Bridging the Semantic-Collaborative Gap: An Asymmetric Graph Architecture for Cold-Start Item Recommendation

Collaborative filtering and graph-based recommendation models are highly effective because they leverage observed user interactions, but this dependence creates a fundamental cold-start challenge when newly added content has no interaction history. In Tubi's production retrieval system, this challenge is further constrained by the serving interface: new content must be assigned a standalone embedding immediately, and the model must also produce device embeddings suitable for approximate nearest-neighbor retrieval. We address this setting by formulating cold-start recommendation as an inductive graph-completion problem on a temporal bipartite device-content graph. We propose Shallow-RHS, an asymmetric link-prediction architecture in which the left-hand side (LHS) device tower leverages temporally valid watch-history message passing to capture collaborative signals, while the right-hand side (RHS) content tower is intentionally shallow with respect to the graph and encodes content solely from intrinsic features. The RHS tower does not use ID-based embeddings, content-side subgraphs, neighbor aggregation, or interaction-derived representations, forcing the content encoder to map intrinsic features into a collaborative-filtering-aware embedding space. After training, the learned content encoder generates embeddings for both warm and newly ingested content, enabling implicit graph completion through retrieval of warm surrogate neighbors. We further extend the same representation-completion principle to device cold-start by constructing cohort-based embeddings from demographic features. Large-scale online experiments demonstrate consistent relative improvements in content cold-start engagement, promotion speed, impression acquisition, and device cold-start engagement.

TubiFM: Unified Item, Carousel, and Search Ranking for Streaming Discovery

Personalized discovery systems often train separate models for item ranking, carousel ranking, and search, even though these tasks expose complementary signals from the same viewer journey: watches shape carousel and item ranking, search queries reveal intent even when they do not lead to a catalog match, and watch history helps interpret search as rewatching, continuation, or new discovery. We introduce the user story, a serialized representation that turns a user's cross-surface history - attributes, sessions, watch events with surface and carousel context, and search events - into a single token sequence. By interleaving pretrained language tokens with domain-specific event tokens, user stories let heterogeneous recommendation and search tasks be expressed as prompted next-token prediction over a shared grammar. TubiFM is one instantiation of this approach: a Llama 3.2 1B-based model trained on user stories and prompted to rank items, carousels, or search results without task-specific architectures. In offline evaluation, this single model outperforms specialist baselines across item, carousel, and search ranking. In online A/B tests, TubiFM significantly improves search total viewing time (TVT) by $+3.9\%$ and carousel TVT by $+0.30\%$. Item ranking is statistically neutral on TVT ($+0.14\%$), but matches a mature production stack; across all three tasks, TubiFM serves on L40S GPUs and reduces p99 ranking latency from 500ms to 200ms. These results show that shared user stories can improve discovery while simplifying ranking systems.