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Sep 3

Parsing the Stream: A Live Trace Model for Long-Horizon Agents and Their Observers

A long-horizon agent's trace outgrows both of its consumers: the human observer monitoring the run, and the agent itself, whose bounded context the trace must be folded back into. We present a live trace model, an append-only event ledger folded incrementally into typed run state and compiled into per-consumer views, and evaluate it for both consumers against deterministic ground truth. For the observer side, evaluated with an LLM reader as proxy, the compiled view answers monitoring questions using approximately 14x and 15x fewer input tokens (by reader) and at 5-7x lower cost than a budget-capped single-call reading of the raw trace, with higher accuracy (0.85-0.87 versus 0.48). Because the questions were co-designed with the view schema, we treat the token and cost reduction, conditional on schema coverage, as the transferable result. For the agent, on 120-link sequential-dependency tasks, mechanisms that maintain the task's running statistic in per-step state succeed where full-context prompting fails (30/30 versus 8/30 under a clean protocol, n=30, labeled descriptive owing to benchmark-system co-development); a prompt-level scratchpad matches the fold's accuracy at lower cost, and a two-arm decomposition attributes the fold's accuracy to its deterministic aggregate and its cost advantage to its compactness. The fold's remaining value over cheaper alternatives is deterministic auditability and serving the observer from the same state. We derive eleven candidate requirements for trace folding from observed failures and delimit them with an order-sensitive task family on which the fold ceases to help. Code, benchmarks, a regenerable synthetic corpus, and all workbench traces are released.

  • 2 authors
·
Aug 31

Reason Less, Verify More: Deterministic Gates Recover a Silent Policy-Violation Failure Mode in Tool-Using LLM Agents

Tool-using LLM agents can violate the very policies they are deployed to enforce while appearing to complete the task successfully. In policy-permissive environments, a tool may execute any well-formed call even when the corresponding state transition is forbidden by domain policy. The result is a silent wrong state (a booking cancelled, a passenger count changed, a claim acted on without verification) that neither the tool nor the agent's self-report exposes. We study this failure mode in the τ^2-bench airline domain. On a budget agent, 78% of observed failures are silent wrong-state failures with no tool error, and the aggregate failure rate is reproducible across disjoint seeds, not sampling noise. We then evaluate a lightweight intervention: deterministic, read-only pre-execution gates that inspect the proposed call and current state before allowing a write. A four-gate suite raises full-benchmark success from 29.6% to 42.0% on gpt-4o-mini (+12.4pp; paired task-level bootstrap P=0.0012), and the lift reproduces on a disjoint 15-seed set (+12.3pp; P=0.0008). The effect is concentrated where the gates fire: on the 26/50 firing tasks, success rises by +19.2pp, while movement on the 24 non-firing tasks does not exclude zero. Two negative controls (a self-enforcing retail domain and BFCL) bound the mechanism: gates help when tools are policy-permissive and add little where tools already self-enforce. As suggestive evidence, not a central claim, the same failure mode persists at the frontier: gpt-5.2 at default reasoning still attempts policy-violating writes, and the same suite improves success from 61.2% to 71.6% (+10.4pp; P=0.020; n=5, no replication). The contribution is a bounded evaluation and reliability result: deterministic gates do not guarantee task success, but they can deterministically prevent a known class of silent policy-violating writes at the action boundary.

  • 3 authors
·
Jul 7

CamI2V: Camera-Controlled Image-to-Video Diffusion Model

Recent advancements have integrated camera pose as a user-friendly and physics-informed condition in video diffusion models, enabling precise camera control. In this paper, we identify one of the key challenges as effectively modeling noisy cross-frame interactions to enhance geometry consistency and camera controllability. We innovatively associate the quality of a condition with its ability to reduce uncertainty and interpret noisy cross-frame features as a form of noisy condition. Recognizing that noisy conditions provide deterministic information while also introducing randomness and potential misguidance due to added noise, we propose applying epipolar attention to only aggregate features along corresponding epipolar lines, thereby accessing an optimal amount of noisy conditions. Additionally, we address scenarios where epipolar lines disappear, commonly caused by rapid camera movements, dynamic objects, or occlusions, ensuring robust performance in diverse environments. Furthermore, we develop a more robust and reproducible evaluation pipeline to address the inaccuracies and instabilities of existing camera control metrics. Our method achieves a 25.64% improvement in camera controllability on the RealEstate10K dataset without compromising dynamics or generation quality and demonstrates strong generalization to out-of-domain images. Training and inference require only 24GB and 12GB of memory, respectively, for 16-frame sequences at 256x256 resolution. We will release all checkpoints, along with training and evaluation code. Dynamic videos are best viewed at https://zgctroy.github.io/CamI2V.

  • 6 authors
·
Oct 21, 2024

Declarative Outcome-Conformant Synthesis: Exact, Closed-Form Specification Satisfaction and a Conformance Benchmark

We study a capability the dominant paradigm in synthetic tabular data does not provide: exact satisfaction of a declared analytical outcome with no source data. Imitation methods (copulas, GANs, diffusion) learn a real distribution and sample from it, and are judged on fidelity to real data. A large, practical class of needs is different: generating data with no source data ("cold start") that reproduces a declared outcome (a revenue curve, a churn rate, a group share) across a relational schema. Off-the-shelf imitation tools offer no interface for such targets, and no sampler can hit an exact aggregate, because sampling has variance. On a real public dataset, off-the-shelf learned synthesizers trained on that very data miss the declared monthly aggregate by 74 to 86 percent; a per-period steelman cuts the miss to about 19 percent and still cannot reach 0; a closed-form generator reaches exactly 0. We name this task outcome-conformant synthesis, argue its evaluation axis is conformance rather than fidelity, and show the two axes are orthogonal. We contribute: (1) a formal account showing a widely-used family of exact-aggregate generators is exactly conditional-sum sampling of a Gamma population (via Lukacs' characterization), with closed-form exactness, a closed-form marginal CV, and scale-invariance; a controlled experiment maps the boundary, enforcing the exact aggregate costs at most 0.006 in 1-Wasserstein distance to an arbitrary external marginal, the rest being shape-family mismatch; (2) SpecBench, to our knowledge the first benchmark to measure conformance to analytical outcomes for cold-start relational synthesis; and (3) a closed-form, deterministic reference system. Exact aggregation alone is trivial; the contribution is conformance jointly with closed-form marginals, integrity, determinism, and zero source data. We concede fidelity to imitation where real data exists.

  • 1 authors
·
Jun 6

Relational Multi-Agent Reinforcement Learning for Dynamic Pricing in High-Speed Railway Markets

In liberalised railway systems, operators must set prices dynamically in an environment with partial observability, as they retain private information about their objectives and performance, where regulatory constraints prohibit communication or direct information exchange between competitors to prevent explicit collusion. Consequently, agents must learn to infer strategic interactions only from observable market data which presents a significant challenge for multi-agent reinforcement learning, where standard approaches typically treat observations as unstructured vectors, ignoring the underlying market topology that governs strategic interactions. To address this, an entity graph modelling approach is proposed, which represents the environment as a graph of operational units, rather than decision-making agents or static infrastructure, encoding competition, coordination, and connectivity relations between entities. Then, an extension of the multi-agent twin delayed deep deterministic policy gradient algorithm with graph-based representation learning processes the features of the entities through a multi-layer relational graph convolutional network and aggregates them via a learnt attention mechanism. Experimental results in a rail pricing reinforcement learning environment show that this novel framework achieves higher revenue and stability in two different settings of increasing market complexity compared to a representative selection of relational and non-relational baselines. The code is publicly available at: https://github.com/Kinrre/RelationalRailPricing-RL

  • 5 authors
·
Jul 5

Replayable Financial Agents: A Determinism-Faithfulness Assurance Harness for Tool-Using LLM Agents

LLM agents struggle with regulatory audit replay: when asked to reproduce a flagged transaction decision with identical inputs, many deployments fail to return consistent results. We introduce the Determinism-Faithfulness Assurance Harness (DFAH), a framework for measuring trajectory determinism, decision determinism, and evidence-conditioned faithfulness in tool-using agents deployed in financial services. Across 4,700+ agentic runs (7 models, 4 providers, 3 financial benchmarks with 50 cases each at T=0.0), we find that decision determinism and task accuracy are not detectably correlated (r = -0.11, 95% CI [-0.49, 0.31], p = 0.63, n = 21 configurations): models can be deterministic without being accurate, and accurate without being deterministic. Because neither metric predicts the other in our sample, both must be measured independently, which is precisely what DFAH provides. Small models (7-20B) achieve near-perfect determinism through rigid pattern matching at the cost of accuracy (20-42%), while frontier models show moderate determinism (50-96%) with variable accuracy. No model achieves both perfect determinism and high accuracy, supporting DFAH's multi-dimensional measurement approach. We provide three financial benchmarks (compliance triage, portfolio constraints, and DataOps exceptions; 50 cases each) together with an open-source stress-test harness. Across these benchmarks and DFAH evaluation settings, Tier 1 models with schema-first architectures achieved determinism levels consistent with audit replay requirements.

  • 1 authors
·
Mar 6

Stochastic CHAOS: Why Deterministic Inference Kills, and Distributional Variability Is the Heartbeat of Artifical Cognition

Deterministic inference is a comforting ideal in classical software: the same program on the same input should always produce the same output. As large language models move into real-world deployment, this ideal has been imported wholesale into inference stacks. Recent work from the Thinking Machines Lab has presented a detailed analysis of nondeterminism in LLM inference, showing how batch-invariant kernels and deterministic attention can enforce bitwise-identical outputs, positioning deterministic inference as a prerequisite for reproducibility and enterprise reliability. In this paper, we take the opposite stance. We argue that, for LLMs, deterministic inference kills. It kills the ability to model uncertainty, suppresses emergent abilities, collapses reasoning into a single brittle path, and weakens safety alignment by hiding tail risks. LLMs implement conditional distributions over outputs, not fixed functions. Collapsing these distributions to a single canonical completion may appear reassuring, but it systematically conceals properties central to artificial cognition. We instead advocate Stochastic CHAOS, treating distributional variability as a signal to be measured and controlled. Empirically, we show that deterministic inference is systematically misleading. Single-sample deterministic evaluation underestimates both capability and fragility, masking failure probability under paraphrases and noise. Phase-like transitions associated with emergent abilities disappear under greedy decoding. Multi-path reasoning degrades when forced onto deterministic backbones, reducing accuracy and diagnostic insight. Finally, deterministic evaluation underestimates safety risk by hiding rare but dangerous behaviors that appear only under multi-sample evaluation.

  • 10 authors
·
Jan 12 2

LLM-42: Enabling Determinism in LLM Inference with Verified Speculation

In LLM inference, the same prompt may yield different outputs across different runs. At the system level, this non-determinism arises from floating-point non-associativity combined with dynamic batching and GPU kernels whose reduction orders vary with batch size. A straightforward way to eliminate non-determinism is to disable dynamic batching during inference, but doing so severely degrades throughput. Another approach is to make kernels batch-invariant; however, this tightly couples determinism to kernel design, requiring new implementations. This coupling also imposes fixed runtime overheads, regardless of how much of the workload actually requires determinism. Inspired by ideas from speculative decoding, we present LLM-42, a scheduling-based approach to enable determinism in LLM inference. Our key observation is that if a sequence is in a consistent state, the next emitted token is likely to be consistent even with dynamic batching. Moreover, most GPU kernels use shape-consistent reductions. Leveraging these insights, LLM-42 decodes tokens using a non-deterministic fast path and enforces determinism via a lightweight verify-rollback loop. The verifier replays candidate tokens under a fixed-shape reduction schedule, commits those that are guaranteed to be consistent across runs, and rolls back those violating determinism. LLM-42 mostly re-uses existing kernels unchanged and incurs overhead only in proportion to the traffic that requires determinism.

  • 4 authors
·
Jan 29

ORCH: many analyses, one merge-a deterministic multi-agent orchestrator for discrete-choice reasoning with EMA-guided routing

Recent advances in large-scale language models (LLMs) have made multi-agent architectures attractive for challenging reasoning tasks. However, many existing systems rely on stochastic routing or ad-hoc heuristics, making their behavior difficult to reproduce and their decision process hard to interpret. We propose ORCH, a deterministic coordination framework for discrete-choice reasoning that orchestrates heterogeneous LLMs. ORCH follows a ``many analyses, one decision'' paradigm: multiple base models independently produce structured analyses, and a dedicated merge agent outputs the final choice. The framework uses fixed rules for task decomposition and answer aggregation, keeping the pipeline predictable, reproducible, and training-free. Determinism here refers to fixed routing and aggregation rules under a fixed evaluation protocol, rather than strict bit-level reproducibility across deployments. To exploit model complementarity, we optionally introduce an EMA-guided router that updates agent selection using historical accuracy, latency, or cost; since it relies on answer-based feedback, it is mainly intended for benchmarking, controlled evaluation, or delayed-feedback settings. Experiments on MMLU, MMLU-Pro, and GSM8K show that ORCH consistently outperforms single-model baselines and a majority-vote ensemble. On MMLU-Pro, ORCH improves accuracy by over 10 points compared to the strongest baseline, and on GSM8K it yields gains exceeding 50 points; McNemar tests confirm statistical significance. The EMA router provides an additional 0.7--2.0 point accuracy boost, and ablations show that both multi-agent collaboration and routing contribute substantially. Overall, ORCH offers a practical path toward controllable, interpretable, and deployment-ready LLM-based agent systems for discrete-choice reasoning.

  • 2 authors
·
Feb 1

Verified Detection and Prevention of Concurrency Anomalies in Multi-Agent Large Language Model Systems

Multi-agent LLM systems share state through memory stores, vector indices, and tool registries. We model such sharing as long-running read-generate-write operations under deterministic-generation semantics -- the regime durable-execution engines enforce by deterministic replay -- and formalize four concurrency anomalies in TLA+: stale-generation, phantom-tool, causal-cascade, and tool-effect reordering, structural analogues of classical isolation anomalies, each with a TLC counter-example. The exclusion lattice over these anomalies is trivial; the contribution is the mechanically verified realizability and strict separation of one maximal chain within it, L_0 subsetneq cdots subsetneq L_4, to our knowledge the first machine-checked consistency hierarchy for such runtimes. A development of 274 Verus obligations (zero assume, zero admit; trust base: two structural axioms and a mutex correspondence) proves the detectors sound and complete against the specifications and each runtime its avoidance set. Three deployed Rust runtimes realize L0-L1 (pessimistic locking, serializable snapshot isolation, default-SI), each verified against stale-generation and refined to its state machine; L2-L4 are exec-mode-verified with dependency-free prevention twins (A3, A6, A2: 0/1000 versus 1000/1000), and L2 is run live across three model families (A3 prevented in all 120 retracted sessions). We reproduce a silent lost update in ByteDance's deer-flow, formalizing its fix as a verified L_0 to L_1 refinement, and exhibit tool-effect reordering in LangGraph's ToolNode on unmodified output, removed by an L3 commit-order sequencer. The verified detector, refinements, and realizability artifacts are the contribution; the phenomena and lattice are classical.

  • 1 authors
·
Jun 14 1

LLM Output Drift: Cross-Provider Validation & Mitigation for Financial Workflows

Financial institutions deploy Large Language Models (LLMs) for reconciliations, regulatory reporting, and client communications, but nondeterministic outputs (output drift) undermine auditability and trust. We quantify drift across five model architectures (7B-120B parameters) on regulated financial tasks, revealing a stark inverse relationship: smaller models (Granite-3-8B, Qwen2.5-7B) achieve 100% output consistency at T=0.0, while GPT-OSS-120B exhibits only 12.5% consistency (95% CI: 3.5-36.0%) regardless of configuration (p<0.0001, Fisher's exact test). This finding challenges conventional assumptions that larger models are universally superior for production deployment. Our contributions include: (i) a finance-calibrated deterministic test harness combining greedy decoding (T=0.0), fixed seeds, and SEC 10-K structure-aware retrieval ordering; (ii) task-specific invariant checking for RAG, JSON, and SQL outputs using finance-calibrated materiality thresholds (plus or minus 5%) and SEC citation validation; (iii) a three-tier model classification system enabling risk-appropriate deployment decisions; and (iv) an audit-ready attestation system with dual-provider validation. We evaluated five models (Qwen2.5-7B via Ollama, Granite-3-8B via IBM watsonx.ai, Llama-3.3-70B, Mistral-Medium-2505, and GPT-OSS-120B) across three regulated financial tasks. Across 480 runs (n=16 per condition), structured tasks (SQL) remain stable even at T=0.2, while RAG tasks show drift (25-75%), revealing task-dependent sensitivity. Cross-provider validation confirms deterministic behavior transfers between local and cloud deployments. We map our framework to Financial Stability Board (FSB), Bank for International Settlements (BIS), and Commodity Futures Trading Commission (CFTC) requirements, demonstrating practical pathways for compliance-ready AI deployments.

  • 2 authors
·
Nov 10, 2025

From Entropy to Epiplexity: Rethinking Information for Computationally Bounded Intelligence

Can we learn more from data than existed in the generating process itself? Can new and useful information be constructed from merely applying deterministic transformations to existing data? Can the learnable content in data be evaluated without considering a downstream task? On these questions, Shannon information and Kolmogorov complexity come up nearly empty-handed, in part because they assume observers with unlimited computational capacity and fail to target the useful information content. In this work, we identify and exemplify three seeming paradoxes in information theory: (1) information cannot be increased by deterministic transformations; (2) information is independent of the order of data; (3) likelihood modeling is merely distribution matching. To shed light on the tension between these results and modern practice, and to quantify the value of data, we introduce epiplexity, a formalization of information capturing what computationally bounded observers can learn from data. Epiplexity captures the structural content in data while excluding time-bounded entropy, the random unpredictable content exemplified by pseudorandom number generators and chaotic dynamical systems. With these concepts, we demonstrate how information can be created with computation, how it depends on the ordering of the data, and how likelihood modeling can produce more complex programs than present in the data generating process itself. We also present practical procedures to estimate epiplexity which we show capture differences across data sources, track with downstream performance, and highlight dataset interventions that improve out-of-distribution generalization. In contrast to principles of model selection, epiplexity provides a theoretical foundation for data selection, guiding how to select, generate, or transform data for learning systems.

  • 6 authors
·
Jan 6

Uncertainty-Aware End-to-End AI Weather Forecasting: Disentangling Observation and Model Contributions

End-to-end weather forecasting systems produce skillful global gridded and station forecasts directly from raw Earth observations, replacing the numerical weather prediction pipeline, including data assimilation, at a fraction of its cost. These systems are deterministic and issue no uncertainty. Here we render the Aardvark Weather model probabilistic by attaching one stochastic mechanism to each component: learned, input-dependent noise at the observation encoder, capturing aleatoric uncertainty inherited from the observing system, and Monte Carlo dropout in the processor, capturing epistemic uncertainty in the learned dynamics. The resulting nested ensemble attributes forecast spread to the two sources through a law-of-total-variance decomposition, cross-checked by withholding observation streams. Probabilistic finetuning significantly improves the mean forecast, by 4.2% on average across variables and lead times. The ensemble is calibrated against ERA5 through the medium range (spread-skill ratio 0.98), keeps station RMSE within 2.4% of the deterministic model while beating it in CRPS at every lead time, and trails the operational ECMWF ensemble. The encoder branch behaves as observation-driven uncertainty. Component-attributed uncertainty makes end-to-end forecasts more transparent, a step toward observation-driven digital twins of the atmosphere.

On the Predictive Skill of Artificial Intelligence-based Weather Models for Extreme Events using Uncertainty Quantification

Accurate prediction of extreme weather events remains a major challenge for artificial intelligence-based weather prediction systems. While deterministic models such as FuXi, GraphCast, and SFNO have achieved competitive forecast skill relative to numerical weather prediction, their ability to represent uncertainty and capture extremes is still limited. This study investigates how state-of-the-art deterministic artificial intelligence-based models respond to initial-condition perturbations and evaluates the resulting ensembles in forecasting extremes. Using four perturbation strategies (Gaussian, Perlin noise, Hemispheric Centered Bred Vectors, and Huge Ensembles), we generate 50 member ensembles for the August 2022 Pakistan floods and China heatwave, and complement these case studies with a global threshold-based evaluation. Ensemble skill is assessed against ERA5 and compared with IFS ENS and the AIFS ENS probabilistic model using deterministic and probabilistic metrics. Results show that simpler perturbations like Gaussian and Perlin noise produce similarly realistic ensemble spread and probabilistic skill as flow-based approaches like HCBV and HENS, narrowing but not closing the performance gap with numerical weather prediction ensembles, or native probabilistic models which retain the highest probabilistic skill across variables. Model choice is the dominant factor for ensemble performance, not perturbation method. Across variables, models capture temperature extremes more effectively than precipitation. These findings demonstrate that simple input perturbations can extend deterministic models toward probabilistic forecasting in hardware-constrained settings, supporting artificial intelligence-driven early warning systems.

Neuro-Symbolic AI for Korean Criminal Law: Sentencing Prediction and Document Drafting

The Korean criminal justice system utilizes summary proceedings (guyaksik) to expedite high-volume minor infractions, such as simple driving under the influence (DUI), unlicensed driving, and minor traffic casualties. Although this mechanism improves judicial throughput, processing these cases creates a substantial administrative burden for prosecutors, driving the need for automated systems that can precisely translate unstructured legal text into deterministic statutory outcomes. While recent Large Language Models (LLMs) excel at semantic extraction, their probabilistic nature inherently limits their reliability in Legal Judgment Prediction tasks. Specifically, when confronted with the arithmetic constraints of legal statutes, LLMs can produce hallucinations. Given that legal accountability permits virtually no tolerance for stochastic errors, purely neural architectures remain limited in their direct judicial applications. To address these limitations, we propose a Neuro-Symbolic framework that bridges unstructured legal facts with formal verification. Our architecture restricts the LLM exclusively to semantic extraction, while offloading statutory fine calculations to a Satisfiability Modulo Theories solver. This division of labor reduces hallucination risks during computation. Furthermore, we incorporate a Human-in-the-Loop verification scheme to preserve professional legal oversight. We formalize the 2026 Sentencing Guidelines for Traffic Offenses within this pipeline, demonstrating a deterministic approach to supporting summary indictments.

  • 1 authors
·
Jul 21

GPUSimBench: Towards Scalable and Reliable GPU-Accelerated Simulators in Embodied AI

Data-driven embodied AI is rapidly transitioning into a paradigm that scales training through massively parallel simulation, where GPU-accelerated simulators serve as the foundational data infrastructure. However, as computational throughput scales, the underlying trade-offs between parallel efficiency, physical fidelity, and execution determinism remain largely unexamined, hindering the development of reliable robot learning. In this paper, we expose the hidden limits of mainstream GPU-based robotic simulators (e.g., Isaac Lab, Genesis) by introducing GPUSimBench, which focuses on scalability, physical consistency, and computational determinism. First, GPUSimBench establishes a physical grounding evaluation with a controlled inclined-plane task, quantifying the distributional alignment between simulated dynamics and their real-world counterparts. Second, we benchmark parallel scalability by measuring throughput and memory footprints across scaling environment counts. Crucially, beyond standard performance metrics, we unveil and quantify the inherent non-determinism introduced by GPU-batched execution, characterized by significant run-to-run and inter-environment variability even under identical initial conditions. Finally, we identify four empirical regimes of stochasticity within current simulator stacks, highlighting that unbounded scaling can compromise reproducibility without explicit constraints.

  • 7 authors
·
Jul 5

Online Flow Time Minimization with Gradually Revealed Jobs

We consider the problem of online preemptive scheduling on a single machine to minimize the total flow time. In clairvoyant scheduling, where job processing times are revealed upon arrival, the Shortest Remaining Processing Time (SRPT) algorithm is optimal. In practice, however, exact processing times are often unknown. At the opposite extreme, non-clairvoyant scheduling, in which processing times are revealed only upon completion, suffers from strong lower bounds on the competitive ratio. This motivates the study of intermediate information models. We introduce a new model in which processing times are revealed gradually during execution. Each job consists of a sequence of operations, and the processing time of an operation becomes known only after the preceding one completes. This models many scheduling scenarios that arise in computing systems. Our main result is a deterministic O(m^2)-competitive algorithm, where m is the maximum number of operations per job. More specifically, we prove a refined competitive ratio in O(m_1 cdot m_2), where m_1 and m_2 are instance-dependent parameters describing the operation size structure. Our algorithm and analysis build on recent advancements in robust flow time minimization (SODA '26), where jobs arrive with estimated sizes. However, in our setting we have no bounded estimate on a job's processing time. Thus, we design a highly adaptive algorithm that gradually explores a job's operations while working on them, and groups them into virtual chunks whose size can be well-estimated. This is a crucial ingredient of our result and requires a much more careful analysis compared to the robust setting. We also provide lower bounds showing that our bounds are essentially best possible. For the special case of scheduling with uniform obligatory tests, we show that SRPT at the operation level is 2-competitive, which is best possible.

  • 4 authors
·
Feb 13

Deterministic vs. LLM-Controlled Orchestration for COBOL-to-Python Modernization

Modernizing legacy COBOL systems remains difficult due to scarce expertise, large and long-lived codebases, and strict correctness requirements. Recent large language model (LLM)-based modernization systems increasingly rely on agentic workflows in which the model controls multi-step tool execution. However, it remains unclear whether delegating execution control to the LLM improves correctness, robustness, or efficiency in structured software engineering workflows. We present a controlled empirical study of deterministic and LLM-controlled orchestration for COBOL-to-Python modernization. Using a unified experimental framework, we hold the language models, prompts, tools, configurations, and source programs constant while varying only the execution control strategy. This isolates orchestration as the sole experimental variable. We evaluate both approaches using functional correctness, robustness across repeated stochastic runs, and computational efficiency. Across multiple models, deterministic orchestration achieves comparable computational accuracy to LLM-controlled orchestration while improving worst-case robustness and reducing performance variability across runs. Deterministic execution also reduces token consumption by up to 3.5x, leading to substantially lower operational cost. These results suggest that, in structured modernization workflows with explicit validation stages, fixed execution policies provide more stable and cost-efficient behavior than fully agentic orchestration without reducing translation quality.

  • 2 authors
·
May 10

VFMF: World Modeling by Forecasting Vision Foundation Model Features

Forecasting from partial observations is central to world modeling. Many recent methods represent the world through images, and reduce forecasting to stochastic video generation. Although such methods excel at realism and visual fidelity, predicting pixels is computationally intensive and not directly useful in many applications, as it requires translating RGB into signals useful for decision making. An alternative approach uses features from vision foundation models (VFMs) as world representations, performing deterministic regression to predict future world states. These features can be directly translated into actionable signals such as semantic segmentation and depth, while remaining computationally efficient. However, deterministic regression averages over multiple plausible futures, undermining forecast accuracy by failing to capture uncertainty. To address this crucial limitation, we introduce a generative forecaster that performs autoregressive flow matching in VFM feature space. Our key insight is that generative modeling in this space requires encoding VFM features into a compact latent space suitable for diffusion. We show that this latent space preserves information more effectively than previously used PCA-based alternatives, both for forecasting and other applications, such as image generation. Our latent predictions can be easily decoded into multiple useful and interpretable output modalities: semantic segmentation, depth, surface normals, and even RGB. With matched architecture and compute, our method produces sharper and more accurate predictions than regression across all modalities. Our results suggest that stochastic conditional generation of VFM features offers a promising and scalable foundation for future world models.

  • 4 authors
·
Dec 11, 2025

Analysis on Riemann Hypothesis with Cross Entropy Optimization and Reasoning

In this paper, we present a novel framework for the analysis of Riemann Hypothesis [27], which is composed of three key components: a) probabilistic modeling with cross entropy optimization and reasoning; b) the application of the law of large numbers; c) the application of mathematical inductions. The analysis is mainly conducted by virtue of probabilistic modeling of cross entropy optimization and reasoning with rare event simulation techniques. The application of the law of large numbers [2, 3, 6] and the application of mathematical inductions make the analysis of Riemann Hypothesis self-contained and complete to make sure that the whole complex plane is covered as conjectured in Riemann Hypothesis. We also discuss the method of enhanced top-p sampling with large language models (LLMs) for reasoning, where next token prediction is not just based on the estimated probabilities of each possible token in the current round but also based on accumulated path probabilities among multiple top-k chain of thoughts (CoTs) paths. The probabilistic modeling of cross entropy optimization and reasoning may suit well with the analysis of Riemann Hypothesis as Riemann Zeta functions are inherently dealing with the sums of infinite components of a complex number series. We hope that our analysis in this paper could shed some light on some of the insights of Riemann Hypothesis. The framework and techniques presented in this paper, coupled with recent developments with chain of thought (CoT) or diagram of thought (DoT) reasoning in large language models (LLMs) with reinforcement learning (RL) [1, 7, 18, 21, 24, 34, 39-41], could pave the way for eventual proof of Riemann Hypothesis [27].

  • 2 authors
·
Sep 29, 2024

Learnable Commutative Monoids for Graph Neural Networks

Graph neural networks (GNNs) have been shown to be highly sensitive to the choice of aggregation function. While summing over a node's neighbours can approximate any permutation-invariant function over discrete inputs, Cohen-Karlik et al. [2020] proved there are set-aggregation problems for which summing cannot generalise to unbounded inputs, proposing recurrent neural networks regularised towards permutation-invariance as a more expressive aggregator. We show that these results carry over to the graph domain: GNNs equipped with recurrent aggregators are competitive with state-of-the-art permutation-invariant aggregators, on both synthetic benchmarks and real-world problems. However, despite the benefits of recurrent aggregators, their O(V) depth makes them both difficult to parallelise and harder to train on large graphs. Inspired by the observation that a well-behaved aggregator for a GNN is a commutative monoid over its latent space, we propose a framework for constructing learnable, commutative, associative binary operators. And with this, we construct an aggregator of O(log V) depth, yielding exponential improvements for both parallelism and dependency length while achieving performance competitive with recurrent aggregators. Based on our empirical observations, our proposed learnable commutative monoid (LCM) aggregator represents a favourable tradeoff between efficient and expressive aggregators.

  • 2 authors
·
Dec 16, 2022

An Efficient Spatial Branch-and-Bound Algorithm for Global Optimization of Gaussian Process Posterior Mean Functions

We study the deterministic global optimization of trained Gaussian process posterior mean functions over hyperrectangular domains. Although the posterior mean function has a compact closed-form representation, its global optimization is challenging because it remains nonlinear and nonconvex. Existing exact deterministic approaches become increasingly difficult to scale as the number of training data points grows, leading to approximation-based methods that improve tractability by optimizing a modified (inexact) objective. In this work, we propose PALM-Mean, a piecewise-analytic lower-bounding framework embedded in reduced-space spatial branch-and-bound. At each node, kernel terms that are locally important are replaced by a sign-aware piecewise-linear relaxation in an appropriate scalar distance variable, while the remaining terms are bounded analytically in closed form. We show this hybrid approach yields a valid lower bound for the posterior mean, while limiting the size of the branch-and-bound subproblems. We establish validity of the node lower bounds and varepsilon-global convergence of the resulting algorithm. Computational results on synthetic benchmarks and real-world application problems show that PALM-Mean improves scalability relative to representative general-purpose deterministic global solvers, particularly as the number of training data points increases.

  • 4 authors
·
Apr 20

Reasoning Models Can Be Effective Without Thinking

Recent LLMs have significantly improved reasoning capabilities, primarily by including an explicit, lengthy Thinking process as part of generation. In this paper, we question whether this explicit thinking is necessary. Using the state-of-the-art DeepSeek-R1-Distill-Qwen, we find that bypassing the thinking process via simple prompting, denoted as NoThinking, can be surprisingly effective. When controlling for the number of tokens, NoThinking outperforms Thinking across a diverse set of seven challenging reasoning datasets--including mathematical problem solving, formal theorem proving, and coding--especially in low-budget settings, e.g., 51.3 vs. 28.9 on ACM 23 with 700 tokens. Notably, the performance of NoThinking becomes more competitive with pass@k as k increases. Building on this observation, we demonstrate that a parallel scaling approach that uses NoThinking to generate N outputs independently and aggregates them is highly effective. For aggregation, we use task-specific verifiers when available, or we apply simple best-of-N strategies such as confidence-based selection. Our method outperforms a range of baselines with similar latency using Thinking, and is comparable to Thinking with significantly longer latency (up to 9x). Together, our research encourages a reconsideration of the necessity of lengthy thinking processes, while also establishing a competitive reference for achieving strong reasoning performance in low-budget settings or at low latency using parallel scaling.

  • 6 authors
·
Apr 14, 2025 2

Faster Algorithms for Text-to-Pattern Hamming Distances

We study the classic Text-to-Pattern Hamming Distances problem: given a pattern P of length m and a text T of length n, both over a polynomial-size alphabet, compute the Hamming distance between P and T[i, ., . , i+m-1] for every shift i, under the standard Word-RAM model with Theta(log n)-bit words. - We provide an O(nm) time Las Vegas randomized algorithm for this problem, beating the decades-old O(n m log m) running time [Abrahamson, SICOMP 1987]. We also obtain a deterministic algorithm, with a slightly higher O(nm(log mloglog m)^{1/4}) running time. Our randomized algorithm extends to the k-bounded setting, with running time Obig(n+nk{m}big), removing all the extra logarithmic factors from earlier algorithms [Gawrychowski and Uzna\'{n}ski, ICALP 2018; Chan, Golan, Kociumaka, Kopelowitz and Porat, STOC 2020]. - For the (1+epsilon)-approximate version of Text-to-Pattern Hamming Distances, we give an O(epsilon^{-0.93}n) time Monte Carlo randomized algorithm, beating the previous O(epsilon^{-1}n) running time [Kopelowitz and Porat, FOCS 2015; Kopelowitz and Porat, SOSA 2018]. Our approximation algorithm exploits a connection with 3SUM, and uses a combination of Fredman's trick, equality matrix product, and random sampling; in particular, we obtain new results on approximate counting versions of 3SUM and Exact Triangle, which may be of independent interest. Our exact algorithms use a novel combination of hashing, bit-packed FFT, and recursion; in particular, we obtain a faster algorithm for computing the sumset of two integer sets, in the regime when the universe size is close to quadratic in the number of elements. We also prove a fine-grained equivalence between the exact Text-to-Pattern Hamming Distances problem and a range-restricted, counting version of 3SUM.

  • 4 authors
·
Oct 19, 2023

E-Commerce Bench: Evaluating LLM Agents on Long-Horizon Autonomous Business Operation

Long-horizon agentic tasks go beyond chaining short tasks over more interaction turns. Their evolving dynamic environments and long-range dependencies require Large Language Models (LLMs) to continually explore, learn from experience, and adapt their policies over thousands of steps. We introduce E-Commerce Bench, the first open-source benchmark that integrates multi-round counterpart negotiation and dynamic events into a year-long business operation. Over a 365-day year, an LLM agent concurrently runs multiple online stores, researching the market, negotiating with suppliers to source inventory, optimizing sales strategies, fulfilling orders, handling returns, and managing cash flow to maximize its end-of-year total assets. To construct a realistic merchant-side operating environment, the product and supplier data are derived from a real e-commerce platform, while a year-long calendar of promotions, natural disasters, and supply-chain shocks continually reshapes demand. For reproducibility, both sides of the market are deterministic: customer purchases and returns follow a fixed demand model, while a negotiation kernel determines supplier pricing, concessions, and decisions, with an LLM used only to verbalize them. We evaluate 18 frontier models across seven dimensions, including year-end assets, and find that no single model dominates. GPT-5.6 Sol earns the most, growing the 100,000 opening stake into 1,431,425, yet it ranks 16th of 18 on fraud avoidance and trails Fable5 in operational efficiency. Among open-weight models, Qwen3.8-Max-Preview leads with 416,252, 38% above GLM 5.2 (high), and achieves the strongest learning over the horizon, progressively bargaining down prices across repeated orders. Our code is available at https://github.com/QwenLM/E-CommerceBench.

Qwen Qwen
·
Aug 30 2

PETS: A Principled Framework Towards Optimal Trajectory Allocation for Efficient Test-Time Self-Consistency

Test-time scaling can improve model performance by aggregating stochastic reasoning trajectories. However, achieving sample-efficient test-time self-consistency under a limited budget remains an open challenge. We introduce PETS (Principled and Efficient Test-TimeSelf-Consistency), which initiates a principled study of trajectory allocation through an optimization framework. Central to our approach is the self-consistency rate, a new measure defined as agreement with the infinite-budget majority vote. This formulation makes sample-efficient test-time allocation theoretically grounded and amenable to rigorous analysis. We study both offline and online settings. In the offline regime, where all questions are known in advance, we connect trajectory allocation to crowdsourcing, a classic and well-developed area, by modeling reasoning traces as workers. This perspective allows us to leverage rich existing theory, yielding theoretical guarantees and an efficient majority-voting-based allocation algorithm. In the online streaming regime, where questions arrive sequentially and allocations must be made on the fly, we propose a novel method inspired by the offline framework. Our approach adapts budgets to question difficulty while preserving strong theoretical guarantees and computational efficiency. Experiments show that PETS consistently outperforms uniform allocation. On GPQA, PETS achieves perfect self-consistency in both settings while reducing the sampling budget by up to 75% (offline) and 55% (online) relative to uniform allocation. Code is available at https://github.com/ZDCSlab/PETS.

A Random Matrix Theory Perspective on the Consistency of Diffusion Models

Diffusion models trained on different, non-overlapping subsets of a dataset often produce strikingly similar outputs when given the same noise seed. We trace this consistency to a simple linear effect: the shared Gaussian statistics across splits already predict much of the generated images. To formalize this, we develop a random matrix theory (RMT) framework that quantifies how finite datasets shape the expectation and variance of the learned denoiser and sampling map in the linear setting. For expectations, sampling variability acts as a renormalization of the noise level through a self-consistent relation σ^2 mapsto κ(σ^2), explaining why limited data overshrink low-variance directions and pull samples toward the dataset mean. For fluctuations, our variance formulas reveal three key factors behind cross-split disagreement: anisotropy across eigenmodes, inhomogeneity across inputs, and overall scaling with dataset size. Extending deterministic-equivalence tools to fractional matrix powers further allows us to analyze entire sampling trajectories. The theory sharply predicts the behavior of linear diffusion models, and we validate its predictions on UNet and DiT architectures in their non-memorization regime, identifying where and how samples deviates across training data split. This provides a principled baseline for reproducibility in diffusion training, linking spectral properties of data to the stability of generative outputs.

  • 3 authors
·
Jul 3

Belief Memory: Agent Memory Under Partial Observability

LLM agents that operate over long context depend on external memory to accumulate knowledge over time. However, existing methods typically store each observation as a single deterministic conclusion (e.g., inferring "API~X failed" from temporary errors), even though such observations are inherently partial and potentially ambiguous. By committing to one conclusion and discarding uncertainty, these methods introduce self-reinforcing error: the agent acts on the stored conclusion, never revisits alternatives, and reinforces the conclusion over time. To address this issue, we propose BeliefMem, which shifts the memory paradigm from committing to a single conclusion per observation to retaining multiple candidate conclusions with their probabilities. Concretely, BeliefMem stores the candidate conclusions as separate memory entries, each carrying a probability that is updated via Noisy-OR rules as new observations arrive. At retrieval, all candidates surface together with their probabilities, keeping alternatives visible to the agent. Since each conclusion in memory retains its probability, BeliefMem preserves the uncertainty that the deterministic paradigm discards, enabling the agent to act with high confidence on well-evidenced knowledge while retaining the capacity to update its confidence when new evidence arrives. Empirical evaluations on LoCoMo and ALFWorld benchmarks show that, even with limited data, BeliefMem achieves the best average performance, remarkably outperforming well-known baselines. More broadly, such probabilistic memory produces substantial gains and explores a new direction for agent memory in partially observable environments.

  • 6 authors
·
May 7

Ensembling Portfolio Strategies for Long-Term Investments: A Distribution-Free Preference Framework for Decision-Making and Algorithms

This paper investigates the problem of ensembling multiple strategies for sequential portfolios to outperform individual strategies in terms of long-term wealth. Due to the uncertainty of strategies' performances in the future market, which are often based on specific models and statistical assumptions, investors often mitigate risk and enhance robustness by combining multiple strategies, akin to common approaches in collective learning prediction. However, the absence of a distribution-free and consistent preference framework complicates decisions of combination due to the ambiguous objective. To address this gap, we introduce a novel framework for decision-making in combining strategies, irrespective of market conditions, by establishing the investor's preference between decisions and then forming a clear objective. Through this framework, we propose a combinatorial strategy construction, free from statistical assumptions, for any scale of component strategies, even infinite, such that it meets the determined criterion. Finally, we test the proposed strategy along with its accelerated variant and some other multi-strategies. The numerical experiments show results in favor of the proposed strategies, albeit with small tradeoffs in their Sharpe ratios, in which their cumulative wealths eventually exceed those of the best component strategies while the accelerated strategy significantly improves performance.

  • 1 authors
·
Jun 5, 2024

Taming the Fragility of KV Cache Eviction in LLM Inference

Large language models have revolutionized natural language processing, yet their deployment remains hampered by the substantial memory and runtime overhead of the transformer's Key-Value cache. To mitigate this, recent methods employ a scoring-aggregation framework to evict unimportant cache entries, based on the stability assumption-that a fixed subset of entries remains consistently important during generation. However, prior work has largely focused on refining importance indicators for scoring, while defaulting to mean aggregation due to a faithful trust in the stability assumption. In this work, we argue that this underlying assumption is inherently fragile, making mean aggregation highly vulnerable in extreme cases. To counter this, we propose a simple yet elegant defensive aggregation strategy: a two-step, linear-time approach that controls worst-case risk, thereby defending against extreme cases with negligible computational overhead. Embodying this strategy, we propose a novel cache eviction method, DefensiveKV and its extension, Layer-DefensiveKV, which incorporates layer-wise budget allocation. Across seven task domains (18 datasets), our methods reduce generation quality loss by 2.3x and 4.3x respectively, versus the strongest baseline under a 20% cache size. These results set new performance benchmarks and pioneer a promising direction for optimizing cache eviction against underlying fragility through worst-case risk management. Our code is available at https://github.com/FFY0/DefensiveKV.

  • 5 authors
·
Oct 15, 2025

On the Entropy in Last-Mile Logistics

Last-mile logistics (LML) is characterized by high fragmentation, yet existing research treats this as an exogenous constraint rather than a quantifiable and optimizable system property. This paper introduces a framework for measuring LML complexity using structural entropy, derived from Boltzmann's statistical mechanics. Unlike traditional KPIs such as distance or cost, structural entropy quantifies the cardinality of the configuration space, providing a diagnostic of inherent system disorder. We establish a formal duality with Shannon entropy, linking absolute complexity burden to distributional balance. We apply our entropy framework to 6,112 Amazon last-mile routes across five U.S. cities. Current operations exhibit persistently high normalized entropy, indicating near-maximal fragmentation. A stable non-linear scaling relationship between entropy and route distance validates the metric as a predictive indicator of operational difficulty. To evaluate spatial consolidation, we develop a system-wide entropy measure accounting for all movements by both carriers and customers. We establish a theoretical conservation principle: under idealized conditions, spatial consolidation merely redistributes entropy from carrier to customer. Both idealizing conditions are violated in practice, thereby increasing total system entropy. Our system-wide measure reveals that spatial consolidation reduces carrier entropy by up to 40% under aggressive adoption but increases total system entropy by activating customer collection trips, though trip chaining can diminish this effect. Temporal consolidation, by contrast, genuinely reduces entropy by decreasing delivery events without creating new movements. By formalizing fragmentation as a measurable structural property, this research provides a new lens for network design, consolidation policy, and evaluation last-mile system performance.

  • 2 authors
·
Feb 25

Temporal Validity in Retrieval Memory: Eliminating Stale-Fact Errors for AI Agents over Evolving Knowledge

Retrieval-augmented generation (RAG) gives agents access to accumulated knowledge, but has no model of time. When a fact changes (e.g., a function is renamed or API restructured), RAG retrieves both the stale and current value with near-identical embedding similarity. The agent then either abstains or serves the superseded fact. We show this is a structural problem: on a calibrated dataset, cosine similarity distinguishes a contradicted fact from a duplicated one with AUROC 0.59 (near chance), as contradictions are often more embedding-similar to the original than rephrased duplicates. We present MemStrata, a retrieval memory maintaining temporal validity. It stores facts like RAG, preserving static recall, but when a fact's value is contradicted, a deterministic (subject, relation, object) supersession rule retires the stale value in a bi-temporal ledger - with no similarity threshold and no LLM call. Across six benchmarks run locally with a 7B model, MemStrata ties RAG on static knowledge and reaches 0.95-1.00 accuracy on evolving knowledge (where RAG reaches 0.20-0.47). The central result is the stale-fact-error rate: when required to answer, RAG serves superseded values 15-40% of the time; MemStrata drives this to ~0%, a failure class RAG cannot avoid. MemStrata achieves this at retrieval latency (~2.1s) versus ~16-18s for LLM-reranking baselines. We release the harness, datasets, and a marker-free evaluation protocol for memory under knowledge evolution.

  • 1 authors
·
Jun 24

On Temperature-Constrained Non-Deterministic Machine Translation: Potential and Evaluation

In recent years, the non-deterministic properties of language models have garnered considerable attention and have shown a significant influence on real-world applications. However, such properties remain under-explored in machine translation (MT), a complex, non-deterministic NLP task. In this study, we systematically evaluate modern MT systems and identify temperature-constrained Non-Deterministic MT (ND-MT) as a distinct phenomenon. Additionally, we demonstrate that ND-MT exhibits significant potential in addressing the multi-modality issue that has long challenged MT research and provides higher-quality candidates than Deterministic MT (D-MT) under temperature constraints. However, ND-MT introduces new challenges in evaluating system performance. Specifically, the evaluation framework designed for D-MT fails to yield consistent evaluation results when applied to ND-MT. We further investigate this emerging challenge by evaluating five state-of-the-art ND-MT systems across three open datasets using both lexical-based and semantic-based metrics at varying sampling sizes. The results reveal a Buckets effect across these systems: the lowest-quality candidate generated by ND-MT consistently determines the overall system ranking across different sampling sizes for all reasonable metrics. Furthermore, we propose the ExpectoSample strategy to automatically assess the reliability of evaluation metrics for selecting robust ND-MT.

  • 4 authors
·
Jan 19

Random Sampling Plus Fake Data: Multidimensional Frequency Estimates With Local Differential Privacy

With local differential privacy (LDP), users can privatize their data and thus guarantee privacy properties before transmitting it to the server (a.k.a. the aggregator). One primary objective of LDP is frequency (or histogram) estimation, in which the aggregator estimates the number of users for each possible value. In practice, when a study with rich content on a population is desired, the interest is in the multiple attributes of the population, that is to say, in multidimensional data (d geq 2). However, contrary to the problem of frequency estimation of a single attribute (the majority of the works), the multidimensional aspect imposes to pay particular attention to the privacy budget. This one can indeed grow extremely quickly due to the composition theorem. To the authors' knowledge, two solutions seem to stand out for this task: 1) splitting the privacy budget for each attribute, i.e., send each value with fracε{d}-LDP (Spl), and 2) random sampling a single attribute and spend all the privacy budget to send it with ε-LDP (Smp). Although Smp adds additional sampling error, it has proven to provide higher data utility than the former Spl solution. However, we argue that aggregators (who are also seen as attackers) are aware of the sampled attribute and its LDP value, which is protected by a "less strict" e^ε probability bound (rather than e^{ε/d}). This way, we propose a solution named Random Sampling plus Fake Data (RS+FD), which allows creating uncertainty over the sampled attribute by generating fake data for each non-sampled attribute; RS+FD further benefits from amplification by sampling. We theoretically and experimentally validate our proposed solution on both synthetic and real-world datasets to show that RS+FD achieves nearly the same or better utility than the state-of-the-art Smp solution.

  • 4 authors
·
Sep 15, 2021

Rethinking Reward Models for Multi-Domain Test-Time Scaling

The reliability of large language models (LLMs) during test-time scaling is often assessed with external verifiers or reward models that distinguish correct reasoning from flawed logic. Prior work generally assumes that process reward models (PRMs), which score every intermediate reasoning step, outperform outcome reward models (ORMs) that assess only the final answer. This view is based mainly on evidence from narrow, math-adjacent domains. We present the first unified evaluation of four reward model variants, discriminative ORM and PRM (\DisORM, \DisPRM) and generative ORM and PRM (\GenORM, \GenPRM), across 14 diverse domains. Contrary to conventional wisdom, we find that (i) \DisORM performs on par with \DisPRM, (ii) \GenPRM is not competitive, and (iii) overall, \GenORM is the most robust, yielding significant and consistent gains across every tested domain. We attribute this to PRM-style stepwise scoring, which inherits label noise from LLM auto-labeling and has difficulty evaluating long reasoning trajectories, including those involving self-correcting reasoning. Our theoretical analysis shows that step-wise aggregation compounds errors as reasoning length grows, and our empirical observations confirm this effect. These findings challenge the prevailing assumption that fine-grained supervision is always better and support generative outcome verification for multi-domain deployment. We publicly release our code, datasets, and checkpoints at https://github.com/db-Lee/Multi-RM{\small\texttt{https://github.com/db-Lee/Multi-RM}} to facilitate future research in multi-domain settings.

  • 15 authors
·
Oct 1, 2025 2

The Subtle Interplay between Square-root Impact, Order Imbalance & Volatility: A Unifying Framework

In this work, we aim to reconcile several apparently contradictory observations in market microstructure: is the famous "square-root law" of metaorder impact, which decays with time, compatible with the random-walk nature of prices and the linear impact of order imbalances? Can one entirely explain the volatility of prices as resulting from the flow of uninformed metaorders that mechanically impact them? We introduce a new theoretical framework to describe metaorders with different signs, sizes and durations, which all impact prices as a square-root of volume but with a subsequent time decay. We show that, as in the original propagator model, price diffusion is ensured by the long memory of cross-correlations between metaorders. In order to account for the effect of strongly fluctuating volumes q of individual trades, we further introduce two q-dependent exponents, which allow us to describe how the moments of generalized volume imbalance and the correlation between price changes and generalized order flow imbalance scale with T. We predict in particular that the corresponding power-laws depend in a non-monotonic fashion on a parameter a, which allows one to put the same weight on all child orders or to overweight large ones, a behaviour that is clearly borne out by empirical data. We also predict that the correlation between price changes and volume imbalances should display a maximum as a function of a, which again matches observations. Such noteworthy agreement between theory and data suggests that our framework correctly captures the basic mechanism at the heart of price formation, namely the average impact of metaorders. We argue that our results support the "Order-Driven" theory of excess volatility, and are at odds with the idea that a "Fundamental" component accounts for a large share of the volatility of financial markets.

  • 2 authors
·
Mar 3

Separable neural architectures as a primitive for unified predictive and generative intelligence

Intelligent systems across physics, language and perception often exhibit factorisable structure, yet are typically modelled by monolithic neural architectures that do not explicitly exploit this structure. The separable neural architecture (SNA) addresses this by formalising a representational class that unifies additive, quadratic and tensor-decomposed neural models. By constraining interaction order and tensor rank, SNAs impose a structural inductive bias that factorises high-dimensional mappings into low-arity components. Separability need not be a property of the system itself: it often emerges in the coordinates or representations through which the system is expressed. Crucially, this coordinate-aware formulation reveals a structural analogy between chaotic spatiotemporal dynamics and linguistic autoregression. By treating continuous physical states as smooth, separable embeddings, SNAs enable distributional modelling of chaotic systems. This approach mitigates the nonphysical drift characteristics of deterministic operators whilst remaining applicable to discrete sequences. The compositional versatility of this approach is demonstrated across four domains: autonomous waypoint navigation via reinforcement learning, inverse generation of multifunctional microstructures, distributional modelling of turbulent flow and neural language modelling. These results establish the separable neural architecture as a domain-agnostic primitive for predictive and generative intelligence, capable of unifying both deterministic and distributional representations.

  • 5 authors
·
Mar 12

Partition, Prompt, Aggregate: Statistical Self-Consistency in Language Models

In-context learning is commonly interpreted as a form of conditional inference, in which the prompt specifies a context and the model's output is treated as an estimate of the corresponding conditional distribution. If this interpretation holds, then LLM estimates should satisfy basic probabilistic identities. In particular, the law of total probability asserts that prior-weighted conditional distributions aggregate into population-level marginals over any valid partition of the population. In this work, we investigate to what extent LLM estimates adhere to this self-consistency principle. We use binary trees as an evaluation scaffold to recursively partition a population into increasingly fine-grained subpopulations. We then prompt LLMs with verbalized subpopulation descriptions in context, aggregate the resulting estimates back into population-level estimates, and compare them across partitions of varying granularity. Applying this protocol across problem domains and state-of-the-art frontier models, we show widespread violations of basic consistency properties. An in-depth study of persona prompting reveals a pattern we call the macro fallacy: estimates reconstructed from more fine-grained subpopulation responses are often better aligned with human reference data than direct population-level estimates. This effect persists across variations in tree structure and estimation task, and can be partially recovered through implicit prompting. Together, these findings suggest that models possess relevant subpopulation knowledge but do not reliably propagate it into aggregate estimates. This gap establishes statistical self-consistency as an unsaturated, reference-free criterion for evaluating LLMs.

  • 4 authors
·
Jul 15 2

Agent Mesh: Reliability Primitives for Non-Idempotent Agent Delegation - Identity Adequacy and Evidence Adequacy

Autonomous agents increasingly perform bounded software tasks under an orchestrator that retries, resumes, and budgets them. The machinery such orchestrators reach for is the service mesh's: retry, timeout, and error-rate circuit breaking. We report a failure study of a production agentic software-delivery platform over 147 numbered incidents spanning 81 runs, each with a measured cost and, in most cases, a mutation proof reproducing the failure. All three assumptions those primitives rest on are violated in practice, and we quantify the consequences: a loop of fifty-four consecutive successful tool calls no error-rate breaker could see; a progress signal constant by construction, guaranteeing a false trip on the third repair round and driving one run from six of six components to three; twenty-one events accumulated across six invocations of one delegation, making a correct, idempotent component unwinnable; a misrouted failure that woke five components for a two-component fault, leaving three bystanders regressing working code; and twelve incidents in which the enforcement layer blocked correct work, the most expensive costing 107 agent turns and zero accepted writes. We find one cross-cutting cause and its dual. Identity adequacy: in five separate subsystems an identity that failed to discriminate produced a confident wrong answer, and two of them derived the corrective rule independently. Evidence adequacy: a reliability decision may be taken only on evidence capable of moving, attributable to what it measures, and deterministic under identical conditions. From the findings we derive seven reliability primitives whose enforcement unit is the delegation rather than the message, and specify the controlled evaluation the study motivates but does not constitute.

  • 3 authors
·
Aug 25

Beating the average: how to generate profit by exploiting the inefficiencies of soccer betting

In economy, markets are denoted as efficient when it is impossible to systematically generate profits which outperform the average. In the past years, the concept has been tested in other domains such as the growing sports betting market. Surprisingly, despite its large size and its level of maturity, sports betting shows traits of inefficiency. The anomalies indicate the existence of strategies which shift betting from a game of chance towards a game of skill. This article shows an example for an inefficiency detected in the German soccer betting TOTO 13er Wette, which is operated by state-run lottery agencies. Gamblers have to guess the outcome (win, draw, loss) of 13 soccer matches listed on a lottery tip. Applying stochastic methods, a recipe is presented to determine hit rates for single match outcomes. More important, the recipe provides the number of lottery tips required to achieve a specific number of strikes (number of correct match forecasts per lottery tip) for any given level of safety. An approximation is derived to cope with large numbers in hypergeometric distributions, valid under certain constraints. Overall, the strategy does lead to returns exceeding the aggregated lottery fees, resulting in moderate, but consistent profits. It is briefly discussed if lessions learned from soccer betting can be transferred back to financial markets, because gamblers and retail investors face similar challenges and opportunities.

  • 1 authors
·
Mar 12, 2023

Harnessing Mixed Offline Reinforcement Learning Datasets via Trajectory Weighting

Most offline reinforcement learning (RL) algorithms return a target policy maximizing a trade-off between (1) the expected performance gain over the behavior policy that collected the dataset, and (2) the risk stemming from the out-of-distribution-ness of the induced state-action occupancy. It follows that the performance of the target policy is strongly related to the performance of the behavior policy and, thus, the trajectory return distribution of the dataset. We show that in mixed datasets consisting of mostly low-return trajectories and minor high-return trajectories, state-of-the-art offline RL algorithms are overly restrained by low-return trajectories and fail to exploit high-performing trajectories to the fullest. To overcome this issue, we show that, in deterministic MDPs with stochastic initial states, the dataset sampling can be re-weighted to induce an artificial dataset whose behavior policy has a higher return. This re-weighted sampling strategy may be combined with any offline RL algorithm. We further analyze that the opportunity for performance improvement over the behavior policy correlates with the positive-sided variance of the returns of the trajectories in the dataset. We empirically show that while CQL, IQL, and TD3+BC achieve only a part of this potential policy improvement, these same algorithms combined with our reweighted sampling strategy fully exploit the dataset. Furthermore, we empirically demonstrate that, despite its theoretical limitation, the approach may still be efficient in stochastic environments. The code is available at https://github.com/Improbable-AI/harness-offline-rl.

  • 4 authors
·
Jun 22, 2023

Stable Agentic Control: Tool-Mediated LLM Architecture for Autonomous Cyber Defense

Agentic systems involved in high-stake decision-making under adversarial pressure need formal guarantees not offered by existing approaches. Motivated by the operational needs of security operations centers (SOCs) that must configure endpoint detection and response (EDR) policies under adversarial pressure, we present a tool-mediated architecture: LLM agents use deterministic tools (Stackelberg best-response, Bayesian observer updates, attack-graph primitives) and select from finite action catalogs enforced at the tool-output interface. A composite Lyapunov function machine-checked in Lean 4 with zero sorry certifies controllability, observability from asymmetric sensor data, and Input-to-State Stability (ISS) robustness under intelligent adversarial disturbance, with two corollaries extending the certificate to any controller or adversary from the catalogs. On 282 real enterprise attack graphs, the claims hold with margin. On paired offensive/defensive telemetry, a tool-mediated Claude Sonnet 4 controller reduces the attacker's expected payoff (game value) by 59% relative to a deterministic greedy baseline, with zero variance across 40 runs at four temperatures. A Claude Haiku 4.5 controller converges to suboptimal game values but stays catalog-bounded over an additional 40 runs, demonstrating that architectural stability is not dependent on the controller capability. The LLM agent's non-determinism furthers creative exploration of strategies, while the tool-mediated architecture ensures system stability.

  • 8 authors
·
May 3

What are the best systems? New perspectives on NLP Benchmarking

In Machine Learning, a benchmark refers to an ensemble of datasets associated with one or multiple metrics together with a way to aggregate different systems performances. They are instrumental in (i) assessing the progress of new methods along different axes and (ii) selecting the best systems for practical use. This is particularly the case for NLP with the development of large pre-trained models (e.g. GPT, BERT) that are expected to generalize well on a variety of tasks. While the community mainly focused on developing new datasets and metrics, there has been little interest in the aggregation procedure, which is often reduced to a simple average over various performance measures. However, this procedure can be problematic when the metrics are on a different scale, which may lead to spurious conclusions. This paper proposes a new procedure to rank systems based on their performance across different tasks. Motivated by the social choice theory, the final system ordering is obtained through aggregating the rankings induced by each task and is theoretically grounded. We conduct extensive numerical experiments (on over 270k scores) to assess the soundness of our approach both on synthetic and real scores (e.g. GLUE, EXTREM, SEVAL, TAC, FLICKR). In particular, we show that our method yields different conclusions on state-of-the-art systems than the mean-aggregation procedure while being both more reliable and robust.

  • 4 authors
·
Feb 8, 2022

Learning from Aggregate responses: Instance Level versus Bag Level Loss Functions

Due to the rise of privacy concerns, in many practical applications the training data is aggregated before being shared with the learner, in order to protect privacy of users' sensitive responses. In an aggregate learning framework, the dataset is grouped into bags of samples, where each bag is available only with an aggregate response, providing a summary of individuals' responses in that bag. In this paper, we study two natural loss functions for learning from aggregate responses: bag-level loss and the instance-level loss. In the former, the model is learnt by minimizing a loss between aggregate responses and aggregate model predictions, while in the latter the model aims to fit individual predictions to the aggregate responses. In this work, we show that the instance-level loss can be perceived as a regularized form of the bag-level loss. This observation lets us compare the two approaches with respect to bias and variance of the resulting estimators, and introduce a novel interpolating estimator which combines the two approaches. For linear regression tasks, we provide a precise characterization of the risk of the interpolating estimator in an asymptotic regime where the size of the training set grows in proportion to the features dimension. Our analysis allows us to theoretically understand the effect of different factors, such as bag size on the model prediction risk. In addition, we propose a mechanism for differentially private learning from aggregate responses and derive the optimal bag size in terms of prediction risk-privacy trade-off. We also carry out thorough experiments to corroborate our theory and show the efficacy of the interpolating estimator.

  • 5 authors
·
Jan 19, 2024

LLM Swiss Round: Aggregating Multi-Benchmark Performance via Competitive Swiss-System Dynamics

The rapid proliferation of Large Language Models (LLMs) and diverse specialized benchmarks necessitates a shift from fragmented, task-specific metrics to a holistic, competitive ranking system that effectively aggregates performance across multiple ability dimensions. Primarily using static scoring, current evaluation methods are fundamentally limited. They struggle to determine the proper mix ratio across diverse benchmarks, and critically, they fail to capture a model's dynamic competitive fitness or its vulnerability when confronted with sequential, high-stakes tasks. To address this, we introduce the novel Competitive Swiss-System Dynamics (CSD) framework. CSD simulates a multi-round, sequential contest where models are dynamically paired across a curated sequence of benchmarks based on their accumulated win-loss record. And Monte Carlo Simulation (N=100,000 iterations) is used to approximate the statistically robust Expected Win Score (E[S_m]), which eliminates the noise of random pairing and early-round luck. Furthermore, we implement a Failure Sensitivity Analysis by parameterizing the per-round elimination quantity (T_k), which allows us to profile models based on their risk appetite--distinguishing between robust generalists and aggressive specialists. We demonstrate that CSD provides a more nuanced and context-aware ranking than traditional aggregate scoring and static pairwise models, representing a vital step towards risk-informed, next-generation LLM evaluation.

ByteDance-Seed ByteDance Seed
·
Dec 24, 2025 2

Online Packet Scheduling with Deadlines and Learning

Network routers that enforce Quality-of-Service (QoS) guarantees must decide, at every clock cycle, which expiring packet of information to transmit, even when the value of the packet is unknown until it is processed. We frame this problem as the Online Packet Scheduling with Deadlines (OPSD) problem under Partial Feedback: packets arrive at every clock cycle, with different deadlines, but the weights are only observed after execution. Under a stochastic assumption on the unknown weights, we explore different variants of the OPSD problem with bandit feedback. We establish a connection between our setting and the sleeping bandits problem, and set our learning goal to α-regret minimization. We provide algorithms with provable α-regret guarantees under different spans of slackness, distinguishing systems allowing for randomization and systems that do not. In every scenario, our algorithms achieve an α-regret upper bound of mathcal{O}left(KTright), matching the lower bound for the standard bandit setting. In the practically relevant case of 2-bounded deadline instances, where the deadline is set at most one clock cycle away from the arrival, our deterministic algorithm achieves the provably tightest possible competitive ratio. Remarkably, when the number of distinct packet types Kge 2 is finite, it is possible to break the well-established Φ= 1+sqrt{5}{2} competitive ratio barrier and attain a tighter competitive ratio θ_K ranging in [2, Φ).

  • 3 authors
·
May 29

A Time Series Analysis-Based Stock Price Prediction Using Machine Learning and Deep Learning Models

Prediction of future movement of stock prices has always been a challenging task for the researchers. While the advocates of the efficient market hypothesis (EMH) believe that it is impossible to design any predictive framework that can accurately predict the movement of stock prices, there are seminal work in the literature that have clearly demonstrated that the seemingly random movement patterns in the time series of a stock price can be predicted with a high level of accuracy. Design of such predictive models requires choice of appropriate variables, right transformation methods of the variables, and tuning of the parameters of the models. In this work, we present a very robust and accurate framework of stock price prediction that consists of an agglomeration of statistical, machine learning and deep learning models. We use the daily stock price data, collected at five minutes interval of time, of a very well known company that is listed in the National Stock Exchange (NSE) of India. The granular data is aggregated into three slots in a day, and the aggregated data is used for building and training the forecasting models. We contend that the agglomerative approach of model building that uses a combination of statistical, machine learning, and deep learning approaches, can very effectively learn from the volatile and random movement patterns in a stock price data. We build eight classification and eight regression models based on statistical and machine learning approaches. In addition to these models, a deep learning regression model using a long-and-short-term memory (LSTM) network is also built. Extensive results have been presented on the performance of these models, and the results are critically analyzed.

  • 2 authors
·
Apr 17, 2020

Generative Logic: A New Computer Architecture for Deterministic Reasoning and Knowledge Generation

We present Generative Logic (GL), a deterministic architecture that begins from user-supplied axiomatic definitions -- written in a minimalist Mathematical Programming Language (MPL) -- and systematically explores their deductive neighborhood. Definitions are compiled into a distributed grid of simple Logic Blocks (LBs) that exchange messages; any time several expressions unify under an inference rule, a new fact is emitted with full provenance to its sources, yielding replayable, auditable proof graphs. A prototype software implementation instantiates the workflow on first-order Peano arithmetic. Starting only from the Peano axioms, GL enumerates candidate implications, applies normalization and type filters, and automatically reconstructs machine-checkable proofs of foundational arithmetic laws including associativity and commutativity of addition, associativity and commutativity of multiplication, and distributivity. Generated proofs export to navigable HTML so that every inference step can be inspected independently. We outline a hardware-software co-design path toward massively parallel realizations and describe prospective integration with probabilistic models (e.g., Large Language Models (LLMs)) for autoformalization and conjecture seeding. The Python and MPL code to reproduce the Peano experiments, along with the full HTML proof graphs, are available in the project's GitHub repository at https://github.com/Generative-Logic/GL/tree/35a111ea9ba53afe051703d6050be0c3923e9724 and are permanently archived at https://doi.org/10.5281/zenodo.16408441. We invite community feedback and collaboration.

  • 1 authors
·
Jul 25, 2025

Interpretable Hypothesis-Driven Trading:A Rigorous Walk-Forward Validation Framework for Market Microstructure Signals

We develop a rigorous walk-forward validation framework for algorithmic trading designed to mitigate overfitting and lookahead bias. Our methodology combines interpretable hypothesis-driven signal generation with reinforcement learning and strict out-of-sample testing. The framework enforces strict information set discipline, employs rolling window validation across 34 independent test periods, maintains complete interpretability through natural language hypothesis explanations, and incorporates realistic transaction costs and position constraints. Validating five market microstructure patterns across 100 US equities from 2015 to 2024, the system yields modest annualized returns (0.55%, Sharpe ratio 0.33) with exceptional downside protection (maximum drawdown -2.76%) and market-neutral characteristics (beta = 0.058). Performance exhibits strong regime dependence, generating positive returns during high-volatility periods (0.60% quarterly, 2020-2024) while underperforming in stable markets (-0.16%, 2015-2019). We report statistically insignificant aggregate results (p-value 0.34) to demonstrate a reproducible, honest validation protocol that prioritizes interpretability and extends naturally to advanced hypothesis generators, including large language models. The key empirical finding reveals that daily OHLCV-based microstructure signals require elevated information arrival and trading activity to function effectively. The framework provides complete mathematical specifications and open-source implementation, establishing a template for rigorous trading system evaluation that addresses the reproducibility crisis in quantitative finance research. For researchers, practitioners, and regulators, this work demonstrates that interpretable algorithmic trading strategies can be rigorously validated without sacrificing transparency or regulatory compliance.

  • 3 authors
·
Dec 14, 2025

Think Locally, Explain Globally: Graph-Guided LLM Investigations via Local Reasoning and Belief Propagation

LLM agents excel when environments are mostly static and the needed information fits in a model's context window, but they often fail in open-ended investigations where explanations must be constructed by iteratively mining evidence from massive, heterogeneous operational data. These investigations exhibit hidden dependency structure: entities interact, signals co-vary, and the importance of a fact may only become clear after other evidence is discovered. Because the context window is bounded, agents must summarize intermediate findings before their significance is known, increasing the risk of discarding key evidence. ReAct-style agents are especially brittle in this regime. Their retrieve-summarize-reason loop makes conclusions sensitive to exploration order and introduces run-to-run non-determinism, producing a reliability gap where Pass-at-k may be high but Majority-at-k remains low. Simply sampling more rollouts or generating longer reasoning traces does not reliably stabilize results, since hypotheses cannot be autonomously checked as new evidence arrives and there is no explicit mechanism for belief bookkeeping and revision. In addition, ReAct entangles semantic reasoning with controller duties such as tool orchestration and state tracking, so execution errors and plan drift degrade reasoning while consuming scarce context. We address these issues by formulating investigation as abductive reasoning over a dependency graph and proposing EoG (Explanations over Graphs), a disaggregated framework in which an LLM performs bounded local evidence mining and labeling (cause vs symptom) while a deterministic controller manages traversal, state, and belief propagation to compute a minimal explanatory frontier. On a representative ITBench diagnostics task, EoG improves both accuracy and run-to-run consistency over ReAct baselines, including a 7x average gain in Majority-at-k entity F1.

  • 10 authors
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Jan 28