LLM 理论进展

Local chemical perception and property reasoning are both essential for understanding how molecular structure determines properties. Current LLM-based chemical reasoning methods either receive SMILES/molecular images together with descriptions of local motifs, or reason directly from molecular images. Neither approach enables the model to focus on chemically meaningful regions before reasoning. To address this gap, we propose Visual Latent Structural Reasoning (VLSR), an end-to-end framework that jointly learns localization and reasoning from molecular images. Central to our approach is a localize-then-reason strategy. VLSR first learns to locate chemically meaningful regions in a molecular image. It then reasons about their property effects in a compact latent workspace before producing the final answer. Under the same inference setup, this design achieves 9.6X higher throughput than a comparable textual-reasoning baseline.

The OWL 2 EL profile is used in some of the largest production ontologies, including the Gene Ontology and SNOMED CT. Existing neuro-symbolic (NeSy) learning methods accept propositional theories or Datalog, and reasoning-shortcut (RS) awareness has not been investigated in ontology settings. We present Moose, a method that compiles an $\mathcal{EL}^{++}$ TBox and finite ABox to a Sentential Decision Diagram (SDD). The SDD acts as a differentiable weighted-model-counting layer, and we add closure clauses outside the $\mathcal{EL}^{++}$ profile on declared exhaustive families to overcome the limited expressivity of $\mathcal{EL}^{++}$ under partial supervision. We show termination, soundness, completeness, and polynomial intermediate sizes, and validate the proofs in Lean. We then define the first formal partial-supervision latent-concept-learning task over an OWL EL ontology, i.e., learning per-individual classifiers for latent concepts from observed ABox literals, and evaluate Moose on MNIST-with-ontology and Pizzaïolo. Moose improves over propositional-NeSy, fuzzy-logic, and ontology embedding baselines, and presents the first reasoning-shortcut analysis in an OWL EL setting.

We address the use of large language models (LLMs) to help discover Isabelle proofs. An Isabelle build establishes that the submitted theory is accepted, but not that an LLM changed only what the developer authorised. We present CAPRI, a contract-aware repair workflow in which Isabelle checks the proof and an independent checker enforces a machine-readable edit contract. Prompts, proposals, candidate repositories, diagnostics, verdicts, and hashes are retained for audit. We evaluate five workflows on twelve failed proofs from four developments, with three replicates per task and condition, giving 180 runs and 138 valid repairs. Of 144 terminal candidates accepted by Isabelle, six had modified protected text; all arose in iterative workflows that could edit a complete theory. A proof-body-only interface produced 29/36 valid repairs and no contract violations, compared with 31/36 for the corresponding full-theory workflow. One-shot repair produced 22/36, while a later prospectively frozen iterative workflow produced 32/36; these figures compare complete workflows rather than individual mechanisms. A separate post hoc OpenRouter campaign found no improvement in the designated Luna comparisons. A Sol configuration with matched demonstrations produced 33/36 repairs, compared with 29/36 in the frozen OpenAI Responses condition, but the difference was not statistically significant in a one-sided exact McNemar test ($p=0.0625$).

Modern LLMs excel at reasoning and instruction following, enabling users to express complex and diverse information needs. However, conventional retrievers largely rely on surface-level matching between queries and documents, resulting in a growing gap between how users express their needs and how retrievers interpret them. In this paper, we present GEM, a generative embedding model that augments retrieval through its own knowledge by explicitly reasoning about user intent and relevance criteria. GEM unifies generation and embedding within a single model: it first reasons over the query, then appends an embedding token to encode the enriched context for retrieval. Evaluated on reasoning-intensive and instruction-following retrieval tasks, GEM demonstrates the effectiveness of its reasoning-augmented retrieval, outperforming its non-reasoning variant and matching baselines using substantially larger models. Furthermore, GEM's generative nature allows test-time compute scaling via prompting to further enhance retrieval performance. Our code is available at: https://anonymous.4open.science/r/GEM.

Formal verification provides strong guarantees of software correctness, but its adoption is limited by the high cost of writing precise formal specifications. While recent large language models (LLMs) have shown strong capabilities in theorem proving and verified code generation, their true ability to generate program specifications remains unclear. Existing evaluations require either verifying implementation conformance or proving semantic equivalence between specifications, both of which are formidably difficult and may conflate proof difficulty with specification quality. To address this problem, we introduce Coins, a Rocq based evaluation framework that assesses specification quality by instantiating specifications under evaluation on trusted test cases and generating concrete proof obligations. This design aligns with the asymmetric nature of formal reasoning, where successful proofs provide reliable evidence while proof failures are inherently ambiguous. Using Coins, we conduct a large scale study on HumanEval with a curated set of human written Rocq specifications. Our results show that specification generation remains a formidable challenge, and that verification complexity can obscure genuine differences in specification quality. Overall, we find that accurate specification evaluation, rather than model scaling alone, is central to understanding the power of LLMs for specification synthesis, and that test case based formal reasoning offers a more faithful and discriminative measure of progress.

Self-referential prompting has been shown to reliably induce large language models to produce first-person reports resembling subjective experience, but no prior work measures how consistent these reports are across repeated, independent trials, or how that consistency compares to the model's behavior on other kinds of open-ended questions. We measure response instability, defined as one minus the mean pairwise cosine similarity of sentence embeddings computed over a compressed core claim extracted from each response, for three groups of questions: self-referential prompts eliciting a subjective-experience report, unresolvable philosophical questions unrelated to self-reference, and questions with a verifiable correct answer. Using 30 independent responses per question (360 responses total, Gemini API, temperature 0.7) across four questions per group, we find that self-referential questions show the highest instability (0.343 +/- 0.047), unresolvable philosophy questions show intermediate and tightly clustered instability (0.192 +/- 0.008), and verifiable questions show the lowest instability (0.105 +/- 0.058). This provides a quantitative baseline for the induced subjective-experience report, showing that it occupies a distinct, less stable position in the model's output distribution than ordinary open-ended philosophical uncertainty.

Transformer-based language models achieve strong performance but incur substantial inference cost due to repeated high-dimensional matrix multiplications. We propose Reduced Matrix Multiplication (RMM), a training-free, input-adaptive inference method that reduces Transformer matrix products by selecting informative slices along their contraction dimensions, without modifying model weights. Under a simple retention-ratio control, RMM provides a smooth and predictable accuracy-efficiency trade-off. Across language models ranging from 1B to 70B parameters, we find that reduction tolerance depends on the model family, task, component, and retention ratio, although it often improves with model scale. Under moderate reduction, RMM remains robust across the evaluated discriminative, autoregressive generation, and long-context settings. We further show that the same principle extends to multimodal vision-language inference. Mechanistic ablations reveal a structural asymmetry within Transformers: attention-side computations are substantially more reducible than MLP components. Finally, wall-clock benchmarks with custom kernels on an NVIDIA A100 show that these computational savings can translate into practical runtime gains, especially at longer sequence lengths. Together, these results position RMM as a scalable direction for input-adaptive inference-time optimization.

Transformer-based language models are known to sometimes generalize to sequences longer than seen during training, but we lack a precise characterization of which tasks admit length generalization. It is not even known which regular languages transformers length-generalize on — and this is a foundational class of languages. Our contributions are to establish the first complete characterization of which regular languages transformers length-generalize on and provide a decision algorithm running in polynomial time in the size of the language's syntactic monoid. These results rely on an effective characterization of the regular languages in C-RASP, a recently-established formalism that expresses which languages transformers length-generalize on. This characterization is challenging because classical tools like Krohn-Rhodes decomposition theory for finite semigroups are insufficient for C-RASP. Firstly, the basic building blocks of Krohn-Rhodes theory — flip-flop and simple groups — are not expressible in C-RASP. Secondly, the basic building block of C-RASP (unbounded counting) is not expressible by the finite semigroups of Krohn-Rhodes theory. Thus, length generalization on regular languages is controlled by an algebraic property that is invisible to classical finite decomposition theory. We generalize classical decomposition theory from finite semigroups to the infinite additive group on the integers, allowing us to characterize C-RASP in terms of iterated wreath products of the integers and derive a provable polynomial-time decision algorithm for regular language membership. Experiments across a broad test suite of regular languages confirm that our theory captures transformers' length-generalization behavior more accurately than existing classifications.

In this work, we introduce DMDIntel which uses dynamic mode decomposition (DMD) to make the predictions made by LLMs in a classification task interpretable. It develops an input attribution pipeline, that first decomposes the hidden states of an LLM into prominent patterns, also known as modes, and then associates ranks to the input tokens based on the projection values on those modes. Rigorous experiments across three datasets and three model families consistently show that the ranked attribution of input tokens obtained using DMDIntel by far outperforms state-of-the-art techniques such as principal component analysis, integrated gradients and SHAP.

Modern language models are trained on heterogeneous web-scale text corpora. Consequently, studying knowledge and skill acquisition is difficult, as prior exposure to related content is hard to characterize. To address this challenge, we introduce LITTLECURRICULUM, a curated 88B-token pretraining corpus tailored to U.S. elementary school material, explicitly excluding concepts, facts, and vocabulary taught above Grade 5. Training a 5B-parameter LLM from scratch on LITTLECURRICULUM yields LITTLELEARNER, a model with sufficient language competence for open-ended evaluation, yet with clear knowledge and capability boundaries mapped to interpretable curriculum guidelines. We release LITTLECURRICULUM and LITTLELEARNER as a developmentally restricted sandbox to study how models acquire, represent, and use data under a well-defined training scope. We illustrate the sandbox's utility in a first suite of experiments on injecting new knowledge through post-training and in-context learning. These methods let LITTLELEARNER better utilize existing knowledge, but do not raise out-of-scope capabilities. Our findings underscore the value of this controlled environment for future investigations.

We study a large language model (LLM) service in which a provider chooses a per-token price and a default reasoning-token allocation, while a user may accept the default, customize the allocation, or exit. Larger allocations can improve accuracy but increase token cost and latency. We model this interaction as a Stackelberg game and derive the user's unique optimal customized allocation in closed form. For any price, the acceptable defaults form either an empty set or a compact interval. We characterize the provider's optimal default through a three-regime rule, reduce equilibrium computation to a one-dimensional price optimization, and prove the existence of the equilibrium. We further show that defaults affect the implemented reasoning allocation only when users value the convenience of avoiding customization; otherwise, every service-providing outcome implements the user's optimal customized allocation. Experiments with two compact open-weight reasoning models on five mathematics and science benchmarks support the accuracy-token model and show how model and task characteristics determine equilibrium prices, defaults, and reasoning allocations.

Research on automatic speaking assessment (ASA) has increasingly adopted multimodal speech large language models to assess learners' speaking performance. However, existing studies provide limited analysis of how acoustic and content information contribute to predictions and how stable the resulting performance is. We propose CASA, a simpler architecture combining Whisper-medium and Qwen3.5-2B that achieves state-of-the-art performance while providing a more interpretable separation between speech delivery and content. On the Speak & Improve Corpus 2025, CASA achieves a root mean square error (RMSE) of 0.358, improving on the previous best RMSE while using approximately half the estimated inference parameters. The general-purpose architecture is designed for adaptation to other ASA corpora without structural changes and relies on three handcrafted fluency features. Through ablations and repeated runs, we analyze the individual and complementary contributions of acoustic and content information, examine performance variability, and demonstrate the potential of large language model reasoning for training-free content validation.

Autonomous vehicles depend on large safety-critical software stacks, where weaknesses reachable from adversarial inputs may affect steering, braking, or other control decisions. Static analysis can identify candidate sites, but dynamically confirming exploitability requires executable test artifacts that are difficult to construct manually. We investigate whether large language models (LLMs) can automate this process for Autoware, an open-source autonomous-driving stack. We perform compiler-precise static analysis across 185 packages, identifying 1,375 decision rules, 2,274 validation checks, and 482 input-to-safety-output flows, from which we derive a weakness taxonomy and sample 740 reachable sites. Two local open-weight LLMs, a no-static-context ablation, and a naive-template baseline generate 3,700 artifact sets, which are compiled against the real build under sanitizers, repaired through compiler-in-the-loop feedback, and fuzzed when executable. The main result is a build-integration failure taxonomy showing that 80% of first-shot compilation failures arise from dependency wiring rather than program logic. The reasoning model compiled 64% of harnesses on the first attempt, compared with 6% for the code-specialized model. Repair achieved full object-compileability for the reasoning model only through extensive stubbing; fewer than half of its harnesses reached the fuzzer, and all 37 observed crashes originated in stubbed code rather than Autoware. No candidate weakness was dynamically confirmed within budget. These results show that build integration, not candidate generation or fuzzing, is the primary barrier to reliable LLM-assisted dynamic analysis of full autonomous-vehicle software stacks.

Transformers owe much of their strong long-context retrieval capability to a token-level memory that grows with context length. This flexibility, however, incurs a quadratic computation complexity during training and a key--value cache that grows linearly during autoregressive inference. Recurrent alternatives offer efficient decoding by compressing the entire history into a fixed-size state, but often underperform on recall-intensive tasks since earlier associations usually get overwritten by subsequent updates, and only the most recent contextual information is retained. In this paper, we introduce Memory-Anchor Routing across Context History (MARCH), a network architecture that effectively scales state-space models beyond a fixed-size dimension, while maintaining computational efficiency over long-sequences. MARCH periodically caches cumulative recurrent-state checkpoints as state anchors and associates each anchor with a compact, content-conditioned anchor key. This lets MARCH maintain a memory bank, which can grow as context length increases, providing a controllable trade-off between historical resolution and memory cost. At each token, MARCH produces an anchor query to attend all causally available state anchors, and the output is calculated as an attention-style aggregation over all historical anchors along the current state. We show that after standard pretraining, MARCH consistently outperforms multiple linear attention variants across commonsense reasoning, LongBench, and in-context retrieval. These results demonstrate that content-routed state caching substantially strengthens recurrent long-range memory while preserving its native computation path.

Large language models (LLMs) have achieved remarkable breakthroughs across various applications. However, their architectures remain inefficient in pretraining due to two main limitations: (i) self-attention lacks an explicit inductive bias for locality, leading to redundant modeling of sequence-internal local information; (ii) mixture-of-experts (MoE) implicitly couples knowledge storage with computational pathways, hindering flexible access to sequence-external global knowledge. To overcome these limitations, we propose LoKiFormer, a novel LLM architecture that augments the standard decoder with two dedicated modules: 1) Local Fusion Attention (LFA), which incorporates a convolutional fusion to attention, explicitly capturing local patterns and allowing the attention to operate on more informative representations; 2) Knowledge Memory Module (KMM), which introduces a parametric key-value memory that explicitly stores global knowledge in addressable slots, decoupling storage from computation and enabling direct knowledge retrieval. Together, these modules enable LoKiFormer to achieve more efficient and effective integration of information at both levels. Experimental results show that LoKiFormer converges 1.33x faster in pre-training than baseline models, underscoring its superiority over existing LLM architectures.

Model merging by task arithmetic works until it doesn't, and the field diagnoses why with magnitudes: layerwise representation bias, deviations from cross-task linearity, parameter overlap. Tracking the exact layerwise cross-term of merged LLMs through a factorial ledger and intervening on it directly, we find magnitude insufficient - and inconsistent across model families - as a diagnostic axis. An exact decomposition of the layerwise flux shows it is dominated by amplifying transport of the existing cross-term (~65-70% in both families, gain >1 per late block), and erasing the term is undone by propagation - rebuilt to 99% of its norm at cosine 0.99 - unless applied near the output; a basin test with six starting displacements establishes the carried direction as an attractor of the forward pass. That direction is causally load-bearing: erasure along it removes expressed interference dose-dependently and saturates at exact erasure, while norm-matched wrong-direction controls fail or backfire. Instruction wrappers gate the effect: the same erasure finds 13x less relative interference to remove under a wrapper that internally amplifies the cross-term, because the wrapper drowns the interaction in a template-pinned main effect rather than shrinking it - a structure that replicates across further instruction templates but not under a length-matched control. Magnitude, by contrast, is at best a coarse correlate, and the striking +-15% "universality" of naive bfloat16 generation turns out to be quantization roughness. Task pairs whose local cross-term generation differs by at most 1.9x differ by 14x-337x in causally removable interference. All 46 predictions were preregistered and frozen before their data; falsifications, including of our own headline expectations and of behavioral recovery under a validated continuous endpoint, are reported as such.

Multiple-choice benchmarks are widely used to evaluate large language models, but MCQ scores conflate knowledge with sensitivity to option order, which makes them unreliable measures of model knowledge. In this paper, we test whether preventing a model from seeing option labels while committing to an answer removes positional influence and, in turn, improves performance. We evaluate two different strategies for mitigating bias. The first uses a generation-then-matching approach, and the second scores options in isolation, which is positionally unbiased by construction. Neither reliably improves accuracy. A complete decomposition shows that the bottleneck is withholding options, not the matching step. The only configuration that consistently matches the baseline is the one that shows the model all options paired with an LLM matcher. However, eliminating positional influence entirely still does not reliably yield accuracy gains, while cyclic permutation often improves them. For two-stage prompting, an aggregate measure of recall imbalance and a direct per-question measure of order sensitivity both fail to show reliable debiasing.

While Multimodal Large Language Models (MLLMs) have achieved remarkable progress, visual understanding and generation are typically treated as divergent objectives. Existing unified frameworks often rely on discrete visual tokenization or diffusion objectives whose generative targets differ from the continuous representations consumed by visual understanding models, making direct transfer to enhance existing pretrained MLLMs non-trivial. In this work, we present GAS, a generation-guided training framework that reinterprets visual generation as auxiliary supervision for representation learning. Concretely, GAS adapts Next Embedding Prediction (NEP) as a cross-modal generation paradigm within a decoupled Mixture-of-Transformers (MoT) architecture. By maintaining a shared lower trunk and parallel upper layers, GAS lets generation losses enrich the shared visual pathway with finer spatial precision and stronger visual retention while shielding the upper understanding layers from direct generation gradients. To maximize this synergy, we further construct highly correlated generation tasks that demand deep cognitive grounding rather than generic synthesis alone. Across model scales and training stages, GAS improves aggregate multimodal understanding, with its most reliable gains on perception and spatial comprehension. Crucially, because the auxiliary generation branch is discarded after training, these gains incur zero inference overhead. Extensive controlled comparisons and representation-level analyses further clarify when and why generation-guided training benefits understanding, and demonstrate the feasibility of generation-guided training as a practical route to stronger multimodal understanding.

Treating patients with combinations of drugs reduces the risk of resistance to any individual drug. Finding effective combinations is difficult because the large search space makes combinatorial screens prohibitively expensive, time consuming, and often technically infeasible. Predictive models can fill this gap, yet existing methods typically require molecular profiling of each sample and per-cohort training, limiting their applicability when time and tissue are scarce. To address this challenge, we introduce ScreenShot, a hierarchical transformer pretrained on 40 drug screening datasets covering 3,700 drugs and 6,000 biological samples, whose architecture mirrors the nested structure of screening data. Given a few-shot context of observations from a new patient, ScreenShot predicts the response of the sample to combination therapies through in-context learning, operating directly on functional measurements with no fine-tuning and no molecular profiling. On four held-out datasets, ScreenShot outperforms all baselines in both prediction accuracy and identification of selectively effective treatments. ScreenShot's internal representations are directly useful for experimental design: we use them to drive a weighted k-means++ active learning strategy that selects which experiments to run, achieving the same hit detection as uniform screening with a third of the budget. Source code and interactive dashboard: https://github.com/tansey-lab/screenshot.

We propose claim-level falsification as a principle for test-time scaling and instantiate it through Claim-Level Reliability Assessment (CLR), a training-free framework that reallocates test-time compute from additional solution sampling to targeted verification. Since whole-trace evaluation often obscures decisive errors due to signal dilution from routine tokens, CLR condenses each reasoning trace into a compact set of decision-critical claims, thereby isolating its logical anchors. Furthermore, recognizing the inherent difficulty of generating entirely correct solutions under fixed model capabilities, CLR shifts the focus to semantic falsification. This approach exploits a fundamental asymmetry between solution construction and claim refutation. Constructing a valid solution requires a flawless reasoning path, whereas refuting an incorrect claim requires identifying only a single decisive flaw. This targeted search for negative evidence systematically compresses the survival space of high-confidence incorrect traces, effectively suppressing erroneous consensus via nonlinear reliability scoring. Across four LLMs and four reasoning benchmarks under matched budgets, CLR generally improves upon pass@1 and self-consistency. On GPT-OSS-20B/CMIMC25, for instance, CLR exceeds pass@1 by 27.15 percentage-points and raises self-consistency accuracy from 77.50% to 82.19% with 37.0% fewer tokens.

Transformer-based methods have achieved strong performance in monocular 3D human pose estimation, but most existing approaches organise spatial and temporal reasoning as separate stages, which may weaken unified spatial-temporal interdependencies inherent in human motion and compress frame-level structural information before temporal modelling. In this paper, we propose HSTGFormer, a graph-enhanced Transformer framework that reformulates spatial-temporal reasoning as localised coupled graph aggregation over joint-time nodes. Specifically, HSTGFormer introduces a Hyper Spatial-Temporal Graph (HSTG), which decomposes global spatial-temporal reasoning into local spatial-temporal receptive fields around individual joint-time nodes by extending per-frame skeleton graphs into temporal neighbourhoods, thereby enabling structure-aware coupled reasoning while preserving local structural motion information. It further incorporates an Adaptive Dual-Scale Temporal Graph (ADSTG) to capture joint-specific temporal dependencies over complementary short- and long-range windows. A lightweight node-wise fusion module further adaptively integrates the two graph representations for each joint-time node. Experiments on Human3.6M and MPI-INF-3DHP show that HSTGFormer achieves strong accuracy with high computational efficiency.

Continual pre-training (CPT) has been widely adopted as a method for domain adaptation in large language models. However, CPT has consistently been accompanied by challenges, such as the difficulty of acquiring large-scale domain-specific datasets and high computational costs. In this study, we propose a novel method called Test-Enhanced Learning for Language Model Enrichment (TELLME) to alleviate these issues. TELLME leverages the TestEnhanced Learning (TEL) principle, whereby the model's training efficiency is improved using quizzes during training. It integrates this principle with CPT, thereby promoting efficient domain-specific knowledge acquisition and long-term memory retention. Experimental results demonstrate that TELLME outperforms existing methods by up to 23.6% in the financial domain and achieves a 9.8% improvement in long-term memory retention.

Large language models are increasingly trained and deployed with long contexts that span documents, code repositories, and interaction histories. This scaling reflects the implicit assumption that training on longer contexts will only help the model by exposing it to richer evidence. We challenge this view by studying how the context window shapes a model's mode of learning, shifting it between parametric internalization and contextualization. We propose the Information Abundance Paradox, which hypothesizes that abundant relevant information in the training context can reduce the incentive to encode that information parametrically, thereby increasing reliance on context. In pretraining with long documents, increasing the context window improves language modeling, natural language understanding, and closed-book MCQA only up to an intermediate optimum, after which performance consistently declines. In supervised fine-tuning, more task-relevant train-time context improves performance with supporting context, but reduces robustness when context is absent or misleading at test time. Our analysis suggests that this behavior arises when longer context provides a lower complexity solution. Mechanistically, training with informative context shifts gradient pressure from feed-forward networks, often linked to parametric knowledge, toward attention modules, and causal interventions show that this shift increases reliance on context during inference. Overall, these findings support the Information Abundance Paradox and suggest that scaling toward near-infinite context is not simply a matter of supplying more data, even when high-quality long-context data is abundant.

Medical devices are becoming more software-intensive, connected, and AI-enabled. Their development requires risk-management evidence aligned with ISO 14971 and, for software, IEC 62304. This evidence must be kept consistent across requirements, design decisions, software changes, verification results, complaints, and post-market data. These tasks are costly and depend on scarce safety and domain experts. Large language models (LLMs) may reduce parts of this effort because medical-device safety work is highly document-based. However, current LLM-based safety-engineering studies often address isolated methods, rely on generic prompting or public examples, and provide limited support for source links, traceability, uncertainty handling, lifecycle updates, and recorded expert review. This limits their use in regulated medical-device development. This paper argues that the central research problem is not safety-text generation, but source-linked safety-knowledge support. We propose an evidence-grounded framework that connects device artifacts, controlled knowledge storage and retrieval, method-specific generation of candidate safety items, critique and uncertainty checks, and recorded expert review. The framework prepares, links, checks, and updates candidate safety artifacts for expert decision-making. It does not decide whether a device is safe and does not provide regulatory approval. We also outline an evaluation strategy using non-public or newly built medical-device case studies and expert reference analyses to assess coverage, correctness, relevance, traceability, duplicate rate, unsupported claims, and review effort.

Large language models can extract richer signals from financial news than fixed sentiment lexicons, and recent work has explored feeding such signals into portfolio construction. We study an uncertainty-aware construction that feeds model-predicted risk — decomposed into aleatoric and epistemic components — directly into the covariance matrix of portfolio allocators, rather than treating portfolio risk as fixed or adjusting only expected returns. We evaluate the pipeline on Russell 2000 equities under three stock-selection regimes: a pure-alpha trigger that isolates abnormal stock moves not explained by macro indicators, a pure-beta trigger that captures macro-indicator moves before the stock itself fires, and a beta trigger in which both channels agree. Across the full holding-period grid, the separated pure-alpha and pure-beta legs usually dominate the beta intersection on Sharpe and return. Two horizons are especially informative. At one day, pure beta can work under low and moderate transaction costs because it captures immediate lead-lag spillovers from liquid macro and sector indicators into exposed small-cap stocks, but this advantage disappears at 100 bps when turnover and microstructure noise dominate. At 40 days, pure beta works for a different reason: slower macro repricing overtakes the firm-specific pure-alpha channel. The strongest conservative row is pure beta with GPT-4o mini sentiment, a Student-t target, a 40-day holding period, and risk parity allocation, reaching Sharpe 2.33 at 100 bps. The results suggest that stock-selection regime and allocator choice matter at least as much as the sentiment model, and that separating firm-specific and macro-exposure triggers is more informative than requiring both to fire simultaneously.

We present the first systematic study of Massive activations (MAs) in layer-interleaved HLA LLMs and uncover two architecture-aligned morphologies: MAs consistently spike immediately before full attention layers, forming pre-attention spikes (PAS), and can persist through intervening linear attention layers, giving rise to inter-spike plateaus (ISP). As full attention becomes denser, successive PAS become increasingly connected through ISP, ultimately recovering the stable MA morphology of full attention LLMs. We establish the recurrence of this organization across five linear attention architectures, six hybridization configurations, five data domains, and representative open-source hybrid models spanning 1.2B to 397B total parameters. Controlled pretraining of GDN-based hybrids at scales up to 1.3B shows that both morphologies emerge early and respond asymmetrically to output gating: full attention output gating strongly attenuates their absolute magnitudes without eliminating their layerwise organization, whereas removing GDN gates yields comparatively modest amplification. Mechanistically, our systematic-outlier analysis supports a shared lifecycle account governed by the timing of MA cancellation. PAS follows a localized write-sink-cancel process, while the extended persistence of ISP is consistent with delayed cancellation. At the full attention limit, this account recovers the stable MA morphology characteristic of full attention LLMs. Our code is available at https://github.com/StartluxLabs/Massive-Activations-HLA.

In many practical applications of generative AI systems, from tax rules to airline baggage allowance, responses to natural language queries must respect written policies or rules. We present a hybrid symbolic approach that expresses policies in formal logic and at inference time exploits the representation power of language models for fact extraction to ground predicates, and an answer set solver for reasoning such that responses are interpretable, auditable, and as we show, accurate and robust under input perturbations. Specifically, we show this separation of extraction and reasoning steps outperforms policy-as-prompt and policy-as-code methods in most cases with ~10x reduction in token usage. The results point to the value of structured reasoning and symbolic solvers in conjunction with generative models to make robust decisions involving objective criteria.

Multimodal large language models (MLLMs) have made rapid progress, yet they still exhibit object hallucination, generating plausible but incorrect descriptions that are inconsistent with the visual input. Direct Preference Optimization (DPO) mitigates this by training models to prefer non-hallucinated responses over hallucinated ones, and recent efforts further enrich the preference data with relevant context. However, it remains unclear whether DPO actually leverages such context. To investigate this, we propose Contextual Preference Gain (CPG), a simple metric that measures how much a model's preference strengthens when relevant context is provided. We find that higher CPG consistently corresponds to lower hallucination, yet standard DPO and its variants exhibit only limited CPG, indicating that they underutilize contextual information and thus remain prone to hallucination. To address this, we propose Context-Calibrated DPO (C$^2$-DPO), which directly maximizes CPG while preserving the original preference ordering. Across multiple benchmarks, C$^2$-DPO substantially reduces hallucination without compromising general reasoning, relatively reducing the Object HalBench hallucination rate of Qwen2-VL-Instruct-2B by 36%. Code is available at https://github.com/mlvlab/C2-DPO

Multimodal large language models (MLLMs) have advanced image geolocalization mainly by improving how they reason about geographic cues. How that reasoning isdecoded into coordinates, however, has lagged behind. Predicting a place name for a geocoding API is discrete and lossy: it ignores image evidence and collapses multi-granular semantics into a coarse lookup. We argue that the bottleneck has shifted from what a model reasons to how that reasoning is represented for a continuous, geometry-aware decoder. We present GeoBridge, a role-decoupled conditioning mechanism that connects a frozen semantic MLLM to a frozen Riemannian flow-matching head that generates coordinates on the sphere. The central obstacle is arole conflict: supervising the condition with discrete semantic labels biases its representation toward class-discriminative geometry, at odds with the smooth manifold the generative head requires. GeoBridge keeps the semantic supervision decoupled from the condition interface: a separate projection forms the continuous condition the frozen head expects, injecting geographic priors without disturbing the spherical decoder. On IM2GPS3K, GeoBridge reaches 38.67/52.89/70.37 at the 25/200/750 km thresholds, improving over a place-name-to-API pipeline and reasoning-augmented direct prediction at these precision-relevant scales. GeoBridge is a decode-side algorithmic contribution, orthogonal and complementary to chain-of-thought reasoning. Code will be made publicly available.

Standard evaluation of large language models assumes stable model rankings across inference conditions. We challenge this assumption by varying the token generation budget, i.e., the maximum tokens a model may produce, across seven levels (64--4,096), evaluating four models on three reasoning benchmarks (56,476 inferences). We report four findings: (i) 3--19% of items exhibit non-monotone behavior (accuracy decreasing with more budget), even after controlling for truncation, and this phenomenon is model-specific (cross-model overlap: 6--14%). (ii) Model rankings reverse across budgets on all benchmarks ($p {<} 0.01$, McNemar). (iii) Oracle analysis reveals model complementarity up to $+27.8$pp, most pronounced at constrained budgets. (iv) A budget-aware router captures 14.1% of the oracle gap cross-domain; budget features help within-domain ($+1.6$ to $+5.7$pp) but are domain-specific and hurt transfer ($-1.2$pp). These results argue for budget-conditioned evaluation protocols.