Steven Golob, Sikha Pentyala, Martine De Cockcs.LG
When a statistical agency or regulator releases synthetic data in place of sensitive records, it chooses the generator that produces the table, and can shape that generator so unfair pathways are absent. DECAF made this concrete on one non-private GAN: three fairness definitions become three sets of edge cuts on the generator's causal graph. Whether the mechanism belongs to DECAF, or to causal factorisation itself, was untested. We port all three definitions to nine generators from three unrelated families (marginals-based, GAN, and diffusion, each with differentially private variants), across three levels of formal privacy guarantee, over 2,520 matched-pair runs on Adult and COMPAS datasets. The mechanism transfers everywhere, and our new causal diffusion backbone yields the fairest release of any family we tested, at fidelity close to the marginals tier. Applying the cut barely moves fidelity, only costs a downstream classifier about $0.07$ to $0.15$ AUC on average, and adding privacy guarantees don't make the data less fair.
Machine learning systems deployed for credit, hiring, and resource distribution are increasingly subject to regulatory oversight from policies such as the EU AI Act and GDPR. Current fairness governance practices rely on observational fairness metrics, post-hoc explainability, and immutable audit logs, but provide limited support for causal attribution and efficient evidentiary verification. We introduce Causal Evidentiary Governance (CEG), a framework in which regulated institutions commit to a versioned directed acyclic graph (DAG) that partitions causal pathways into allowable and disallowed groups. The Causal Harm Rate measures prediction variation attributable to disallowed causal pathways. Each decision is accompanied by a signed Decision-Evidence Packet (DEP), cryptographically binding the prediction to a digest of the published DAG and path-specific attributions. DEP digests can be appended to a Merkle tree to enable logarithmic-cost inclusion proofs. We validate CEG through a two-layer empirical methodology using demographic summaries from four years of PMA credit supervisory data to construct 10,000 synthetic credit applicants across four strategic DAG counterfactuals. Causal Harm Rate isolates injected causal effects more clearly than demographic parity or equalized odds. Cross-model validation and ablation studies assess robustness. Evaluation on the German Credit dataset shows that harm associated with specific causal pathways can be substantially understated by associational fairness metrics. Finally, a proof-of-concept implementation demonstrates operationally plausible throughput and highlights relevant performance tradeoffs.
I document an ideologically asymmetric break in the pre-existing diversification trend of political discourse, emerging around late 2022, using 6 million Reddit comments from two cross-partisan forums, 2019-2025. Conservative users experienced an interruption of their prior diversification trajectory; progressive users showed no comparable change. The asymmetry is consistent across estimation strategies (ITS, DiD, RDiT, propensity-score matching) and temporal aggregations. A daily-frequency permutation test over 2,377 candidate cutoff dates shows the ChatGPT threshold produces an unremarkable estimate (49.8th percentile): the shift builds gradually instead of breaking at a single date. A continuous cumulative LLM index, tracking AI exposure across seven model releases, remains significant under a quadratic trend specification that eliminates the binary estimate. A stayer analysis narrows the mechanism: the homogenization effect disappears when the sample is restricted to authors active throughout the study period, and the stayer confidence interval excludes within-author effects even a tenth the size of the full-sample estimate. The mechanism is most parsimoniously ecological (community-level discursive convergence) rather than individual-level AI adoption, though the data cannot cleanly separate this account from concurrent secular change.
The Relativity of Causal Knowledge (RCK) explains how a network of agents with different structural causal models can exchange causal knowledge through a shared interventionally consistent abstraction, or backbone. We ask the prior identification question that this transport mechanism presupposes: when is that backbone determined by the agents' private causal knowledge? In the basic two-agent common-effect case, two private causes influence one shared outcome and each agent identifies only the single-cause causal marginal relevant to its own perspective. We show that, under standard compatibility, non-degeneracy, and local overlap assumptions, those local causal marginals do not identify a unique backbone. Infinitely many joint intervention kernels can induce exactly the same private reports while disagreeing on joint interventions. We then give a conditional recovery result. Additive separability removes the hidden interaction degree of freedom, but observational residual summaries remain insufficient. Identification becomes possible when agents communicate causally identified response functions. An education value-added example illustrates why this is first a communication problem, and only then a policy-composition problem.
Sandra C. Sandoval, Navita Goyal, Rashawn Ray +3cs.CY cs.AI cs.CL
Against the backdrop of violence in police interactions with the U.S. public, we explore how deferentially police officers speak to virtual characters depicted as Black adult males in vir- tual reality (VR) simulations. We evaluate the effect of seeing and communicating with these characters through a causal in- ference lens, where the assignment of the Black man character to a police officer and simulation is the treatment variable. Our (marginal) average treatment effect AT E measures the social impact of the character on the deference of officer statements with each turn of the conversation. Soberingly, we find that most officers speak less deferentially to Black man characters, except for White, biracial, and multiracial female officers, es- pecially in settings where the VR character was known to be a suspect. Across a full conversation of a typical VR scene, these marginal AT Es can result in notable changes in def- erence of tone (two to several points difference on a scale of 0-10), above and beyond that due to the initial effect of per- ceiving a Black male character. Even more disconcerting is that this can contribute to conversation breakdowns that po- tentially result in violence or danger to both the public and the police. We also explored the capabilities of large language models (LLMs) for ATE estimation. From our methods com- parison analysis, including model validation against synthetic data, we provide unique scientific insights on LLM-assisted methodologies for ATE estimation. As such, for ATE esti- mation with multilevel data with text, we recommend mixed effects models with the inverse propensity treatment weighted (iptw) approach, which utilized an LLM for text feature cre- ation. While we also tested LLMs for finetuning prediction models ultimately for ATE estimation, we conclude they are an area for further development and refinement.
Keigo Kusumegi, Xinyu Yang, Paul Ginsparg +3cs.DL cs.AI cs.CY
Renault, Bergeaud, and Bosquet (hereafter RBB) argue that dating LLM adoption as the first month in which an author's abstract is flagged induces a stopping-time selection that can produce a positive event-study path even when there is no causal effect. Although this mechanism is mathematically possible, it does not constitute proof of a null effect. Recalibrating RBB's own random placebo to the detector's realized flag rate, we show that the measured association stays well above this benchmark, so the artifact is too small to explain the productivity changes. We further re-estimate the association between LLM adoption and productivity with a series of complementary designs in which the timing artifact cannot bias the estimate: a before-and-after comparison that dates adoption in one year and measures output in another, a conservative control group for difference-in-differences, an intensity-based specification that never defines an adoption date, and a rank-based measurement holding the flag rate fixed. A positive productivity association persists across all of these estimates, while the same tests run on pre-ChatGPT placebo data return null effects. The artifact RBB identify is real but bounded, and it does not account for the pattern we report.
Algorithmic recourse aims to provide individuals with actionable changes to improve their predicted outcomes in high-stakes classification settings, such as loan and mortgage applications. However, most existing approaches focus only on flipping a model's prediction, without accounting for whether the recommended changes lead to genuine improvement in an individual's true qualifications or merely enable strategic gaming of the classifier. Consequently, deployed recourse policies can induce behavioral responses that degrade predictive accuracy and become ineffective after model retraining. In this work, we formalize this failure mode through a causal performative framework for recourse. We model how recourse actions propagate through a structural causal model, capturing interactions among features as well as their effect on the true label. These causal responses induce a non-convex optimization problem, even under standard convex losses. We characterize conditions under which performatively stable solutions exist and can be efficiently computed via simple iterative dynamics. Our analysis reveals that recourse policies that ignore causal structure can induce large, misaligned behavioral responses, whereas causal recourse leads to stable equilibria that reduce incentives for gaming. Experiments on both semi-synthetic and real credit datasets demonstrate that our approach consistently outperforms standard empirical risk minimization while reducing the need for repeated model retraining to accommodate distribution shifts caused by strategic agent behavior.
Open-source projects depend on a steady inflow of newcomers. A growing concern is that AI coding agents (tools such as Cursor and Claude Code that write code from natural-language instructions) will crowd them out, by absorbing the simple tasks that beginners start with and by making code harder to read. We give this concern a causal answer. Using GitHub code search we identify 1,888 projects that adopted an agent, signaled by their first commit of a configuration file. We apply difference-in-differences against matched non-adopting controls, restricting the main analysis to the 603 adopters with a genuine pre-adoption period. We find no evidence of crowding-out: across estimators newcomer inflow shows no significant decline after adoption (point estimates run from a small increase to, under the most conservative trend specification, a slight and insignificant dip), onboarding and retention are unchanged, and a sparse, correlational beginner-task measure (good-first-issue labels, which we cannot test for parallel trends) shows no decline. The feared mechanism is real but decoupled: adoption raises per-function code complexity (about +11% on a cognitive metric for Python, a quarter of the prior estimate, and +3 to 4% in cyclomatic terms across all languages), yet in fixed-unit subsets where complexity rose (Python on the cognitive metric, and all languages on the cyclomatic metric), newcomer participation does not decline. These results suggest that, in established open-source projects, adopting an AI coding agent makes code modestly more complex but does not crowd out the human newcomers that a project depends on: the feared trade-off between AI assistance and human participation does not materialize.
Yufei Wu, Daniel Schmierercs.LG cs.CY econ.EM stat.AP
Airbnb is a community based on connection and belonging -- many hosts on Airbnb are everyday people who share their worlds to provide guests with the feeling of connection and being at home; Airbnb strives to connect people and places. Among our efforts to connect guests and hosts, we provide tools to enable hosts to set competitive prices, which helps improve affordability for guests while helping hosts get more bookings. We also personalize the guest experience to show them the listings that match their needs. To help inform these efforts, we combine economic modeling and causal inference techniques to understand how guests book stays based on the prices hosts set, among other factors, and how that preference varies across different guests and listings. Such understanding helps us identify opportunities for Airbnb to support the marketplace and better connect guests and hosts. For example, understanding how much guests respond to different prices helps optimize the tools that we provide to hosts, in order to enable hosts to choose and set competitive prices that further balance demand and supply. As another example, understanding heterogeneity in guest preferences helps us personalize the guest experience and better match them with the listings that meet their needs, based on how much they respond to different prices and other factors.
The coupon incentive is one of the most common tools marketers use to court users to engage with a business at various stages of the customer life cycle. A variety of factors can affect the effectiveness of a coupon incentive on users, timing being one of them. We hypothesize that coupons can be more effective when delivered at critical times in the customer journey, right when a user is engaging with the platform. Verifying such a hypothesis would typically require real time event-triggered coupon distribution software that may be too expensive to implement. In this paper, we propose a framework in which we apply causal inference on "natural randomized control trial experiments" to measure the effectiveness of sending coupons at the right time to users without requiring a dedicated AB test. We demonstrate the usefulness of our framework in the case of a user onboarding coupon campaign held in our company and show how the results can lead to correct data-driven decisions for the business. Furthermore, in order to test the generalizability of our framework, and to make our research more reproducible, we apply our framework on a user retention campaign with a publicly available dataset.
Oliver Aleksander Larsen, Mahyar T. Moghaddamcs.SE cs.AI
AI coding tools are now used by a majority of developers, and agentic use of these tools has popularized the practice colloquially called "vibe coding". Yet causal evidence on their effect on software architecture is scarce. Prior causal work has measured code-level outcomes (complexity, static analysis warnings); whether such degradation propagates to architecture-level outcomes remains unknown. We mine 151 open-source Java repositories, 74 with detectable agentic AI adoption (identified via configuration files and Co-Authored-By commit trailers) and 77 propensity-matched controls, across a 13-month per-repository window yielding 1,811 monthly Arcan snapshots. We estimate the causal effect of adoption on architectural smell density (ASD) with a staggered difference-in-differences design and the Borusyak imputation estimator, applying a causal design recently used for code-level metrics to the architecture level. Total smell counts are essentially unchanged (+1.1%, p = 0.82) while lines of code grow +12.8% (p = 0.003); the resulting 6.7% ASD decline (p = 0.004) is therefore a denominator effect rather than an architectural improvement. Per-type estimates and robustness checks (wild cluster bootstrap, Lee bounds, stale-observation sensitivity) corroborate the pattern; pre-trends are flat (Wald p = 0.90), consistent with parallel trends. Density-normalized outcomes can mislead when treatment affects system size: raw counts and explicit decomposition are required for causal mining studies of AI tool adoption. The complete replication package, including the curated 151-repository monthly panel, is publicly available.