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S1: A $6 R1 competitor?

timkellogg.me

231–240 of 430 posts

Re: S1: A $6 R1 competitor?

#231
CoT is widely known technique - what became fully novel was the level of training embedding CoT via RL with optimal reward trajectory. DeepSeek took it further due to their compute restriction to find memory, bandwidth, parallelism optimizations in every part (GRPO - reducing memory copies, DualPipe for data batch parallelism between memory & compute, kernel bypasses (PTX level optimization), etc.) - then even using MoE due to sparse activation and further distillation. They operated on the power scaling laws of parameters & tokens but high quality data circumvents this. I’m not surprised they utilized synthetic generation from OpenAI or copied the premise of CoT, but where they should get the most credit is their infra level & software level optimizations.

With that being said, I don’t think the benchmarks we currently have are strong enough and the next frontier models are yet to come. I’m sure at this point U.S LLM research firms now understand their lack of infra/hardware optimizations (they just threw compute at the problem), they will begin paying closer attention. Now their RL-level and parent training will become even greater - whilst the newly freed resources to solve for sub-optimizations that have been traditionally avoided due to computational overhead

Re: S1: A $6 R1 competitor?

#232
Maybe this is why OpenAI hides o1/o3 reasoning tokens - constraining output at inference time seems to be easy to implement for other models and others would immediately start their photocopiers.

It also gave them a few months to recoup costs!

Re: S1: A $6 R1 competitor?

#233

Earlier quoted context omitted.

Now imagine where we are in 12 months from now. This article from February 5 2025 will feel quaint by then. The acceleration keeps increasing. It seems likely we will soon have recursive self-improving AI -- reasoning models which do AI research. This will accelerate the rate of acceleration itself. It sounds stupid to say it, but yes, the singularity is near. Vastly superhuman AI now seems to arrive within the next…

Yes, and Accelerationism predicted this development back in the 1990s, perhaps most prominently in the opening lines of Nick Land's Meltdown (1994) text: [[ ]] The story goes like this: Earth is captured by a technocapital singularity as renaissance rationalization and oceanic navigation lock into commoditization take-off. Logistically accelerating techno-economic interactivity crumbles social order in auto-sophistic…

Nice. Though I couldn't understand those "opening lines" until I read in your Introduction:

> For Land, capitalism begins in Northern Italy around 1500 with "the emerging world of technologists and accountants", the spiral interexcitation of "oceanic navigation and place-value calculation", and zero-unlocked double-entry book-keeping

Fibonacci, amongst many others, played a critical role that highly accelerative technology.

Re: S1: A $6 R1 competitor?

#234
From the S1 paper:

> Second, we develop budget forcing to control test-time compute by forcefully terminating the model's thinking process or lengthening it by appending "Wait" multiple times to the model's generation when it tries to end

I'm feeling proud of myself that I had the crux of the same idea almost 6 months ago before reasoning models came out (and a bit disappointed that I didn't take this idea further!). Basically during inference time, you have to choose the next token to sample. Usually people just try to sample the distribution using the same sampling rules at each step.... but you don't have to! you can selectively insert words into the the LLM's mouth based on what it said previously or what it wants to say, and decide "nah, say this instead". I wrote a library so that you could sample an LLM using llama.cpp in swift and you could write rules to sample tokens and force tokens into the sequence depending on what was sampled. https://github.com/prashanthsadasivan/LlamaKit/blob/main/Tes...

Here, I wrote a test that asks Phi-3 instruct "how are you" and it if it tried to say "as an AI I don't have feelings" or "I'm doing " I forced it to say "I'm doing poorly" and refuse to help since it was always so dang positive. It sorta worked, though the instruction tuned models REALLY want to help. But at the time I just didn't have a great use case for it - I had thought about a more conditional extension to llama.cpp's grammar sampling (you could imagine changing the grammar based on previously sampled text), or even just making it go down certain paths, but I just lost steam because I couldn't describe a killer use case for it.

This is that killer use case! forcing it to think more is such a great usecase for inserting ideas into the LLM's mouth, and I feel like there must be more to this idea to explore.

Re: S1: A $6 R1 competitor?

#235
post #53

If chain of thought acts as a scratch buffer by providing the model more temporary "layers" to process the text, I wonder if making this buffer a separate context with its own separate FNN and attention would make sense; in essence, there's a macroprocess of "reasoning" that takes unbounded time to complete, and then there's a microprocess of describing this incomprehensible stream of embedding vectors in natural lan…

I had this exact same thought yesterday. I’d go so far as to add one more layer to monitor this one and stop adding layers. My thinking is that this meta awareness is all you need. No data to back my hypothesis up. So take it for what it’s worth.

This is where I was headed but I think you said it better. Some kind of executive process monitoring the situation, the random stream of consciousness and the actual output. Looping back around to outdated psychology you have the ego which is the output (speech), the super ego is the executive process and the id is the internal monologue. This isn't the standard definition of those three but close enough.

Re: S1: A $6 R1 competitor?

#236
post #133

I found the discussion around inference scaling with the 'Wait' hack so surreal. The fact such an ingeniously simple method can impact performance makes me wonder how many low-hanging fruit we're still missing. So weird to think that improvements on a branch of computer science is boiling down to conjuring the right incantation words, how you even change your mindset to start thinking this way?

I mean the “wait” thing is obvious if you’ve ever asked an LLM to look at its own response and ask if it’s really sure about its answer.

Re: S1: A $6 R1 competitor?

#237

Earlier quoted context omitted.

The hard part is coming up with a good way to grade results. Which you need to update the weights based on the outcome, otherwise the model will not actually learn anything.

For the "looping" I'm talking about you don't need to update the weights. It is simply, old context in, new context out, new context in, new-new context out, etc. Of course, keeping that coherent over numerous loops isn't going to be easy. No doubt there is a chance it goes off the rails. So you might have a section of context that is constantly stable, a section of context that updates each loop, etc. In the other r…

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Re: S1: A $6 R1 competitor?

#238
post #133

I found the discussion around inference scaling with the 'Wait' hack so surreal. The fact such an ingeniously simple method can impact performance makes me wonder how many low-hanging fruit we're still missing. So weird to think that improvements on a branch of computer science is boiling down to conjuring the right incantation words, how you even change your mindset to start thinking this way?

> a branch of computer science

It should be considered a distinct field. At some level there is overlap (information theory, Kolmogorov complexity, etc.), but prompt optimization and model distillation is far removed from computability, formal language theory, etc. The analytical methods, the techniques to create new architectures, etc. are very different beasts.

Re: S1: A $6 R1 competitor?

#239
post #221

If an LLM output is like a sculpture, then we have to sculpt it. I never did sculpting, but I do know they first get the clay spinning on a plate. Whatever you want to call this “reasoning” step, ultimately it really is just throwing the model into a game loop. We want to interact with it on each tick (spin the clay), and sculpt every second until it looks right. You will need to loop against an LLM to do just about…

> If an LLM output is like a sculpture, then we have to sculpt it. I never did sculpting, but I do know they first get the clay spinning on a plate. That’s pottery, not sculpture. Traditionally in sculpture you start from a block of marble or wood, but you can also make sculptures of cast bronze or welded steel (or clay, but you don’t use a spinning plate).

Thank you for the clarification. I wanted to use some kind of visual to show the model in a loop. Otherwise, I’d just have to say explicitly that the sculptor is the one in the loop, as in the person will not stop chiseling. It’s in this infinite chiseling that we get our answers (same thing as finding a limit in calculus as it approaches infinity, we will never get the discrete answer, but we will get infinitely close enough to label a discrete point confidently).

In other words, we fly as close to the sun as possible and get our measurements :)

Re: S1: A $6 R1 competitor?

#240
post #53

If chain of thought acts as a scratch buffer by providing the model more temporary "layers" to process the text, I wonder if making this buffer a separate context with its own separate FNN and attention would make sense; in essence, there's a macroprocess of "reasoning" that takes unbounded time to complete, and then there's a microprocess of describing this incomprehensible stream of embedding vectors in natural lan…

The problem is that RL is extremely inefficient. It's one thing to use it for fine tuning an LLM to do the chain of thought trick and quite another to do thinking entirely from scratch. The pretrained LLM does a lot of heavy lifting there.

And it would have to be RL for your idea to work since there is no "thinking" dataset for a novel token space. There isn't even one for existing LLM token space, but they have the base model to work off of. When the thought is expressed in English, the model already knows the relationships between the tokens in the thought, it's merely repurposing it for a "thinking" application.

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