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Nathan Lambert: belief

1 Feb 2026 Lex Fridman Podcast #490 – State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI

“I think process reward models were tried a lot more in the pre-o1 era, and a lot of people had headaches with them.”

— Nathan Lambert

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Speaker
Nathan Lambert
Attribution
Verified speaker
Claim type
belief
Recorded
1 Feb 2026
Publisher
Lex Fridman Podcast

Transcript context

…So RLVR is more unlimited in how much you can train or still get benefit, whereas RLHF, because it’s preference tuning, reaches a certain point where it doesn’t really make sense to spend more budget on it. To take a step back with preference tuning: there are multiple people that can give multiple explanations for the same thing and they can both be correct, but at some point, you learn a certain style and it doesn’t make sense to iterate on it. My favorite example is if relatives ask me what laptop they should buy. I give them an explanation or ask about their use case, and they might prioritize battery life and storage. Other people, like us, would prioritize RAM and compute. Both answers are correct, but different people require different answers. With preference tuning, you are trying to average somehow; you are asking the data labelers to give you the preferred answer and then you train on that. But at some point, you learn that average preferred answer, and there’s no reason to keep training longer on it because it’s just a style. With RLVR, you let the model solve more and more complex, difficult problems. So I think it makes more sense to allocate more budget long-term to RLVR. Right now, we are in an RLVR 1.0 phase where it’s still that simple thing where we have a question and answer, but we don’t do anything with the stuff in between. There were multiple research papers, by Google for example, on process reward models that also give scores for the explanation—how correct is the explanation? I think that will be the next thing, let’s say RLVR 2.0 for this year, focusing on the steps between question and answer and how to leverage that information to improve the explanation and accuracy. That’s one angle. And there was a DeepSeek-V3.2 paper where they also had interesting inference scaling. Well, first they had developed models that grade themselves as a separate model. I think that will be one aspect. And the other, like Nathan mentioned, will be RLVR branching into other domains. The place where people are excited is value functions— —which is pretty similar. Process reward models assign how good something is to each intermediate step in a reasoning process, whereas value functions apply value to every token the language model generates. Both of these have been largely unproven in the language modeling and reasoning model era. People are more optimistic about value functions for whatever reason now. I think process reward models were tried a lot more in the pre-o1 era, and a lot of people had headaches with them. Value models have a very deep history in reinforcement learning. They’re one of the first things that were core to deep reinforcement learning existing—training value models. So right now the literature shows people are excited about trying value models, but there’s very little proof in it. And there are negative examples in trying to scale up process reward models. These things don’t always hold in the future. To summarize the scaling: you don’t want to do too much RLHF because of how the signal scales. People have worked on RLHF for years, especially after ChatGPT, but the first release of a reasoning model trained with RLVR, OpenAI’s o1, had a scaling plot where if you increase the training compute logarithmically, you get a linear increase in evaluations. This has been reproduced multiple times; I think DeepSeek had a plot like this. But there’s no scaling law for RLHF where if you log-increase the compute, you get linear performance. In fact, the seminal scaling paper for RLHF is about scaling loss for reward model over-optimization. That’s a big line to draw with RLVR and the methods we have now; they will follow this scaling paradigm where you can let the best runs go for an extra 10x and you get performance, but you can’t do this with RLHF. That is going to be field-defining. To do the best RLHF you might not need the extra 10 or 100x compute, but to do the best RLVR you do. There’s a seminal paper from a Meta internship called “The Art of Scaling Reinforcement Learning with Language Models.” Their framework is called ScaleRL. Their incremental experiment was like 10,000 V100 hours, which is thousands or tens of thousands of dollars per experiment, and they do a lot of them. This cost is not accessible to the average academic, which creates a hard equilibrium when trying to figure out how to learn from each community. I was wondering if we could take a bit of a tangent and talk about education and learning. If you’re somebody listening to this who’s a smart person interested in programming and interested in AI, I presume building something from scratch is a good beginning. Can you just take me through what you would recommend people do?…

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