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Comment on TimesFM: Time Series Foundation Model for time-series forecastingparent

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Fundamentally, the pre-trained model would need to learn a "world model" to predict well in distinct domains. This should be possible not regarding compute requirements and the exact architecture.

After all, the physical world (down to the subatomic level) is governed by physical laws. Ilya Sutskever from OpenAI stated that next-token prediction might be enough to learn a world model (see [1]). That would imply that a model learns a "world model" indirectly, which is even more unrealistic than learning the world model directly through pre-training on time-series data.

[1] https://www.youtube.com/watch?v=YEUclZdj_Sc

But the data generating process could be literally anything. We are not constrained by physics in any real sense if we predicting financial markets or occurrences of a certain build error or termite behavior.

Sure, there are limits. Not everything is predictable, not even physics. But that is also not the point of such a model. The goal is to forecast across a broad range of use cases that do have underlying laws. Similar to LLM, they could also be fine-tuned.

"predicting the next token well means that you understand the underlying reality that led to the creation of that token"

People on the AI-hype side of things tend to believe this, but I really fundamentally don't.

It's become a philosophical debate at this point (what does it mean to "understand" something, etc.)

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