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Reinforcement learning (RL) with verifiable rewards constructs trajectory-level advantage estimates, yet it often fails to credit the few pivotal decisions that determine outcomes in long-horizon, multi-turn agentic tasks. Recent work introduces privileged self-distillation for credit assignment, providing denser supervision, but it remains unclear how such local signals should represent sequential credit. We propose AgentOPSD, a critic-free, recursive method for turn-level credit assignment in agentic reinforcement learning. AgentOPSD aggregates token-level teacher-student log-probability gaps into turn-level evidence and recursively updates a Bayesian belief state in log-odds space. This yields a principled reweighting scheme that converts sparse outcome supervision into turn-level credit signals and identifies pivotal turns through the marginal belief revision between consecutive states. The method is fully compatible with standard policy optimization and requires neither an additional critic nor extra rollouts. We evaluate AgentOPSD on ALFWorld, WebShop, and Search-QA using Qwen2.5 models at two scales (3B and 7B). AgentOPSD outperforms GRPO and strong self-distillation baselines, achieving 89.1% success on ALFWorld with Qwen2.5-7B. Ablation studies attribute the gains to turn-level aggregation and history-dependent recursive belief updates.

Computer-using agents (CUAs) are advancing rapidly across the digital world. A CUA trajectory records the agent's actions, states, and reasoning. Verifying whether it fulfilled the task instruction is central to CUA evaluation, data curation, and reinforcement learning. Neither human-written verifiers nor human annotators can provide such verification at scale, so the field increasingly turns to vision-language models (VLMs) as judges of CUA trajectories. But a fundamental question has long gone unexamined: are these VLM judges reliable enough? To study it systematically, we introduce OSReward, a realistic, high-quality benchmark that evaluates VLM judges on CUA trajectories. The trajectories come from diverse agent backbones executing human-verified instructions across platforms, then rigorously labeled with ground-truth verdicts through multi-stage human annotation. Building on it, we derive OSReward-Hard, a challenge set concentrating genuinely hard cases, and OSReward-Multi for fine-grained efficiency and alignment scoring. The most comprehensive evaluation of VLM judges to date finds even state-of-the-art models fall short of an ideal judge, sharing a systematic leniency bias that mislabels failed runs as successes. The few reliable enough to trust are too expensive to run at scale, while affordable open models trail far behind. To close this gap, we construct and release OS-Shepherd-100K, an open corpus of reasoning-annotated trajectory judgments for the CUA community. On it, we train OS-Shepherd (9B and 35B), open reward models that supply low-cost, stable, and reliable reward signals, matching commercial judges at 30-60% lower cost than the frontier. Extensive analyses further inform the design of reliable CUA reward at scale. Our code, benchmark, dataset, and model checkpoints are available at https://os-copilot.github.io/OSReward-Home/.

Short segments of perceived speech can be retrieved from non-invasive magnetoencephalographic (MEG) recordings by deep networks trained with a CLIP-style objective against wav2vec 2.0 audio embeddings. Yet their weights do not map onto electrophysiological quantities, and it remains unclear which speech properties drive retrieval. We build on a high-performing MEG-to-audio retrieval architecture but redesign both its front end and decoder. Its spatial attention operates on a flattened sensor layout; we replace it with spherical harmonics defined on the three-dimensional MEG helmet geometry. We reduce the subject-specific representation from 270 to 25 branches, add a temporal filter to each branch to match it to a neuronal source in space and time, and make the convolutional decoder shallower. Ocular and cardiac components are removed before training to reduce the risk of stimulus-locked shortcuts. On MEG-MASC, the model reaches 39.75 +/- 0.34% Top-1 accuracy among 1005 candidates across six trained solutions, with about 20 times fewer decoder parameters. Its weights map to source space, recovering generators consistent with the speech-perception network, while left-lateralized branches carry higher-frequency rhythmic components not evident on the right. Paired MEG occlusion shows that 15 of 19 stimulus features contribute, with the largest effects for silence, sound intensity, vowels, and acoustic onsets. Random word lists behave oppositely: substituting narrative MEG into them improves retrieval, indicating that activity without narrative structure carries less recoverable information than activity during coherent speech. The wav2vec target can be reduced to about twelve learned feature dimensions without loss of accuracy, whereas strong temporal compression causes a clear loss. Together, source mapping and input interventions reveal what drives retrieval.

Spatial intelligence is fundamental to embodied agents, yet existing benchmarks focus on local spatial perception from single or few viewpoints, overlooking global spatial awareness over continuous, long-horizon visual streams. To address this limitation, we introduce the Global-Spatial-Temporal Benchmark (GST-Bench), a VQA benchmark for global spatial intelligence in video understanding, comprising human-verified questions derived from 6,790 minutes of synthetically generated video. It requires models to perform accurate spatial inference from novel viewpoints unseen in the input video and to map egocentric observations onto global top-down images. A comprehensive evaluation of 22 state-of-the-art VLMs exposes a striking gap between models and humans: the strongest zero-shot model attains only 42.68, far below the human score of 79.08. To probe the cause of this gap, we construct GST-Bench-Local and find that models, despite strong local spatial understanding under the same task formulation, still fail to consolidate long-horizon observations into a globally consistent scene representation. We further provide GST-Train, a dataset for global spatial reasoning, as a complementary resource to facilitate future research on this challenge.

Training large language model agents for long-horizon tool use typically relies on interactions with real or synthesized executable environments, whose construction and verification are costly, or on external simulators that are difficult to ground. We introduce EnvACE, an agentic reinforcement learning method that replaces external environment interaction during training with world rehearsal. The policy alternates between acting and rehearsal: it first generates a tool call, then plays the role of the environment to produce the response induced by that action, and conditions subsequent decisions on the rehearsed response. Both roles are jointly optimized end-to-end using task-success rewards. Through world rehearsal, the policy internalizes the relationship between actions and their environment responses in its parameters, yielding an agent world model that directly supports decision making. Across BFCL-v4, tau^2-Bench, VitaBench, and FinMCP-Bench, EnvACE achieves strong and transferable performance, outperforming environment-scaling baselines in the overall evaluation. Controlled studies further show that world rehearsal consistently improves policy learning across model scales. At test time, the internalized world model enables private rehearsal before committed execution, yielding further gains under a moderate rehearsal budget without additional external interaction. Our findings establish world rehearsal as a new path toward scaling LLM agent training beyond the constraints of external environments. Our code is publicly available at https://github.com/Within-yao/EnvACE.

Unified multimodal retrieval aims to identify candidates that satisfy complex user intent expressed through heterogeneous inputs. Although Large Vision-Language Model (LVLM)-based retrievers are efficient and scalable, directly encoding raw multimodal inputs often misses fine-grained discriminative cues, leading to confusion among semantically similar candidates. Recent methods mitigate this limitation by generating Chain-of-Thought (CoT) rationales to enrich the query representation. However, such reasoning is typically derived from the query alone: it explains what the query describes, but not what the retriever misunderstands. We argue that effective retrieval reasoning should instead be conditioned on retrieval feedback. Based on this insight, we introduce UniME-R1, an embedder-adviser framework that learns to reason over initially retrieved candidates and generate Retrieval-Centric Chain-of-Thought (RC-CoT). The adviser analyzes candidates individually to identify the discriminative cues confused by the embedder. If the target appears in the initial top-k set, UniME-R1 directly reranks the candidates; otherwise, it generates RC-CoT to refine the retrieval direction and performs full-corpus re-retrieval with a dual-mode embedder. To train the framework, we mine hard negatives to simulate realistic retrieval failures, jointly optimize direct retrieval and RC-CoT-augmented retrieval, and align the adviser with retrieval outcomes through supervised learning and retrieval-oriented reinforcement learning. Extensive experiments on MMEB-V2 and a diverse set of general multimodal retrieval benchmarks demonstrate that UniME-R1 consistently improves retrieval performance over strong baselines.

Economic World Models (EWMs) are generative economic models that simulate how economies evolve from within by modeling heterogeneous agents, their beliefs and actions, and the market and institutional mechanisms through which their interactions produce aggregate outcomes. This paper develops an implementation roadmap for building economic world models as generative engines in which heterogeneous agents act, interact, adapt, and co-evolve with markets and institutions, thereby producing economic dynamics from the inside. We organize EWM systems into a six-level capability ladder, from fixed rule-based agent worlds to adaptive and LLM-based agent worlds, self-evolving agents, evolving institutional worlds, and sim-to-real economic twins aligned with real observations. A systematic literature survey across these levels reveals that existing work remains concentrated in lower-level agent and simulation environments, while systems with self-evolving agents, endogenous institutions, persistent empirical alignment, and validated economic mechanisms remain rare. By translating the EWM agenda into an implementation blueprint, this paper aims to accelerate the development of the next generation of economic simulation environments that can serve as high-fidelity sandboxes for human decision-makers and as training, planning, evaluation, and safety substrates for AI agents. We release a curated paper list and related resources to support future research.

Multimodal large language models excel at passive perception but struggle with complex visual cognitive tasks requiring multi-step temporal reasoning. This degradation largely stems from the inherent ambiguity of language-based reasoning, which often fails to accurately articulate continuous visual transformations. To address this, we propose ChronoVision, a multimodal framework designed to align visual logic with latent imagery. During supervised fine-tuning, a Reconstructive Visual Head predicts the latent representation of the final transformed state, while an ROI Attention Locating module focuses the model on key visual evidence via semantic span queries. In post-training, we apply reinforcement learning with an implicit process grounding mechanism, guided by a composite reward function that evaluates outcome correctness, latent process alignment, and unsupervised visual focus. Furthermore, we introduce Vbvr-VQA, a novel dataset that evaluates temporal tracking by reformulating video reasoning into a strict image-ordering task. Experiments demonstrate that ChronoVision achieves state-of-the-art performance on Vbvr-VQA with 74.8% in-domain and 71.6% out-of-domain accuracy, alongside a strong 55.0% accuracy on IntPhys2, a highly challenging cross-domain benchmark.

On-Policy Distillation (OPD) is emerging as a promising alternative to reinforcement learning for LLM post-training, yet its effectiveness in multilingual settings remains underexplored. We study OPD and its advanced variant, On-Policy Delta Distillation (OPD^2), for mathematical reasoning in English, Korean, and Japanese. OPD^2 improves OPD by using the probability gap between a post-trained teacher and its base model as the learning signal. Experiments with Qwen3 show that OPD^2 consistently outperforms the original OPD, with particularly strong improvements in Korean and Japanese, and generally narrows the English-Korean performance gap. We further find that English-only OPD can also increase performance for Korean and Japanese, but often shifts the responses toward English, highlighting the importance of multilingual data to preserving target-language responses.

Long-horizon search agents must make multiple sequential actions (steps) to search, retrieve, verify, and integrate evidence to reach a final answer. However, existing methods for training these agents typically treat all steps within a trajectory uniformly during both supervised fine-tuning (SFT) and reinforcement learning (RL), failing to distinguish useful actions from erroneous or redundant ones. In this paper, we propose Answer-Backtracked Credit Assignment (ABC), a fine-grained credit assignment framework for training long-horizon search agents by converting sparse trajectory-level outcomes into dense step-level supervision that rewards useful actions (even in failed trajectories) while suppressing erroneous or redundant actions. Specifically, given a potentially obscure query and its corresponding ground-truth answer, ABC first performs Answer-Backtracked Clue Recovery, which traces back from the answer to recover intermediate clues required to solve the question. It then applies Clue-Anchored Step Scoring to evaluate each search step against these clues, converting sparse binary outcome supervision into dense step-level rewards. Based on these rewards, we develop ABC-SFT, which reweights the loss of each turn, and ABC-GRPO, which uses the step-level scores as rewards in GRPO. Building on this framework, we train ABSeeker based on Qwen3.5-4B with only 8.5k examples. ABSeeker achieves 37.3% on BrowseComp and 39.1% on BrowseComp-ZH. With context management, the scores further improve to 55.3% and 52.9%, respectively, significantly outperforming same-scale (4B) agents and even matching the performance of larger ones (approximately 30B). These results demonstrate the effectiveness of answer-backtracked step-level credit assignment for training long-horizon search agents.

Text-to-image (T2I) models can produce visually compelling images, yet they remain limited on open-world tasks that require complex semantic understanding, multi-step reasoning, and the integration of external world knowledge. Existing efforts introduce agent capabilities into image generation, but they either prescribe a fixed workflow or place only a subset of the open-world image generation process under agent control. Consequently, reasoning, tool invocation, and image generation are not coordinated by a single policy. We propose ToolArtist, a fully agentic image generation model obtained by post-training a Unified Multimodal Model (UMM). ToolArtist dynamically orchestrates reasoning, external tool use, and native image generation within one unified policy. During Supervised Fine-Tuning (SFT), we equip a teacher agent with search tools alongside an image-generation tool. We then convert the collected trajectories into a UMM compatible format, where the image-generation tool is concealed while the resulting generated images are retained. During Reinforcement Learning (RL), we develop an agentic RL infrastructure for UMMs and introduce Reason-Act-Draw GRPO (RAD-GRPO), which uses complementary intent and quality rewards to jointly optimize the model. Experiments show that placing the entire open-world image-generation process under an agent policy consistently outperforms approaches with fixed pipelines or only partially agent-controlled components. We release the training data and the complete post-training infrastructure.

Agent self-evolution updates an agent's persistent state from prior experience and reuses it to solve related tasks more effectively. Evaluating self-evolution is difficult: existing benchmarks provide limited coverage of economically valuable task domains, do not always design training and test tasks such that test-time gains can be attributed to training experience, and remain vulnerable to data contamination. We present GDPevo, an evolution-native benchmark grounded in GDP-related enterprise workflows, together with the fully automated data pipeline that generates it. Its core mechanism, rule hybridization, decomposes each enterprise workflow into atomic business rules, distributes subsets of these rules across training tasks, and recombines them in held-out test tasks so that test-time gains are attributable. GDPevo spans CRM, ERP, finance, healthcare, legal, and data-centric workflows. Its V1 release contains 120 tasks in 12 groups, with five training and five held-out test tasks per group. Full automation enables the pipeline to expand the suite to 240 tasks in 24 groups (V2) within two days, providing a practical response to contamination. Using GDPevo, we evaluate four agents, each comprising a harness and a model, under four supervision types. Self-evolution consistently improves held-out accuracy by up to 16.44 percentage points. But the best evolved agents remain far below the fully informed oracle ceiling of 91.6%, indicating that the self-evolution ability of current agents remains far from fully realized. We publicly release the pipeline, benchmark, and full evaluation results at https://github.com/Prism-Shadow/GDPevo.

Bailey Lipschultz / Bloomberg : Sources: data center operator Switch filed confidentially for a US IPO, and a listing could take place as soon as November; Ben Horowitz is joining its board —  Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers …

Grace Kay / The Information : Sources: Cursor told staff on Thursday that SpaceX could complete its $60B acquisition as soon as next week and the Cursor brand name will likely be phased out —  Cursor told staff at an all-hands meeting on Thursday that SpaceX could complete its $60 billion acquisition of the coding startup …

The Information : Sources: legal AI startup Harvey is in talks to raise $500M+ at a $15.5B valuation, up from $11B in March, and is generating $350M+ in annualized revenue —  Legal AI startup Harvey is in talks to raise at least $500 million at a $15.5 billion valuation including the investment, a 40% premium to its last valuation five months ago.

The Information : Sources: Canva slashed revenue growth forecast as heavy use of new AI features drove up costs and slowed their rollout, while more Canva users turned to ChatGPT —  Executives at Canva, the design software app with more than 200 million users, had high hopes for a rollout of AI tools that marked …

Angela Palumbo / Barron's Online : Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours —  Choose Barron's as a preferred source of financial news  —  Key Points  —  Cloudflare stock was climbing Thursday night after the company reported better …

Mark Gurman / Bloomberg : Sources: OpenAI's new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality, likely costing $300+ —  A highly anticipated new device from OpenAI will have a unique look, complete with moving parts that help give it personality …

Jordan Novet / CNBC : Salesforce appoints Miguel Milano, its chief revenue officer, as COO; Chief Operating and Financial Officer Robin Washington will keep her title —  Salesforce has appointed an operating chief under CEO Marc Benioff, promoting Miguel Milano to the role.  —  Milano, a former Oracle executive …

Annie Palmer / CNBC : Etsy says it will cut ~220 employees, or ~12% of its workforce, mostly in product and engineering, and reports Q2 revenue up 6% YoY to $668.3M, vs. $649.1M est. —  Etsy said Wednesday it's laying off about 220 employees, or roughly 12% of its workforce, as the online marketplace looks …

Sam Sabin / Axios : The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July —  The U.K. AI Security Institute said it observed nearly 20 instances of Anthropic and OpenAI's most advanced models trying …

Maria Curi / Axios : Sources: the US' AI framework excludes open models and defines a covered frontier model as closed source with SOTA capabilities and national security risks —  The White House is excluding open models from its framework to test advanced AI capabilities, sources familiar with the matter told Axios.

Andrej Karpathy / @karpathy : LLMs are moving from generating artifacts to creating hyper-custom worlds on demand, but still lack the ability to natively perceive and audit what they create —  We're starting to leave the territory where you'd test an LLM by e.g. “create an svg of pelican on a bicycle”.

Mark Gurman / Bloomberg : Thoughts on Apple Upgrade; sources: MacBook Air is now facing shortages too; Apple wants to turn its future glasses and headsets into health and fitness devices —  Also: MacBook Air runs into major shortages.  —  Apple has finally delivered a hardware subscription program …

EcommerceBytes 是一家创办于 1999 年专注于电商相关新闻和评论的网站，由 Ina 和 David Steiner 夫妇创办。2019 年 4 月，Ina 发表文章说时任 eBay CEO Devin Wenig 的薪水 152 倍于普通员工。eBay 高管长期以来就对这个网站的文章很不满，首席传媒官 Steve Wymer 将这篇文章转发给了 CEO，附言要给点 Ina 颜色看。Wenig 在一个月后发短信同意了计划。Wymer 随后让安全部门主管 Jim Baugh 负责此事。eBay 的员工对 Steiner 夫妇展开了一系列的跟踪和骚扰行动，包括送活蟑螂、送花圈、一本关于如何走出丧偶阴影的书，以及血淋淋的猪面具。Steiner 夫妇于 2021 年提起了诉讼，双方刚刚达成了和解，eBay 将支付 5570 万美元的赔偿和慈善捐款。其中赔偿金为 4615 万美元，eBay 还将向多家慈善机构捐赠 600 万美元，前 CEO 将以 Ina Steiner 的名义向一家致力于保护宪法第一修正案权利的慈善机构捐赠 100 万美元。七名前 eBay 员工和合同工认罪和判刑，但两位前高管 Wymer 和 Wenig 没有受到刑事指控。