Due to the complexity of neural network loss landscapes, optimization theory is forced to rely on idealized models, and there is generally a tradeoff between how theoretically tractable the model is, and how accurately it describes the true optimization dynamics. In this work, we stress test the simplest possible model of optimization -- the quadratic model -- and show that it can be surprisingly predictive in an LLM setting with 150M parameters and 3B training tokens. Specifically, we show that Taylor expanding the model and the loss function at intermediate checkpoints through training can accurately predict the optimization dynamics over windows that can last up to 10\% of training. Having established this agreement, we then turn to analyzing the structure of these local quadratic optimization problems through two lenses: the Hessian spectrum and local stability. Using Lanczos quadrature with extremely deep probes, we are able to estimate the Hessian spectrum deep into the tail, and we find a surprising amount of structure in both the eigenvalues and eigenvectors, which depends on the batch size, preconditioner, and training time. We also empirically test local linear stability at intermediate checkpoints and compare it to theoretical predictions to demonstrate that optimization in LLMs typically occurs at a stochastic edge of stability, whose nature is also determined by batch size. Our results indicate the quadratic model may be a theoretically tractable proxy for pretraining optimization dynamics.
Muon-style optimizers apply a polar map to matrix momentum, but their updates also depend on the representation of each parameter block before orthogonalization. We study this representation choice as a form of optimizer geometry and introduce {\method}, a family of Muon-style optimizers that shares the same momentum rule and Newton--Schulz backend across native, nearest-square, skinny, and vector representations. Each Frobenius-isometric representation induces a distinct polar steepest-descent geometry, in which the shorter matrix dimension determines the number of supported singular channels, the pullback scaling, and the constants in stochastic nonconvex convergence bounds. In a teacher--student model, curvature collapse and an isotropic Marchenko--Pastur spectral profile connect early-stage dissipation to the represented nuclear-to-squared-Frobenius norm ratio. Pretraining experiments on LLaMA2-130M and LLaMA2-600M, together with fixed-momentum diagnostics, show that balanced non-native representations can match the performance of the native representation, whereas reducing the shorter dimension weakens the scaling and singular-channel support, leading to behavior that increasingly resembles normalized momentum.
Standard learning rate schedules such as cosine annealing are tied to a fixed training horizon, limiting their ability to accommodate post hoc horizon extension. Warmup-stable-decay (WSD) partially addresses this issue by maintaining a long constant-rate phase before a short linear cooldown, allowing training to resume from a pre-decay checkpoint. However, its peak learning rate is still tuned based on the original training horizon and can become suboptimal when training is extended. Motivated by stochastic convex optimization, we propose WSqD (Warmup with Square-root base and linear Decay), a learning rate schedule that replaces WSD's constant stable phase with a shifted inverse-square-root base while retaining the final linear cooldown. In the stochastic convex setting, WSqD provably attains the minimax-optimal $O(1/\sqrt{T})$ last-iterate convergence rate. Importantly, its base learning rate schedule is horizon-independent, and the training horizon is needed only to determine when to begin the final cooldown. Empirically, on language-model pretraining using the SlimPajama corpus, WSqD matches or outperforms carefully tuned WSD and other baselines across multiple training horizons while reusing a single peak learning rate.
Muon has recently demonstrated strong empirical performance in large language model training, but the theoretical role of momentum in Muon remains unclear. Existing analyses of Muon either remove momentum to study spectral updates in isolation, or retain momentum without explaining why it improves empirical performance. Our work bridges this gap by showing momentum in Muon acts as a spectral filter. Under a structured signal-plus-perturbation gradient model, we prove that momentum suppresses perturbations while preserving the dominant signal, thereby enlarging the spectral gap between them. This enlarged gap stabilizes the singular subspaces of the matrix passed to Muon's orthogonalization step, making the resulting update more reliable. We further show that applying momentum before orthogonalization achieves provably stronger alignment with the signal component of the gradient than either reversing this order or simply removing momentum. Experiments across diverse tasks, including LLM pretraining, support our theoretical analysis. More broadly, our theory offers a starting point for understanding the benefits of momentum in other matrix-based optimizers.