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Abstract:We investigate the functional role of emergent outliers in large language models, specifically attention sinks (a few tokens that consistently receive large attention logits) and residual sinks (a few fixed dimensions with persistently large activations across most tokens). We hypothesize that these outliers, in conjunction with the corresponding normalizations (\textit{e.g.}, softmax attention and RMSNorm), effectively rescale other non-outlier components. We term this phenomenon \textit{outlier-driven rescaling} and validate this hypothesis across different model architectures and training token counts. This view unifies the origin and mitigation of both sink types. Our main conclusions and observations include: (1) Outliers function jointly with normalization: removing normalization eliminates the corresponding outliers but degrades training stability and performance; directly clipping outliers while retaining normalization leads to degradation, indicating that outlier-driven rescaling contributes to training stability. (2) Outliers serve more as rescale factors rather than contributors, as the final contributions of attention and residual sinks are significantly smaller than those of non-outliers. (3) Outliers can be absorbed into learnable parameters or mitigated via explicit gated rescaling, leading to improved training performance (average gain of 2 points) and enhanced quantization robustness (1.2 points degradation under W4A4 quantization).
Abstract:In industrial recommender systems, conversion rate (CVR) is widely used for traffic allocation, but it fails to fully reflect recommendation effectiveness because it ignores refund behavior. To better capture true user satisfaction and business value, net conversion rate (NetCVR), defined as the probability that a clicked item is purchased and not refunded, has been proposed.Unlike CVR, NetCVR prediction involves a more complex multi-stage cascaded delayed feedback process. The two cascaded delays from click to conversion and from conversion to refund have opposite effects, making traditional CVR modeling methods inapplicable. Moreover, the lack of open-source datasets and online continuous training schemes further hinders progress in this area.To address these challenges, we introduce CASCADE (Cascaded Sequences of Conversion and Delayed Refund), the first large-scale open dataset derived from the Taobao app for online continuous NetCVR prediction. Through an in-depth analysis of CASCADE, we identify three key insights: (1) NetCVR exhibits strong temporal dynamics, necessitating online continuous modeling; (2) cascaded modeling of CVR and refund rate outperforms direct NetCVR modeling; and (3) delay time, which correlates with both CVR and refund rate, is an important feature for NetCVR prediction.Based on these insights, we propose TESLA, a continuous NetCVR modeling framework featuring a CVR-refund-rate cascaded architecture, stage-wise debiasing, and a delay-time-aware ranking loss. Extensive experiments demonstrate that TESLA consistently outperforms state-of-the-art methods on CASCADE, achieving absolute improvements of 12.41 percent in RI-AUC and 14.94 percent in RI-PRAUC on NetCVR prediction. The code and dataset are publicly available at https://github.com/alimama-tech/NetCVR.
Abstract:Automatic evaluation is crucial yet challenging for open-ended natural language generation, especially when rule-based metrics are infeasible. Compared with traditional methods, the recent LLM-as-a-Judge paradigms enable better and more flexible evaluation, and show promise as generative reward models for reinforcement learning. However, prior work has revealed a notable gap between their seemingly impressive benchmark performance and actual effectiveness in RL practice. We attribute this issue to some limitations in existing studies, including the dominance of pairwise evaluation and inadequate optimization of evaluation criteria. Therefore, we propose CE-RM-4B, a pointwise generative reward model trained with a dedicated two-stage rollout method, and adopting unified query-based criteria. Using only about 5.7K high-quality data curated from the open-source preference dataset, our CE-RM-4B achieves superior performance on diverse reward model benchmarks, especially in Best-of-N scenarios, and delivers more effective improvements in downstream RL practice.
Abstract:Large language model (LLM)-based agents are increasingly deployed in e-commerce shopping. To perform thorough, user-tailored product searches, agents should interpret personal preferences, engage in multi-turn dialogues, and ultimately retrieve and discriminate among highly similar products. However, existing research has yet to provide a unified simulation environment that consistently captures all of these aspects, and always focuses solely on evaluation benchmarks without training support. In this paper, we introduce ShopSimulator, a large-scale and challenging Chinese shopping environment. Leveraging ShopSimulator, we evaluate LLMs across diverse scenarios, finding that even the best-performing models achieve less than 40% full-success rate. Error analysis reveals that agents struggle with deep search and product selection in long trajectories, fail to balance the use of personalization cues, and to effectively engage with users. Further training exploration provides practical guidance for overcoming these weaknesses, with the combination of supervised fine-tuning (SFT) and reinforcement learning (RL) yielding significant performance improvements. Code and data will be released at https://github.com/ShopAgent-Team/ShopSimulator.
Abstract:User interactions on e-commerce platforms are inherently diverse, involving behaviors such as clicking, favoriting, adding to cart, and purchasing. The transitions between these behaviors offer valuable insights into user-item interactions, serving as a key signal for un- derstanding evolving preferences. Consequently, there is growing interest in leveraging multi-behavior data to better capture user intent. Recent studies have explored sequential modeling of multi- behavior data, many relying on transformer-based architectures with polynomial time complexity. While effective, these approaches often incur high computational costs, limiting their applicability in large-scale industrial systems with long user sequences. To address this challenge, we propose the Transition-Aware Graph Attention Network (TGA), a linear-complexity approach for modeling multi-behavior transitions. Unlike traditional trans- formers that treat all behavior pairs equally, TGA constructs a structured sparse graph by identifying informative transitions from three perspectives: (a) item-level transitions, (b) category-level transitions, and (c) neighbor-level transitions. Built upon the structured graph, TGA employs a transition-aware graph Attention mechanism that jointly models user-item interactions and behav- ior transition types, enabling more accurate capture of sequential patterns while maintaining computational efficiency. Experiments show that TGA outperforms all state-of-the-art models while sig- nificantly reducing computational cost. Notably, TGA has been deployed in a large-scale industrial production environment, where it leads to impressive improvements in key business metrics.
Abstract:Diffusion Large Language Models (dLLMs) break the rigid left-to-right constraint of traditional LLMs, enabling token generation in arbitrary orders. Intuitively, this flexibility implies a solution space that strictly supersets the fixed autoregressive trajectory, theoretically unlocking superior reasoning potential for general tasks like mathematics and coding. Consequently, numerous works have leveraged reinforcement learning (RL) to elicit the reasoning capability of dLLMs. In this paper, we reveal a counter-intuitive reality: arbitrary order generation, in its current form, narrows rather than expands the reasoning boundary of dLLMs. We find that dLLMs tend to exploit this order flexibility to bypass high-uncertainty tokens that are crucial for exploration, leading to a premature collapse of the solution space. This observation challenges the premise of existing RL approaches for dLLMs, where considerable complexities, such as handling combinatorial trajectories and intractable likelihoods, are often devoted to preserving this flexibility. We demonstrate that effective reasoning is better elicited by intentionally forgoing arbitrary order and applying standard Group Relative Policy Optimization (GRPO) instead. Our approach, JustGRPO, is minimalist yet surprisingly effective (e.g., 89.1% accuracy on GSM8K) while fully retaining the parallel decoding ability of dLLMs. Project page: https://nzl-thu.github.io/the-flexibility-trap
Abstract:Long-sequence decision-making, which is usually addressed through reinforcement learning (RL), is a critical component for optimizing strategic operations in dynamic environments, such as real-time bidding in computational advertising. The Decision Transformer (DT) introduced a powerful paradigm by framing RL as an autoregressive sequence modeling problem. Concurrently, Large Language Models (LLMs) have demonstrated remarkable success in complex reasoning and planning tasks. This inspires us whether LLMs, which share the same Transformer foundation, but operate at a much larger scale, can unlock new levels of performance in long-horizon sequential decision-making problem. This work investigates the application of LLMs to offline decision making tasks. A fundamental challenge in this domain is the LLMs' inherent inability to interpret continuous values, as they lack a native understanding of numerical magnitude and order when values are represented as text strings. To address this, we propose treating trajectories as a distinct modality. By learning to align trajectory data with natural language task descriptions, our model can autoregressively predict future decisions within a cohesive framework we term DecisionLLM. We establish a set of scaling laws governing this paradigm, demonstrating that performance hinges on three factors: model scale, data volume, and data quality. In offline experimental benchmarks and bidding scenarios, DecisionLLM achieves strong performance. Specifically, DecisionLLM-3B outperforms the traditional Decision Transformer (DT) by 69.4 on Maze2D umaze-v1 and by 0.085 on AuctionNet. It extends the AIGB paradigm and points to promising directions for future exploration in online bidding.
Abstract:Capturing complex user preferences from sparse behavioral sequences remains a fundamental challenge in sequential recommendation. Recent latent reasoning methods have shown promise by extending test-time computation through multi-step reasoning, yet they exclusively rely on depth-level scaling along a single trajectory, suffering from diminishing returns as reasoning depth increases. To address this limitation, we propose \textbf{Parallel Latent Reasoning (PLR)}, a novel framework that pioneers width-level computational scaling by exploring multiple diverse reasoning trajectories simultaneously. PLR constructs parallel reasoning streams through learnable trigger tokens in continuous latent space, preserves diversity across streams via global reasoning regularization, and adaptively synthesizes multi-stream outputs through mixture-of-reasoning-streams aggregation. Extensive experiments on three real-world datasets demonstrate that PLR substantially outperforms state-of-the-art baselines while maintaining real-time inference efficiency. Theoretical analysis further validates the effectiveness of parallel reasoning in improving generalization capability. Our work opens new avenues for enhancing reasoning capacity in sequential recommendation beyond existing depth scaling.
Abstract:The reasoning ability of large language models (LLMs) can be unleashed with reinforcement learning (RL) (OpenAI, 2024; DeepSeek-AI et al., 2025a; Zeng et al., 2025). The success of existing RL attempts in LLMs usually relies on high-quality samples of thousands or beyond. In this paper, we challenge fundamental assumptions about data requirements in RL for LLMs by demonstrating the remarkable effectiveness of one-shot learning. Specifically, we introduce polymath learning, a framework for designing one training sample that elicits multidisciplinary impact. We present three key findings: (1) A single, strategically selected math reasoning sample can produce significant performance improvements across multiple domains, including physics, chemistry, and biology with RL; (2) The math skills salient to reasoning suggest the characteristics of the optimal polymath sample; and (3) An engineered synthetic sample that integrates multidiscipline elements outperforms training with individual samples that naturally occur. Our approach achieves superior performance to training with larger datasets across various reasoning benchmarks, demonstrating that sample quality and design, rather than quantity, may be the key to unlock enhanced reasoning capabilities in language models. Our results suggest a shift, dubbed as sample engineering, toward precision engineering of training samples rather than simply increasing data volume.
Abstract:Despite impressive progress in high-fidelity image synthesis, generative models still struggle with logic-intensive instruction following, exposing a persistent reasoning--execution gap. Meanwhile, closed-source systems (e.g., Nano Banana) have demonstrated strong reasoning-driven image generation, highlighting a substantial gap to current open-source models. We argue that closing this gap requires not merely better visual generators, but executable reasoning: decomposing high-level intents into grounded, verifiable plans that directly steer the generative process. To this end, we propose Unified Thinker, a task-agnostic reasoning architecture for general image generation, designed as a unified planning core that can plug into diverse generators and workflows. Unified Thinker decouples a dedicated Thinker from the image Generator, enabling modular upgrades of reasoning without retraining the entire generative model. We further introduce a two-stage training paradigm: we first build a structured planning interface for the Thinker, then apply reinforcement learning to ground its policy in pixel-level feedback, encouraging plans that optimize visual correctness over textual plausibility. Extensive experiments on text-to-image generation and image editing show that Unified Thinker substantially improves image reasoning and generation quality.