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Hierarchical Variational Models (1511.02386v2)

Published 7 Nov 2015 in stat.ML, cs.LG, stat.CO, and stat.ME

Abstract: Black box variational inference allows researchers to easily prototype and evaluate an array of models. Recent advances allow such algorithms to scale to high dimensions. However, a central question remains: How to specify an expressive variational distribution that maintains efficient computation? To address this, we develop hierarchical variational models (HVMs). HVMs augment a variational approximation with a prior on its parameters, which allows it to capture complex structure for both discrete and continuous latent variables. The algorithm we develop is black box, can be used for any HVM, and has the same computational efficiency as the original approximation. We study HVMs on a variety of deep discrete latent variable models. HVMs generalize other expressive variational distributions and maintains higher fidelity to the posterior.

Citations (328)

Summary

  • The paper introduces a hierarchical approach to variational inference by incorporating priors on parameters to capture dependencies among latent variables.
  • It develops a black box inference algorithm that uses score function estimators and reparameterization gradients to reduce gradient variance.
  • Empirical evaluations on datasets such as The New York Times reveal that HVMs achieve lower perplexity scores than traditional mean-field approximations.

Hierarchical Variational Models: A Technical Perspective

The paper "Hierarchical Variational Models" by Ranganath et al. addresses a central problem in the field of variational inference; specifically, the challenge of specifying an expressive variational distribution while maintaining computational efficiency. The authors propose the development and application of Hierarchical Variational Models (HVMs), which augment variational approximations with priors on their parameters, thus allowing a more nuanced capture of complex structures in both discrete and continuous latent variables.

Context and Motivation

In Bayesian statistics, Black Box Variational Inference (BBVI) presents a framework where researchers can efficiently approximate posteriors for any probabilistic model without model-specific derivations. However, the traditional mean-field family used within BBVI imposes a significant limitation: it assumes independence among latent variables, which can undermine the fidelity of posterior approximations due to its inability to capture dependencies.

The mean-field assumption translates the complexity of parameterized distributions over latent variables into simpler, independent components. While beneficial for computational efficiency, this strong factorization renders the approach incapable of accommodating comprehensive dependencies between variables.

Proposed Methodology

The concept of Hierarchical Variational Models emerges as a natural extension wherein the variational distribution is regarded as a hierarchical model. This extension is inspired by hierarchical Bayesian models, wherein placing a prior on the parameters of the likelihood not only generalizes the family of distributions but also inherently introduces dependencies among the latent variables.

To operationalize this, the authors introduce a model structure where the mean-field parameterization is expanded into a two-level distribution. Here, variational parameters are drawn from a prior, leading to a Hierarchical Variational Model that can be expressed as follows:

$q_{(z ; \theta) = \int q(\lambda ; \theta) \prod_i q(z_i \mid \lambda_i) d\lambda.$

This formulation allows for dependencies among latent variable parameters, realized via priors such as mixtures of Gaussians or normalizing flows, both providing flexibility to model complex posteriors.

Algorithm and Computational Strategy

The authors develop a black box inference algorithm that recursively optimizes HVMs, maintaining computational efficiency similar to traditional BBVI approaches. The algorithm's merit lies in its ability to exploit the mean-field structure of the variational likelihood while enabling a more expressive posterior through hierarchical modeling.

Leveraging both score function estimators and reparameterization gradients, the algorithm diminishes variance in stochastic gradients, essential for efficient learning. The innovation of utilizing a recursive approximation for the variational posterior further refines the entropy bounding in optimization, leading to more accurate posterior inference.

Empirical Evaluation and Results

The paper presents a rigorous empirical analysis through simulated studies and experimentation with deep exponential family models. Particularly, HVMs outperform mean-field approximations in capturing multimodal and dependent structures within posteriors. Evaluations on datasets like The New York Times and Science show that HVMs consistently yield superior perplexity scores, evidencing higher fidelity in posterior approximations within hierarchical models such as multi-layer Poisson variational families.

Implications and Future Directions

The Hierarchical Variational Model approach synthesizes a robust blend of hierarchical Bayesian methods and variational inference frameworks, extending their applicability to complex models with non-trivial dependencies among variables. This work opens avenues for further exploration of alternative entropy bounds, enhanced analytic techniques within the empirical Bayes framework, and potential fusion with other machine learning model design strategies.

Future research may explore leveraging HVMs in more intricate models requiring granular fidelity in posterior inference or other domains where hierarchical structures are salient. Moreover, the use of expansive machine learning infrastructure to automate the gradient computations further supports the adoption of HVMs within broader AI applications.

In conclusion, this paper contributes a substantial methodological advancement by presenting a coherent, scalable framework to enhance the expressiveness of variational approximations, with strong empirical support indicating the potential of Hierarchical Variational Models to redefine approaches in modern Bayesian inference.

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