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Essays

Games Between Programs — The Ruliology of Competition

Source: Stephen Wolfram Writings Date Published: June 4, 2026

The Ruliological Method

Stephen Wolfram applies his signature ruliological approach — the systematic enumeration of all possible strategies rather than cherry-picking human-intuitive ones — to the study of competition between agents. The core question: what happens when you let every possible program compete against every other, without preconceptions about which strategies are "good"?

Microsoft GraphRAG — Structured Knowledge Graph RAG

Source: Microsoft GraphRAG Docs \ Date Published: April 2024 (arXiv) \ Author: Microsoft Research \ Extra metadata: arXiv Paper · Blog Post


TL;DR

GraphRAG is a structured, hierarchical approach to RAG that builds a knowledge graph from raw text, clusters it into communities using the Leiden algorithm, and generates bottom-up summaries. This enables LLMs to answer holistic questions ("what are the main themes?") that naive semantic-search RAG cannot handle, while also supporting entity-level local queries. It is designed for private datasets the model hasn't been trained on.

How Does Docusign Have 7,000 Employees?

Source: How does Docusign have 7,000 employees? \ Date Published: 2026-05-29 \ Author: Trung Phan (readtrung.com)


TL;DR

In early 2026, AI-related announcements wiped $285B from legal/financial software stocks in a single day and $1T from B2B SaaS valuations year-to-date, sparking fears of a "SaaS-pocalypse." Trung Phan argues the market overreacted — but the underlying trends are real. Using Docusign as a case study (7,000 employees, 35B signatures/year, 180 countries, 1.8M customers), he shows that defensible SaaS companies aren't just feature-delivery machines. They own proprietary data (150M private consented agreements), absorb legal/regulatory risk, and embed humans in the loop. The future belongs not to "vibe-coded" micro-SaaS but to mission-critical systems of record with genuine moats.

Scandal-Hit Miyagino Stable (Hakuho's Heya) Shuts Down Permanently

Source: Sumo: Scandal-hit Miyagino stable shuts down permanently · Japan Today · Behind the Scenes \ Date Published: May 29, 2026 \ Author: Kyodo News via Mainichi / Japan Today \ Category: Sumo — Stable Dissolution


TL;DR

The Miyagino stable — formerly headed by legendary yokozuna Hakuho (record 45 top-division championships) — was permanently dissolved by the Japan Sumo Association on May 28, 2026. The stable had been closed since April 2024 after an abuse scandal where a senior wrestler physically assaulted junior stablemates. Hakuho moved his wrestlers to Isegahama stable and retired from the JSA in June 2025. With no one left to revive it after two years, the JSA board made the closure official. Isegahama stable (run by former yokozuna Terunofuji) now becomes sumo's largest with 32 wrestlers and 8 sekitori.

Billionaires Build

Source: Billionaires Build — Paul Graham \ Date Published: December 2020 \ Author: Paul Graham \ Context: Merges two topics — how to ace a YC interview and why billionaires are builders, not exploiters


TL;DR

Paul Graham argues that the defining feature of billionaires is building things people want, not exploitation. The same principle governs YC interviews: they test whether founders can build something users genuinely need. The single most important question in a YC interview is "How do you know people want this?" — and the best answer is authentic, first-hand understanding of users.

All Elementary Functions from a Single Binary Operator

arXiv: 2603.21852

Researchers have discovered that all elementary functions can be constructed from a single binary operator. This paper in Symbolic Computation (cs.SC) with connections to Machine Learning (cs.LG) shows a fundamental reduction in mathematical primitives.

How AWS Used Random Graph Theory to Build More Efficient Data Centers

Source: About Amazon by Kirsteen Rodger

As AWS data centres ballooned to tens of thousands of servers, the traditional network topology — the hierarchical tree — began to break. Cables tangled into impossible knots. Routing became a bottleneck. The cost and power consumption of network equipment started eating into the economics of cloud computing.

The solution came from an unlikely place: random graph theory.


The Three Problems

As data centres scaled, three interlocking problems emerged:

1. Cable Tangles

Traditional data centre networks use a multi-tier tree topology (access → aggregation → core). At AWS's scale, this meant millions of cables running through crowded plenums. Cable management became a nightmare — tangled bundles that made maintenance a hazard and airflow a constant struggle.

Solution: ShuffleBox — a sealed, unpowered enclosure that deterministically shuffles connections between servers using just 8 specific numbers derived from Comandur's equation. Think of it as a mechanical permutation device: cables go in one side, emerge rearranged on the other, creating a near-random network topology with no active components.

2. Routing Complexity

In a traditional network, routing is a shortest-path problem. But as the network grows, routing tables explode and convergence times slow down. A single link failure can send the entire network into a recalculation spiral.

Solution: SprayPoint Protocol — instead of computing a single best path, SprayPoint sprays data packets to all neighbours simultaneously. Waypoint routers keep a lightweight pointer to the destination, and data finds its way through hundreds of simultaneous paths. This eliminates the need for global routing tables and provides inherent load balancing — traffic naturally spreads across all available links.

3. Proving It Works

Random networks are notoriously hard to verify. How do you prove a design works at a scale that doesn't exist yet? Building a test data centre for a million-server topology is impractical.

Solution: 530 Compute-Processing Years of Simulation — the team ran exhaustive simulations and derived mathematical formulas that could predict the behaviour of the random topology at any scale. The proof wasn't just empirical; it was theoretical. Comandur's equation provides a closed-form expression for the network's expected performance characteristics.


The Team

The project was a cross-disciplinary collaboration:

  • Giacomo Bernardi — AWS networking lead
  • Ratul Mahajan — AWS networking researcher
  • Seshadhri Comandur — UC Santa Cruz mathematician (the "Comandur" behind the equation)
  • Matt Rehder — AWS hardware engineer

The Results

The numbers are striking:

Metric Improvement
Performance 1/3 faster data throughput
Power consumption 40% reduction in network power
Hardware costs Billions saved in networking equipment
Deployment Began 2025 in Spain and Germany; rolled out to most global AWS data centres by 2026

The power savings alone are significant at AWS's scale — 40% less energy spent on network switching means lower operational costs and a meaningful reduction in the company's carbon footprint.


Why Random Works

The counter-intuitive insight: perfectly planned, regular network topologies (trees, hypercubes, toruses) create single points of failure and congestion hotspots. Random topologies, by contrast, distribute traffic uniformly across all links. No link is special; no switch is critical. The network becomes robust by eliminating hierarchy.

AWS's ShuffleBox design proves that sometimes the best-laid plans are no match for a well-chosen dose of randomness.


What's Next

With the random graph approach proven at scale, the techniques are likely to influence data centre design across the industry. Google, Microsoft, and Meta are all wrestling with the same scaling problems. AWS's open publication of the research suggests the company wants to establish this as an industry standard — and given the billions saved, competitors will be paying close attention.