Larch: Learned Query Optimization for Semantic Predicates

With the advent of Large Language Models (LLMs), many database systems introduced semantic operators that enabled analytical queries over unstructured data (e.g. text, images, videos). Semantic operators typically incur high inference costs and latencies making semantic (AI) SQL queries challenging to apply on large scale datasets. At the same time, their semantic nature leads database engines to treat them as black boxes, making AISQL queries difficult to optimize. In this paper, we introduce Larch, a framework for optimizing the execution of semantic filters in AI SQL queries. Larch was inspired by two key observations: i) the high latency of semantic operators leaves significant room for computationally-heavy runtime optimization techniques, ii) unstructured data are typically accompanied by semantic information in the form of embeddings allowing for efficient semantic comparisons between AI_FILTER prompts and data values. Based on these two key observations, we present two Larch variants: Larch-A2C and Larch-Sel. Larch-A2C encodes arbitrary semantic filters expression tree using an embedding-augmented Gated Graph Neural Network and formulates the filter evaluation order as a Markov decision process. In contrast, Larch-Sel leverages a supervised learning model to predict filter selectivities, subsequently applying dynamic programming to find a near-optimal evaluation order for each input row. Evaluated across diverse real-world datasets and comprehensive synthetic workloads, both Larch variants always outperform existing semantic filter optimization techniques in terms of token usage. Our results demonstrate that Larch is robust across diverse workloads, reducing total token cost overhead by 3x-19x compared to Palimpzest and Quest.

AvalancheBench: Evaluating Enterprise Data Agents Through Latent World Recovery

We introduce AvalancheBench, a benchmark for evaluating enterprise data agents through \emph{latent world recovery}. AvalancheBench improves on existing benchmarks in three ways. First, it evaluates analytical understanding rather than pipeline completion: systems are scored on whether they recover the segments, drivers, temporal events, and relationships that explain the data, not merely on whether they execute a workflow or produce a plausible report. Second, it provides ground truth for goal-driven analytics by generating observations from a known latent world, enabling partial credit for incomplete but valid recoveries. Third, it exposes how early analytical mistakes propagate into later conclusions: missed segments, merged events, or wrong attributions can lead to systematically wrong recommendations. In this sense, AvalancheBench complements real-data benchmarks by providing a controlled setting for diagnosing whether agents recover the analytical structure behind enterprise data. On a first e-commerce use case, the strongest configuration of a leading coding agent recovers only 26\% of the rubric, with failures concentrated in generic customer segmentations and merged temporal events.