growth rate
The optimal betting wealth growth rate
This paper characterizes the best possible rate of growth of wealth in a Kelly betting game when repeatedly betting against a general i.i.d. null hypothesis $\mathscr{P}$, but the data are drawn i.i.d from an arbitrary alternative $Q$. We prove that it equals $\lim_{n \to \infty}n^{-1}\inf_{P \in (\mathscr P)^n)^{\circ\circ}} \mathrm{KL}(Q^n,P)$, where ${\mathscr P}^n = \{P^n: P \in \mathscr{P}\}$ and $(\mathscr {P}^n)^{\circ\circ}$ is its bipolar, i.e., this rate is achievable and one cannot do better. This quantity is in general smaller than a more popular quantity in the literature, $\mathrm{KL}_{\inf}(Q,\mathscr{P}) := \inf_{P \in \mathscr P}\mathrm{KL}(Q,P)$. If $\mathrm{KL}_{\mathrm{inf}}(\cdot,\mathscr P)$ is weakly lowersemicontinuous (w.l.s.c.) at $Q$, we show that the two quantities are equal; in particular, this happens when $\mathscr P$ is weakly compact. For simple alternatives, we provide the first matching necessary and sufficient condition for when power-one sequential tests exist (without assumptions on $\mathscr P, Q$). We also derive the optimal worst-case growth rate against composite $\mathscr Q$. We emphasize that test supermartingales on reduced filtrations suffice for all i.i.d. testing problems, and more general e-processes are not required. We thus completely generalize the recent results of Larsson et al.~\cite{larsson2025numeraire} to the sequential setting.
Cover meets Robbins while Betting on Bounded Data: $\ln n$ Regret and Almost Sure $\ln\ln n$ Regret
Agrawal, Shubhada, Ramdas, Aaditya
Consider betting against a sequence of data in $[0,1]$, where one is allowed to make any bet that is fair if the data have a conditional mean $m_0 \in (0,1)$. Cover's universal portfolio algorithm delivers a worst-case regret of $O(\ln n)$ compared to the best constant bet in hindsight, and this bound is unimprovable against adversarially generated data. In this work, we present a novel mixture betting strategy that combines insights from Robbins and Cover, and exhibits a different behavior: it eventually produces a regret of $O(\ln \ln n)$ on \emph{almost} all paths (a measure-one set of paths if each conditional mean equals $m_0$ and intrinsic variance increases to $\infty$), but has an $O(\log n)$ regret on the complement (a measure zero set of paths). Our paper appears to be the first to point out the value in hedging two very different strategies to achieve a best-of-both-worlds adaptivity to stochastic data and protection against adversarial data. We contrast our results to those in~\cite{agrawal2025regret} for a sub-Gaussian mixture on unbounded data: their worst-case regret has to be unbounded, but a similar hedging delivers both an optimal betting growth-rate and an almost sure $\ln\ln n$ regret on stochastic data. Finally, our strategy witnesses a sharp game-theoretic upper law of the iterated logarithm, analogous to~\cite{shafer2005probability}.
Forecasting AI Time Horizon Under Compute Slowdowns
Whitfill, Parker, Snodin, Ben, Becker, Joel
METR's time horizon metric has grown exponentially since 2019, along with compute. However, it is unclear whether compute scaling will persist at current rates through 2030, raising the question of how possible compute slowdowns might impact AI agent capability forecasts. Given a model of time horizon as a function of training compute and algorithms, along with a model of how compute investment spills into algorithmic progress (which, notably, precludes the possibility of a software-only singularity), and the empirical fact that both time horizon and compute have grown at constant rates over 2019--2025, we derive that time horizon growth must be proportional to compute growth. We provide additional, albeit limited, experimental evidence consistent with this theory. We use our model to project time horizon growth under OpenAI's compute projection, finding substantial projected delays in some cases. For example, 1-month time horizons at $80\%$ reliability occur $7$ years later than simple trend extrapolation suggests.
Joint Velocity-Growth Flow Matching for Single-Cell Dynamics Modeling
Wang, Dongyi, Jiang, Yuanwei, Zhang, Zhenyi, Gu, Xiang, Zhou, Peijie, Sun, Jian
Learning the underlying dynamics of single cells from snapshot data has gained increasing attention in scientific and machine learning research. The destructive measurement technique and cell proliferation/death result in unpaired and unbalanced data between snapshots, making the learning of the underlying dynamics challenging. In this paper, we propose joint Velocity-Growth Flow Matching (VGFM), a novel paradigm that jointly learns state transition and mass growth of single-cell populations via flow matching. VGFM builds an ideal single-cell dynamics containing velocity of state and growth of mass, driven by a presented two-period dynamic understanding of the static semi-relaxed optimal transport, a mathematical tool that seeks the coupling between unpaired and unbalanced data. To enable practical usage, we approximate the ideal dynamics using neural networks, forming our joint velocity and growth matching framework. A distribution fitting loss is also employed in VGFM to further improve the fitting performance for snapshot data. Extensive experimental results on both synthetic and real datasets demonstrate that VGFM can capture the underlying biological dynamics accounting for mass and state variations over time, outperforming existing approaches for single-cell dynamics modeling.
Combining digital data streams and epidemic networks for real time outbreak detection
Lyu, Ruiqi, Turcan, Alistair, Wilder, Bryan
Responding to disease outbreaks requires close surveillance of their trajectories, but outbreak detection is hindered by the high noise in epidemic time series. Aggregating information across data sources has shown great denoising ability in other fields, but remains underexplored in epidemiology. Here, we present LRTrend, an interpretable machine learning framework to identify outbreaks in real time. LRTrend effectively aggregates diverse health and behavioral data streams within one region and learns disease-specific epidemic networks to aggregate information across regions. We reveal diverse epidemic clusters and connections across the United States that are not well explained by commonly used human mobility networks and may be informative for future public health coordination. We apply LRTrend to 2 years of COVID-19 data in 305 hospital referral regions and frequently detect regional Delta and Omicron waves within 2 weeks of the outbreak's start, when case counts are a small fraction of the wave's resulting peak.
Does GenAI Rewrite How We Write? An Empirical Study on Two-Million Preprints
Qi, Minfeng, Cao, Zhongmin, Wang, Qin, Li, Ningran, Zhu, Tianqing
Preprint repositories become central infrastructures for scholarly communication. Their expansion transforms how research is circulated and evaluated before journal publication. Generative large language models (LLMs) introduce a further potential disruption by altering how manuscripts are written. While speculation abounds, systematic evidence of whether and how LLMs reshape scientific publishing remains limited. This paper addresses the gap through a large-scale analysis of more than 2.1 million preprints spanning 2016--2025 (115 months) across four major repositories (i.e., arXiv, bioRxiv, medRxiv, SocArXiv). We introduce a multi-level analytical framework that integrates interrupted time-series models, collaboration and productivity metrics, linguistic profiling, and topic modeling to assess changes in volume, authorship, style, and disciplinary orientation. Our findings reveal that LLMs have accelerated submission and revision cycles, modestly increased linguistic complexity, and disproportionately expanded AI-related topics, while computationally intensive fields benefit more than others. These results show that LLMs act less as universal disruptors than as selective catalysts, amplifying existing strengths and widening disciplinary divides. By documenting these dynamics, the paper provides the first empirical foundation for evaluating the influence of generative AI on academic publishing and highlights the need for governance frameworks that preserve trust, fairness, and accountability in an AI-enabled research ecosystem.