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Ver preçosMark Wahlberg joins Bruce K. Lee at Disrupt to discuss investing, entrepreneurship, healthcare, wellness, and building businesses.
The funding, which comes from Third Point, Nvidia and others, will fuel the company's massive AI data center buildout.
When AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? Now it’s turned into model…
Reasoning models often generate very long reasoning traces, making inference computationally expensive. Existing approaches typically improve efficiency either through inference-time early-stopping mechanisms or by explicitly encouraging shorter reasoning during training, for example through reinforcement learning with length penalties. We show that substantial efficiency gains can instead emerge from a different kind of supervision: confidence. Using a self-supervised procedure, we fine-tune reasoning models to predict their confidence in the answer at intermediate points along their own reasoning trajectories using only 600 training problems. Confidence is used only as a training target: the loss contains no objective for reasoning length, efficiency, or stopping. At inference, the fine-tuned models use the standard generation procedure, with no confidence elicitation or early-stopping mechanism. Despite this, self-supervised confidence fine-tuning makes reasoning more efficient, reducing generated tokens by up to 25\% at matched accuracy across Gemma, Qwen, Nemotron, and GPT-OSS models on mathematical, scientific, and coding reasoning benchmarks, with efficiency gains comparable to methods that explicitly optimize for shorter reasoning. Analysis of reasoning episodes further shows that confidence supervision largely preserves the base models' high-level reasoning composition rather than selectively suppressing particular behaviors. Our results suggest that efficient reasoning may emerge as a downstream consequence of learning metacognitive signals, without being directly optimized.
We give a gap-free differentially private algorithm for the principal component analysis (PCA) problem with Gaussian data.
Recent literature has shown a strong connection between optimization and sampling. We develop the corresponding first-order theory for diffusion models. First, the SDE-based reverse-time flows of overdamped and underdamped Langevin diffusions contract relative Fisher divergences at explicit exponential rates whenever the stationary potential of the forward process is strongly convex---a condition on the noising process one chooses, not on the data. This is a unique advantage of SDE-based reverse diffusion, absent in the reverse process based on ODEs. Second, we incorporate discretization and establish averaged first-order stationarity bounds---the sampling analog of averaged gradient-norm guarantees in nonconvex optimization---for samplers of both overdamped and underdamped diffusion models. As in nonconvex optimization, the convexity-free certificate is local: it guarantees score consistency, not global mode weights.
Generative AI systems are increasingly used, but aligning their outputs with user requirements poses a continuing challenge. Here, we aim to ensure that the distribution of an attribute of an AI-generated output aligns with a user-specified target. This is motivated by examples such as fairness, where we want to ensure that a protected attribute (e.g., gender, race, or age categories) follows a desired distribution, and synthetic data generation, where we want the generated data to be representative of a target distribution. We study the practically important black-box access setting, where a user can repeatedly query a generative AI model. The goal is to return m1 outputs whose joint attribute distribution is as close as possible to this target. For both exact and approximate alignment, we develop algorithms that minimize the expected number of queries to the generator, and we further demonstrate their optimality as the number of requested outputs m . Experiments on text-to-image generation and geocoded persona generation tasks show that our post-processing algorithms improve statistical attribute alignment, complementing prompting-based interventions.
Large language models (LLMs) implicitly infer attributes of their users and adapt their behavior accordingly, yet these beliefs remain difficult to inspect and causally manipulate. We introduce Belief Self-Distillation (BSD), a unified read-write framework that bridges linear and causal probing by learning a compact user representation that can be both decoded and written back into the model. The frozen LLM acts as its own teacher, distilling beliefs from natural conversations without external annotations. Unlike conventional probing, BSD isolates not only information present in activations, but a state whose causal role can be directly tested. Across multiple model families, BSD faithfully recovers user beliefs and enables substantially stronger interventions than matched hidden-state steering. Crucially, we find that refusal depends not only on the request, but on the model's inferred user intent: changing this belief alters refusal while holding the request fixed. We further uncover a striking cross-model regularity: independently trained LLMs converge on a shared geometry for representing their users. Together, these results reveal implicit user models as readable and causally writable internal states with direct implications for AI safety, shaping how models condition safety decisions on whom they believe they are interacting with.
Low-rank adapters (LoRA) make it cheap to fine-tune a large language model once per task, but combining several independently trained adapters into one model remains difficult: merging the updates in weight space causes interference, retraining on all task data is expensive, and routing between separate adapters gives up the goal of a single combined model. We trace the difficulty to two choices that every composition method makes implicitly. A LoRA update admits infinitely many equivalent factorizations; the choice among them is invisible while an adapter serves alone, but it determines what a learned interaction between adapters can see. A coupling between an old skill and a new one can likewise point in either direction, and the direction decides whether the old skills keep computing what they computed before. We introduce READ (Read-only Expansion of Adapter Deltas), which fixes both choices: each adapter is rewritten into a balanced canonical form that preserves its update exactly, and the coupling grows in one direction only, so a new skill can read the input subspaces of old skills but cannot write into their output subspaces. The only trainable object at each append is the new skill's row of the coupling matrix, and the composed update folds into the base weights with no inference cost, routing, or task-specific rules. We evaluate READ across four benchmark suites and two model families, adding skills one at a time. Across several families, READ improves every suite average over the strongest published baselines built from the same adapters---by more than twenty points on SuperGLUE and more than seven points on the domain suite---and nearly all complete addition sequences end above every direct baseline. Factor coordinates and coupling direction, which a lone adapter never exposes, are what decide whether composed skills survive.
Direct feedback alignment (DFA) trains hidden layers through fixed random projections of output error. With tanh hidden units and independent sigmoid outputs, plain stochastic gradient descent can stall near the loss of a constant predictor of class frequencies. We trace this stall to the error's common mode, the component shared across inputs. An exact mean-covariance decomposition separates a rank-one update formed by the mean teaching signal and mean presynaptic activity. Its leading component drives tanh units toward saturation. At initialization, random feedback provides no systematic correction of the shared error on average; readout learning limits its duration. A reduced model initialized from the network, without fitted parameters, predicts the concentration of activation sensitivity across 48 settings. On MNIST, class decodability largely survives collapse, but readout learning remains slow at a fixed learning rate. Adam learns faster despite deeper collapse. Calibrating the baseline readout to the class prior suppresses collapse and speeds learning; weaker feedback trades less collapse for slower learning. Replacing errors by their signs sustains collapse; subtracting the signal's batch mean prevents sustained collapse and improves learning in the tested setting. Related effects occur in deeper and convolutional networks and on CIFAR-10, with severity and cost depending on the readout, optimizer and input statistics.
We investigate whether natural-language documentation helps coding agents resolve software issues, and we build the tools to construct and evaluate it. We introduce a roundtrip benchmark that scores code descriptions by whether code regenerated from them passes the original tests, and show that completeness, not length, drives a description's fidelity. Using the benchmark as an optimization signal, we discover a description-writing prompt that reaches full fidelity and generalizes to unseen files. We then test the hypothesis that motivated the work: that better documentation helps an agent resolve real repository issues. Across two model families and ten repositories, and against a positive control confirming that our evaluation can detect a genuine improvement, we find that it does not. When the source is present, neither static compact documentation nor retrieved context beats the issue alone. We report this negative result together with the benchmark and the optimizer, and we characterize the boundary at which documentation helps.
Decision Transformer performance degrades on long rollouts because the conditioning context drifts out of the training distribution. We show that this drift is visible through the model's own next state prediction error, which rises during rollout and stays elevated, giving a direct signal of when context has become unreliable. We introduce Trust Guided Decision Transformer (TGDT), which selects context before applying value guidance. At each step, TGDT evaluates several recent context suffixes using rolling next state prediction error, calibrated against held out offline data via split conformal prediction. It keeps only suffixes whose error stays within the calibrated threshold, then uses a frozen critic to choose the highest value action among the trusted suffixes. This reverses the order used by value only elastic selection, where the critic may choose an action generated from a context the model itself has flagged as unreliable. Experiments on D4RL navigation and locomotion tasks show that state prediction, critic guidance, and hard context reset each solve only part of the problem. TGDT reduces persistent high error runs and improves return over vanilla Decision Transformer, reset based context control, and value only context selection.
Many LLM training and inference methods, including RL and test-time scaling, depend on repeated sampling, but benefit only when the responses meaningfully differ. Self-training faces the same challenge: training data is typically constructed by sampling IID responses and filtering primarily for correctness, thereby overrepresenting strategies a model already favours. We investigate strategic diversity, or substantive variation among approaches to a problem, as an alternative principle for constructing self-training data. We generate strategically diverse data with two sampling methods: GROOT, a new method which constructs a hierarchical tree of approaches and samples distinct paths, and Verbalized Sampling (VS), adapted to produce an unstructured set of approaches. Across competitive programming and Next-Chapter Prediction domains, models trained on strategically sampled data outperform IID-trained counterparts on difficult tasks and provide strong initializations for RL and test-time scaling. Most strikingly, self-training on strategically diverse but incorrect traces from Qwen3-4B outperforms IID distillation from a 235B teacher. These results challenge prevailing assumptions about what makes useful self-training data and show that diversity of approaches can matter more than correctness or teacher scale.
