No. 104·中文精读

给 Transformer 写讣告的人:o1 与 Gemini 缔造者的全自动实验室

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

两位前 OpenAI 与谷歌研究员认为 transformer 已走到极限,瓶颈是架构而非规模,他们要建一座自动运转的 AGI 实验室。

节目音频00:00 / 49:11
中文精读由 AI 基于原始访谈改写,非官方翻译,可能存在偏差或错误;表述以原节目为准。

先给一组数字。QR 分解,一个 60 多年前就发明的矩阵运算,在 NVIDIA 最新的 B200 芯片上,业界标准库 cuSOLVER 只能跑出一个基准水平。人类工程师配合自动搜索循环,能快 7 倍。而全世界大概只有三个人具备的那种「高品味」高手,带着 AI 编码工具,烧了四周时间、大约 10 万美元的调用费,做到了 60 倍。

把这道题摆上桌讲的,是 Rohan Anil,Gemini 预训练负责人之一,Google Brain 时期的元老级研究者,二阶优化器 Shampoo 的一作,Google 内部出了名的救火队员,后来去过 Anthropic。

和他对话的是 Jerry Tworek,前 OpenAI 副总裁,Strawberry(o1 的前身项目)和 Reasoning 团队都归他管,把大规模强化学习真正做起来的核心人物。

两人现在一起创办了 Core Automation,旧金山最热门的新一代 AI 实验室之一。他们在 Sequoia 播客 Training Data 的这期节目里,聊的主题只有一个:Transformer 的天花板到了,下一代模型得换架构,而换架构的正确姿势,是把实验室本身自动化。

先承认它有多强,再谈替代

Jerry 最近发过一条推文:

「替代 Transformer 的第一步,是深刻理解它把我们带出了多远。」

主持人索尼娅直接问:这是给 Transformer 写讣告吗?Jerry 说,他最近的采访有一半时间在解释自己的推文。他的意思是,想替代一个东西,先得知道它擅长什么,它擅长的问题就别再碰,火力全部对准弱点。现在绝大多数架构研究在做的事,是让 Transformer 更便宜、更高效,很少有人研究怎么让它更强、更有表达力。看清强项和看清弱项,其实是同一件事,都是把它整个摸透。

他给过去六年做了个总结:业界真正掌握了两个算法,大规模预训练,和大规模强化学习。模型越做越大,拆开看,本质都在重复两种操作,MoE 和注意力,然后往里堆更多参数。

他判断,当下更好模型、更聪明系统的瓶颈,就卡在架构本身。是时候回头看看这趟开了六年的列车了。

基准分数涨了三年,真实世界纹丝不动

Jerry 的反思有一段很私人的部分。从进 OpenAI 第一天起,他就是强化学习最大化主义者,坚信把 RL 放大是通往 AGI 的必经台阶。看着 GPT-3 到 GPT-4 靠预训练一路涨、RL 几乎没动,他一直憋着一股劲:等 RL 放大的那天,所有问题一起解决。

2024 年要是有人问他 AGI 什么时候来,他的答案是 2025 年。

后来 RL 真的被放大了,他就在现场正中央。模型一个接一个地训,基准分数一条接一条地涨。真实世界的任务解决了吗?很遗憾,没有。

他看清了一个要命的重合:所有评测基准和训练任务,本质是一枚硬币的两面,训练什么就考什么。真实世界的分布要脏得多、乱得多,训练数据从来没真正覆盖它。去问任何一个训模型的人最大的痛点,答案出奇一致:找不到足够难的任务。可即便如此,真实世界的分布还是没盖住。

由此他得出结论:模型必须能在测试时学习,跟着用户,在真实任务、真实分布上边用边学。

那为什么今天的模型做不到?现有工具只有两件,各有硬伤:

  • 上下文学习。好处是没有灾难性遗忘,数据效率也高。坏处是容量太小。Jerry 用 Codex 干活,大约 20 分钟就得压缩一次上下文。「我们能学的东西,就 20 分钟的量。」
  • 持续微调。灾难性遗忘,数据效率低。这两个问题都不好解,好解的话早就有人解了。

所以他要找的,是一个能被元学习、能在架构层把「学习」本身表达出来的算法,并且能在长得多的时间跨度上工作。

Transformer 赢在经济学

主持人问了个技术史问题:OpenAI 早就想放大 RL,为什么最后是 Transformer 成了那个可放大的底座?

Jerry 的答案有点煞风景:两件事同时发生,起决定作用的是经济学。技术上 LSTM 也能放大,只是没人敢。scaling laws 论文对比过两者的曲线,Transformer 确实更好,但更关键的是账算得过来。训练 Transformer 的成本低于它产生的收入,这在机器学习里并非必然,算得上一种魔法。假如世界没发明 Transformer,我们大概还在放大 LSTM,模型更贵、产品更平庸,没人能说服任何人继续砸钱。

还有一层历史。OpenAI 当年押「可放大的算法」,学界主流押「更高效的算法」,同样算力下做得更好才叫科学,堆算力被反复批评不科学。今天这些模型,就是那次「不科学」的赌注换来的。

Rohan 补了一段 Google Brain 的现场记忆。Transformer 论文刚出来时,Ashish Vaswani、Noam Shazeer 那批人的工作,内部反响平平,同一届内部研究会上他讲的是在线蒸馏,没几个人当回事。原论文盯着的也是翻译这个具体问题,成绩大幅超过当时的系统。真正让所有人看到威力,要等到 GPT-2 和 GPT-3。

那这种事为什么要出来创业做?Jerry 说这是时机问题。最大的几家实验室正处在有史以来最激烈的市场竞争里,Transformer 能赚钱,资源都拿去赢下一个季度,谁也没心思认真押一个一两年后可能改写领域的东西,他跟所有头部实验室都聊过。小实验室则在全力模仿头部。所有人都在训同一个编程 agent,看最近一周的发布就知道了。总得有人走别的路,这是 Core Automation 想填的生态位。

Rohan 又补了一刀,解释为什么大厂内部也难做这种研究。他问过不少实验室里最好的研究者,把预训练和 RL 端到端合起来优化,大家都点头说值得探索,但排不进最高优先级,因为下一个发布周期的模型等着训。token 没有粘性,用户随时会换,公司只能卷发布周期,六个月以上的长期研究在很多实验室已经排不上号。

计算深度不足,和被冻结一年的模型

Rohan 给架构下了个极简定义:架构就是花钱的方式,决定计算怎么花。

现状是这样的:预训练造出一个固定上下文长度的 Transformer,RL 来了说这不够,我要更多计算,怎么办?一次吐一个 token 地往上加。这在推理侧极其低效,于是全行业都在做 speculative decoding 这类补丁,本质是给「一次只能生成一个 token」这个设计打补丁。

Transformer 的老毛病叫计算深度不足。现在训练的模型大多不超过一百层。深度学习当年叫「深」学习,图的就是更深的表示,可到今天,没有人真正展示出模型学到了极深的表示。思维链加 RL 是一种加深的办法,每多一个 token 就多一条计算路径,推理时扩展由此而来,代价是模型为了变好必须吐更多 token,还是一个一个吐。Rohan 说,光是把「怎么增加计算深度」这个问题正经摆上台面,就能开出二十个新方向。

他还讲了两条大厂研究的现实。第一,基础研究从立项到进入产业,过去通常要五六年,前提是组织层面认定它重要,他在 Google 时是预训练最大化主义者,一门心思训最大的模型,这种内心的信念缺了就做不成。第二,理论上最优的架构没有用,得在硬件上跑得快,得有人写 kernel(算子内核)、做生产化,端到端闭环,全世界有这种整合团队的实验室屈指可数。他担心的是,放任现状,替换 Transformer 的时间会比应有的更晚,而 token 成本已经有人抱怨,前沿模型能服务到的人群其实很小,从 Google 服务十亿用户的心态出发,总得有人把效率打上去。

Jerry 对天花板的判断,来自一个思想实验。预训练把互联网知识蒸馏进模型,RL 把想要的工作流烤进去,Transformer 的极限是装下人类已有的全部知识,学会任何有训练数据的任务。然后问一个问题:如果 OpenAI 和 Anthropic 今天停止训练新模型,就用手上这个最强的,一年之后会发生什么?

答案是它变得越来越没用。世界会出现新事件,事件之间有新关系,会有新任务、新代码库、新工具。Transformer 的价值必须先出现在训练里,它才有用。它有适应能力,但很小,很不灵活。

所以在 Jerry 眼里,Transformer 是一件需要人类操作的工具:得有一个懂它局限的人写好 prompt,模型搞砸的任务回收进训练数据,再由实验室重新训练,整个改进闭环必须经过实验室。

主持人提到 David Silver 和 Rich Sutton 的文章《体验时代》,问他认不认同。Jerry 说,从经验中学习这件事一直都在,RL 也不新,TD-Gammon 上个世纪就解了双陆棋,后来是围棋、星际争霸、Dota,现在是编程,每一次都是模型写自己的经验、再从经验里学。真正有意思的是,RL 只是从经验中学习的一种数学形式,它并非终点。现在的 RL 特别依赖并行 rollout,靠它降方差、对比模型在平行世界里的表现,人类学东西的方式跟这完全两回事。

他打了两个比方。踢足球很像 RL,一脚一脚踢,每次微调一点,看结果跟预期差多少,自我强化就发生了。学数学完全是另一种,读很难的概念,在脑子里反复想,直到某天「咔哒」一声全连上了。两种都是从经验中学习,机制却完全不同,大脑里可能不止一种学习算法,它们协同工作。我们正把史上最多的算力花在「从经验中学习」上,但 RL 不会是这件事的尽头。

困惑度是错的尺子

Rohan 的切入点是测量。预训练的本质是压缩,指标是困惑度,然后发现堆参数、堆算力,每翻一个数量级,指标涨一小截。他说这适合造先验,但用困惑度看问题,从一开始就瞄错了靶子,应该看端到端的结果。

他举了个例子,顺手把老搭档卖了:他训一个模型交给 Jerry,Jerry 拿去做 RL,会把他所有的困惑度指标全部摧毁。那这个指标还剩什么意义?预训练是走到今天最好的打底方案,下一步得把预训练和 RL 合成一个训练过程来看。一个数量级的效率提升,就从合并这里来。

合并这件事,顺带牵出他的老本行,优化器。2016 年他在 Google 做逻辑回归的大规模优化,玩的是神经网络兴起前的大规模线性求解器 Sibyl。同事 Vineet Gupta 有一天走到他工位前:听说你优化方法写得好,我们在白板上磨了个想法,帮我们实现,并且确认它能放大到神经网络训练。那就是后来的 Shampoo。

经理 Yonghui Wu 一路支持到 2024 年他离开,社区里大多数人则不感冒:用 Adam 不行吗,时间花在别处不好吗。后来 Shampoo 用在了 Gemini 1.5 Flash 上,社区才热起来,SOAP 等论文跟进,大约 2 倍的提升。他自己的评价更狠:Shampoo 依然很弱,训练时可用的大量信息根本没被用上。

优化算法决定了你能发现什么架构。这是他反复强调的一句话。残差连接对训练深网络极其有用,现在有人用更强的优化器把残差连接去掉,照样学到深层表示,前提是优化器够强。优化器和架构是一枚硬币的两面:强优化器配难优化的模型,弱优化器配好优化的模型,到处都是这种取舍。

RL 那头同理。模型要解码一长串思维链,才能把一比特的信息写进网络,反馈还稀少。这是最容易拿到数量级提升的靶子。

主持人问:能追上生物学习的效率吗?Rohan 的回答很干脆:至少在现有硬件上,够呛。他引 Jeff Dean 的说法,人脑是自己给自己建模计算:边长大边搭电路、边搭学习算法,死了,就都没了。神经网络反过来,硬件一直在,学得却很慢,要靠大量并行才能挤进去一点信息。除非硬件走向模拟电路、解决误差校正,否则差距还在。「我们(人类)是安全的。」

一座想让自己失业的实验室

Core Automation 的使命,Jerry 的总结很短:造一个能从部署中持续学习的模型。Transformer 做不到持续学习,也没有办法把持续学习装进 Transformer,所以必须找新架构。找的办法,是把实验室本身做到最自动化:快速、大规模地做实验,带着强先验,高效搜索架构空间。

他们的自动化观有点特别。Jerry 说,自动化的版本是给每个人最大程度的能动性。人走路有走路的距离,骑车能去更远的地方,开车能去更远得多的地方。人手耕田只能种一小块地,有了机器就能种一大片。把人从环里彻底拿掉,暂时不在目标清单里。

速度指标很具体:今天的流程下,一个研究者一天能跑成至少一个完整实验,就已经超过以往任何时代的迭代速度。没有哪条物理定律拦着,也许有一天是每天 10 个,再往后 100 个。整个团队高度 agent 化,用一个小团队,测一测组织效率的极限在哪。

AGI 的定义,Jerry 现在给得很具体:

「AGI 是一个能在完全没有人类参与的情况下改进自身的模型。」

这是「在经济价值工作上超过所有人类」的子集,因为改进 AI 模型本身就是人类在做的高价值工作。而把人类从环里拿掉,到目前为止出了名的难,他几乎找不到 LLM 纯自动跑通的任务。人和 LLM 的混合体非常成功,纯 LLM 则完全不行。2024 年到 2025 年初他看明白了:现在这条路到不了那里,需要在测试时学习上做真正严肃的研究。

六个月路线图,Rohan 讲得很实:自动化 kernel 生成。他们手上有 Blackwell 架构的 GPU,要压缩的时间是从「一个能让瓶颈消失的架构新想法」到「在 GPU 上跑到最高 TFLOPs」的距离。QR 内核比赛就是标杆:cuSOLVER 是基准,人类加搜索循环 7 倍,那位高品味人类带着 agent 烧 10 万美元做到 60 倍。今天的模型离 60 倍很远,把 Anthropic、OpenAI、Gemini 的模型拉来,这道题都解不了。这就是他们想自动化的内环。

为什么死磕 kernel?Rohan 做过三个项目,两个进了产业,两次都卡在同一处。二阶优化方法,kernel 是生死线,在 Google 不可能花 10 倍算力换 2 倍收益,预算只有 20%,kernel 效率决定项目活不活,全公司能写那种 XLA 深水区代码的只有两个人,写了两年。N-grammer 是 2020 年和同事做的项目,用额外的 n-gram 记忆替代 Transformer 的一部分参数,需要硬件加速稀疏的 gather 和 scatter 操作,跟 TPU 团队的会约了又约,赶上疫情,硬件始终没来。等他快离开 Anthropic 的时候,DeepSeek 发表了改进版的同类思路,用 n-gram 嵌入替代 MoE,scaling 曲线成立。一个想了五年的想法,别人先做出来了,他说挺为对方高兴。

他的结论:不写 kernel,架构搜索的一大片状态空间根本进不去。QR 这类基础操作跑得够快,训练、优化器、特征值分解的一整套新算法才打开。

怎么知道自己找到了?Jerry 的经验是,每一份成功的研究,都有一张别的曲线画不出来的图。那张图出现时往往已经很晚,因为早知道自己要找什么。他半开玩笑说,这辈子最好的几张图,都是先在梦里见到的。深度学习系统环环相扣,通常要连对五件事才能跑起来。他们要找的是测试时学习的系统,判据很日常:Core Automation 的系统每天都在变擅长做 Core Automation 科学家的工作。团队集体去度假一周,看实验室自己能不能产出更好的东西。度假回来发现有效果?那就把假期延长,两次、四次,直到永久假期。

最后,把这期节目里明天就能用的东西列出来:

  • 给依赖的 AI 产品做一次「冻结测试」:假设模型一年不更新,现在的工作流还剩多少价值。哪些环节在吃模型的新知识,哪些环节真正需要持续学习。前者是工具,后者才是护城河。
  • 评估模型和 agent,只看端到端结果:基准分数和困惑度式的代理指标,会被下一个环节的训练摧毁。拿自己的真实任务跑一周,记录成功率和返工率,比看任何榜单都有用。
  • 挑一个有明确验证标准的瓶颈问题,让 coding agent 跑一次搜索循环:QR 比赛给出的参照系是,人类加自动搜索能拿 7 倍,舍得烧 10 万美元 agent 费用能冲 60 倍。工作里那个所有人都忍着的低效环节,值得先花一个周末试试。

Jerry 在节目最后留的那句话可以当注脚:最好的图先在梦里出现,剩下的时间,是把五件要对的事情一件件连上。

文稿来源:Megaphone 音频 + Whisper 转写;机器转写可能有识别错误,人名与数字请以音频为准。
If I play football, for example, it looks very, very closely to reinforcement learning. I kick a ball a lot of times and every time I adjust it a little bit and I see if it roughly matches what I wanted and there's some self-reinforcement happening. When I learn mathematics, it's a very different type of thing. It's like reading about hard concepts and thinking about them very deeply inside my head until things click and until I have them connected. And both of those in some way are learning from experience. They are just very different. We probably are spending the most compute than ever on learning from experience, but reinforcement learning is not the end of learning from experience. And there will be better approaches that researchers will be coming up in the coming years on how to use that data. Jerry, Rohan, thank you so much for joining us today. The two of you are the founders of Core Automation, one of the hottest neolabs in San Francisco right now. And before starting Core Automation, you led some of the most important research projects of the AI era. Jerry, you were VP of OpenAI, where you worked, amongst other things, on running the Strawberry and Reasonings teams. And Rohan, you were one of two of the four pre-training leads at Gemini. And before that, led a lot of the fundamental AI research at Google Brain and were the fix-it guy across Google and then at Anthropic. And so between the two of you, you've seen more than your fair share of what the world looks like in terms of doing frontier research. And so I'm very, very excited to dig in. Let's start with you, Jerry. You tweeted a very spicy take recently. The first step to replacing Transformers is appreciating deeply how far they were able to carry us. Is that a eulogy for the Transformer? What does that mean? Thank you very much for inviting us here, Sonia. I feel like a lot of my interviews these days is explaining my tweets and what did I mean. But appreciating Transformer means understanding what it does well. So you're not solving the problems that it is solving well. You have to focus on its weaknesses. You have to understand good parts and bad parts. And it's very easy in a lot of the work what people are doing in architectures is trying to make Transformers cheaper and trying to make Transformer more efficient. I very rarely see people thinking about how do we make Transformers more powerful, trying to do more expressive. But seeing someone weak parts and seeing someone strong parts are almost the same thing. It's just understanding the shape of Transformer a little bit more. What I think right now we are in this stage, we got really, really good at training really, really big models. We mastered two algorithms. We mastered pre-training at a large scale and we mastered reinforcement learning at a large scale. And I'm asking myself a lot what is next in machine learning. I think at this moment what the bottleneck is to better models and to smarter systems is the architecture itself. It is this moment to revisit the train we've been riding for the last six years of trying to add more and more parameters to essentially two of the same operations, which is MOE and attention. And when I am thinking about it, like where we are today and what we are doing, I am thinking a lot about what codecs and what cloud code are doing for us. And I'm really, really appreciative of those systems and of the coding and of the workflow automation and of the systems of the products that we have today that we essentially have built over those six years of scaling. And I think this is the first step of thinking. If we want to work on replacement, we need to see where we are, what problems we have solved to start seeing what the next stage is, what problems we haven't solved yet. What kind of are we missing? And this is kind of whenever I use codecs and I am successful at a task, I also start thinking, why didn't I try to push that thing harder? Whenever I come to work, there are a lot of things I do with codecs, but I still come to work. I still ask it to do certain things for me. And I'm always asking myself, why am I even needed there? Why is core automation is name and its concept is we want to be automating tasks. And why are those things not yet automated? Why is not codecs doing everything for me? And this is the question of like the research where we want to go. And with that research, I'm trying to think what kind of models, what kind of systems do we need? What kind of qualities do we need? That we don't have today. And that's what I'm thinking about these days. And you have this starting premise of the architecture is the issue, which I think is a contrarian point of view. So what led you to that point of view? What did you see that made you think the architecture was the issue? It's fundamentally what is the issue. It's like comes back from the previous implication. What I think is the issue is that the models are being trained in the lab and are being deployed in the real world. That is the fundamental tension that is there. And like a bit of my disappointment comes from my personal story. Whenever we were starting the research and progress on scaling up reinforcement learning at OpenAI, I basically believe that scaling up reinforcement learning is a necessary stepping stone on a path to AGI since I started working at OpenAI. And I was always reinforcement learning maximalist. I was always believed this is what we need to focus on. This is what we need to do. I've seen LLMs being scaled up to higher and higher levels through GPT-3 to GPT-4. And we were still doing very little RL. And I had this internal belief that the moment we start scaling up RL, we'll solve everything. We'll be able to solve all the problems. And we eventually started scaling up RL. I was just in there. I was in the center of it. I was thinking here we are. If you ask Jerry in 2024, when do we get AGI? I would say 2025 will be that year. This is where we solve everything. And I saw us training model after model. This model was getting better and better. All the benchmark scores were going up. And did we also solve all the real world tasks at that moment? Unfortunately, unfortunately not. We still have work. And I realized there was this bit of distinction as all the benchmarks that we are evaluating our models, they were essentially the same thing as we were training the models on. Like all the evals and training tasks are the same sides of the coin. But the real world distribution and real world task is much messier, much murkier, much more, much more different. Our training data didn't really replicate the real world use cases. And despite us basically maximizing all the tasks, if you see, ask anyone training models, Hey, what is one of your main issues? I don't have hard enough tasks. I don't, I don't have what to train our model on. Yet we are still not covering the entirety of the, of the real world distribution. From that, my conclusion is we need to have models that learn at test time. We need to have models that learn with users on their data, on the real world task, on the real world distribution. And there, when you are asked why, why, why, why, why don't we have that today? Why, why, why, why are transformers not, not learning any anywhere? And there are essentially two types of learning that we could be doing at test time. We could be doing in context, learning essentially of transformers, which is, it doesn't have fundamental problems of catastrophic forgetting. It doesn't have that issue. It is pretty data efficient. So that, that is great, but it's not very scalable. We only can have so much of it. It is limited and has some more, even more of mechanical limitations of what actually are you doing when you, when you build context, but maybe, maybe we can, we can come back to it later. But we have, we have in context learning, which is very limited and very, very small amount of data. Whenever I'm using codecs, roughly after around 20 minutes of usage, I need to, I need to compact it and move and move it afterwards, which is not that much, not that much data. We have all, all we can learn is for, for 20 minutes. It's not that much. And the second thing is fine tuning. We could try to continuously fine tune our models, but then those have the issues of catastrophic forgetting. We have issues of very low data efficiency and neither of those are very solvable. Neither of those are very easy to, to find ways people have been trying. If there was, were easy to solve some already solve it. So my personal belief is we need to find an algorithm that we can, we can meta learn, we can express on the architectural layer that can represent how does, how does learning look like? How does learning look like that can work on much, much longer horizons? Do you expect the architecture will look transformer-like? Because my, my, my understanding from the, from the chief seats is that, you know, OpenAI had been trying to scale up reinforcement learning for a long time and it wasn't until the transformer came about that it seemed like there was an even kind of scalable prior on the world upon which to even scale RL. And so how do you even go about trying to think about scaling up this, this new regime? Yeah. Yeah. It's a, it's a great question. I think those two things happened at the same time. But if anything that, that happened there was, was mostly about, about economics because technically you can scale up LSTMs. Just no one, no one really, really dared to go in that direction. And they did scale much, much more poorly. They are, they're, they're, they're scaling in a scaling last paper. There is a, presented a comparison of LSTMs and transformers and fundamentally the scaling love of transformers was better. There is a world where we never invented transformers and we would be scaling LSTMs and we would be having some models, but because they would be much more expensive to train and much less impressive as a product, we would have, would have just a worse experience. And maybe no one would be able to convince people to spend as many dollars training that those gigantic LSTMs because we wouldn't get a market return. The, the, the majestic thing about transformer, which goes back to like, why, why, why, why do we have to appreciate transformers so deeply is that transformers are economically valuable. The training them, the cost of training them is lower than the revenue that they, that they generate, which is just magic of machine learning. It's not, not guaranteed by itself, but for, for LSTMs, it probably wouldn't be that way, which, which, which made it happen. But you can, in many ways you can scale most of the architectures. Uh, I think, I think a lot of reasons why people didn't scale things before was because researchers before opening, I had a lot of reluctance to scaling. It was often seen as unscientific and, uh, research in algorithm was, was providing, how do we become more and more efficient? How do we, for the same compute budget, get better, better results? And it was, it was a bit of a contrarian bet by open AI at that moment to try to say, Hey, we don't care about better and better algorithms. We care about more and more scalable algorithms. And how do we, how do we pour more and more compute and get better, get better results, which open AI was criticized repeatedly by many people in the community for, for a long time. But thanks to that, we have, we have the models that we, that we have today. I think there are tons of architectures that can be scaled up and I am part of the core automation's mission. And our, our belief is that a lot of architectural research happened at too small scale for too long time. A lot of people are trying to say, Hey, let's, let's try to first try our architecture on a, on a, on a, on a small dataset on a small, in a small compute regime. And then, and then, and then see where, where, where, where, where it scales only after, after you prove itself. But for example, when you do work on reinforcement learning, you know that to get to any interesting results, you only, you need certain level of compute to even see the capabilities in the model. Reinforcement learning needs a baseline of, of, of ability to only, to only start working. So, so where I am coming from, probably there are many architectures that need a baseline of compute to even start doing anything, anything interesting, anything useful. Can I ask you then maybe a touchy question? Please do. If you need a baseline of compute, that sounds like a job that would be well-served inside of a big research lab. Why start a company to go do this? It's a, it's a great question. And it's, I think in many ways, it's likely a timing thing, timing issue. Market is right now in a, in a very specific place where the biggest and the most successful labs by coincidence or by fate are probably in the most competitive market fight ever right now, which makes them not very keen on trying different paths, trying alternatives. If transformer is profitable and if you can spend more efforts and more resources scaling transformer to win in the next quarter, it's very hard to put at least a lot of attention and a lot of energy to work on something that will, that will maybe better on maybe, or maybe we'll, we'll redefine the field in a year or two. So, so I think the biggest, biggest labs and I talked to basically all of them don't, don't have that much interest in trying the alternatives to, to transformer and the labs that are not the biggest are doing whatever they can to do what the most successful labs are doing. And everyone is trying to train the same, the same coding agent. If you look at the last week's releases, everyone, everyone is trying to release a coding agent right now. And, and I think we need different paths and different, and different approaches here. So, so that's what the niche in the ecosystem we are trying to, trying to fill in. Hmm. And Rohan, you were at, you were at Brain when the transformer was invented. Do you, do you agree with Jerry's eulogy for the transformer? Yes. In some sense, like, once the first when the transformers, Ashish, Noam and others came up with it, I had like work, I worked on my work on online distillation around the same time we presented it at the same internal research conference. It wasn't a big deal internally. There was only a few people who actually got it. Hmm. A lot of people were like, oh, it's, it's like, yeah, it's another work. And people were finding ways to, and it was also very focused on, at least the original work was very focused on a real problem, which is translation. So they saw like the Beatles DM on translation and it took opening up. I mean, internally at Google, there was definitely like Noam and a few others were definitely interested in scaling language models. I think it is until GPT-2 and GPT-3 that we saw the benefit of transformers working quite At least the way I think about architecture is how do we spend computation and transformer is one way, very efficient way to spend computation. But now that I look at the industry, it's, it's a lot of our computation is inference time and spending it on tokens. Let me ask this question. Like if I want to optimize for a better architecture, I want to look at both pre-training and RL together. And I would like to find architectures that spend computation much better than current chain of thought token generation. In at a, like to give a much better overview, it's, I think of like pre-training has built the transformer with certain context length and RL comes in and it's like, well, that's not sufficient. I need more computation. Let me do it via adding one token at a time. This is quite inefficient from like inference perspective. You're doing one token at a time. So most of the solutions have been finding to do better ways of speculative decoding. So it's like a band-aid to a problem that we've picked something that's can only generate one token at a time. So autoregressive decoding. Uh, there is problems with the transformer in terms of how do we spend the computation, uh, for the longest time. I think, uh, most of the world was training very large, dense models and it took, uh, like the industry, like roughly two to three years to get, to refine the architecture to what we now take for granted was not obvious to a lot of people, sparsity and mixtures of experts. And getting good training efficiencies with them. Right. So then you can ask like, what's wrong with the transformer? Well, it's, if the computational depth is poor, you, how do we increase computational depth? And just posing that question opens up like 20 new directions on how we can modify the mechanism to incorporate it. So, um, I see like to do work like this, it takes time. And usually like fundamental research in the past have taken like five, six years to land into industry. And it's largely from organizational knowing that it is important. This is the bet. Like, just like, uh, Jerry had the inner belief that RL is needed. Absolutely. Do not have that belief at Google. I was a pre-training maximalist. Pre-train a biggest model. You guys are a good fit. Right. Like, right. And then, so that inner belief. And second is you need your architecture to run efficiently on hardware. A theoretically optimal architecture is not useful to anyone. It is something when it comes into practice. So you need, uh, the research inception to getting it productionized and getting kernels and everything written. The end-to-end loop. And there's only a few places right now which have integrated teams doing that. And I think we have built a team in a way that puts every, like the experts together, not in different silos that like we are accelerating on having everybody look at the problem holistically from end-to-end. So that's like where I'm quite bullish. That's why I'm here. Um, the current mechanisms are quite poor. And it will, if, if you leave it to the world, I am afraid that it will take us like a much longer time horizon before we replace the transformer. And I think a lot of folks are already complaining a lot on token costs. And, uh, that seems like as someone. We're not complaining. Uh, I mean, in terms of like, yeah, exactly. I come from the Google mindset where we had to like serve billions of people. So like finding more efficient architectures that fit, have a, like a deadline on latency and the number of tokens that you can serve. So like, when I look at that, like the amount of like the world that can use like frontier tech is very little and we, someone or some group has to, uh, like accelerate and make this better. And we are taking that shot at doing that. The current technology just scaled up is still only relevant to, uh, like a subset of humans. Yeah. And this is the bet we're making. So one of the things I heard you say was the problem with transformers is the computational depth is poor. Yeah. If that's the crux of the issue, tell us what does that mean? Why is that the case? How do you fix it? I can, uh, give you like, uh, one insight, like most transformers that we train are quite shallow. That's at most like a hundred layers deep. Uh, depth is like, it's called deep learning because you wanted deeper representations. There has been experiments on going into depth, but no one has actually been able to actually shown, uh, us learning extremely deep representations. Chain of thought reasoning and RL to do chain of thought on by model itself is one way to increase computational depth because every token you add, you add like one more pathway. And there has been, uh, so then you can get out of like this bottleneck that the pre-trained architecture has set you up on. You can only do a layer, a number of layers times, uh, sequence length. Now you can increase the sequence length and you get much stronger results. You can do inference time scaling. Now, uh, the issue with inference time scaling is that models now have to produce more tokens to get better results. And that's very one token at a time. And from this, you can see like you can directly address many of these things. And this is like a subset of work that we are looking at, right? Making this much more efficient. What's your forecast for the transformer based architecture? If it's not the end state, how far can it get us? When do we start to see it topping out? Uh, I think it all, it all comes back to what we are, what we are training transformers for and what we can, what we can do with them. We're doing pre-training, which is very good at distilling all the knowledge from the internet into transformers. And then we can ARL them through, which is, we basically can bake all the workflows that we want into a transformer. So what, what, what, what transformer is like capped out is we have all the knowledge of, of, of humanity in the model to get the relationships and how do they, how do they work together? How, how they can be combined. And basically any task that we have training data for, we can, we can put into the model. And we, this could be gigantic model, train with a lot of compute on all the, on all the, all the data in the world. And then if we ever stop training that model, what would, what would happen? Like the, the, the question worth asking often, I'm thinking about transformer, what would happen if OpenAI and Anthropic stopped training new models? And we got, we got a transformer we have today and say, this is, this is it. This is, this is, this is the best, the best model we have. Uh, months pass, uh, year, year, year, year, year, year pass. And the model is getting less and less useful. Maybe the lab really like recorded all of every human on earth, what they were doing and what their, what their tasks were and their environments and put them, put them in the model, put them in a, in a learning environment. But then, then, then, then what happens if the, if anything of that changes, if there are new events in the world, if those new events have new relationships between them, if there are, there are new types of tasks, if there are new code bases, new tools to use. Transformers are getting a lot of their usefulness and value through the things that are, that are valuable have to be present in, in, in, in, in, in training. And when, when, when, when, when they are not, they, they, they, they suffer. There's some ability to adapt, but it's not very, not very big and not very, not very flexible. So in my mind, this is, this is kind of the level where the, where the transformers, uh, top, which in many ways, what I think is a, is a tool to use for us. If we, if we, if we kind of know if there's a human who knows the limitations of a transformer, they can, they can schedule that model. They can, they can write a prompt of what is, what is, is the task that you want. And by doing the training we are doing, you can, you can like get very successful and that, and any task, the model fails, you can add it to your training data and the model and the model can, can succeed. But that, that loop is, has to go through the lab training, training the model for you. And if the model that, that fundamentally needs to be trained in the lab, like how much do you think of it that this is, this is the goal or, or, or you would want to be able to update the model somehow not having to, to go back there. Have you read the, uh, Rich Sutton and David Silver have this paper, the, the age of experience. Have you read it? I'm curious how much you agree or if you have any different opinions, where your opinions diverge. Reinforcement learning is not a particularly new approach, particularly, particularly new thing to do. So, uh, in some way, in some way, age of experience, I think, I think always has been there and people have been criticizing a bit pre-training because pre-training very clearly is, because this is the other way of, of looking at the models, which is like, we have static data, that data is mostly generated by others. Although I have this personal view that pre-training today is largely distilling other models, all their models into the new model, because most of the tokens in the internet are, are coming from, from, from AI, but there, there's clearly pre-training, which is, which is behavioral cloning, which is mimicry, which is, which is compression of, of, of, of, of internet data. But reinforcement learning is not something that, that people haven't been thinking and people haven't been, haven't been doing. Reinforcement learning was used to solve by Gammon back in the day that it used to solve Go, Starcraft, Dota, and to solving programming right now. And every, every time it comes down to model writing its own experience and learning, learning from that experience. But this is very clear. And what I think is interesting and what I think is still, is still perplexing to people that reinforcement learning is not really the only way to learn from experience. And there, there will be more, and there will be, there will be a little bit more of, I think, you can call it algorithmic, but essentially innovation of how we learn from experience. Just because, just because reinforcement learning is only one way to do it. It's a mathematical formulation. And especially right now, how we are using it, it really likes those parallel rollouts for variance reduction and for, for comparing how the model does in parallel versions of the world, which is not, not how we do, not how we learn from experience. We learn from our experience much more efficiently and much more. We use, we use those in many, in many, many ways. At some moment, I've been trying to explain to people that what, what brain does, how, how we learn. So there's one learning algorithm in a brain. I think, I think there are, there are multiple actually, and they, and they, they work together. But if I play football, for example, it looks very, very closely to reinforcement learning. I kick a ball a lot of times. And every time I adjust it a little bit and I see if it roughly matches what I, what I wanted and I, there, there are some self-reinforcement happening. When I, when I, when I learn mathematics, it's very different type of thinking. It's, it's like reading about hard concepts and thinking about them very deeply inside my head until, until things click and until, until I have them connected. And both of those in some way are learning from experience. They are just very different. So, so summarizing my thinking of the learning from experiences that we've been doing it for a while. Well, we probably are spending the most compute than ever on learning from experience, but reinforcement learning is, is not the end of learning from experience. And there will be, there will, there will be better approaches that will, researchers will be coming up in the coming years on how to, how to use that data in every nature, nature settings. Interesting. Rohan, I'm curious, since a lot of your work has been around optimization and efficiency, how do we get to a orders of magnitude more efficient, I guess, more compute efficient and more data efficient learning algorithm? I'd start with measurement. I think pre-training as we define it right now is about compression. We look at the perplexity and then measure how do we decrease the perplexity. And then we find that scaling and increasing parameter count and putting more compute is the way. And every time we increase compute in log scale, we get this epsilon more improvement in these metrics. This is, I think, this is fine for building the prior, but I think this is the wrong way to look at the problem. We should be looking at the end to end. What are we training these models for? Look at the outcome. Like, for example, I trained this model and give it to Jerry. Jerry will do RL and destroy all the perplexity metrics that I have created. Right. Like, so then it's sort of like it was the best way we had so far to attempt to solve the problem. And I think the labs and everyone else have done a great job in producing intelligence that's super valuable and makes my work so much fun. But it was the bootstrap process to get there. We have to combine pre-training and RL together. And that's like where one order of magnitude improvement would come from. And that's like a training procedure. You can say it's a learning algorithm. In terms of optimization, my story is I started optimization at Google for logistic regression back in 2016, got nerd sniped by it, worked on some solvers for what we used to call Sibyl, which was the large-scale linear solver that was used at Google before neural network took off and then replaced this. Then I asked myself, like, what do I want to work on with neural network? And it was quite clear, like, I want to understand the training algorithm and make it better. And then someone, Vinit Gupta, just showed up one day at my desk. It's like, I heard you're really good at writing optimization methods. We have this idea that, you know, like we worked hard on a whiteboard and what turned out to be the shampoo algorithm. Can you help us implement scale, make sure it works at large scale for neural network training? So when I was working on this, I thanked my manager, Yonghui Wu, who supported it throughout that until the end of my tenure in 2024. But largely, the community and most of the other people were not as excited by this idea. And for me, this was the most exciting thing because I was like, I'm putting in computation and making training better. This is the thing I have to figure out. I will spend as much time I would take to do it. And then people were making this assumption, oh, why, like, what's the upper bond? You could still use Adam. That's fine. Like, why are we, you could spend all the time on everything else, not optimization. But in some sense, optimization is like, like, you have a model, you're optimizing it, you want to optimize it better. Now, connected to some of the stuff that we talked about architecture, what has happened is that a lot of the work that we've done in architecture is to make these networks train. And in some sense, it's like two sides of the coin and optimization and architecture go together. You could have a stronger optimizer, train a much more harder to optimize model and get better performance. Or you can use a weaker optimizer on easier to optimize models and get decent performance. So there are these trade-offs that appear all over. And for me, I spend a lot of time working on it. I think we used it for Gemini 1.5 Flash. And then, like, the community started getting, like, more interested in it. There was the soap paper published. We have, like, an entire literature of, like, shampoo soap, all, like, bath time, the things that you would use. And then it was quite clear, like, so that was, like, maybe a 2x improvement over what was happening. But even then, if you look at shampoo, it's quite weak in what it's doing. It's not using all the information that's available to you when you train. And as you use more and more information as part of training, you can get better improvement. And in some sense, like, your optimization algorithm defines what architectures you will discover. Like, I have colleagues. It's not very popular in the literature. It's only, like, maybe four people in the world care about it. Kind of ideas that are extremely interesting. Like, residual connections have been extremely useful for training neural networks. There are folks who have now, like, gotten rid of them and learned deeper representations. But they needed a better optimization method. So, like, for me, optimization methods and the question you asked is just, like, how do we get there? It's combined with architecture and thinking about the problem end-to-end. It was where a lot of the computational efficiency is in. And I also see Aral as spending a lot of compute, not as efficiently. And so, like, if you could spend it, because you don't get much feedback and you're spending a lot more compute because you have to decort all this long chain of thought to get this one bit of information into the network. Seems quite an efficient and easy target to get orders of magnitude on Tompa. I can go on talking about optimization all day. I love it. Do you think we'll ever approach or surpass biological learning efficiency? I do not think so because I think we would need to change. Maybe, like, that was a strong statement. At least with the hardware we have, it seems pretty unlikely. It, our biological, like, we have something, as Jeff Hinden says, model computation. So, we built our own circuit as we grow up and we built our own learning algorithm with the hardware and then we die and then we're gone. Neural networks are quite different. Our hardware stays, the neural network stays. But it's learning very inefficiently and you need a lot more of them and a lot of parallelism to get small amounts of information through. So, until I think we design hardware to be much more, like, how humans operate, maybe more analog, figure out how to deal with analog circuits and figure out how to do with error correction, figure out how to get information through, it'll be much harder. We, I think we are safe. Safe. That's an interesting way to put it. The idea that pre-training and RL should be optimized end-to-end seems like such a, you know, clear, maybe obvious statement. Do you think, do you think the labs realize this and is it just hard for them to, you know, get rid of org charts and process to be able to make that come together? Or what stops the labs from being able to unify the two? I don't think it's as obvious. Okay. Because it's a completely, again, different optimization problem. You have a prior, you're doing roll-outs, you have higher variance, and then pre-training is much larger batch and like more parallelism or compute for the unit of time that you can spend. So, it is not an obvious thing for folks to combine these two training procedures until you think a bit more like, why is it that the naive combination doesn't work? So, that's one. The second one is, if I poll like some of the best researchers in these labs, they would say, oh, this makes sense. We should probably explore it. But it would be probably not in the top bucket because they have to train a model for the next cycle before. It's like, as Jerry said, like there are companies now competing for release cycles because tokens are not sticky. So, it's much harder to do long, slight, like even long-term research of six months in many of these labs in the environment they added. So, it seems like one of the core premises for core automation is, you know, you're starting at the lab at a time when, I know Sam's been talking about the AI scientists. I think Dario's been talking about the AI scientists. It seems like your job as researchers has actually fundamentally changed. And you get to start the company native to that era. And as a result, you're maybe going to be able to run a lot more experiments than otherwise might be possible. How automatable do you think the research job is? And how are you guys approaching building your lab to be as, I believe your mission, one of your missions is to be the most autonomous lab there is? Most automated lab. Automated. Yeah, lab in the world. And to start with, I think the automation, the version of automation by core automation is about giving each human maximum level of agency in some way. It is, we are not trying to really get humans out of the loop, which is like one version to automate, but it is about give humans ability to do the most with their amount of time. Whenever you are walking, you can get some distance. Whenever you get a bike, you can go walk a larger distance. Whenever you are a car, you can go much, much, much, much larger. Whenever humans started farming, they had to farm by hand and work on a small plot of land. When you have a machine, you work on a much, much larger plot of land. Personally, I am both really great fan of the current coding agents and very happy. In some way, it is what I've been working for many years, both doing coding research and working on various versions of AI scientists inside the side of OpenAI. And in the end, I realized starting a company to realize that vision is one of the best ways to realize it. Because the way you can do research today is very, very different. Because a single researcher can do much more. In the end, the speed of iteration, the speed of research, the speed of how quickly you can move through ideas and how quickly you can get data on your ideas is something very, very different. And you can try to move the old structures around it and the teams, workflows, how data is gathered. Or you can try to build, like you said, you can try to build natively for it, for processes that maximally empower each researcher and allow them to just iterate on their idea much, much quicker. We are here and we are trying to rebuild the full deep learning stack and try to think how we can do almost each operation differently. What are various options? And if we can execute at least even one of those experiments a day, that's already a pretty good iteration speed versus anything that was done before. And there isn't really like any fundamental like laws of physics reason why not. And maybe one day we get to 10 of those a day, maybe one day we get to 100 of those a day. And fundamentally for that like search process, optimization process, we should be able to just find things that work in a better deep learning setting. And like what we are trying to do is like we've been like almost all of us, we are a team that is very agent-filled and automation-filled. We are trying to do an experiment, like how far we can push those things and how much an organization that tries to do as much as we can with a small team, how far we can get with that. When will we know that we've reached AGI? At some moment I used to say it's very much in everyone's heart, whatever they consider AGI. OpenAI is the system that can outperform all humans in economically valuable work, but it goes to my previous statement, what if OpenAI stops training models? Would that still keep working? Would that still keep the automation level the same or would that drive? And for me AGI is a model that can improve itself without human in the loop in any way. That's I think the moment where we can meaningfully talk about AGI because that is in some way, it is a sub-definition of the previous one because improving AI models is actually a job that humans can do. It is economically valuable work and it definitely is the case. But removing humans from loops with models has been actually notoriously, notoriously difficult so far. We haven't come anywhere close to it. It's very, very hard for me to find any task where LLMs were able to get humans out in the loop. We are, the human LLM hybrid is really, really successful right now. But LLMs without humans, not so much, not at all. And what I have seen there in 2024 and in early 2025 is that the current path doesn't get us there. And I think we need some pretty serious research on this company or some other to try to unlock how do we make our models learn and adapt at a test time on a deeper level than we've been so far. I feel like we've alluded to this throughout the conversation, but it's kind of been one of these, you know, five blinded, blindfolded people trying to find the elephant things. What is the grand master plan for Core Auto that you're willing to share? I can share our six-month roadmap. In some sense, like building architectures, as I said, like it's not just how good the architectures, does it run well? And can we get users, including ourselves, as part of the lab to use it, right? So then that's directly like we can do many things now, but the thing that is going to be difficult and think that we want to automate away is kernel generation. So we have a set of hardware, GPUs, blackwells that we have to train and run inference on. We will build the best model that we can to basically reduce the time from having a very cool idea that can make these bottlenecks go away in the architecture. To having them run at the highest TFLOPs on GPUs. And in some sense, like current coding agents plus humans can go a long way. But like an example of this is our QR kernel competition that we hosted with GPU mode. It's for running this very old linear algebra operation QR. It's used for optimization, like shampoo line of work uses it, many other places uses it. And you want to run this efficiently on B200 node. If you use co-solver for the shapes that we care about, you get some efficiency. And then a human plus some search loop can get you like something like 7x. But it requires the high taste human, like there's maybe three people in the world, to spend about $100,000 on these coding agents over a span of four weeks to get to a solution that's 60x faster. So these models today are nowhere close to getting that 60x faster kernel. And there is a real bottleneck. Now, that was a single problem. It has like perhaps three different operators work on this panel, do this matrix multiply, fold it back in and do this repeatedly. That's what the secure factorization of a matrix would look like. And if you give this problem to entropic models, OpenAI models, Gemini, it just wouldn't solve it. It just is not, our models are not even close to solving this problem. So for us, it's like something that we've talked about, something that we are getting close to, is sort of like getting to that point because that's our inner loop to having more efficient architectures. Why kernels? Is it just because like maximize intelligence per flop of compute, you need a general kernels? In some sense, I've had like three projects. Two of them have kind of landed in the industry. So first is secondary methods. Kernels was a bottleneck because you have to run it well. If you were at a place like Google, you cannot spend 10x amount of compute and get a 2x win. So I could only spend maybe a budget of 20% and get the 2x win. Everyone's happy. But I don't like trade. So like I think that's the market, right? You spend less than you get. So kernels ended up being a bottleneck there because most of the operations were novel that we haven't gotten a lot of people to look at it. There's only like two humans at Google who could write it, Rasmus and Peter Hawkins, because it was deep XLA, LLO code that you have to write to make this work. And then that took them two years to do. The other idea I had with one of my coworkers at that time was like replacing some of the parameters in a transformer with extra memory. And we called it ngrammer, ngram memory. We worked on it in 2020. We had versions of it internally deployed, not the big version, the smaller version. But there I needed like something that can accelerate sparse gathers and scatters as part of training. It required hardware change and hardware making use of the hardware. It never arrived. I had conferences set up with the TPU team, us and a bunch of others. We were talking about it during COVID, like, oh, we're going to have it happen. And it never arrived. I also was using TPUs at Anthropic. While I was leaving, just barely started the surface of being able to do it. But at the same time, six months before that, DeepSeek wrote their ngram, which is an improved version of adding more memory, showed scaling loss that, yeah, you don't need MOEs. You could actually replace it with these ngram embeddings. For me, that was like, oh. Yeah. It was like a five-year thing. And I was very happy for them. So much of the state space to explore isn't even possible if you're not writing kernels. Kernels. And you need to be assisted in writing kernels or solve that kernel to have the highest performance. And the roof line is pretty high. So it's like the QR. If I use Qsolver's QR, I get some performance. If I use the competition minors QR, you get 60x faster. And that is a completely different playing field. Now it opens up an entire new set of algorithms you can apply in terms of training transformers, training optimizers. QR is so fundamental in analyzing the two for eigen decomposition and many other things. So it is a thing that I think also, if you think about it, only few people have the skill set to. And they're very much not at the same place. It's like one person here, one person there. And it would be ideal if models had those abilities. Maybe I'll summarize a little bit and talk from the high level of what we want. Core automation is a lab created to build models that continuously learn from deployment. We believe, as I mentioned, that transformers are incapable of continual learning. There's no way how to put continual learning on transformers. So we know we have to find a different architecture. Some of, in a way, our quest is to find that new architecture, find that transformer replacement. And we want to build the most automated lab to do it. We want to be able to build experiments at scale the quickest we can, iterate on them, try a lot of new architectural ideas, have strong priors of what we want to do, to search the space of architectures efficiently, to go to that place fastest than anyone else. That's what we want to do and all the work we are doing on kernels, on large-scale training, on trying new architectural ideas, is exploring that space. So you're going to experiment your way into finding a superior architecture. How will you know when you've found it? What are you looking for to say, aha, this is the one? That's a great question. There are always two angles. In my mind, in my experience, every successful research had a plot that shows something that other plots don't show. There's one line that is a little bit bending in a different way. And you're saying, this is what you want. But at least my experience with research always has been that plot is already quite late in a journey where most of the time you already know what you want and already know what you are up to. I am a bit joking, but it's actually true that all the best plots in my life, I have them in a dream before actually they were real. I kind of knew what I was looking for. Just the question is when it actually clicks, if you know what I mean. Because most of the time you kind of know what you are looking for, but you are not finding it. You try one thing, it doesn't work. Try second thing, it doesn't work. But eventually all the right pieces fall into it and most of the deep learning systems are very intricate. So usually you have to get five things right in a row for the main to start working. And then eventually you get the plot that looks like you want and then you know. So I think what we are looking for is systems that learn and test time. And if we see meaningful long-term adaptability of our systems, and we're joking, but it's real. We want to be evaluating our systems of our everyday work. They get better at doing the work of core automation scientists each day. Yeah, we like go on a vacation as a team and see if the lab produces something better for the week. Then what do you do when you get back? We'll see. Extend the vacation two times instead of four times until we are on permanent vacation. That is a beautiful note to end on. Rohan, Jerry, thank you so much for joining us. You've both worked on really, really transformative work for where we are today. And I'm so excited to see you starting a lab on this new journey. And very excited to see what you're able to come up with. Thanks for joining us. It's been great to be here and chat with you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you.

Jerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer. Now they've teamed up at Core Automation on a contrarian premise: the transformer has carried us as far as it can, and the bottleneck to smarter systems is no longer scale — it's the architecture itself. The missing capability is continual learning, models that adapt at test time, which transformers can't do. In-context learning taps out fast (Codex needs compacting after ~20 minutes) and fine-tuning invites catastrophic forgetting. Rohan argues pre-training and RL should be optimized end-to-end, and that transformers spend computation inefficiently. They lay out why the largest labs won't chase alternatives while locked in the coding-agent race, and why building the world's most automated lab starts with automating kernel generation—the one place frontier models still lose to a high-taste human.

Hosted by Sonya Huang and Pat Grady, Sequoia Capital

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