Everything Carina Hong said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Hong: Competitor's AI demo can be solved entirely by Lean's grind tactic
“We're talking about, for example, the grind tactic in Lean. It can currently handle a lot of mass proofs, like, at a very low level. And this is pretty shocking because I have seen, you know, actually another company working in the same space, like, you know, …”
Hong: Informal math systems will not achieve math AGI
“I'm going to say on the record, we do not believe that an informal math system is going to be the math AGI solution.”
Hong: Structured and formal data enables broad horizontal transfer learning
“If you have more structured and formal data, it's going to be a lot more horizontal than the specific vertical we are tackling.”
Hong: DeepMind's Formal Math Slowdown Post-AlphaProof Was Non-Technical
“After AlphaProof, kind of like, we didn't see a lot of the formal math you know, results or kind of progress from Google DeepMind, and that's actually because of reasons that are not necessarily technical.”
Hong: Formal verification in AI is about scaling superintelligence, not bug fixes
“It is not about, like, formal verification or verified AI to us. It's not just about handling or, like, kicking out the lousiness, the hallucinations, the mistakes. It's about scaling brilliance. It's about super intelligence.”
Hong: Formal verification TAM covers all AI-generated code, not niche applications
“No, that's not the TEM. The TEM is all code. The TEM is a right of first refusal on all AI-generated code. Like, right of first refusal, meaning, you know, you get to choose whether you want to verify it.”
Hong: Scaling inference for formal math has almost no wall
“I think that we found scaling inference to have almost no wall recursively decomposing you know, approved goal into many sub goals and then learning to backtrack as well.”
Hong: Axiom Math has solved open research problems across math subfields
“We have good performance, you know, having solved open research questions and number theory, commutative algebra, algebraic geometry, some discrete math that come into Rx and probability.”
Hong: Lean and Rust yield superior reinforcement learning convergence over Python
“If you want proof to be informal math, It's very annoying, because then that's, like, just makes objective function. Your code is something like Python, your proof is, say, natural language, math proof. You will not have very strong RL kind of performance, rig…”
Hong: Axiom Math will be worth $10 billion
“Because when we realize the dream, the company's gonna be worth ten billion.”
Hong: Axiom and Harmonic mistakenly claimed solved Erdős problems were new
“So actually what happened was our competitor, Harmonic, decided to publicize that they have solved unsolved problems, Erdos number one two four and four 81, and then we trusted their literature review, believing that these problems are really, truly unsolved. …”
Hong: Lean-Based Systems Will Struggle With Highly Creative Combinatorics
“I think a Lean-based system will struggle in those very creative places, which is why we at Axiom actually also invest on something called mathematical discovery.”
Hong: Harmonic's Aristotle Verified an Erdős Problem Proof Found by GPT
“In fact, like, you know, GPT found a proof to an unsolved Erdos problem, and our competitor Harmonic, you know, Aristotle you know, verified it.”
Hong: Axiom's unmodified Putnam system achieved 99% on Verina benchmark
“And we actually recently, with no modification to the Putnam system, we saw a 99% out of the 189 problems, we saw a 187, we missed only two code-wisp-proof.”
Hong: Future coding will rely on automated test-generated specifications
“I think this is the future of coding. Yes, I think this is the future of coding. And I think this is where, you know, this is where I think even if we are supposed, like given the assumption that everything can be formally verified, you know, like studying sor…”
Hong: Formalizing proofs into code yields superior AI performance
“We generally think that formal math and by sort of converting math proofs to programs to code give us much better performance.”
Hong: Accumulating synthetic AI data is not a moat, just buffer
“I think everyone is trying to accumulate like a data, which is not a mode. It's just time and time mode. It's all about like, you know, whether you can execute fast enough to make sure that you have like a certain buffer because of say your data set, you know,…”
Hong: All OpenAI formal math researchers have left the company
“No, no, they all left.”
Hong: DeepSeek dissolved its formal reasoning team over strategic shift
“And we have since, for example, Deep Seek All right. Like originally having a formal team and then later dissolve that team because of strategic direction change.”
Hong: AI for Math Will Fragment as Axiom and Harmonic Lead
“I expect fragmentation to start to happen as Axiom and Harmonic establish category leadership.”
Hong: Commercial Pressure Risks Distracting AI Math Startups From Core Capability
“Potentially trying to prove commercial value is going to distract significantly from the core capability improvement.”
Hong: AI Solved All Non-Combinatorics IMO Problems Across 2024 and 2025
“Across 24 and 25, AI models could solve all the problems that are not combinatorics.”
Hong: Axiom Math to open source two mathematical discovery codebases
“We have some major news in the coming weeks, basically open sourcing entire code bases of mathematical discovery coming up.”
Hong: Each line of verified code currently takes 20 proof lines
“Currently, actually, you know, for each line of code written, there could be like 20 lines of proof.”