Scaling Past Informal AI - Carina Hong, Axiom Math
Jun 3, 2026 · 1:33:04
Carina Hong, founder and CEO of Axiom Math, argues that formal verification, not informal RL, is the path to superintelligence, following her company's $200M Series A at a $1.6B valuation and a perfect 120/120 on the 2024 Putnam exam. Axiom's system uses Lean theorem prover data and reinforcement learning to produce verified proofs, achieving a 99% pass rate on the Verina code-with-proof benchmark (187 of 189 problems). Hong contends verification is about 'scaling brilliance' — not fixing hallucinations — and that only verified generation can compound AI reasoning. She explains Axiom's open-source Axle API for Lean at scale, addresses why frontier labs like OpenAI have deprioritized formal math (team departures, strategy shifts), and outlines a vision where verified reasoning transfers from math to code, hardware, and eventually AGI through self-improvement. She also discusses the Earth sciences challenge of autoformalization, the difficulty of search in mathematical literature (citing the Erdos controversy), and why fragmentation in the AI math field is a bottleneck.
