The SEC is working on a proposal to allow public companies to release earnings reports twice a year instead of quarterly, per the WSJ. 

Antonio Gracias talks at the Upfront Summit in LA about the future of technology.

Shopify is preparing for an e-commerce transformation via AI shopping agents, says president Harley Finkelstein.

arXiv:2603.12287v1 Announce Type: new Abstract: We address the problem of transforming raw vessel trajectory data collected from AIS into structured and semantically enriched representations interpretable by humans and directly usable by machine reasoning systems. We propose a context-aware trajectory abstraction framework that segments noisy AIS sequences into distinct trips each consisting of clean, mobility-annotated episodes. Each episode is further enriched with multi-source contextual information, such as nearby geographic entities, offshore navigation features, and weather conditions. Crucially, such representations can support generation of controlled natural language descriptions using LLMs. We empirically examine the quality of such descriptions generated using several LLMs over AIS data along with open contextual features. By increasing semantic density and reducing spatiotemporal complexity, this abstraction can facilitate downstream analytics and enable integration with LLMs for higher-level maritime reasoning tasks.

arXiv:2603.12416v1 Announce Type: new Abstract: As proposed by Hebb's theory, neural assemblies are groups of excitatory neurons that fire synchronously and exhibit high synaptic density, representing external stimuli and supporting cognitive functions such as language and decision-making. Recently, a model called Assembly Calculus (AC) was proposed, enabling the formation of artificial neural assemblies through the $k$-winners-take-all selection process and Hebbian learning. Although the model is capable of forming assemblies according to Hebb's theory, the adopted selection process does not incorporate essential aspects of biological neural computation, as neural activity, which is often governed by statistical distributions consistent with power-law scaling. Given this limitation, the present work aimed to bring the model's dynamics closer to that observed in real cortical networks. To achieve this, a new selection mechanism inspired by the dynamics of gamma oscillation cycles, called E%-winners-take-all, was implemented, combined with an inhibition process based on the ratio between excitatory and inhibitory neurons observed in various regions of the cerebral cortex. The results obtained from our model (called E%-WTA model) were compared with those of the original model, and the analyses demonstrated that the introduced modifications allowed the network's own dynamics to determine the size of the formed assemblies. Furthermore, the recovery rate of these groups, through the evocation of the stimuli that generated them, became superior to that obtained in the original model.

arXiv:2603.12483v1 Announce Type: new Abstract: Across many domains (e.g., IoT, observability, telecommunications, cybersecurity), there is an emerging adoption of conversational data analysis agents that enable users to "talk to your data" to extract insights. Such data analysis agents operate on timeseries data models; e.g., measurements from sensors or events monitoring user clicks and actions in product analytics. We evaluate 6 popular data analysis agents (both open-source and proprietary) on domain-specific data and query types, and find that they fail on stateful and incident-specific queries. We observe two key expressivity gaps in existing evals: domain-customized datasets and domain-specific query types. To enable practitioners in such domains to generate customized and expressive evals for such timeseries data agents, we present AgentFuel. AgentFuel helps domain experts quickly create customized evals to perform end-to-end functional tests. We show that AgentFuel's benchmarks expose key directions for improvement in existing data agent frameworks. We also present anecdotal evidence that using AgentFuel can improve agent performance (e.g., with GEPA). AgentFuel benchmarks are available at https://huggingface.co/datasets/RockfishData/TimeSeriesAgentEvals.

arXiv:2603.12349v1 Announce Type: cross Abstract: Scientific discovery increasingly relies on AI systems to select candidates for expensive experimental validation, yet no principled, budget-aware evaluation framework exists for comparing selection strategies -- a gap intensified by large language models (LLMs), which generate plausible scientific proposals without reliable downstream evaluation. We introduce the Budget-Sensitive Discovery Score (BSDS), a formally verified metric -- 20 theorems machine-checked by the Lean 4 proof assistant -- that jointly penalizes false discoveries (lambda-weighted FDR) and excessive abstention (gamma-weighted coverage gap) at each budget level. Its budget-averaged form, the Discovery Quality Score (DQS), provides a single summary statistic that no proposer can inflate by performing well at a cherry-picked budget. As a case study, we apply BSDS/DQS to: do LLMs add marginal value to an existing ML pipeline for drug discovery candidate selection? We evaluate 39 proposers -- 11 mechanistic variants, 14 zero-shot LLM configurations, and 14 few-shot LLM configurations -- using SMILES representations on MoleculeNet HIV (41,127 compounds, 3.5% active, 1,000 bootstrap replicates) under both random and scaffold splits. Three findings emerge. First, the simple RF-based Greedy-ML proposer achieves the best DQS (-0.046), outperforming all MLP variants and LLM configurations. Second, no LLM surpasses the Greedy-ML baseline under zero-shot or few-shot evaluation on HIV or Tox21, establishing that LLMs provide no marginal value over an existing trained classifier. Third, the proposer hierarchy generalizes across five MoleculeNet benchmarks spanning 0.18%-46.2% prevalence, a non-drug AV safety domain, and a 9x7 grid of penalty parameters (tau >= 0.636, mean tau = 0.863). The framework applies to any setting where candidates are selected under budget constraints and asymmetric error costs.

arXiv:2603.12382v1 Announce Type: cross Abstract: Multimodal large language models (MLLMs) have advanced from image-level reasoning to pixel-level grounding, but extending these capabilities to videos remains challenging as models must achieve spatial precision and temporally consistent reference tracking. Existing video MLLMs often rely on a static segmentation token ([SEG]) for frame-wise grounding, which provides semantics but lacks temporal context, causing spatial drift, identity switches, and unstable initialization when objects move or reappear. We introduce SPARROW, a pixel-grounded video MLLM that unifies spatial accuracy and temporal stability through two key components: (i) Target-Specific Tracked Features (TSF), which inject temporally aligned referent cues during training, and (ii) a dual-prompt design that decodes box ([BOX]) and segmentation ([SEG]) tokens to fuse geometric priors with semantic grounding. SPARROW is supported by a curated referential video dataset of 30,646 videos and 45,231 Q&A pairs and operates end-to-end without external detectors via a class-agnostic SAM2-based proposer. Integrated into three recent open-source video MLLMs (UniPixel, GLUS, and VideoGLaMM), SPARROW delivers consistent gains across six benchmarks, improving up to +8.9 J&F on RVOS, +5 mIoU on visual grounding, and +5.4 CLAIR on GCG. These results demonstrate that SPARROW substantially improves referential stability, spatial precision, and temporal coherence in pixel-grounded video understanding. Project page: https://risys-lab.github.io/SPARROW

arXiv:2603.12396v1 Announce Type: cross Abstract: Retrieval-Augmented Generation (RAG) systems face challenges with complex, multihop questions, and agentic frameworks such as Search-R1 (Jin et al., 2025), which operates iteratively, have been proposed to address these complexities. However, such approaches can introduce inefficiencies, including repetitive retrieval of previously processed information and challenges in contextualizing retrieved results effectively within the current generation prompt. Such issues can lead to unnecessary retrieval turns, suboptimal reasoning, inaccurate answers, and increased token consumption. In this paper, we investigate test-time modifications to the Search-R1 pipeline to mitigate these identified shortcomings. Specifically, we explore the integration of two components and their combination: a contextualization module to better integrate relevant information from retrieved documents into reasoning, and a de-duplication module that replaces previously retrieved documents with the next most relevant ones. We evaluate our approaches using the HotpotQA (Yang et al., 2018) and the Natural Questions (Kwiatkowski et al., 2019) datasets, reporting the exact match (EM) score, an LLM-as-a-Judge assessment of answer correctness, and the average number of turns. Our best-performing variant, utilizing GPT-4.1-mini for contextualization, achieves a 5.6% increase in EM score and reduces the number of turns by 10.5% compared to the Search-R1 baseline, demonstrating improved answer accuracy and retrieval efficiency.

arXiv:2603.12475v1 Announce Type: cross Abstract: Enterprise API design is often bottlenecked by the tension between rapid feature delivery and the rigorous maintenance of usability standards. We present an industrial case study evaluating an AI-assisted design workflow trained on API Improvement Proposals (AIPs). Through a controlled study with 16 industry experts, we compared AI-generated API specifications against human-authored ones. While quantitative results indicated AI superiority in 10 of 11 usability dimensions and an 87% reduction in authoring time, qualitative analysis revealed a paradox: experts frequently misidentified AI work as human (19% accuracy) yet described the designs as unsettlingly "perfect." We characterize this as a "Perfection Paradox" -- where hyper-consistency signals a lack of pragmatic human judgment. We discuss the implications of this perfection paradox, proposing a shift in the human designer's role from the "drafter" of specifications to the "curator" of AI-generated patterns.

arXiv:2603.12596v1 Announce Type: cross Abstract: Proximal policy optimization (PPO) approximates the trust region update using multiple epochs of clipped SGD. Each epoch may drift further from the natural gradient direction, creating path-dependent noise. To understand this drift, we can use Fisher information geometry to decompose policy updates into signal (the natural gradient projection) and waste (the Fisher-orthogonal residual that consumes trust region budget without first-order surrogate improvement). Empirically, signal saturates but waste grows with additional epochs, creating an optimization-depth dilemma. We propose Consensus Aggregation for Policy Optimization (CAPO), which redirects compute from depth to width: $K$ PPO replicates are optimized on the same batch, differing only in minibatch shuffling order, and then aggregated into a consensus. We study aggregation in two spaces: Euclidean parameter space, and the natural parameter space of the policy distribution via the logarithmic opinion pool. In natural parameter space, the consensus provably achieves higher KL-penalized surrogate and tighter trust region compliance than the mean expert; parameter averaging inherits these guarantees approximately. On continuous control tasks, CAPO outperforms PPO and compute-matched deeper baselines under fixed sample budgets by up to 8.6x. CAPO demonstrates that policy optimization can be improved by optimizing wider, rather than deeper, without additional environment interactions.

arXiv:2603.12615v1 Announce Type: cross Abstract: Existing AI moral evaluation frameworks test for the production of correct-sounding ethical responses rather than the presence of genuine moral reasoning capacity. This paper introduces a novel probe methodology using literary narrative - specifically, unresolvable moral scenarios drawn from a published science fiction series - as stimulus material structurally resistant to surface performance. We present results from a 24-condition cross-system study spanning 13 distinct systems across two series: Series 1 (frontier commercial systems, blind; n=7) and Series 2 (local and API open-source systems, blind and declared; n=6). Four Series 2 systems were re-administered under declared conditions (13 blind + 4 declared + 7 ceiling probe = 24 total conditions), yielding zero delta across all 16 dimension-pair comparisons. Probe administration was conducted by two human raters across three machines; primary blind scoring was performed by Claude (Anthropic) as LLM judge, with Gemini Pro (Google) and Copilot Pro (Microsoft) serving as independent judges for the ceiling discrimination probe. A supplemental theological differentiator probe yielded perfect rank-order agreement between the two independent ceiling probe judges (Gemini Pro and Copilot Pro; rs = 1.00). Five qualitatively distinct D3 reflexive failure modes were identified - including categorical self-misidentification and false positive self-attribution - suggesting that instrument sophistication scales with system capability rather than being circumvented by it. We argue that literary narrative constitutes an anticipatory evaluation instrument - one that becomes more discriminating as AI capability increases - and that the gap between performed and authentic moral reasoning is measurable, meaningful, and consequential for deployment decisions in high-stakes domains.

arXiv:2603.12693v1 Announce Type: cross Abstract: This article presents our results for the 10th Affective Behavior Analysis in-the-Wild (ABAW) competition. For frame-wise facial emotion understanding tasks (frame-wise facial expression recognition, valence-arousal estimation, action unit detection), we propose a fast approach based on facial embedding extraction with pre-trained EfficientNet-based emotion recognition models. If the latter model's confidence exceeds a threshold, its prediction is used. Otherwise, we feed embeddings into a simple multi-layered perceptron trained on the AffWild2 dataset. Estimated class-level scores are smoothed in a sliding window of fixed size to mitigate noise in frame-wise predictions. For the fine-grained violence detection task, we examine several pre-trained architectures for frame embeddings and their aggregation for video classification. Experimental results on four tasks from the ABAW challenge demonstrate that our approach significantly improves validation metrics over existing baselines.

arXiv:2603.12717v1 Announce Type: cross Abstract: Recent Vision-Language-Action (VLA) models increasingly adopt chain-of-thought (CoT) reasoning, generating a natural-language plan before decoding motor commands. This internal text channel between the reasoning module and the action decoder has received no adversarial scrutiny. We ask: which properties of this intermediate plan does the action decoder actually rely on, and can targeted corruption of the reasoning trace alone -- with all inputs left intact -- degrade a robot's physical task performance? We design a taxonomy of seven text corruptions organized into three attacker tiers (blind noise, mechanical-semantic, and LLM-adaptive) and apply them to a state-of-the-art reasoning VLA across 40 LIBERO tabletop manipulation tasks. Our results reveal a striking asymmetry: substituting object names in the reasoning trace reduces overall success rate by 8.3~percentage points (pp) -- reaching $-$19.3~pp on goal-conditioned tasks and $-$45~pp on individual tasks -- whereas sentence reordering, spatial-direction reversal, token noise, and even a 70B-parameter LLM crafting plausible-but-wrong plans all have negligible impact (within $\pm$4~pp). This asymmetry indicates that the action decoder depends on entity-reference integrity rather than reasoning quality or sequential structure. Notably, a sophisticated LLM-based attacker underperforms simple mechanical object-name substitution, because preserving plausibility inadvertently retains the entity-grounding structure the decoder needs. A cross-architecture control using a non-reasoning VLA confirms the vulnerability is exclusive to reasoning-augmented models, while instruction-level attacks degrade both architectures -- establishing that the internal reasoning trace is a distinct and stealthy threat vector invisible to input-validation defenses.

arXiv:2603.12893v1 Announce Type: cross Abstract: Reinforcement learning (RL) has become a standard technique for post-training diffusion-based image synthesis models, as it enables learning from reward signals to explicitly improve desirable aspects such as image quality and prompt alignment. In this paper, we propose an online RL variant that reduces the variance in the model updates by sampling paired trajectories and pulling the flow velocity in the direction of the more favorable image. Unlike existing methods that treat each sampling step as a separate policy action, we consider the entire sampling process as a single action. We experiment with both high-quality vision language models and off-the-shelf quality metrics for rewards, and evaluate the outputs using a broad set of metrics. Our method converges faster and yields higher output quality and prompt alignment than previous approaches.

arXiv:2509.21553v2 Announce Type: replace Abstract: Climate data science remains constrained by fragmented data sources, heterogeneous formats, and steep technical expertise requirements. These barriers slow discovery, limit participation, and undermine reproducibility. We present AutoClimDS, a Minimum Viable Product (MVP) Agentic AI system that addresses these challenges by integrating a curated climate knowledge graph (KG) with a set of Agentic AI workflows designed for cloud-native scientific analysis. The KG unifies datasets, metadata, tools, and workflows into a machine-interpretable structure, while AI agents, powered by generative models, enable natural-language query interpretation, automated data discovery, programmatic data acquisition, and end-to-end climate analysis. A key result is that AutoClimDS can reproduce published scientific figures and analyses from natural-language instructions alone, completing the entire workflow from dataset selection to preprocessing to modeling. When given the same tasks, state-of-the-art general-purpose LLMs (e.g., ChatGPT GPT-5.1) cannot independently identify authoritative datasets or construct valid retrieval workflows using standard web access. This highlights the necessity of structured scientific memory for agentic scientific reasoning. By encoding procedural workflow knowledge into a KG and integrating it with existing technologies (cloud APIs, LLMs, sandboxed execution), AutoClimDS demonstrates that the KG serves as the essential enabling component, the irreplaceable structural foundation, for autonomous climate data science. This approach provides a pathway toward democratizing climate research through human-AI collaboration.

arXiv:2602.23163v2 Announce Type: replace Abstract: Large language models are beginning to show steganographic capabilities. Such capabilities could allow misaligned models to evade oversight mechanisms. Yet principled methods to detect and quantify such behaviours are lacking. Classical definitions of steganography, and detection methods based on them, require a known reference distribution of non-steganographic signals. For the case of steganographic reasoning in LLMs, knowing such a reference distribution is not feasible; this renders these approaches inapplicable. We propose an alternative, \textbf{decision-theoretic view of steganography}. Our central insight is that steganography creates an asymmetry in usable information between agents who can and cannot decode the hidden content (present within a steganographic signal), and this otherwise latent asymmetry can be inferred from the agents' observable actions. To formalise this perspective, we introduce generalised $\mathcal{V}$-information: a utilitarian framework for measuring the amount of usable information within some input. We use this to define the \textbf{steganographic gap} -- a measure that quantifies steganography by comparing the downstream utility of the steganographic signal to agents that can and cannot decode the hidden content. We empirically validate our formalism, and show that it can be used to detect, quantify, and mitigate steganographic reasoning in LLMs.

arXiv:2603.11214v2 Announce Type: replace Abstract: We evaluate the autonomous cyber-attack capabilities of frontier AI models on two purpose-built cyber ranges-a 32-step corporate network attack and a 7-step industrial control system attack-that require chaining heterogeneous capabilities across extended action sequences. By comparing seven models released over an eighteen-month period (August 2024 to February 2026) at varying inference-time compute budgets, we observe two capability trends. First, model performance scales log-linearly with inference-time compute, with no observed plateau-increasing from 10M to 100M tokens yields gains of up to 59%, requiring no specific technical sophistication from the operator. Second, each successive model generation outperforms its predecessor at fixed token budgets: on the corporate network range, average steps completed at 10M tokens rose from 1.7 (GPT-4o, August 2024) to 9.8 (Opus 4.6, February 2026). The best single run completed 22 of 32 steps, corresponding to roughly 6 of the estimated 14 hours a human expert would need. On the industrial control system range, performance remains limited, though the most recent models are the first to reliably complete steps, averaging 1.2-1.4 of 7 (max 3).

arXiv:2405.05723v2 Announce Type: replace-cross Abstract: Flamenco, recognized by UNESCO as part of the Intangible Cultural Heritage of Humanity, is a profound expression of cultural identity rooted in Andalusia, Spain. However, there is a lack of quantitative studies that help identify characteristic patterns in this long-lived music tradition. In this work, we present a computational analysis of Flamenco lyrics, employing natural language processing and machine learning to categorize over 2000 lyrics into their respective Flamenco genres, termed as $\textit{palos}$. Using a Multinomial Naive Bayes classifier, we find that lexical variation across styles enables to accurately identify distinct $\textit{palos}$. More importantly, from an automatic method of word usage, we obtain the semantic fields that characterize each style. Further, applying a metric that quantifies the inter-genre distance we perform a network analysis that sheds light on the relationship between Flamenco styles. Remarkably, our results suggest historical connections and $\textit{palo}$ evolutions. Overall, our work illuminates the intricate relationships and cultural significance embedded within Flamenco lyrics, complementing previous qualitative discussions with quantitative analyses and sparking new discussions on the origin and development of traditional music genres.

arXiv:2411.10406v3 Announce Type: replace-cross Abstract: In the span of four decades, quantum computation has evolved from an intellectual curiosity to a potentially realizable technology. Today, small-scale demonstrations have become possible for quantum algorithmic primitives on hundreds of physical qubits. Nevertheless, there are significant outstanding challenges in quantum hardware, fabrication, software architecture, and algorithms on the path towards a full-stack scalable quantum computing technology. Here, we provide a comprehensive review of these scaling challenges. We show how to facilitate scaling by adopting existing semiconductor technology to build much higher-quality qubits, employing systems engineering approaches, and performing distributed heterogeneous quantum-classical computing. We provide a detailed resource and sensitivity analysis for quantum applications on surface-code error-corrected quantum computers given current, target, and desired hardware specifications based on superconducting qubits, accounting for a realistic distribution of errors. We provide comprehensive resource estimates for several utility-scale applications including quantum chemistry calculations, catalyst design, NMR spectroscopy, and Fermi-Hubbard simulation. We show that orders of magnitude enhancement in performance could be obtained by a combination of hardware improvements and tight quantum-HPC integration. Furthermore, we introduce high-performance architectures for quantum-probabilistic computing with custom-designed accelerators to tackle today's industry-scale classical optimization, machine learning, and quantum simulation tasks in a cost-effective manner.