investing in ai @ balderton | ml @ ucl

Joined June 2025
Introducing Reinforcement Learning from Collective Rewards (RLCR). RLCR is a recipe that trains language models as agent organisations, which share a message board and workspace. We use it to train Avalon-M1-Mini (120B) and study its behaviour. We find a number of interesting results, including: 🛠️ Learnt organisational hierarchies and divisions of labour 🕵️ Increased collective verification, through hires of verifiers and testers 👥 The rise of collective thinking, where agents think more about other agents and how to help them We believe RLCR can provide a laboratory for studying collective intelligence and multi-agent safety. Blog post and technical report 👇
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Agent infra is here! Infrastructure is always a function of the workload. With agent adoption taking off since Dec'25, we are now seeing a new infra stack emerging. Wrote down my & Tobias's thoughts on what's happening below!
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Realized NVIDIA's genius today at GTC: all they do is remove bottlenecks to AI adoption to then sell more GPUs. - AI infra build-out slowed by grid connections → DSX PODs - Security concerns holding back enterprise agents → OpenShell
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Niklas Falk retweeted
1/ Today we’re launching an open letter calling on the government to end unfair restrictions that stop Britain’s best switching jobs or starting companies. UK AI companies that have raised $5bn agree: our best should be free to start and scale. 🧵 @downingstreet @biztradegovuk
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Niklas Falk retweeted
Aaaaaaaand it's apparently solved 🫣😅
The NetHack Learning Environment (@NetHack_LE) has been around since 2020. Since 2024, balrogai.com is evaluating frontier LLM performance on it. We are slowly seeing progress on it, but it still seems far from being solved.
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Niklas Falk retweeted
Our CTO @kallyaleksiev is speaking at London Systems Club, sharing some infrastructure lessons from training Faraday. Come join us on October 12 for a conversation about how to engineer scientific intuition.
Next Systems club on the 12th of October. This is a room of 20-30 of the best engineers in London that care about systems, hardware, and performance. Speakers ⬇️ - @kallyaleksiev from @inherent_labs - Presenting lessons from Faraday, the infrastructure built to train scientific intuition on top of coding agents and outperform leading models at research paper replication. - @ismaeel_bashir_ from @ExpanseCompute - 538,000 production jobs on a national supercomputer say your users are over-reserving by 2–3x. Here's how to predict what they'll really need. Link to register in the comments 🔗
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Niklas Falk retweeted
We are stuck in a massive local optimum.
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Niklas Falk retweeted
1/ Today, we introduce Faraday, a 27B-parameter AI Scientist that extends the capabilities of coding agents with a layer of scientific intuition. Trained via long-horizon RL, Faraday outperforms Claude Opus 4.8 and GPT-5.5 on the task of replicating research papers. 🧵
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