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Lizhang Chen

Publications and source records attributed to Lizhang Chen.

At least 19 recordsLinked to original sources

SIFR: Stable Signed Flow Reinforcement

Reward-based fine-tuning of flow models requires effectively promoting high-reward and suppressing low-reward samples, while maintaining training stability over many rounds of iterative updates. Iterative reward fine-tuning provides a simple starting point, but the positive reward weights give no explicit unfitting signal, and repeated reweighting concentrates the distribution and causes collapse. We propose Stable Signed Flow Reinforcement (SIFR), which replaces the reward weights by signed advantages to supply the missing unfitting signal, and constrains the velocity drift from a reference model to stabilize the updates, with a Lagrange multiplier that adapts the regularization strength to a prescribed drift budget. We further show that existing flow RL methods fall within this framework: they implicitly minimize the signed loss, differing in their regularization choices. We validate SIFR on SD3.5 Medium (2.5B) and FLUX.2 Klein (9B) and scale it to Cosmos 3 Super Text2Image (64B): across all 12 backbone--reward pairs with preference and rule-based rewards, it matches or exceeds existing methods, reaches their peak rewards much faster, and keeps improving over long training where they plateau or collapse.

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Rectified Language Flow

Continuous-state flow and diffusion models offer a promising approach to fast, parallel language generation, but matching the generation quality of autoregressive models remains challenging. We present Rectified Language Flow (ReLF), a language model that generates text by transporting noise to token embeddings using rectified flow. ReLF combines several complementary design choices: fixed token embeddings constructed with Hellinger-SVD, self-conditioning guidance trained with cross-entropy, and regularized reflow for few-step generation. We further introduce singular logits, which combine an analytically computed term that drives commitment to a valid token embedding as noise vanishes with a bounded neural residual that learns contextual token preferences. With 64 function evaluations on OpenWebText, ReLF achieves lower generative perplexity than autoregressive baselines at matched diversity across all three model sizes tested, while also outperforming prior continuous flow methods in this setting. After two reflow rounds, ReLF still outperforms autoregressive baselines with 16 function evaluations while generating 1,024-token sequences 15-19 times faster at batch size 1.

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Signed Rectified Flow: Negativity-Controlled Generation

We introduce Signed Rectified Flow (Signed RF), a generalization of Rectified Flow that targets the signed measure $π^{sign} = (1+α)π^+ - απ^-$, where $α>0$, $π^+$ is the distribution to promote, and $π^-$ is the distribution to suppress. Although direct sampling from a signed measure is not well-defined, Signed RF induces a valid generative process that concentrates probability in regions where the signed measure is positive while provably excluding regions dominated by its negative component. It therefore provides a principled framework for incorporating negative information and exclusion constraints into generative modeling. We analyze the signed continuity equation underlying Signed RF and use a charged-particle interpretation to explain how negative mass forms exclusion barriers. This theory further motivates practical adaptive guidance algorithms. Across several applications, Signed RF improves the fidelity-diversity trade-off on ImageNet, reduces nearest-neighbor similarity in anti-memorization experiments, and reduces nudity induced by adversarial prompts in Stable Diffusion 3.5 while preserving CLIP and aesthetic scores.

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Momentum Guidance: Plug-and-Play Guidance for Flow Models

Flow-based generative methods offer a simple and effective framework for high-fidelity generation, yet pretrained flow models are rarely used in their vanilla conditional form: in image generation, samples without guidance often appear diffuse and lack fine-grained detail. Existing guidance techniques such as classifier-free guidance (CFG) improve fidelity but reduce sample diversity. We introduce Momentum Guidance (MG), a guidance method that improves sample quality by extrapolating the current velocity away from an exponential moving average of past velocities along the ODE trajectory, while preserving the standard one-evaluation-per-step cost. MG provides gains beyond CFG, improving the precision-recall Pareto frontier. Experiments demonstrate the effectiveness of MG across benchmarks. On ImageNet-256, MG improves FID by 36.54% without CFG and 25.42% with CFG on average across sampling settings, attaining an FID of 1.553 at 16 sampling steps. Evaluations on large flow-based models, including Stable Diffusion 3 and FLUX.1-dev, further confirm improvements across standard metrics.

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Training-Free Looped Transformers

We introduce training-free looped transformers, in which a lightweight inference-time wrapper loops a contiguous mid-stack block of layers of a frozen checkpoint without additional fine-tuning, continued training, or architectural changes. Unlike prior looped transformer methods that train with the looped structure end-to-end, we retrofit recurrence onto pretrained models at test time. We show that naive block reapplication usually degrades performance, highlighting the importance of the loop application strategy. Motivated by viewing a pre-norm transformer block as a forward Euler step on an ODE, we instead treat looping as a refinement of the same approximation, replacing one large update with smaller damped sub-steps. Across seven dense, sparse MoE, and MLA+MoE model families, our method improves Qwen3-4B-Instruct by +2.64 pp on MMLU-Pro, Qwen3-30B-A3B-Instruct by +1.14 pp on CommonsenseQA, and Moonlight-16B-A3B-Instruct by +1.20 pp on OpenBookQA.

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$ϕ$-Balancing for Mixture-of-Experts Training

Mixture-of-Experts (MoE) models rely on balanced expert utilization to fully realize their scalability. However, existing load-balancing methods are largely heuristic and operate on noisy mini-batch assignment statistics, introducing bias relative to population-level objectives. We propose $ϕ$-balancing, a principled framework that directly targets population-level expert balance by minimizing a strictly convex, symmetric, and differentiable potential of the expected routing distribution. Using convex duality, we derive an equivalent min-max formulation and obtain a simple online algorithm via mirror descent, yielding an efficient EMA-based routing adjustment with negligible overhead. Across large-scale pretraining and downstream fine-tuning, $ϕ$-balancing consistently outperforms prior Switch-style and loss-free baselines, demonstrating more stable and effective expert utilization.

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Cautious Weight Decay

We introduce Cautious Weight Decay (CWD), a one-line, optimizer-agnostic modification that applies weight decay only to parameter coordinates whose signs align with the optimizer update. Unlike standard decoupled decay, which implicitly optimizes a regularized or constrained objective, CWD preserves the original loss and admits a bilevel interpretation: it induces sliding-mode behavior upon reaching the stationary manifold, allowing it to search for locally Pareto-optimal stationary points of the unmodified objective. In practice, CWD is a drop-in change for optimizers such as AdamW, Lion, and Muon, requiring no new hyperparameters or additional tuning. For language model pre-training and ImageNet classification, CWD consistently improves final loss and accuracy at million- to billion-parameter scales.

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Cautious Optimizers: Improving Training with One Line of Code

AdamW has been the default optimizer for transformer pretraining. For many years, our community searched for faster and more stable optimizers with only constrained positive outcomes. In this work, we propose a \textbf{one-line modification in Pytorch} to any momentum-based optimizer, which we rename cautious optimizer, e.g. C-AdamW and C-Lion. Our theoretical result shows that this modification preserves Adam's Hamiltonian function and it does not break the convergence guarantee under the Lyapunov analysis. In addition, a whole new family of optimizers is revealed by our theoretical insight. Among them, we pick the simplest one for empirical experiments, showing not only consistent speed-up on LLM pretraining, but also image classification, with minimum extra tuning on hyperparameters. Code is available at https://github.com/kyleliang919/C-Optim.

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DeMo: Decoupled Momentum Optimization

Scaling neural network training increasingly depends on synchronous data-parallelism, yet full-precision gradient all-reduce imposes a severe communication bottleneck. We propose Decoupled Momentum Optimization (DeMo), a drop-in replacement for any momentum-based optimizers that significantly reduces the communication bandwidth while maintaining convergence. DeMo (i) decouples local momentum updates, (ii) applies a fast orthonormal transform (e.g., DCT) followed by top-k sparsification, and (iii) reuses the momentum buffer as error feedback via momentum subtraction. This design reduces per-step communication by up to two orders of magnitude with minimal computational overhead. Experiments on 300M and 1B-parameter DeMo language models show DeMo transmits up to 85x less data per GPU than AdamW-DDP while achieving comparable loss and accuracy. DeMo is topology-agnostic and enables training across multi-datacenter or Ethernet-based setups. Code is available at https://github.com/bloc97/DeMo

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Learning Robust Reasoning through Guided Adversarial Self-Play

Reinforcement learning from verifiable rewards (RLVR) produces strong reasoning models, yet they can fail catastrophically when the conditioning context is fallible (e.g., corrupted chain-of-thought, misleading partial solutions, or mild input perturbations), since standard RLVR optimizes final-answer correctness only under clean conditioning. We introduce GASP (Guided Adversarial Self-Play), a robustification method that explicitly trains detect-and-repair capabilities using only outcome verification. Without human labels or external teachers, GASP forms an adversarial self-play game within a single model: a polluter learns to induce failure via locally coherent corruptions, while an agent learns to diagnose and recover under the same corrupted conditioning. To address the scarcity of successful recoveries early in training, we propose in-distribution repair guidance, an imitation term on self-generated repairs that increases recovery probability while preserving previously acquired capabilities. Across four open-weight models (1.5B--8B), GASP transforms strong-but-brittle reasoners into robust ones that withstand misleading and perturbed context while often improving clean accuracy. Further analysis shows that adversarial corruptions induce an effective curriculum, and in-distribution guidance enables rapid recovery learning with minimal representational drift.

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Wow, wo, val! A Comprehensive Embodied World Model Evaluation Turing Test

As world models gain momentum in Embodied AI, an increasing number of works explore using video foundation models as predictive world models for downstream embodied tasks like 3D prediction or interactive generation. However, before exploring these downstream tasks, video foundation models still have two critical questions unanswered: (1) whether their generative generalization is sufficient to maintain perceptual fidelity in the eyes of human observers, and (2) whether they are robust enough to serve as a universal prior for real-world embodied agents. To provide a standardized framework for answering these questions, we introduce the Embodied Turing Test benchmark: WoW-World-Eval (Wow,wo,val). Building upon 609 robot manipulation data, Wow-wo-val examines five core abilities, including perception, planning, prediction, generalization, and execution. We propose a comprehensive evaluation protocol with 22 metrics to assess the models' generation ability, which achieves a high Pearson Correlation between the overall score and human preference (>0.93) and establishes a reliable foundation for the Human Turing Test. On Wow-wo-val, models achieve only 17.27 on long-horizon planning and at best 68.02 on physical consistency, indicating limited spatiotemporal consistency and physical reasoning. For the Inverse Dynamic Model Turing Test, we first use an IDM to evaluate the video foundation models' execution accuracy in the real world. However, most models collapse to $\approx$ 0% success, while WoW maintains a 40.74% success rate. These findings point to a noticeable gap between the generated videos and the real world, highlighting the urgency and necessity of benchmarking World Model in Embodied AI.

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WoW: Towards a World omniscient World model Through Embodied Interaction

Humans develop an understanding of intuitive physics through active interaction with the world. This approach is in stark contrast to current video models, such as Sora, which rely on passive observation and therefore struggle with grasping physical causality. This observation leads to our central hypothesis: authentic physical intuition of the world model must be grounded in extensive, causally rich interactions with the real world. To test this hypothesis, we present WoW, a 14-billion-parameter generative world model trained on 2 million robot interaction trajectories. Our findings reveal that the model's understanding of physics is a probabilistic distribution of plausible outcomes, leading to stochastic instabilities and physical hallucinations. Furthermore, we demonstrate that this emergent capability can be actively constrained toward physical realism by SOPHIA, where vision-language model agents evaluate the DiT-generated output and guide its refinement by iteratively evolving the language instructions. In addition, a co-trained Inverse Dynamics Model translates these refined plans into executable robotic actions, thus closing the imagination-to-action loop. We establish WoWBench, a new benchmark focused on physical consistency and causal reasoning in video, where WoW achieves state-of-the-art performance in both human and autonomous evaluation, demonstrating strong ability in physical causality, collision dynamics, and object permanence. Our work provides systematic evidence that large-scale, real-world interaction is a cornerstone for developing physical intuition in AI. Models, data, and benchmarks will be open-sourced.

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Muon Optimizes Under Spectral Norm Constraints

The pursuit of faster optimization algorithms remains an active and important research direction in deep learning. Recently, the Muon optimizer [JJB+24] has demonstrated promising empirical performance, but its theoretical foundation remains less understood. In this paper, we bridge this gap and provide a theoretical analysis of Muon by placing it within the Lion-$\mathcal{K}$ family of optimizers [CLLL24]. Specifically, we show that Muon corresponds to Lion-$\mathcal{K}$ when equipped with the nuclear norm, and we leverage the theoretical results of Lion-$\mathcal{K}$ to establish that Muon (with decoupled weight decay) implicitly solves an optimization problem that enforces a constraint on the spectral norm of weight matrices. This perspective not only demystifies the implicit regularization effects of Muon but also leads to natural generalizations through varying the choice of convex map $\mathcal{K}$, allowing for the exploration of a broader class of implicitly regularized and constrained optimization algorithms.

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Lion Secretly Solves Constrained Optimization: As Lyapunov Predicts

Lion (Evolved Sign Momentum), a new optimizer discovered through program search, has shown promising results in training large AI models. It performs comparably or favorably to AdamW but with greater memory efficiency. As we can expect from the results of a random search program, Lion incorporates elements from several existing algorithms, including signed momentum, decoupled weight decay, Polak, and Nesterov momentum, but does not fit into any existing category of theoretically grounded optimizers. Thus, even though Lion appears to perform well as a general-purpose optimizer for a wide range of tasks, its theoretical basis remains uncertain. This lack of theoretical clarity limits opportunities to further enhance and expand Lion's efficacy. This work aims to demystify Lion. Based on both continuous-time and discrete-time analysis, we demonstrate that Lion is a theoretically novel and principled approach for minimizing a general loss function $f(x)$ while enforcing a bound constraint $\|x\|_\infty \leq 1/λ$. Lion achieves this through the incorporation of decoupled weight decay, where $λ$ represents the weight decay coefficient. Our analysis is made possible by the development of a new Lyapunov function for the Lion updates. It applies to a broader family of Lion-$κ$ algorithms, where the $\text{sign}(\cdot)$ operator in Lion is replaced by the subgradient of a convex function $κ$, leading to the solution of a general composite optimization problem of $\min_x f(x) + κ^*(x)$. Our findings provide valuable insights into the dynamics of Lion and pave the way for further improvements and extensions of Lion-related algorithms.

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Improving Adaptive Moment Optimization via Preconditioner Diagonalization

Modern adaptive optimization methods, such as Adam and its variants, have emerged as the most widely used tools in deep learning over recent years. These algorithms offer automatic mechanisms for dynamically adjusting the update step based on estimates of gradient statistics. Compared to traditional algorithms like Stochastic Gradient Descent, these adaptive methods are typically more robust to model scale and hyperparameter tuning. However, the gradient statistics employed by these methods often do not leverage sufficient gradient covariance information, leading to suboptimal updates in certain directions of the parameter space and potentially slower convergence. In this work, we keep track of such covariance statistics in the form of a structured preconditioner matrix. Unlike other works, our approach does not apply direct approximations to estimate this matrix. We instead implement an invertible transformation that maps the preconditioner matrix into a new space where it becomes approximately diagonal. This enables a diagonal approximation of the preconditioner matrix in the transformed space, offering several computational advantages. Empirical results show that our approach can substantially enhance the convergence speed of modern adaptive optimizers. Notably, for large language models like LLaMA, we can achieve a speedup of 2x compared to the baseline Adam. Additionally, our method can be integrated with memory-efficient optimizers like Adafactor to manage computational overhead.

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Memory-Efficient Optimization with Factorized Hamiltonian Descent

Modern deep learning heavily depends on adaptive optimizers such as Adam and its variants, which are renowned for their capacity to handle model scaling and streamline hyperparameter tuning. However, these algorithms typically experience high memory overhead caused by the accumulation of optimization states, leading to a critical challenge in training large-scale network models. In this study, we introduce a novel adaptive optimizer, H-Fac, which incorporates a memory-efficient factorization approach to address this challenge. By employing a rank-1 parameterization for both momentum and scaling parameter estimators, H-Fac reduces memory costs to a sublinear level while maintaining competitive performance across a wide range of architectures. We develop our algorithms based on principles derived from Hamiltonian dynamics, providing robust theoretical underpinnings in optimization dynamics and convergence guarantees. These optimization algorithms are designed to be both straightforward and adaptable, facilitating easy implementation in diverse settings.

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Memory-Efficient LLM Training with Online Subspace Descent

Recently, a wide range of memory-efficient LLM training algorithms have gained substantial popularity. These methods leverage the low-rank structure of gradients to project optimizer states into a subspace using projection matrix found by singular value decomposition (SVD). However, convergence of these algorithms is highly dependent on the update rules of their projection matrix. In this work, we provide the \emph{first} convergence guarantee for arbitrary update rules of projection matrix. This guarantee is generally applicable to optimizers that can be analyzed with Hamiltonian Descent, including most common ones, such as LION, Adam. Inspired by our theoretical understanding, we propose Online Subspace Descent, a new family of subspace descent optimizer without SVD. Instead of updating the projection matrix with eigenvectors, Online Subspace Descent updates the projection matrix with online PCA. Online Subspace Descent is flexible and introduces only minimum overhead to training. We show that for the task of pretraining LLaMA models ranging from 60M to 7B parameters on the C4 dataset, Online Subspace Descent achieves lower perplexity and better downstream tasks performance than state-of-the-art low-rank training methods across different settings and narrows the gap with full-rank baselines.

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An Experimental Study of Semantic Continuity for Deep Learning Models

Deep learning models suffer from the problem of semantic discontinuity: small perturbations in the input space tend to cause semantic-level interference to the model output. We argue that the semantic discontinuity results from these inappropriate training targets and contributes to notorious issues such as adversarial robustness, interpretability, etc. We first conduct data analysis to provide evidence of semantic discontinuity in existing deep learning models, and then design a simple semantic continuity constraint which theoretically enables models to obtain smooth gradients and learn semantic-oriented features. Qualitative and quantitative experiments prove that semantically continuous models successfully reduce the use of non-semantic information, which further contributes to the improvement in adversarial robustness, interpretability, model transfer, and machine bias.

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