Understanding the dynamics of consumer credit cycles requires analyzing a complex web of interconnected economic relationships. When unemployment rises, consumers typically reduce spending and increase precautionary savings, while simultaneously facing greater difficulty servicing existing debt obligations. This creates pressure on revolving credit balances as households may increase borrowing to maintain consumption levels, ultimately leading to higher default rates. However, the timing, magnitude, and interaction patterns of these relationships vary dramatically across different economic cycles, creating fundamentally different crisis mechanisms that correlation-based analysis cannot distinguish. Consider the 2008 financial crisis versus the 1990-91 recession.

However, existing representation learning methods crafted for handling billions of items in recommendation systems are unsuitable for game advertising and recommendation. This is primarily due to game sparsity, where the mere hundreds of games fall short for large-scale user representation learning, and game imbalance, where user behaviors are overwhelmingly dominated by a handful of popular games. To address the sparsity issue, we introduce the User Game Lifecycle (UGL), designed to enrich user behaviors in games. Additionally, we propose two innovative strategies aimed at manipulating user behaviors to more effectively extract both short and long-term interests. To tackle the game imbalance challenge, we present an Inverse Probability Masking strategy for UGL representation learning. The offline and online experimental results demonstrate that the UGL representations significantly enhance model by achieving a 1.83% AUC offline increase on average and a 21.67% CVR online increase on average for game advertising and a 0.5% AUC offline increase and a 0.82% ARPU online increase for in-game item recommendation.

The design of complex machines stands as both a marker of human intelligence and a foundation of engineering practice. Given recent advances in large language models (LLMs), we ask whether they, too, can learn to create. We approach this question through the lens of compositional machine design: a task in which machines are assembled from standardized components to meet functional demands like locomotion or manipulation in a simulated physical environment. With this simplification, machine design is expressed as writing XML-like code that explicitly specifies pairwise part connections. To support this investigation, we introduce BesiegeField, a testbed built on the machine-building game Besiege, which enables part-based construction, physical simulation and reward-driven evaluation. Using BesiegeField, we benchmark state-of-the-art LLMs with agentic workflows and identify key capabilities required for success, including spatial reasoning, strategic assembly, and instruction-following. As current open-source models fall short, we explore reinforcement learning (RL) as a path to improvement: we curate a cold-start dataset, conduct RL finetuning experiments, and highlight open challenges at the intersection of language, machine design, and physical reasoning.

Large language models (LLMs) are increasingly used as role-playing agents, yet their capacity to faithfully and consistently portray version-specific characters -- for example, superheroes across comic and cinematic universes -- remains underexplored. Superhero canons such as Marvel and DC provide a rich testbed: decades of storytelling yield multiple incarnations of the same character with distinct histories, values, and moral codes. To study this problem, we introduce Beyond One World, a benchmark for character-grounded roleplay spanning 30 iconic heroes and 90 canon-specific versions. The benchmark comprises two tasks: (i) Canon Events, which probes factual recall of pivotal life stages, and (ii) Moral Dilemmas, which confronts models with ethically charged scenarios. We score responses for canonical accuracy and reasoning fidelity under a framework that separates internal deliberation ("thinking") from outward decisions ("acting"). We further propose Think-Act Matching, a metric that quantifies alignment between reasons and actions and serves as a proxy for model trustworthiness. Experiments across reasoning- and non-reasoning-oriented models yield three findings: (1) chain-of-thought prompting improves narrative coherence in weaker models but can reduce canonical accuracy in stronger ones; (2) cross-version generalization within a character remains a major obstacle; and (3) models often excel at either thinking or acting, but rarely both. Beyond One World exposes critical gaps in multiversal consistency and reasoning alignment, offering a challenging evaluation for role-playing LLMs.

Test-time scaling has enabled Large Language Models (LLMs) with remarkable reasoning capabilities, particularly in mathematical domains, through intermediate chain-of-thought (CoT) reasoning before generating final answers. However, the specific sources and mechanisms underlying these reasoning capabilities remain insufficiently understood. Optimization reasoning, i.e. finding extrema under constraints, represents a fundamental abstraction that underpins critical applications in planning, control, resource allocation, and prompt search. To systematically evaluate this capability, we introduce ExtremBench, a benchmark dataset for solving mathematical extremal problems, curated from inequality exercises used for Chinese Mathematical Olympiad and transformed into $93$ standardized extrema-finding problems. We conduct extensive evaluations across various state-of-the-art open-source model families, including the Qwen3, GPT-OSS, and DeepSeek. Our results reveal that LLMs' extremal-solving reasoning capabilities do not always align with those of current mathematical benchmarks such as AIME25 and MATH-500, with some models showing strong general mathematical reasoning but poor extremal-solving skills, and vice versa. This discrepancy highlights a critical gap in current evaluation practices and suggests that existing benchmarks may not comprehensively capture the full spectrum of mathematical reasoning abilities.

Surveys provide valuable insights into public opinion and behavior, but their execution is costly and slow. Large language models (LLMs) have been proposed as a scalable, low-cost substitute for human respondents, but their outputs are often biased and yield invalid estimates. We study the interplay between synthesis methods that use LLMs to generate survey responses and rectification methods that debias population estimates, and explore how human responses are best allocated between them. Using two panel surveys with questions on nutrition, politics, and economics, we find that synthesis alone introduces substantial bias (24-86%), whereas combining it with rectification reduces bias below 5% and increases effective sample size by up to 14%. Overall, we challenge the common practice of using all human responses for fine-tuning, showing that under a fixed budget, allocating most to rectification results in far more effective estimation.

Current large language models (LLMs) and spoken language models (SLMs) begin thinking and taking actions only after the user has finished their turn. This prevents the model from interacting during the user's turn and can lead to high response latency while it waits to think. Consequently, thinking after receiving the full input is not suitable for speech-to-speech interaction, where real-time, low-latency exchange is important. We address this by noting that humans naturally "think while listening." In this paper, we propose SHANKS, a general inference framework that enables SLMs to generate unspoken chain-of-thought reasoning while listening to the user input. SHANKS streams the input speech in fixed-duration chunks and, as soon as a chunk is received, generates unspoken reasoning based on all previous speech and reasoning, while the user continues speaking. SHANKS uses this unspoken reasoning to decide whether to interrupt the user and to make tool calls to complete the task. We demonstrate that SHANKS enhances real-time user-SLM interaction in two scenarios: (1) when the user is presenting a step-by-step solution to a math problem, SHANKS can listen, reason, and interrupt when the user makes a mistake, achieving 37.1% higher interruption accuracy than a baseline that interrupts without thinking; and (2) in a tool-augmented dialogue, SHANKS can complete 56.9% of the tool calls before the user finishes their turn. Overall, SHANKS moves toward models that keep thinking throughout the conversation, not only after a turn ends. Animated illustrations of Shanks can be found at https://d223302.github.io/SHANKS/

This abstract was accepted to and presented at the "Multi-Agent Cooperative Systems and Swarm Robotics in the Era of Generative AI" (MACRAI) workshop at the 2025 IEEE/RSJ Int. Abstract--Our recently introduced self-organizing nervous system (SoNS) provides robot swarms with 1) ease of behavior design and 2) global estimation of the swarm configuration and its collective environment, facilitating the implementation of online automatic code generation for robot swarms. In a demonstration with 6 real robots and simulation trials with >30 robots, we show that when a SoNS-enhanced robot swarm gets stuck, it can automatically solicit and run code generated by an external LLM on the fly, completing its mission with an 85% success rate. Swarm robotics research has demonstrated that many sophisticated behaviors with a large number of robots can be accomplished in a fully self-organized manner [1], but these fully self-organized behaviors have been slow to transfer to real applications. One reason for this is the fact that robots in a swarm are programmed at the individual level but the desired behavior occurs at the group level, and the design of fully self-organized group behaviors is often analytically intractable [2], [3], requiring extensive trial-and-error testing.

A Comparison of Independent and Joint Fine-tuning Strategies for Retrieval-Augmented Generation Download PDF Neal Gregory Lawton, Alfy Samuel, Anoop Kumar, Daben Liu Published: 20 Aug 2025, Retrieval augmented generation (RAG) is a popular framework for question answering that is powered by two large language models (LLMs): an embedding model that retrieves context documents from a database that are relevant to a given question, and a generator model that uses the retrieved context to generate an answer to the question. Both the embedding and generator models can be fine-tuned to increase performance of a RAG pipeline on a new task, but multiple fine-tuning strategies exist with different costs and benefits. In this paper, we evaluate and compare several RAG fine-tuning strategies, including independent, joint, and two-phase fine-tuning. In our experiments, we observe that all of these strategies achieve about equal improvement in EM and F1 generation quality metrics, although they have significantly different computational costs. We conclude the optimal fine-tuning strategy to use depends on whether the training dataset includes context labels and whether a grid search over the learning rates for the embedding and generator models is required.

Ultrasound is crucial in modern medicine but faces challenges like operator dependence, image noise, and real-time scanning, hindering AI integration. While large multimodal models excel in other medical imaging areas, they struggle with ultrasound's complexities. To address this, we introduce Dolphin v1.0 (V1) and its reasoning-augmented version, Dolphin R1-the first large-scale multimodal ultrasound foundation models unifying diverse clinical tasks in a single vision-language framework.To tackle ultrasound variability and noise, we curated a 2-million-scale multimodal dataset, combining textbook knowledge, public data, synthetic samples, and general corpora. This ensures robust perception, generalization, and clinical adaptability.The Dolphin series employs a three-stage training strategy: domain-specialized pretraining, instruction-driven alignment, and reinforcement-based refinement. Dolphin v1.0 delivers reliable performance in classification, detection, regression, and report generation. Dolphin R1 enhances diagnostic inference, reasoning transparency, and interpretability through reinforcement learning with ultrasound-specific rewards.Evaluated on U2-Bench across eight ultrasound tasks, Dolphin R1 achieves a U2-score of 0.5835-over twice the second-best model (0.2968) setting a new state of the art. Dolphin v1.0 also performs competitively, validating the unified framework. Comparisons show reasoning-enhanced training significantly improves diagnostic accuracy, consistency, and interpretability, highlighting its importance for high-stakes medical AI.