No. 28·中文精读

LinkedIn 花了5年才跑通的图神经网络,她想让任何公司4周见效

Kumo’s Hema Raghavan: Turning Graph AI into ROI

Kumo 联合创始人谈在 GPU 上运行图神经网络,并用查询语言帮企业预测数据。

节目音频00:00 / 52:06
中文精读由 AI 基于原始访谈改写,非官方翻译,可能存在偏差或错误;表述以原节目为准。

四周,是 Kumo AI 给客户做概念验证的标准周期。联合创始人 Hema Raghavan 在节目里回忆了一下,想不出哪一次没在这个周期内让客户看到价值。

这个数字的另一面,是她在 LinkedIn 的亲身经历:图神经网络在 LinkedIn 从立项到跑起广告、信息流和职位推荐,前后花了四到五年,动用了大量工程师。她清楚这件事有多难,因为最初带队的就是她。

Hema 是 LinkedIn「你可能认识的人」(People You May Know)技术的缔造者,在 LinkedIn 待了将近八年,管过通知系统,背过会话数和月活这两个核心 KPI。她入行做 NLP 时,BERT 还没问世。现在她是 Kumo AI 的联合创始人和工程负责人,做的事一句话能说清:把图神经网络装进数据仓库,让企业用类 SQL 的语句直接「查询未来」。

她做客红杉资本的播客 Training Data,和主持人 Sonya Huang、Konstantine Buhler 聊了这门生意的底层逻辑。下面是值得记下来的部分。

AutoML 死过一次,这次凭什么不一样

Konstantine 开场就抛了个尖锐问题:AutoML 五六年前火过一波,后来掉进幻灭低谷,一堆玩家退场,公司们转头去建特征库了。你为什么还做这个?

Hema 的回答很干脆:AutoML 和 GPU 上的 AutoML,是两码事。

她从自己的职业讲起。2000 年代初她做 NLP,要回答「马可·波罗什么时候登陆亚洲」这类问题,得手工写特征:马可·波罗是句子的主语,答案大概率也以主语形式出现。那个年代,你得懂语言学结构,机器才肯干活。

GPU 革命来了之后,这些特征没人再写了。神经网络的中间层自己学会了词性、命名实体这些语言属性。

她认为老一代 AutoML 犯的是同一个毛病。那时的 AutoML 跑在 CPU 上,模型是逻辑回归、SVM 这类,本质上是把数据科学家手工算特征的流程并行化,强迫机器模仿人类思考。

Kumo 的路数相反。图神经网络(GNN)可以理解为 CNN 和序列模型的超集,能处理任意结构的数据,特征让网络自己学。用她的话说,Kumo 做的是把 transformer 时代的技术带进预测型 AI。

Konstantine 补了个更激进的说法:图是最通用的数据类型,图神经网络是最通用的学习算法,连 transformer 都是它的子集。他提到 Kaggle 时代和 Netflix 大奖,赢家永远是集成模型,一堆小算法链在一起。而神经网络,说白了就是几十亿个逻辑回归链在一起。区别在于,GNN 能自己发现该链哪些特征、哪些算法。

Hema 补了一句生产环境的吐槽:集成模型维护起来是灾难。她见过一个前端工程师改了观看日志的埋点方式,N 条特征生成管道集体出问题,调试一团乱麻。图给你一个简单优雅的框架,拿到同样的结果。

每家公司都有图,只是它藏在表格里

Sonya 要求「讲给五岁小孩听」。Hema 用推荐播客举了个例子。

这期节目上了 YouTube。用户登录后,系统知道这期节目的内容,也存着他全部的观看记录,躺在一张 views 表里。协同过滤只看观看行为,图学习看的是整个网络:用户、播客单集、红杉资本的频道、各种元数据,全是节点;观看、点击这些行为信号,全是边。

神经网络学到的东西大概是这样:Sonya 爱 AI 内容,也爱 Baby Shark,她自嘲那可能是全家的偏好;Konstantine 爱 AI,也爱历史。两人在 AI 内容上高度重叠。所以 Sonya 看 Baby Shark 的时候,系统不会把它推给 Konstantine。

Konstantine 还提了个类比:人脑的运作方式更像图,不断形成和修剪连接。Hema 认可了一半。GNN 学的是每个节点的嵌入表示,Sonya 这个节点在向量空间里既靠近 AI 内容,也靠近所有爱 Baby Shark 的人。她觉得这个类比贴切的地方在于,GNN 允许任意结构,而人脑既不是一条序列,也不是图像那种网格。

例子讲完,Konstantine 追问了一个词:「表格」。Hema 确认,这就是全场最关键的信息:关系型数据和图存在一一映射。表里的主键就是图的节点,主键与外键的关系就是图的边。企业数据大多以关系表形式存在,这是 AI 革命之前的分析革命留下的遗产。

换句话说,几乎每家企业都有图,只是它以表格的形态躺着。金融科技公司有客户表、交易表;配送公司有库存、供应商、运输方式。全是实体,全互相链接。

从表格到图的自动转换,是 Kumo 的核心创新之一。另一个是一门预测查询语言,长得像 SQL,多了一个 predict 子句,几行代码就能定义一个机器学习问题。全世界的分析师都会写 SQL,Kumo 等于让他们用母语定义机器学习问题。

Konstantine 总结得很妙:分析师查「过去有多少人看 AI 视频」,这叫查询过去;Kumo 回答「未来几周多少人会看」「这个用户会不会流失」「该推哪个视频留住他」,这叫查询未来。

客户的用法横跨几个行业。医疗客户用 Kumo 预测急诊室需求,保证备货充足;金融客户用它做欺诈检测,判断某个用户的行为可不可疑。Hema 把能回答的问题归成三类:多少?这件事会不会发生?这个用户的下一步最佳动作是什么?

四周 POC,把怀疑者变成信徒

Sonya 问了个扎心的问题:欺诈、需求预测这些经典 ML 赛道,每家公司都有现成团队,五人欺诈团队、十五人需求预测团队。Kumo 上门推销时,这些人什么反应?开箱效果真能打过十五个人的团队?

Hema 的答案分两层。

第一层,大多数数据科学家其实欢迎 Kumo。写特征管道的活儿附带大量维护工作,那不是他们想花时间的地方。数据科学家的激励是直接业务影响:这个季度我推的广告点击率模型,带来了百分之几的收入?很多客户找上门时说的话是,我签了对赌要 X% 的收入增长,才完成三分之一,帮我们加速。

Kumo 的做法是四周 POC。Hema 试着回忆有没有哪次没在四周内展示出价值,想不起来。Sonya 感叹,你们真把他们变成信徒了。

第二层,上手之后有人会抗议:特征工程是我全部的时间投入,你说不用手工做了?Hema 的回应是提醒他们 NLP 的那段历史,然后指出 Kumo 给业务知识留了空间。数据科学家最懂自己的业务。定义流失预测时,看 30 天窗口的活跃数据,还是 90 天、365 天,这是业务判断,全都是查询参数。

有客户写了五个不同窗口的查询,发现自家系统里流失的最佳预测指标竟然是 365 天窗口的行为。之前根本不知道,因为时间都花在别的地方了。

她在 LinkedIn 见过另一面:数据科学家把时间耗在维护特征管道上,而他们真正该做的,是在业务的 N 个不同位置试 N 个模型,驱动价值。所以她给出判断:特征工程作为一门学科会消失,这是好事。

我们给你一辆自动驾驶汽车。想掀开引擎盖、想开手动挡,随你。

这句是 Hema 对产品形态的概括。分析师用预测查询就行;想调神经网络参数的专家有 Python 接口,可以一路扎到底。

搬进数据仓库,成本和合规一起算

技术架构这段是整期节目里最「工程师」的部分,但商业逻辑全藏在这里。

Kumo 最初是纯 SaaS 公司。他们很快发现一个问题:数据科学家只认自己业务问题上的价值,在 Kaggle 数据集上秀肌肉不算数;要连客户自己的数据,就得过安全审查,很多公司这一关要拖上几个月。

解法是直接搬进数据仓库。在 Snowflake 上,Kumo 通过 Snowpark Container Services 部署成容器,对数据科学家来说就是一个原生应用,点一下安装,像 iPhone 装 App,然后开始写预测查询。数据不出仓库,安全团队通常直接放行。Databricks 上模式类似,Kumo 管理 GPU 算力,数据驻留完全留在 Databricks 内部。

这个选择还有个副产品:安全合规、数据治理这些活儿,数据仓库厂商已经在建工具了,Kumo 不用重复造轮子。

图本身怎么算,是图学习难普及的另一个原因。数据库可以逻辑分区,图是缠在一起的,怎么拆到多台内存有限的机器上是个硬问题。全世界能做好的公司屈指可数,通常要养一个庞大的基础设施团队。

Kumo 的方案:边用专有的压缩格式存在图引擎里,节点分发到 CPU 机器上水平扩展,特征放列式存储。GPU 只在训练和消息传递时才动用。用 CPU 存图、GPU 只管训练,成本压下来了。Hema 说,客户经常惊讶于图学习能在这个价格上跑到这个规模。

还有一块是客户逼出来的能力:可解释性。Kumo 的客户里有保险和医疗公司,他们必须知道模型为什么给出这个推荐,得确认模型没有在种族、肤色这些属性上过度加权。可解释性成了入场的基本盘。Kumo 为此专门做了个算法:训练完成后回看图和梯度,一路下钻到表级,告诉你用了哪些表、哪些列。早期结果还能做到实例级,Sonya 被推荐这个视频、得分为什么高,能具体到哪几个特征。

在 LinkedIn 的八年,她提前交过学费

Hema 加入 LinkedIn 时是 IPO 后没几年,会员四亿,正快速膨胀。她本来是 AI 研究员,进了增长团队,第一份差事是带「你可能认识的人」团队。社交网络的特殊性在于,这个功能和核心指标直接挂钩,她突然发现自己要对会话数和月活负责,后来又接管了通知系统。

那段经历逼着她提前思考 MLOps,比这个词被发明出来还早:模型上线后怎么度量、怎么做 A/B 测试、怎么维护。她见过太多模型在生产环境退化,原因是行为随季节漂移,人在新年和暑假,在 LinkedIn 上的表现完全不同。自动重训练管道就是那时候必须建的。

至于 LinkedIn 的图神经网络,她离开后由团队继续推进,前后花了四到五年、大量工程师,现在支撑广告、信息流、职位推荐整条产品线,团队最近发了篇论文,叫 LiGNN。

这段历史的对照意义在于:全球养得起这种团队的公司没几家。Kumo 做的事,是把这四五年压缩成一个四周的 POC。

和 LLM 互补,以及谁暂时不适合

Sonya 问了个所有人都想问的问题:图的世界和 LLM 的世界,什么关系?

Hema 给了两个结合点。

第一个,LLM 当特征工厂。这期播客会被 LLM 转写、总结,生成语义表示,这些可以直接作为图里节点的特征,GNN 在上面学交互模式。

第二个,Kumo 当 LLM 的个性化外挂。她举了个例子:用户在服装店搜「黄色夏季连衣裙」,没登录,LLM 直接给结果,挺好。登录了,App 里存着他全部过往行为,Kumo 的预测可以喂给 RAG,把 LLM 的输出锚定到个性化的事实上,幻觉更少。

Konstantine 顺势问了 Graph RAG,这个概念最近很热。Hema 区分得很清楚:Graph RAG 用的是知识图谱,医疗领域的保险编码、症状关联那种,用图谱检索给 LLM 的输出提供依据。RAG 的检索源可以是搜索索引、知识图谱,也可以是 Kumo 这样的推荐系统,目的都一样:让 LLM 少胡说。

她的判断是互补。LLM 不考虑 App 里积累的行为数据,Kumo 补的正是这一块。她透露,已经有人把 Kumo 和 LangChain、Pinecone 接在一起,做那种会推荐黄色连衣裙的聊天机器人。这是她对 Kumo 未来最兴奋的部分。

聊完愿景,Konstantine 问了个对潜在客户很实际的问题:三位创始人分别带着 LinkedIn、Airbnb、Pinterest 的资深 AI 背景,其中包括斯坦福教授 Jure Leskovec,全是超大规模公司的玩法。小公司会不会觉得这是香槟问题,几亿用户的公司才有的烦恼?

Hema 说,这正是他们发明预测查询语言的原因。很多公司数据科学家不多,想用 AI 的地方一大把,他们说想成为 LinkedIn、Airbnb,可养不起那么多人。易用的接口加上托管的大规模基础设施,就是给他们的答案。

什么时候真的不适合?数据地基没打好的时候。有的客户连 AI 价值怎么衡量都没想清楚,有的还在用表格、正往数据仓库搬家。Hema 的原话是,像建城市,先修路打地基,再让车上路。这种客户她会劝先回去,一两年后再来。

所以门槛跟行业、跟问题类型无关,跟数据成熟度有关。你不用是 Airbnb,但你得能量化想优化的指标,得有数据躺在某个数据仓库里。

她给企业的数据演进画了条线:先找到产品市场契合,然后为分析建数据生态,因为产品上线后你得度量用户行为。领导者通常在这时候开始想 AI:我现在会查询过去了,接下来需要 AI 来驱动我要的改变。

节目结尾还有两个细节。Hema 刚去了 KDD,数据挖掘领域最大的会之一,她说超过一半的论文跟图神经网络有关,图学习正坐在爆发点上。给年轻 AI 工程师的建议,她没推荐任何框架:工具和语言来来去去,概率和线性代数别翘课,几十年来的所有方法最后都回到这两样东西。

对读者,我把这场对话浓缩成三件明天就能动手的事。

  • 打开你公司数据仓库的 schema,把主键和外键关系数一遍。那就是一张现成的图,节点和边都画好了。对照三类问题检查一遍:多少、会不会发生、下一步最佳动作,看看里面藏着多少预测机会。
  • 审计数据科学团队的工时,算算有多大比例耗在特征管道的维护上。如果超过一半,这支队伍的产能正在被浪费,该考虑换个用法了。
  • 如果数据还在 Excel 里,先把仓库建了。地基没打好之前,别急着谈 AI。
文稿来源:sequoiacap.com;机器转写可能有识别错误,人名与数字请以音频为准。
id="podcast-transcript" data-framer-component-type="RichTextContainer" style="transform:none">Hema Raghavan: If you have your data laid out as relational tables, Kumo just sucks it in. So you just specify through connectors, tell Kumo what your schema is, and then you can just start writing predictive queries. So the graph is abstracted away, but if you have someone like a data scientist who loves tweaking the neural network parameters. Sonya Huang: In case Konstantine … Hema Raghavan: Yes. Decides to … Konstantine Buhler: I would be interested. Hema Raghavan: Exactly. Konstantine Buhler: Guilty. Hema Raghavan: Exactly. You can look under the hood. And the analogy we always use is we’ll give you the self-driving car, but if you want to look under the hood or if you want to drive stick, we’ll let you drive stick. Konstantine Buhler:  We have a brilliant guest today on Training Data. Welcome Hema Raghavan, Co-founder and Head of Engineering at Kumo AI.   Hema brings decades of experience leading AI initiatives at LinkedIn. She came up with the “People You May Know” technology and other core features that leverage the power of graph learning. Her journey in AI predates many of the technologies we all take for granted today. She was working on NLP before BERT was even a thing. With Kumo, Hema and her team are revolutionizing how companies harness AI by making advanced graph neural networks. These neural networks let you do AutoML, automated machine learning, on any platform, from Snowflake to Databricks.  Kumo’s innovative approach allows companies to leverage their existing data warehouses in order to build sophisticated AI models faster, cheaper, easier.  You don’t require the deep expertise in graph learning, or maintaining complex features, you can just go straight to business value. Welcome Hema, to Training Data. AutoML on GPUsKonstantine Buhler: Welcome to Training Data. Today we have the amazing Hema Raghavan. You are building Kumo AI, which is AutoML on the data warehouse, using advanced neural networks and graph neural networks. AutoML was incredibly promising a few years ago. It was a major trend in the last wave of AI, five, six years ago. It went through a little bit of a trough of disillusionment. A lot of the AutoML players receded from the forefront, and companies started to store their features in feature databases and the like. Why are you focusing on AutoML? What’s different about Kumo? Hema Raghavan: Okay, so there’s AutoML and then there’s AutoML on GPUs. And I think that’s the big difference for Kumo AI. And let me give you a little bit of an example from my own career. So I started in NLP, and when we would build systems back in the early 2000s to answer a question like, “When did Marco Polo land in Asia?” we would be encoding features like, “Marco Polo is the subject of the sentence and it’s going to be the subject of the answer,” and all of that. So we had to know a lot about language, about linguistic structure and so on. And then the GPU revolution came that enabled neural networks to come at the forefront of this technology. We don’t write features like that anymore. Those intermediate layers in a neural network really learn the parts of speech, the named entities, all of those properties of language. It’s the same in other classes of problems. So in the AutoML that was happening maybe a decade ago, we were looking at CPU-based models. So think of logistic regression, think of ASG pools, SVMs and so on. And all AutoML did then was parallelize what a data scientist would have done, which was a lot of hand-computed features. And that required you to be—you had to write code to think like a data scientist. So you were trying to get the machines to think like humans. Whereas here what we’re doing is we use graph neural networks. So it’s a neural network technology, and you can think of a GNN as a superset of CNN, which is used for images, or a sequence model, which is used for languages. GNNs allow for arbitrary structure, and the GNNs are learning all of the features that you would normally use for predictive problems. So Kumo sits in the space of predictive AI, and we’re really bringing transformer technology to predictive AI problems. Sonya Huang: Can you say—you mentioned graph neural networks and you gave a great explanation. Can you explain to me like I’m five years old, because that might be where my level of understanding is? Are graph neural networks good for any class of problem? Is it good for—you know, you came from LinkedIn, where you were working on, you know, the social graph of LinkedIn. Is it good for specific types of domains? Hema Raghavan: That’s a great question, Sonya. So let’s say you’re going to put this podcast episode out and it’s going to be on some video streaming site. And we want to recommend the relevant podcasts for users of that video streaming site. Konstantine Buhler: YouTube, to be explicit. Hema Raghavan: YouTube. Konstantine Buhler: If someone’s watching this on YouTube, you want to recommend someone to watch it or not. Hema Raghavan: Exactly. So user logs in, and you not only have the content of this podcast episode, but you also have what you might have watched in the past. So you can think of that—the records of what you’ve watched in the past are sitting in a views table. Konstantine Buhler: Collaborative filtering era. Hema Raghavan: Exactly, exactly. But the difference with collaborative filtering is it’s just looking at views. How can we take the view data—so the view data is a network. So coming to Sonya’s question, right? There’s a podcast episode, there’s all the users who are watching it. So you got it in terms of you have a bi-directional graph—the users and the podcasts—but then you have the organization, you have Sequoia Capital, you have the channels from Sequoia Capital, you have other metadata that you may have. So all of that can lend itself naturally to a graph and start thinking about links across these, you know, nodes of a graph. And effectively what a graph neural network is learning is let’s look at what Sonya watched in the past. It seems like she really likes AI. Sonya Huang: AI and baby shark videos at the same time. Hema Raghavan: Okay, so AI and baby shark. [laughs] Okay, but—and then the neural network also learns that Konstantin likes AI. And what would it be for you? Konstantine Buhler: Probably AI. That might be AI and, like, history. Hema Raghavan: That’s great. So there’s AI and history, right? So the neural network can learn that there’s an overlap between both of you on the AI pieces of content. You both engage a lot with Sequoia content, and it’s learning across this network, right? But the next time Sonya watches a baby shark video, we don’t want to be recommending that to Konstantine, right? So how do you take that content that you engage with—the view data, the click data that you’re engaging with, and learn across all of these edges? Think of clicks, views, all your behavioral signals that you engage with with entities in this world as a graph. And how do we learn across that graph? So you don’t have to be a social network to have a graph. Everyone—almost every enterprise I know has a graph. Fintech has graphs because they have customers, they have transactions, they have related data. Think of, you know, one of your delivery services. They have the inventory, the suppliers, the means of transportation. So they’re all sitting as tables, they’re all sitting as entities and they’re all linked across each other. Graph learning lets you learn across that. Konstantine Buhler: That’s a pretty key insight, the tables. Hema Raghavan: Yeah. Konstantine Buhler: Before we go there, that was a very smart five year old. I  think that you have a five year old. Hema Raghavan: I have an eight year old. Konstantine Buhler: An eight year old. Hema Raghavan: And a 12 year old. Konstantine Buhler: A 12 year old. Okay. Well, they’re very, very smart if they understood that explanation. Like, what would be, to Sonya’s point, if you were five and you were gonna say graph learning versus any other type of machine learning, what’s the difference? Hema Raghavan: Ah, graph learning versus machine learning. Easy. Fast. I think those would be the two things. Just, you know, low code. I think that would be the key about Kumo. Konstantine Buhler: It learns all the weights, it learns all the features and discovers them over time. Is that fair to say? Hema Raghavan: Exactly. And my eight year old doesn’t know machine learning, but if you were going to write a classifier the old school way, you’d be writing features that say, “Okay, users in this platform, we need to look at clickthrough rate data for the last three months and six months and eight months for every single video.” And we discover that Sonya has a preference for data that’s for videos that are evergreen. So six-month windows really matter for Sonya. So imagine all of that code being written as features. Graph neural networks eliminate all of that code. Sonya Huang: Do you think that means feature engineering goes away as a discipline, or what happens to it? Hema Raghavan: I think feature engineering goes away. And that’s not a bad thing as such, because prior to Kumo, I was at LinkedIn for almost seven, close to eight years. And data scientists love finding opportunities for the business to make value, right? And it doesn’t mean that feature engineering is the place where you spend—you know, that’s the time well spent. You’d much rather try out N different models on N different parts of the app or whatever your business is, and drive value. So trying out models in different parts of your application is where a data scientist needs to spend time. Sonya Huang: We started this episode, and you said AutoML on GPUs is different from AutoML. Hema Raghavan: Yes. Sonya Huang: And so what about GPUs specifically makes what you are describing possible? Like, was it even possible to do this on a CPU, or is it faster now? Or what’s different than what you’re doing on GPUs? Hema Raghavan: Yeah, that’s a great question. So it’s definitely possible. It’s much slower. Right? So it’s very similar to what neural networks brought to the text and image spaces, in that we can scale these models to large amounts of data. And while these models existed before the GPU revolution, we can actually take entire enterprises like fintech data and learn graph neural networks for them. Konstantine Buhler: Yeah. In the previous era of AutoML, so much of the juice in the performance came out of ensembles. So you do these logistic regressions or you do these SVMs or what have you, and then you’d ensemble them together. For me, in the Kaggle era, which was how I first met your cofounder Yuri, and the data science era of Kaggle and the like, always the ensembles won. Even in the Netflix prize back in the day, it was the ensembles that won. And there was something to the fact that these ensembles are just tons of little algorithms chained together. And what is a neural network but tons of little algorithms chained together? I mean, you could consider it billions of sigmoids or billions of logistic regressions. And really, the way I see graph neural networks is you’re able to discover the features and the ensemble that you chain together to actually optimize towards the solution. So to me, graphs are the most general data type. Hema Raghavan: Yeah. Konstantine Buhler: And a graph neural network is the most general—you mentioned it’s a generalization where even a transformer is a subset of this generalization—the most general type of algorithm that can do some learning. Hema Raghavan: Yeah, absolutely. And as you mentioned, ensembles, something that struck me was try maintaining that in production. You have N different feature generation pipelines and an ensemble. And I’ve seen a world where you’d have one front-end engineer change how we were logging the view data. Konstantine Buhler: Yeah. Hema Raghavan: And everything either needed to change or something—you know, one pipeline … Konstantine Buhler: Breaks. Hema Raghavan: Breaks. Konstantine Buhler: And it’s all done. Hema Raghavan: And it’s a mess to debug. So graphs give you a simple, elegant framework to get at the same outcome. Graphs on the brainKonstantine Buhler: It also reminds me a lot more of our brain. Hema Raghavan: Yes. Konstantine Buhler: Right? Our brain, we think, operates like a graph, and is forming and pruning connections more like a graph, even more so than a more structured neural network. And so have you guys experimented or thought about that as an analogy, and any ideas of the pros and cons of that analogy? Hema Raghavan: I think it’s very similar to—the way I think about it is let’s go back to that video watching example, right? And if I think of Sonya as a node in a graph, and what these neural network algorithms are really good at is learning these embedding representations, right? And on this big graph, which has Sonya with her preference for baby shark and … Sonya Huang: Or her household’s preference. Hema Raghavan: Exactly. Konstantine Buhler: Makes more sense. That checks out. Hema Raghavan: Your embedding vector would be pretty close to both AI, so you’re close to Konstantine, but you’re also close in Euclidean space or, you know, in some big N dimensional space to all the baby shark-loving folks, right? And we’re basically learning these representations. So people or all the entities in the graph, like even Sequoia Capital in that case, becomes a representation. So in that sense the idea is very similar, but what GNNs do is allow for arbitrary structure. And that’s where I think it’s a lot closer to the human brain, because I don’t think the human brain is wired as a linear sequence or as a grid, as images. Yeah. Sonya Huang: Can you say a word about how it works under the hood? Like, how are you able to—let’s say you go and work with, I don’t know, a food delivery service. How does it actually work for you to go and kind of, you know, automatically learn this graph representation? And how are you training models on that? Konstantine Buhler: Or pick YouTube, given people might be watching us there, and we’re talking about AI baby shark in history already. Hema Raghavan: Exactly. So there’s two pieces to Kumo. Historically, graph learning has been restricted to, I want to say PhDs in graph learning, because it’s not easy to view the world as a graph. People think in terms of relational data. That’s the most common data layout in companies. And that’s largely because of the analytics revolution that preceded the AI revolution. So everyone thinks in terms of relational data, but really relational data and graphs have a one-to-one mapping because you have data laid out in tables, usually an entity is a primary key in a table, and then you have all these relationships—primary key, foreign key relationships—which encode the edges in a graph. So that automatic construction from a table layout to a graph layout is one of the innovations inside Kumo. The other bit is we’ve invented a language called predictive query language. And the language allows you to specify any machine learning problem in a few lines that looks very much like SQL. So think of SQL with a predict clause. So we’ve created this very simple abstraction layer on top of relational data warehouses. There’s already a universe of people who are writing SQL queries, and we’ve created a language that appeals or, you know, that resonates with them in some sense. So that’s one of the innovations of Kumo. The other one is running these graph neural networks. So once you go from relational to graph, just running graph neural networks at scale. And that again is something that has not been easy to do. There are a few companies in the world that can do it, and it usually takes a huge infrastructure team to build that out because graphs inherently—like, unlike databases, where you can think of some logical partitioning graphs … Konstantine Buhler: It’s not a matrix. Hema Raghavan: It’s all entangled in. So how do you split it across different machines with limited memory and so on? So all of these bits coming together makes Kumo easy to use. But that said, when we go to a company like a YouTube-like company, we’ll often talk to a data science team that is looking to get faster return on investment in AI. But then Kumo becomes really easy to do because if you have your data laid out as relational tables, Kumo just sucks it in. So you just specify through connectors, tell Kumo what your schema is, and then you can just start writing predictive queries so the graph is abstracted away. But if you have someone like a data scientist who loves tweaking the neural network parameters … Sonya Huang: In case Konstantine decides … Konstantine Buhler: I would be interested Hema Raghavan: Yes, exactly. Konstantine Buhler: Guilty. Hema Raghavan: Exactly. You can look under the hood. And the analogy we always use is we’ll give you the self-driving car, but if you want to look under the hood or if you want to drive stick, we’ll let you drive stick. Konstantine Buhler: So concretely in the YouTube example, historically, if I was in analytics at YouTube and I’m watching this video, I can look and say, “Hey, query all AI.” There’d be some tagging or some system to understand all AI historically. Let’s see what the trends are over time. That’s querying the past. Hema Raghavan: Yes. Konstantine Buhler: What you’re saying is once you have this in this database, in this structure, you’re able to predict how many people are going to watch AI videos in the next several weeks? How many are going to watch baby shark videos? How much are they going to spend? What is going to be their monetization, what are their ads? What else can you do with this? Hema Raghavan: So you can say, is this user going to churn, for example. Konstantine Buhler: Yep. Hema Raghavan: Right? And then you can say, “What’s the most relevant video that I want to show this user in order to retain them on my platform?” Right? So I want to drive value for my business. Given the past videos that they’ve watched, what’s the next video to watch? And so on. And we can also do demand forecasting. So we have customers in—in fact we have in the healthcare sector, and they use Kumo to forecast demand so that they’re well stocked on their emergency room, right? So the applications of using Kumo go from consumer to healthcare to fintech. Where fintech we see applications and fraud, for example. Just is this user’s behavior suspicious? Should we flag the user, so on and so forth. So think of any question which says “How much?” I love the use of “query the future.” How much? Is this event going to happen? What’s the next best action for this user from an action space? Those are all the kinds of questions that Kumo can help answer. And I love that you said ‘analyst’ because Kumo aims to be as AutoML as you want it to be. And, you know, we—but we also have a Python interface. So, you know, you want to be a neural network expert, you can go all in. Konstantine Buhler: Cool. So it’s the brain. It’s the brain, it’s the analytical brain. Converting data scientists to believersSonya Huang: Out of the applications you discussed just now, I would imagine, you know, there’s such classical ML problems that you discuss. Each of them probably has a five-person fraud team and a 15-person demand forecasting team. What do those ML people think when—you know, when Kumo is pitching the company? Walk me through that spiritual journey, and are you actually able to get results out of the box that are better than a 15-person team maintaining it can do? Konstantine Buhler: I’m okay with it as long as they don’t have VC prediction. Hema Raghavan: [laughs] So for a lot of the companies we work with, the data scientist is excited about Kumo. As I mentioned, writing those feature engineering pipelines comes with maintenance jobs to maintain those pipelines, and that’s not where they want to spend their time. Data scientists in most companies are incentivized with direct business impact. So did I push that ad CTR model out this quarter? Did it drive X percent revenue? So a lot of our customers will come to us and say, “You know what, I signed up for X percent revenue, but I’m only one third of the way there. Can you guys, you know, help us accelerate?” And we do a four-week POC. So you know we’ll—and within four weeks we’ll almost always—I’m trying to think of a case when we’ve not shown value but I can’t remember one, but we’ve always shown value within those four weeks. Sonya Huang: Wow. So you convert them into believers. Hema Raghavan: Into believers, yeah. And it’s about where you want to spend your time, right? So I think once they get hands-on product, many times people will come in and say “Oh, but feature engineering is where I spend all my time.” Right? “And how can you say that I don’t have to do it manually anymore?” But we’ll remind them. We’ll remind them of the NLP journey, and then we’ll also remind them that once they get hands on keyboard with the product and they realize that the journey in Kumo, it’s not completely automated away, right? Because we say a data scientist knows their business well. So if you’re going to define churn prediction for your business, maybe on YouTube activity in the last 30 days is a good predictor of churn. So, you know, you want to bring your events table with a 30 day window. Konstantine Buhler: Of a schema, the actual structure that you expose it to, yeah. Hema Raghavan: The schema or the window, right? Because these are all queries, and these are all parameters in the queries. Or you could play with 90-day or 365-day activities. So these are all queries. You can write five of these queries and say “Oh, really? On my system, the best predictor of churn is behavior in a 365-day window, and I didn’t even know that because I’m spending all my time looking somewhere else.” So the data scientist spends a lot more time finding the relevant tables in their organization that are going to bring value, and then finding the right query formulation or the right business formulation in this case, you know, for example, churn. What’s the right definition of churn for my business? And once they see that, actually they realize that this is a lot more fun than what I was doing before. Sonya Huang: Yeah, totally. Hema Raghavan: Yeah. Sonya Huang: You mentioned tables, structured data, schema. That naturally leads me to think about Snowflake and Databricks. A lot of companies have spent the last five years heavily investing in their data warehouses. How do you work with the data warehouses? Hema Raghavan: Okay, that’s a great question. So at the outset, we started as a purely SaaS company, emulating a lot of the principles from the Snowflake architecture, looking at their success stories. One thing we realized is that data scientists, though, they need to see value on their own problem because they’re so KPI- or business-impact focused, showing them value on a Kaggle data set doesn’t really count. So the easiest way to show value is of course when they can connect to their own data. But connecting to your own data on a SaaS product means you go through a huge security review through the company, which can, in many organizations, can take a couple of months. So we wanted to reduce that friction, and we started partnering with the warehouses to think about deployment models where compute can be closer to the data. And we have a deployment with Snowflake, which is part—we use a combination of what is called Snowpark Container Services. And really, Kumu can deploy as a container in Snowflake’s compute pool. So from a data scientist’s point of view, we’re also a native app in Snowflake. So a data scientist in an organization, let’s say YouTube, can go in and click “Install Snowflake.” So it’s like an app on your iPhone. It gets installed, and then they can start writing those predictive queries and looking for value. And oftentimes the security team is completely okay with it because there’s no data leaving the ecosystem. We have a very similar deployment model with Databricks, though in that case, we manage the GPU compute, but data residency stays completely inside Databricks. And that also led us—so we started that from the point of view of letting data scientists get hands on keyboard with Kumo quickly. But we also realized that freed us up a lot to not have to think about security compliance, governance, and let the data warehouses, as they’re already building all of the tools and technology for management of data, let it stay there, let it be managed there. But Kumo just, you know, talks to data directly sitting inside the warehouse. Konstantine Buhler: Hmm. So you talked about relational versus graph data. And relational data is kind of how many of our brains have been taught to think. Hema Raghavan: Yes. Konstantine Buhler: We think about things in spreadsheets, oftentimes. We might go down and say if we have a series of AI videos, you have them as rows, and then you have some descriptors of them as columns. But really, when you start to see things as graphs—which I did, frankly, back in the day, around Yuri’s time, as a professor—I think everything starts—you can start to see everything as a graph. It’s the most general data type. And when you start to see things as graphs, it’s actually kind of how our brain thinks. Hema Raghavan: Yes. Konstantine Buhler: Hey, here’s a video. And that has a pointed characteristic that’s some other part of the graph which is connected to another part. How do you ingest all of this relational data, which is the way that the world has been run for—the way computers have been run for 50 years, and put them into a graph structure? Sounds like a very heavy lift. And doing that inside of Snowflake and Databricks is probably pretty hard. Hema Raghavan: I want to say that’s part of the magic of Kumo, right? And that was the friction that prevented graph learning from taking off and it staying within … Konstantine Buhler: The big companies. Hema Raghavan: Yes, exactly. The few people who could hire these individuals. But really, it is a question of—we have a unified schema that’s the graph schema. And looking at the relational schema, we’re able to identify what the entities are. So in that YouTube example, it’s a video ID, it’s a user ID, it may be a channel ID and so on. And often those are primary keys. And then it’s a lot of I want to say SQL-like code that runs under the hood, and it could—or I want to say Spark-like code that runs under the hood that converts this data to the graph format. Konstantine Buhler: I see. I see. It makes sense. Hema Raghavan: And beyond that, once we get to the graph, there’s an edge index. So we store all of the edges in a very proprietary and compressed format, and then we distribute out the nodes. Okay? Because we realized that edges … Konstantine Buhler: To GPUs. Distribute them to GPUs or …? Hema Raghavan: To CPUs, because we wanted to keep costs low. So we keep the—we only reserve the GPUs for training when we are doing the learning, but we store the edges in what we call the graph engine, and then we have a column store where we store the features. So we can bring in arbitrary features that represent the users, right? So everything about Sonya that we can infer, we’re not—constrained by memory that just horizontally scales. Everything on the CPU machine horizontally scales. And we’re only using the GPUs for message passing. Konstantine Buhler: Cool. Amazing, in fact. Hema Raghavan: Yeah. So that has also reduced costs for our customers. And they’re often surprised that we can run graph learning at the scale that we do, at the costs that we do. Sonya Huang: You’ve made the comparison to large language models a couple times. Hema Raghavan: Yeah. Connections between graph world and LLM worldSonya Huang: I’d be remiss not to ask what are the connections between your graph world and the LLM world? And are there—you know, are there synergies between the two? Hema Raghavan: Absolutely. What a great question. And so many synergies. So let’s take the example of this podcast, which will get generated. It’s gonna get transcribed by an LLM. It’s going to—so you have all of the summaries, you have all of the semantic information that will come from the large language models, right? A graph neural network can actually take all of those features that, you know, the semantic representation that is inferred for this particular video as a node feature. And what the GNN is learning is it’s learning across all of the interactions that one may have. Now let me give you another example. We have a demo of this up on our website or on our LinkedIn channel. But an example would be a lot of people think of the LLM revolution as creating chatbots, okay? So let’s say you come to a clothing store and you are searching for yellow summer dresses. So you search “yellow summer dresses.” Konstantine Buhler: All the time. Hema Raghavan: Yes. And you’re not a logged-in user, and the LLM is going to probably get you a really good set of things that look like yellow summer dresses. But if you were a logged-in user, and we knew all of that information about the kind of interactions that you’d had in the past, we can actually use Kumo’s predictions to inform the LLM. So think of RAG and think of Kumo predictions as feeding a RAG algorithm to ground its truth to be closer to what is personalized. So you can do that as well. So there is the bringing in features, but then there is also—they’re complementary because Kumo brings you all of that personalization based on all that behavioral data that the app has, which the LLM doesn’t take into consideration. Konstantine Buhler: You mentioned RAG and we’ve talked about graphs. Graph RAG is having a moment in AI right now in general. Hema Raghavan: Yes. Konstantine Buhler: Thoughts on Graph RAG, which is different from our—from our approach at Kumo, but thoughts on Graph RAG, and then also how it differs from using a graph neural network to do certain inferences tied to some sort of RAG. Hema Raghavan: Yeah, so graph RAG is a lot closer to what we just talked about. But many organizations may have knowledge graphs, and that’s another entire field of study in graphs. Think medical domains, for example. You have all of your insurance codes, and how the insurance codes connect with each other. You have symptoms, you have all of that. There’s a lot of knowledge bases sitting out there with interconnected nodes. Graph RAG allows you to ground your LLM output in the answers that are answered from these kind of knowledge graphs instead of going to a search index. So you can think of RAG as going to a search index, a knowledge graph, a recommender system like Kumo, and making the LLM output more or hallucinate less. Explainable AI is table stakesSonya Huang: I want to ask about explainable AI. One of the things we’ve been discussing in prior episodes of the show is these LLMs, will we ever be able to understand how they think? And I remember the Anthropic results were really interesting. How do you think about explainability as it comes to Kumo’s models? Hema Raghavan: That’s such a great question, Sonya, because for the kinds of problems we work with and the customers that we worked with, this was another area we had to actually develop a solution, because we have customers in insurance and healthcare, and they often need to understand why a recommended output was recommended to them. You want to know that the model didn’t over-rotate on race, color, ethnicity and so on and so forth, right? And so it became table stakes for us to actually solve this problem. And at Kumo, we’ve innovated by actually developing an algorithm which after the training part of the algorithm, looks at the graph and looks at the gradient algorithm, and can come down at the table level to say these were the tables that were used, these are the columns that were used. And we have some early results that show that we can even come at an instance level and predict, you know, here’s an instance, the score, why Sonya was recommended that video is high because of these specific features. Konstantine Buhler: Wow. Hema Raghavan: So it was table stakes just given the domain we were going into. AI growth at LinkedInKonstantine Buhler: So we talked a lot about AI and graph learning. You have been in the AI space for a long time, Hema. Can you tell us a little bit about what you developed at LinkedIn, and specifically what AI growth was at LinkedIn? Maybe if you can, how graph neural networks help there and the types of challenges that you dealt with really, really large scale operationalizing AI? Hema Raghavan: Yeah, that’s a great question. So I joined LinkedIn just a couple of years after the IPO, and AI was making its way into various products. I joined the growth team, and the team I first led was the “People You May Know” team. And People You May Know is all about graphs; it’s about large scale graphs. And the amazing thing about LinkedIn was how closely tied People You May Know—because it’s a social network—was to our core consumer metrics. So I had come to LinkedIn as an AI researcher, and I suddenly found myself responsible for one of its core KPIs, which was sessions and monthly active users. And by then I’d also started owning notifications, which is a huge part of the growth ecosystem at LinkedIn. And along the way, we had to start operationalizing AI. And before MLOps became a word, we were actually thinking about, hey, how do you—from the time when you deploy a model, how do you measure, how do you A-B test, and then how do you maintain a model in production? We would see models degrade in production. We would see … Konstantine Buhler: Why is that, by the way? Why did you see that so frequently? If the graph wasn’t losing nodes or edges, why would it degrade over time? Hema Raghavan: Because depending on your business problem and the kind of behavioral change. People behave on LinkedIn in the new year very differently from summer break, right? So creating those pipelines which do auto training, those all became very important. And then when you talk about scale, that was an interesting problem as well, because I started at LinkedIn when we were, I think, 400 million members, and then it was rapidly growing. So that’s when we had to start thinking about infrastructure and the fact that the CPU-based algorithms, we can’t just keep horizontally scaling them. So what would be more efficient ways to run AI models in production? Graph neural networks now at LinkedIn, and I want to say there’s been an amazing team that took it forward after I left as well. It took them about four to five years to build and many, many, many engineers. But now it powers everything from the ads to the feed to jobs and so on. They published a paper recently about it. The data sophistication curveKonstantine Buhler: So you guys, the founders—there’s three founders at Kumo—you were senior AI leads at LinkedIn, at Airbnb, at Pinterest. All those are massive scale, also really sophisticated. That can be, I think, intimidating for smaller companies that have problems and say, “Wait, this is a champagne problem. This is what the hyperscalers with hundreds of millions of users have and we don’t have nearly the same problem.” Is that true? And what kinds of companies are not a good fit for graph learning? Hema Raghavan: That’s a great question. So I think there are two things. The first question is the reason why we ended up inventing predictor query language, because what we needed to do was create a platform that was super easy to use, right? And many of the other companies had few data scientists and large numbers of potential avenues where they wanted to bring AI. So oftentimes what we would get is, “Hey, we would love to be a LinkedIn, an Airbnb or a Pinterest, but we can’t put so many people to it.” So giving them that easy-to-use interface, and giving them that managed infrastructure at scale actually lets us get in. But that said, when is Kumo not a fit? Kumo is not a fit if you’re so early on that you haven’t figured out your data landscape. So sometimes we’ll talk to customers who are super excited about Kumo, but they haven’t figured out how to measure the value of AI. Or sometimes we’ll talk to customers and they’re still in spreadsheets, and they’re moving to one of the warehouses. So we’ll say, “You know, get the data layout settled.” It’s like building a city, right? You’ve got to have your roads and the foundation first, and then the vehicles come on it. So we’ll wait, and customers come back in a year or so. Konstantine Buhler: But there’s no category or type of problem. It’s more a data sophistication. Hema Raghavan: Exactly. Konstantine Buhler: I see. Hema Raghavan: Yeah. But you don’t have to be so far along the sophistication curve. You don’t have to be an Airbnb or LinkedIn. Konstantine Buhler: Yeah, it’s table stake. You know certain KPIs that can be optimized by an algorithm. Hema Raghavan: Yeah. Konstantine Buhler: You can quantify certain things, A. And then B, you have access to that data and something that you can plug into like a data warehouse. Hema Raghavan: Yeah. And the way I’d look at the evolution of an organization and data is often that they’ll—you, of course, have to know what your product market fit is. After that, you start figuring out your data ecosystem. You build your data ecosystem for analytics, because now you’ve built a product, you’ve got to start measuring what that product is doing, what the behavior is. And that’s when leaders usually start thinking about AI, which is, “Okay, now I know how to query the past, but I now need to start bringing in AI to instrument the change that I need in the ecosystem.” Vision for the futureSonya Huang: I’d love to close with some questions about your vision for the future. Maybe—you know, you’ve been in AI for a long time. You mentioned you were an NLP before BERT was a thing. Hema Raghavan: Yeah. Sonya Huang: What are you most excited about in AI most broadly? Hema Raghavan: Oh, I think I’m most excited very broadly about the productivity gains it’s giving all of us. I mean, Kumo is one part of it, but just how we write documents or how we—or think about health, right? Like, if health improves, productivity improves. For example, if you’re just using one of those health apps that do monitoring but nudge you for behavioral change, that is better health, it’s better productivity. So what I’m most excited about is how we’re going to evolve as a human race with all of these productivity gains. Konstantine Buhler: What about technically? What features or approaches or algorithms or venues do you think are going to be most interesting? Hema Raghavan: I’ve always found the big innovations come at the intersection of hardware and software. And I think while GPUs were invented for graphics, there’s probably something more that has to happen on the processor side so that you can scale these graph neural networks or neural networks further, make models maybe less expensive. So I’m looking forward to that technically. Sonya Huang: What about your vision for the future of Kumo? What can we expect to come out of the product in the future? Hema Raghavan: So in terms of Kumo’s vision, I’m actually really excited about the kinds of apps people are going to build with Kumo. We’re starting to see people plumb Kumo with LangChain and Pinecone, and put together apps like the one we talked about, like the, you know, chat agent that recommends for you the yellow summer dresses, right? So I’m very excited about the top layer of applications that are going to get built on top of Kumo, and what that’s going to power. Konstantine Buhler: So Hema, one of the star features about you, you’re incredibly technically deep, but you also are really good at culture. If you talk to anyone at Kumo, there’s basically no regrettable turn ever. And you guys hire some of the best PhDs in the world in ML, and certainly in graph ML. How do you do that? What have you done to make the Kumo culture exceptional, and to have so much retention within your team? Hema Raghavan: I was at a leadership training once, and we had to think about what our true north was. And I realized that—and the ‘true north’ concept defines your true north, which is a value as who you are but, you know, the kinds of problems you solve either in your work and what you bring to the table. And for me, it’s always about empowering people to do more than what they think they can. So it’s common to empower people to get to full potential, but it’s those a-ha moments like, “Wow, I built this!” So you hire a smart team, you get them—I think good managers step away, but have their eye on how the team is operating. And you get people to innovate, get people to own what they’re building. So just see that vision. So you want to be able to hire people, whether it was LinkedIn where the value was economic opportunity, or at Kumo, where the value is about building an AI platform that makes AI so easy to use. It’s about when you bring smart people together that rally together on the same value, that’s when magic happens. And my job is to just let the magic happen. Konstantine Buhler: Hema, why is there passion around relational data? You could have done—we’ve talked about this sometimes in the past. You could have used graph learning as a different type of architecture to do language models, or you could have done graph learning to do any sort of AI. Hema Raghavan: Right. Konstantine Buhler: Once you’ve figured out at scale, how to do the generalization, why can’t you do the specifics by taking this big marble block and carving away all the nodes and edges until you get to a superior architecture. But you decided to do it on relational data. Why is that? Relational data usually is not the most exciting thing in the world for most people. Hema Raghavan: Yeah. Konstantine Buhler: But it is your life passion. Hema Raghavan: Because nobody else was doing it. And there’s so much data in relational format, and that was such a pain in our past jobs. So I feel like there’s magic happening in the core area of NLP, where, you know, I’m happy to see that revolution and all the investment that’s happening there—people, money and so on. But there’s this whole workload that’s out there, a whole set of data scientists that work on those workloads. How do we bring that magic to them? So it’s really about the opportunity and the past pain that each of us saw in our previous jobs. Sonya Huang: Okay, I have one last question. For the young Konstantines out there who are watching this episode on YouTube, what advice do you have for aspiring AI engineers who want to really make a dent in the field in the future? Konstantine Buhler: She has a specific yellow dress recommendation. Hema Raghavan: [laughs] I would actually say tools come and go, languages come and go. I know there’s a lot about learning Python and taking the class on the latest deep learning, but I would say don’t skip your probability and linear algebra classes, because whatever method has been there in the last several decades, it’s always come down to core linear algebra and probability. So don’t skip those classes. Sonya Huang: Great. Konstantine Buhler: And mine is: there’s a lot of graph enthusiasts out there. When do graph neural networks come main stage in the AI revolution? Best guess for timeline. Hema Raghavan: I think we’re getting there. I was at a conference called KDD recently. It’s one of the biggest data mining conferences. A lot of academics, lot of industry folks, and more than half the papers were graph neural networks. So I think we’re sitting at that explosion. It’s going to happen. Sonya Huang: Thank you, Hema. This was fantastic. Hema Raghavan: Thank you, Sonya. And thank you, Konstantine. It was lovely being here. Mentioned in this episodeMentioned in this episode: Graph Neural Networks: Learning mechanism for data in graph format, the basis of the Kumo product Graph RAG: Popular extension of retrieval-augmented generation using GNNs LiGNN: Graph Neural Networks at LinkedIn paper  KDD: Knowledge Discovery and Data Mining Conference <div class="framer-mcvrsd" id="

Hema Raghavan is co-founder of Kumo, a company that makes graph neural networks accessible to enterprises by connecting to their relational data stored in Snowflake and Databricks. Hema talks about how running GNNs on GPUs has led to breakthroughs in performance as well as the query language Kumo developed to help companies predict future data points. Although approachable for non-technical users, the product provides full control for data scientists who use Kumo to automate time-consuming feature engineering pipelines.

Mentioned in this episode:

Graph Neural Networks: Learning mechanism for data in graph format, the basis of the Kumo product

Graph RAG: Popular extension of retrieval-augmented generation using GNNs

LiGNN: Graph Neural Networks at LinkedIn paper

KDD: Knowledge Discovery and Data Mining Conference

Hosted by: Konstantine Buhler and Sonya Huang, Sequoia Capital

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