B-STaR: Monitoring and Balancing Exploration and Exploitation in Self-Taught Reasoners
Weihao Zeng Yuzhen Huang Lulu Zhao Yijun Wang Zifei Shan Junxian He
In the absence of extensive human-annotated data for complex reasoning tasks, self-improvement -- where models are trained on their own outputs -- has emerged as a primary method for enhancing performance. Recently, the approach to self-improvement has shifted toward a more dynamic, online fashion through iterative training processes. However, the critical factors underlying the mechanism of these self-improving methods remain poorly understood, such as under what conditions self-improvement is effective, and what are the bottlenecks in the current iterations.
In this work, we identify and propose methods to monitor two pivotal factors in this iterative process: (1) the model's ability to explore and generate high-quality responses among multiple candidates (exploration); and (2) the reliability of external rewards in selecting the best responses from the generated outputs (exploitation).
These factors are inherently moving targets throughout the self-improvement cycles, yet their dynamics are rarely discussed in prior research -- It remains unclear what impedes continual model enhancement after only a few iterations. 
Using mathematical reasoning as a case study, we begin with a quantitative analysis to track the dynamics of exploration and exploitation, discovering that a model's exploratory capabilities rapidly deteriorate over iterations, and the effectiveness of exploiting external rewards diminishes as well due to shifts in distribution from the original policy.
Motivated by these findings, we introduce B-STaR, a Self-Taught Reasoning framework that autonomously adjusts configurations across iterations to Balance exploration and exploitation, thereby optimizing the self-teaching effectiveness based on the current policy model and available rewards.
Our experiments in mathematical reasoning demonstrate that B-STaR not only enhances the model's exploratory capabilities throughout training but also achieves a more effective balance between exploration and exploitation, leading to superior performance. Crucially, this work deconstructs the opaque nature of self-training algorithms, elucidating the interpretable dynamics throughout the process and highlighting current limitations for future research to address.
large language models, self-improvement, complex reasoning