Blog

  • Learning machines discussion

    Why learning machines? Simply because I don’t want to get into an argument of what an AI actually is, so hence the title change – but interesting watching.

    The Churchill Club manage to get top drawer panelists for this session on learning machines

    • Yoshua Bengio, Professor, Department of Computer Science and Operations Research, Universite de Montreal
    • John E. Kelly, Senior Vice President, Solutions Portfolio and Research, IBM

    The panel was moderated by long time New York Times technology journalist  John Markoff.

    Key takeouts for me were:

    Cycle since the 1950s of over-promising and under delivering that drove nuclear winters and booms. Current cycle goes back to the DARPA autonomous vehicle competitions of the past decade. Neural networks weren’t seen as ‘AI’, they went out of research fashion in the 1990s and research picked back up in 2005. Deep learning is basically layers of neural network – more layers = ‘deeper’. Deep nets are now the standard for learning machines. Object recognition improved in 2012 and both industrial and media interest took off.

    Performance has been helped by improved hardware, which has driven the breakthroughs.

    Learning machines still need a lot of human guidance, unsupervised learning isn’t doing as well. It probably explains why IBM has so many people working on Watson projects. This also explains why Watson is externally seen primarily as a ‘marketing concept’.

    Rate of change in semiconductors. Moore’s Law is likely to top out at 5nm. Carbon nanotube devices will be the new silicon in semiconductors. Quantum computing will drive performance in certain types of calculations by a factor of 20. Graphene is better for analogue devices, nanotubes are better for switching. The cost of transistors has stopped falling, which has an implication for new disruptive industries.

    We’ll get performance and density, the cost of which is more uncertain. Computing power is important for learning machine technologies. Power consumption (computing power per watt) is tremendously important. IBM Watson on Jeopardy used 85,000 watts to beat two 20 watt humans.

    Back propagation allows the use of lower power processors. Speech and vision are areas of a big push, but the most exciting area is language recognition and understanding with recurrent networks – implications for conversational interfaces and services.

    IBM think cognitive computing is a wider area than ‘machine learning’. Cognitive computing is what IBM think will transform ‘digital transformation’ through learning machines.

    AI has a definition problem due to fashion and academic quarrels.

    Watson was originally designed to deal with massive unstructured data rather than building an AI. Data was growing faster than IBM could develop for. Watson had a data centric focus. It sounds rather like the vision I once heard articulated for both Autonomy and Palantir.

    Consumers will see Watson as ‘insights’. Watson as a learning machine focuses on comparing and contrast to try and find patterns.

    Interesting that IBM went in so hard on healthcare as an example, given how they eventually retreated from the sector after scandals over unsafe diagnosis.

    UPDATE: October 6, 2020 – report on AI progress here.

    More technology related content here.

  • Social relationship platforms + more

    Most Marketers Don’t Use Social Relationship Platforms | Forrester  – I am not that surprised, social relationship platforms such as Hootsuite’s user experience isn’t exactly intuitive. They’re hard to use for the teams that I have worked with on campaigns and their pricing policy isn’t transparent. Instead it’s more like feeding your wallet through a salami slicer. Also with the changes in social platforms, social relationship platforms make less sense

    End of the Line? Messaging app in big trouble as active user growth stalls | Techinasia – really?

    Flipboard’s Fanfare Fades as Executives Exit, Sale Talks Stall – Bloomberg Business – the writing was on the wall with Flipboard back when I ran into some of their people in Seoul a few years ago

    Inside Innoway, China’s $36 million government-backed startup village – in just two years, Beijing city planners transformed a no-frills walkway in the city’s northwest into a symbol of China’s internet ambitions

    Mossberg: The Apple TV gets smart | The Verge – wait for the next version basically

    Hong Kong is the happiest place in China, according to WeChat posts – Hong Kong is home to the happiest people in Greater China, closely followed by Taiwan

    The Architecture of Communication: The Visual Language of Hong Kong’s Neon Signs | NEONSIGNS.HK 探索霓虹 – great article on decoding Hong Kong signage design

    (in)visible (de)signs | Designs that often go unnoticed – architecture of communication: the visual language of Hong Kong’s neon signs

    A movement in the making – Dupress – some nice slide ware on maker economy

    IBM to Buy Weather.com, But Not the Weather Channel – NBC News – surprised this didn’t happen sooner. Great case study for IBM, surprised if AccuWeather doesn’t receive offers after this

    The Cheapest and Most Expensive Places to Live in Luxury in Asia – WSJ – the cost of living in luxury has come down in Mumbai making the Indian financial capital the cheapest place in Asia to live it up, according to a new report that examines the price of top-end goods and services

    BMW Icons Guide. – I like the thought put into the icon design

    Taxi groups unite to fight Uber with $250m start-up – FT.com – interesting meta taxi app (paywall)

  • On innovation

    Before I start to reflect on innovation, let me tell you story from my my old agency days. Back in the day I used to work agency side on the Microsoft account. Unlike a lot of my colleagues who worked on it full time, my workload was usually tangental to everything else that I had going on. My senior colleagues had worked on the business for a long time and became what you might term institutionalised. They had a definite dogmatic world view, which I was wasn’t comfortable with as I felt it lacked the objectivity required to give good client counsel.

    That world view was baked into the descriptor of the agency, that we provided ‘innovation communications’, that is focused on communications programmes for innovative organisations. For certain people innovation became defined purely in terms of what Microsoft was doing at that time. For instance, winning a client that had a new business model would challenge mainstream ‘gourmet’ food brands like Kettle brand crisps (chips in US parlance) – saw colleagues berated over e-mail by senior leadership for bringing the wrong kind of innovation into their consumer brands part of the business.

    Businesses change, no more so than the technology sector and agencies with anchored positions are left behind in spite of their loyalty as clients need fresh ideas.

    Steve Jobs (WIRED Japan - August,1995).

    I was thinking about at their dogmatic view of innovation when I read this quote from Steve Ballmer talking about Microsoft’s landmark investment in Apple back in 1997.

    They’ve done a great job. They’re a company that’s done a great job. If you go back to 1997, when Steve came back, when they were almost bankrupt, we made an investment in Apple as part of settling a lawsuit. We, Microsoft made an investment. In a way, you could say it might have been the craziest thing we ever did. But, you know, they’ve taken the foundation of great innovation, some cash, and they’ve turned it into the most valuable company in the world.

    It probably would have been enough to make a couple of my former colleagues extremely uneasy to say the least, especially given Steve Ballmer’s hard charging reputation. One thing that Ballmer misses is that even though Microsoft couldn’t vote with those shares, it was potentially as well-made a deal as Jerry Yang buying into Alibaba – if Microsoft had held those shares for long enough. Regardless of this, the Office unit of Microsoft more than made up for this investment with the amount of profit they made over the next few years on versions of Mac Office.

    More information
    Steve Ballmer: Microsoft investing in Apple ‘might have been the craziest thing we ever did’ | BGR

  • Black Friday Sale + more things

    REI to Close Stores During Black Friday Sale and Encourages Customers to Go Outside | Time – this is a smart more by REI on its Black Friday sale for a number of reasons. It is in keeping things on brand. It focuses purchases to their online channels. It also reels in Patagonia’s differentiator during the Black Friday sale of the Thanksgiving holiday season

    Oxford Professor Schools CalPERS: Contrary to Board Presentation, Private Equity is “Most Expensive Asset Class, By Far” – not terribly surprising results. CalPERS seems to be a basket case at the moment

    Google Reveals Its New “RankBrain” Artificial Intelligence System – interesting focus on complex queries by Google, presumably because there will be more clues in user context. But where will this leave experienced netizens who use Boolean search terms to refine their searches? Is Google enough of a utility to ignore early adopters, and could early adopters go elsewhere?

    IBM Opens the Door for Carbon Film NV Memory | EE Times – This latest work may well have solved the problems that have so far inhibited the development of carbon-based memory and opened the door to the possible use of oxygenated amorphous carbon

    SMARTPHONES: Smartphone Price Wars Claim More Suppliers ~ Young’s Business China – consolidation at component level likely to affect smaller phone manufacturers, but will it cause more sensible component pricing? More wireless industry related posts here.

    WPP reports 3.3% hike in net sales for Q3 but UK revenue growth slows – WPP attributed to a “softening” in advertising, media investment management (media buying), data investment management (market research and CRM) and healthcare – interesting that this vertical in particular is soft. Healthcare is usually much more resilient as a vertical market.  (paywall)

    Advertisers often don’t know what they are buying when talking mobile | Campaign – lack of context, intrusive formats and taking the piss on data connections (paywall)

  • On the sofa: No blood no tears

    No blood No tears – One of the best kept secrets in London is the free sessions put on by the Korean Cultural Centre just off Trafalgar Square. I caught the last film of the year to be shown at the centre. No blood No tears is a Korean heist story. Gyung-Sun is a former safe-cracker who has reformed and become a taxi driver.

    Her husband is in the wind and left behind a lot of gambling debts that local loan sharks try to collect on. She doesn’t know where her child is and to cap it all Gyung-Sun has a difficult relationship with the police and her short temper.

    A chance car accident brings her into contact with a petty gangsters moll and a plot ensues to rob the dog fighting arena where illegal gambling takes place. What ensues is a film that is part comedy, part Thelma & Louise and a healthy dose of ultra-violence that would be familiar to Hong Kong cinema and Tarantino fans.

    Over the next few weeks I will be getting my fix of Korean cinema at the London Korean Film Festival. I can recommend from personal experience:

    • Raging Currents
    • The Man From Nowhere
    • The Classified File

    More Korea-related posts here.