The Base Model Is Dead — Varun Singh, Arcee AI
Jul 31, 2026 · 17:45
Varun Singh, pre-training lead at Arcee AI, argues the base model is dead: it no longer just mirrors web text but must carry the prior that reinforcement learning builds on. He traces how web text fell from 85% of GPT-3's mix to 15% in MAI Thinking 1, with code and STEM dominating, and how Nemotron 3 Ultra pulls SFT-style Q&A data back into pre-training. Synthetic rephrasing, as used in Arcee's Trinity Large and Kimi K2, upsamples information to teach task shapes early. He warns that without post-training-flavored data early, MoE load balancing can break when SFT distributions differ, citing MAI's cranking of the balancing coefficient. He frames training as supervised learning vs RL, noting RL compute now rivals or exceeds pre-training, as with Compose 2.5, and argues the base model's job is to provide atomic skills for RL to compose.