OpenAI is moving upstream into policy and institutional influence while the real competitive pressure is consolidating around infrastructure control and inference optimization, a split that reveals where actual defensibility lies in AI systems.
The gap between capability and constraint is widening across every layer. GEN-1 robotics hit 99 percent reliability on novel tasks and researchers cut AI energy use by 100x while improving accuracy, but these engineering wins sit atop a fragile physical layer. Data centers remain vulnerable to missiles. North Korea compromised npm. Anthropic's own security tool carried a CVE. The companies building models are making strategic bets that assume they can build faster than adversaries can break: Intel doubling down on advanced chip packaging, Xoople raising 130 million to map Earth for AI infrastructure, Samsung forecasting record profits despite the US tech sector shedding 15,000 jobs in March. The story underneath is not about AI capability anymore. It's about who controls the chips, the power, the real estate, the supply chains, and whether the companies that built the models can actually defend what they've built.
The infrastructure layer is where differentiation is moving. OpenAI alums launched Zero Shot to raise 100 million specifically for the infrastructure and tools layer. AMD is publishing kernel optimization guides and inference acceleration techniques. Anthropic is locking in compute partnerships with Google and Broadcom at scale. GitHub's developer ecosystem is consolidating around local-first inference, agent orchestration, and code understanding, with tools like Ollama removing friction from deployment and agents like Goose operating autonomously across multiple LLM providers. Meanwhile, Claude Opus 4.6 maintains its lead on SWE-rebench at 65.3 percent, but the top tier has consolidated into a narrow band where the gap between first and fifth place is 2.8 percentage points. Builders are moving toward problems with actual friction and willingness to pay, away from the hype cycle. The question now is whether the companies that control the models can maintain margin when the value is migrating toward whoever owns the infrastructure that keeps the models running when the grid is contested.
Grant Calloway
This position paper explores how Agentic AI and Model Context Protocol (MCP) can support power-grid studies in a Transmission System Operator (TSO) context. We focus on integrating Large Language Models with numerical simulation tools, structured workflows, and human supervision. We identify key industrial requirements for agent assisted grid studies and introduce pypowsybl-mcp, an MCP-based interface exposing selected capabilities of our simulation tool, pypowsybl to AI agents. This first step provides a testbed to study how agents can setup simulations, execute analyses, retrieve results, and interact with power-system simulators through standardized tool calls. We also discuss principles for human-in-the-loop, multi-agent workflows and outline an evaluation strategy combining technical metrics and practitioner feedback. The paper positions MCP-based tool integration as a step toward more interactive, auditable, and scalable grid-study environments.
An agent harness is the external control layer that turns a base LLM into an executable agent by managing context, tools, orchestration, memory, decoding, and output handling. While harness design strongly affects agent behavior, most automatic improvement methods optimize narrower artifacts such as prompts, pipelines, or workflows, and deployed agents usually reuse a single global harness for all cases. We introduce MemoHarness, an adaptive harness optimization framework that learns from its own executions. MemoHarness decomposes the harness into six editable control dimensions, stores per-case diagnoses and distilled global patterns in a dual-layer experience bank, and adapts the learned harness to each test case using retrieved experience without test-time labels, feedback, or additional search. In our evaluation across shell-agent, code-generation, and analytical-reasoning benchmarks, MemoHarness improves over the fixed harnesses we compare against and shows selective transfer to unseen suites and base models. Its additional context can also remain cost-competitive when much of the retrieved experience is cacheable. These results provide evidence that execution experience is a practical substrate for building agent harnesses that are more adaptive than a single static configuration, while leaving broader claims about statistical robustness and component attribution to future work.
Reinforcement learning for multi-turn search reasoning typically relies on terminal outcome rewards, which cannot distinguish useful, redundant, and harmful intermediate interactions. We propose LOTAPO , a self-generated process-supervision method based on backward leave-one-turn attribution. For each search turn, LOTAPO replaces the turn and its retrieval observation with a fixed [DELETE] placeholder and measures the resulting change in the current policy's mean log-likelihood of the gold answer. This Answer-Likelihood Gain estimates the turn's contribution while preserving all downstream interactions, allowing early evidence to be evaluated in the complete reasoning context. LOTAPO further applies sign-consistency gating, retaining only normalized process advantages whose directions agree with their raw attribution scores. The method requires no additional reward model, teacher, verifier, or LLM-as-a-Judge. Across seven knowledge-intensive question-answering datasets with local retrieval, LOTAPO achieves an average exact-match score of 0.326, outperforming the strongest step-reward baseline, IGPO, by 0.053. Ablations show complementary benefits from backward attribution and sign-consistency gating, demonstrating that policy-derived retrospective attribution can provide effective process supervision for multi-turn search agents.
Large language models can synthesize a game's rules as executable code - a Code World Model (CWM) - which a classical planner then searches over. Such models are typically accepted when they reach high transition accuracy on sampled trajectories. We argue this is the wrong notion of adequacy for planning. We show four things. (1) An LLM-synthesized CWM can pass a sampling gate at 100% transition accuracy and be $\geq 98\%$ state-accurate on the planner's own search distribution, yet lose systematically at play, because the $<1\%$ it gets wrong is exactly the pivotal dynamics; the play cost of the omitted rule is $0.091$ (seed-clustered 95% CI $[0.065,0.117]$, $n=4800$). We call this the verified-vs-correct gap, and confirm it end-to-end through the synthesis pipeline. (2) The harm follows a quantitative law, $\mathrm{danger}=\mathrm{play\_cost}\times(1-\mathrm{rarity})^N$, whose $(1-\mathrm{rarity})^N$ gate-miss factor is proven exact and whose play cost is empirically bounded. (3) The failure is not repaired by more data: LLM synthesis behaves as rule translation, not rule inference, and did not infer the omitted rule across models (GPT-5.x) and data regimes (including DAgger and targeted examples). (4) The same mechanism recurs on the belief-inference function of imperfect-information CWMs: we prove a coverage bound (a size-$N$ gate is identifying when $N\gtrsim b^{d_{\max}}$), explaining why shallow games such as Kuhn poker show no gap, and hand-construct Beacon, a verified-but-wrong inference function that passes the gate yet loses every game. These results suggest adequacy for planning-oriented world models should be measured on the search distribution or by play directly, not by prediction accuracy on sampled transitions.
As Large Language Models (LLMs) evolve into autonomous agents, the need for unified evaluation infrastructure becomes critical. However, current evaluation pipelines remain highly fragmented and tightly coupled, hindering reproducibility and causing redundant engineering. To address this, we introduce AgentCompass, an open-source, lightweight, and extensible infrastructure for evaluating LLM-based agents. AgentCompass organizes the evaluation process around three independent components, namely Benchmark, Harness, and Environment, thereby enabling flexible configurations without requiring the reimplementation of complex execution logic. Furthermore, it features a fault-tolerant asynchronous runtime and comprehensive trajectory analysis tools to transparently diagnose nuanced failure modes like reward-hacking. Natively supporting over 20 benchmarks across five capability dimensions, AgentCompass provides the community with a scalable and reproducible infrastructure for advancing agent research.
Recent advances in Large Language Models have fueled autonomous AI agents capable of tackling complex scientific tasks, yet existing automated research systems remain predominantly focused on empirically driven domains with quantitative benchmarks, leaving theory-driven discovery, particularly in mathematically grounded disciplines requiring rigorous proofs and synthesis of domain knowledge, largely underexplored. Key challenges include the difficulty of verifying theoretical reasoning at scale, insufficient reasoning ability for autonomous frontier exploration, and a scarcity of procedural heuristics in the literature. We introduce ReasFlow, an end-to-end autonomous agent system for reasoning-centric scientific discovery that operationalizes a collaborative paradigm where the human expert acts as Principal Investigator while the agent executes rigorous derivations as a capable graduate student. ReasFlow incorporates (i) a robust internal verification loop that audits logical coherence and corrects fundamental errors prior to human inspection, and (ii) an automated knowledge retrieval and self-improvement mechanism that proactively surfaces both declarative facts and overlooked procedural heuristics, substantially reducing expert intervention. The system unifies literature synthesis, algorithm design, theorem proving, experimentation, and manuscript preparation in a single system. Deployed to autonomously generate five complete research papers with rigorous theoretical and empirical content from minimal prompts, ReasFlow consistently achieves the highest evaluation scores among state-of-the-art open-access baselines under a curated LLM-based review rubric. ReasFlow is publicly accessible via the ReasLab platform, providing a collaborative workspace for AI-assisted theoretical research. Github repo: https://github.com/ReasLab/ReasFlow.git.
Composite score across coding, math, and reasoning
| # | Model | Score | tok/s | $/1M |
|---|---|---|---|---|
| 1 | GPT-5.4 | 57.2 | 82 | $5.63 |
| 2 | Gemini 3.1 Pro Preview | 57.2 | 142 | $4.50 |
| 3 | GPT-5.3 Codex | 54 | 81 | $4.81 |
| 4 | Claude Opus 4.6 | 53 | 54 | $10.00 |
| 5 | Claude Sonnet 4.6 | 51.7 | 66 | $6.00 |
Agentic coding on real-world software engineering tasks
| # | Model | Score |
|---|---|---|
| 1 | Claude Opus 4.6 | 65.3% |
| 2 | gpt-5.2-2025-12-11-medium | 64.4% |
| 3 | GLM-5 | 62.8% |
| 4 | gpt-5.4-2026-03-05-medium | 62.8% |
| 5 | Gemini 3.1 Pro Preview | 62.3% |
GitNexus: The Zero-Server Code Intelligence Engine - GitNexus is a client-side knowledge graph creator that runs entirely in your browser. Drop in a GitHub repo or ZIP file, and get an interactive knowledge graph wit a built in Graph RAG Agent. Perfect for code exploration
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