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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

Why AI Agents Should Have Their Own Sandbox — Philipp Schmid, Google DeepMind

Why AI Agents Should Have Their Own Sandbox — Philipp Schmid, Google DeepMind

Philipp Schmid of Google DeepMind introduces the Gemini Interactions API, a unified interface for models and agents with server-side state and long-running jobs. He then shows managed cloud sandboxes for Antigravity agents that persist, can be shared, and automatically pick up skills and AGENTS.md files, closing with a live AI talk radio demo built from a single prompt.

Why Reflection AI Is Making the Open Intelligence Bet - and What It Means for Deploying Models

Why Reflection AI Is Making the Open Intelligence Bet - and What It Means for Deploying Models

Joe Spisak of Reflection discusses why open models and open intelligence matter, covering RL-driven customization, environments as the new dataset, the OpenEnv project, PyTorch and Llama lessons, inference scaling, and the case for ecosystem control and open safety.

From 36% to 100%: How Self-Improving Agents Write Their Own Skills — Rafal Wilinski, Runlayer

From 36% to 100%: How Self-Improving Agents Write Their Own Skills — Rafal Wilinski, Runlayer

Rafal Wilinski of Runlayer argues that when one agent solves a hard problem, that knowledge should become a skill shared across the whole company. He covers why skills matter more as agents run longer, three problems with current skills, using MCP as a governed distribution layer, distilling skills from successful and failed agent traces inspired by the Voyager paper, and the organizational flywheel as a durable competitive advantage.

Grep or Embeddings? Agentic Search Over Company Documents — George He, LlamaIndex

Grep or Embeddings? Agentic Search Over Company Documents — George He, LlamaIndex

George He, head of engineering at LlamaIndex, explores when agents need pre-indexed vector search and when plain file traversal with grep is enough. He contrasts Claude Code's embedding-free approach on code with the harder reality of large, messy, multimodal, permissioned company documents, and proposes a harness of hybrid retrieval, metadata filtering, grep, and reading tools backed by LlamaParse and LiteParse. The talk closes with a live demo of an agent building a cash-flow table from 135 Alphabet filings, grounded in source files.

Every AI Company Is Accidentally Building a Bank — Dor Sasson, Stigg

Every AI Company Is Accidentally Building a Bank — Dor Sasson, Stigg

Dor Sasson argues that the 2026 AI pricing crises at Anthropic, OpenAI, and GitHub were infrastructure failures: usage was checked after invoicing rather than before inference. He proposes synchronous entitlement checks with asynchronous settlement, borrows banking concepts such as holds, double-entry bookkeeping, and credit sources, and outlines four patterns for selling AI at scale.

The 6 Pillars of an Agentic Harness for Production — Varun Krovvidi, Resolve AI

The 6 Pillars of an Agentic Harness for Production — Varun Krovvidi, Resolve AI

Varun Krovvidi of Resolve AI explains why AI excels at code generation but struggles with the complex, multi-domain problem of running and fixing software in production. He outlines five common failure modes for AI agents in production (anchoring bias, context issues, coherent vs. causal answers, guardrails, lack of learning) and introduces Resolve AI's six-pillar architecture: model orchestration, context engineering, causal reasoning, governed actions, learning systems, and multi-level evaluations. A demo illustrates how Resolve AI diagnoses a Grafana alert to its root cause, ruling out coincidental events and maintaining its causal reasoning.

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