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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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Bringing Continual Learning to Every Company: Trajectory’s Ronak Malde

Bringing Continual Learning to Every Company: Trajectory’s Ronak Malde

Ronak Malde, co-founder of Trajectory, argues that agents need to learn continuously from real-world experience instead of relying on offline batch updates. He covers how training custom models has become accessible to companies, two research directions (Group Size-1 GRPO and a meta-grader for reward propagation), the Harvey and Rogo results, the distinction between continual learning and recursive self-improvement, and a vision of product builders as gardeners who shape products that grow on their own.

Why Waiting for the Next AI Model Can Pay Off - John Stecher, Blackstone & Scott Worland, Norm AI

Why Waiting for the Next AI Model Can Pay Off - John Stecher, Blackstone & Scott Worland, Norm AI

Blackstone CTO John Stecher and Norm AI CTO Scott Worland discuss how to build AI agent systems that remain useful as models improve. They cover why data strategy and straight-through processing come first, how to weigh ROI against waiting for a better model, how evals anchor financial-services work, and why Norm rebuilt its platform after a large hand-labeled eval set exposed the cost of over-engineered code.

How We Took an AI Agent From 41% to 97% Accurate - Milind Sunil Shah, Brainbase Labs

How We Took an AI Agent From 41% to 97% Accurate - Milind Sunil Shah, Brainbase Labs

Milind Sunil Shah of Brainbase Labs presents a six-step framework for improving back-office agents, illustrated with a Domino's project that tracks competitor pizza prices across websites and delivery apps. Accuracy rose from 41% to 97%, cost per source fell from $2 to $1, and run time dropped from 129 to 71 minutes, all through instructions, skills, and playbooks rather than a new model. The talk covers kickoff, ontology, benchmarks and evals, a narrow first agent, iteration, and handing off the full loop.

Technology

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What iPhone Packaging Reveals About the Robotics Opportunity

What iPhone Packaging Reveals About the Robotics Opportunity

Tutor Intelligence CEO Josh Gruenstein explains why robotics is a systems problem spanning AI, hardware, manufacturing, and customers, and how deploying robots into real factories and warehouses, with human tutors as backup, generates the data that makes them more capable. The discussion covers the company's own robot designs, its focus on small and mid-sized businesses, the economics of flexible robotic labor, and the implications for American manufacturing and supply chains.

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.

Recent Post

Fundamentals of DevOps & Software Delivery • Yevgeniy "Jim" Brikman & Kief Morris

Fundamentals of DevOps & Software Delivery • Yevgeniy "Jim" Brikman & Kief Morris

Yevgeniy "Jim" Brikman, author of "Fundamentals of DevOps and Software Delivery," and Kief Morris, author of "Infrastructure as Code," discuss the practicalities of modern software delivery. Jim recounts his career-defining experience at LinkedIn, where a deployment crisis led to a company-wide focus on fixing delivery pipelines. The conversation explores the pragmatic definition of DevOps, the interplay between Infrastructure as Code and application orchestration tools like Kubernetes, the necessity of frameworks like Terragrunt over custom wrapper scripts, and a look at emerging paradigms like Infrastructure from Code, Infrastructure as a Graph, and Interactive Runbooks.

953: Beyond “Agent Washing”: AI Systems That Actually Deliver ROI— with Dell’s Global CTO John Roese

953: Beyond “Agent Washing”: AI Systems That Actually Deliver ROI— with Dell’s Global CTO John Roese

John Roese, Dell's Global CTO, discusses the "agent-washing" phenomenon and how Dell achieved a $10 billion revenue boost while cutting costs through disciplined AI adoption. He introduces the concept of the "knowledge layer" as a crucial new component in AI architecture and details his 2026 predictions. These include a focus on governance, a four-part technical definition for agentic AI systems, the need for modern resiliency in AI factories, and the maturation of sovereign AI strategies.

Memory in LLMs: Weights and Activations - Jack Morris, Cornell

Memory in LLMs: Weights and Activations - Jack Morris, Cornell

This talk explores the limitations of current methods for providing knowledge to LLMs, such as large context windows and Retrieval-Augmented Generation (RAG). The speaker argues that the future lies in training knowledge directly into the model's weights. This is achieved through a combination of generating large synthetic datasets from small amounts of source material and using parameter-efficient fine-tuning (PEFT) techniques like LoRA to avoid catastrophic forgetting. The goal is to create more capable, personalized, and efficient models by fundamentally altering how they store and access information.

Agentic Al in SW Development: Evolving Patterns & Protocols • Bhuvaneswari Subramani • GOTO 2025

Agentic Al in SW Development: Evolving Patterns & Protocols • Bhuvaneswari Subramani • GOTO 2025

Bhuvaneswari Subramani details the "Agentic Shift" in AI by presenting an evolutionary journey through seven foundational system design patterns. The talk progresses from simple conversational clients to sophisticated, multi-agent systems, covering key patterns like Retrieval-Augmented Generation (RAG), Self-Correcting RAG, and the Model Context Protocol (MCP), explaining how each pattern adds new layers of context, action, and autonomy.

Cybersecurity Trends in 2026: Shadow AI, Quantum & Deepfakes

Cybersecurity Trends in 2026: Shadow AI, Quantum & Deepfakes

Explore Jeff Crume's cybersecurity predictions for 2026 and beyond, detailing the dual impact of AI in security, the rise of autonomous AI agents, the futility of deepfake detection, and the critical importance of post-quantum cryptography and passkeys for future defense.

AGI: The Path Forward – Jason Warner & Eiso Kant, Poolside

AGI: The Path Forward – Jason Warner & Eiso Kant, Poolside

In a live demo, Poolside's CEOs showcase their second-generation model, the Malibu agent, by migrating a complex codebase from ADA to Rust, including automated testing and iterative feature development. They outline their vision for achieving AGI through a full-stack approach combining proprietary models, reinforcement learning, and massive-scale compute, with plans for a public model release in early 2025.

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