OpenAI CFO: Not knowing AI tools like Codex is now a dealbreaker for finance hires
AI fluency is becoming the new baseline for finance talent.
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AI fluency is becoming the new baseline for finance talent.
New graduatesโ careers are unfolding in an era when AI is not optional. The most successful engineers treat artificial intelligence as leverage, not competition. Here are seven tips to help keep young professionals in demand no matter how quickly the fieldโs tools evolve. 1. Master the fundamentals first. AI tools can help you code, but you still need strong fundamentals in: Data structures and algorithms for problem-solving. Operating systems, databases, and networking for system-level understanding. Core programming languages such as C++, Java, and Python. AI can autocomplete syntax, but if you donโt understand how things work under the hood, youโre likely to struggle to debug or optimize. 2. Learn how to work with AI, not against it. The best engineers will not try to out-code AI. Instead, they will learn to: Write clear prompts to generate better code snippets. Review and debug AI-generated code for accuracy, performance, and security. Use AI for productivity boosts while still exercising judgment. Think of AI as a teammate. The real skill is knowing when to trust it and when not to. 3. Build projects that showcase end-to-end thinking. Employers increasingly look for engineers who can design and build systems, not just solve problems. Create projects that show you can: Define requirements clearly. Use AI tools responsibly within the workflow. Deliver a product that scales and is maintainable. 4. Sharpen your system design skills early. Even junior engineers are now asked questions about basic system design with AI. Expect to explain to prospective employers: How you would responsibly integrate AI into a system. How to design fallbacks when AI fails. How to ensure scalability and reliability. 5. Develop strong communication skills. Todayโs engineers donโt just code in isolation. You will be expected to: Explain design choices to teammates and stakeholders. Document decisions clearly. Collaborate effectively in cross-functional teams. This is one area where AI cannot replace you. Clear communication is a career accelerant. 6. Stay curious and keep learning. The tech industry moves fast, and AI is accelerating that pace. Cultivate habits such as: Following industry news, blogs, and open-source projects. Experimenting with new AI tools, frameworks, and libraries. Engaging in communities such as GitHub, IEEE Collabratec, LinkedIn, and Medium. Employers value engineers who keep themselves sharp and relevant. 7. Think beyond coding. AI will increasingly handle routine coding tasks. The differentiators for you will be: Problem-framing: Can you take a vague idea and turn it into a solution? Architectural judgment: Can you design systems that scale and last? Ethical awareness: Can you spot risks in AI use and address them responsibly? For more career advice, subscribe to the IEEE Spectrum Career Alert Newsletter. The biweekly newsletter features the latest information on jobs, education, management, and the engineering workplace.
Florida Attorney General James Uthmeier on Monday filed a new complaint against OpenAI and its CEO Sam Altman, alleging the ChatGPT maker knowingly put profits over user safety to win the artificial intelligence โarms race.โ The lawsuit seeks to hold Altman liable for allegedly harming Floridians by failing to implement safeguards in ChatGPT and asks [โฆ]
AMD CEO Lisa Su tells MIT graduates that knowing how to use the tools isnโt enoughโand the impacts from AI are โactually our responsibilities.โ
The U.S. might be in the early days of a productivity boom without even knowing it.
This article is adapted by the author with permission from Tech Policy Press. Read the original article. South Africa is not just another developing country struggling to govern artificial intelligence; it is the exception with leverage, and the window to act on it is closing. It holds approximately 88 percent of global platinum-group metal reserves, critical inputs to parts of the semiconductor and data-center supply chains that make AI infrastructure possible. It hosts the largest data-center market on the continent. Its existing hyperscaler relationships give it procurement leverage that most African states will never have. And a major geopolitical contest over AI infrastructure is being fought on its soil right now, between Chinese and American technology companies competing for control of the systems that will underpin an entire continentโs public sector. In physics, leverage requires three things: a fulcrum, a lever arm, and the ability to apply force. The Bushveld Complex, the worldโs largest platinum-group metal deposit, is the fulcrum: a mineral endowment that gives South Africa a position in the semiconductor supply chain that no other African state holds. The since-withdrawn draft policy is the lever arm. The unresolved โOPTIONโ provisions in the policy are where force would be applied. Without a policy that specifies what South Africa wants in return for market access, the lever arm sits unused, and the weight of two of the worldโs largest technology ecosystems settles exactly where those ecosystems want it to settle. This makes South Africa a global test case. Not because its proposed means of governance is exemplary, but because it is the one developing country with enough structural leverage to negotiate genuinely different terms, and the one that is choosing, through inaction, not to. The recent announcement of a new panel to update the draft policy is an important opportunity. But the deeper failure is not that an AI policy contained bad references. It is that no verification process caught them before the document entered the public domain. That is a systems problem, not merely a political one. It points to a missing layer in how governments are adopting AI. The contest already underway Last year, Huawei pitched an emerging-product bundle to tech executives across the continent. Huawei was now bundling access to DeepSeekโs large language model with its own cloud and storage infrastructure. The price differential was starkโin some cases by more than 90 percent. At the same time, Microsoft announced plans to spend ZAR 5.4 billion ($300 million) by the end of 2027 on cloud and AI infrastructure in South Africa, building on a prior ZAR 20.4 billion investment. Google, Amazon Web Services, and Oracle already have cloud regions in the country. According to one analysis, the countryโs data-center market was valued at US $2.16 billion in 2024, the largest in Africa. These are not commercially neutral investments. Huaweiโs infrastructure reach has been explicitly linked to Chinese strategic objectives, including a documented track record of providing governments with surveillance infrastructure through its Safe Cities network. U.S. hyperscaler investment comes with its own dependency structure: closed models, pricing set unilaterally, and terms of access that no African government has meaningfully shaped. South Africa is being asked to choose between these dependency models without a policy that specifies what it wants in return. The leverage it has There is a particular irony in South Africaโs position. The country whose mines supply platinum-group metals essential to semiconductor manufacturing, and through them to AI compute, has drafted a policy that treats it as a consumer of AI systems rather than a stakeholder in their governance. South Africa digs up the minerals that make AI possible. It has no say over the AI built from them. The AI triad framework covers algorithms, compute, and data. South Africa has no frontier model development capacity. South Africa holds significant data assets in financial services, health care, and agriculture, with no clear framework for their sovereign management. South Africa possesses PGM (Platinum Group Metals) leverage of global significance on the compute axis, currently being transferred without meaningful condition. It also has exceptionally high solar irradiance and significant renewable-energy potential. A country that can offer both critical mineral inputs and the energy to power the infrastructure those minerals help build occupies a negotiating position of unusual strength. The Draft Policy proposes no minimum terms for hyperscaler investment, no data sovereignty requirements, no technology transfer conditions and no compute visibility mechanism. Multiple provisions are explicitly left unresolved, marked โOPTION,โ including the most consequential choices about how governance will function. Infrastructure decisions made now determine what is renegotiable later, and the answer is: very little. Three futures, one default The three infrastructure futures on offer each create a structurally different form of dependency, and only one creates sovereign capability. The Huawei-hosted DeepSeek integration offers low cost and open-source weights, but with data stored on infrastructure potentially accessible under Chinese legal frameworks, creating surveillance dependency in a pattern already documented across Africa. The second is U.S. closed-model dependency: higher capability, more reliable data protection, but complete API dependency on developers abroad. The third is locally hosted open-weight infrastructure: models governed under South African data-sovereignty rules, on infrastructure subject to minimum terms, developed with South African data. As Nathan Lambert at Interconnects has observed, open-weight models are likely the only realistic way to get sovereign AI off the ground as a real effort, enabling local communities and economies to integrate meaningfully with the technology. But this requires procurement conditions, not goodwill. What binding governance looks like The GovAI โGoverning Through the Cloudโ framework identifies four roles compute providers should accept as conditions of operating at scale: securers (protecting model weights and training data), record keepers (maintaining infrastructure usage logs), verifiers (confirming customer compliance with safety standards) and enforcers (restricting access when violations occur). These are operational requirements, not theoretical categoriesโspecific, enforceable, and well within the bargaining power of a market of South Africaโs size and mineral position. A detailed policy analysis submitted to the Department of Communications and Digital Technologies (DCDT) identifies the specific provisions the final policy must contain: mandatory minimum terms for foreign compute infrastructure investments above ZAR 500 million (~$30 million); a compute reporting threshold; a National AI Safety Institute mandate covering defensive monitoring of AI capability accumulation; and National AI Champion Sector designations to create data assets for domestic model development. Each provision converts a structural advantage into a governance instrument before that advantage is foreclosed by market reality. Just as modern software security increasingly depends on knowing what components are inside a systemโmodel provider, training data, compute environment, evaluation methods, update cadence, human review points, and failure-reporting proceduresโpublic-sector AI governance requires a clear account of the stack before deployment, not after a problem surfaces. A public institution that cannot verify the sources in its own AI policy is unlikely to be ready to verify the AI systems it procures, deploys, or regulates. Why this is the continental test case South Africaโs choices will establish a regional precedent for what is commercially negotiable in AI infrastructure. If South Africa negotiates data-sovereignty guarantees and technology-transfer conditions as requirements for hyperscaler investment, it creates a replicable model. If Microsoftโs $300 million investment and Huaweiโs infrastructure expansion proceed on standard commercial terms, as they are currently, it normalizes extractive AI infrastructure across the continent. The lesson is not specific to Africa. Governments everywhere are producing AI strategies while lacking AI assurance infrastructure. South Africa is an early warning, not an isolated case. The public comment period closed when the policy was withdrawn. But a parallel process remains live: the National Treasuryโs Draft General Public Procurement Regulationsโthe legal instrument that will govern every government AI contractโcloses for comment on June 15. Those regulations contain no AI-specific provisions. South Africa has more AI leverage than any country on the continent. Some argue, with force, that governance requirements risk deterring the infrastructure investment South Africa urgently needs: compute capacity, reliable energy, venture capital, and talent retention. That concern deserves a direct answer. Minimum procurement terms, compute reporting thresholds, and technology transfer conditions are not barriers to investment. They are the conditions under which investment serves the host country rather than extracting from it. Infrastructure built without minimum terms produces dependency. Infrastructure built with them produces leverage. To serve the public interest, its AI policy must use it. When late last month News24 reported AI-hallucinated references in the draft AI policy, Minister of Communications and Digital Technologies Solly Malatsi withdrew the draft policy. That was a mistake that could cost South Africa and the rest of the continent the initiative on this urgent issue. His more recent constitution of an independent panel is a belated step in the right direction, if it can turn South Africaโs leverage into policy. The panelโchaired by Professor Benjamin Rosman of the Wits Machine Intelligence and Neural Discovery Institute, and including Professors Vukosi Marivate and Alison Gillwald of Research ICT Africa and Dr. Jabu Mtsweni of the Council for Scientific and Industrial Researchโhas the technical and governance credibility to produce a stronger document. What it has not yet produced is a timeline. No revised draft has been scheduled. South Africa remains without a formal AI governance framework in the interim.
This article is brought to you by DAIMON Robotics. This April, Hong Kong-based DAIMON Robotics has released Daimon-Infinity, which it describes as the largest omni-modal robotic dataset for physical AI, featuring high resolution tactile sensing and spanning a wide range of tasks from folding laundry at home to manufacturing on factory assembly lines. The project is supported by collaborative efforts of partners across China and the globe, including Google DeepMind, Northwestern University, and the National University of Singapore. The move signals a key strategic initiative for DAIMON, a two-and-a-half-year-old company known for its advanced tactile sensor hardware, most notably a monochromatic, vision-based tactile sensor that packs over 110,000 effective sensing units into a fingertip-sized module. Drawing on its high-resolution tactile sensing technology and a distributed out-of-lab collection network capable of generating millions of hours of data annually, DAIMON is building large-scale robot manipulation datasets that include vast amounts of tactile sensing data. To accelerate the real-world deployment of embodied AI, the company has also open-sourced 10,000 hours of its data. Prof. Michael Yu Wang, co-founder and chief scientist at DAIMON Robotics, has pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision.DAIMON Robotics Behind the strategy is Prof. Michael Yu Wang, DAIMONโs co-founder and chief scientist. Prof. Wang earned his PhD at Carnegie Mellon โ studying manipulation under Matt Mason โ and went on to found the Robotics Institute at the Hong Kong University of Science and Technology. An IEEE Fellow and former Editor-in-Chief of IEEE Transactions on Automation Science and Engineering, he has spent roughly four decades in the field. His objective is to address the missing โinsensitivityโ of robot manipulation, which practically relies on the dominant Vision-Language-Action (VLA) model. He and his team have pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision. We spoke with Prof. Wang about how tactile feedback aims to change dexterous manipulation, how the dataset initiative is foreseen to improve our understanding of robotic hands in natural environments, and where โ from hotels to convenience stores in China โ he sees touch-enabled robots making their first real-world inroads. Daimon-Infinity is the worldโs largest omni-modal dataset for Physical AI, featuring million-hour scale multimodal data, ultra-high-res tactile feedback, data from 80+ real scenarios and 2,000+ human skills, and more.DAIMON Robotics The Dataset Initiative This month, DAIMON Robotics released the largest and most comprehensive robotic manipulation dataset with multiple leading academic institutions and enterprises. Why releasing the dataset now, rather than continuing to focus on product development? What impact will this have on the embodied intelligence industry? DAIMON Robotics has been around for almost two and a half years. We have been committed to developing high-resolution, multimodal tactile sensing devices to perceive the interaction between a robotโs hand (particularly its fingertips) and objects. Our devices have become quite robust. They are now accepted and used by a large segment of users, including academic and research institutes as well as leading humanoid robotics companies. As embodied AI continues to advance, the critical role of data has been clearer. Data scarcity remains a primary bottleneck in robot learning, particularly the lack of physical interaction data, which is essential for robots to operate effectively in the real world. Consequently, data quality, reliability, and cost have become major concerns in both research and commercial development. This is exactly where DAIMON excels. Our vision-based tactile technology captures high-quality, multimodal tactile data. Beyond basic contact forces, it records deformation, slip and friction, material properties and surface textures โ enabling a comprehensive reconstruction of physical interactions. Building on our expertise in multimodal fusion, we have developed a robust data processing pipeline that seamlessly integrates tactile feedback with vision, motion trajectories, and natural language, transforming raw inputs into training-ready dataset for machine learning models. Recognizing the industry-wide data gap, we view large-scale data collection not only as our unique competitive advantage, but as a responsibility to the broader community. By building and open-sourcing the dataset, we aim to provide the high-quality โfuelโ needed to power embodied AI, ultimately accelerating the real-world deployment of general-purpose robotic foundation models. The robotics industry is highly competitive, and many teams have chosen to focus on data. DAIMON is releasing a large and highly comprehensive cross-embodiment, vision-based tactile multimodal robotic manipulation dataset. How were you able to achieve this? We have a dedicated in-house team focused on expanding our capabilities, including building hardware devices and developing our own large-scale model. Although we are a relatively small company, our core tactile sensing technology and innovative data collection paradigm enable us to build large-scale dataset. Our approach is to broaden our offering. We have built the worldโs largest distributed out-of-lab data collection network. Rather than relying on centralized data factories, this lightweight and scalable system allows data to be gathered across diverse real-world environments, enabling us to generate millions of hours of data per year. โTo drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community.โ โProf. Michael Yu Wang, DAIMON Robotics This dataset is being jointly developed with several institutions worldwide. What roles did they play in its development, and how will the dataset benefit their research and products? Besides China based teams, our partners include leading research groups from universities, such as Northwestern University and the National University of Singapore, as well as top global enterprises like Google DeepMind and China Mobile. Their decision to partner with DAIMON is a strong testament to the value of our tactile-rich dataset. Among the companies involved there are some that have already built their own models but are now incorporating tactile information. By deploying our data collection devices across research, manufacturing and other real-world scenarios, they help us to gather highly practical, application-driven data. In turn, our partners leverage the data to train models tailored to their specific use cases. Furthermore, to drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community. Equipped with Daimonโs visuotactile sensor, the gripper delicately senses contact and precisely controls force to pick up a fragile eggshell.Daimon Robotics From VLA to VTLA: Why Tactile Sensing Changes the Equation The mainstream paradigm in robotics is currently the Vision-Language-Action (VLA) model, but your team has proposed a Vision-Tactile-Language-Action (VTLA) model. Why is it necessary to incorporate tactile sensing? What does it enable robots to achieve, and which tasks are likely to fail without tactile feedback? Over these years of working to make generalist robots capable of performing manipulation tasks, especially dexterous manipulation โ not just power grasping or holding an object, but manipulating objects and using tools to impart forces and motion onto parts โ we see these robots being used in household as well as industrial assembly settings. It is well established that tactile information is essential for providing feedback about contact states so that robots can guide their hands and fingers to perform reliable manipulation. Without tactile sensing, robots are severely limited. They struggle to locate objects in dark environments, and without slip detection, they can easily drop fragile items like glass. Furthermore, the inability to precisely control force often leads to failed manipulation tasks or, in severe cases, physical damage. Naturally, the VLA approach needs to be enhanced to incorporate tactile information. We expanded the VLA framework to incorporate tactile data, creating the VTLA model. An additional benefit of our tactile sensor is that it is vision-based: We capture visual images of the deformation on the fingertip surface. We capture multiple images in a time sequence that encodes contact information, from which we can infer forces and other contact states. This aligns well with the visual framework that VLA is based upon. Having tactile information in a visual image format makes it naturally suitable for integration into the VLA framework, transforming it into a VTLA system. That is the key advantage: Vision-based tactile sensors provide very high resolution at the pixel level, and this data can be incorporated into the framework, whether it is an end-to-end model or another type of architecture. DAIMON has been known for its vision-based tactile sensors that can pack over 110,000 effective sensing units.DAIMON Robotics The Technology: Monochromatic Vision-based Tactile Sensing You and your team have spent many years deeply engaged in vision-based tactile sensing and have developed the worldโs first monochromatic vision-based tactile sensing technology. Why did you choose this technical path? Once we started investigating tactile sensors, we understood our needs. We wanted sensors that closely mimic what we have under our fingertip skin. Physiological studies have well documented the capabilities humans have at their fingertips โ knowing what we touch, what kind of material it is, how forces are distributed, and whether it is moving into the right position as our brain controls our hands. We knew that replicating these capabilities on a robot handโs fingertips would help considerably. When we surveyed existing technologies, we found many types, including vision-based tactile sensors with tri-color optics and other simpler designs. We decided to integrate the best of these into an engineering-robust solution that works well without being overly complicated, keeping cost, reliability, and sensitivity within a satisfactory range, thus ultimately developing a monochromatic vision-based tactile sensing technique. This is fundamentally an engineering approach rather than a purely scientific one, since a great deal of foundational research already existed. With the growing realization of the necessity of tactile data, all of this will advance hand in hand. DAIMON vision-based tactile sensor captures high-quality, multimodal tactile data.DAIMON Robotics Last year, DAIMON launched a multi-dimensional, high-resolution, high-frequency vision-based tactile sensor. Compared with traditional tactile sensors, where does its core advantage lie? Which industries could it potentially transform? The key features of our sensors are the density of distributed force measurement and the deformation we can capture over the area of a fingertip. I believe we have the highest density in terms of sensing units. That is one very important metric. The other is dynamics: the frequency and bandwidth โ how quickly we can detect force changes, transmit signals, and process them in real time. Other important aspects are largely engineering-related, such as reliability, drift, durability of the soft surface, and resistance to interference from magnetic, optical, or environmental factors. A growing number of researchers and companies are recognizing the importance of tactile sensing and adopting our technology. I believe the advances in tactile sensing will elevate the entire community and industry to a higher level. One of our potential customers is deploying humanoid robots in a small convenience store, with densely packed shelves where shelf space is at a premium. The robot needs to reach into very tight spaces โ tighter than books on a shelf โ to pick out an object. Current two-jaw parallel grippers cannot fit into most of these spaces. Observing how humans pick up objects, you clearly need at least three slim fingers to touch and roll the object toward you and secure it. Thus, we are starting to see very specific needs where tactile sensing capabilities are essential. From Academia to Startup After 40 years in academia โ founding the HKUST Robotics Institute, earning prestigious honors including IEEE Fellow, and serving as Editor-in-Chief of IEEE TASE โ what motivated you to found DAIMON Robotics? I have come a long way. I started learning robotics during my PhD at Carnegie Mellon, where there were truly remarkable groups working on locomotion under Marc Raibert, who founded Boston Dynamics, and on manipulation under my advisor, Matt Mason, a leader in the field. We have been working on dexterous manipulation, not only at Carnegie Mellon, but globally for many years. However, progress has been limited for a long time, especially in building dexterous hands and making them work. Only recently have locomotion robots truly taken off, and only in the last few years have we begun to see major advancements in robot hands. There is clearly room for advancing manipulation capabilities, which would enable robots to do work like humans. While at Hong Kong University of Science and Technology, I saw increasingly greater people entering this area in the form of students and postdoctoral researchers. We wanted to jumpstart our effort by leveraging the available capital and talent resources. Fortunately, one of my postdocs, Dr. Duan Jianghua, has a strong sense for commercial opportunities. Recognizing the rapid growth of robotics market and the unique value that our vision-based tactile sensing technology could bring, together we started DAIMON Robotics, and it has progressed well. The community has grown tremendously in China, Japan, Korea, the U.S., and Europe. Robots equipped with DAIMON technology have been deployed in factory settings. The company aims to enable robots to achieve โembodied intelligenceโ and close the gap between what they can see and what they can feel.DAIMON Robotics Business Model and Commercial Strategy What is DAIMONโs current business model and strategic focus? What role does the dataset release play in your commercial strategy? We started as a device company focused on making highly capable tactile sensors, especially for robot hands. But as technology and business developed, everyone realized it is not just about one component, rather the entire technology chain: devices, data of adequate quality and quantity, and finally the right framework to build, train, and deploy models on robots in real application environments. Our business strategy is best described as โ3Dโ: Devices, Data, and Deployment. We build devices for data collection, our own ecosystem, and for deploying them in our partnersโ potential application domains. This enables the collection of real-world tactile-rich data and complete closed-loop validation. This will become an integral part of the 3D business model. Most startups in this space are following a similar path until eventually some may become more specialized or more tightly integrated with other companies. For now, it is mostly vertical integration. Embodied Skills and the Convergence Moment Youโve introduced the concept of โembodied skillsโ as essential for humanoid robots to move beyond having just an advanced AI โbrain.โ What prompted this insight? What new capabilities could embodied skills enable? After the rapid evolution of models and hardware over the past two years, has your definition or roadmap for embodied skills evolved? We have come a long way now see a convergence point where electrical, electronic, and mechatronic hardware technologies have advanced tremendously in last two decades. Robots are now fully electric, do not require hydraulics, because hardware has evolved rapidly. Modern electronics provide tremendous bandwidth with high torques. If we can build intelligence into these systems, we can create truly humanoid robots with the ability to operate in unstructured environments, make decisions, and take actions autonomously. โOur vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans.โ โProf. Michael Yu Wang, DAIMON Robotics AI has arrived at exactly the right time. Enormous resources have been invested in AI development, especially large language models, which are now being generalized into world models that enable physical AI capabilities. We would like to see these manifested in real-world systems. While both AI and core hardware technologies continue to evolve, the focus is much clearer now. For example, human-sized robots are preferred in a home environment. This is an exciting domain with a promise of great societal benefit if we can eventually achieve safe, reliable, and cost-effective robots. The Road to Real-World Deployment Today, many robots can deliver impressive demos, yet there remains a gap before they truly enter real-world applications. What could be a potential trigger for real-world deployment? Which scenarios are most likely to achieve large-scale deployment first? I think the road toward large-scale deployment of generalist robots is still long, but we are starting to see signs of feasibility within specific domains. It is very similar to autonomous vehicles, where we are yet to see full deployment of robo-taxis, while we have already started to find mobile robots and smaller vehicles widely deployed in the hospitality industry. Virtually every major hotel in China now has a delivery robot โ no arms, just a vehicle that picks up items from the hotel lobby (e.g., food deliveries). The delivery person just loads the food and selects the room number. It is up to the robot thereafter to navigate and reach the guestโs room, which includes using the elevator, to deliver the food. This is already nearly 100 percent deployed in major Chinese hotels. Hotel and restaurant robots are viewed as a model for deploying humanoid robots in specific domains like overnight drugstores and convenience stores. I expect complete deployment in such settings within a short timeframe, followed by other applications. Overall, we can expect autonomous robots, including humanoids, to progressively penetrate specific sectors, delivering value in each and expanding into others. Ultimately, our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans. By seamlessly integrating into our homes and daily lives, they will genuinely benefit and serve humanity. This interview has been edited for length and clarity.
Andrew Ng has serious street cred in artificial intelligence. He pioneered the use of graphics processing units (GPUs) to train deep learning models in the late 2000s with his students at Stanford University, cofounded Google Brain in 2011, and then served for three years as chief scientist for Baidu, where he helped build the Chinese tech giantโs AI group. So when he says he has identified the next big shift in artificial intelligence, people listen. And thatโs what he told IEEE Spectrum in an exclusive Q&A. Ngโs current efforts are focused on his company Landing AI, which built a platform called LandingLens to help manufacturers improve visual inspection with computer vision. He has also become something of an evangelist for what he calls the data-centric AI movement, which he says can yield โsmall dataโ solutions to big issues in AI, including model efficiency, accuracy, and bias. Andrew Ng on... Whatโs next for really big models The career advice he didnโt listen to Defining the data-centric AI movement Synthetic data Why Landing AI asks its customers to do the work The great advances in deep learning over the past decade or so have been powered by ever-bigger models crunching ever-bigger amounts of data. Some people argue that thatโs an unsustainable trajectory. Do you agree that it canโt go on that way? Andrew Ng: This is a big question. Weโve seen foundation models in NLP [natural language processing]. Iโm excited about NLP models getting even bigger, and also about the potential of building foundation models in computer vision. I think thereโs lots of signal to still be exploited in video: We have not been able to build foundation models yet for video because of compute bandwidth and the cost of processing video, as opposed to tokenized text. So I think that this engine of scaling up deep learning algorithms, which has been running for something like 15 years now, still has steam in it. Having said that, it only applies to certain problems, and thereโs a set of other problems that need small data solutions. When you say you want a foundation model for computer vision, what do you mean by that? Ng: This is a term coined by Percy Liang and some of my friends at Stanford to refer to very large models, trained on very large data sets, that can be tuned for specific applications. For example, GPT-3 is an example of a foundation model [for NLP]. Foundation models offer a lot of promise as a new paradigm in developing machine learning applications, but also challenges in terms of making sure that theyโre reasonably fair and free from bias, especially if many of us will be building on top of them. What needs to happen for someone to build a foundation model for video? Ng: I think there is a scalability problem. The compute power needed to process the large volume of images for video is significant, and I think thatโs why foundation models have arisen first in NLP. Many researchers are working on this, and I think weโre seeing early signs of such models being developed in computer vision. But Iโm confident that if a semiconductor maker gave us 10 times more processor power, we could easily find 10 times more video to build such models for vision. Having said that, a lot of whatโs happened over the past decade is that deep learning has happened in consumer-facing companies that have large user bases, sometimes billions of users, and therefore very large data sets. While that paradigm of machine learning has driven a lot of economic value in consumer software, I find that that recipe of scale doesnโt work for other industries. Back to top Itโs funny to hear you say that, because your early work was at a consumer-facing company with millions of users. Ng: Over a decade ago, when I proposed starting the Google Brain project to use Googleโs compute infrastructure to build very large neural networks, it was a controversial step. One very senior person pulled me aside and warned me that starting Google Brain would be bad for my career. I think he felt that the action couldnโt just be in scaling up, and that I should instead focus on architecture innovation. โIn many industries where giant data sets simply donโt exist, I think the focus has to shift from big data to good data. Having 50 thoughtfully engineered examples can be sufficient to explain to the neural network what you want it to learn.โ โAndrew Ng, CEO & Founder, Landing AI I remember when my students and I published the first NeurIPS workshop paper advocating using CUDA, a platform for processing on GPUs, for deep learningโa different senior person in AI sat me down and said, โCUDA is really complicated to program. As a programming paradigm, this seems like too much work.โ I did manage to convince him; the other person I did not convince. I expect theyโre both convinced now. Ng: I think so, yes. Over the past year as Iโve been speaking to people about the data-centric AI movement, Iโve been getting flashbacks to when I was speaking to people about deep learning and scalability 10 or 15 years ago. In the past year, Iโve been getting the same mix of โthereโs nothing new hereโ and โthis seems like the wrong direction.โ Back to top How do you define data-centric AI, and why do you consider it a movement? Ng: Data-centric AI is the discipline of systematically engineering the data needed to successfully build an AI system. For an AI system, you have to implement some algorithm, say a neural network, in code and then train it on your data set. The dominant paradigm over the last decade was to download the data set while you focus on improving the code. Thanks to that paradigm, over the last decade deep learning networks have improved significantly, to the point where for a lot of applications the codeโthe neural network architectureโis basically a solved problem. So for many practical applications, itโs now more productive to hold the neural network architecture fixed, and instead find ways to improve the data. When I started speaking about this, there were many practitioners who, completely appropriately, raised their hands and said, โYes, weโve been doing this for 20 years.โ This is the time to take the things that some individuals have been doing intuitively and make it a systematic engineering discipline. The data-centric AI movement is much bigger than one company or group of researchers. My collaborators and I organized a data-centric AI workshop at NeurIPS, and I was really delighted at the number of authors and presenters that showed up. You often talk about companies or institutions that have only a small amount of data to work with. How can data-centric AI help them? Ng: You hear a lot about vision systems built with millions of imagesโI once built a face recognition system using 350 million images. Architectures built for hundreds of millions of images donโt work with only 50 images. But it turns out, if you have 50 really good examples, you can build something valuable, like a defect-inspection system. In many industries where giant data sets simply donโt exist, I think the focus has to shift from big data to good data. Having 50 thoughtfully engineered examples can be sufficient to explain to the neural network what you want it to learn. When you talk about training a model with just 50 images, does that really mean youโre taking an existing model that was trained on a very large data set and fine-tuning it? Or do you mean a brand new model thatโs designed to learn only from that small data set? Ng: Let me describe what Landing AI does. When doing visual inspection for manufacturers, we often use our own flavor of RetinaNet. It is a pretrained model. Having said that, the pretraining is a small piece of the puzzle. Whatโs a bigger piece of the puzzle is providing tools that enable the manufacturer to pick the right set of images [to use for fine-tuning] and label them in a consistent way. Thereโs a very practical problem weโve seen spanning vision, NLP, and speech, where even human annotators donโt agree on the appropriate label. For big data applications, the common response has been: If the data is noisy, letโs just get a lot of data and the algorithm will average over it. But if you can develop tools that flag where the dataโs inconsistent and give you a very targeted way to improve the consistency of the data, that turns out to be a more efficient way to get a high-performing system. โCollecting more data often helps, but if you try to collect more data for everything, that can be a very expensive activity.โ โAndrew Ng For example, if you have 10,000 images where 30 images are of one class, and those 30 images are labeled inconsistently, one of the things we do is build tools to draw your attention to the subset of data thatโs inconsistent. So you can very quickly relabel those images to be more consistent, and this leads to improvement in performance. Could this focus on high-quality data help with bias in data sets? If youโre able to curate the data more before training? Ng: Very much so. Many researchers have pointed out that biased data is one factor among many leading to biased systems. There have been many thoughtful efforts to engineer the data. At the NeurIPS workshop, Olga Russakovsky gave a really nice talk on this. At the main NeurIPS conference, I also really enjoyed Mary Grayโs presentation, which touched on how data-centric AI is one piece of the solution, but not the entire solution. New tools like Datasheets for Datasets also seem like an important piece of the puzzle. One of the powerful tools that data-centric AI gives us is the ability to engineer a subset of the data. Imagine training a machine-learning system and finding that its performance is okay for most of the data set, but its performance is biased for just a subset of the data. If you try to change the whole neural network architecture to improve the performance on just that subset, itโs quite difficult. But if you can engineer a subset of the data you can address the problem in a much more targeted way. When you talk about engineering the data, what do you mean exactly? Ng: In AI, data cleaning is important, but the way the data has been cleaned has often been in very manual ways. In computer vision, someone may visualize images through a Jupyter notebook and maybe spot the problem, and maybe fix it. But Iโm excited about tools that allow you to have a very large data set, tools that draw your attention quickly and efficiently to the subset of data where, say, the labels are noisy. Or to quickly bring your attention to the one class among 100 classes where it would benefit you to collect more data. Collecting more data often helps, but if you try to collect more data for everything, that can be a very expensive activity. For example, I once figured out that a speech-recognition system was performing poorly when there was car noise in the background. Knowing that allowed me to collect more data with car noise in the background, rather than trying to collect more data for everything, which would have been expensive and slow. Back to top What about using synthetic data, is that often a good solution? Ng: I think synthetic data is an important tool in the tool chest of data-centric AI. At the NeurIPS workshop, Anima Anandkumar gave a great talk that touched on synthetic data. I think there are important uses of synthetic data that go beyond just being a preprocessing step for increasing the data set for a learning algorithm. Iโd love to see more tools to let developers use synthetic data generation as part of the closed loop of iterative machine learning development. Do you mean that synthetic data would allow you to try the model on more data sets? Ng: Not really. Hereโs an example. Letโs say youโre trying to detect defects in a smartphone casing. There are many different types of defects on smartphones. It could be a scratch, a dent, pit marks, discoloration of the material, other types of blemishes. If you train the model and then find through error analysis that itโs doing well overall but itโs performing poorly on pit marks, then synthetic data generation allows you to address the problem in a more targeted way. You could generate more data just for the pit-mark category. โIn the consumer software Internet, we could train a handful of machine-learning models to serve a billion users. In manufacturing, you might have 10,000 manufacturers building 10,000 custom AI models.โ โAndrew Ng Synthetic data generation is a very powerful tool, but there are many simpler tools that I will often try first. Such as data augmentation, improving labeling consistency, or just asking a factory to collect more data. Back to top To make these issues more concrete, can you walk me through an example? When a company approaches Landing AI and says it has a problem with visual inspection, how do you onboard them and work toward deployment? Ng: When a customer approaches us we usually have a conversation about their inspection problem and look at a few images to verify that the problem is feasible with computer vision. Assuming it is, we ask them to upload the data to the LandingLens platform. We often advise them on the methodology of data-centric AI and help them label the data. One of the foci of Landing AI is to empower manufacturing companies to do the machine learning work themselves. A lot of our work is making sure the software is fast and easy to use. Through the iterative process of machine learning development, we advise customers on things like how to train models on the platform, when and how to improve the labeling of data so the performance of the model improves. Our training and software supports them all the way through deploying the trained model to an edge device in the factory. How do you deal with changing needs? If products change or lighting conditions change in the factory, can the model keep up? Ng: It varies by manufacturer. There is data drift in many contexts. But there are some manufacturers that have been running the same manufacturing line for 20 years now with few changes, so they donโt expect changes in the next five years. Those stable environments make things easier. For other manufacturers, we provide tools to flag when thereโs a significant data-drift issue. I find it really important to empower manufacturing customers to correct data, retrain, and update the model. Because if something changes and itโs 3 a.m. in the United States, I want them to be able to adapt their learning algorithm right away to maintain operations. In the consumer software Internet, we could train a handful of machine-learning models to serve a billion users. In manufacturing, you might have 10,000 manufacturers building 10,000 custom AI models. The challenge is, how do you do that without Landing AI having to hire 10,000 machine learning specialists? So youโre saying that to make it scale, you have to empower customers to do a lot of the training and other work. Ng: Yes, exactly! This is an industry-wide problem in AI, not just in manufacturing. Look at health care. Every hospital has its own slightly different format for electronic health records. How can every hospital train its own custom AI model? Expecting every hospitalโs IT personnel to invent new neural-network architectures is unrealistic. The only way out of this dilemma is to build tools that empower the customers to build their own models by giving them tools to engineer the data and express their domain knowledge. Thatโs what Landing AI is executing in computer vision, and the field of AI needs other teams to execute this in other domains. Is there anything else you think itโs important for people to understand about the work youโre doing or the data-centric AI movement? Ng: In the last decade, the biggest shift in AI was a shift to deep learning. I think itโs quite possible that in this decade the biggest shift will be to data-centric AI. With the maturity of todayโs neural network architectures, I think for a lot of the practical applications the bottleneck will be whether we can efficiently get the data we need to develop systems that work well. The data-centric AI movement has tremendous energy and momentum across the whole community. I hope more researchers and developers will jump in and work on it. Back to top This article appears in the April 2022 print issue as โAndrew Ng, AI Minimalist.โ