Defazio (2026) — ARXIV-2605.19095

Key takeaways

What the ”+” is. Algorithm 1, “ScheduleFree+ (AdamC + Schedule-Free + Polyak)”, has six parts:

  • Inner momentum restored, β1 = 0.75–0.9. The original removed it because it “did not provide any benefit in their early experimentation on small models”.
  • Polyak step sizes normalized by the gradient’s L1 norm. This makes the optimizer learning-rate-free: there is no peak rate to set.
  • Fully decoupled AdamC weight decay. It “is necessary when using the Polyak step size” and needs values “typically in the range 5-50”.
  • No averaging at the start (“c-warmup”), for about twice the learning-rate warmup.
  • Outer momentum β annealed from 0.8 or 0.9 to 0.965.
  • r = 1 averaging weights, which win clearly past about 30B tokens.

The two admissions about the original are the findings that transfer.

  1. Large batch. Plain Schedule-Free “hits a scaling ‘cliff’ at 2M tokens per batch, compared to AdamW which has a similar cliff at 4M tokens” (120M, FineWeb-EDU). The cleanest single-variable result in the paper is Fig. 3a: the same setup with β1 of 0 or 0.9, and the learning rate swept. Restoring inner momentum removes the cliff. Fig. 2’s panels also change the learning-rate coefficient, so they are less clean. The original missed the cliff because it “was performed on V100 GPUs which can only handle relatively small batch-sizes”. This confirms outside reports that plain Schedule-Free “falls behind” at large batch.
  2. Weight decay. The original’s unusually small weight decay was “compensating for gradient norm drift”. The argument is that an average of points on a weight-norm sphere lies inside it, so the averaged weights’ norm falls by roughly half. That raises gradient norms and so the effective learning rate. Scaling steps by 1/‖g‖_1 “entirely eliminate[s] the issue of rising weight norms” and matches the best previous loss (Fig. 6). The mechanism is argued and correlational, and the author hedges (“It’s unclear if there is any deeper connection”).

The ladders. Linear decay to zero “using a learning rate tuned with a grid search”, and WSD, against ScheduleFree+ with no learning-rate search. There are three horizons, all at sequence length 1024:

  • 1000 tokens/param, 120M to 1B at 1T tokens. “significantly improves upon the AdamW baseline”. The one number is 120M only: ScheduleFree+ “reached the same final loss value as a 45% longer run, a 31% reduction in training time”.
  • 100 tokens/param, to 2B. It beats WSD at all sizes and beats linear decay “at all but the 2B scale”.
  • 20 tokens/param, to 2B. “an advantage … at smaller model sizes, but … a small performance gap for larger models when compared to the linear decay schedule”. It still beats WSD at every size.

Side results on schedules. WSD “is consistently outperformed by the linear decay schedule in our experiments when tuned to the same training horizon”. A cosine floor of 0.1 “is suboptimal” (500M, Fig. 16).

Both baseline arms come from papers the record holds. The linear-decay arm is Bergsma et al.’s schedule, LIT-147, which the paper cites for linear decay’s state-of-the-art results on LLMs and as having also observed WSD’s suboptimality; here it beat WSD whenever both were tuned to the horizon, and ScheduleFree+ beat it at 100 tokens per parameter except at 2B and lost to it at the larger sizes at 20. The WSD arm is the constant-then-cooldown schedule Hägele et al., LIT-145, validated against cosine, and it lost to ScheduleFree+ at every size from 120M to 2B. The paper attributes WSD to Zhai et al. and Hu et al. and runs a linear anneal rather than LIT-145’s 1-sqrt cooldown; it cites Hägele et al. for checkpoint averaging and for the Schedule-Free limitations its modifications address.

Traps

  • The headline comparison is a package against AdamW. ScheduleFree+ carries AdamC weight decay (λ = 20). Its linear-decay and WSD arms are AdamW with λ = 0.05, and the paper’s own Fig. 4a shows “AdamC slightly outperforms AdamW” under linear decay. Some of the margin may be the weight decay’s, not the schedule’s. How WSD was tuned is not stated. The runs use one seed and report loss only, with no downstream evaluation, and the curves come with no table of final losses.
  • The paper disagrees with itself about short runs. §1 says “No final loss advantage is seen for short duration (20-100 TPP) runs”, while §9.2 reports an advantage at small sizes that closes, then reverses, at 2B. The consistent reading is that the short-run advantage shrinks with scale.
  • “Learning-rate-free” means no peak learning rate. Several other hyperparameters remain: a warmup schedule, a weight decay in a new range that varies between experiments (5, 20, 50), β annealing endpoints, r, the c-warmup length, the Polyak EMA coefficient and clipping.
  • It is not Schedule-Free AdamW. Evidence for ScheduleFree+ is not evidence for the method SOTA-156 describes, and it is not independent of it: it has the same author and the same repository.

Standing in the anthology

Filed from the reading-time triage of 2026-09-25, as the successor of LIT-213. It sources no practice of its own. It corrects two in place:

  • SOTA-156 gains it as a second, same-author source, and its Conditions gain what it documents: the large-batch cliff without inner momentum, and hyperparameters beyond “no additional hyperparameter”. It does not meet SOTA-156’s promote_when. It stops at 1B / 1T rather than going above, cosine is not in the ladder, WSD’s tuning is unstated, and there is no peak learning rate to sweep.
  • SOTA-140 said “Nobody has run the two against each other”. Someone now has, with the caveats above, and WSD lost at every size. The practice stays contested. Its reply is that this comparison is one author’s package against an arm without AdamC.

Its linear-decay results are a second group’s corroboration of SOTA-141 (decay linearly to zero), but a side result on single seeds. That is noted here rather than added to the practice’s sources.