On the Role of Discrete Tokenization in Visual Representation Learning

In the realm of self-supervised learning (SSL), masked image modeling (MIM) has gained popularity alongside contrastive learning methods. MIM involves reconstructing masked regions of input images using their unmasked portions. A notable subset of MIM methodologies employs discrete tokens as the reconstruction target, but the theoretical underpinnings of this choice remain underexplored. In this paper, we explore the role of these discrete tokens, aiming to unravel their benefits and limitations. Building upon the connection between MIM and contrastive learning, we provide a comprehensive theoretical understanding on how discrete tokenization affects the model's generalization capabilities. Furthermore, we propose a novel metric named TCAS, which is specifically designed to assess the effectiveness of discrete tokens within the MIM framework. Inspired by this metric, we contribute an innovative tokenizer design and propose a corresponding MIM method named ClusterMIM. It demonstrates superior performance on a variety of benchmark datasets and ViT backbones. Code is available at https://github.com/PKU-ML/ClusterMIM.

Look Ahead or Look Around? A Theoretical Comparison Between Autoregressive and Masked Pretraining

In recent years, the rise of generative self-supervised learning (SSL) paradigms has exhibited impressive performance across visual, language, and multi-modal domains. While the varied designs of generative SSL objectives lead to distinct properties in downstream tasks, a theoretical understanding of these differences remains largely unexplored. In this paper, we establish the first theoretical comparisons between two leading generative SSL paradigms: autoregressive SSL and masked SSL. Through establishing theoretical frameworks, we elucidate the strengths and limitations of autoregressive and masked SSL within the primary evaluation tasks of classification and content generation. Our findings demonstrate that in classification tasks, the flexibility of targeted tokens in masked SSL fosters more inter-sample connections compared to the fixed position of target tokens in autoregressive SSL, which yields superior clustering performance. In content generation tasks, the misalignment between the flexible lengths of test samples and the fixed length of unmasked texts in masked SSL (vs. flexible lengths of conditional texts in autoregressive SSL) hinders its generation performance. To leverage each other's strengths and mitigate weaknesses, we propose diversity-enhanced autoregressive and variable-length masked objectives, which substantially improve the classification performance of autoregressive SSL and the generation performance of masked SSL. Code is available at https://github.com/PKU-ML/LookAheadLookAround.

ContraNorm: A Contrastive Learning Perspective on Oversmoothing and Beyond

Oversmoothing is a common phenomenon in a wide range of Graph Neural Networks (GNNs) and Transformers, where performance worsens as the number of layers increases. Instead of characterizing oversmoothing from the view of complete collapse in which representations converge to a single point, we dive into a more general perspective of dimensional collapse in which representations lie in a narrow cone. Accordingly, inspired by the effectiveness of contrastive learning in preventing dimensional collapse, we propose a novel normalization layer called ContraNorm. Intuitively, ContraNorm implicitly shatters representations in the embedding space, leading to a more uniform distribution and a slighter dimensional collapse. On the theoretical analysis, we prove that ContraNorm can alleviate both complete collapse and dimensional collapse under certain conditions. Our proposed normalization layer can be easily integrated into GNNs and Transformers with negligible parameter overhead. Experiments on various real-world datasets demonstrate the effectiveness of our proposed ContraNorm. Our implementation is available at https://github.com/PKU-ML/ContraNorm.

A Message Passing Perspective on Learning Dynamics of Contrastive Learning

In recent years, contrastive learning achieves impressive results on self-supervised visual representation learning, but there still lacks a rigorous understanding of its learning dynamics. In this paper, we show that if we cast a contrastive objective equivalently into the feature space, then its learning dynamics admits an interpretable form. Specifically, we show that its gradient descent corresponds to a specific message passing scheme on the corresponding augmentation graph. Based on this perspective, we theoretically characterize how contrastive learning gradually learns discriminative features with the alignment update and the uniformity update. Meanwhile, this perspective also establishes an intriguing connection between contrastive learning and Message Passing Graph Neural Networks (MP-GNNs). This connection not only provides a unified understanding of many techniques independently developed in each community, but also enables us to borrow techniques from MP-GNNs to design new contrastive learning variants, such as graph attention, graph rewiring, jumpy knowledge techniques, etc. We believe that our message passing perspective not only provides a new theoretical understanding of contrastive learning dynamics, but also bridges the two seemingly independent areas together, which could inspire more interleaving studies to benefit from each other. The code is available at https://github.com/PKU-ML/Message-Passing-Contrastive-Learning.

ArCL: Enhancing Contrastive Learning with Augmentation-Robust Representations

Self-Supervised Learning (SSL) is a paradigm that leverages unlabeled data for model training. Empirical studies show that SSL can achieve promising performance in distribution shift scenarios, where the downstream and training distributions differ. However, the theoretical understanding of its transferability remains limited. In this paper, we develop a theoretical framework to analyze the transferability of self-supervised contrastive learning, by investigating the impact of data augmentation on it. Our results reveal that the downstream performance of contrastive learning depends largely on the choice of data augmentation. Moreover, we show that contrastive learning fails to learn domain-invariant features, which limits its transferability. Based on these theoretical insights, we propose a novel method called Augmentation-robust Contrastive Learning (ArCL), which guarantees to learn domain-invariant features and can be easily integrated with existing contrastive learning algorithms. We conduct experiments on several datasets and show that ArCL significantly improves the transferability of contrastive learning.