What Does an Observability Foundation Model Know?

This work studies a central gap in interpreting time-series foundation models (TSFMs): a dynamical property may be accessible in a hidden state even when the forecast fails to respond correctly as that property changes. We formalize these properties as Dynamical Parameters, including trend slope, oscillation frequency, and autoregressive dependence. We compare their representation accessibility, measured by recovery from hidden states, with their forecast response, measured by agreement with the expected forecast change. Across nine frozen TSFMs and thirteen laws, 42 of 63 model-parameter cells achieve accessibility above 0.95, whereas their median reference-aligned response relative to the conditional reference is only 0.46. To explain this gap, causal geometry compares the hidden-state change required to produce the reference response with the change induced by the parameter intervention. Directly modifying the hidden state recovers the reference response, but the parameter intervention often moves the state in a different direction. These results show that accessible parameter information need not be expressed in forecasts when input changes miss the required hidden-state direction.

We show that time series foundation models scale: a single training recipe produces reliable forecast-quality improvements from 4M to 2.5B parameters. We release Toto 2.0, a family of five open-weights forecasting models trained under this recipe. The Toto 2.0 family sets a new state of the art on three forecasting benchmarks: BOOM, our observability benchmark; GIFT-Eval, the standard general-purpose benchmark; and the recent contamination-resistant TIME benchmark. This report describes our experimental results and details the design decisions behind Toto 2.0: its architecture and training recipe, training data, and the u-muP hyperparameter transfer pipeline. All five base checkpoints are released under Apache 2.0.

The bottleneck of Earth Observation processing chains is not the arrival of new imagery but whether the surface is actually visible when the image arrives. We study this as an observability forecasting problem on EarthNet2021. Given recent multispectral imagery and exogenous weather drivers, the goal is to predict whether the next acquisition will be usable and, if not, when a usable view is likely to return. To do this, we adapt LeWorldModel, a joint-embedding predictive architecture world model, to cloud-aware Earth Observation sequences. The final pipeline converts raw minicubes into episodic HDF5 sequences with five image channels (blue, green, red, near-infrared, cloud mask) and eight meteorological and calendar covariates. The resulting model has 18.0M trainable parameters and is trained from scratch on 23,904 training episodes. The trained leWorldModel is evaluated under a locked protocol: linear probes are fit on train only, calibration choices are set on an internal validation split, and the fitted heads are then frozen for valsplit, IID, OOD, and extreme evaluation. On the full frozen-bundle observability benchmark, LeWorldModel consistently outperforms persistence. For next-step usability, balanced accuracy ranges from 0.769 to 0.887, compared with 0.493 to 0.556 for persistence. For exact first-usable-horizon prediction, accuracy ranges from 0.602 to 0.806, compared with 0.120 to 0.369 for persistence. Against a frozen LightGBM baseline fit on the same training windows, LeWorldModel is better on continuous clear/cloud regression and on exact recovery timing on valsplit, IID, and extreme, while LightGBM is stronger on the simpler binary any-usable-within-six task and is more robust on OOD. In separate sampled diagnostic analyses, LeWM also produces strong ranking-based anomaly signals under synthetic temporal inconsistencies.