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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

Solving the Hard Problems • Dave Farley • GOTO 2024

Solving the Hard Problems • Dave Farley • GOTO 2024

Dave Farley argues that modern software development should be treated as an engineering discipline, emphasizing an evolutionary and iterative approach to architecture and design. He outlines key principles for tackling complexity, focusing on optimizing for learning and ease of change through techniques like working in small steps, prioritizing testability, and managing coupling.

The AI vulnerability apocalypse, a new strain of Petya and dumb cybersecurity rules

The AI vulnerability apocalypse, a new strain of Petya and dumb cybersecurity rules

Panelists debate the likelihood of an "AI vulnerability cataclysm", discussing whether AI will overwhelm defenses or if it's an arms race where both attackers and defenders level up. The discussion covers the return of threat group Scattered Spider using AI-powered vishing, the persistent and significant risks of cloud misconfigurations, the emergence of firmware-level ransomware like HybridPetya, and the importance of focusing on security fundamentals and user education over punitive rules.

America's Autism Crisis and How AI Can Fix Science with NIH Director Jay Bhattacharya

America's Autism Crisis and How AI Can Fix Science with NIH Director Jay Bhattacharya

Dr. Jay Bhattacharya, Director of the NIH, discusses his vision for reforming the institution by adopting a Silicon Valley-style portfolio approach to funding, tackling the replication crisis, supporting early-career scientists, and leveraging AI to accelerate biomedical research while rebuilding public trust in science.

Now Is The Best Time To Build In Crypto

Now Is The Best Time To Build In Crypto

A summary of the conversation between YC's Harj Taggar and Base's Jesse Pollak about the 'golden age of crypto,' covering the evolution to Fintech 3.0, the technological and regulatory shifts enabling it, and the key opportunities for founders in stablecoins, tokenization, and the intersection of AI and crypto.

Serverless Apps on Cloudflare • Ashley Peacock & Ricky Robinett

Serverless Apps on Cloudflare • Ashley Peacock & Ricky Robinett

Ashley Peacock, author of 'Serverless Apps on Cloudflare,' joins Ricky Robinett to provide a deep dive into Cloudflare's evolution from a security provider to a comprehensive developer platform. They explore its unique global architecture, serverless offerings like Workers and Durable Objects, and its growing suite of AI and data tools, contrasting its developer experience with traditional cloud providers.

925: AI, Automation and the Future of Work — with Oxford’s Prof. Carl Benedikt Frey

925: AI, Automation and the Future of Work — with Oxford’s Prof. Carl Benedikt Frey

University of Oxford Professor Carl Benedikt Frey discusses his book "How Progress Ends," exploring the mechanics of innovation in different economic systems, the limitations of generative AI for true discovery, and the profound impact of AI on the future of work, job displacement, and the skills needed to thrive.

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