The Sequence Opinion - Issue #970: The Neocloud Financing Squeeze
Why booming AI demand can coexist with fragile balance sheets
What we are reading across frontier AI: papers, lab notes, talks and briefs, weighted towards agents and the harnesses that run them.
Updated 14 sources
If you only have a few minutes, start with these.
Why booming AI demand can coexist with fragile balance sheets
Joscha Bach is a cognitive scientist and the founder of the California Institute for Machine Consciousness. SPONSOR: --- Parallel is a single platform for all your agentic research: web search built…
New preprints on agents and tool use from arXiv, and the day’s papers on Hugging Face.
Predicting how a ligand binds to its target is central to small-molecule drug discovery. Modern cofolding models can generate diverse candidate poses, but reliably ranking these candidates remains…
Agent harnesses have emerged as a promising mechanism for continual learning, alongside test-time parametric learning. However, the current benchmarks have several limitations: they generally focus…
Deploying LLM-based analytics agents in enterprise settings requires evaluation frameworks that can reliably detect failures across complex, multi-tool workflows. We present a three-phase comparative…
Business process automation runs the same Standard Operating Procedure (SOP) again and again on new inputs. Large Language Model (LLM) agents can follow an SOP written in natural language, but they…
AI agents deployed on the open web are becoming more capable of performing actions that may breach contractual provisions and violate computer security laws. In this paper, we introduce ScrapeBench,…
We present FAME-QP, a GPU-accelerated solver for dense quadratic programs arising in linear model predictive control. FAME-QP combines constraint-dependent operator representations with fused single-…
Announcements and research notes from the frontier labs.
Predicting how DNA sequences and their variations impact specific human cell types and disease.
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OpenAI commits $2 million to research on AI and children’s safety. The work supports shared tools to measure risks and opportunities for young people.
Engineering notes on building with models: tools, evals and agent loops.
Gemini Decisions API Google join Jev and OpenAI in the decision model category with "Gemini Decision 1". This new model API is almost identical to Jev: it supports the same three types of questions…
Release: llm 0.37.2 Fixes a security issue reported by Daniel de Araujo in GHSA-v9h7-jj4g-f862 and GHSA-r639-rr7r-x72w . LLM has a mechanism called extra-openai-models.yaml - now managed by the…
Alignment and security research.
This post reflects my own takes, and not that of my employer's. This is a simple idea: before a new model can be deployed internally, you must first test it for a minimum, fixed period. You can…
We want to get this post out quickly given the urgency of the topic. It’s possible that there are some errors in the modeling, but we think it’s very unlikely that they undermine the high level…
Today we’re publishing patching-bugs and regression-hunt , two plugins that let engineers delegate patch development and regression checks to agents. Our patching-bugs plugin reproduces reported…
Security firms have published numerous blog posts describing how they pointed their agent harness at a codebase and found dozens of bugs ( we’re one of them ). However, these posts tend to focus on…
Newsletters, talks and reporting from the wider field.
GPT-6 Cyber, Inkling 2 Small, and Gemini put feedback at the center of useful work
When do you think we'll have robots on the moon?
Kevin Hartnett is the author of *The Proof in the Code*.SPONSOR:---Cyber Fund built the Monastery to help founders ship products that were impossible a year ago. Applications for Batch 1 are now…
Our first open model economy research note for paid subscribers.
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Nancy Pelosi’s replacement is ready to regulate AI —Grace…
Where each section is drawn from, and how often each source publishes.