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Teaching Transformers Causal Reasoning through Axiomatic Training (2407.07612v2)

Published 10 Jul 2024 in cs.LG, cs.AI, and cs.CL

Abstract: For text-based AI systems to interact in the real world, causal reasoning is an essential skill. Since active interventions are costly, we study to what extent a system can learn causal reasoning from symbolic demonstrations of causal axioms. Specifically, we present an axiomatic training method where the system learns from multiple demonstrations of a causal axiom (or rule), rather than incorporating the axiom as an inductive bias or inferring it from data values. A key question is whether the system would learn to generalize from the axiom demonstrations to more complex scenarios. Our results, based on applying axiomatic training to learn the transitivity axiom and d-separation rule, indicate that such generalization is possible. To avoid data contamination issues, we start with a 67 million parameter transformer model and train it from scratch. On both tasks, we find that a model trained on linear causal chains (along with some noisy variations) can generalize well to complex graphs, including longer causal chains, causal chains with reversed order, and graphs with branching.To handle diverse text inputs, the same method is extended to finetune LLMs. Finetuning Llama-3.1 8B model on our axiomatic data leads to significant gains on causal benchmarks such as Corr2Cause and CLEAR, in some cases providing state-of-the-art performance surpassing GPT-4.

Citations (2)

Summary

  • The paper demonstrates that transformers can learn causal reasoning through an axiomatic training approach using symbolic causal tuples.
  • The methodology employs synthetic causal data with various positional encoding strategies to evaluate generalization on unseen sequences.
  • Results indicate that models without positional encoding excel on complex, branched causal graphs, rivaling larger models like GPT-4.

An Analysis of Axiomatic Training for Causal Reasoning in Transformers

Introduction

Causal reasoning is a fundamental capability for AI systems to interact effectively in the real world. While interventional data is often costly to produce, passive data provides a less expensive alternative to train AI models for causal inference. The focus of the paper, "Teaching Transformers Causal Reasoning through Axiomatic Training", is to evaluate the extent to which an AI agent, specifically a transformer model, can learn causal reasoning skills from passive data. This is achieved through a novel axiomatic training scheme that teaches transformers causal axioms directly from symbolic demonstrations.

Methodology

The paper proposes an innovative approach in which transformers are trained using symbolic tuples representing causal axioms. The main methodological contributions include the design of a training framework where each data instance comprises a premise, hypothesis, and result (Yes or No). The key here is that the model learns causal reasoning principles directly from these demonstrative tuples without requiring interventional data.

Key Components:

  1. Synthetic Data Generation:
    • The training data is generated using causal axioms such as the transitivity axiom. For example, if X -> Y and Y -> Z, then X -> Z.
    • Variability in training data is introduced by employing different node names, graph topologies, and causal graphs of varying lengths.
  2. Positional Encoding Strategies:
    • The paper evaluates three types of positional encodings: No positional encoding (NoPE), sinusoidal positional encoding (SPE), and learnable positional encoding (LPE).
  3. Evaluation Datasets:
    • Several complex evaluation datasets are designed to test different aspects of generalization such as longer graphs, shuffled sequences, reversed sequences, and branched networks.

Results

Length Generalization

Transformers trained using the proposed axiomatic training approach showed impressive generalization capabilities to longer causal sequences that were not seen during training. Notably, the best results were achieved using models with NoPE, outperforming other baselines including larger models such as GPT-4.

Node Name Shift

The models also performed robustly when tested on sequences with longer node names than those seen during training, indicating that the transformer successfully learned the underlying causal relationships rather than memorizing specific tokens.

Order of Causal Sequences

Performance on shuffled and fully reversed sequences further demonstrated the effectiveness of the axiomatic training approach. The NoPE models showcased a remarkable capacity to generalize to these new configurations, in some cases even surpassing large-scale LLMs like GPT-4.

Branching

The evaluation on branched causal graphs, which represent more complex structures, revealed that the axiomatic approach could handle significant complexity, maintaining relatively high accuracy even for unseen, densely branched networks.

Implications and Future Work

The axiomatic training framework introduced in this paper presents a new paradigm for teaching transformers causal reasoning. By learning from symbolic data, transformers can grasp causal axioms that allow them to generalize to diverse downstream applications.

Theoretical Implications

This work contributes to the broader literature on causal learning from passive data by demonstrating that transformers can learn complex causal reasoning abilities from structured, synthetic data representing causal axioms. This suggests that similar approaches could be employed to train AI models on various logical reasoning tasks, thereby improving their reasoning capabilities without extensive manual intervention.

Practical Implications

The performance of the trained transformers, especially models like TS2 (NoPE), showed promise in causal reasoning, rivaling and sometimes surpassing powerful LLMs like GPT-4 in specific contexts. This indicates that axiomatic training could be an efficient strategy for developing robust AI systems capable of sophisticated reasoning without the extensive computational resources typically required.

Future Work

  • Extending the axiomatic training approach to a broader set of causal axioms beyond transitivity, such as d-separation or the Markov property, could further enhance the reasoning capabilities of transformers.
  • Applying this training strategy to other logical and deductive reasoning tasks to explore its generalizability beyond causal inference.
  • Investigating the theoretical underpinnings of why certain positional encoding strategies, notably NoPE, significantly enhance the model's generalization capabilities.

Conclusion

The paper demonstrates that transformers can effectively learn causal reasoning through axiomatic training. This method not only facilitates transformers to learn from passive data but also enables their generalization to more complex causal structures, achieving accuracy comparable to or better than existing LLMs on specialized tasks. The implications of this research suggest a promising direction for developing more efficient AI systems capable of advanced reasoning, with wide-ranging applications in AI development and beyond.

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