From Parallel to Sequential: Small-Batch Noise Restores Simplicity Bias of Muon

Simplicity bias, which can arise from sequential feature learning during training, has been proposed as a general explanation for the success of deep learning. An important driver of this phenomenon is saddle-to-saddle behavior, in which the gradient flow trajectory remains close to a sequence of saddle manifolds while learning one feature at a time. However, Muon, a state-of-the-art optimizer based on spectral descent, does not exhibit such dynamics in the full-batch setting and instead learns features in parallel. How is it then that Muon is so successful in deep learning settings? We show that stochastic gradient noise fundamentally changes this behavior: small-batch noise restores sequential feature learning, providing a mechanism for simplicity bias that is absent from full-batch Muon. We explain this transition through stochastic smoothing of the spectral descent operator underlying Muon. When gradients are small relative to the noise scale, the expected spectral update becomes approximately proportional to the actual gradient, which restores gradient-flow-like dynamics. We formalize this mechanism for deep linear models by deriving the effective continuous dynamics of noisy spectral descent. Experiments on low-rank matrix reconstruction, vision transformers, and large language models (LLMs) support these findings.