Muon is Not That Special: Random or Inverted Spectra Work Just as Well
Authors: Zakhar Shumaylov, Nathaël Da Costa, Peter Zaika, Bálint Mucsányi, Alex Massucco, Yoav Gelberg, Carola-Bibiane Schönlieb, Yarin Gal, +1 more
Organizations: University of Cambridge · University of Tübingen · University of Oxford
Abstract
The recent empirical success of the Muon optimizer has renewed interest in non-Euclidean optimization, typically justified by similarities with second-order methods, and linear minimization oracle (LMO) theory. In this paper, we challenge this geometric narrative through three contributions, demonstrating that precise geometric structure is not the key factor affecting optimization performance. First, we introduce Freon, a family of optimizers based on Schatten (quasi-)norms, powered by a novel, provably optimal QDWH-based iterative approximation. Freon naturally interpolates between SGD and Muon, while smoothly extrapolating into the quasi-norm regime. Empirically, the best-performing Schatten parameters for GPT-2 lie strictly within the quasi-norm regime, and thus cannot be represented by any unitarily invariant LMO. Second, noting that Freon performs well across a wide range of exponents, we introduce Kaon, an absurd optimizer that replaces singular values with random noise. Despite lacking any coherent geometric structure, Kaon matches Muon's performance and retains classical convergence guarantees, proving that strict adherence to a precise geometry is practically irrelevant. Third, having shown that geometry is not the primary driver of performance, we demonstrate it is instead controlled by two local quantities: alignment and descent potential. Ultimately, each optimizer must tune its step size around these two quantities. While their dynamics are difficult to predict a-priori, evaluating them within a stochastic random feature model yields a precise insight: Muon succeeds not by tracking an ideal global geometry, but by guaranteeing step-size optimality.
Muon orthogonalizes the momentum buffer before each update, replacing its singular values with ones via Newton-Schulz iterations. This simple change lets Muon tolerate far larger learning rates and converge faster than other optimizers, but why? We show that the mechanism is spectral flattening, and develop two results around it. First, we prove that Muon's maximal stable step size scales with the average singular value of the gradient rather than the largest, which bottlenecks standard gradient descent. Second, we recast Muon as a preconditioned gradient method and show, under a Kronecker-factored curvature model, that it improves the effective convergence factor, with the improvement controlled by the spectrum of the gradient covariance. Extensive experiments validate both results: Muon remains stable at learning rates that cause SGD to diverge within the first few iterations, and reaches accuracy milestones several epochs earlier even at identical step sizes. Taken together, our results offer a principled, geometric explanation for Muon's empirical success.
Modern optimizers, like Muon, impose matrix-wise geometry constraints on their updates. These matrix-wise constraints can be unified under Linear Minimization Oracle (LMO) theory. However, all current methods impose fixed LMO geometries for the update rules, chosen by-design or empirically, which are not necessarily optimal according to the problem's geometry. We introduce a novel efficient datadriven criterion for dynamically choosing proxy-optimal update LMO geometries on individual Deep Neural Network layers. Derived in closed form from gradient and activation statistics using a single-step random feature regression surrogate model, our criterion navigates a design space interpolating from SGD to Muon updates. Moreover, integrating parameter-wise preconditioning allows our framework to recover SGD, Muon, Adam, and MuAdam as specific extrema. To make this adaptive approach scalable, we pair it with efficient computational strategies, achieving only a ∼ 3% runtime overhead on highly optimized baselines. As a proof of concept, we show that this data-driven optimizer beats or remains competitive with the performance of the best performing optimizer between Muon and AdamW across three different training scenarios. Ultimately, this work provides evidence that LMO geometry can be successfully and efficiently adapted from runtime data, opening a new pathway for optimizer design beyond static geometries.
Thomas Massena, Corentin Friedrich, Mathieu Serrurier
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.