The frontier AI labs have stopped competing on model capability alone. The real race is for control over the operating layer where intelligence gets deployed, governed, and monetized. OpenAI is shipping agentic coding tools that control your desktop. Anthropic is expanding to London while negotiating Pentagon access. Google is embedding AI directly into Chrome and Photos. Whether Claude Opus 4.7 outscores a leaked competitor matters less than who owns the infrastructure where these models actually run.
Venture capital is treating AI infrastructure as the new platform layer. Factory commanded a $1.5 billion valuation after three years. Upscale AI raised $2 billion just seven months after launch. Physical Intelligence's π0.7 robot brain attracted major funding. But concentration is accelerating. First-quarter venture funding flowed overwhelmingly to large, well-funded U.S. companies even as global deal count fell. Data center delays now threaten Microsoft and OpenAI projects. Meta raised Quest headset prices by $50 to $100 citing RAM shortages. When infrastructure becomes the bottleneck, whoever controls it owns the next decade of software. AWS is tightening its relationship with Anthropic by launching Claude Opus 4.7 through Bedrock's new inference engine, positioning Amazon's infrastructure as the default deployment layer for Claude users. IBM and NVIDIA are pursuing quantum-adjacent positioning to establish themselves as infrastructure for the quantum transition. The pattern across the stack is consolidation around inference engines, API grant programs, and vertical models that embed switching costs into workflows.
The real tension surfaces in how these labs are positioning themselves against traditional software. Anthropic's Chief Product Officer left Figma's board to build competing design tools. Runway's CEO is betting AI can make fifty films instead of one blockbuster. Canva's AI assistant calls external tools. Enterprise customers are beginning to see AI not as a feature but as a replacement for entire categories of software. The margin isn't in the model, it's in the operational layer that makes models reliable enough to replace humans at scale. InsightFinder raised $15 million to diagnose where AI agents fail. Antioch built robotics simulation platforms for the same purpose. Google blocked 8.3 billion ads while suspending fewer advertisers, demonstrating how platform power compounds when you control both the model and the distribution channel.
Developers are already building for this future. GitHub's trending repositories reveal two waves of investment. One is infrastructure for AI agents: memory systems like claude-mem and knowledge engines like cognee built as separate, composable pieces rather than baked into monolithic platforms. The second is self-evolution. GenericAgent achieves full system control from a 3.3K-line seed with 6x lower token consumption than baseline approaches. EvoMap's Evolver and EvoScientist use Gene Expression Programming to let agents modify themselves. These implementations may not be production-ready yet, but they point toward a real problem: manually updating agent prompts and skills doesn't scale. Meanwhile, benchmark convergence at the frontier suggests the capability differentiation game is narrowing. Claude Opus 4.6 moved from fourth to first on SWE-rebench, climbing 12.3 points to 65.3 percent. The gap between first and second place narrowed to 0.9 points, with the top six models clustering between 62.3 and 65.3 percent. The field is consolidating not around who builds the smartest model, but around who builds the infrastructure that makes those models deployable, governable, and hard to leave.
Grant Calloway
Longitudinal cohort studies produce repeated data that enable the assessment of time-varying association patterns between exposures and health outcomes. Classical linear mixed-effects models (LMMs) can accommodate a large variety of association patterns while accounting for the irregularly spaced, partially observed measurement. But they require the analyst to pre-specify the functional form linking the exposure history to the outcome. We propose the Neural ODE-LMM, which embeds a Neural Ordinary Differential Equation (Neural ODE) within the linear mixed-effects framework: a learned vector field encodes covariate trajectories into a continuous-time latent state that drives both the fixed- and random-effect design, while preserving the standard LMM observation model. This retains classical likelihood-based inference while learning complex, potentially cumulative, covariate effects flexibly. All parameters are estimated by maximising a penalised marginal likelihood. To quantify covariate effects, we introduce contrasts of counterfactual predictions that compare the expected outcome under alternative covariate trajectories with variance estimated via the delta method. In simulations, the model recovers both instantaneous and cumulative-burden effects without prior specification of the functional form. Applied to the Trois-Cités (3C) cohort, a population-based study of 7{,}324 participants, the method reveals trajectory-dependent associations of BMI and fasting glucose with cognitive decline.
Missing data, measurement error, and population heterogeneity are pervasive challenges in analyzing data arising from modern observational studies and machine learning applications. Although these problems frequently coexist and interact, they are often treated separately in existing works. We propose a unified probabilistic framework that jointly addresses these issues utilizing deep latent variable representation. The proposed method integrates a novel hierarchical tree-routed variational autoencoder with pattern-aware latent representations and calibration-based denoising. The framework accommodates missing data mechanisms, including MCAR, MAR, and MNAR, while simultaneously learning subgroup-specific and globally shared latent structure. The introduced reconvergent routing mechanism enables selective parameters to be shared across related subpopulations, which offers flexibility as well as improved statistical efficiency. Simulation studies demonstrate substantial improvements over existing deep generative imputation approaches under complex heterogeneous missingness and measurement-error settings. The proposed framework provides a principled approach for learning from noisy and incomplete data in modern healthcare and other high-dimensional applications.
Token prediction is a central pre-training objective for modern language models. Despite its empirical success, why token prediction learns broadly useful representations remains incompletely understood. We develop a statistical framework connecting token prediction with representation geometry, encoder approximation, and downstream performance. Under a softmax prediction head, we show that accurate token prediction organizes token embeddings according to similarities between the distributions of contexts in which different token types appear, as measured by Hellinger distance, with explicit errors governed by prediction accuracy and token frequency. Meanwhile, the contextual representation provides a low-dimensional coordinate for the conditional distribution of the target token relative to these embeddings. We further introduce a self-consistency principle showing that repeated applications of a shared representation block can progressively refine the contextual representation without introducing additional block parameters. Among representations with the same prediction accuracy, this recurrent construction favors those that can be stably reconstructed from their contexts. Finally, we establish downstream guarantees for token generation, token community recovery, and classification by a linear probe, showing how prediction accuracy and recovered geometry translate into performance beyond the pre-training objective. Together, these results explain how the simple objective of predicting tokens can recover semantic geometry and produce broadly useful representations. A controlled simulation illustrates the theoretical mechanisms.
We propose a new design of fair classifiers for multi-class classification problems in the presence of vector-valued sensitive attributes. In that scenario each sensitive attribute has multiple values and forms several groups relevant to the fairness consideration. Naturally those groups are overlapping and one should also analyze the interaction of factors. Additionally, the decision makers aided by the classification should not violate individual rights at the expense of satisfying fairness metrics at the group level. We propose an approach using the theory and methods of coherent measures of risk aiming at resolving the fairness challenges. Further, we propose a specialized numerical method for solving the resulting optimization problem. The method scales well with the increase of the number of observations. Additionally, we note that the obtained classifier is robust with respect to corrupted data or to situation when data is scarce. We demonstrate the advantages of the proposed framework in comparison to the support-vector machine framework and other methods handling fairness.
We estimate the conditional population-risk curve of a realized smooth nonconvex gradient flow from the training sample. Flow approximate leave-one-out (Flow-ALO) propagates a deletion response and evaluates omitted observations at approximate deleted paths. The risk-curve error decomposes into response approximation, exact-LOO fluctuation, and deletion-to-full risk transfer. On each fixed finite horizon, bounded centered training-loss gradients, a one-sided Hessian lower bound, locally Lipschitz Hessians, and a strict tube-closure condition yield an explicit $(n-1)^{-2}$ bound for the deletion-response error. Bounded evaluation-loss gradients transfer the deletion-response bound to the score without requiring the Hessian to be invertible. Direct first-order jackknife cancellation and exact-LOO concentration control deletion-to-full risk transfer and fluctuation, respectively, completing recovery of the conditional population-risk curve. For bounded smooth two-layer mean-field networks training both layers, the score-error bound is uniform in width.
Informative label missingness can change the usual efficiency ordering between completely and partially labelled classifiers because the pattern of missing labels may itself carry information about the classification model. We develop a general likelihood-based theory for this phenomenon in parametric multiclass classification. An efficient-information decomposition separates information lost through unavailable class memberships from information contributed by the missing-label mechanism. We then derive a quadratic expansion of plug-in excess risk over the active pairwise faces of the multiclass Bayes boundary, showing that classification efficiency depends on how information gains and losses align with directions that perturb the decision boundary. This yields a classification-weighted generalized-eigenvalue criterion under which informative partial classification may have smaller asymptotic classification risk without globally dominating complete classification in Fisher information. Near missing completely at random, with the marginal missing-label proportion fixed, redistribution of missing labels changes lost class-label information at first order, whereas efficient information from the missingness pattern appears only at second order. Three-class quadratic discriminant calculations, finite-sample experiments, and a semi-synthetic multiclass application illustrate the resulting regime-dependent behaviour.
Composite score across coding, math, and reasoning
| # | Model | Score | tok/s | $/1M |
|---|---|---|---|---|
| 1 | Gemini 3.1 Pro Preview | 57.2 | 123 | $4.50 |
| 2 | GPT-5.4 | 56.8 | 81 | $5.63 |
| 3 | GPT-5.3 Codex | 53.6 | 70 | $4.81 |
| 4 | Claude Opus 4.6 | 53 | 44 | $10.00 |
| 5 | Muse Spark | 52.1 | 0 | $0.00 |
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 | GLM-5.1 | 62.7% |
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