# Source-Optimal Training is Transfer-Suboptimal

arXiv: https://arxiv.org/abs/2511.08401 · HTML: https://mlsanity.com/paper/2511.08401/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Builds on 14 of its 19 references that are in the map.
- First posted on arXiv 11 Nov 2025.

## Builds on (most cited first, 14 of 14)

- [Overcoming catastrophic forgetting in neural networks](https://mlsanity.com/paper/1612.00796/) (2016)
- [Reconciling modern machine learning practice and the bias-variance trade-off](https://mlsanity.com/paper/1812.11118/) (2018)
- [Benign Overfitting in Linear Regression](https://mlsanity.com/paper/1906.11300/) (2019)
- [Surprises in High-Dimensional Ridgeless Least Squares Interpolation](https://mlsanity.com/paper/1903.08560/) (2019)
- [Explicit Inductive Bias for Transfer Learning with Convolutional Networks](https://mlsanity.com/paper/1802.01483/) (2018)
- [High-Dimensional Asymptotics of Prediction: Ridge Regression and Classification](https://mlsanity.com/paper/1507.03003/) (2015)
- [An analytic theory of generalization dynamics and transfer learning in deep linear networks](https://mlsanity.com/paper/1809.10374/) (2018)
- [Overcoming catastrophic forgetting in neural networks](https://mlsanity.com/paper/2507.10485/) (2025)
- [Precise High-Dimensional Asymptotics for Quantifying Heterogeneous Transfers](https://mlsanity.com/paper/2010.11750/) (2020)
- [Phase Transitions in Transfer Learning for High-Dimensional Perceptrons](https://mlsanity.com/paper/2101.01918/) (2021)
- [Double Double Descent: On Generalization Errors in Transfer Learning between Linear Regression Tasks](https://mlsanity.com/paper/2006.07002/) (2020)
- [Features are fate: a theory of transfer learning in high-dimensional regression](https://mlsanity.com/paper/2410.08194/) (2024)
- [The Common Intuition to Transfer Learning Can Win or Lose: Case Studies for Linear Regression](https://mlsanity.com/paper/2103.05621/) (2021)
- [Universality in Transfer Learning for Linear Models](https://mlsanity.com/paper/2410.02164/) (2024)

## Abstract (arXiv)

We prove that training a source model optimally for its own task is generically suboptimal when the objective is downstream transfer. We study the source-side optimization problem in L2-SP ridge regression and show a fundamental mismatch between the source-optimal and transfer-optimal source regularization: outside of a measure-zero set, τ0^* neq τS^*. We characterize the transfer-optimal source penalty τ0^* as a function of task alignment and identify an alignment-dependent reversal: with imperfect alignment (0<ρ<1), transfer benefits from stronger source regularization, while in super-aligned regimes (ρ>1), transfer benefits from weaker regularization. Additionally, in isotropic settings, the decision of whether transfer helps is independent of the target sample size and noise, depending only on task alignment and source characteristics. We verify the linear predictions in a synthetic ridge regression experiment, and we present experiments on MNIST, CIFAR-10, and 20 Newsgroups as evidence that the source-optimal versus transfer-optimal mismatch persists in standard nonlinear transfer learning pipelines.
