POETS: Uncertainty-Aware LLM Optimization via Compute-Efficient Policy Ensembles

Balancing exploration with exploitation is a core challenge in black-box optimization and reinforcement learning. We introduce POETS (Policy Ensembles for Thompson Sampling), a novel framework that bridges uncertainty quantification and policy optimization. Our approach is grounded in the insight that policies trained with Kullback-Leibler (KL) regularization implicitly encode an underlying reward function. Building on this, POETS bypasses the complex, nested process of training an uncertainty-aware reward model and separately fitting a policy to this model. Instead, we directly train a policy ensemble to capture epistemic uncertainty by matching implicitly encoded reward functions to online, bootstrapped data. To overcome the prohibitive compute and memory constraints of ensembling Large Language Models (LLMs), POETS utilizes an efficient architecture: the ensemble shares a pre-trained backbone while maintaining diversity through independent Low-Rank Adaptation (LoRA) branches. Theoretically, we show that POETS implicitly approximates KL-regularized Thompson sampling, a principled optimization strategy with optimal cumulative regret bounds of $\mathcal O(\sqrt{T \gamma_T})$. Empirically, we demonstrate that POETS achieves state-of-the-art sample efficiency across diverse scientific discovery domains, including protein search, therapeutic molecular design, and quantum circuit design. POETS also improves the optimization trajectory and out-of-distribution transfer of reinforcement learning across mathematical reasoning and code generation tasks, proving particularly robust in off-policy settings with experience replay or in small dataset regimes.