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skilesare comments on Even when contrarians win, they lose: Jeff Hawkins - Less Wrong Discussion
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Numenta's stuff made a lot of sense. They kept things simple by removing the recursion of HTMs...and I think that is probably the key to the whole thing working.
All that being said, their latest product Grok seems to have some success in the network monitoring space. http://numenta.com/grok/
On Intelligence was my first intro to the idea of Bayesian thinking.