arXiv:2605.25893v1 Announce Type: new Abstract: Despite the emergence of diffusion large language models (D-LLMs) as an alternative to autoregressive large language models (AR-LLMs), safety monitoring for D-LLMs remains largely unexplored. Unlike AR-LLMs, D-LLMs generate text through a multi-step denoising process, exposing intermediate hidden representations that may contain safety-relevant information unavailable in standard single-step monitoring setups. Motivated by the suitability of lightweight probes for always-on monitoring, we analyze which trajectory-level signals best indicate when such probes are likely to struggle. We find that the most informative signal is safety hesitation: intermediate hidden states repeatedly falling within a small margin of the probe's decision boundary. The number of such hesitation steps in D-LLM's trajectory predicts probe failure effectively, providing a proxy of sample difficulty. Building on this analysis, we propose $D^2$-Monitor, a bi-level safety monitor for D-LLMs. $D^2$-Monitor adopts a lightweight probe as an always-on monitor to jointly estimate hesitation and perform base classification. When the hesitation level exceeds a threshold, a more expressive but computationally heavier probe is activated. This dynamic routing mechanism allocates monitoring resources efficiently at test time. Evaluated on 3 datasets (WildguardMix, ToxicChat, OpenAI-Moderation) across 4 D-LLMs, $D^2$-Monitor achieves state-of-the-art performance with a compact parameter footprint ($\leq$ 0.85M parameters), and exhibits the best trade-off between effectiveness and efficiency relative to 8 baselines.

arXiv:2605.23905v1 Announce Type: cross Abstract: We show that AI-driven investment strategies are inherently self-defeating at scale. As AI adoption rises, three mutually reinforcing channels -- signal crowding, performative signal erosion, and Red Queen competition -- compress excess returns. We derive the alpha half-life $h(\phi) = \ln 2/[\theta + \delta(\phi)]$, where $\theta$ is the natural mean-reversion rate and $\delta(\phi) = N\phi\rho a/\lambda(\phi)$ is the AI-accelerated decay component, which is convex-decreasing in adoption. At current adoption levels ($\phi \approx 0.7$, $\rho \approx 0.6$), the model implies signal half-lives of 18 months versus 5-7 years pre-AI. We establish four theoretical results. First, the alpha half-life theorem: signal lifespans are convex-decreasing in AI adoption. Second, a signal extinction cascade: beyond a critical threshold $\phi^*$, the decay of one signal class triggers accelerated competition for remaining signals. Third, a Red Queen impossibility: in the monoculture equilibrium, net alpha is identically zero despite heavy AI investment. Fourth, a fragility-efficiency tradeoff: the adoption level maximizing price discovery strictly exceeds the level minimizing systemic fragility. Empirical validation calibrates portfolio convergence to SEC Form 13F filing patterns (99.5 million holdings, 2013-2024), documenting that simulated institutional portfolio convergence increases by 42% over the sample period. We examine simulated hedge fund return dynamics showing declining cross-sectional dispersion among AI-adopting funds, and simulate the 2010 Flash Crash to illustrate fragility consequences.

arXiv:2604.03272v1 Announce Type: cross Abstract: We develop a unified model in which AI adoption in financial markets generates systemic risk through three mutually reinforcing channels: performative prediction, algorithmic herding, and cognitive dependency. Within an extended rational expectations framework with endogenous adoption, we derive an equilibrium systemic risk coupling $r(\phi) = \phi\rho\beta/\lambda'(\phi)$, where $\phi$ is the AI adoption share, $\rho$ the algorithmic signal correlation, $\beta$ the performative feedback intensity, and $\lambda'(\phi)$ the endogenous effective price impact. Because $\lambda'(\phi)$ is decreasing in $\phi$, the coupling is convex in adoption, implying that the systemic risk multiplier $M = (1 - r)^{-1}$ grows superlinearly as AI penetration increases. The model is developed in three layers. First, endogenous fragility: market depth is decreasing and convex in AI adoption. Second, embedding the convex coupling within a supermodular adoption game produces a saddle-node bifurcation into an algorithmic monoculture. Third, cognitive dependency as an endogenous state variable yields an impossibility theorem (hysteresis requires dynamics beyond static frameworks) and a channel necessity theorem (each channel is individually necessary). Empirical validation uses the complete universe of SEC Form 13F filings (99.5 million holdings, 10,957 institutional managers, 2013--2024) with a Bartik shift-share instrument (first-stage $F = 22.7$). The model implies tail-loss amplification of 18--54%, economically significant relative to Basel III countercyclical buffers.

arXiv:2604.01878v1 Announce Type: cross Abstract: Spectral graph contrastive learning has emerged as a unified paradigm for handling both homophilic and heterophilic graphs by leveraging high-frequency components. However, we identify a fundamental spectral dilemma: while high-frequency signals are indispensable for encoding heterophily, our theoretical analysis proves they exhibit significantly higher variance under spectrally concentrated perturbations. We derive a regret lower bound showing that existing global (node-agnostic) spectral fusion is provably sub-optimal: on mixed graphs with separated node-wise frequency preferences, any global fusion strategy incurs non-vanishing regret relative to a node-wise oracle. To escape this bound, we propose ASPECT, a framework that resolves this dilemma through a reliability-aware spectral gating mechanism. Formulated as a minimax game, ASPECT employs a node-wise gate that dynamically re-weights frequency channels based on their stability against a purpose-built adversary, which explicitly targets spectral energy distributions via a Rayleigh quotient penalty. This design forces the encoder to learn representations that are both structurally discriminative and spectrally robust. Empirical results show that ASPECT achieves new state-of-the-art performance on 8 out of 9 benchmarks, effectively decoupling meaningful structural heterophily from incidental noise.

arXiv:2509.14980v2 Announce Type: replace-cross Abstract: Mobile manipulation requires the coordinated control of a mobile base and a robotic arm while simultaneously perceiving both global scene context and fine-grained object details. Existing single-view approaches often fail in unstructured environments due to limited fields of view, exploration, and generalization abilities. Moreover, classical controllers, although stable, struggle with efficiency and manipulability near singularities. To address these challenges, we propose M4Diffuser, a hybrid framework that integrates a Multi-View Diffusion Policy with a novel Reduced and Manipulability-aware QP (ReM-QP) controller for mobile manipulation. The diffusion policy leverages proprioceptive states and complementary camera perspectives with both close-range object details and global scene context to generate task-relevant end-effector goals in the world frame. These high-level goals are then executed by the ReM-QP controller, which eliminates slack variables for computational efficiency and incorporates manipulability-aware preferences for robustness near singularities. Comprehensive experiments in simulation and real-world environments show that M4Diffuser achieves 7 to 56 percent higher success rates and reduces collisions by 3 to 31 percent over baselines. Our approach demonstrates robust performance for smooth whole-body coordination, and strong generalization to unseen tasks, paving the way for reliable mobile manipulation in unstructured environments. Details of the demo and supplemental material are available on our project website https://sites.google.com/view/m4diffuser.

arXiv:2602.13498v2 Announce Type: replace-cross Abstract: Muon-style optimizers leverage Newton-Schulz (NS) iterations to orthogonalize updates, yielding update geometries that often outperform Adam-series methods. However, this orthogonalization discards magnitude information, rendering training sensitive to step-size hyperparameters and vulnerable to high-energy bursts. To mitigate this, we introduce TrasMuon (\textbf{T}rust \textbf{R}egion \textbf{A}daptive \textbf{S}caling \textbf{Muon}). TrasMuon preserves the near-isometric geometry of Muon while stabilizing magnitudes through (i) global RMS calibration and (ii) energy-based trust-region clipping. We demonstrate that while reintroducing adaptive scaling improves optimization efficiency, it typically exacerbates instability due to high-energy outliers. TrasMuon addresses this by defining a trust region based on relative energy ratios, confining updates to a stable zone. Empirical experiments on vision and language models demonstrate that TrasMuon converges faster than baselines. Furthermore, experiments without warmup stages confirm TrasMuon's superior stability and robustness.

arXiv:2603.05565v2 Announce Type: replace-cross Abstract: Generative AI compresses within-task skill differences while shifting economic value toward concentrated complementary assets, creating an apparent paradox: the technology that equalizes individual performance may widen aggregate inequality. We formalize this tension in a task-based model with endogenous education, employer screening, and heterogeneous firms. The model yields two regimes whose boundary depends on AI's technology structure (proprietary vs. commodity) and labor market institutions (rent-sharing elasticity, asset concentration). A scenario analysis via Method of Simulated Moments, matching six empirical targets, disciplines the model's quantitative magnitudes; a sensitivity decomposition reveals that the five non-$\Delta$Gini moments identify mechanism rates but not the aggregate sign, which at the calibrated parameters is pinned by $m_6$ and $\xi$, while AI's technology structure ($\eta_1$ vs. $\eta_0$) independently crosses the boundary. The contribution is the mechanism -- not a verdict on the sign. Occupation-level regressions using BLS OEWS data (2019--2023) illustrate why such data cannot test the model's task-level predictions. The predictions are testable with within-occupation, within-task panel data that do not yet exist at scale.

arXiv:2603.04277v1 Announce Type: cross Abstract: Autonomous aerial robots operating in GPS-denied or communication-degraded environments frequently lose access to camera metadata and telemetry, leaving onboard perception systems unable to recover the absolute metric scale of the scene. As LLM/VLM-based planners are increasingly adopted as high-level agents for embodied systems, their ability to reason about physical dimensions becomes safety-critical -- yet our experiments show that five state-of-the-art VLMs suffer from spatial scale hallucinations, with median area estimation errors exceeding 50%. We propose VANGUARD, a lightweight, deterministic Geometric Perception Skill designed as a callable tool that any LLM-based agent can invoke to recover Ground Sample Distance (GSD) from ubiquitous environmental anchors: small vehicles detected via oriented bounding boxes, whose modal pixel length is robustly estimated through kernel density estimation and converted to GSD using a pre-calibrated reference length. The tool returns both a GSD estimate and a composite confidence score, enabling the calling agent to autonomously decide whether to trust the measurement or fall back to alternative strategies. On the DOTA~v1.5 benchmark, VANGUARD achieves 6.87% median GSD error on 306~images. Integrated with SAM-based segmentation for downstream area measurement, the pipeline yields 19.7% median error on a 100-entry benchmark -- with 2.6x lower category dependence and 4x fewer catastrophic failures than the best VLM baseline -- demonstrating that equipping agents with deterministic geometric tools is essential for safe autonomous spatial reasoning.

arXiv:2602.13498v1 Announce Type: cross Abstract: Muon-style optimizers leverage Newton-Schulz (NS) iterations to orthogonalize updates, yielding update geometries that often outperform Adam-series methods. However, this orthogonalization discards magnitude information, rendering training sensitive to step-size hyperparameters and vulnerable to high-energy bursts. To mitigate this, we introduce TrasMuon (\textbf{T}rust \textbf{R}egion \textbf{A}daptive \textbf{S}caling \textbf{Muon}). TrasMuon preserves the near-isometric geometry of Muon while stabilizing magnitudes through (i) global RMS calibration and (ii) energy-based trust-region clipping. We demonstrate that while reintroducing adaptive scaling improves optimization efficiency, it typically exacerbates instability due to high-energy outliers. TrasMuon addresses this by defining a trust region based on relative energy ratios, confining updates to a stable zone. Empirical experiments on vision and language models demonstrate that TrasMuon converges faster than baselines. Furthermore, experiments without warmup stages confirm TrasMuon's superior stability and robustness.

arXiv:2410.15756v3 Announce Type: replace-cross Abstract: Ensuring correctness is crucial for code generation. Formal verification offers a definitive assurance of correctness, but demands substantial human effort in proof construction and hence raises a pressing need for automation. The primary obstacle lies in the severe lack of data-there is much fewer proofs than code snippets for Large Language Models (LLMs) to train upon. In this paper, we introduce SAFE, a framework that overcomes the lack of human-written proofs to enable automated proof generation of Rust code. SAFE establishes a self-evolving cycle where data synthesis and fine-tuning collaborate to enhance the model capability, leveraging the definitive power of a symbolic verifier in telling correct proofs from incorrect ones. SAFE also re-purposes the large number of synthesized incorrect proofs to train the self-debugging capability of the fine-tuned models, empowering them to fix incorrect proofs based on the verifier's feedback. SAFE demonstrates superior efficiency and precision compared to GPT-4o. Through tens of thousands of synthesized proofs and the self-debugging mechanism, we improve the capability of open-source models, initially unacquainted with formal verification, to automatically write proofs for Rust code. This advancement leads to a significant improvement in performance, achieving a 52.52% accuracy rate in a benchmark crafted by human experts, a significant leap over GPT-4o's performance of 14.39%.