Topic

Foundation models beyond language

Large pre-trained models applied to non-text modalities, here zero-shot forecasting over numeric series.

Current clusters

invest1 distinct publisher

Google's TimesFM-3 reads promotion schedules in one forward pass

Google's new forecaster is 330m parameters trained on a trillion time points. In zero-shot multivariate mode it anticipates a 20% promotion lift that a univariate model misses. That is most of what an in-house demand model does.

Publishers:research.google

Reality

Evidence44
Adoption: Insufficient
Hype gap+32
Incentives82
Confidence

build2 distinct publishers

TimesFM-3 folds the promotion column into the forecast without a per-SKU model

Google's new 330 million parameter forecaster takes covariates and related series zero-shot in one forward pass, which puts a lot of bespoke per-SKU plumbing up for review, assuming the accuracy transfers to your own series.

Publishers:research.googlethenewstack.io

Reality

Evidence46
Adoption22