Paper Overview
Research Area: Machine Learning Authors: Yuxing Liu, Jianyu Wang, Tong Zhang Published: 2025-05-09 arXiv: 2505.03479
Abstract
Optimizers play an important role in both pretraining and finetuning stages when training large language models (LLMs). In this paper, the authors present an observation that full finetuning with the same optimizer as in pretraining achieves a better learning-forgetting tradeoff, i.e., forgetting less while achieving the same or better performance on the new task, than other optimizers and, possibly surprisingly, LoRA, during the supervised finetuning (SFT) stage. This phenomenon is termed optimizer-model consistency.
To better understand it, through controlled experiments and theoretical analysis, the paper shows that:
1. Optimizers can shape the models by having regularization effects on the activations, leading to different landscapes around the pretrained checkpoints. 2. In response to this regularization effect, weight updates in SFT should follow certain specific structures to reduce forgetting of pretrained knowledge, which can be achieved by using the same optimizer.
Additionally, the authors specifically compare Muon and AdamW used throughout both pretraining and SFT, finding that Muon performs worse when finetuning on reasoning tasks. Through synthetic language modeling experiments, they demonstrate that this may stem from Muon's strong tendency toward rote memorization, which can harm pattern acquisition under limited data — as is the case in SFT.
Key Findings
- Optimizer-model consistency: Reusing the pretraining optimizer for full finetuning yields less forgetting and equal or better new-task performance than alternative optimizers, and can even outperform LoRA.
- Mechanism: Optimizers impose regularization effects on activations, shaping distinct loss landscapes around pretrained checkpoints; matching optimizers produces weight updates with structures that preserve prior knowledge.
- Muon vs. AdamW: Muon underperforms on reasoning-task finetuning, likely due to a rote-memorization bias that hurts pattern acquisition in low-data regimes.