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The Signal / Superpower Daily
Today’s issue pairs wider AI deployment with tighter rules: Sakana wants agents to share business knowledge, Uber is expanding workplace access, and banks and Etsy are setting limits. New research brings useful results and explicit caveats, while investors scrutinize the cost of AI expansion.
Superpower Daily: The Signal
Episode guide
Today’s issue pairs wider AI deployment with tighter rules: Sakana wants agents to share business knowledge, Uber is expanding workplace access, and banks and Etsy are setting limits. New research brings useful results and explicit caveats, while investors scrutinize the cost of AI expansion.
Full transcript
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Welcome to The Signal from Superpower Daily with Maya and Theo
What if I told you the biggest bottleneck in enterprise AI is not a lack of computing power
it is actually corporate jargon
Today we are looking at Sakana AI
They just introduced a new platform called Aquarium
It is trying to solve the massive headache of giving AI agents shared business knowledge
Well it is a
fascinating approach
I mean everyone wants autonomous agents right now
Nobody wants the massive set of nightmare that comes with them
Right
So let us start with the reality on the ground here
Enterprises are really struggling right now
They want to onboard these AI agents efficiently
They want these bots to handle finance and operations
And customer support
Exactly
But they are hitting a massive wall
They end up wasting all this time because they basically have to rebuild the business knowledge from scratch
for every single new agent Yeah And
that
is where Sakana AI is stepping in So they just introduced Aquarium They describe it as a managed foundation It basically
packages all that recurring setup work It turns
it into reusable infrastructure Which sounds
great on paper Right
I
mean think about what that setup work actually entails You
have business data connections You
have internal definitions You
have these really complex decision rules Sure
So
right now a company builds an agent for marketing team They wire
up all those connections Then the
finance team wants an agent And they
just have to start all over again Exactly They
have to wire up the exact same connections Aquarium creates
this infrastructure layer instead And this
layer can then be shared by multiple AI agents simultaneously
So this brings
us to a very specific technical concept Sakana relies heavily
on something called an ontology Which sounds like a word you would only hear in a university philosophy department We need to
break that down It does sound
incredibly academic But it is
essential for understanding how this actually works Think of an
ontology as a massive dynamic map It maps exactly
how
a specific company talks It maps the
relationships between
their different data silos It also maps their specific
decision criteria Let us use an analogy
here Imagine hiring a whole team
of human assistants at once If you did not have
a shared system well you would have to
write
a brand new company handbook for every single new hire Yeah I mean you would
sit them down one by one Right You would explain what
Q3 revenue means to your specific accounting team You would show them exactly
which server holds the client contracts It would just be exhausting
Exactly The ontology is that
ultimate
shared company handbook You write it once Aquarium
creates this shared map
Then all the different AI
assistants share it They all read from the exact same playbook So if the marketing agent
needs to know what a tier one customer is it checks the ontology Yes
And if the support
agent needs the exact same definition it checks the exact same
place But here is where it
gets really interesting technically Aquarium does not force you
to move your data That is the brilliant part
The data stays completely put
Enterprise companies absolutely hate moving
data It is risky It is expensive It breaks
compliance rules Oh
for sure So Aquarium
just leaves the
source data in its existing storage It works directly with your
SQL tables It plugs into your unstructured
documents It simply overlays the ontology
on top of what you already have It connects the dots without
moving the underlying files This fundamentally changes how workflows
operate You define a metric once
Every agent understands it perfectly
So workflows can now become
much more sophisticated They can combine different capabilities
seamlessly Right An agent can use
AI
judgment for a vague request And then it can execute
deterministic functions to pull the actual data And it integrates mandatory human
approvals That is a crucial detail here Oh that human element is
huge
Companies are terrified of letting AI
run completely wild For good reason I mean enterprise
environments are highly
regulated Aquarium accounts for this It maintains
a very strict audit
trail It records exactly what data the
agent used to make a decision It logs exactly who approved the
final action Yes It records the ultimate outcome
You
get full transparent visibility You
can see the execution speed
You can monitor the accuracy You
can even track the underlying
model usage So what does this actually mean
for you if you run an enterprise tech stack You might want to buy this
immediately But there is a catch You
cannot just swipe a credit card and access Aquarium today No you cannot The platform is
currently only available
through customer specific consultation Sakana has not announced any
public pricing They have not given a
general availability date either Sakana is taking a very
deliberate hands on approach They want
their customer
facing engineers working directly with organizations Building an ontology
is complicated They want to
ensure proper construction They want to
validate the results before releasing this to the broader public The pedigree behind
this product is definitely worth noting Sakana engineers have
serious enterprise backgrounds We are talking
about former Palantir engineers We have people
from Snowflake We have builders
from Microsoft and AWS They deeply understand
enterprise data pipelines They also have
specific financial sector experience Sakana cited past
projects
with major Japanese institutions They mentioned Mitsubishi UFJ
Bank They mentioned SMBC Group
They cited Daiwa Securities
Now we need to
be very precise about those banking connections Sakana cited those projects
as their foundational experience They are not new
aquarium deployments That is a very
important distinction Sakana engineers worked on
those specific banking projects in the past Those banks had AI
lending experts They had automated proposal
generators And the engineers saw
the pain of repeated setup work firsthand Exactly That specific pain
point
inspired the creation of Aquarium but those banks are
not currently running this new software It is simply the
history behind the product So what should you
watch next with Sakana Well there are features
still
in the planning phase They want the platform
to eventually update these ontologies dynamically because right now building
the map is a heavy lift They want the system
to learn from operational feedback That would be a
massive technical leap The system would essentially
rewrite its own handbook If an agent learns
a new relationship between two datasets the ontology updates automatically
Yeah every other agent
gets
smarter
instantly Sakana is also looking at
using AI to construct the agents themselves The infrastructure would basically build
the workers Okay that wraps up our
look
at Sakana's infrastructure Moving from a shared foundation
for multiple agents that naturally begs a bigger question If we are building these
massive systems do we actually need that
many individual agents running on them in the first place Right Which brings us to
Anthropic
Yes They just released new
October
guidance on agent consolidation And their conclusion is actually
quite surprising They state that fewer AI
agents can deliver better results and they also cost significantly
less This completely challenges the current
enterprise trend I mean the industry has
been totally obsessed with multi agent architectures Everyone has been
building these massive swarms of specialized bots Right now enterprise setups often
mimic
human org
charts It is almost comical Every department
builds their own agent
A marketing team builds a marketing
agent Customer support builds a support
agent Sales builds a sales agent
And then a platform engineering
team builds
a
master
coordinator agent
just to route tasks between them all It creates a corporate bureaucracy for bots It
really does You get the exact
same problems you
get with human bureaucracy You get overlapping rules You get conflicting
instructions Most importantly you
lose context as work
is passed from the coordinator agent to the marketing agent Nuances get dropped It is a digital
game of telephone So Anthropic
looked at this mess and
they decided to test a different
approach They actually recommend folding these specialist sub
agents into one main agent loop Yeah they found that a single
agent loop can execute tasks roughly twice as fast One customer measured massive speed improvements
just by ditching the multi agent swarm Which makes sense structurally A
single agent does not
have to spend time summarizing its work to pass it to the next agent It just does the work
Exactly Wait I have to
push
back
on this though If you take all the
detailed instructions from the marketing agent and the support agent and
the sales agent and you stuff them into
one single master agent aren't you gonna cause a
massive problem You would completely overwhelm its context
window The AI would just freeze up
from information overload You would think so If you
loaded everything into the
prompt at once it absolutely would fail The model would completely lose track
of what it was supposed to be doing But Anthropic is bypassing that limitation
They are using a concept called
progressive disclosure Progressive disclosure How exactly does that
work under
the hood So the main agent is not
given every single instruction up front It starts with a broad high
level overview of its job It sees very brief descriptions
of its available skills and tools It only loads the full
detailed
instructions when it actually needs them for a very specific step in
a workflow Oh I see It is like
a master chef
with a massive library of cookbooks They do not memorize every
single recipe before opening the restaurant for the night They just memorize the index
Right When an order for
a
grilled steak comes in they query the index they pull only the grilling
instructions into their active memory They
cook the steak then they clear their mind for the next order That is a perfect way
to visualize it Technically the agent is using system
prompts to dynamically retrieve instructions It only pulls them when
triggered by a specific task Retaining earlier results in one
continuous working history also helps immensely Because the agent can connect
findings much easier than separate bots can Exactly Progressive disclosure prevents the
context
window from overloading while keeping all the capabilities available But there are important limitations
here Faster is not automatically better
Anthropic ran a very specific
test with a support agent They folded a shipping specialist
sub agent directly into the main agent and it actually broke
the workflow The consolidated agent failed
one out of two times Which is a catastrophic
failure rate for an enterprise system It really is The
main agent just
got lazy It skipped checking a
required delivery date It just answered the
customer without consulting the complex shipping rules And that highlights the
massive risk of merging everything A faster answer can
easily skip a required complex step The model reaches for
the easiest path to a completion There is also a
hard technical limit on the number of tools you can provide Tool selection degrades rapidly
if you expose too many options So what is the
actual threshold Anthropic says you run
into trouble if you expose more than 30 50 tool definitions in the system prompt The model's attention mechanism just
gets scattered It starts picking the wrong tools So you cannot just give
one agent 100 tools and expect perfection It gets profoundly confused You absolutely
should retain sub agents
in specific edge cases Keep them if you hit
those context limits Keep them if parallel work
is needed If you need to search
a database and generate an image at the exact same time You need separate agents Keep them if tool instructions
heavily
conflict with each other The decision to
consolidate must be made
very carefully task by task So what should you
watch next Anthropic
recommends a very deliberate testing strategy
You should start consolidation tests with just
10 carefully chosen examples You must meticulously inspect which individual tasks
flip from pass to fail Do not just look at the overall
success score You have to look at the granular steps Anthropic even provides a migration kit on
GitHub
right now It helps engineering teams test this transition safely
It is a measured approach to simplification The
industry is realizing that more agents do
not automatically equal more intelligence Next up we are looking at how developers
are actually being heavily incentivized to build these exact types of models and workflows Meta and Cerebral Valley are launching a massive
10 day virtual AI hackathon It runs from October 26 to November
4
2026 It is backed by a 1 million prize pool And it is capped at 20
000 builders This
is a phenomenal push for grassroots AI
adoption Meta wants developers firmly entrenched inside its ecosystem
They are throwing serious resources at this to
make it happen Builders get immediate access to Meta's absolute newest
tools They get the Muse Spark series They get
Muse Wonder They get Muse
Code They get
access to SAM
3 1 for advanced segmentation And they also get
to use the Llama OpenWeights It is an incredibly well
equipped sandbox They are giving developers
the keys to the entire multimodal kingdom There is real money
involved to support the compute costs too Every selected participant gets
150 in MetaModel API credits There are also limited
partner credits available Base10 and Modal are
offering 100 each Fireworks AI is offering 25
The compute support is serious
Base10 even lists a 2
million token per minute rate limit for participants They are ensuring developers do not
hit artificial bottlenecks especially while prototyping complex agent loops I find the structure of this
competition fascinating There are two entirely distinct judging
tracks The first is the Indie or
Student track This track is all about exploration
It judges pure creativity It judges
technical ambition It basically
asks one main question
Is this a cool working idea
The second track is a completely
different beast It is the Startup or Founder
track This track demands rigorous execution It
looks for actual production readiness
It asks a much harder question
Can this product survive real world
users and scale gracefully They are essentially judging a prototype
versus a full product Both tracks use the exact same
themes though One theme is build for your
world The other theme is push the
frontier But the expectations for the final
submissions are completely different It is a very smart way
to allocate a million dollars You encourage the wild unconstrained ideas on one side We
also encourage serious investable business ventures on the other It
captures
the entire spectrum of developer
talent There are some major caveats to this
hackathon Entry is not automatic just because you
sign up It is a rolling selection process The
organizers look closely at your project
proposal They evaluate your technical experience You can
link your GitHub profile Right
You can link previously shipped products
Right
They are curating the list Once
20 000 qualified builders are
accepted the doors close permanently There
are
also very strict geographic
exclusions This is not open to the entire globe No it is not The official
rules bar applicants from
several specific countries This includes China It includes Russia
It includes Belarus
It includes Ukraine
It also includes
Syria They are
strictly enforcing these borders
And Meta and Cerebral Valley employees
are also entirely ineligible which is standard practice for these types of corporate events So what should you watch next
regarding this event The logistics are actually surprisingly unsettled
The official finalized rules are not
even published yet They will be released sometime before
the kickoff Organizers explicitly reserve the right to
change dates and times at their discretion Yeah The current event listing says
it
starts at noon Eastern but the exact kickoff live stream
time is still unconfirmed Applicants really need to watch
the event page very closely over the next few days It sounds like they are
still finalizing the infrastructure for 20 000 concurrent builders Meanwhile what happens when
the
tools
these developers build try to interact with strict enterprise security like your actual bank account
Right Axios reports that major
U
S banks are aggressively updating their terms of service Morgan Stanley Bank of
America and
Wells Fargo are completely blocking AI agents They are stopping these
bots from taking any autonomous actions inside customer accounts The banks are drawing
a very hard non negotiable line in the sand here They are strictly
separating the ability to read data from the ability to actually transact I have to
ask a blunt question here If I voluntarily
give an AI agent my login credentials shouldn't I be
allowed to use it It is my
money If I want
a bot to log in and pay my utility bills every month why is the
bank stopping me It comes down
to a massive liability and security nightmare for the banking institution Bank terms of
service explicitly require a human being to initiate a login If you hand
a bot your password you are violating
those terms Furthermore it creates
a
massive blind spot for their security systems Explain that blind
spot How does the
bank see it Well their web
application firewalls are designed to detect unusual behavior but a successful
login with correct credentials looks identical on the bank's end They cannot tell
if it is you typing at the keyboard They cannot tell
if it is a rogue AI agent executing a script Right So if
an
agent drains your account because of a hallucination or a prompt injection attack who is responsible
Under current regulations
the bank often
bears the burden of fraud They simply cannot
accept that uncontrolled risk That makes total
sense They are terrified
of automated high speed mistakes But they
are not blocking AI completely JPMorgan and
Citi do allow limited access They allow
view only data retrieval Yes
They use officially approved intermediaries like Plaid to handle this safely So
the AI can read your account balance It
can categorize your past expenses But
it absolutely cannot move your money Jamie
Dimon has spoken very clearly about this The
JPMorgan CEO publicly stated that unrestricted entry by outside AI agents is simply too risky He
said it is too risky for the clients He
said it is too risky for the bank's underlying infrastructure The
distinction is critical here View
only access is a window You can look inside Autonomous
action is handing over the key to the vault The
banks will not hand over the key Now
we do need to mention a major caveat regarding this Axios report The
specific incidents that sparked this reporting are actually unverified That
is a crucial detail Reuters
attempted to independently confirm the specific cases that Axios described They
could not verify them And
a Morgan Stanley spokesperson went on the record They
explicitly stated they have not seen any rogue AI agents accessing their platforms This
means we should not assume every major bank is currently under siege by automated bots The
policy changes are highly likely to be preventative measures They
are updating their legal terms before the technology becomes widespread They
are getting ahead of the problem So
what should you watch next in the financial AI space Keep
a close eye on the development of secure APIs Will
banks eventually approve official highly
secure API routes Routes
that give agents actual Heavily
guarded transaction authority Routes
that go beyond just view only access
Exactly
If they do they will likely require cryptographic signatures and distinct bot identities
rather than just shared passwords
It is absolutely the next major frontier of open banking
The demand for automated finance is just too high to ignore forever
We are now moving into our Quick Reads
I am ready
Anthropic and Theorem used Claude to find critical software bugs
These were bugs completely missed by years of conventional testing
Claude wrote 180 million lines of mathematical proofs These are
specifically called rock proofs
Claude based this massive effort on OSS fuzz tests across 123 different open source
libraries It successfully found a rare image decoder
bug This specific bug required a 64 megabyte
input It also required 2 gigabytes of memory just to trigger the
failure Standard fuzzing usually stops at 1 megabyte
inputs It just throws random data at a program to see if it
crashes Claude did
something entirely different
It translated the code into formal mathematical logic
It found flaws buried incredibly deep in the architecture
It even found non crashing logic flaws that traditional fuzzers mathematically cannot
see The caveat here is highly technical but
important The absolute guarantees of these mathematical proofs only apply to specific modeled
conditions In this case they modeled a RISC V processor running a Linux
operating system This does not mean the software is totally bug free in
every possible real world
environment The underlying math is
perfect but the real world of hardware and operating systems is incredibly
messy Uber is officially rolling out chat GPT work to all 30
000 employees globally This full rollout follows a highly successful
1
000 person pilot program Interestingly 80 of those early users were non
engineers
They were employees
in finance operations and product management These employees used
it to localize training materials rapidly
They built complex interactive daily dashboards Uber
also deployed 30 specialized AI engineers They organized them into two week AI pods specifically to hunt
for new automation opportunities across the company It is
a massive aggressive deployment of enterprise AI They
are deliberately giving access to
absolutely everyone not just the technical teams
They are essentially crowdsourcing the
discovery
of Of their own corporate inefficiencies
Exactly The caveat here is purely financial Uber has not disclosed the
actual cost of this massive global rollout Furthermore they have not
reported any quantified hard productivity gains yet They are deploying it specifically to see
what workflows emerge naturally from the workforce They
are closely watching employee adoption metrics first They will worry about measuring
the strict financial return on investment later AI stocks dragged Wall Street lower
this week The
NASDAQ dropped 1 46 overall Meta fell 6 7 They recently
issued non voting shares specifically to fund further AI
expansion Tesla fell 1 9 They recently cut their capital expenditure which raised
serious questions about the pace of their AI and robotics development Lam
Research tumbled 10 1 They reported a very slight profit forecast miss CoreWeave also fell
amid growing concerns about borrowing massive sums to
buy more NVIDIA chips The broader market is incredibly anxious right now High AI
valuations leave absolutely zero room for any kind
of disappointment or delay The real caveat here
is about shifting timelines Investors are increasingly treating financing needs as immediate stress
tests They are no longer treating them as long term visionary bets
The market's patience for heavy unproven AI spending is wearing incredibly thin The grace period is
over The bill for all this AI growth is
finally
coming due We are
now moving to three takeaways from today First infrastructure is steadily maturing We
see this clearly with Sakana building shared ontologies to standardize business rules We also see it with
Anthropic refining progressive disclosure to make single agents highly capable
without
overloading
The messy foundation of enterprise AI
is getting much cleaner Second big boundaries are rapidly being drawn Major banks are
strictly locking down agent autonomy to protect customer accounts from liability Meta is placing rigid
geographic limits on who can even participate in its
massive
hackathon The rules of engagement
for developers are tightening globally Third the market now demands proof Wall Street
is highly anxious over massive AI spending versus actual tangible returns Uber is deploying chat GPT to all employees
specifically to hunt for actual valuable workflows rather than assuming they exist
The pure hype phase
is over and it is demanding hard evidence Watch one development tomorrow Theorem is
actively offering to run Claude's mathematical verification pipeline on open source projects It will be
fascinating to see who actually accepts
that intense level of
automated scrutiny Head over to
Original reporting
Read the complete Superpower Daily coverage behind this episode, including reporting context and source links.