Large Language Model (LLM) agents, acting on their users' behalf to manipulate and analyze data, are likely to become the dominant workload for data systems in the future. When working with data, agents employ a high-throughput process of exploration and solution formulation for the given task, one we call agentic speculation. The sheer volume and inefficiencies of agentic speculation can pose challenges for present-day data systems. We argue that data systems need to adapt to more natively support agentic workloads. We take advantage of the characteristics of agentic speculation that we identify, i.e., scale, heterogeneity, redundancy, and steerability - to outline a number of new research opportunities for a new agent-first data systems architecture, ranging from new query interfaces, to new query processing techniques, to new agentic memory stores.

Medical question answering requires advanced reasoning that integrates domain knowledge with logical inference. However, existing large language models (LLMs) often generate reasoning chains that lack factual accuracy and clinical reliability. We propose Ranked Preference Reinforcement Optimization (RPRO), a novel framework that combines reinforcement learning with preference-driven reasoning refinement to enhance clinical chain-of-thought (CoT) performance. RPRO distinguishes itself from prior approaches by employing task-adaptive reasoning templates and a probabilistic evaluation mechanism that aligns model outputs with established clinical workflows, while automatically identifying and correcting low-quality reasoning chains. Unlike traditional pairwise preference methods, RPRO introduces a groupwise ranking optimization based on the Bradley--Terry model and incorporates KL-divergence regularization for stable training. Experiments on PubMedQA, MedQA-USMLE, and a real-world clinical dataset from Far Eastern Memorial Hospital (FEMH) demonstrate consistent improvements over strong baselines. Remarkably, our 2B-parameter model outperforms much larger 7B--20B models, including medical-specialized variants. These findings demonstrate that combining preference optimization with quality-driven refinement provides a scalable and clinically grounded approach to building more reliable medical LLMs.

Cross-domain recommender (CDR) systems aim to transfer knowledge from data-rich domains to data-sparse ones, alleviating sparsity and cold-start issues present in conventional single-domain recommenders. However, many CDR approaches rely on overlapping users or items to establish explicit cross-domain connections, which is unrealistic in practice. Moreover, most methods represent user preferences as fixed discrete vectors, limiting their ability to capture the fine-grained and multi-aspect nature of user interests. To address these limitations, we propose DUP-OT (Distributional User Preferences with Optimal Transport), a novel framework for non-overlapping CDR. DUP-OT consists of three stages: (1) a shared preprocessing module that extracts review-based embeddings using a unified sentence encoder and autoencoder; (2) a user preference modeling module that represents each user's interests as a Gaussian Mixture Model (GMM) over item embeddings; and (3) an optimal-transport-based alignment module that matches Gaussian components across domains, enabling effective preference transfer for target-domain rating prediction. Experiments on Amazon Review datasets demonstrate that DUP-OT mitigates domain discrepancy and significantly outperforms state-of-the-art baselines under strictly non-overlapping training settings, with user correspondence revealed only for inference-time evaluation.

Abstract--Large Language Model (LLM) exhibits great potential in designing of analog integrated circuits (IC) because of its excellence in abstraction and generalization for knowledge. However, further development of LLM-based analog ICs heavily relies on textual description of analog ICs, while existing analog ICs are mostly illustrated in image-based circuit diagrams rather than text-based netlists. Converting circuit diagrams to netlists help LLMs to enrich the knowledge of analog IC. Nevertheless, previously proposed conversion frameworks face challenges in further application because of limited support of image styles and circuit elements. Up to now, it still remains a challenging task to effectively convert complex circuit diagrams into netlists. And a hybrid framework, named Image2Net, is proposed for practical conversion from circuit diagrams to netlists. The netlist edit distance (NED) is also introduced to precisely assess the difference between the converted netlists and ground truth. Based on our benchmark, Image2Net achieves 80.77% successful rate, which is 34.62%- 45.19% higher than previous works. Specifically, the proposed work shows 0.116 averaged NED, which is 62.1%-69.6%

Structure-inducing Language Models (SiLM) are trained on a self-supervised language modeling task, and induce a hierarchical sentence representation as a byproduct when processing an input. SiLMs couple strong syntactic generalization behavior with competitive performance on various NLP tasks, but many of their basic properties are yet underexplored. In this work, we train three different SiLM architectures from scratch: Structformer (Shen et al., 2021), UDGN (Shen et al., 2022), and GPST (Hu et al., 2024b). We train these architectures on both natural language (English, German, and Chinese) corpora and synthetic bracketing expressions. The models are then evaluated with respect to (i) properties of the induced syntactic representations (ii) performance on grammaticality judgment tasks, and (iii) training dynamics. We find that none of the three architectures dominates across all evaluation metrics. However, there are significant differences, in particular with respect to the induced syntactic representations. The Generative Pretrained Structured Transformer (GPST; Hu et al. 2024) performs most consistently across evaluation settings, and outperforms the other models on long-distance dependencies in bracketing expressions. Furthermore, our study shows that small models trained on large amounts of synthetic data provide a useful testbed for evaluating basic model properties.

The illusion phenomenon of large language models (LLMs) is the core obstacle to their reliable deployment. This article formalizes the large language model as a probabilistic Turing machine by constructing a "computational necessity hierarchy", and for the first time proves the illusions are inevitable on diagonalization, incomputability, and information theory boundaries supported by the new "learner pump lemma". However, we propose two "escape routes": one is to model Retrieval Enhanced Generations (RAGs) as oracle machines, proving their absolute escape through "computational jumps", providing the first formal theory for the effectiveness of RAGs; The second is to formalize continuous learning as an "internalized oracle" mechanism and implement this path through a novel neural game theory framework. Finally, this article proposes a feasible new principle for artificial intelligence security - Computational Class Alignment (CCA), which requires strict matching between task complexity and the actual computing power of the system, providing theoretical support for the secure application of artificial intelligence.

Deep temporal architectures such as TCNs achieve strong predictive performance on sequential data, yet theoretical understanding of their generalization remains limited. We address this gap through three contributions: introducing an evaluation methodology for temporal models, revealing surprising empirical phenomena about temporal dependence, and the first architecture-aware theoretical framework for dependent sequences. Fair-Comparison Methodology. We introduce evaluation protocols that fix effective sample size $N_{\text{eff}}$ to isolate temporal structure effects from information content. Empirical Findings. Applying this method reveals that under $N_{\text{eff}} = 2000$, strongly dependent sequences ($ρ= 0.8$) exhibit approx' $76\%$ smaller generalization gaps than weakly dependent ones ($ρ= 0.2$), challenging the conventional view that dependence universally impedes learning. However, observed convergence rates ($N_{\text{eff}}^{-1.21}$ to $N_{\text{eff}}^{-0.89}$) significantly exceed theoretical worst-case predictions ($N^{-0.5}$), revealing that temporal architectures exploit problem structure in ways current theory does not capture. Lastly, we develop the first architecture-aware generalization bounds for deep temporal models on exponentially $β$-mixing sequences. By embedding Golowich et al.'s i.i.d. class bound within a novel blocking scheme that partitions $N$ samples into approx' $B \approx N/\log N$ quasi-independent blocks, we establish polynomial sample complexity under convex Lipschitz losses. The framework achieves $\sqrt{D}$ depth scaling alongside the product of layer-wise norms $R = \prod_{\ell=1}^{D} M^{(\ell)}$, avoiding exponential dependence. While these bounds are conservative, they prove learnability and identify architectural scaling laws, providing worst-case baselines that highlight where future theory must improve.

Vision-Language Models (VLMs) such as GPT-4o now demonstrate a remarkable ability to infer users' locations from public shared images, posing a substantial risk to geoprivacy. Although adversarial perturbations offer a potential defense, current methods are ill-suited for this scenario: they often perform poorly on high-resolution images and low perturbation budgets, and may introduce irrelevant semantic content. To address these limitations, we propose GeoShield, a novel adversarial framework designed for robust geoprivacy protection in real-world scenarios. GeoShield comprises three key modules: a feature disentanglement module that separates geographical and non-geographical information, an exposure element identification module that pinpoints geo-revealing regions within an image, and a scale-adaptive enhancement module that jointly optimizes perturbations at both global and local levels to ensure effectiveness across resolutions. Extensive experiments on challenging benchmarks show that GeoShield consistently surpasses prior methods in black-box settings, achieving strong privacy protection with minimal impact on visual or semantic quality. To our knowledge, this work is the first to explore adversarial perturbations for defending against geolocation inference by advanced VLMs, providing a practical and effective solution to escalating privacy concerns.

Financial AI holds great promise for transforming modern finance, with the potential to support a wide range of tasks such as market forecasting, portfolio management, quantitative trading, and automated analysis. However, existing platforms remain limited in task coverage, lack robust multimodal data integration, and offer insufficient support for the training and deployment of large language models (LLMs). In response to these limitations, we present FinWorld, an all-in-one open-source platform that provides end-to-end support for the entire financial AI workflow, from data acquisition to experimentation and deployment. FinWorld distinguishes itself through native integration of heterogeneous financial data, unified support for diverse AI paradigms, and advanced agent automation, enabling seamless development and deployment. Leveraging data from 2 representative markets, 4 stock pools, and over 800 million financial data points, we conduct comprehensive experiments on 4 key financial AI tasks. These experiments systematically evaluate deep learning and reinforcement learning algorithms, with particular emphasis on RL-based finetuning for LLMs and LLM Agents. The empirical results demonstrate that FinWorld significantly enhances reproducibility, supports transparent benchmarking, and streamlines deployment, thereby providing a strong foundation for future research and real-world applications. Code is available at Github~\footnote{https://github.com/DVampire/FinWorld}.

Modern auto-bidding systems are required to balance overall performance with diverse advertiser goals and real-world constraints, reflecting the dynamic and evolving needs of the industry. Recent advances in conditional generative models, such as transformers and diffusers, have enabled direct trajectory generation tailored to advertiser preferences, offering a promising alternative to traditional Markov Decision Process-based methods. However, these generative methods face significant challenges, such as the distribution shift between offline and online environments, limited exploration of the action space, and the necessity to meet constraints like marginal Cost-per-Mille (CPM) and Return on Investment (ROI). To tackle these challenges, we propose GRAD (Generative Reward-driven Ad-bidding with Mixture-of-Experts), a scalable foundation model for auto-bidding that combines an Action-Mixture-of-Experts module for diverse bidding action exploration with the Value Estimator of Causal Transformer for constraint-aware optimization. Extensive offline and online experiments demonstrate that GRAD significantly enhances platform revenue, highlighting its effectiveness in addressing the evolving and diverse requirements of modern advertisers. Furthermore, GRAD has been implemented in multiple marketing scenarios at Meituan, one of the world's largest online food delivery platforms, leading to a 2.18% increase in Gross Merchandise Value (GMV) and 10.68% increase in ROI.