mlsanityData to 7 Oct 2026

Position: Universal Time Series Foundation Models Rest on a Category Error

arXiv 2602.05287 ↗First posted 5 Feb 2026cs.AIcited by 1

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Abstract (arXiv)

This position paper argues that the pursuit of "Universal Foundation Models for Time Series" rests on a fundamental category error, mistaking a structural Container for a semantic Modality. We contend that because time series hold incompatible generative processes (e.g., finance vs. fluid dynamics), monolithic models degenerate into expensive "Generic Filters" that fail to generalize under distributional drift. To address this, we introduce the "Autoregressive Blindness Bound," a theoretical limit proving that history-only models cannot predict intervention-driven regime shifts. We advocate replacing universality with a Causal Control Agent paradigm, where an agent leverages external context to orchestrate a hierarchy of specialized solvers, from frozen domain experts to lightweight Just-in-Time adaptors. We conclude by calling for a shift in benchmarks from "Zero-Shot Accuracy" to "Drift Adaptation Speed" to prioritize robust, control-theoretic systems.

Key facts. Cited by 1 paper in the map (data through 7 Oct 2026). Builds on 57 of its 78 references that are in the map. First posted on arXiv 5 Feb 2026.

Builds on

57 of 78 references.

References · 57

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38 more
  1. 2023Large Language Models Are Zero-Shot Time Series Forecasterscited by 491
  2. 2024MOMENT: A Family of Open Time-series Foundation Modelscited by 453
  3. 2022Non-stationary Transformers: Exploring the Stationarity in Time Series Forecastingcited by 385
  4. 2024TimeMixer: Decomposable Multiscale Mixing for Time Series Forecastingcited by 333
  5. 2023Long-term Forecasting with TiDE: Time-series Dense Encodercited by 327
  6. 2024Time-MoE: Billion-Scale Time Series Foundation Models with Mixture of Expertscited by 280
  7. 2024Foundation Models for Time Series Analysis: A Tutorial and Surveycited by 234
  8. 2023Neural General Circulation Models for Weather and Climatecited by 232
  9. 2024GIFT-Eval: A Benchmark For General Time Series Forecasting Model Evaluationcited by 188
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  13. 2023TimeGPT-1cited by 149
  14. 2023UniTime: A Language-Empowered Unified Model for Cross-Domain Time Series Forecastingcited by 139
  15. 2024From News to Forecast: Integrating Event Analysis in LLM-Based Time Series Forecasting with Reflectioncited by 93
  16. 2024Context is Key: A Benchmark for Forecasting with Essential Textual Informationcited by 78
  17. 2019Shape and Time Distortion Loss for Training Deep Time Series Forecasting Modelscited by 66
  18. 2024AutoTimes: Autoregressive Time Series Forecasters via Large Language Modelscited by 63
  19. 2025Moirai 2.0: When Less Is More for Time Series Forecastingcited by 59
  20. 2025fev-bench: A Realistic Benchmark for Time Series Forecastingcited by 52
  21. 2024Position: What Can Large Language Models Tell Us about Time Series Analysiscited by 47
  22. 2025DBLoss: Decomposition-based Loss Function for Time Series Forecastingcited by 44
  23. 2023CUTS: Neural Causal Discovery from Irregular Time-Series Datacited by 32
  24. 2025Battling the Non-stationarity in Time Series Forecasting via Test-time Adaptationcited by 32
  25. 2024Towards Neural Scaling Laws for Time Series Foundation Modelscited by 30
  26. 2024Learning Universal Predictorscited by 29
  27. 2023Self-Interpretable Time Series Prediction with Counterfactual Explanationscited by 24
  28. 2025TimeSeriesScientist: A General-Purpose AI Agent for Time Series Analysiscited by 18
  29. 2023When Model Meets New Normals: Test-time Adaptation for Unsupervised Time-series Anomaly Detectioncited by 17
  30. 2024Intervention-Aware Forecasting: Breaking Historical Limits from a System Perspectivecited by 16
  31. 2025One Surrogate to Fool Them All: Universal, Transferable, and Targeted Adversarial Attacks with CLIPcited by 15
  32. 2025TimeSeriesGym: A Scalable Benchmark for (Time Series) Machine Learning Engineering Agentscited by 14
  33. 2024Online Test-Time Adaptation of Spatial-Temporal Traffic Flow Forecastingcited by 11
  34. 2023Counterfactual Explanations for Time Series Forecastingcited by 10
  35. 2025Rethinking Evaluation in the Era of Time Series Foundation Models: (Un)known Information Leakage Challengescited by 10
  36. 2025CLIP-Guided Backdoor Defense through Entropy-Based Poisoned Dataset Separationcited by 9
  37. 2025From Samples to Scenarios: A New Paradigm for Probabilistic Forecastingcited by 8
  38. 2025Breaking the Stealth-Potency Trade-off in Clean-Image Backdoors with Generative Trigger Optimizationcited by 7

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