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Applied AI·August 2, 2026·1 min read

Walsh: Multi-agent research pipeline with risk manager that can veto trades

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Baking a veto-capable risk manager into a trading agent stack is the pattern every high-stakes agent workflow will need. If you're experimenting with agentic systems around money, access, or production, separate the "do work" agents from a hard-governed risk layer this quarter.

Applied AI

Startup swaps costly AI GPUs for Arm cores and up to 128TB of 'cheap' LPDDR6 RAM instead of expensive HBM to smash through the memory wall

If Majestic Labs can make Arm + 128TB LPDDR6 viable for inference, the constraint shifts from flops to memory bandwidth and data locality—good enough compute with huge cheap memory is a different design space than GPU + HBM. For operators, this is an early signal to segment workloads by memory footprint and tolerance for latency rather than defaulting everything to GPU clusters.