Agus’s Substack
Agus SudjiantoMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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agussudjianto.substack.comLatest Issues
Who Owns the Gaps?
It started with “what is a model?”
One of the hardest questions in model risk management has always been one of the most basic: what exactly is a model?
Anyone who has worked in MRM knows this isn’t a philosophical exercise. The answer...
When 100,000 Agents Becomes a KPI
In my previous post, Perhaps We Built Agentic AI Backwards, I argued that we have been too willing to let an LLM propose an action, judge whether the action is sensible and then execute it. We blurred intelligence and authority, then tried...
Perhaps We Built Agentic AI Backwards
In 2022, Shunyu Yao and colleagues introduced an elegant idea called ReAct: Reason + Act.
The problem they were trying to solve was real. Language models could produce impressive chains of reasoning, but those chains were largely disconnec...
Agentic AI: Beyond “Prompt and Pray”
Say a bank builds an agent to handle credit-line increase requests, and a customer asks for another $10,000.
In a typical design, one LLM interprets the request and another plans what to do. An LLM orchestrator decides which tools to call,...
Geometric Algebra for Causal Discovery: Sector Rotation May Be a Market Bet in Disguise
This is part of a series on geometric algebra, used not as an abstract formalism but as a way to read real multivariate systems. Here it meets a familiar investing question. Is sector rotation a real cross-sector signal, or a market effect...
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Authors
The writers behind this newsletter.
Retired EVP of MRM at Wells Fargo, senior executive at Lloyds Banking and Bank of America, and Engineering Manager at Ford. Creator of PiML and MoDeVa. SVP at H2O.ai, focusing on GenAI testing, and a McKinsey Senior Advisor consulting globally.
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