arXiv:2605. 20281v2 Announce Type: replace-cross Abstract: We develop a unified microeconomic and monetary theory of artificial intelligence inference costs and their pass-through to inflation, welfare, and optimal monetary policy.
arXiv:2608. 06340v1 Announce Type: cross Abstract: Vector autoregressive moving-average (VARMA) models have long been considered impractical beyond moderate dimensions: the likelihood is non-convex, the parametrization is identified only up to equivalence, and every evaluation costs a pass over the entire series.
Vector autoregressive moving-average (VARMA) models have long been considered impractical beyond moderate dimensions: the likelihood is non-convex, the parametrization is identified only up to equivalence, and every evaluation costs a pass over the entire series. Yet their moving-average term captures with a few parameters what a pure autoregression matches only with many lags.
arXiv:2607. 09956v1 Announce Type: new Abstract: Pricing food products to balance profitability with consumer welfare is a central challenge for retailers.
arXiv:2606. 09944v1 Announce Type: cross Abstract: GDP per capita is the default lens through which governibng bodies track the economic prosperity and consequences of economic events , yet it is blind to two first-order determinants of lived prosperity: income/wealth distribution and inflation impact.
arXiv:2605. 12764v3 Announce Type: replace-cross Abstract: This paper introduces a physics-informed generative framework that resolves the fundamental conflict between the statistical flexibility of deep learning and the rigorous theoretical constraints of fixed-income modeling.
arXiv:2605. 20279v2 Announce Type: replace-cross Abstract: Generative artificial intelligence is rapidly transforming the supply side of training data: an increasing share of new tokens, images, and structured records is produced by previous-generation models rather than by human originators.
arXiv:2608. 14665v1 Announce Type: new Abstract: The temperature that maximizes pass@$k$ is often low for a small sampling budget and higher for a large budget.
arXiv:2607. 12219v1 Announce Type: cross Abstract: We study linear regression when the regressor is latent and observed only through multiple noisy measurements, each a smooth but possibly nonlinear function of the latent variable.
arXiv:2607. 22313v1 Announce Type: cross Abstract: Estimating contemporaneous bidirectional interactions from observational data is difficult because each outcome is endogenous to the other, while flexible regressions may capture only reduced-form dependence.
arXiv:2608. 01217v1 Announce Type: cross Abstract: Local-stochastic volatility (LSV) combines vanilla marginals with richer smile dynamics, but calibration requires a slow, noisy and sequential McKean--Vlasov fixed point.
arXiv:2607. 13612v1 Announce Type: cross Abstract: Joint-Embedding Predictive Architectures (JEPAs) are the dominant design for latent world models, yet they are usually justified by empirical performance rather than a normative principle.
arXiv:2607. 07207v1 Announce Type: cross Abstract: We analyze how four forces restructure the AI industry over 2026-2030: the DRAM/HBM price surge, frontier-capable open-weight models (GLM-5.