狮山巡礼
投资杂谈
Ken Onos career as one of the worlds most prominent mathematicians has taken him to places that he never could have fathomed.
The renowned University of Virginia professor regularly ventures far beyond campus, bringing his formulas everywhere from Hollywood to the Olympics. Hes the only number theorist who has ever been the star of a beer commercial. And for his next act, this renaissance man of math is doing something improbable even by his standards.
Hes leaving his tenured job to work for a 24-year-old.
Not long ago, the idea of joining an AI startup in Silicon Valley would have sounded absurd to him. In fact, before it reoriented his career and uprooted his entire life, he considered himself a skeptic of artificial intelligence. Until recently, he began talks by poking fun at the hype around the nascent technology.
My name is Ken Ono, and I am NI, he said.
Naturally intelligent.
Now hes the unlikeliest employee of a startup that hopes to revolutionize math with AI.
At the age of 57, Ono is taking an extended leave from academia with no plans to return. Hes jumping to a company founded by one of his former students, Carina Hong, who has the sort of dazzling rsum that would make AI feel insecure.
After graduating in three years from MIT, winning the Morgan Prize as the top undergraduate math researcher in America and earning a Rhodes scholarship, she went to Stanford to pursue a joint law degree and math Ph.D. When she dropped out to start Axiom Math, she raised $64 million, poached a handful of Metas AI researchersand hired her mentor. To her, it was a no-brainer.
Ken Ono is the idol of many math students, saidHong, Axioms chief executive.
Hongs company is named after the mathematical term for a basic truth that can be the starting point of an entire theory. Her goal is to build an AI mathematician, capable of reasoning through known problems, finding new ones and validating its work through formal proofs. If it succeeds, Axiom might just crack problems that have perplexed mere humans for centuries.
The startups investors are betting that a mathematical superintelligence would have all kinds of commercial applicationssoftware and hardware verification, logistics optimization, algorithmic trading and financial engineering. The worlds richest companies are burning through money and fueling concerns about this boom inflating a bubble, but mathematicians are increasingly bullish on Als potential to assist their work and usher in discoveries.
When I spoke with Ono, it was the day after he signed the paperwork making his leave official. As he prepared to move across the country, he was reluctant to predict too far into the future. But the math professor whos now working for a math startup did share one of his own axioms.
If Im the first, so be it, he said. I will not be the last.
Ono is an outlier whose career has been untraditional since the very beginning. As a child, pressure from his parents made him so miserable that he didnt finish high school. Without a diploma, he still went to college, developed his passion for math and taught for decades at the University of Wisconsin and Emory before moving to UVA in
2019. He also led the nations top research programfor elite undergraduates and mentored 10 winners of the Morgan Prize, including his new boss.
Hes a larger-than-life figure in mathematics, said Ken Ribet, a former president of the American Mathematical Society.
In math, Ono is known for his work on a range of topics across number theory, from Ramanujans congruences to the umbral moonshine conjecture.
And if that last sentence made you break out in a sweat, you can now relax.
As it turns out, Ono is also known for his work applying math to other fields. He consulted for swimmers at UVA and Olympic gold medalists in the pool for Team USA. He advised the National Security Agency. He helped produce the 2015 movie
The Man Who Knew Infinity. Then he went in front of the camera for a beer commercial and certified that 64 (the calories in Miller64) is a smaller number than 80 (rival light beers).
And hes known for one more thing: his impressive collection of Hawaiian shirts.
Im hoping Axiom will contract with Tommy Bahama, he says. Thats my dream.
In recent years, Ono began tracking AIs remarkable progress as it rapidly improved. He was intrigued, though not intimidated. AI was astonishing at cognitive tasks and solving problems it had already seen, but it struggled with the creative elements of his field, which require intuition and abstract thinking.
That creativity is so fundamental to pure mathematics that Ono figured his job would be safefor decades.
But last spring, he was one of 30 mathematicians invited to curate research-level problems as a test of the AI models. He left the symposium profoundly shaken by what hed seen.
The lead I had on the models was shrinking, he said. And in areas of mathematics that were not in my wheelhouse, I felt like the models were already blowing me away.
For months afterward, Ono felt like he was grieving his identity. He didnt know what to do next, knowing that AI models would only get smarter.
Then I had an epiphany, he said. I realized what the models were offering was a different way of doing math.
He already had colleagues, grad students and brilliant undergrads as collaborators. Now he also has AI.
I spend an hour or two every day spitballing with the models, he says. Late at night, if I cant go to bed, I have my iPhone open, and Im talking about math with the models at a crazy high level.
Meanwhile, AI wasnt the only reason that his job as a professor suddenly felt tenuous.
With the Justice Department taking aim at higher education, he worried about threats to federal research funding. Earlier this year, UVAs president resigned under pressure from the Trump administration. As the STEM adviser to the provost, Ono was spending more time dealing with politics, which meant less time to do math.
He decided to leave UVA for Al because he couldnt resist the latest opportunity to put his mark on something other than a chalkboard.
I have the luxury of participating in transforming how the world actually works, Ono said. As a pure mathematician, that has rarely been the case.
When he made the calculation that it was time for achange, he knew just the person to call.
Carina Hong had been a student in Onos research program in 2020, before she won the Morgan Prize and the Schafer Prize as maths top undergraduate woman. Born and raised in China, she taught herself English when she was young to read the fields advanced textbooks. She trained in math Olympiad programs, solving problems under time pressure and tight constraints, but she became obsessed with another kind of math.
I was always very interested in mathematical discoveries, she said. Olympiad math is a constant dopamine hit, but research math is banging your head against the wall. Its pain and suffering. Ilike that part.
In our conversation, she described both math research and her first year of law school as very fun. Shes one of the few people who would know. A first-generation college student, Hong was a math whiz at MIT. Instead of going to a hedge fund as a quant trader, she went to Oxford as a Rhodes scholar. After studying neuroscience and writing two dissertations, she was off to Stanford for a law degree and math Ph.D.
On weekends, she liked to study at a coffee shop near campus. Drinking matcha lattes, she read wonky math papers and became friendly with Shubho Sengupta, an AI scientist at Meta Platforms
who was another regular at the communal table. As they chatted, they realized they might be able to team up and bring their fields together.
During her morning runs, when she thought about leaving school and starting a company, Hong remembered advice that Lisa Su, the CEO of chip powerhouse AMD, offers students: run toward the hardest problems.
Research math is really hard, Hong said. Al for math is harder.
She dropped out as soon as Axioms seed-fundinground closed last summer.
Days later, Google DeepMind and OpenAI captivated nerds around the world when their models claimed gold medals at the International Mathematical Olympiad. So did Harmonic, a startup co-founded
by Robinhood _HOOD +2.57% 4
CEO Vlad Tenev, who
says mathematical superintelligence is getting closer by the minute.
Racing against that clock, Hong began chasing talent with Sengupta, her friend from the coffee shop and now Axioms chief technology officer.
Among the research engineers they hired from Meta was Franois Charton, an AI math pioneer.
Their recruiting blitz turned heads across Silicon Valley and got the attention of someone thousands of miles away: Ken Ono.
Before long, he was packing up with his wife and their schnoodle named Mochi.
And this week, he started as the 15th employee of Axiom.
When he began discussing his role, the startups initial offer was chief math guy. After some negotiation, they settled on an official title: founding mathematician.
His job is to push the companys AI models to their
limits. Hell be coming up with representative problems that can only be solved by understanding mathematical principles, all while drafting benchmarks that measure the systems performance and guide the models.
Think of it like a map for a sailor, he says. Before you set out to discover a new land, you need to know where you are and whats already been explored.
Ono says that exploration brought him to Axiom more than any reason, including the financial ones.
Im not doing this for the money, he said. He was already one of UVAs highest-paid employees and says he turned down more lucrative offers and larger stakes in other AI companies.
In the startups Palo Alto offices, the conference rooms are named for legendary mathematicians Poincar, Gauss, Hilbert, Lovelace, Turing. After the company raised $64 million, employees noted that 64 was 2^6 and joked that its next round could be
2^7.
But the surprising thing about Onos colleagues is that many are his age.
A lot of the top frontier researchers are at the stage
of their lives where they have track records, they have bodies of work, they have financial security-and theyre looking for their legacy project, Hong said.
And one of them is also looking for something else.
Even if we get to superintelligence, there will be mathematical questions that remain unsolved, Ono said. I will still be looking for answers.
