Scaling Compute on Context — Jack Morris, Engram
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>> All right. Hi, everybody. Uh my name's >> All right. Hi, everybody. Uh my name's Jack. I'm here to talk about scaling Jack. I'm here to talk about scaling Jack. I'm here to talk about scaling compute on context and also our startup compute on context and also our startup compute on context and also our startup N gram, which launched last week. Um N gram, which launched last week. Um N gram, which launched last week. Um more This isn't going to be like a super more This isn't going to be like a super more This isn't going to be like a super detail-oriented talk where I go through detail-oriented talk where I go through detail-oriented talk where I go through a lot of experiments we've been running a lot of experiments we've been running a lot of experiments we've been running or talk too much about what our models or talk too much about what our models or talk too much about what our models do. I just want to frame like the do. I just want to frame like the do. I just want to frame like the high-level problem of what we call high-level problem of what we call high-level problem of what we call scaling compute on context. People have scaling compute on context. People have scaling compute on context. People have many names for this. It's maybe like a many names for this. It's maybe like a many names for this. It's maybe like a a sub problem of continual learning or a sub problem of continual learning or a sub problem of continual learning or maybe even just the maybe even just the maybe even just the the answer that we see to the problem. the answer that we see to the problem. the answer that we see to the problem. Um I guess a little bit about myself at Um I guess a little bit about myself at Um I guess a little bit about myself at first. I'm Jack. I'm a researcher. I'm first. I'm Jack. I'm a researcher. I'm first. I'm Jack. I'm a researcher. I'm uh part of the startup N gram. You can uh part of the startup N gram. You can uh part of the startup N gram. You can see me on the left in this picture. We see me on the left in this picture. We see me on the left in this picture. We just launched last week with this just launched last week with this just launched last week with this picture on Twitter. So, if you want to picture on Twitter. So, if you want to picture on Twitter. So, if you want to look us up and see more about what we do look us up and see more about what we do look us up and see more about what we do afterwards, please feel free. I'm also afterwards, please feel free. I'm also afterwards, please feel free. I'm also happy to talk after the happy to talk after the happy to talk after the uh talk concludes. Um so, I'm going to uh talk concludes. Um so, I'm going to uh talk concludes. Um so, I'm going to start with this question about breadth start with this question about breadth start with this question about breadth versus depth. This is Terence Tao. He's versus depth. This is Terence Tao. He's versus depth. This is Terence Tao. He's likely the world's most famous likely the world's most famous likely the world's most famous mathematician. And he's also a really mathematician. And he's also a really mathematician. And he's also a really heavy user of AI, even like an advocate heavy user of AI, even like an advocate heavy user of AI, even like an advocate for AI in math. And one of the things for AI in math. And one of the things for AI in math. And one of the things that you'll hear him talk about is how that you'll hear him talk about is how that you'll hear him talk about is how AI knows like every AI knows like every AI knows like every single public mathematical topic and it single public mathematical topic and it single public mathematical topic and it can can can uh make connections between things that uh make connections between things that uh make connections between things that you wouldn't expect and help sort of you wouldn't expect and help sort of you wouldn't expect and help sort of like like like uh bridge gaps in the literature that in
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uh bridge gaps in the literature that in uh bridge gaps in the literature that in in a way that no human even can know in a way that no human even can know in a way that no human even can know because it's read so much. But it maybe because it's read so much. But it maybe because it's read so much. But it maybe lacks the depth that you would look for lacks the depth that you would look for lacks the depth that you would look for from like, for example, a graduate from like, for example, a graduate from like, for example, a graduate student who spent 5 years practicing in student who spent 5 years practicing in student who spent 5 years practicing in in one area that gets this like almost in one area that gets this like almost in one area that gets this like almost like subconscious intuition for for the like subconscious intuition for for the like subconscious intuition for for the problem space. And so I think I think problem space. And so I think I think problem space. And so I think I think about what we're doing which is like about what we're doing which is like about what we're doing which is like training your data into models at at a training your data into models at at a training your data into models at at a high level as just sort of like learning high level as just sort of like learning high level as just sort of like learning facts and skills like traditional AI, facts and skills like traditional AI, facts and skills like traditional AI, but at a low level but at a low level but at a low level it's it's about depth and like the thing it's it's about depth and like the thing it's it's about depth and like the thing that we're after like this idea of that we're after like this idea of that we're after like this idea of scaling compute on context is the scaling compute on context is the scaling compute on context is the pursuit of depth in in AI. Um pursuit of depth in in AI. Um pursuit of depth in in AI. Um I can give you some examples of why I I can give you some examples of why I I can give you some examples of why I think our approach is important. It's think our approach is important. It's think our approach is important. It's related to like continual learning in related to like continual learning in related to like continual learning in general like as other people general like as other people general like as other people propose it. So like one thing that propose it. So like one thing that propose it. So like one thing that models don't have is knowledge of what models don't have is knowledge of what models don't have is knowledge of what happens after they're trained. So even happens after they're trained. So even happens after they're trained. So even you know Fable whatever five that's you know Fable whatever five that's you know Fable whatever five that's coming out today was probably coming out today was probably coming out today was probably pre-trained with a cutoff I would guess pre-trained with a cutoff I would guess pre-trained with a cutoff I would guess at least a month ago and has no idea if at least a month ago and has no idea if at least a month ago and has no idea if Mexico won their game last night.
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Mexico won their game last night. Mexico won their game last night. Actually I don't know I meant to check Actually I don't know I meant to check Actually I don't know I meant to check before the talk, but uh it's nothing to before the talk, but uh it's nothing to before the talk, but uh it's nothing to do with my pre-training cutoff because do with my pre-training cutoff because do with my pre-training cutoff because I'm a human I'm capable of acquiring new I'm a human I'm capable of acquiring new I'm a human I'm capable of acquiring new information. information. information. Uh another thing that models are bad at Uh another thing that models are bad at Uh another thing that models are bad at is just sort of like hard difficult is just sort of like hard difficult is just sort of like hard difficult long-tail skill and knowledge long-tail skill and knowledge long-tail skill and knowledge acquisition that doesn't appear a lot in acquisition that doesn't appear a lot in acquisition that doesn't appear a lot in the training data. So like models still the training data. So like models still the training data. So like models still are quite bad at writing AMD kernels. are quite bad at writing AMD kernels. are quite bad at writing AMD kernels. There are not that many good kernels There are not that many good kernels There are not that many good kernels written on AMD GPUs that are public. And written on AMD GPUs that are public. And written on AMD GPUs that are public. And they're intended to acquire this they're intended to acquire this they're intended to acquire this knowledge through pre-training, but they knowledge through pre-training, but they knowledge through pre-training, but they don't because it doesn't occur very don't because it doesn't occur very don't because it doesn't occur very often. often. often. Um and then I think maybe the most Um and then I think maybe the most Um and then I think maybe the most pressing case for you is like why can't pressing case for you is like why can't pressing case for you is like why can't I have a model like ChatGPT that knows I have a model like ChatGPT that knows I have a model like ChatGPT that knows all of my emails or knows the way that I all of my emails or knows the way that I all of my emails or knows the way that I like to write things or knows like you like to write things or knows like you like to write things or knows like you know where my family and I like to know where my family and I like to know where my family and I like to vacation every year and all these little vacation every year and all these little vacation every year and all these little details of your life. And there's a details of your life. And there's a details of your life. And there's a pretty basic reason for this which is pretty basic reason for this which is pretty basic reason for this which is that ChatGPT and models like it are that ChatGPT and models like it are that ChatGPT and models like it are trained on public data. So um they don't trained on public data. So um they don't trained on public data. So um they don't know things like about your partnership know things like about your partnership know things like about your partnership with another uh company like SunTrust with another uh company like SunTrust with another uh company like SunTrust Bank. Uh they don't know really anything Bank. Uh they don't know really anything Bank. Uh they don't know really anything about you unless you happen to be about you unless you happen to be about you unless you happen to be famous enough to appear in the famous enough to appear in the famous enough to appear in the pre-training data. So, I I feel this is pre-training data. So, I I feel this is pre-training data. So, I I feel this is not just like a intellectual or like not just like a intellectual or like not just like a intellectual or like academic problem. It's like the core academic problem. It's like the core academic problem. It's like the core problem with the current paradigm in AI problem with the current paradigm in AI problem with the current paradigm in AI that models cannot acquire new knowledge that models cannot acquire new knowledge that models cannot acquire new knowledge after training in in a personalized way.
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after training in in a personalized way. after training in in a personalized way. So, So, So, by definition, models have to be trained by definition, models have to be trained by definition, models have to be trained on data that's sort of open to the on data that's sort of open to the on data that's sort of open to the public and they can't learn the depth of public and they can't learn the depth of public and they can't learn the depth of like the things that you know. like the things that you know. like the things that you know. So, just going back to Terrence Tao So, just going back to Terrence Tao So, just going back to Terrence Tao again, like how do we change this? How again, like how do we change this? How again, like how do we change this? How do we teach new things to models in a do we teach new things to models in a do we teach new things to models in a way that lets them acquire way that lets them acquire way that lets them acquire uh this kind of expertise or like really uh this kind of expertise or like really uh this kind of expertise or like really deep skill set that we're looking for. deep skill set that we're looking for. deep skill set that we're looking for. And I'll say there's a lot of names for And I'll say there's a lot of names for And I'll say there's a lot of names for this. Like people call it um sleep time this. Like people call it um sleep time this. Like people call it um sleep time compute, continual learning, neural compute, continual learning, neural compute, continual learning, neural memory, write time compute, note taking, memory, write time compute, note taking, memory, write time compute, note taking, dreaming, studying, machine studying. dreaming, studying, machine studying. dreaming, studying, machine studying. In classical AI, maybe it's called In classical AI, maybe it's called In classical AI, maybe it's called amortized inference. And I think um I'm amortized inference. And I think um I'm amortized inference. And I think um I'm calling it scaling compute on context. calling it scaling compute on context. calling it scaling compute on context. And it's almost all describing the same And it's almost all describing the same And it's almost all describing the same thing, which is like something people thing, which is like something people thing, which is like something people really want. But I think the reason why really want. But I think the reason why really want. But I think the reason why it doesn't have like even a set agreed it doesn't have like even a set agreed it doesn't have like even a set agreed upon name is because the paradigm is upon name is because the paradigm is upon name is because the paradigm is like very early and hasn't been like very early and hasn't been like very early and hasn't been solidified the way, for example, solidified the way, for example, solidified the way, for example, pre-training or or post-training have. pre-training or or post-training have. pre-training or or post-training have. Um so, maybe I'll take a second and and Um so, maybe I'll take a second and and Um so, maybe I'll take a second and and talk about scaling. talk about scaling. talk about scaling. Um there's basically three axes that we Um there's basically three axes that we Um there's basically three axes that we use to scale AI models. We can train use to scale AI models. We can train use to scale AI models. We can train them on more data. We can train them for them on more data. We can train them for them on more data. We can train them for longer or add compute. Or we can make longer or add compute. Or we can make longer or add compute. Or we can make the models themselves bigger, like give the models themselves bigger, like give the models themselves bigger, like give them more capacity to acquire new them more capacity to acquire new them more capacity to acquire new information. And this is like the main information. And this is like the main information. And this is like the main driver of progress from the last driver of progress from the last driver of progress from the last really the entirety of the deep learning really the entirety of the deep learning really the entirety of the deep learning revolution comes from these three axes revolution comes from these three axes revolution comes from these three axes of scaling. And the of scaling. And the of scaling. And the the results are extremely compelling. Um the results are extremely compelling. Um the results are extremely compelling. Um but they're still limited to like these but they're still limited to like these but they're still limited to like these public data sources. Models are really
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public data sources. Models are really public data sources. Models are really good at Wikipedia. They know everything good at Wikipedia. They know everything good at Wikipedia. They know everything about Reddit, papers on archive, code on about Reddit, papers on archive, code on about Reddit, papers on archive, code on GitHub. And now they have this new layer GitHub. And now they have this new layer GitHub. And now they have this new layer of post training data that's like of post training data that's like of post training data that's like experts that are hired through data experts that are hired through data experts that are hired through data acquisition companies like Scale AI, acquisition companies like Scale AI, acquisition companies like Scale AI, Surge AI, and Mercor. Surge AI, and Mercor. Surge AI, and Mercor. But, they're still by definition But, they're still by definition But, they're still by definition creating publicly available data because creating publicly available data because creating publicly available data because it's something that the model could tell it's something that the model could tell it's something that the model could tell to a user. So, scaling is basically only to a user. So, scaling is basically only to a user. So, scaling is basically only used on on public data, and yet it's so used on on public data, and yet it's so used on on public data, and yet it's so powerful. So, I think I'm powerful. So, I think I'm powerful. So, I think I'm trying to go a bit faster, so I'm not trying to go a bit faster, so I'm not trying to go a bit faster, so I'm not going to dwell on this, but this is the going to dwell on this, but this is the going to dwell on this, but this is the plot from Meter about how um models get plot from Meter about how um models get plot from Meter about how um models get better, you know, every month and can better, you know, every month and can better, you know, every month and can complete tasks that take a longer time. complete tasks that take a longer time. complete tasks that take a longer time. And this is purely an artifact of And this is purely an artifact of And this is purely an artifact of scaling. scaling. scaling. Um Um Um I think the core question that I want to I think the core question that I want to I think the core question that I want to talk to you about today is how do we talk to you about today is how do we talk to you about today is how do we apply scale to your data? Um I think apply scale to your data? Um I think apply scale to your data? Um I think like scale is clearly the thing that like scale is clearly the thing that like scale is clearly the thing that drives progress, you know, it's not drives progress, you know, it's not drives progress, you know, it's not necessarily new algorithms or like great necessarily new algorithms or like great necessarily new algorithms or like great new ideas. I think maybe there's an new ideas. I think maybe there's an new ideas. I think maybe there's an element of data that's important, but element of data that's important, but element of data that's important, but really the thing that makes like, you really the thing that makes like, you really the thing that makes like, you know, the new the new generation of know, the new the new generation of know, the new the new generation of models like Fable and GBT, whatever models like Fable and GBT, whatever models like Fable and GBT, whatever that's coming out next month, so good is that's coming out next month, so good is that's coming out next month, so good is that they they basically scale along all that they they basically scale along all that they they basically scale along all three axes. I'm sure they have new data, three axes. I'm sure they have new data, three axes. I'm sure they have new data, they're certainly training for longer, they're certainly training for longer, they're certainly training for longer, and they make the models bigger. And and they make the models bigger. And and they make the models bigger. And this is how models keep getting better this is how models keep getting better this is how models keep getting better and will continue to get better. But, I and will continue to get better. But, I and will continue to get better. But, I think the missing element is that this think the missing element is that this think the missing element is that this is always on public data. So, models are is always on public data. So, models are is always on public data. So, models are getting better at, you know, coding in getting better at, you know, coding in getting better at, you know, coding in the way that is public on GitHub, the way that is public on GitHub, the way that is public on GitHub, they're getting better at doing math in they're getting better at doing math in they're getting better at doing math in ways that are written in public ways that are written in public ways that are written in public textbooks, but they're not getting more
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textbooks, but they're not getting more textbooks, but they're not getting more knowledge of you or your life or your knowledge of you or your life or your knowledge of you or your life or your work. work. work. And that's what we're trying to change And that's what we're trying to change And that's what we're trying to change here. here. here. So, if we approach the problem from So, if we approach the problem from So, if we approach the problem from first principles, um I think the core first principles, um I think the core first principles, um I think the core limitation is that you have a fixed data limitation is that you have a fixed data limitation is that you have a fixed data budget. So, like say I want to scale budget. So, like say I want to scale budget. So, like say I want to scale in some fashion to train a model that in some fashion to train a model that in some fashion to train a model that knows the data from Ngram better, like knows the data from Ngram better, like knows the data from Ngram better, like our our company. Um we can't create new our our company. Um we can't create new our our company. Um we can't create new data. data. data. So, like the kind of data scaling axis So, like the kind of data scaling axis So, like the kind of data scaling axis is out the window. Um I think we also is out the window. Um I think we also is out the window. Um I think we also probably agree that we can't train a probably agree that we can't train a probably agree that we can't train a model from scratch on our data. So, model from scratch on our data. So, model from scratch on our data. So, we probably want to we probably want to we probably want to start from a pre-trained model. Or maybe start from a pre-trained model. Or maybe start from a pre-trained model. Or maybe another way to look at it as is there's another way to look at it as is there's another way to look at it as is there's a ton of information about the outside a ton of information about the outside a ton of information about the outside world that is useful world that is useful world that is useful for understanding what happens within for understanding what happens within for understanding what happens within our company or like your own context of our company or like your own context of our company or like your own context of choice. So, you very likely want to choice. So, you very likely want to choice. So, you very likely want to start from a pre-trained model. Um, this start from a pre-trained model. Um, this start from a pre-trained model. Um, this leaves us with essentially one axis of leaves us with essentially one axis of leaves us with essentially one axis of scaling, which is compute. And this scaling, which is compute. And this scaling, which is compute. And this brings us to the title of the talk brings us to the title of the talk brings us to the title of the talk today, which is scaling compute on today, which is scaling compute on today, which is scaling compute on context.
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context. context. Um, just like a small tangent while I Um, just like a small tangent while I Um, just like a small tangent while I have you is that I think one thing have you is that I think one thing have you is that I think one thing that's been beneficial for us to realize that's been beneficial for us to realize that's been beneficial for us to realize is that the amount of data isn't really is that the amount of data isn't really is that the amount of data isn't really fixed. There are a lot of ways that you fixed. There are a lot of ways that you fixed. There are a lot of ways that you can get more data afterwards. Like maybe can get more data afterwards. Like maybe can get more data afterwards. Like maybe in the pure like math problem that that in the pure like math problem that that in the pure like math problem that that I'll propose, it's you know, you have I'll propose, it's you know, you have I'll propose, it's you know, you have this fixed data set and you want to this fixed data set and you want to this fixed data set and you want to train it into a model. But really if train it into a model. But really if train it into a model. But really if you're like studying a textbook or you're like studying a textbook or you're like studying a textbook or trying to learn a new language, trying to learn a new language, trying to learn a new language, uh, it's not really like you're limited uh, it's not really like you're limited uh, it's not really like you're limited to the to the to the the words of the textbook itself. the words of the textbook itself. the words of the textbook itself. There's like a lot of stuff you can do. There's like a lot of stuff you can do. There's like a lot of stuff you can do. Like you can find other textbooks, you Like you can find other textbooks, you Like you can find other textbooks, you can go on the internet and search for can go on the internet and search for can go on the internet and search for related things. You can even be related things. You can even be related things. You can even be proactive and talk to speakers of the proactive and talk to speakers of the proactive and talk to speakers of the language or people who know the thing language or people who know the thing language or people who know the thing that you're trying to learn. So, in that you're trying to learn. So, in that you're trying to learn. So, in practice I think the data access is very practice I think the data access is very practice I think the data access is very interesting and not actually fixed. But interesting and not actually fixed. But interesting and not actually fixed. But from like a core from like a core from like a core idealistic standpoint, the way we think idealistic standpoint, the way we think idealistic standpoint, the way we think about things is more or less how do you about things is more or less how do you about things is more or less how do you scale more compute given the same data? scale more compute given the same data? scale more compute given the same data? Um, and for the for the math heads in Um, and for the for the math heads in Um, and for the for the math heads in the room, I'm I'm not going to write any the room, I'm I'm not going to write any the room, I'm I'm not going to write any equations, but I think you can think of equations, but I think you can think of equations, but I think you can think of this as like a a box that you're dropped this as like a a box that you're dropped this as like a a box that you're dropped into and all you have is this one into and all you have is this one into and all you have is this one pre-trained model. Maybe it's I don't pre-trained model. Maybe it's I don't pre-trained model. Maybe it's I don't know, GLM 5.2. Maybe you somehow hacked know, GLM 5.2. Maybe you somehow hacked know, GLM 5.2. Maybe you somehow hacked into Anthropic and stole the weights of into Anthropic and stole the weights of into Anthropic and stole the weights of of Claude and now you're trying to do it of Claude and now you're trying to do it of Claude and now you're trying to do it that way, but you have the pre-trained that way, but you have the pre-trained that way, but you have the pre-trained model and then you have this model and then you have this model and then you have this unstructured data set D. So, maybe this unstructured data set D. So, maybe this unstructured data set D. So, maybe this is like all the emails you've ever is like all the emails you've ever is like all the emails you've ever written. It's all the transcripts from written. It's all the transcripts from written. It's all the transcripts from every meeting your company's ever had.
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every meeting your company's ever had. every meeting your company's ever had. It's some very large unstructured It's some very large unstructured It's some very large unstructured corpus. And the question is like, how do corpus. And the question is like, how do corpus. And the question is like, how do we create a better theta that knows D? we create a better theta that knows D? we create a better theta that knows D? And I'm going to walk through like a few And I'm going to walk through like a few And I'm going to walk through like a few ideas that you could try or that people ideas that you could try or that people ideas that you could try or that people have tried and point to some links and have tried and point to some links and have tried and point to some links and you can also ask me questions at the you can also ask me questions at the you can also ask me questions at the end. end. end. So, core question is something like how So, core question is something like how So, core question is something like how to produce a new model, like call it to produce a new model, like call it to produce a new model, like call it theta the star, that knows D. And I theta the star, that knows D. And I theta the star, that knows D. And I think the definition of know, like this think the definition of know, like this think the definition of know, like this is a very load-bearing term in this is a very load-bearing term in this is a very load-bearing term in this in this question and in this question and in this question and maybe that's where people get the leeway maybe that's where people get the leeway maybe that's where people get the leeway to propose new ideas. But, this is to propose new ideas. But, this is to propose new ideas. But, this is essentially what what you want to do. essentially what what you want to do. essentially what what you want to do. This is what every continual learning This is what every continual learning This is what every continual learning like startup is trying to do. This is like startup is trying to do. This is like startup is trying to do. This is more or less what we're doing at Engram. more or less what we're doing at Engram. more or less what we're doing at Engram. So, I'll start with a very simple idea, So, I'll start with a very simple idea, So, I'll start with a very simple idea, which is, okay, maybe you can just train which is, okay, maybe you can just train which is, okay, maybe you can just train the model on the data. Like you can use the model on the data. Like you can use the model on the data. Like you can use next token prediction and train it like next token prediction and train it like next token prediction and train it like an LLM. an LLM. an LLM. And I think you'll find unless you have And I think you'll find unless you have And I think you'll find unless you have a D that's so wide it can sort of a D that's so wide it can sort of a D that's so wide it can sort of simulate the effect of pre-training, simulate the effect of pre-training, simulate the effect of pre-training, which no one has, then this doesn't work which no one has, then this doesn't work which no one has, then this doesn't work very well.
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very well. very well. Um Um Um I'll walk through an example real quick. I'll walk through an example real quick. I'll walk through an example real quick. Say we have this Say we have this Say we have this set of like 10K financial reports. You set of like 10K financial reports. You set of like 10K financial reports. You want the model to like know these. You want the model to like know these. You want the model to like know these. You want it to be in the weights. You want want it to be in the weights. You want want it to be in the weights. You want the model to answer questions about the model to answer questions about the model to answer questions about them. You want the model to be able to them. You want the model to be able to them. You want the model to be able to create new ones. You want all these create new ones. You want all these create new ones. You want all these behaviors to be like encoded into theta. behaviors to be like encoded into theta. behaviors to be like encoded into theta. Um and then you just train theta on the Um and then you just train theta on the Um and then you just train theta on the context that you have. You can get to a context that you have. You can get to a context that you have. You can get to a loss of like 0.0001. loss of like 0.0001. loss of like 0.0001. Um Um Um and you can end up with a model that and you can end up with a model that and you can end up with a model that knows the data perfectly well. knows the data perfectly well. knows the data perfectly well. And then when you generate from it, And then when you generate from it, And then when you generate from it, it basically collapses. So, this it basically collapses. So, this it basically collapses. So, this strategy, this kind of naive idea of, strategy, this kind of naive idea of, strategy, this kind of naive idea of, oh, take the the context that you have oh, take the the context that you have oh, take the the context that you have and train on it indefinitely. I I one, and train on it indefinitely. I I one, and train on it indefinitely. I I one, it's clearly bounded because there's it's clearly bounded because there's it's clearly bounded because there's some information in that just gets some information in that just gets some information in that just gets perfectly transferred into the model and perfectly transferred into the model and perfectly transferred into the model and then you no longer learn. So, this is then you no longer learn. So, this is then you no longer learn. So, this is like not an indefinite axis of scaling, like not an indefinite axis of scaling, like not an indefinite axis of scaling, but two, it just frankly doesn't work. but two, it just frankly doesn't work. but two, it just frankly doesn't work. Like, just doing this kind of next token Like, just doing this kind of next token Like, just doing this kind of next token prediction on the data you have doesn't prediction on the data you have doesn't prediction on the data you have doesn't produce a model that has interesting produce a model that has interesting produce a model that has interesting generalization properties like normal generalization properties like normal generalization properties like normal models. Like, it can't answer any models. Like, it can't answer any models. Like, it can't answer any question unless the question is question unless the question is question unless the question is perfectly encoded in the data with its perfectly encoded in the data with its perfectly encoded in the data with its answer, which is like never the case in answer, which is like never the case in answer, which is like never the case in in practice.
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in practice. in practice. Um so, let's think about another idea Um so, let's think about another idea Um so, let's think about another idea since this is not quite as easy as we since this is not quite as easy as we since this is not quite as easy as we thought. What if we try to kind of trick thought. What if we try to kind of trick thought. What if we try to kind of trick the model to think the data is in the model to think the data is in the model to think the data is in context? Because we know models are context? Because we know models are context? Because we know models are really good when you paste stuff into really good when you paste stuff into really good when you paste stuff into context. Like, in-context learning is is context. Like, in-context learning is is context. Like, in-context learning is is magical. Um magical. Um magical. Um one idea is you can do like compaction, one idea is you can do like compaction, one idea is you can do like compaction, which is similar to the way that, you which is similar to the way that, you which is similar to the way that, you know, Claude code or Codex or open code, know, Claude code or Codex or open code, know, Claude code or Codex or open code, what have you, does compaction. You take what have you, does compaction. You take what have you, does compaction. You take this really long context, which is D, this really long context, which is D, this really long context, which is D, and then you try to compress it into and then you try to compress it into and then you try to compress it into some set of KVs that can represent the some set of KVs that can represent the some set of KVs that can represent the data to the model in like a very data to the model in like a very data to the model in like a very succinct way. And there's like some succinct way. And there's like some succinct way. And there's like some interesting approaches to do this. You interesting approaches to do this. You interesting approaches to do this. You can do it in like a learned way. This is can do it in like a learned way. This is can do it in like a learned way. This is a very cute paper that has like a kind a very cute paper that has like a kind a very cute paper that has like a kind of greedy algorithm for approximating KV of greedy algorithm for approximating KV of greedy algorithm for approximating KV compaction. So, basically, if your data compaction. So, basically, if your data compaction. So, basically, if your data is is is small enough to fit into context, there small enough to fit into context, there small enough to fit into context, there are some interesting ways to like are some interesting ways to like are some interesting ways to like compress it to something very small and compress it to something very small and compress it to something very small and like pretend like your model knows this.
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like pretend like your model knows this. like pretend like your model knows this. I think there's like multiple problems I think there's like multiple problems I think there's like multiple problems with this. The main one being it only with this. The main one being it only with this. The main one being it only applies to things that are in context, applies to things that are in context, applies to things that are in context, but it also but it also but it also misses, I think, some of the magic that misses, I think, some of the magic that misses, I think, some of the magic that you can get from from taking gradients. you can get from from taking gradients. you can get from from taking gradients. So, there's like an alternate way of So, there's like an alternate way of So, there's like an alternate way of doing it, which is you can train the doing it, which is you can train the doing it, which is you can train the model to think the data is in context. model to think the data is in context. model to think the data is in context. And there's some interesting approaches And there's some interesting approaches And there's some interesting approaches here. Like, I think Ronak was talking here. Like, I think Ronak was talking here. Like, I think Ronak was talking about on-policy distillation. This is a about on-policy distillation. This is a about on-policy distillation. This is a powerful tool for doing kind of powerful tool for doing kind of powerful tool for doing kind of knowledge transfer where you have text knowledge transfer where you have text knowledge transfer where you have text and you show it to the model and then and you show it to the model and then and you show it to the model and then you make the model think that the text you make the model think that the text you make the model think that the text is in context. That's more or less the is in context. That's more or less the is in context. That's more or less the trick of on policy distillation. The on trick of on policy distillation. The on trick of on policy distillation. The on policy part just means you kind of policy part just means you kind of policy part just means you kind of update the model throughout training. Um update the model throughout training. Um update the model throughout training. Um it works. It's it's a pretty good it works. It's it's a pretty good it works. It's it's a pretty good algorithm. I think there are also some algorithm. I think there are also some algorithm. I think there are also some core problems with it, like maybe the core problems with it, like maybe the core problems with it, like maybe the main one being like what data do you main one being like what data do you main one being like what data do you actually do this with? You can't really actually do this with? You can't really actually do this with? You can't really distill the raw documents, so techniques distill the raw documents, so techniques distill the raw documents, so techniques like self-study from the cartridges like self-study from the cartridges like self-study from the cartridges paper on on the left here try to paper on on the left here try to paper on on the left here try to generate like question and answer pairs generate like question and answer pairs generate like question and answer pairs conditioned on D and then train the conditioned on D and then train the conditioned on D and then train the model to behave as if it is seeing D in model to behave as if it is seeing D in model to behave as if it is seeing D in context when it's answering questions. I context when it's answering questions. I context when it's answering questions. I think this is like close to the behavior think this is like close to the behavior think this is like close to the behavior you want, but also has some properties you want, but also has some properties you want, but also has some properties that are not necessarily appealing that are not necessarily appealing that are not necessarily appealing that I'll get to you in a few slides.
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that I'll get to you in a few slides. that I'll get to you in a few slides. Um I think there's one more idea that I Um I think there's one more idea that I Um I think there's one more idea that I think is interesting or maybe maybe two. think is interesting or maybe maybe two. think is interesting or maybe maybe two. Um I think a lot of the magic in deep Um I think a lot of the magic in deep Um I think a lot of the magic in deep learning or in like LLMs, like the learning or in like LLMs, like the learning or in like LLMs, like the reason why you know, GPT-5 is so amazing reason why you know, GPT-5 is so amazing reason why you know, GPT-5 is so amazing is basically because of pre-training. I is basically because of pre-training. I is basically because of pre-training. I think there was like a lot of caveats to think there was like a lot of caveats to think there was like a lot of caveats to this statement, but pre-training is this statement, but pre-training is this statement, but pre-training is amazing for knowledge acquisition. Like amazing for knowledge acquisition. Like amazing for knowledge acquisition. Like I can ask Claude what uh I don't know, I can ask Claude what uh I don't know, I can ask Claude what uh I don't know, result I got in in a paper that I've result I got in in a paper that I've result I got in in a paper that I've written and it actually knows this, written and it actually knows this, written and it actually knows this, which is incredible. And you could argue which is incredible. And you could argue which is incredible. And you could argue maybe they do some one of these maybe they do some one of these maybe they do some one of these synthetic data tricks, but it more or synthetic data tricks, but it more or synthetic data tricks, but it more or less is knowledge that's acquired less is knowledge that's acquired less is knowledge that's acquired through pre-training. And so one way to through pre-training. And so one way to through pre-training. And so one way to teach data to a model is to simulate teach data to a model is to simulate teach data to a model is to simulate pre-training in some way. And these are pre-training in some way. And these are pre-training in some way. And these are like three pretty interesting approaches like three pretty interesting approaches like three pretty interesting approaches to do that, to like craft synthetic data to do that, to like craft synthetic data to do that, to like craft synthetic data conditioned on D and then train data for conditioned on D and then train data for conditioned on D and then train data for longer on the synthetic data as if longer on the synthetic data as if longer on the synthetic data as if you're continuing pre-training. you're continuing pre-training. you're continuing pre-training. I think there are caveats to this I think there are caveats to this I think there are caveats to this approach, like you sort of overwrite approach, like you sort of overwrite approach, like you sort of overwrite some of the pre-training. I think it's some of the pre-training. I think it's some of the pre-training. I think it's difficult to scale, but I think this is difficult to scale, but I think this is difficult to scale, but I think this is like pretty promising. Maybe like one like pretty promising. Maybe like one like pretty promising. Maybe like one blocker is you then have to post-train blocker is you then have to post-train blocker is you then have to post-train the model after doing this. So, a lot of the model after doing this. So, a lot of the model after doing this. So, a lot of people don't actually start with good people don't actually start with good people don't actually start with good pre-trained base models. They have pre-trained base models. They have pre-trained base models. They have post-trained models, which makes this post-trained models, which makes this post-trained models, which makes this hard. But, I I do like this line of hard. But, I I do like this line of hard. But, I I do like this line of work, and these papers are interesting work, and these papers are interesting work, and these papers are interesting resources if you're resources if you're resources if you're interested in learning more. I need to interested in learning more. I need to interested in learning more. I need to go faster. There's one more go faster. There's one more go faster. There's one more Uh Uh Uh let's skip Andre. There's one more let's skip Andre. There's one more let's skip Andre. There's one more interesting idea, which is you can craft interesting idea, which is you can craft interesting idea, which is you can craft unsupervised reinforcement learning unsupervised reinforcement learning unsupervised reinforcement learning environments and do RL. It's It's pretty
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environments and do RL. It's It's pretty environments and do RL. It's It's pretty similar to the previous suggestion, similar to the previous suggestion, similar to the previous suggestion, except instead of doing some type of except instead of doing some type of except instead of doing some type of distillation, you're just using like RL distillation, you're just using like RL distillation, you're just using like RL loss like GRPO or whatever. loss like GRPO or whatever. loss like GRPO or whatever. Um I think all of these are are Um I think all of these are are Um I think all of these are are promising, but also missing maybe some promising, but also missing maybe some promising, but also missing maybe some core component. Uh the thing that we're core component. Uh the thing that we're core component. Uh the thing that we're really after is like to give the model really after is like to give the model really after is like to give the model more knowledge of D, or to get better more knowledge of D, or to get better more knowledge of D, or to get better depth of your domain. We want to be able depth of your domain. We want to be able depth of your domain. We want to be able to add compute arbitrarily to add compute arbitrarily to add compute arbitrarily in a way that makes the model better. in a way that makes the model better. in a way that makes the model better. So, So, So, I think none of the approaches I I think none of the approaches I I think none of the approaches I proposed do this. proposed do this. proposed do this. Um basically for classical machine Um basically for classical machine Um basically for classical machine learning reasons, which is that whatever learning reasons, which is that whatever learning reasons, which is that whatever you do, you have to define the data set, you do, you have to define the data set, you do, you have to define the data set, and then you train on the data set, and and then you train on the data set, and and then you train on the data set, and eventually things saturate. So, even if eventually things saturate. So, even if eventually things saturate. So, even if it's like really hard, unless your model it's like really hard, unless your model it's like really hard, unless your model is under parameterized, eventually it is under parameterized, eventually it is under parameterized, eventually it will learn all the data. And this will learn all the data. And this will learn all the data. And this doesn't give the property the beautiful doesn't give the property the beautiful doesn't give the property the beautiful scaling properties that we see out of scaling properties that we see out of scaling properties that we see out of pre-training. It's kind of like a data pre-training. It's kind of like a data pre-training. It's kind of like a data wall in in the synthetic sense, where wall in in the synthetic sense, where wall in in the synthetic sense, where when you create synthetic data from D when you create synthetic data from D when you create synthetic data from D and and train on it, you eventually hit and and train on it, you eventually hit and and train on it, you eventually hit this upper bound where like you've this upper bound where like you've this upper bound where like you've learned all of the synthetic data. And learned all of the synthetic data. And learned all of the synthetic data. And then you have to do it again. And so, I then you have to do it again. And so, I then you have to do it again. And so, I think a lot of the missing components think a lot of the missing components think a lot of the missing components here are are how do you do it again?
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here are are how do you do it again? here are are how do you do it again? Like what's this second stage of of Like what's this second stage of of Like what's this second stage of of training look like? Like so, you can do training look like? Like so, you can do training look like? Like so, you can do almost any of the techniques I just almost any of the techniques I just almost any of the techniques I just mentioned. You could do, you know, the mentioned. You could do, you know, the mentioned. You could do, you know, the attention matching, or some type of attention matching, or some type of attention matching, or some type of self-study thing, or some continued self-study thing, or some continued self-study thing, or some continued pre-training. pre-training. pre-training. But, eventually you will fit the data But, eventually you will fit the data But, eventually you will fit the data and you'll know some about D, but you and you'll know some about D, but you and you'll know some about D, but you won't know everything and you'll no won't know everything and you'll no won't know everything and you'll no longer have this property where you can longer have this property where you can longer have this property where you can add compute and give the model more add compute and give the model more add compute and give the model more depth. So, I think a lot of the exciting depth. So, I think a lot of the exciting depth. So, I think a lot of the exciting work here comes from like this idea of work here comes from like this idea of work here comes from like this idea of like self-improvement. like self-improvement. like self-improvement. Um it's a bit overworked as well, but I Um it's a bit overworked as well, but I Um it's a bit overworked as well, but I think this is actually the magic behind think this is actually the magic behind think this is actually the magic behind a lot of successful RL systems like a lot of successful RL systems like a lot of successful RL systems like AlphaGo is that AlphaGo makes its own AlphaGo is that AlphaGo makes its own AlphaGo is that AlphaGo makes its own training questions harder by getting training questions harder by getting training questions harder by getting better through training. And so, I think better through training. And so, I think better through training. And so, I think one thing that everyone is looking for one thing that everyone is looking for one thing that everyone is looking for is a technique that can is a technique that can is a technique that can make models better, which makes them make models better, which makes them make models better, which makes them train themselves better. Or like this is train themselves better. Or like this is train themselves better. Or like this is maybe a long way of saying maybe a long way of saying maybe a long way of saying self-improvement. Like you sort of self-improvement. Like you sort of self-improvement. Like you sort of generate data and then the model gets a generate data and then the model gets a generate data and then the model gets a bit better and then you generate better bit better and then you generate better bit better and then you generate better data um recursively. And I think this is data um recursively. And I think this is data um recursively. And I think this is something that we're working on a lot at something that we're working on a lot at something that we're working on a lot at Ngram is like how do you make like when Ngram is like how do you make like when Ngram is like how do you make like when we started the company, we we generated we started the company, we we generated we started the company, we we generated curves that look just like this blue curves that look just like this blue curves that look just like this blue curve where no matter sort of how much curve where no matter sort of how much curve where no matter sort of how much data we generate or how much we train, data we generate or how much we train, data we generate or how much we train, we kind of do plateau because there's we kind of do plateau because there's we kind of do plateau because there's this this this almost like natural upper bound to how almost like natural upper bound to how almost like natural upper bound to how much you can learn in one go from D.
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much you can learn in one go from D. much you can learn in one go from D. But, I think it turns out that there are But, I think it turns out that there are But, I think it turns out that there are more sophisticated things you can do more sophisticated things you can do more sophisticated things you can do that make the training gradually harder that make the training gradually harder that make the training gradually harder that make the model better over time. that make the model better over time. that make the model better over time. So, this is the kind of like platonic So, this is the kind of like platonic So, this is the kind of like platonic graph we're looking for when we talk graph we're looking for when we talk graph we're looking for when we talk about scaling compute on context. It's about scaling compute on context. It's about scaling compute on context. It's like your emails, for example, the model like your emails, for example, the model like your emails, for example, the model is just generating a better and better is just generating a better and better is just generating a better and better internal model of who you are and what internal model of who you are and what internal model of who you are and what you do and what your goals are, what you do and what your goals are, what you do and what your goals are, what your value function looks like, and it your value function looks like, and it your value function looks like, and it can can can help you more and more. Um okay, so I think I'll wrap up here. I Um okay, so I think I'll wrap up here. I have 1 minute left. That's like a have 1 minute left. That's like a have 1 minute left. That's like a summary of maybe what we think about summary of maybe what we think about summary of maybe what we think about when we think about doing research at when we think about doing research at when we think about doing research at Ngram. It's a little bit abstract, but Ngram. It's a little bit abstract, but Ngram. It's a little bit abstract, but hopefully that gives you an idea of like hopefully that gives you an idea of like hopefully that gives you an idea of like what the core research problems are. If what the core research problems are. If what the core research problems are. If you're interested, you feel free to um you're interested, you feel free to um you're interested, you feel free to um talk to me after. You can message me talk to me after. You can message me talk to me after. You can message me online, or even just apply. Just go to online, or even just apply. Just go to online, or even just apply. Just go to ngr.am.com and we have job postings for ngr.am.com and we have job postings for ngr.am.com and we have job postings for various like engineering and research various like engineering and research various like engineering and research roles. Um, yeah, thank you so much. roles. Um, yeah, thank you so much. roles. Um, yeah, thank you so much. >> [applause]
Summary
The talk focuses on scaling compute on context, a problem akin to continual learning, with a practical goal of achieving depth in AI. Referencing mathematician Terence Tao's insights on AI's broad knowledge versus human specialists' deep intuition, the takeaway is that the startup N gram is pursuing this depth to bridge knowledge gaps and enable models to learn beyond their initial training cutoffs.