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Cray
u
u
u
u
u
u
u
u AMI BD
u
u
u BBS
AI
AI
AI
Q & A
Agenda
AI
AI
AI AI
1.
AI
Src: Fortune, 2016/09
/
First Principle Thinking
Reasoning from first principles, to break
down complicated problems into basic
elements and then reassemble them from
the ground up.
First introduced by Aristotle more than
2,000 years ago
Tesla Modal 3 is a rapid (modular/system)
innovation but not a disruptive innovation?!
How about SpaceX? AI…??
First Principle Thinking
Knowledge Building & Decision Making:
Know-what, Know-why, Know-how
Objective? Scientific? Feasible?
Know-how
(Feasible?)
Prescriptive
Know-Why
(Scientific?)
Normative
Know-What
(Objective?)
Descriptive
Prescriptive D-M:
How decisions could be made better?
Descriptive D-M:
How decisions are made?
Normative D-M:
How decisions should be made?
Entrepreneurship
Harvard DBA
Harvard Business Review
BFCGED
LR( )
LM( ) vs. LR( )
XàY
User-based Recommendation
Netflix Recommendation Challenge
2006~2009 (Netflix )
User-based vs. Item-based Recommendation
Clustering/Categorization Recommendation
Matrix = Associations
Rose Navy Olive
Alice 0 +4 0
Bob 0 0 +2
Carol -1 0 -2
Dave +3 0 0
Things are associated
Like people to colors
Associations have strengths
Like preferences and
dislikes
Can quantify associations
Alice loves navy = +4,
Carol dislikes olive = -2
We don’t know all
associations
Many implicit zeroes
Source: Sean Owen(2012), Cloudera
In Terms of Few Features
Can explain associations by appealing to underlying
features in common (e.g. “blue-ness”)
Relatively few (one “blue-ness”, but many shades)
(Alice)
(Blue)
(Navy)
Source: Sean Owen(2012), Cloudera
Losing Information is Helpful
When k (= features) is small, information is lost
Factorization is approximate
(Alice appears to like blue-ish periwinkle too)
(Alice)
(Blue)
(Navy)
(Periwinkle)
Source: Sean Owen(2012), Cloudera
Eigen value, Eigen Vector & Factor Analysis
eigen- is adopted from the German word eigen for
"proper", "characteristic".
In the 18th century Euler studied the rotational motion
of a rigid body and discovered the importance of
the principal axes.
Lagrange realized that the principal axes are the
eigenvectors of the inertia matrix.
square matrix: A
column vector: v
Src: AmpCamp, 2015
ALS Algorithm
• Optimizing X, Y simultaneously is non-convex,hard
• If X or Y are fixed, system of linear equations:convex,easy
• Initialize Y with random values
• Solve for X
• Fix X, solve for Y
• Repeat (“Alternating”)
X
YT
A m
=
n
S
k
k• T’
n
m
•Σ
Singular Value Decomposition
Eigen vector
Sample FM Matrix
FM with SGD
Context-aware Matrix Factorization
Richness
vs.
- - -
-
World, Model & Theory
Credit: John F. Sowa
generalized statements,
proven scientifically with evidence
Simplified representation, helpful tool to
understand specific phenomena
NormativePrescriptiveDescriptive
Model?!
2.
AI
Knowledge Building & Decision Making:
Know-what, Know-why, Know-how
Objective? Scientific? Feasible?
Know-how
(Feasible?)
Prescriptive
Know-Why
(Scientific?)
Normative
Know-What
(Objective?)
Descriptive
Prescriptive D-M:
How decisions could be made better?
Descriptive D-M:
How decisions are made?
Normative D-M:
How decisions should be made?
Entrepreneurship
Harvard DBA
Harvard Business Review
BFCGED
Data Science is the ART tuning data into Action
Segments Reports
For Human
(Explanatory)
Models Data-driven
Actions
Intelligence Effectiveness
- -
3.
AI
A new, louder Echo Dot $49.99 Echo Auto $24.99 Echo Sub $129.99
Fire TV Recast $229.99 A slicker Echo Show $229 A new Ring security camera $179
The speaker-less Echo Input $34.99 Alexa microwave $59.99 An Alexa Clock that visualizes your timers
$29.99
Amazon Echo
Amazon Echo Dot vs. Google Home Mini
$29 vs. £49
15,000+ skills
PC Mobile Things
Tesla + Uber + X = ?
Paradigm Shift(Reverse)
Move
u Data à program
Value
u Things à Product Service à Personal Service
u Value/revenue shift
u What if phone price is near its cost or free?
Box Moving
Things Users
For example: Camera
IoT Service
Users
CloudThings
IoT Service
For example: Home Surveillance
Low service feeHigh price
AIoT Service
Users
Data
Cloud
Training/
Inference
Things
AIoT
Service
For example: Smart Home Surveillance
AIoT Service(Reverse)
Users
Data
Cloud
Training/
Inference
Things
AIoT Service
Low price
Main revenue stream
Users
Data
Cloud
Training/
Inference
Things
AIoT Service
Low price
- -
A
- -
-
AIoT Service(Paradigm Shift)
Users
Data
Cloud
Training/
Inference
Things
AIoT Service
Low price
- -
A
- -
-
AIoT Service(Paradigm Shift)
Prescriptive
Nomative
Descriptive
Business Model Canvas
Traditional Publishing Industry
Long Tail of user-generated niche content
Google Multi-sided Business Model
Why Vertical Integration?
Microsoft Surface Book
Why Vertical Integration?
Why Merge?
Amazon vs. XiaoMi
Competitive pricing hardwares
Mi store vs Amazon market
Mi UI vs Alexa
1000- products
1500+ products
Knowledge Building & Decision Making:
Know-what, Know-why, Know-how
Objective? Scientific? Feasible?
Know-how
(Feasible?)
Prescriptive
Know-Why
(Scientific?)
Normative
Know-What
(Objective?)
Descriptive
Prescriptive D-M:
How decisions could be made better?
Descriptive D-M:
How decisions are made?
Normative D-M:
How decisions should be made?
Entrepreneurship
Harvard DBA
Harvard Business Review
BFCGED
- A
-.
IoT
Internet of Things
Internet of Transformation
AIoT
AI - Internet of Things
AI - Internet of Transformation
Artificial Power Artificial Intelligence
AIR/AIoT
Artificial Power à Artificial Intelligence
à
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