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Implicit Regularization in Matrix Factorization (1705.09280v1)

Published 25 May 2017 in stat.ML and cs.LG

Abstract: We study implicit regularization when optimizing an underdetermined quadratic objective over a matrix $X$ with gradient descent on a factorization of $X$. We conjecture and provide empirical and theoretical evidence that with small enough step sizes and initialization close enough to the origin, gradient descent on a full dimensional factorization converges to the minimum nuclear norm solution.

Citations (466)

Summary

  • The paper demonstrates that gradient descent on full-dimensional matrix factorization converges to a minimum nuclear norm solution under specific initialization and step size conditions.
  • It combines theoretical proofs with empirical simulations to uncover the implicit bias in optimization algorithms for underdetermined problems.
  • The results offer actionable insights for designing better regularization strategies in machine learning models by leveraging inherent algorithmic bias.

Implicit Regularization in Matrix Factorization

The paper "Implicit Regularization in Matrix Factorization" by Gunasekar et al. explores the implicit bias introduced by optimization algorithms in matrix factorization problems. It presents both empirical and theoretical evidence supporting the conjecture that gradient descent on a full-dimensional factorization of a matrix XX leads to the minimum nuclear norm solution under specific conditions. This concept is pivotal in the context of underdetermined problems, where the optimization process has multiple global minima.

Key Analysis and Insights

The paper focuses on the implicit regularization effect of optimization algorithms like gradient descent when applied to matrix factorization. The authors identify that, for an underdetermined quadratic objective, selecting an optimization algorithm can inherently bias the solution towards certain desirable properties without any explicit regularization being applied. In particular, with appropriate initialization and small step sizes, gradient descent tends towards the minimum nuclear norm solution even if no explicit constraint is imposed by the factorization.

The paper generalizes this behavior using the concept of implicit regularization, which has been observed in deep learning contexts where models trained purely for minimizing training error still manage to generalize well.

Theoretical Framework and Conjecture

The authors propose a conjecture, backed by experiments and theoretical exploration, that when matrices are initialized close to the origin and a small enough step size is used, gradient descent in the factorized form achieves the minimum nuclear norm solution. The work provides theoretical proofs in specific cases, especially when the constraint matrices commute.

The paper establishes that for full-rank initial points, the limit of the solution obtained by gradient flow will be a minimum nuclear norm solution. An interesting aspect of the analysis is the use of gradient flow to describe the behavior of the optimization algorithm in the limit of infinitesimally small step sizes.

Empirical Evidence

Substantial empirical results support the theoretical findings. Simulations on matrix completion and reconstruction tasks, with both random and structured data, demonstrate the convergence of gradient descent towards a solution with minimal nuclear norm. The authors also employ exhaustive grid searches on small problem instances to verify the consistency of their findings across different scenarios.

Implications and Future Directions

This paper has considerable implications for machine learning and optimization, particularly in understanding how implicit regularization affects learning in neural networks and matrix factorization models. The bias toward low nuclear norm solutions suggests a mechanism by which certain over-parameterized models achieve good generalization without explicit regularization.

Future research could explore extending these results to other forms of implicit regularization in non-linear or more complex models. Additionally, understanding how these insights might aid in designing better optimization algorithms or architectures that harness this implicit bias could lead to advancements in model performance and efficiency.

Conclusion

The paper by Gunasekar et al. sheds light on the often overlooked but significant aspect of implicit regularization during the optimization process. By establishing the gradient descent's bias towards minimum nuclear norm solutions, it opens up pathways to more profound insights into regularization mechanisms in machine learning models, especially in over-parameterized regimes. The blend of theoretical insights and robust empirical evidence makes it a valuable contribution to the field, offering both a foundational understanding and a springboard for further inquiry into implicit regularization phenomena.