A mathematical theory of balancing relational generalization and memorization
arXiv:2605.22972v1 Announce Type: cross Abstract: Humans, animals, and modern machine learning models exhibit impressive abilities to learn complex behaviors and generalize these behaviors to unseen situations. This ability requires us to learn rules and regularities that allow for such generalizations. At the same time, in most complex environments, any rule will have its exceptions. How do learning systems balance between learning general regularities and memorizing exceptions? We argue that a lack of task paradigms has hindered the study of this essential ability. To address this gap, we introduce a novel task, transitive inference with exceptions, that tests for relational generalization and memorization of an exception to the relational rule. We then analytically characterize the behavior of a simple, theoretically tractable model of neural network learning (kernel ridge regression) across a broad family of representations and task parameters. We find that these models can balance