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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

Beyond Sonic Pi: Tau5 & the Art of Coding with AI • Sam Aaron • GOTO 2025

Beyond Sonic Pi: Tau5 & the Art of Coding with AI • Sam Aaron • GOTO 2025

Sam Aaron, creator of Sonic Pi, discusses the journey from teaching children to code with music to building the next generation of live coding environments. He details the limitations of Sonic Pi (security, deployment) that led to Tau5, a new system built on Elixir and the BEAM. Tau5 is designed to be web-based, secure via a sandboxed Lua environment, and collaborative. A key focus is the integration of AI as a creative partner, using sophisticated tooling to allow AI agents to safely improvise and interact with the system.

What are we scaling?

What are we scaling?

A critical analysis of AI progress, arguing that short AGI timelines are unlikely given the current reliance on pre-baking skills via reinforcement learning. The author contends that true AGI requires on-the-job, continual learning—a capability current models lack. The modest economic impact of AI is presented not as a diffusion lag but as direct evidence of this capability gap. The future of AI will be a gradual, competitive race to solve continual learning, not a sudden takeoff.

Developer Experience in the Age of AI Coding Agents – Max Kanat Alexander, Capitol One

Developer Experience in the Age of AI Coding Agents – Max Kanat Alexander, Capitol One

Max Kanat-Alexander explores the rapid changes in software engineering driven by AI and identifies 'no-regrets investments' that will benefit development teams regardless of the future. He argues that by focusing on foundational developer experience principles—such as standardizing tools, improving validation, structuring code for testability, and refining the code review process—organizations can create a virtuous cycle of productivity for both human developers and their AI agent counterparts.

Continual System Prompt Learning for Code Agents – Aparna Dhinakaran, Arize

Continual System Prompt Learning for Code Agents – Aparna Dhinakaran, Arize

The talk by Aparna Dhinakaran introduces "system prompt learning" as an efficient alternative to traditional Reinforcement Learning for improving large language model-based coding agents. By leveraging LLM-as-a-judge evaluations to generate English feedback and explanations for code failures, agents can automatically refine their system prompts and rules. This method, demonstrated on Claude and Klein, significantly boosts performance on benchmarks like SWEBench with minimal data, highlighting the critical role of high-quality evaluation prompts.

Making Codebases Agent Ready – Eno Reyes, Factory AI

Making Codebases Agent Ready – Eno Reyes, Factory AI

The effectiveness of AI coding agents is not limited by model quality, but by "Agent Readiness"—the state of your development environment. This talk explains why agents fail on codebases with flaky tests, low validation, and tribal knowledge. It introduces a framework for improving your environment's readiness through rigorous verification, automated validation, and a shift to specification-driven development, arguing this is the key to unlocking 5-7x productivity gains and enabling true software engineering autonomy.

AI Agents in 2026 | 3 Predictions For What’s To Come (a16z Big Ideas)

AI Agents in 2026 | 3 Predictions For What’s To Come (a16z Big Ideas)

This episode explores three major shifts shaping the future of AI products. The discussion moves from the 'death of the prompt box' towards proactive AI that acts like a top-tier employee, to a new design paradigm of 'machine legibility' where we create for agents instead of humans. Finally, it covers the practical, real-world deployment of AI voice agents in enterprise sectors like healthcare and finance, signaling a move from AI as something you ask to something that does.

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