Industry
Musk v. Altman Evidence Shows What Microsoft Executives Thought of OpenAI
Leaders at the tech giant were skeptical of OpenAI--but wary of pushing it into the arms of Amazon, according to evidence revealed during the trial. OpenAI's relationship with Microsoft, its longtime investor and cloud partner, has grown increasingly complicated over the years as the ChatGPT-maker has grown into a behemoth competitor . But Microsoft executives had reservations about sending additional funding to OpenAI as far back as 2018 when it was just a small nonprofit research lab, according to emails between more than a dozen Microsoft executives, including CEO Satya Nadella, shown in a federal court on Thursday during the trial. The emails show how Microsoft, at the time, wavered over what has since been held up as one of the most successful corporate partnerships in tech history. Several Microsoft executives said in the emails their visits to OpenAI did not indicate any imminent breakthroughs in developing artificial general intelligence.
Horseshoe Forests for High-Dimensional Causal Survival Analysis
Jacobs, Tijn, van Wieringen, Wessel N., van der Pas, Stéphanie L.
We develop a Bayesian tree ensemble model to estimate heterogeneous treatment effects in censored survival data with high-dimensional covariates. Instead of imposing sparsity through the tree structure, we place a horseshoe prior directly on the step heights to achieve adaptive global-local shrinkage. This strategy allows flexible regularisation and reduces noise. We develop a reversible jump Gibbs sampler to accommodate the non-conjugate horseshoe prior within the tree ensemble framework. We show through extensive simulations that the method accurately estimates treatment effects in high-dimensional covariate spaces, at various sparsity levels, and under non-linear treatment effect functions. We further illustrate the practical utility of the proposed approach by a re-analysis of pancreatic ductal adenocarcinoma (PDAC) survival data from The Cancer Genome Atlas.
A Novel Computational Framework for Causal Inference: Tree-Based Discretization with ILP-Based Matching
Yang, Tianyu, Noor-E-Alam, Md.
Causal inference is essential for data-driven decision-making, as it aims to uncover causal relationships from observational data. However, identifying causality remains challenging due to the potential for confounding and the distinction between correlation and causation. While recent advances in causal machine learning and matching algorithms have improved estimation accuracy, these methods often face trade-offs between interpretability and computational efficiency. This paper proposes a novel approach that combines a tree-based discretization technique, tailored for causal inference, with an integer linear programming-based matching algorithm. The discretization ensures approximately linear relationships for control datasets within strata, enabling effective matching, while the optimization framework optimizes for global balance. The resulting algorithm yields computational efficiency and less biased ATT estimates compared to state-of-the-art algorithms. Empirical evaluations demonstrate the proposed method's practical advantages over existing techniques in causal inference scenarios.
Position: agentic AI orchestration should be Bayes-consistent
Papamarkou, Theodore, Alquier, Pierre, Bauer, Matthias, Buntine, Wray, Davison, Andrew, Dziugaite, Gintare Karolina, Filippone, Maurizio, Foong, Andrew Y. K., Fortuin, Vincent, Fouskakis, Dimitris, Frellsen, Jes, Hüllermeier, Eyke, Karaletsos, Theofanis, Khan, Mohammad Emtiyaz, Kotelevskii, Nikita, Lahlou, Salem, Li, Yingzhen, Liu, Fang, Lyle, Clare, Möllenhoff, Thomas, Palla, Konstantina, Panov, Maxim, Sale, Yusuf, Schweighofer, Kajetan, Shelmanov, Artem, Swaroop, Siddharth, Trapp, Martin, Waegeman, Willem, Wilson, Andrew Gordon, Zaytsev, Alexey
LLMs excel at predictive tasks and complex reasoning tasks, but many high-value deployments rely on decisions under uncertainty, for example, which tool to call, which expert to consult, or how many resources to invest. While the usefulness and feasibility of Bayesian approaches remain unclear for LLM inference, this position paper argues that the control layer of an agentic AI system (that orchestrates LLMs and tools) is a clear case where Bayesian principles should shine. Bayesian decision theory provides a framework for agentic systems that can help to maintain beliefs over task-relevant latent quantities, to update these beliefs from observed agentic and human-AI interactions, and to choose actions. Making LLMs themselves explicitly Bayesian belief-updating engines remains computationally intensive and conceptually nontrivial as a general modeling target. In contrast, this paper argues that coherent decision-making requires Bayesian principles at the orchestration level of the agentic system, not necessarily the LLM agent parameters. This paper articulates practical properties for Bayesian control that fit modern agentic AI systems and human-AI collaboration, and provides concrete examples and design patterns to illustrate how calibrated beliefs and utility-aware policies can improve agentic AI orchestration.
PRCD-MAP: Learning How Much to Trust Imperfect Priors in Causal Discovery
External priors of unknown reliability create a brittle trade-off in causal discovery: blind trust amplifies errors, blind rejection wastes signal. Real priors are also heterogeneously reliable -- physical laws are trustworthy, LLM-suggested edges are speculative -- yet existing methods either ignore priors or impose them through globally uniform trust. We propose PRCD-MAP, a soft prior-consumption layer that assigns per-edge trust to an imperfect prior and uses it to modulate a prior-aware $\ell_1$ and prior-weighted $\ell_2$ regularizer in a MAP objective. Trust is calibrated by empirical Bayes on a Laplace-approximated marginal likelihood and propagated along the prior graph by an MLP, so data-confirmed neighborhoods boost trust and contradictions suppress it. PRCD-MAP enjoys a population-level safety guarantee: it is $\varepsilon$-safe in expectation over the prior-generation distribution, with $\varepsilon\leq C\cdot\mathrm{acc}(1{-}\mathrm{acc})\cdot d^2/T$ at the parametric $T^{-1}$ rate and vanishing at the prior-quality endpoints. When the prior is uninformative, learned trust provably collapses to its floor and the method recovers a no-prior baseline. Empirically, on real CausalTime data PRCD-MAP exploits informative LLM priors (LLM-prior gain $+0.067/+0.089$ AUROC on AQI/Medical over a no-prior PRCD-MAP backbone; combined backbone+prior lead $+0.123/+0.043$ over PCMCI+), auto-attenuates on the anonymous-variable Traffic stress test, and retains a lead at $d{=}300$; against BayesDAG, the closest soft-Bayesian baseline, PRCD-MAP wins on every CausalTime dataset under a matched $W_0$-only protocol. A four-way ablation isolates each component: EB calibration and MLP trust propagation jointly carry the plurality of the gain, with positive sign on every dataset. Extensions to nonlinear (NAM) and cross-sectional settings show the calibrated-trust principle is setting-agnostic.
Dynamic Vine Copulas: Detecting and Quantifying Time-Varying Higher-Order Interactions
Safaai, Houman, Vargas, Alessandro Marin
Time-varying dependence is often modeled with dynamic correlations or Gaussian graphical models, but multivariate systems can change through tail behavior, asymmetry, or conditional structure even when correlations are nearly stable. We introduce Dynamic Vine Copulas (DVC), a temporal vine-copula framework for estimating and diagnosing sequence-wide non-Gaussian dependence. DVC fixes a chosen vine factorization for comparability; the framework applies to C-, D-, and R-vines, and our experiments use fixed-root-order C-vines. Pair-copula states evolve through smooth parameter trajectories or temporally regularized family-switching paths. The main diagnostic is a held-out comparison between a full vine and its matched 1-truncated version, which separates flexible first-tree pairwise dependence from evidence contributed by higher-tree conditional terms. At the population level, under a correct fixed vine and the simplifying assumption, this contrast equals the higher-tree component of a vine total-correlation decomposition; in finite samples, it is a predictive diagnostic. In controlled benchmarks, DVC detects Student-t degrees-of-freedom changes, Clayton-to-Gumbel switches, and recurrent conditional-interaction episodes missed or conflated by Gaussian dynamic baselines. The higher-tree score remains near zero in pairwise-only regimes and rises during conditional-interaction regimes. On Allen Visual Behavior Neuropixels data, DVC identifies a reproducible time-indexed higher-tree signal that is positive across held-out splits and vanishes under a decorrelated null, indicating simultaneous cross-area dependence. DVC therefore provides a flexible temporal copula model and an interpretable test of whether temporal dependence changes are pairwise or conditional.
Beyond Activation Alignment: The Geometry of Neural Sensitivity
Yavari, Amirhossein, Esfahlani, Farnaz Zamani
Activation-alignment measures such as Representational Similarity Analysis (RSA), Canonical Correlation Analysis (CCA), and Centered Kernel Alignment (CKA) are widely used to compare biological and artificial neural representations. Recent theoretical work interprets many of these methods as assessing agreement between optimal linear readouts over broad families of global tasks. However, agreement at the level of global readouts does not determine how a system uses local stimulus evidence. Specifically, representations may align in activation space yet differ in their sensitivity to small perturbations. To address this challenge, we introduce a complementary framework based on local decodable information, which focuses on a representation's ability, under noise, to discriminate small perturbations within a specified stimulus-coordinate subspace. Building on Fisher information and local representation geometry, we summarize each representation using the expected projected pullback/Fisher metric over that subspace. This formulation induces a second-moment family of local discrimination tasks, for which the resulting operator provides a minimal, complete dataset-level summary of expected discriminability. We compare these regularized signatures using a log-spectral distance on the manifold of symmetric positive definite (SPD) matrices, yielding the Spectral Riemannian Alignment Score (S-RAS) and a uniform multiplicative certificate over the corresponding family of lifted task values. Empirically, this framework enables the recovery of corresponding layers across independently trained artificial neural networks, supports transferable class-conditional probes, reveals controlled dissociations between standard and robust training, and uncovers stimulus-coordinate family effects across mouse visual cortex using the Allen Brain Observatory static gratings dataset.
Forecasting Oncology Demand Trends with Boosting-Based Bayesian Conjugate Models
Neto, Ademir Batista dos Santos, Ferreira, Tiago Alessandro Espinola, Firmino, Paulo Renato Alves
Accurate trend forecasting in healthcare time series is essential for planning and resource allocation. This paper proposes a Bayesian framework for predicting oncology demand trends, modeling weekly appointments as a Poisson process with a Gamma prior to the demand rate. To enhance adaptability and capture persistent directional patterns, we incorporate a residual-based boosting mechanism grounded in a Gamma-Log-Normal conjugate structure. This boosting approach allows the model to track both short- and long-term trend shifts while maintaining the analytical tractability of conjugate Bayesian updating. The methodology was evaluated on real oncology service data from Cariri, Ceara, Brazil, and compared against established baselines, including linear regression, ARIMA, naive forecasting, LSTM neural networks, and XGBoost. Results showed that the proposed model outperforms competing methods in trend detection accuracy, with gains in terms of percentage of correct direction of 38.25% in relation to the second best approach in some cases.
Feature Starvation as Geometric Instability in Sparse Autoencoders
Chaudhry, Faris, Yano, Keisuke, Monod, Anthea
Sparse autoencoders (SAEs) are used to disentangle the dense, polysemantic internal representations of large language models (LLMs) into interpretable, monosemantic concepts. However, standard $\ell_1$-regularized SAEs suffer from feature starvation (dead neurons) and shrinkage bias, often requiring computationally expensive heuristic resampling and nondifferentiable hard-masking methods to bypass these challenges. We argue that feature starvation is not merely an empirical artifact of poor data diversity, but a fundamental optimization-geometric pathology of overcomplete dictionaries: the $\ell_1$-induced sparse coding map is unstable and fundamentally misaligned with shallow, amortized encoders. To address this structural instability, we introduce adaptive elastic net SAEs (AEN-SAEs), a fully differentiable architecture grounded in classical sparse regression. AEN-SAEs combine an $\ell_2$ structural term that enforces strong convexity and Lipschitz stability with adaptive $\ell_1$ reweighting that eliminates shrinkage bias and suppresses spurious features, thereby jointly controlling the curvature and interaction structure of the induced polyhedral geometry. Theoretically, we show that AEN-SAEs yield a Lipschitz-continuous sparse coding map and recover the global feature support under mild assumptions. Empirically, across synthetic settings and LLMs (Pythia 70M, Llama 3.1 8B), AEN-SAEs mitigate feature starvation without auxiliary heuristics while maintaining competitive reconstruction abilities.
Non-Myopic Active Feature Acquisition via Pathwise Policy Gradients
Aronsson, Linus, Chehreghani, Morteza Haghir
Active feature acquisition (AFA) considers prediction problems in which features are costly to obtain and the learner adaptively decides which feature values to acquire for each instance and when to stop and predict. AFA can be formulated as a partially observable Markov decision process (POMDP), which naturally admits a sequential decision-making perspective. In this paper, we present non-myopic pathwise policy gradients (NM-PPG), a new AFA method built around this formulation. We introduce a continuous relaxation of the acquisition process that enables pathwise gradients through the full acquisition trajectory, avoiding the high variance of standard score-function policy gradients while allowing end-to-end optimization of a non-myopic acquisition policy. To better align training with deployment, we further develop a straight-through rollout scheme that follows hard feature acquisitions in the forward pass while backpropagating through the corresponding soft relaxation in the backward pass. We stabilize optimization with entropy regularization and staged temperature sharpening. Experiments on both synthetic and real-world datasets demonstrate that NM-PPG yields superior performance relative to state-of-the-art AFA baselines.