The capital flowing into AI infrastructure is reshaping who wins and who pays, with the actual constraint on deployment proving to be silicon supply, not software innovation. South Korea's commitment to $1 trillion in memory chip production, paired with Samsung and SK Hynix's $550 billion investment in new fabs, signals a fundamental shift in where margin concentrates. Memory prices are climbing fast enough that Apple faces a genuine crisis, GoPro warns of existential risk, and smaller firms are being priced out of the market entirely. This is not a problem that more funding solves. It is a hardware bottleneck that transfers leverage to the companies that control fabrication capacity.
Simultaneously, value is consolidating at three distinct layers. Wix-owned Base44 is rolling out its own model to compete with frontier offerings. Cursor launched a mobile app for remote oversight of coding agents. OKX is building a payments and identity layer for AI agents to hire and pay each other. Arena, which runs a free leaderboard everyone uses, just crossed $100 million in valuation through commercial services launched only nine months ago. These are not attempts to build ChatGPT competitors. They are moves to own the application layer, the workflow layer, the infrastructure layer around AI work. The commodity has shifted from model weights to inference infrastructure, and NVIDIA appears in four separate announcements today as the accepted compute substrate, with competitive pressure moving downstream into software and use cases rather than upstream into chip design. The research papers reveal the same pattern at a methodological level: the field is moving away from end-to-end monolithic training toward compositional systems where specialized components learn distinct aspects of a problem, then coordinate through learned routing or explicit memory mechanisms.
The third signal cuts against the narrative of mass displacement. High-intensity AI adopters grew headcount by 10.2 percent, with entry-level hiring up 12 percent. Ford rehired 350 quality inspectors after AI systems failed to detect enough defects. Shopify's River agent ran through 5,938 employees in a teaching-workshop model. The pattern is not replacement but augmentation, and the winners are companies with enough scale and capital to absorb the cost of training workers to work alongside tools that break in unpredictable ways. This is not democratization. It is concentration. The companies that can afford to hire inspectors to catch what AI misses, or engineers to debug agent behavior in production, will pull further ahead of those that cannot. On GitHub, the same principle holds: infrastructure that removes friction gains traction because it reduces operational surface area, while agent frameworks gain energy by providing the scaffolding that developers kept writing themselves, suggesting that AI application development is moving from calling an API to composing a system.
Grant Calloway
Perception-based humanoid loco-manipulation requires connecting egocentric observations and task instructions to whole-body motion. Learning this mapping requires synchronized egocentric images, language commands, and robot-compatible kinematic trajectories, yet no existing data source provides this complete tuple at scale. We address this bottleneck by generating vision-language-kinematics (VLK) supervision synthetically in reconstructed scenes. Our pipeline leverages 3D Gaussian Splatting to reconstruct metric-scale indoor environments, synthesizes navigation and object-interaction trajectories using privileged scene information, and renders paired egocentric observations after the fact. We produce 48,000 paired trajectories with no human intervention and train a VLK policy that predicts short-horizon whole-body kinematic trajectories. A whole-body tracker converts these predictions into actions on the physical humanoid. We evaluate on the physical Unitree G1 performing navigation and single-object transport, demonstrating that synthesized interactions in reconstructed scenes provide effective supervision for sim-to-real perception-based humanoid loco-manipulation. Project Website: https://vision-language-kinematics.github.io/
Full-length song generation must preserve coherence and musicality, render detailed vocal and accompaniment acoustics, and follow lyrics and prompts. Existing language model-based systems face a structural trade-off: mixed-token modeling preserves vocal-instrument coordination but obscures track-specific details, whereas dual-track prediction improves acoustics but requires longer sequences and weakens global planning. We present LeVo 2, a hybrid LLM-Diffusion framework for controllable full-length song generation. LeVo 2 formulates this trade-off as hierarchical modeling: LeLM first predicts mixed tokens for semantic planning, then predicts vocal and accompaniment tokens in parallel for track-specific refinement, while a diffusion-based Music Codec reconstructs full-length waveforms. A central contribution of this extended version is an aesthetics-guided training schedule for alignment. During pre-training, an automated music aesthetic evaluation framework assigns musicality-tier conditions to large-scale data, providing musicality priors before preference alignment. Progressive post-training applies SFT, large-scale offline DPO, and closed-loop semi-online DPO to separately improve generation quality, controllability, and musicality. Modular extension then trains the Track-Specific LM for acoustic refinement while preserving the aligned semantic planner. This schedule separates musicality learning, controllability alignment, and acoustic refinement, mitigating optimization conflict and the limitations of static offline preference pairs. Expert listening tests and objective evaluations show that LeVo 2 outperforms open-source baselines across six subjective dimensions, and approaches leading commercial systems on several listening metrics. Ablations validate the effects of the training strategy, aesthetics guidance, scaling, and hierarchical architecture.
World models offer a principled way to equip long-horizon LLM agents with foresight: predictions of action consequences before execution. However, unreliable foresight can be ignored, misused, or even degrade downstream decision-making. In this paper, we introduce WorldEvolver, a self-evolving world model framework that revises its deployment-time context while keeping the downstream agent and all model parameters frozen. WorldEvolver integrates three modules: (i) Episodic Memory, which exploits real action transitions through retrieval-based simulation; (ii) Semantic Memory, which extracts persistent heuristic rules from prediction-observation mismatches; and (iii) Selective Foresight, which filters low-confidence predictions before integrating them into agent reasoning context. We evaluate WorldEvolver on ALFWorld and ScienceWorld, measuring world model prediction accuracy on Word2World and downstream agent success rate on AgentBoard. Extensive experiments show that WorldEvolver achieves the highest prediction accuracy across three backbones and leads other world model baselines on downstream agent success rate, demonstrating that test-time memory revision enhances both predictive fidelity and planning performance.
Modern large-scale LLM pretraining benefits from utilizing Pipeline Parallelism; however, synchronous implementations leave GPUs idle during pipeline bubbles, wasting computational resources. Asynchronous Pipeline Parallelism eliminates these bubbles, maximizing throughput at the cost of gradient staleness. Among asynchronous schedules, PipeDream-2BW is particularly appealing: unlike the original PipeDream schedule, it ensures a constant one-step gradient delay regardless of pipeline depth. However, its adoption remains limited due to the common belief that optimizing under staleness is fundamentally unstable. In this work, we challenge this assumption, demonstrating that degradation under one-step delay depends strongly on optimizer choice rather than being an intrinsic limitation. We provide the first comprehensive empirical analysis showing that while AdamW, the predominant optimizer at the time when PipeDream-2BW was introduced, indeed suffers from severe degradation, recent methods like Muon exhibit strong robustness under a one-step delay. We introduce an optimizer-agnostic Error Feedback-inspired correction to further mitigate delay effects. We provide supporting theoretical analysis demonstrating convergence for Muon with and without this correction. Extensive evaluation on models up to 10B parameters confirms that our strategies bridge the performance gap with synchronous training, highlighting the practical potential of asynchronous pipeline parallelism at scale.
Can the robot use a plate to cut a cake if no knife is available? Tool use greatly expands robot capabilities, but to use tools creatively beyond their intended functions, the robot faces the challenge of $\textit{open-world affordance grounding}$: select an open-category object to act as a tool and localize its specific region of action. To this end, we introduce GROW$^2$ (GROunding Which and Where), which leverages object parts as a natural abstraction to split the grounding process hierarchically into semantic and geometric levels, thus bypassing the need for data-heavy, end-to-end training. Semantically, GROW$^2$ harnesses the commonsense reasoning of Vision-Language Models (VLMs) to parse a natural-language task instruction, select a suitable object as the tool, and identify task-relevant parts on the tool and the target object. Geometrically, vision foundation models then ground the selected parts into precise 3D regions from a single RGB-D image. Experiments on established benchmarks show that GROW$^2$ outperforms state-of-the-art baselines on affordance prediction benchmarks. Further, it achieves zero-shot generalization over open-category objects and outperforms baselines in both simulated and real-world robot tool use experiments.
Conservative offline training is widely advocated as a safe foundation for subsequent online adaptation: if a policy stays close to well-supported behaviour, the argument goes, it is less likely to exploit imperfections in a learned reward model. We challenge this intuition empirically and mechanistically. We train a Qwen3-14B policy under Direct Preference Optimisation (DPO) with three levels of conservatism ($β\in \{β_{\mathrm{lo}}, β_{\mathrm{mid}}, β_{\mathrm{hi}}\}$ derived from empirical log-ratio percentiles), then adapt each checkpoint online against a learned reward ensemble (3\,$\times$\,Qwen3-1.7B) while measuring true performance on GSM8K exact-answer accuracy. We find that \emph{higher offline conservatism monotonically increases reward-hacking damage}, measured by the Goodhart gap and its area under the curve (AUGC), with Spearman $ρ= 1.0$ across all three conditions. Mechanistic analysis reveals a three-link causal chain: (i) high-$β$ DPO compresses policy entropy, (ii) Low-entropy policies generate responses with reduced diversity, concentrating in a narrow region of the reward model's training distribution (lower pairwise cosine distance), and (iii) despite this proximity, ensemble disagreement (epistemic uncertainty) increases with $β$ and is exploited faster during online optimisation. We further fit a power-law curve to the $(β, \augc)$ data and identify a practical optimal conservatism level $β^{\star}$ that balances alignment fidelity against hacking vulnerability. Our results suggest that the field needs \emph{calibrated}, not \emph{maximal}, conservatism.
Composite score across coding, math, and reasoning
| # | Model | Score | tok/s | $/1M |
|---|---|---|---|---|
| 1 | Claude Fable 5 | 59.9 | 0 | $20.00 |
| 2 | Claude Opus 4.8 | 55.7 | 59 | $10.00 |
| 3 | GPT-5.5 | 54.8 | 79 | $11.25 |
| 4 | Claude Opus 4.7 | 53.5 | 50 | $10.00 |
| 5 | GPT-5.4 | 51.4 | 174 | $5.63 |
Agentic coding on real-world software engineering tasks
| # | Model | Score |
|---|---|---|
| 1 | OpenAIgpt-5.5-2026-04-23-xhighModel | 62.7%± 0.91% |
| 2 | JunieJunieAgent | 61.6%± 0.64% |
| 3 | OpenAICodexAgent | 60.4%± 1.37% |
| 4 | AnthropicClaude CodeAgent | 59.6%± 1.98% |
| 5 | OpenAIgpt-5.5-2026-04-23-mediumModel | 58.9%± 0.78% |
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