Demand forecasting increasingly requires combining two complementary sources of information: historical sales reveal recurring numerical dynamics, while future promotions, holidays, price changes, and platform interventions provide forward-looking knowledge. Existing text-enhanced forecasting methods often encode such context into generic representations and fuse it uniformly with time-series features, without explicitly distinguishing which semantic effects are forecast-relevant or how they should modify future dynamics. We introduce ReasonCast, a structured semantic intervention framework that translates event knowledge into forecast-specific operations. An agent examines the event context, the no-text forecast, and its uncertainty to determine whether textual reasoning is needed. Rather than injecting free-form text, ReasonCast represents event knowledge through structured fields describing event relevance, demand direction, temporal shape, amplitude, and peak intensity. These fields interact selectively with temporal components of a time-series foundation model. An additive path corrects local trends and temporal shapes, while a multiplicative path captures event-driven level shifts. ReasonCast introduces a forecast-grounded post-training curriculum. Schema SFT establishes semantic fields; semantic-field RL calibrates direction, shape, amplitude, and peak judgments; and forecast-utility RL evaluates semantic interventions through a frozen forecaster, aligning reasoning outputs with marginal forecast improvement. ReasonCast lowers WMAPE by 3.29, 1.25, and 0.47 percentage points on holiday-sensitive categories, mega-sale-sensitive categories, and M5 event windows, respectively. On stable-sales periods, indiscriminate semantic intervention increases WMAPE by 1.68 percentage points, whereas suppressing unnecessary intervention preserves the numerical backbone.
We present a Test-time World-model Inference (Twin) system, in which a frontier coding agent writes an executable world model for completing continual learning tasks, such as ARC-AGI-3 games. Traditional approaches hand-engineer such models, one custom design per task. Each game hides its rules and goal, and our system constructs them from simulation and interaction alone. Its inductive prior over grid games is strong enough to recover the true transitions of the game and the goal on nearly all levels. Replay validation happens in a twin world model. The harness enforces that an action is not made until the program reproduces every previous observed game transition. Each mismatch between a world model prediction and the actual action result becomes a counterexample that is used to repair the world model. Twin clears 179 out of 183 levels (97.8%), and does so more efficiently than humans in 158 out of 179 levels (88.3%). The system infers the goal before any reward on 156 of the levels it clears (87.2%), and in the remaining levels automatically discovers the goal by search. The benchmark scores completion and action efficiency, between 0 and 100, against humans playing each game for the first time. Played directly, the base model scores only 7.8%; an off-the-shelf harness increases it to 61.1%, whereas our twin world model increases the same base model to 93.3%, clearing 23 out of 25 games. Building a usable world model is simpler than anticipated, whereas the harder problem is inferring the right goal.
Agent self-evolution has primarily focused on learning how to act, while overlooking an equally important capability: learning to discover what an agent does not know. Existing approaches typically assume that failure discovery is given, focusing on how to repair failures once they are identified. We ask whether blind-spot diagnosis itself can be learned. We thus study diagnosis as an agent capability separate from execution, and exclude two alternative sources of progress: executor adaptation and human supervision. Under these constraints, performance cannot improve through executor updates or annotated examples, forcing all improvements to originate from the learned diagnostic capability. We propose SkillMentor, which trains a Mentor policy via reinforcement learning to generate diagnostic tasks, identify recurrent failure modes, and curate them into reusable corrective skills. Across AppWorld and BFCLv3, SkillMentor improves executor performance by an average of 44.2%. These results suggest that blind-spot diagnosis is a learnable capability, enabling self-evolution without updating executor weights or relying on human-curated data.
Computer-aided design (CAD) for industrial components requires long-horizon procedural modeling, robust feature dependencies, editable parametric geometry, and production-grade B-Rep execution. Existing text-to-CAD methods have made promising progress in generating CAD programs from natural-language descriptions, but they still struggle when user prompts are ambiguous, underspecified, or only describe high-level design intent. They also rarely exploit expert procedural knowledge naturally available in industrial workflows, such as CATIA operation recordings, macro logs, drawing notes, and engineering descriptions. We present \algname, a skill-guided industrial CAD agent with expert-grounded knowledge distillation. The core of \algname is CAD intermediate representation (CAD-IR), an executable procedural representation that encodes parameters, ordered operations, MCP tool bindings, dependencies, generated entities, and verification rules. CAD-IR plays two key roles: it first serves as the carrier for distilling expert CAD procedures into reusable parameterized skills; then it provides a procedural scaffold that turns vague or intermediate-level prompts into complete executable CAD operations. \algname retrieves expert-derived skills, instantiates and revises CAD-IR, executes the resulting procedure through a dedicated CATIA-MCP backend, and uses multi-view visual feedback for iterative refinement, and finally generates production-ready B-Rep models. On the Text2CAD benchmark, CAD-IR improves generation from intermediate prompts by reducing mean Chamfer Distance from $14.83$ to $9.88$, showing its ability to bridge ambiguous textual intent and executable CAD construction. On four complex automotive components, CAD-IR enables expert CATIA recordings to be distilled into reusable skills, allowing \algname to generate editable CATIA-native B-Rep models for new variant requests.