arXiv:2605.23944v1 Announce Type: new Abstract: We model the interaction between a user and an AI driven recommendation system. The user initiates the process by conveying preference information through a costly and noisy message. The AI assistant, acting as a Bayesian agent, interprets the user's message to form a posterior belief about their true preferences and make product recommendations. In particular, it determines how many recommendations to present so as to maximize the user's expected utility from their final choice, while accounting for the search cost induced by the size of the recommendation set. We use mutual information based cost functions to model the two distinct costs incurred by the user during the interaction: (i) a communication cost, which increases with the precision of their preference message, and (ii) a search cost, which increases with the size of the recommendation set provided by the AI assistant. We study products and preferences which live in d dimensional space, and ask how the user's expected payoff can be maximized. For large d, we characterize how optimal message precision and recommendation set size depend on the cost parameters, under two distinct distributions from which recommendations can be sampled from the product universe: (i) Bayes' posterior belief, and (ii) an optimized tilted distribution. Under the posterior sampling scheme (i), we identify a hybrid regime, in which an efficient interaction policy requires jointly optimizing the amount of information (in bits) conveyed by the user and the number of recommendations provided by the AI assistant. In the tilted sampling scheme (ii), our results show that the optimal interaction policy uses only one of communication and search, favoring whichever of them is less costly.

arXiv:2605.25278v1 Announce Type: cross Abstract: Understanding the statistics of level crossings in stochastic processes is crucial across many scientific disciplines. The traditional Kac-Rice formula gives the mean rate of level crossings and has found broad use. However, that mean rate captures only a coarse summary of the crossing process. It depends entirely on local properties of the stochastic process at a given instant and is therefore blind to the correlation structure of the process over time. To understand whether crossing events, such as neuronal spikes, tend to cluster in time, spread apart, or exhibit more complex temporal organization, one must go beyond the mean rate and study higher-order crossing statistics. Here we go beyond the mean by deriving the exact analytical formulae for the variance and Fano factor of arbitrary level crossings in smooth stationary Gaussian processes. Our exact solution reveals how the full temporal correlation structure dictates whether crossings cluster or become regular. In systems with oscillatory correlations, such as a stochastic damped harmonic oscillator, a recent crossing suppresses an immediate subsequent one, producing sub-Poissonian statistics. However, as damping increases and oscillations disappear, a large and slow excursion above the threshold can produce multiple closely spaced crossings, yielding super-Poissonian statistics. In purely relaxational, non-oscillatory systems, such as a mean-reverting process driven by Ornstein-Uhlenbeck noise, the competition between the timescales of the driving noise and system relaxation produces a richer landscape, including reentrant transitions between sub- and super-Poissonian statistics as the threshold level is varied. Taken together, the exact variance and Fano factor derived here complement the Kac-Rice mean rate, enabling more robust parameter estimation and model selection across any setting where Gaussian processes are used.

arXiv:2605.02124v2 Announce Type: replace-cross Abstract: Softmax routing approaches hard top-1 routing as the temperature tends to zero, but the limiting passage is singular at router ties. This paper develops a boundary-layer calculus for this soft-to-hard limit in population squared-loss mixture-of-experts regression. For a router with logits $a_k(x;\phi)$, the relevant local quantity is the top-two margin $\Delta(x;\phi)$, and the relevant global quantity is the boundary mass $\mathbb{P}(\Delta(X;\phi)\le w)$. Under smoothness and transversality assumptions, coarea and tubular-neighborhood estimates show how this mass scales with the slab width; in the binary case the leading coefficient is an explicit surface integral over the routing interface. These geometric estimates give quantitative bounds between the soft objective $L_\tau$ and the hard objective $L_0$, including an $O(\tau^\alpha)$ uniform comparison under a margin-tail condition, and yield $\Gamma$-convergence of the soft objectives on compact parameter spaces. The main conclusion is that the zero-temperature approximation is controlled by the probability carried by an $O(\tau)$ neighborhood of the routing interfaces, not by temperature alone. After isolating this boundary-layer part of the problem, we record a conditional landscape-transfer theorem from hard to small-temperature soft routing and a reduced two-expert Gaussian calculation illustrating local symmetry breaking. Synthetic diagnostics are included only as controlled checks of the boundary-layer predictions.