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<!DOCTYPE html>
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<title>Learning</title>
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###Lifelong Learning and Beyond
<br>
<center>
![:scale 45%](images/neurodata_blue.png)
</center>
Joshua T. Vogelstein ([[email protected]](mailto:[email protected])) |
<!-- Jayanta Dey, Ali Geisa, Hayden Helm, Ronak Mehta, Will LeVine, -->
<!-- Carey E. Priebe<br> -->
[Johns Hopkins University](https://www.jhu.edu/)
---
### What is lifelong learning?
- What is .ye[learning]?
- What is .ye[lifelong learning]?
- What is .ye[beyond]?
---
class:middle
# What is learning?
---
### What is learning (informally)?
--
<br>
"The acquisition of knowledge or skills through experience, study, or by being taught."
-- Google, 2020
--
"A computer .ye[program] is set to learn from an .ye[experience] E with respect to some .ye[task] T and some .ye[performance measure] P if its performance on T as measured by P .ye[improves] with experience E."
-- Tom Mitchell, 1997
--
".ye[$f$] learns from .ye[data] $\mathbf{D}_n$ w.r.t. .ye[tasks] $s$ when its .ye[performance] at $s$ improves due to $\mathbf{D}_n$."
-- jovo, 2020
---
### What is learning (formally)?
<img src="images/Vapnik71b.png" style="width:400px;"/>
<img src="images/Valiant84.png" style="width:400px;"/>
<img src="images/Mitchell97a.png" style="width:400px;"/>
---
### Impedance mismatch between informal and formal
- Informal
- intuitively pleasing
- not formalized / operationalized
- Formal
- formalized / operationalized
- makes very strong implicit assumptions that are never appropriate
- only considers one task and one dataset
- training and testing distributions assumed to be the same
---
### Our Goal
We desire a formal learning theory framework that:
1. formalizes our intuitive understanding of what is learning
2. includes many different kinds of learning scenarios
3. enables rich theory to provide insight
4. guides practice to improve current AI/ML
---
### Out-Of-Distribution Learning Theory
- We formalize OOD learning theory
- The key insight is decoupling the training data distribution from the test data distribution
<!-- the evaluation distribution from training data distributions-->
<!-- ![:scale 100%](images/learning-schematics.png) -->
---
### Classical ML Task Setup
- X: observations
- Y: actions/labels
- S: setting (fixed in classical ML)
- t: indexes samples
![:scale 75%](images/classical-task-setup.png)
---
### Classical ML Task
Minimize error (subject to constraints)
![:scale 100%](images/classical-task-goal.png)
---
### OOD Task
Minimize OOD error (subject to constraints)
![:scale 100%](images/ood-task-goal.png)
Note:
- S is assumed to be sampled from some distribution over settings
- train and test distributions are not necessarily the same
- this makes $#*% harder
---
### OK, What is Learning Now?
We introduce .ye[learning efficiency]:
- $ \mathbf{D}^\emptyset $ is the knowledge prior to acquiring data.
- $ \mathbf{D}^1 $ is some training data
- $f$ is the learner
$$ \text{LE}_f^s(\mathbf{D}^\emptyset, \mathbf{D}^1) = \frac{\mathcal{E}_f^s(\mathbf{D}^\emptyset)}{\mathcal{E}_f^s(\mathbf{D}^1)} $$
<br>
- $f$ learned wrt task $s$ from data $\mathbf{D}^1$ if $ \text{LE} > 1 $, or $\log \text{LE} > 0$.
---
### Revisiting our goals
We desire a formal learning theory framework that:
- [X] formalizes our intuitive understanding of what is learning
- [ ] includes many different kinds of learning scenarios
- [ ] enables rich theory to provide insight
- [ ] guides practice to improve current AI/ML
---
### Transfer Learning
- One task and multiple data sets.
- $ \mathbf{D}^1 $ is the task data.
- $ \mathbf{D} $ is all of the data
- Measure if OOD data helped performance over just task data
$$ \text{LE}_f^s(\mathbf{D}^1, \mathbf{D}) = \frac{\mathcal{E}_f^s(\mathbf{D}^1)}{\mathcal{E}_f^s(\mathbf{D})} $$
<br>
$f$ transfer learned wrt task $s$ using $\mathbf{D} \backslash \mathbf{D}^1$ if $\log \text{LE}_f^s > 0 $.
---
### Multitask Learning
- Multiple tasks and multiple data sets.
- $ \mathbf{D}^s$ is the data for task $s$.
- $ \mathbf{D} $ is all of the data.
- Measure transfer learning for each task,
$$ \text{LE}_f^s(\mathbf{D}^s, \mathbf{D}) = \frac{\mathcal{E}_f^s(\mathbf{D}^s)}{\mathcal{E}_f^s(\mathbf{D})} $$
- $f$ transfer learned for task $s$ if $ \log \text{LE}_f^s > 0 $.
- $f$ multitask learned if weighted average of log learning efficiencies is positive.
- multitask learning is just transfer learning across multiple tasks
---
### Lifelong Learning
- Similar to multitask learning
- Sequential rather than batch
- Require computational complexity constraints on hypothesis and learner spaces, $ o(n) $ space and/or $ o(n^2) $ time as upperbounds.
- Everything is streaming: data, queries, actions, error, and tasks. Anything about task can change over time.
---
### Special cases
Each of the previous definitions are all special cases of $LE^s(\mathbf{D}^A, \mathbf{D}^B, f)$, for specific choices of $\mathbf{D}^A$ and $\mathbf{D}^B$
- Learning: $\mathbf{D}^A=\mathbf{D}\_0$ and $\mathbf{D}^B=\mathbf{D}\_n$.
- Transfer learning: $\mathbf{D}^A=\mathbf{D}^1$ and $\mathbf{D}^B=\mathbf{D}\_n$.
- Multitask learning: for each $t$, $\mathbf{D}^A=\mathbf{D}^s$ and $\mathbf{D}^B=\mathbf{D}\_n$.
- Forward learning: $\mathbf{D}^A=\mathbf{D}^s$ and $\mathbf{D}^B=\mathbf{D}^{< t}$.
- Backward learning: $\mathbf{D}^A=\mathbf{D}^{< t}$ and $\mathbf{D}^B=\mathbf{D}\_n$.
Conjecture: All learning metrics we care about are functions of learning efficiency for a specific $\mathbf{D}^A$ and $\mathbf{D}^B$.
---
### Many different learning scenarios
![:scale 100%](images/learning-table.png)
---
### Revisiting our goals
We desire a formal learning theory framework that:
- [X] formalizes our intuitive understanding of what is learning
- [X] includes many different kinds of learning scenarios
- [ ] enables rich theory to provide insight
- [ ] guides practice to improve current AI/ML
---
### Proving novel properties of OOD learning
![:scale 100%](images/weak-ood-learnability.png)
basically, using non-task data to improve performance at all
![:scale 100%](images/strong-ood-learnability.png)
basically, using non-task data to perform arbitrarily well
---
### Weak OOD Learner Theorem
Classical theory:
- Weak learning: can do better than chance on some task with sufficient data
- Strong learning: can do arbitrarily close to optimal on some task with sufficient data
- Weak Learner Theorem: if a problem is weakly learnable, it is also strongly learnable
OOD learning theory
- Training distribution is uncoupled from evaluation distribution
---
### More data is inadequate for LL
Theorem 1: With *only* out-of-distribution data, there exists some problems that are weakly, but not strongly, learnable.
- This implies that OOD learning is different *in kind* from in-distribution learning.
- Lifelong learning is a special case of OOD learning
- Getting .ye[more] data is *not* guaranteed to improve performance arbitrarily in LL, we need .ye[better] data
---
### Learning efficiency is a fundamental notion of learning
Theorem 2: Weak OOD learnability implies transfer learnability (i.e., learning efficiency > 1). That is, if one can weakly learn, one can also transfer learn, but not necessarily vice versa.
- This implies that transfer learnability is a fundamental property of learning problems
- In other words, inability to transfer is equivalent to inability to learn at all.
---
### What have we accomplished?
- Showed inadequacy of classical ML framework for OOD learning
- Created a new unifying framework adequate for describing OOD learning
- Proved theorems and results in this new framework
---
### Revisiting our goals
We desire a formal learning theory framework that:
- [X] formalizes our intuitive understanding of what is learning
- [X] includes many different kinds of learning scenarios
- [X] enables rich theory to provide insight
- [ ] guides practice to improve current AI/ML
---
class:middle
# What is lifelong learning?
---
### Defining/Quantifying Learning & Forgetting
<!-- The above two definitions enable one to assess .ye[whether] an agent $f$ has learned, but not .ye[how much] it learned. -->
![:scale 100%](images/learning-efficiency.png)
Using non-task data to improve performance over what it could achieve using only task data
Key is measuring improvement in performance rather than raw accuracy
---
### What is forward learning?
- Let $n\_t$ be the last occurence of task $t$ in $\mathbf{D}\_n$
- Let $\mathbf{D}\_n^{< t} = \lbrace S\_1, S\_2, \ldots, S\_{n_t} \rbrace$
- .ye[Forward] learning efficiency is the improvement on task $t$ resulting from all data .ye[preceding] task $t$
$$ FLE^s\_{\mathbf{n}}(f) := \frac{\mathcal{E}_f^s(\mathbf{D}^{t}\_n)}{\mathcal{E}_f^s(\mathbf{D}^{< t}\_n)} $$
<br>
$f$ .ye[forward learns] if $FLE_{\mathbf{n}}(f) > 1$.
---
### What is backward learning?
.ye[Backward] learning efficiency is the improvement on task $t$ resulting from all data .ye[after] task $t$
$$ BLE^s\_{\mathbf{n}}(f) := \frac{\mathcal{E}_f^s(\mathbf{D}^{< t}\_n)}{\mathcal{E}_f^s(\mathbf{D}\_n)} $$
<br>
$f$ .ye[backward learns] if $BLE_{\mathbf{n}}(f) > 1$.
---
### Learning efficiency factorizes
$$LE^s\_{\mathbf{n}}(f) := FLE^s\_{\mathbf{n}}(f) \times BLE^s\_{\mathbf{n}}(f) $$
$$ \frac{\mathcal{E}_f^s(\mathbf{D}^{t}\_n)}{\mathcal{E}_f^s(\mathbf{D}\_n)} = \frac{\mathcal{E}_f^s(\mathbf{D}^{t}\_n)}{\mathcal{E}_f^s(\mathbf{D}^{< t}\_n)} \times
\frac{\mathcal{E}_f^s(\mathbf{D}^{< t}\_n)}{\mathcal{E}_f^s(\mathbf{D}\_n)} $$
<br>
---
### Lifelong learning is hard: catastrophic forgetting
![:scale 100%](images/catastrophic.png)
---
### 30 years later...
![:scale 100%](images/synaptic_intelligence.png)
<br>
And the struggle to not forget continues...
---
### Our claim
A lifelong learning agent should improve on
<ol style="list-style-type: lower-alpha; padding-bottom: 0;">
<li style="margin-left:2em">past tasks , i.e., $BLE_{\mathbf{n}}(f) > 1$</li>
<li style="margin-left:2em">current tasks, i.e., $LE^s_{\mathbf{n}}(f) > 1$ </li>
<li style="margin-left:2em">future or yet unseen tasks, i.e., $FLE_{\mathbf{n}}(f) > 1$</li>
</ol>
---
### Our approach: ensembling representations
![:scale 100%](images/learning_schema_new.png)
---
### What is lifelong cheating?
- Store every sample you've ever seen
- Every time we are faced with a new data, just update everything in batch mode
- Now just run your favorite multitask $f$
- Doing so consumes $\mathcal{O}(n^2)$ resources because $ \sum_{i =1}^n i \approx n^2$
- So, to differentiate lifelong learning from multitask learning requires a particularly efficient algorithm
- $f$ must consume less than quadratic resources as a function of $n$, $f \in o(n^2)$
---
### A computational taxonomy
| Par. | → | ← | capacity | space | time | Examples
| :---: | :---: | :---: | :---:| :---: | :---: |
| par | - | - | 1 | T | nT | EWC
| par | - | - | 1 | 1 | n | O-EWC, SI, LwF
| par | + | - | 1 | n | nT | Total Replay
| semipar | + | 0 | T | T<sup>2 | nT | ProgNN
| semipar | + | - | T | T | n | DF-CNN
| semipar | + | + | T | T + n | n | ODIN
| nonpar | + | + | n | n | n | ODIF
---
### Omnidirectional Algorithms can Transfer Between XOR and XNOR
![:scale 100%](images/xor_xnor_exp.png)
---
## CIFAR 10x10
.pull-left[
- *CIFAR 100* is a popular image classification dataset with 100 classes of images.
- 500 training images and 100 testing images per class.
- All images are 32x32 color images.
- CIFAR 10x10 breaks the 100-class task problem into 10 tasks, each with 10-class.
]
.pull-right[
<img src="images/l2m_18mo/cifar-10.png" style="position:absolute; left:450px; width:400px;"/>
]
---
### Omnidirectional Algorithms Show Forward Transfer
CIFAR 10x10
<!-- - *CIFAR 100* is a popular image classification dataset with 100 classes of images. -->
<!-- - CIFAR 10x10 breaks the 100-class task problem into 10 tasks, each with 10-class. -->
![:scale 100%](images/cifar_exp_fte.png)
---
### Omnidirectional Algorithms Uniquely Show Backward Transfer for Each Task
![:scale 100%](images/cifar_exp_bte.png)
---
### Revisiting our goals
We desire a formal learning theory framework that:
- [X] formalizes our intuitive understanding of what is learning
- [X] includes many different kinds of learning scenarios
- [X] enables rich theory to provide insight
- [X] guides practice to improve current AI/ML
---
### Future Directions/ Transitions
- omnidirctional algorithm code continues to improve [http://proglearn.neurodata.io/](http://proglearn.neurodata.io/)
- streaming forest for streaming lifelong learning setup [https://sdtf.neurodata.io](https://sdtf.neurodata.io)
![:scale 80%](images/streaming_forest.png)
---
### Kernel Density Networks/Forests generate well calibrated posteriors
- [https://github.com/neurodata/kdg](https://github.com/neurodata/kdg)
- KDG on Guassian XOR simulation data
![:scale 100%](images/kdn_kdf.png)
<br>
---
### Deep Networks are the worst model of the mind
<img src=
"images/nn_rf_jong.gif"
alt="jong"
width = "700"
height= "250">
---
### Acknowledgements
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<div class="centered">Minh Tang</div>
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<div class="centered">Avanti Athreya</div>
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<div class="centered">Vince Lyzinski</div>
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<div class="centered">Daniel Sussman</div>
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<div class="centered">Youngser Park</div>
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<div class="centered">Shangsi Wang</div>
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<div class="centered">Tyler Tomita</div>
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<div class="centered">James Brown</div>
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<div class="centered">Disa Mhembere</div>
</div> -->
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<div class="centered">Greg Kiar</div>
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<div class="centered">Jeremias Sulam</div>
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<div class="centered">Meghana Madhya</div>
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<div class="centered">Hayden Helm</div>
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<div class="centered">Richard Gou</div>
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<div class="centered">Jayanta Dey</div>
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<img src="faces/will.jpg"/>
<div class="centered">Will LeVine</div>
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##### Microsoft Research
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<div class="centered">Chris White</div>
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<div class="centered">Weiwei Yang</div>
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<div class="centered">Jonathan Larson</div>
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<div class="centered">Bryan Tower</div>
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##### DARPA L2M
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{[BME](https://www.bme.jhu.edu/),[CIS](http://cis.jhu.edu/), [ICM](https://icm.jhu.edu/), [KNDI](http://kavlijhu.org/)}@[JHU](https://www.jhu.edu/) | [neurodata](https://neurodata.io)
<br>
[jovo@jhu.edu](mailto:[email protected]) | <http://neurodata.io/talks> | [@neuro_data](https://twitter.com/neuro_data)
</div>
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---
background-image: url(images/l_and_v.jpeg)
.footnote[Questions?]
---
class: middle
# .center[Appendix]
---
.small[
### Publications
1. A. Geisa et al. [Towards a theory of out-of-distribution learning](https://arxiv.org/abs/2109.14501), arXiv, 2021.
1. J. T. Vogelstein et al. [Omnidirectional Transfer for Quasilinear Lifelong Learning](https://arxiv.org/abs/2004.12908), arXiv, 2021.
1. Xu, Haoyin, et al. [Streaming Decision Trees and Forests](https://arxiv.org/abs/2110.08483), arXiv, 2021.
1. C. E. Priebe et al. [Modern Machine Learning: Partition and Vote](https://doi.org/10.1101/2020.04.29.068460), 2020.
1. R Guo, et al. [Estimating Information-Theoretic Quantities with Uncertainty Forests](https://arxiv.org/abs/1907.00325). arXiv, 2019.
1. R. Perry, et al. [Manifold Forests: Closing the Gap on Neural Networks](https://openreview.net/forum?id=B1xewR4KvH). arXiv, 2019.
1. C. Shen and J. T. Vogelstein. [Decision Forests Induce Characteristic Kernels](https://arxiv.org/abs/1812.00029). arXiv, 2019.
1. M. Madhya, et al. [Geodesic Learning via Unsupervised Decision Forests](https://arxiv.org/abs/1907.02844). arXiv, 2019.
1. M. Madhya, et al. [PACSET (Packed Serialized Trees): Reducing Inference Latency for Tree Ensemble Deployment](https://arxiv.org/abs/2011.05383). arXiv, 2020.
### Conferences
1. J.T. Vogelstein et al. A biological implementation of lifelong learning in the pursuit of artificial general intelligence. NAISys, 2020.
2. B. Pedigo et al. A quantitative comparison of a complete connectome to artificial intelligence architectures. NAISys, 2020.
]
---
### Biological learning is on top
![:scale 100%](images/learning-table.png)
---
### Spoken Digit dataset
.pull-left[
- *Spoken Digit* contains recording from 6 different speakers.
- Each digit has 50 recordings (3000 total recordings).
- For each recording spectrogram was extracted using using Hanning windows of duration 16 ms with an overlap of 4 ms.
- The spectrograms were resized down to 28×28.
]
.pull-right[
<img src="images/spectrogram.png" style="position:absolute; left:500px; width:400px;"/>
]
---
### Omnidirectional Algorithms on Spoken Digit Task
![:scale 105%](images/spoken_digit.png)
</textarea>
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