DX space
"It's a time bomb, and I want to short it", The Big Short
Premium-grade cash evaporation
DX space
Premium-grade cash evaporation
Borrowing money at a 17.5% interest rate to run a business that’s making losses is the chef’s kiss, truly iconic
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23/
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23/
Active Inference for Physical AI Agents - An Engineering Perspective
Bert de Vries, 21 Mar 2026
"Physical AI agents, such as robots and other embodied systems operating under tight and fluctuating resource constraints, remain far less capable than biological agents in open-ended real-world environments. This paper argues that Active Inference (AIF), grounded in the Free Energy Principle, offers a principled foundation for closing that gap. We develop this argument from first principles, following a chain from probability theory through Bayesian machine learning and variational inference to active inference and reactive message passing. From the FEP perspective, systems that maintain their structural and functional integrity over time can, under suitable assumptions, be described as minimizing variational free energy (VFE), and AIF operationalizes this by unifying perception, learning, planning, and control within a single computational objective. We show that VFE minimization is naturally realized by reactive message passing on factor graphs, where inference emerges from local, parallel computations. This realization is well matched to the constraints of physical operation, including hard deadlines, asynchronous data, fluctuating power budgets, and changing environments. Because reactive message passing is event-driven, interruptible, and locally adaptable, performance degrades gracefully under reduced resources while model structure can adjust online. We further show that, under suitable coupling and coarse-graining conditions, coupled AIF agents can be described as higher-level AIF agents, yielding a homogeneous architecture based on the same message-passing primitive across scales. Our contribution is not empirical benchmarking, but a clear theoretical and architectural case for the engineering community."
https://arxiv.org/abs/2603.20927
Bert de Vries, 21 Mar 2026
"Physical AI agents, such as robots and other embodied systems operating under tight and fluctuating resource constraints, remain far less capable than biological agents in open-ended real-world environments. This paper argues that Active Inference (AIF), grounded in the Free Energy Principle, offers a principled foundation for closing that gap. We develop this argument from first principles, following a chain from probability theory through Bayesian machine learning and variational inference to active inference and reactive message passing. From the FEP perspective, systems that maintain their structural and functional integrity over time can, under suitable assumptions, be described as minimizing variational free energy (VFE), and AIF operationalizes this by unifying perception, learning, planning, and control within a single computational objective. We show that VFE minimization is naturally realized by reactive message passing on factor graphs, where inference emerges from local, parallel computations. This realization is well matched to the constraints of physical operation, including hard deadlines, asynchronous data, fluctuating power budgets, and changing environments. Because reactive message passing is event-driven, interruptible, and locally adaptable, performance degrades gracefully under reduced resources while model structure can adjust online. We further show that, under suitable coupling and coarse-graining conditions, coupled AIF agents can be described as higher-level AIF agents, yielding a homogeneous architecture based on the same message-passing primitive across scales. Our contribution is not empirical benchmarking, but a clear theoretical and architectural case for the engineering community."
https://arxiv.org/abs/2603.20927
DX space
Blossom by blossom the Active Inference spring begins. https://resiliencemedia.co/stanhope-ai-raises-8m-for-new-approach-of-ai-for-physical-applications/
Yet another sharp team applying active inference has come together to disrupt robotics. If scouting early-stage deep-tech is your job, you should reach out to them today.
https://theblanket.ai/
https://theblanket.ai/
Two brains are better than onehttps://med.stanford.edu/news/all-news/2026/09/two-separate-brains.html
News Center
Human brain is two separate organs, Stanford Medicine-led research finds
Stanford Health Care delivers the highest levels of care and compassion. SHC treats cancer, heart disease, brain disorders, primary care issues, and many more.
DX space
"It's a time bomb, and I want to short it", The Big Short
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Companies rushed in on AI. Now some are pulling back.
Rapid AI adoption left workers cleaning up a flood of errors and low-quality work.
The Guardian
Rapid AI adoption left workers cleaning up a flood of errors and low-quality work.
The Guardian
DX space
There goes the first one 👍 link
Apollo
No Signs of AI Payoff Outside the Tech Sector | The Daily Spark
Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech. Subscribe for daily updates.
Of course we can’t trust Elon at this point. That’s why it’s worth reading the arguments he was replying to, the reply that sent shockwaves through the AI investor class.
Frankly, it hardly matters whether he’s doing financial engineering for his own ventures or just getting back at Sam over an old grudge (understandable, even forgivable) by throwing a wrench in the gears ahead of OpenAI’s planned IPO.
Whoever lit the match, the smoke is real. And the so-called smart money is still debating whether there’s a fire.
Frankly, it hardly matters whether he’s doing financial engineering for his own ventures or just getting back at Sam over an old grudge (understandable, even forgivable) by throwing a wrench in the gears ahead of OpenAI’s planned IPO.
Whoever lit the match, the smoke is real. And the so-called smart money is still debating whether there’s a fire.