.

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.

Technology

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Can Your AI Heat My House?

Can Your AI Heat My House?

A wide-ranging conversation on how AI inference is pushing cloud infrastructure, data centers, and hardware supply chains against physical limits, covering the rise of alt clouds, rack density and cooling, hardware lifecycles and circularity, talent shortages, heat reuse for communities, and what engineering leaders can do about resource-aware software.

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.


Recent Post

Rebuilding CI for AI-Scale Commit Volume — Gautam Korlam, SonarSource

Rebuilding CI for AI-Scale Commit Volume — Gautam Korlam, SonarSource

A talk on why coding agents shift the bottleneck from code generation to CI, merge queues, review, and approvals, and how to redesign those systems around speed, automated repair, policy enforcement, and auditable records.

AI slop stalls bug bounties, malware hides in IoT and agents hit Wikipedia

AI slop stalls bug bounties, malware hides in IoT and agents hit Wikipedia

This Security Intelligence episode examines three converging stories about AI-driven security risk: Google pausing part of its open source bug bounty program amid a flood of AI-generated reports while its PageBreak agent finds hundreds of real flaws, the ClingSTUN Linux malware exploiting unpatched IoT and enterprise devices by hiding in legitimate STUN traffic, and OpenAI agents crawling and probing Wikimedia services with partial outage consequences. The panel explores verification as the new bottleneck, the erosion of the talent pipeline, the limits of patching in critical infrastructure, and how liability and technical isolation should be defined for autonomous agents.

The true price of Intelligence: an economic study by Signal65

The true price of Intelligence: an economic study by Signal65

A Signal65 TCO study, presented with CoreWeave, examining the fully loaded economics of AI training and inference. It covers hidden costs such as storage fees, support, and reliability, how performance compounds with price to set cost per million tokens, and how serverless and dedicated inference models differ on useful-token economics.

Automating document work with Long-Horizon AI Agents at LlamaIndex

Automating document work with Long-Horizon AI Agents at LlamaIndex

Jerry, CEO of LlamaIndex, argues that as AI agents move from answering questions to running long-lived workflows, documents become their most important context source. He walks through the evolution from simple RAG to agent harnesses, explains why PDFs are hard to parse, and presents the company's approach to OCR, extraction with grounding, and document search. He closes by outlining unsolved problems: agent-native document formats, in-place editing, versioning, distilling frontier workflows into cheaper models, and long-horizon background agents.

Empowering Intelligence: democratizing data access and driving smarter decisions at Nasdaq

Empowering Intelligence: democratizing data access and driving smarter decisions at Nasdaq

A NASDAQ executive explains how high-performance compute and agentic AI are reshaping both the physical trading infrastructure (data centers, colocation, liquid cooling, and CoreWeave partnership) and the fintech software stack (Verafin, Axiom, Calypso) through a shared intelligence layer. The talk centers on trust, resilience, governance and the bounded-exception problem that makes agentic workflows hard to scale in a regulated market.

Robots That Predict the Future: Dyna-2 & Physical AI — Jason Ma, Dyna Robotics

Robots That Predict the Future: Dyna-2 & Physical AI — Jason Ma, Dyna Robotics

Dyna Robotics is pioneering physical AI with Dyna-2, a world-action model trained on over a million hours of human video, predicting future states and generating robot actions. Co-founder Jason Ma explains how this enables robots to learn new tasks from minimal demonstrations, tackles the robotics data bottleneck with synthetic data and self-improving models, and details their full-stack approach, including custom semi-humanoid hardware for real-world deployments at Din Tai Fung. The discussion delves into diffusion transformers, agentic harnesses for hour-long workflows, the "Bitter Lesson" of scaling data, and the distinction between world-action models and VLAs, all driven by a deployment-first research culture.

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