Rethinking Generalizability and Discriminability of Self-Supervised Learning from Evolutionary Game Theory Perspective

Representations learned by self-supervised approaches are generally considered to possess sufficient generalizability and discriminability. However, we disclose a nontrivial mutual-exclusion relationship between these critical representation properties through an exploratory demonstration on self-supervised learning. State-of-the-art self-supervised methods tend to enhance either generalizability or discriminability but not both simultaneously. Thus, learning representations jointly possessing strong generalizability and discriminability presents a specific challenge for self-supervised learning. To this end, we revisit the learning paradigm of self-supervised learning from the perspective of evolutionary game theory (EGT) and outline the theoretical roadmap to achieve a desired trade-off between these representation properties. EGT performs well in analyzing the trade-off point in a two-player game by utilizing dynamic system modeling. However, the EGT analysis requires sufficient annotated data, which contradicts the principle of self-supervised learning, i.e., the EGT analysis cannot be conducted without the annotations of the specific target domain for self-supervised learning. Thus, to enhance the methodological generalization, we propose a novel self-supervised learning method that leverages advancements in reinforcement learning to jointly benefit from the general guidance of EGT and sequentially optimize the model to chase the consistent improvement of generalizability and discriminability for specific target domains during pre-training. Theoretically, we establish that the proposed method tightens the generalization error upper bound of self-supervised learning. Empirically, our method achieves state-of-the-art performance on various benchmarks.

DiffDesign: Controllable Diffusion with Meta Prior for Efficient Interior Design Generation

Interior design is a complex and creative discipline involving aesthetics, functionality, ergonomics, and materials science. Effective solutions must meet diverse requirements, typically producing multiple deliverables such as renderings and design drawings from various perspectives. Consequently, interior design processes are often inefficient and demand significant creativity. With advances in machine learning, generative models have emerged as a promising means of improving efficiency by creating designs from text descriptions or sketches. However, few generative works focus on interior design, leading to substantial discrepancies between outputs and practical needs, such as differences in size, spatial scope, and the lack of controllable generation quality. To address these challenges, we propose DiffDesign, a controllable diffusion model with meta priors for efficient interior design generation. Specifically, we utilize the generative priors of a 2D diffusion model pre-trained on a large image dataset as our rendering backbone. We further guide the denoising process by disentangling cross-attention control over design attributes, such as appearance, pose, and size, and introduce an optimal transfer-based alignment module to enforce view consistency. Simultaneously, we construct an interior design-specific dataset, DesignHelper, consisting of over 400 solutions across more than 15 spatial types and 15 design styles. This dataset helps fine-tune DiffDesign. Extensive experiments conducted on various benchmark datasets demonstrate the effectiveness and robustness of DiffDesign.

Neuromodulated Meta-Learning

Humans excel at adapting perceptions and actions to diverse environments, enabling efficient interaction with the external world. This adaptive capability relies on the biological nervous system (BNS), which activates different brain regions for distinct tasks. Meta-learning similarly trains machines to handle multiple tasks but relies on a fixed network structure, not as flexible as BNS. To investigate the role of flexible network structure (FNS) in meta-learning, we conduct extensive empirical and theoretical analyses, finding that model performance is tied to structure, with no universally optimal pattern across tasks. This reveals the crucial role of FNS in meta-learning, ensuring meta-learning to generate the optimal structure for each task, thereby maximizing the performance and learning efficiency of meta-learning. Motivated by this insight, we propose to define, measure, and model FNS in meta-learning. First, we define that an effective FNS should possess frugality, plasticity, and sensitivity. Then, to quantify FNS in practice, we present three measurements for these properties, collectively forming the \emph{structure constraint} with theoretical supports. Building on this, we finally propose Neuromodulated Meta-Learning (NeuronML) to model FNS in meta-learning. It utilizes bi-level optimization to update both weights and structure with the structure constraint. Extensive theoretical and empirical evaluations demonstrate the effectiveness of NeuronML on various tasks. Code is publicly available at \href{https://github.com/WangJingyao07/NeuronML}{https://github.com/WangJingyao07/NeuronML}.

On the Generalization and Causal Explanation in Self-Supervised Learning

Self-supervised learning (SSL) methods learn from unlabeled data and achieve high generalization performance on downstream tasks. However, they may also suffer from overfitting to their training data and lose the ability to adapt to new tasks. To investigate this phenomenon, we conduct experiments on various SSL methods and datasets and make two observations: (1) Overfitting occurs abruptly in later layers and epochs, while generalizing features are learned in early layers for all epochs; (2) Coding rate reduction can be used as an indicator to measure the degree of overfitting in SSL models. Based on these observations, we propose Undoing Memorization Mechanism (UMM), a plug-and-play method that mitigates overfitting of the pre-trained feature extractor by aligning the feature distributions of the early and the last layers to maximize the coding rate reduction of the last layer output. The learning process of UMM is a bi-level optimization process. We provide a causal analysis of UMM to explain how UMM can help the pre-trained feature extractor overcome overfitting and recover generalization. We also demonstrate that UMM significantly improves the generalization performance of SSL methods on various downstream tasks.

Rethinking Meta-Learning from a Learning Lens

Meta-learning has emerged as a powerful approach for leveraging knowledge from previous tasks to solve new tasks. The mainstream methods focus on training a well-generalized model initialization, which is then adapted to different tasks with limited data and updates. However, it pushes the model overfitting on the training tasks. Previous methods mainly attributed this to the lack of data and used augmentations to address this issue, but they were limited by sufficient training and effective augmentation strategies. In this work, we focus on the more fundamental ``learning to learn'' strategy of meta-learning to explore what causes errors and how to eliminate these errors without changing the environment. Specifically, we first rethink the algorithmic procedure of meta-learning from a ``learning'' lens. Through theoretical and empirical analyses, we find that (i) this paradigm faces the risk of both overfitting and underfitting and (ii) the model adapted to different tasks promote each other where the effect is stronger if the tasks are more similar. Based on this insight, we propose using task relations to calibrate the optimization process of meta-learning and propose a plug-and-play method called Task Relation Learner (TRLearner) to achieve this goal. Specifically, it first obtains task relation matrices from the extracted task-specific meta-data. Then, it uses the obtained matrices with relation-aware consistency regularization to guide optimization. Extensive theoretical and empirical analyses demonstrate the effectiveness of TRLearner.

On the Causal Sufficiency and Necessity of Multi-Modal Representation Learning

An effective paradigm of multi-modal learning (MML) is to learn unified representations among modalities. From a causal perspective, constraining the consistency between different modalities can mine causal representations that convey primary events. However, such simple consistency may face the risk of learning insufficient or unnecessary information: a necessary but insufficient cause is invariant across modalities but may not have the required accuracy; a sufficient but unnecessary cause tends to adapt well to specific modalities but may be hard to adapt to new data. To address this issue, in this paper, we aim to learn representations that are both causal sufficient and necessary, i.e., Causal Complete Cause ($C^3$), for MML. Firstly, we define the concept of $C^3$ for MML, which reflects the probability of being causal sufficiency and necessity. We also propose the identifiability and measurement of $C^3$, i.e., $C^3$ risk, to ensure calculating the learned representations' $C^3$ scores in practice. Then, we theoretically prove the effectiveness of $C^3$ risk by establishing the performance guarantee of MML with a tight generalization bound. Based on these theoretical results, we propose a plug-and-play method, namely Causal Complete Cause Regularization ($C^3$R), to learn causal complete representations by constraining the $C^3$ risk bound. Extensive experiments conducted on various benchmark datasets empirically demonstrate the effectiveness of $C^3$R.

On the Discriminability of Self-Supervised Representation Learning

Self-supervised learning (SSL) has recently achieved significant success in downstream visual tasks. However, a notable gap still exists between SSL and supervised learning (SL), especially in complex downstream tasks. In this paper, we show that the features learned by SSL methods suffer from the crowding problem, where features of different classes are not distinctly separated, and features within the same class exhibit large intra-class variance. In contrast, SL ensures a clear separation between classes. We analyze this phenomenon and conclude that SSL objectives do not constrain the relationships between different samples and their augmentations. Our theoretical analysis delves into how SSL objectives fail to enforce the necessary constraints between samples and their augmentations, leading to poor performance in complex tasks. We provide a theoretical framework showing that the performance gap between SSL and SL mainly stems from the inability of SSL methods to capture the aggregation of similar augmentations and the separation of dissimilar augmentations. To address this issue, we propose a learnable regulator called Dynamic Semantic Adjuster (DSA). DSA aggregates and separates samples in the feature space while being robust to outliers. Through extensive empirical evaluations on multiple benchmark datasets, we demonstrate the superiority of DSA in enhancing feature aggregation and separation, ultimately closing the performance gap between SSL and SL.

Not All Frequencies Are Created Equal:Towards a Dynamic Fusion of Frequencies in Time-Series Forecasting

Long-term time series forecasting is a long-standing challenge in various applications. A central issue in time series forecasting is that methods should expressively capture long-term dependency. Furthermore, time series forecasting methods should be flexible when applied to different scenarios. Although Fourier analysis offers an alternative to effectively capture reusable and periodic patterns to achieve long-term forecasting in different scenarios, existing methods often assume high-frequency components represent noise and should be discarded in time series forecasting. However, we conduct a series of motivation experiments and discover that the role of certain frequencies varies depending on the scenarios. In some scenarios, removing high-frequency components from the original time series can improve the forecasting performance, while in others scenarios, removing them is harmful to forecasting performance. Therefore, it is necessary to treat the frequencies differently according to specific scenarios. To achieve this, we first reformulate the time series forecasting problem as learning a transfer function of each frequency in the Fourier domain. Further, we design Frequency Dynamic Fusion (FreDF), which individually predicts each Fourier component, and dynamically fuses the output of different frequencies. Moreover, we provide a novel insight into the generalization ability of time series forecasting and propose the generalization bound of time series forecasting. Then we prove FreDF has a lower bound, indicating that FreDF has better generalization ability. Extensive experiments conducted on multiple benchmark datasets and ablation studies demonstrate the effectiveness of FreDF.

Teleporter Theory: A General and Simple Approach for Modeling Cross-World Counterfactual Causality

Leveraging the development of structural causal model (SCM), researchers can establish graphical models for exploring the causal mechanisms behind machine learning techniques. As the complexity of machine learning applications rises, single-world interventionism causal analysis encounters theoretical adaptation limitations. Accordingly, cross-world counterfactual approach extends our understanding of causality beyond observed data, enabling hypothetical reasoning about alternative scenarios. However, the joint involvement of cross-world variables, encompassing counterfactual variables and real-world variables, challenges the construction of the graphical model. Twin network is a subtle attempt, establishing a symbiotic relationship, to bridge the gap between graphical modeling and the introduction of counterfactuals albeit with room for improvement in generalization. In this regard, we demonstrate the theoretical breakdowns of twin networks in certain cross-world counterfactual scenarios. To this end, we propose a novel teleporter theory to establish a general and simple graphical representation of counterfactuals, which provides criteria for determining teleporter variables to connect multiple worlds. In theoretical application, we determine that introducing the proposed teleporter theory can directly obtain the conditional independence between counterfactual variables and real-world variables from the cross-world SCM without requiring complex algebraic derivations. Accordingly, we can further identify counterfactual causal effects through cross-world symbolic derivation. We demonstrate the generality of the teleporter theory to the practical application. Adhering to the proposed theory, we build a plug-and-play module, and the effectiveness of which are substantiated by experiments on benchmarks.

Interventional Imbalanced Multi-Modal Representation Learning via $β$-Generalization Front-Door Criterion

Multi-modal methods establish comprehensive superiority over uni-modal methods. However, the imbalanced contributions of different modalities to task-dependent predictions constantly degrade the discriminative performance of canonical multi-modal methods. Based on the contribution to task-dependent predictions, modalities can be identified as predominant and auxiliary modalities. Benchmark methods raise a tractable solution: augmenting the auxiliary modality with a minor contribution during training. However, our empirical explorations challenge the fundamental idea behind such behavior, and we further conclude that benchmark approaches suffer from certain defects: insufficient theoretical interpretability and limited exploration capability of discriminative knowledge. To this end, we revisit multi-modal representation learning from a causal perspective and build the Structural Causal Model. Following the empirical explorations, we determine to capture the true causality between the discriminative knowledge of predominant modality and predictive label while considering the auxiliary modality. Thus, we introduce the $\beta$-generalization front-door criterion. Furthermore, we propose a novel network for sufficiently exploring multi-modal discriminative knowledge. Rigorous theoretical analyses and various empirical evaluations are provided to support the effectiveness of the innate mechanism behind our proposed method.