5/26/2018 An Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

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An Engineer’s Guide to the Artificial

Intelligence Galaxy
July 22, 2017 4:00pm by Guest Author (http://ritholtz.com/author/guest-author/)

An Engineer’s Guide to the Artificial Intelligence Galaxy

Commencement Speech, Engineering School of Columbia University. May 15,
2017
Kai-Fu Lee
Commencement Speech, Engineering School of Columbia University
May 15, 2017 Class Day
By Dr. Kai-Fu Lee
Founder & CEO, Sinovation Ventures
President, Sinovation Ventures Artificial Intelligence Institute

Thank you, Class of 2017. Thank you so much for inviting me to speak at this
wonderful commencement ceremony. It’s an honor to be back at Columbia to
address this distinguished group of graduates, parents, siblings and special
guests. We’ve all gathered to share in the joy of this day.

First, I want to say to you graduates: I am so proud of all of you. You did it! Your
families are proud of you. You have earned this day.
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 I remember sitting whereAnyou
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are 34 years ago, feeling that these were the best
Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

years of my life. I found the profession of my life: artificial intelligence. I found

the hobby of my life — bridge; I played 30 hours a week, but to this date
Columbia still wouldn’t give me a degree in it. And I had my first date while at
Columbia, and she became the love of my life. And finally, on commencement
day, I got to sit and listen to Isaac Asimov, the famous science fiction writer. I’m
sorry that you only get me.

Anyway, I had the best years of my life. This is where you expect me, or any
commencement speaker to say, “These are the best years of your lives.” But I
am not going to say that.

I know that these are far from the best years of your lives. I know that your
best days are yet to come. To be specific, my hope for you is that the next 10
years will be the best years in your lives.

Why 10 years? 10 years seem so far away. But really it is not. Checking in with
May 2007 seems like a good way to visualize what 10 years can do in our world.

It is interesting to remember that in 2007, Steve Jobs introduced the iPhone.

Back then, I was still using my Blackberry, and my wife was still using her
Nokia.

And in 2007, a young senator Barack Obama, decided to run for President. And
back in 2007, Donald Trump was still saying, “You are fired” rather than “Make
America Great Again.”

So 10 years can do a lot, but the next 10 will do much much more than the last
10. Why? Because, the next decade will be the Age of Artificial Intelligence, or
AI.

As students, you’ve probably seen AI course enrollment go from 80 to 800. And

that certainly is one leading indicator.

I was introduced to AI at Columbia in 1980. As someone who has worked for 37

years on research, development, and investment in AI, I can speak with some
authority that – AI will be a revolution on the scale of the Industrial Revolution,
probably larger, and definitely faster.

But this is not a hand-wavy futurist AI talk. This is an engineer-to-engineer talk.

We know that AI works. We know that AI gets better with more data and more
use. We know how to extrapolate it to measure its impact in ten years.

Let’s first see what AI can do today.

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 Today, an AI image processing
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company that I invested in can make people’s
An Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

selfies more beautiful, so much so that every Chinese movie star I know doesn’t
allow her photo to be published without it. Its user base? 1.3 billion.

Today, an AI loan company that I invested in China can approve a loan in

seconds, with a default rate much lower than a human loan officer who would
takes days. This company is less than two years old, but will underwrite almost
30 million loans this year, more than almost any bank.

Today, an AI facial recognition company that I invested in can recognize any

face from 3 million faces, with super-human accuracy. If installed in all the
airports around the world, it would essentially prevent known terrorists or
wanted criminals from entering any airplane.

These three AI companies are worth a total of about $10 billion. But that’s loose
change compared to what can be built in the next 10 years.

In the next 10 years, all financial companies will be turned upside-down, with
AI replacing traders, bankers, accountants, research analysts, and insurance
companies. Last year, my AI investment algorithm returned 8 times more than
my private banker. That reminds me – when I go home I am going to fire my
private banker.

In the next 10 years, AI will replace most factory workers, assistants, advisors,
and middlemen. But AI is not limited to simple jobs. AI will also replace many
reporters, doctors, and teachers. Your AI assistant will know better than you
what you would like to eat tonight, where you should go on vacation, and
whom you should date.

But it doesn’t stop there. In 10 years, mechanical AI will become reliable. AI will
be safer at driving cars than people, sweeping changes, as it were, brought by
the lowly Roomba…. will grow up and cook, wash, clean and handle all the
household drudgery for us.

In 10 years, because AI will make so much money for humanity, we will enter
the Age of Plenty, making strides to eradicate poverty and hunger, and giving
all of us more spare time and freedom to do what we love.

In 10 years, because AI will replace half of human jobs, we will enter the Age of
Confusion, and many people will become depressed as they lose the jobs and
the corresponding self-actualization. And many of you will become parents
concerned with how to improve education in order to prevent your children
from being replaced by AI.

These predictions are not based on some hand-wavy comparison of the number
of neurons possessed by humans and AI simulators. Rather, they are based on
an engineer’s extrapolation based on known algorithms, and the real
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 marketplace and workforce.
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In my company, we have raised over $1 billion to invest in these developments.

Softbank has launched a $100 billion Vision Fund. The tech giants of the past 50
years – IBM, Microsoft, Google, Facebook, have all declared themselves to be AI
companies. So even if you doubt me, you probably should not doubt all of them.

So, for leading edge, super smart engineers like yourselves, 2027 should be the
best of times in your lives. Unless you miss the AI revolution, in which case it
may turn into the worst times in your lives.

Now let me give you three pieces of advice – how not to miss the Age of AI, so
that you can have the time of your life.

My first is: Embrace AI, and align your career by betting on its inevitability.

Like all big change, AI requires you to have an open mind. It’s OK to be fearful
of change.

As Mark Twain explained, “Courage is resistance to fear, mastery of fear. Not

absence of fear.”

Your hard work has prepared you to confront, or simply accept, or warmly
embrace – change that will push you in new directions.

Given what lies ahead, you must warmly embrace AI. While the first AI tools in
your industry may appear fragile, be assured they will get better with data.

The three software companies I mentioned earlier, when they were first
launched: often made people uglier, lost millions in bad loans, and thought I
was some talk show celebrity. But given time and much more data, their self-
learning made them dramatically better than people. Not only are they better,
they don’t get tired nor emotional. They don’t go on strike, and they are
infinitely scalable.

With hardware, software, and networking costs coming down, all they cost is
electricity.

So whatever domain you choose, be the first to use AI tools. If you’re a software
engineer, use AI tools to check and optimize your code, to find re-usable code,
or even to write new code. Use AI tools to hire and build your team. If you start
your own company, use AI tools to manage your books and maximize your
profits. Use AI tools to replace your customer support and your salespeople. Use
robots to produce your goods and autonomous vehicles to deliver them.

The symbiotic combination of humans and AI is all about 1+1=3. For example,
when a doctor can correctly diagnose cancer, and save 70 lives out of 100, and
an early AI tool can save 60 lives out of 100 — together perhaps they can save
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 80 lives. And when the AIAntool
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improves to saving 80 lives, perhaps together
Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

they can save 90. So do not passively accept AI, but embrace AI, seek out AI, and
find every which way that AI can help you. Learn AI, and find clever ways to
build that symbiotic relationship earlier. Just like the reporter who first found
word processing, the accountant who first used a spreadsheet, the first
photographer who applied Photoshop, you will have an edge. In addition, AI
will evolve faster and more broadly than these tools, and your edge will grow
and become sustainable.

My second piece of advice is: Uphold your responsibility as an engineer.

We all know that for centuries physicians took the Hippocratic Oath, as a
responsibility to treat human life as sacred. In the age of AI, I think engineers’
responsibilities are equally sacred, or even greater.

Why? Because as top engineering graduates from a top school, during the Age
of AI, you are the ones with the power. But please remember what the world’s
greatest philosopher, Spiderman, said: “with great power comes great
responsibility.”

In the Age of AI, autonomous and semi-autonomous algorithms will invest

money, take care of children, drive cars, and conduct surgery. You will be the
ones who build these products, which will impact people’s possessions, health,
and even lives.

As engineers, we cannot abandon our conscience and sense of responsibility.

We need to be thorough, diligent, and ethical, not just in the architecture and
coding, but also in the design, in the testing, in running the machine learning
training, and in downloading the updated parameters.

The first airbags saved many lives, but they also accidentally killed some
children, due to the lack of adequate design and instructions that adequately
considered children’s smaller size.

So your first responsibilities are to your users, to making your product safe,
thoughtful, and usable. And more than “product safety.” You also have a
responsibility to foresee and prevent the potential risks of technology to users
from getting out of hand. So please speak up strongly against “autonomous
weapons” or “bartering or sales of privacy data.”

Your second responsibility is to yourself. In the Age of AI, you are not just
competing with other people, but also with AI. You have a responsibility to
work on the hard problems, and avoid wasting your time doing what machines
will be able to do. Don’t waste your talent repeating what you learned at school.
Don’t accept a job that doesn’t challenge you. Take risks and learn vigorously

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 and rigorously so that youAncan
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become the best in something specific and
Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

useful, whatever your field. Be creative and inventive. AI is great at optimizing,

but AI cannot invent something new.

Your final responsibility is to make the world a better place with your choices
as an engineer. Choose jobs that save lives, not destroy them. Choose jobs that
empower people, not demoralize them. Work for organizations with more
compassion than greed, and for people who care more about world peace than
world domination.

And my last advice: Be in touch with your heart.

After all that serious tech talk, what I am going to talk about next may seem a
little bit out-of place. But it comes from my heart.

Four years ago, I was diagnosed with 4th stage lymphoma. I faced the real
possibility that my remaining time here was measured in months.

During that time of ultimate uncertainty, I thought a lot about my life. I came to
realize that my accomplishments, and even the arrival of AI after waiting 30
years meant nothing to me.

I came to realize that by chasing these technologies, products, investments, and

my career, my priorities were out-of-order. I neglected my family. My father
had passed away. My mother barely remembered me. My kids had grown up.

One of the books I read during my illness was Bronnie Ware’s book about the
regrets of people on their deathbeds. She found that no one wished they’d
worked harder or spent more time at the office or accumulated more
possessions. People’s top wish was that they had spent more time, sharing their
love of their loved ones.

Fortunately, I am now in remission so I am here with you today. I am spending

much more time with my family. I moved closer to my mother. I travel with my
wife, whether on business or for pleasure. When my kids come home, I would
take not two or three days off from work, but two or three weeks.

I also spent more time meaningfully connecting with more people. I spent
weekends traveling with my best friends. I took my company on a one-week
vacation to Silicon Valley — their Mecca. I met with young people who sent me
questions on Facebook. I reached out to people I offended years ago and asked
for their forgiveness and friendship. I wrote a book and shot a documentary to
share what I had learned from my near-death experience.

My near-death experience not only changed my life and my values, it gave me

an enlightened view about what AI should mean for humanity. Elon Musk and
Stephen Hawking have given us their view, a view where machines supersede
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 humans completely, and we
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are to control them or become them.
An Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

With my near-death experience, I would like to offer an alternate ending to

their prediction of the AI future. Surely AI has, or will beat us on many
analytical tasks with definitive decisions and outcomes. But these tasks are not
what make us human. What makes us human is that we are able to love.

The moment when we see our new-born babies; the feeling of love-at-first-sight;
the warm feeling from friends who listen to us empathetically; the feeling of
self-actualization when we help someone in need. Or if you want empirical
proof, the fact that the placebo effect works. These all demonstrate that we are
far from understanding the human “heart”, let alone replicating it. But we do
know that humans uniquely are able to love and be loved. Humans want to
love and be loved. That loving and being loved are what makes our lives
worthwhile.

With this belief, we now know what we must do. At a minimum, recognize and
be thankful that we are loved. If we can do better, return the love, and maybe a
little bit more. Finally, the highest level of love: Pay it forward. Give love
unconditionally.

Coming back to our AI theme, love differentiates us from AI. Despite what
science fiction movies may portray, I can tell you responsibly that AI programs
cannot love. They don’t even have feelings or self-consciousness. AlphaGo may
beat the world champion, but it has no fun playing the game, feels no happiness
from winning, has no desire to hug a loved one after it wins.

And in the future, even if an AI diagnostic tool is 10 times more accurate than
doctors, patients will not want a cold pronouncement from the tool: “you have
4th stage lymphoma and a 70% likelihood of dying within 5 years.” Patients will
want a “doctor of love” who listens to our complaints, gives us encouragement,
like “Kai-Fu had the same lymphoma, and he survived, so you can too”, and
perhaps visits us at home, and is always available to talk to us. This kind of
“doctor of love” will not only make us feel better, and have greater confidence,
but a placebo effect will kick in and increase our likelihood of recuperation.

This will solve the AI employment problem we mentioned earlier. The number
of “doctors of love” will outnumber today’s doctors. The displaced workers can
take up careers spreading love and experiences – whether a passionate tour
guide, an attentive concierge, a funny bartender, an infectious sushi chef. With
the new “experts of love” titles many new kind of service jobs will be created.
And they don’t have to be “jobs”, they can be volunteers, at an orphanage or a
retirement home. This will give people jobs that AI cannot take away. They will
do the job with pride and a strong sense of self-actualization. Most importantly,
this will fill our planet with love and joy.

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 We’ve built many task-oriented
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AI that is much better than our brains. That
An Engineer’s Guide to the Artificial Intelligence Galaxy - The Big Picture

was my dream 37 years ago. As a hard-core computer scientist, I’m proud that
we’ve come so far. But now I realize that I went after the wrong organ. The
most important part of the human body is not the brain, but the heart.

That’s a lesson that took me, I confess, too long to learn. My hope for all of you,
as your careers blossom and your lives take shape, is that you will approach
your lives with all the brains you certainly have, but also, above all, with all the
heart you can muster.

It will be up to you to carry this forward, but I have confidence: if you let your
heart be your guide, you’ll find your way through all of the massive changes
that lie ahead, and make the next 10 years the best years of your lives.

Thank you, Class of 2017.

Spread the wealth.

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