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Leveraging Diversity Scott E Page University of Michigan Santa Fe Institute

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Page 1: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Leveraging Diversity

Scott E Page University of Michigan Santa Fe Institute

Page 2: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars
Page 3: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Outline

Background: Two Inescapable Trends Identity and Cognitive Diversity Prediction

Case: Netflix Prize

Problem Solving Takeaways

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Trend 1 Increasing Diversity

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Chicago

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New York

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LA

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The D

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Equalizing Opportunity. Addressing past disadvantages.

Normative Argument

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Promoting diversity enlarges the pool.

Pragmatic Advantages

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Diversity Ability

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Trend 2 Changing Nature of Work

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Pair Progamming

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Page 21: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen 1902   Hendrik A. Lorentz, Pieter Zeeman 1903   Antoine Henri Becquerel, Pierre Curie, Marie Curie 1904 John W. Strutt 1905 Philipp E. A. von Lenard 1906 Sir Joseph J. Thomson 1907 Albert A. Michelson 1908 Gabriel Lippmann 1909 Carl F. Braun, Guglielmo Marconi 1910 Johannes D. van der Waals 1911 Wilhelm Wien 1912 Nils G. Dalen 1913 Heike Kamerlingh Onnes 1914   Max von Laue 1915   William Bragg

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42

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Diverse +

Group

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Rethinking

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≠ + +

Page 27: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Want to understand how diversity affects group performance

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Diversity Ability

Page 29: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars
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E[SqE(c)] =

B2 +1n

Var +n −1

nCov

Page 31: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars
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Identity and Cognitive Diversity

Page 34: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars
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The Ketchup Question

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Soda, Pop, or Coke By Region

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Cultural Blinders

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Page 45: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Gunter Blobel: The exception

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Coumadin.

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Prediction

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X lb?

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Lightning

Smoke and Fire

Flight of Birds

Neighing of Horses

Tea Leaves and Coffee Grounds

Passages of Sacred Texts

Numbers

Guessing

Stars and Planets (astrology)

Rolling Dice

Tarot Cards

Palm Reading

Crystal Balls

Head Shape (Phrenology)

Atmospheric Conditions

Dreams

Animal Entrails

Moles on the body

David O

rrell “The Future of Everything. Model

Methods of

Divination

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Diverse Categorizations

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Linnean Classification Sort

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Source: www.promotega.org

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Pile Sort

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BOBO Sort

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Airstream Sort

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Crowd Error = Average Error - Diversity

Diversity Prediction Theorem

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The Spherical Cow

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The Gateway Cow

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Crowd Error = Average Error – Diversity

0.6 = 2,956.0 - 2955.4

Galton’s Steer

Page 60: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Case: Netflix Prize

Page 61: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Outline

Netflix Prize: Background Predictive Models

Factor Models

Ensembles of Models Ensembles of Teams The Value of Diversity

Page 62: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Netflix Prize

November 2006, Netflix offers a prize of $1 million to anyone who can defeat their Cinematch recommender system by 10% or more.

Page 63: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Some Details

Netflix users rank movies from 1 to 5 Six years of data Half million users 17,700 movies Data divided into (training, testing) Testing Data dived into (probe, quiz, test)

Page 64: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Interesting Asides

Lost in Translation and The Royal Tenenbaums had the highest variance

Shawshank Redemption had the highest rating Miss Congeniality had the most ratings.

Page 65: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Singular Value Decomposition

Each movie represented by a vector: (p1,p2,p3,p4…pn)

Each person represented by a vector:

(q1,q2,q3,q4…qn) Rating: rij = mi + aj + p�q Training: choose p,q to minimiize

(actualij –rij)2

+ c( ||p||2+ ||q||2)

Page 66: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

BellKor’s Initial Models

Approximately 50 dimensions, 107 Models Best Model: 6.8% improvement Combination of Models: 8.4% improvement

Page 67: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Why Do More Work Better?

SqE(c) = SqE(s) - PDiv(s)

Page 68: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

BellKor’s Pragmatic Chaos

More is Better: Seven person team Functional Diversity: statisticians, machine learning experts and

computer scientists Identity Diversity: United States, Australia, Canada and Israel. Difficult be build a “grand” model (800 variables) but possible to

build lots of “huge” models

Page 69: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Ensemble Effects

Best Model 8.4% Ensemble: 10.1% Rules: Once someone breaks 10%, then the contest ends in 30

days.

Page 70: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Enter ``The Ensemble’’

23 teams from 30 countries who blended their predictive models who tried in the last moments to defeat BellKor’s Pragamatic Chaos

Page 71: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

The Ensemble

“The contest was almost a race to agglomerate as many teams as possible,” said David Weiss, a Ph.D. candidate in computer science at the University of Pennsylvania and a member of the Ensemble.

“The surprise was that the collaborative approach works so well, that trying all the algorithms,

coding them up and putting them together far exceeded our expectations.”

New York Times 6/27/09

Page 72: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

And The Winner is…

RMSE for The Ensemble: 0.856714 RMSE for Bellkor's Pragmatic Chaos: 0.856704 By the rules of the competition the scores are rounded to four decimal

places so it was a tie. However, BellKor’s Pragmatic Chaos submitted 20 minutes earlier so they

won. (and they had the lower error)

Page 73: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Oh, by the way..

BellKor’s Pragmatic Chaos 10.06% The Ensemble 10.06% 50/50 Blend 10.19%

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Problem Solving

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Diverse Perspectives

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Page vs de Marchi 3/17/98

Page de Marchi

Page 77: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Page de Marchi

Page vs de Marchi 3/17/98

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Page de Marchi

Page vs de Marchi 3/17/98

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Page de Marchi

Page vs de Marchi 3/17/98

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Page de Marchi

Page vs de Marchi 3/17/98

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Page de Marchi

Page vs de Marchi 3/17/98

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Page de Marchi

Page vs de Marchi 3/17/98

Page 83: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Page de Marchi

Page vs de Marchi 3/17/98

Page 84: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

15

A Magic Square

15

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Play it Again

P

D

P

D

P

Page 86: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Diverse Cognitive Models/Heuristics

Page 87: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

A Test

• Create a bunch of agents with diverse perspectives and heuristics • Rank them by their performance on a problem. • Note: all of the agents must be “smart”

Page 88: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

Experiment

Group 1: Best 20 agents Group 2: Random 20 agents Have each group work collectively - when one agent gets stuck at a point, another agent tries to find a further improvement. Group stops when no one can find a better solution.

Page 89: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

The IQ View

75

121 84

135

111

9

Alpha Group

138 137 139

140 136 132

Diverse Group

Page 90: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

The diverse group almost always outperforms the group of the best by a substantial margin.

See Lu Hong and Scott Page Proceedings of the National Academy of Sciences (2002)

Page 91: University of Michigan Santa Fe Institute Leveraging · PDF fileChanging Nature of Work . Pair Progamming . First 15 Nobels in Physics: 19 Winners 1901 Wilhelm C. Röntgen ... Stars

The Toolbox View

EZ

AHK FD

BCD

AEG

IL ADE BCD BCD

ABC ACD BDE

Alpha Group Diverse Group

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Calculus Condition: Problem solvers must all be smart- -we must be able to list their local optima

Diversity Condition: Problem solvers must have

diverse heuristics and perspectives Hard Problem Condition: Problem itself must be difficult

What Must be True?

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Realizing Diversity’s Benefits

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Kevin Dunbar

Out of the Bathtub and In the Group

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GRE:???

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   Group Accuracy & Perceived Effectiveness Phillips, Liljenquist, & Neale, 2009

5.6

5.7

5.8

5.9

6

6.1

6.2

6.3

6.4

Homogeneous Diverse 30

35

40

45

50

55

60

65

70

75

Homogeneous Diverse

% Groups Accurate Perceived Effectiveness

Controls  for  individual  performance  &  how  well  group  members  know  one  another  

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Group Objective Accuracy vs Confidence in Decision

40

45

50

55

60

65

70

75

80

Homogeneous Diverse 60

62

64

66

68

70

72

74

76

78

Homogeneous Diverse

% Groups Accurate Confidence  in  Decision  

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The Prepared Mind

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The Prepared Mind Community