Pilot edition13 min read

Noise, Direction, and the Cost of Experiments

Muon's batch-size effects · Active experimental design for scaling laws

From direction-dependent gradient noise to the compute cost of discovering scaling laws: two main readings, two related updates, and one classic—S4.

MuonScaling laws
Daily classic · 2022S4
Main reading 01Relevant sections and author commentary read

Batch size and direction-dependent optimization dynamics

The Best Optimizer Depends on Batch Size
Xingyu Dang · Kaiyue Wen · Sadhika Malladi
First posted Oct 6 · v2 Oct 12

With a fixed sample budget TT, a larger batch size BB reduces gradient noise but also reduces the number of updates. The paper separates these effects using a noisy quadratic model.[1]

Model
f(w)=12∑ihiwi2,g^i=hiwi+ciB zi,K=TB.f(w)=\frac12\sum_i h_iw_i^2,\qquad \widehat g_i=h_iw_i+\sqrt{\frac{c_i}{B}}\,z_i,\qquad K=\frac{T}{B}.

hi>0h_i>0: curvature; ci>0c_i>0: per-sample gradient-noise variance; zi∼N(0,1)z_i\sim\mathcal N(0,1). The direction-dependent curvature-to-noise ratio is CNRi=hi2/ci\mathrm{CNR}_i=h_i^2/c_i.

Ideal Muon reduces to a sign operation on a 1×11\times1 matrix. Start with SignSGD with momentum:

Update
mt+1=μmt+(1−μ)g^t,wt+1=wt−η sign⁡(mt+1),0≤μ<1.m_{t+1}=\mu m_t+(1-\mu)\widehat g_t,\qquad w_{t+1}=w_t-\eta\,\operatorname{sign}(m_{t+1}),\quad 0\le\mu<1.

Local mechanism. Hold wiw_i fixed and let momentum reach stationarity. Under independent Gaussian noise,

Response
E[sign⁡(mi)]=erf⁡(qi),qi=wiB(1+μ)hi22(1−μ)ci.\mathbb E[\operatorname{sign}(m_i)]=\operatorname{erf}(q_i),\qquad q_i=w_i\sqrt{\frac{B(1+\mu)h_i^2}{2(1-\mu)c_i}}.

The mean displacement per processed sample is proportional to η erf⁡(qi)/B\eta\,\operatorname{erf}(q_i)/B. Preserving this local displacement gives:

Two regimes
η(B)∝{B,∣qi∣≪1noise-dominated,B,∣qi∣≫1signal-dominated.\eta(B)\propto \begin{cases}\sqrt B,& |q_i|\ll1 \quad \text{noise-dominated},\\[2pt] B,& |q_i|\gg1 \quad \text{signal-dominated}.\end{cases}

Directional intervention. Starting from the same checkpoint, increase the batch from 128K128\mathrm K to 2M2\mathrm M, retaining small-batch updates only in selected directions. The recovered fraction of the local loss gap is

Metric
R=Llarge−LmixedLlarge−Lsmall.R=\frac{L_{\rm large}-L_{\rm mixed}}{L_{\rm large}-L_{\rm small}}.
Directions retaining small-batch updatesLocal gap recovered
The 768 sharpest directions, about 0.001%0.001\%Up to 59.5%
Random subspace of the same dimensionChange of at most about 3%
Local curvature diagnostic on the same data stream. Sharp directions come from a Muon-preconditioned curvature approximation.[2]
Related updateAbstract only

Noise can smooth the sign—and change the order of feature learning

From Parallel to Sequential: Small-Batch Noise Restores Simplicity Bias of Muon
Tom Jacobs · Rebekka Burkholz
arXiv Oct 12 · OpenReview record dated Oct 1

The authors report that small-batch noise restores sequential feature learning absent from full-batch spectral descent, and formalize the mechanism in deep linear models.[3][4]

The following illustrative scalar derivation explains noise smoothing. For z∼N(0,1)z\sim\mathcal N(0,1) and σ>0\sigma>0,

Scalar intuition
E[sign⁡(g+σz)]=2Φ(g/σ)−1=2πgσ+O ⁣((g/σ)3),∣g∣≪σ.\begin{aligned}\mathbb E[\operatorname{sign}(g+\sigma z)]&=2\Phi(g/\sigma)-1\\&=\sqrt{\frac2\pi}\frac g\sigma+O\!\left((g/\sigma)^3\right),\qquad |g|\ll\sigma.\end{aligned}
Main reading 02Relevant sections read

Discovering a scaling law has its own compute budget

SLDBench v2: Active Scaling Law Discovery
Lingbei Meng et al.
First posted Oct 12
Background

Chinchilla (2022) used small-scale training runs to study compute allocation between model size and data. SLDBench (2025; ICLR 2026) then asked agents to discover predictive laws automatically. The new question: obtaining the fitting data itself costs compute.[6][7]

Candidate law
L(N,D)=E+aN−α+bD−β.L(N,D)=E+aN^{-\alpha}+bD^{-\beta}.

The expression above is only a candidate form. The agent neither knows the correct functional form nor gets all observations for free; it receives a catalog of priced experiments.[5]

Experiment catalog
U={(xi,ci)}i=1n,ci>0.\mathcal U=\{(x_i,c_i)\}_{i=1}^{n},\qquad c_i>0.

xix_i is a training configuration; cic_i is usually its training FLOPs. The outcome yiy_i is revealed only after purchase. Omitting group indices, the agent buys AtA_t each round and stops at time τ\tau:

Spending
St+1=St∪At,ρ=∑i∈Sτci∑i∈Uci.S_{t+1}=S_t\cup A_t,\qquad \rho=\frac{\sum_{i\in S_\tau}c_i}{\sum_{i\in\mathcal U}c_i}.

Evaluation records (extrapolation error at larger scales, ρ)(\text{extrapolation error at larger scales},\,\rho). The agent must jointly decide which experiments to buy, when to stop, and which law to fit. Test configurations are larger than candidate experiments and cannot be purchased directly.[5]

SettingRange of median R2R^2 across systemsExperiment cost
Passive · all observations0.723–0.753100%
Active · chosen purchases0.235–0.570About 8%–44%, averaged within each system
30 selected difficult tasks and 8 agent systems. The R² range is across systems, not a confidence interval.[5]
BriefAbstract only

Monarch-Muon: break a large orthogonalization into smaller blocks

Monarch-Muon: Structure-Aware Muon for Fast and Memory-Efficient Pretraining
Alexander Miasnikov et al.
arXiv Oct 12 · OpenReview record dated Oct 1

Monarch factors impose structure on the weights, reducing weight, gradient, and optimizer-state storage while producing smaller update subproblems. The abstract reports these measurements for a 6.89B system:[8][9]

MeasurementOriginal setupMonarch-Muon
Peak memory68.9 GB52.9 GB
Muon optimizer step1288 ms304 ms
Daily classic · 001Relevant method, theory, and experiment sections read

S4: one state space, three ways to compute

Efficiently Modeling Long Sequences with Structured State Spaces
Albert Gu · Karan Goel · Christopher Ré
First posted Oct 2021 · ICLR 2022 · reading v3 (Aug 2022)
ICLR 2022 Oral · Outstanding Paper Honorable Mention ↗
Where it comes from

Long sequences require both memory and efficient training. HiPPO (2020) designed continuous memory through polynomial projections; S4 (2022) sought a state-space parameterization that is fast to compute and numerically stable.[10][13]

Consider one channel with scalar input and output, and hidden state x(t)∈RNx(t)\in\mathbb R^N. AA governs memory evolution, BB writes the input, and CC reads the state. Omit the separately computable skip term.[12]

Continuous system
x˙(t)=Ax(t)+Bu(t),y(t)=Cx(t).\dot x(t)=Ax(t)+Bu(t),\qquad y(t)=Cx(t).

Apply a bilinear discretization with step size Δ>0\Delta>0, assuming the inverse exists. Δ\Delta is the sampling timescale and can be learned as a model parameter.[12]

Discretization
Aˉ=(I−Δ2A)−1(I+Δ2A),Bˉ=(I−Δ2A)−1ΔB.\bar A=\left(I-\frac{\Delta}{2}A\right)^{-1}\left(I+\frac{\Delta}{2}A\right),\qquad \bar B=\left(I-\frac{\Delta}{2}A\right)^{-1}\Delta B.

With zero initial state x−1=0x_{-1}=0 and fixed parameters, stepwise recurrence and full-sequence convolution are exactly equivalent:[12]

RNN ↔ convolution
xk=Aˉxk−1+Bˉuk,yk=∑j=0kKjuk−j,Kj=CAˉjBˉ.\begin{aligned}x_k&=\bar A x_{k-1}+\bar B u_k,\\ y_k&=\sum_{j=0}^{k}K_j u_{k-j},\qquad K_j=C\bar A^j\bar B.\end{aligned}

Computing the kernel is the real bottleneck. Direct eigendecomposition of a HiPPO matrix can be severely ill-conditioned. S4 uses a normal matrix plus a low-rank correction, then a unitary change of basis gives DPLR:[10]

Structured parameterization
A=V(Λ−PQ∗)V∗,V∗V=I,P,Q∈CN×r,r≪N.A=V(\Lambda-PQ^*)V^*,\qquad V^*V=I,\qquad P,Q\in\mathbb C^{N\times r},\quad r\ll N.

Λ\Lambda is diagonal. Write A^=Λ−PQ∗\widehat A=\Lambda-PQ^* and R(ω)=(ωI−Λ)−1R(\omega)=(\omega I-\Lambda)^{-1}. When the relevant inverses exist, Woodbury’s identity gives:[10]

Low-rank correction
(ωI−A^)−1=R−RP(I+Q∗RP)−1Q∗R.(\omega I-\widehat A)^{-1}=R-RP(I+Q^*RP)^{-1}Q^*R.

A high-dimensional inverse becomes a diagonal inverse plus an r×rr\times r correction. The paper reduces the finite-length kernel’s generating function to Cauchy computations and an inverse FFT. For fixed low rank, theoretical kernel construction costs O~(N+L)\widetilde O(N+L), and each recurrent step costs O(N)O(N). These are per-SSM costs and assume a fast Cauchy algorithm.[10]

Path-X: connectivity classification over length 16,384Accuracy
Random guessing50.00%
S4 original88.10%
The “original” row in v3 Appendix Table 10; later improvements are listed separately as “updated.” Original Path-X setup: 6 layers, 256 channels, state dimension 64 per channel, one A100 40GB.[10]

READ THE ORIGINALS

Original sources

  1. The Best Optimizer Depends on Batch Size · v2
  2. The Best Optimizer Depends on Batch Size · author commentary
  3. From Parallel to Sequential · arXiv
  4. Small Batch Noise Restores Simplicity Bias of Muon · OpenReview
  5. SLDBench v2 · full text
  6. Training Compute-Optimal Large Language Models · 2022
  7. Can Language Models Discover Scaling Laws? · 2025/2026
  8. Monarch-Muon · arXiv
  9. Monarch-Muon · OpenReview
  10. S4 · arXiv v3, §§2–3 and Appendix D.2 / Table 10
  11. ICLR 2022 · official Oral and Outstanding Paper Honorable Mention list
  12. S4 author commentary · continuous time, recurrence, and convolution
  13. HiPPO (2020) · Recurrent Memory with Optimal Polynomial Projections
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2026-10-12 — 2026-10-14 · America/New_York

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