Orthogonality

We provide a unified theoretical analysis of Linear Discriminant Analysis with simultaneous multilabel scatter matrix formulations and Stiefel orthogonality constraints. Our contributions span both algebraic structure and statistical guarantees. On the algebraic side, we characterize the rank of the multilabel between-class scatter matrix, showing that the effective discriminant dimensionality can strictly exceed the classical single-label bound of $C-1$; we establish a multilabel partition of variance and prove that all four Fisher objectives are equivalent under the $W^\top S_t^{ML} W = I_r$ constraint while characterizing their divergence under the Stiefel constraint; and we prove a two-sided label-distance preservation bound relating projected distances to Hamming distances in label space. On the statistical side, we establish a finite-sample $O(k_{\max}\sqrt{d\log d/n}/gap_r)$ bound on the subspace estimation error under sub-Gaussian noise with a matching $Ω(σ^2 d/(n\,gap_r))$ minimax lower bound, establishing a near-minimax-optimal rate (matching up to logarithmic and $k_{\max}$ factors) for multilabel discriminant subspace estimation. We further provide high-probability distance concentration, robustness guarantees under label interactions, and a regularization analysis preserving the spectral structure when $d \gg n$. All results are verified numerically on synthetic data generated from the linear label-effect model, covering both the algebraic identities and the multilabel-specific quantities ($k_{\max}$, $κ(S_t^{ML})$, $\|Γ/n\|_2$, $Δ_r$) that govern the statistical bounds. The numerical experiments are designed as a sanity check for the theorems rather than as an empirical benchmark; evaluation on real multilabel datasets is left to future work targeting application-oriented venues.

Parametric Retrieval-Augmented Generation (PRAG) encodes external documents into lightweight parameter modules that can be retrieved and merged at inference time, offering a promising alternative to in-context retrieval augmentation. Despite its potential, many PRAG implementations train document adapters with task-supervised objectives, which may cause each adapter to encode both document-specific facts and reusable task-solving behavior. This entanglement may make adapter composition less reliable: when multiple adapters are merged at inference time, their overlapping task behaviors can accumulate together with document-specific updates, potentially making the merged adapter less stable and less focused on the intended document knowledge. To examine this issue, we explore Orthogonal Subspace Decomposition (OSD), an adapter-training setup that separates reusable task behavior from document-specific knowledge adapters. Concretely, we first train a Task LoRA to capture reusable task behavior, and then train document LoRAs to encode document-specific knowledge in a orthogonal subspace. This setup provides a controlled way to examine how orthogonalizing task and document LoRA updates affects adapter composition in multi-document PRAG. Experiments across multiple knowledge-intensive tasks and model scales suggest that this orthogonalization strategy can improve compositional robustness in parametric RAG, especially when multiple document adapters are merged.

Optimization over the Stiefel manifold $\mathrm{St}(p,d)$, the set of $p \times d$ column-orthonormal matrices, is fundamental in statistics, machine learning, and scientific computing, yet remains challenging in the presence of non-convex, non-smooth, or black-box objectives. Existing methods largely rely on either convex relaxations or gradient-based Riemannian optimization, limiting applicability in derivative-free and highly multimodal settings. We propose \textsc{BOOOM} (Black-box Optimization Over Orthonormal Manifolds), a general-purpose framework for loss-function-agnostic optimization on $\mathrm{St}(p,d)$. The key idea is a global Givens rotation-based parametrization that maps the manifold to an unconstrained Euclidean angle space while preserving feasibility exactly. Building on this representation, BOOOM employs a structured, parallelizable, derivative-free search based on Recursive Modified Pattern Search, enabling systematic exploration through plane-wise rotations without requiring gradient information and facilitating escape from poor local optima. We establish a unified theoretical framework showing equivalence between angle-space and manifold optimization, transfer of stationarity, and global convergence in probability under mild conditions. Empirical results across diverse problems, including heterogeneous quadratic optimization, low-rank and sparse matrix decomposition, independent component analysis, and orthogonal joint diagonalization, among other widely studied settings, demonstrate strong performance relative to state-of-the-art methods, particularly in non-smooth and highly multimodal regimes. We further illustrate its practical utility through a novel supervised PCA formulation applied to metabolomics data in colorectal cancer.

As video generation models achieve unprecedented capabilities, the demand for robust video evaluation metrics becomes increasingly critical. Traditional metrics are intrinsically tailored for short-video evaluation, predominantly assessing frame-level visual quality and localized temporal smoothness. However, as state-of-the-art video generation models scale to generate longer videos, these metrics fail to capture essential long-range characteristics, such as narrative richness and global causal consistency. Recognizing that short-term visual perception and long-context attributes are fundamentally orthogonal dimensions, we argue that long-video metrics should be disentangled from short-video assessments. In this paper, we focus on the rigorous justification and design of a dedicated framework for long-video evaluation. We first introduce a suite of long-video attribute corruption tests, exposing the critical limitations of existing hort-video metrics from their insensitivity to structural inconsistencies, such as shot-level perturbations and narrative shuffling. To bridge this gap, we design a novel long-video metric based on shot dynamics, which is highly sensitive to the long-range testing framework. Furthermore, we introduce Long-CODE (Long-Context as an Orthogonal Dimension for video Evaluation), a specialized dataset designed to benchmark long-video evaluation, with human annotations isolated specifically to genuine long-range characteristics. Extensive experiments show that our proposed metrics achieve state-of-the-art correlation with human judgments. Ultimately, our metric and benchmark seamlessly complement existing short-video standards, establishing a holistic and unbiased evaluation paradigm for video generation models.

Task arithmetic provides an efficient, training-free way to edit pre-trained models, yet lacks a fundamental theoretical explanation for its success. The existing concept of ``weight disentanglement" describes the ideal outcome of non-interfering task composition but does not reveal its underlying cause. Crucially, what intrinsic properties of the pre-trained model ($θ_0$) or the task vectors ($τ_t$) enable this disentanglement remains underexplored. In this paper, we introduce Task-Feature Specialization (TFS), a model's ability to allocate distinct internal features to different tasks, as the fundamental principle. We first prove that TFS is a sufficient condition for weight disentanglement. More importantly, we find that TFS also gives rise to an observable geometric consequence: weight vector orthogonality. This positions TFS as the common cause for both the desired functional outcome (disentanglement) and a measurable geometric property (orthogonality). This relationship provides the key insight for our method: since the abstract TFS property is intractable to enforce directly, we can instead promote weight disentanglement by shaping its concrete geometric consequence, orthogonality. Therefore, we propose OrthoReg, a simple and effective regularization method that actively enforces an internal orthogonal structure on weight updates ($ΔW$) that constitute $τ_t$ during fine-tuning. And we theoretically prove that OrthoReg promotes disentanglement. Extensive experiments demonstrate that OrthoReg consistently and significantly enhances the performance of various task arithmetic methods. Code is available at \href{https://github.com/RL-MIND/OrthoReg}{https://github.com/RL-MIND/OrthoReg}.

Communication in Large Language Model (LLM)-based multi-agent systems is moving beyond discrete tokens to preserve richer context. Recent work such as LatentMAS enables agents to exchange latent messages through full key-value (KV) caches. However, full KV relay incurs high memory and communication cost. We adapt KV-cache eviction methods to this setting and introduce \textbf{Orthogonal BackFill (OBF)} to mitigate information loss from hard eviction. OBF injects a low-rank orthogonal residual from discarded KV states into the retained KV states. We evaluate OBF against full KV relay on nine benchmarks spanning mathematical reasoning, expert and commonsense QA, and coding. With only 9.9%-20.2% of the prompt KV states retained, H-OBF delivers between $97$ and $120$ of full KV relay's per-benchmark accuracy across the nine benchmarks. This suggests that more information does not necessarily lead to better communication; preserving the most useful information matters more. Our codebase is included in the supplementary material. Our codebase is publicly available on https://github.com/markli404/When-Less-Latent-Leads-to-Better-Relay.

Conventional image denoising models often inadvertently learn spurious correlations between environmental factors and noise patterns. Moreover, due to high-frequency ambiguity, they struggle to reliably distinguish subtle textures from stochastic noise, resulting in over-removed details or residual noise artifacts. We therefore revisit denoising via causal intervention, arguing that purely correlational fitting entangles intrinsic content with extrinsic noise, which directly degrades robustness under distribution shifts. Motivated by this, we propose the Teacher-Guided Causal Disentanglement Network (TCD-Net), which explicitly decomposes the generative mechanism via structured interventions on feature spaces within a Vision Transformer framework. Specifically, our method integrates three key components: (1) An Environmental Bias Adjustment (EBA) module projects features into a stable, de-centered subspace to suppress global environmental bias (de-confounding). (2) A dual-branch disentanglement head employs an orthogonality constraint to force a strict separation between content and noise representations, preventing information leakage. (3) To resolve structural ambiguity, we leverage Nano Banana Pro, Google's reasoning-guided AI image generation model, to guide a causal prior, effectively pulling content representations back onto the natural-image manifold. Extensive experiments demonstrate that TCD-Net outperforms mainstream methods across multiple benchmarks in both fidelity and efficiency, achieving a real-time speed of 104.2 FPS on a single RTX 5090 GPU.

Compositional generalization, the ability to recognize familiar parts in novel contexts, is a defining property of intelligent systems. Although modern models are trained on massive datasets, they still cover only a tiny fraction of the combinatorial space of possible inputs, raising the question of what structure representations must have to support generalization to unseen combinations. We formalize three desiderata for compositional generalization under standard training (divisibility, transferability, stability) and show they impose necessary geometric constraints: representations must decompose linearly into per-concept components, and these components must be orthogonal across concepts. This provides theoretical grounding for the Linear Representation Hypothesis: the linear structure widely observed in neural representations is a necessary consequence of compositional generalization. We further derive dimension bounds linking the number of composable concepts to the embedding geometry. Empirically, we evaluate these predictions across modern vision models (CLIP, SigLIP, DINO) and find that representations exhibit partial linear factorization with low-rank, near-orthogonal per-concept factors, and that the degree of this structure correlates with compositional generalization on unseen combinations. As models continue to scale, these conditions predict the representational geometry they may converge to. Code is available at https://github.com/oshapio/necessary-compositionality.

We study the slice-matching scheme, an efficient iterative method for distribution matching based on sliced optimal transport. We investigate convergence to the target distribution and derive quantitative non-asymptotic rates. To this end, we establish Lojasiewicz-type inequalities for the Sliced-Wasserstein objective. A key challenge is to control along the trajectory the constants in these inequalities. We show that this becomes tractable for Gaussian distributions. Specifically, eigenvalues are controlled when matching along random orthonormal bases at each iteration. We complement our theory with numerical experiments and illustrate the predicted dependence on dimension and step-size, as well as the stabilizing effect of orthonormal-basis sampling.

A central premise in mechanistic interpretability is that meaningful concepts in language models are represented by linear features in activation space. For such features to support reliable interventions, manipulating one feature should not substantially alter the effects of others. In practice, however, feature entanglement leads to interference such that localized interventions can have unintended downstream effects. Motivated by the \textit{Independent Causal Mechanisms} principle, we propose to constrain internal features to be almost orthogonal. We argue that this promotes modular representations amenable to causal intervention. We formalize this problem by characterizing the gap between an idealized isolated intervention and its realized effect on model outputs in terms of feature interference. We upper-bound the propagation of feature interference in terms of the self-coherence of the feature dictionary, and relate this discrepancy to an explicit orthogonality regularization on the dictionary itself. Empirically, we show that this regularization enables more isolated interventions on mathematical reasoning concepts while preserving model performance. Our code is available under \texttt{https://github.com/mrtzmllr/sae-icm}.

Neural network (NN) training is inherently a large-scale matrix optimization problem, yet the matrix structure of NN parameters has long been overlooked. Recently, the optimizer Muon \citep{jordanmuon}, which explicitly exploits this structure, has gained significant attention for its strong performance in foundation model training. A key component contributing to Muon's success is matrix orthogonalization. In this paper, we propose \textit{low-rank orthogonalization}, which performs orthogonalization by leveraging the low-rank nature of gradients during NN training. Building on this, we introduce low-rank matrix-signed gradient descent (MSGD) and a low-rank variant of Muon. %Numerical experiments demonstrate the superior performance of low-rank orthogonalization, with low-rank Muon achieving promising results in GPT-2 and LLaMA pretraining---surpassing the carefully tuned vanilla Muon on tasks with large model sizes. {Numerical experiments demonstrate the advantages of low-rank orthogonalization: low-rank Muon generally matches or improves upon vanilla Muon on the GPT-2 and LLaMA pretraining tasks, with clearer improvements observed for relatively larger models.} Theoretically, we establish the iteration complexity of low-rank MSGD for finding an approximate stationary solution, and the iteration complexity of low-rank Muon for finding an approximate stochastic stationary solution under heavy-tailed noise. The code to reproduce our numerical experiments is available at https://github.com/dengzhanwang/Low-rank-Muon.

In this work, a novel algorithm structured on Lie algebras for the approximate quantum state preparation problem is proposed, addressing a challenge of fundamental importance in many areas of quantum computing. The algorithm uses a variational quantum circuit designed on the Standard Recursive Block Basis (SRBB), a hierarchical construction for the matrix algebra of the $SU(2^n)$ group, which is capable of linking the variational parameters with the topology of the Lie group. Compared to the full algebra, using only diagonal components reduces the number of CNOTs by an exponential factor, as well as the circuit depth, in full agreement with the relaxation principle inherent to the approximation methodology of minimizing resources while achieving high accuracy. The desired quantum state is then approximated by a novel quantum neural network, which is designed based on the diagonal SRBB sub-algebra. This approach provides a new scheme for approximate quantum state preparation in a variational framework and a specific use case for the SRBB hierarchy. The performance of the algorithm is assessed with different loss functions, such as fidelity, trace distance, and Frobenius norm, in relation to two optimizers: Adam and Nelder-Mead. The results highlight the potential of SRBB in close connection with the geometry of unitary groups, achieving high accuracy of up to 4 qubits in simulation, but also its current limitations with an increasing number of qubits. Additionally, the approximate SRBB-based QSP algorithm has been tested on real quantum devices to assess its performance with a small number of qubits.

We consider the effect of Gaussian perturbations on least-squares residuals, orthogonal projections, and QR-type algorithms. The problem that motivated our investigations is as follows: suppose that a full column-rank matrix $B\in\mathbb{R}^{m\times n}$ has already been computed, and suppose that a new normalized column $q=(x+y)/\|x+y\|_2$ is to be appended to $B$, where $x\perp\operatorname{span}(B)$ is the ideal orthogonal component and $y$ represents the orthogonalization error. How large can the condition number $κ([B,q])$ of the resulting matrix $[B,q]$ become? While we provide a Weyl-type bound on the singular values of $[B,q]$, in terms of the extremal singular values of $B$ and the quantity $\|B^T y\|_2/\|x+y\|_2$, we also derive exact probability laws for norms and projection residuals under Gaussian perturbations. Finally, we use these probability laws to derive probabilistic condition-number bounds for QR-type processes with imperfect orthogonalization and exact normalization.