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Artificial intelligence (AI) company (in Montréal, Canada) attracts $135M in funding from Microsoft, Intel, Nvidia and others

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It seems there’s a push on to establish Canada as a centre for artificial intelligence research and, if the federal and provincial governments have their way, for commercialization of said research. As always, there seems to be a bit of competition between Toronto (Ontario) and Montréal (Québec) as to which will be the dominant hub for the Canadian effort if one is to take Braga’s word for the situation.

In any event, Toronto seemed to have a mild advantage over Montréal initially with the 2017 Canadian federal government  budget announcement that the Canadian Institute for Advanced Research (CIFAR), based in Toronto, would launch a Pan-Canadian Artificial Intelligence Strategy and with an announcement from the University of Toronto shortly after (from my March 31, 2017 posting),

On the heels of the March 22, 2017 federal budget announcement of $125M for a Pan-Canadian Artificial Intelligence Strategy, the University of Toronto (U of T) has announced the inception of the Vector Institute for Artificial Intelligence in a March 28, 2017 news release by Jennifer Robinson (Note: Links have been removed),

A team of globally renowned researchers at the University of Toronto is driving the planning of a new institute staking Toronto’s and Canada’s claim as the global leader in AI.

Geoffrey Hinton, a University Professor Emeritus in computer science at U of T and vice-president engineering fellow at Google, will serve as the chief scientific adviser of the newly created Vector Institute based in downtown Toronto.

“The University of Toronto has long been considered a global leader in artificial intelligence research,” said U of T President Meric Gertler. “It’s wonderful to see that expertise act as an anchor to bring together researchers, government and private sector actors through the Vector Institute, enabling them to aim even higher in leading advancements in this fast-growing, critical field.”

As part of the Government of Canada’s Pan-Canadian Artificial Intelligence Strategy, Vector will share $125 million in federal funding with fellow institutes in Montreal and Edmonton. All three will conduct research and secure talent to cement Canada’s position as a world leader in AI.

However, Montréal and the province of Québec are no slouches when it comes to supporting to technology. From a June 14, 2017 article by Matthew Braga for CBC (Canadian Broadcasting Corporation) news online (Note: Links have been removed),

One of the most promising new hubs for artificial intelligence research in Canada is going international, thanks to a $135 million investment with contributions from some of the biggest names in tech.

The company, Montreal-based Element AI, was founded last October [2016] to help companies that might not have much experience in artificial intelligence start using the technology to change the way they do business.

It’s equal parts general research lab and startup incubator, with employees working to develop new and improved techniques in artificial intelligence that might not be fully realized for years, while also commercializing products and services that can be sold to clients today.

It was co-founded by Yoshua Bengio — one of the pioneers of a type of AI research called machine learning — along with entrepreneurs Jean-François Gagné and Nicolas Chapados, and the Canadian venture capital fund Real Ventures.

In an interview, Bengio and Gagné said the money from the company’s funding round will be used to hire 250 new employees by next January. A hundred will be based in Montreal, but an additional 100 employees will be hired for a new office in Toronto, and the remaining 50 for an Element AI office in Asia — its first international outpost.

They will join more than 100 employees who work for Element AI today, having left jobs at Amazon, Uber and Google, among others, to work at the company’s headquarters in Montreal.

The expansion is a big vote of confidence in Element AI’s strategy from some of the world’s biggest technology companies. Microsoft, Intel and Nvidia all contributed to the round, and each is a key player in AI research and development.

The company has some not unexpected plans and partners (from the Braga, article, Note: A link has been removed),

The Series A round was led by Data Collective, a Silicon Valley-based venture capital firm, and included participation by Fidelity Investments Canada, National Bank of Canada, and Real Ventures.

What will it help the company do? Scale, its founders say.

“We’re looking at domain experts, artificial intelligence experts,” Gagné said. “We already have quite a few, but we’re looking at people that are at the top of their game in their domains.

“And at this point, it’s no longer just pure artificial intelligence, but people who understand, extremely well, robotics, industrial manufacturing, cybersecurity, and financial services in general, which are all the areas we’re going after.”

…

Gagné says that Element AI has already delivered 10 projects to clients in those areas, and have many more in development. In one case, Element AI has been helping a Japanese semiconductor company better analyze the data collected by the assembly robots on its factory floor, in a bid to reduce manufacturing errors and improve the quality of the company’s products.

…

There’s more to investment in Québec’s AI sector than Element AI (from the Braga article; Note: Links have been removed),

Element AI isn’t the only organization in Canada that investors are interested in.

In September, the Canadian government announced $213 million in funding for a handful of Montreal universities, while both Google and Microsoft announced expansions of their Montreal AI research groups in recent months alongside investments in local initiatives. The province of Quebec has pledged $100 million for AI initiatives by 2022.

…

Braga goes on to note some other initiatives but at that point the article’s focus is exclusively Toronto.

For more insight into the AI situation in Québec, there’s Dan Delmar’s May 23, 2017 article for the Montreal Express (Note: Links have been removed),

Advocating for massive government spending with little restraint admittedly deviates from the tenor of these columns, but the AI business is unlike any other before it. [emphasis misn] Having leaders acting as fervent advocates for the industry is crucial; resisting the coming technological tide is, as the Borg would say, futile.

The roughly 250 AI researchers who call Montreal home are not simply part of a niche industry. Quebec’s francophone character and Montreal’s multilingual citizenry are certainly factors favouring the development of language technology, but there’s ample opportunity for more ambitious endeavours with broader applications.

AI isn’t simply a technological breakthrough; it is the technological revolution. [emphasis mine] In the coming decades, modern computing will transform all industries, eliminating human inefficiencies and maximizing opportunities for innovation and growth — regardless of the ethical dilemmas that will inevitably arise.

“By 2020, we’ll have computers that are powerful enough to simulate the human brain,” said (in 2009) futurist Ray Kurzweil, author of The Singularity Is Near, a seminal 2006 book that has inspired a generation of AI technologists. Kurzweil’s projections are not science fiction but perhaps conservative, as some forms of AI already effectively replace many human cognitive functions. “By 2045, we’ll have expanded the intelligence of our human-machine civilization a billion-fold. That will be the singularity.”

The singularity concept, borrowed from physicists describing event horizons bordering matter-swallowing black holes in the cosmos, is the point of no return where human and machine intelligence will have completed their convergence. That’s when the machines “take over,” so to speak, and accelerate the development of civilization beyond traditional human understanding and capability.

…

The claims I’ve highlighted in Delmar’s article have been made before for other technologies, “xxx is like no other business before’ and “it is a technological revolution.”  Also if you keep scrolling down to the bottom of the article, you’ll find Delmar is a ‘public relations consultant’ which, if you look at his LinkedIn profile, you’ll find means he’s a managing partner in a PR firm known as Provocateur.

Bertrand Marotte’s May 20, 2017 article for the Montreal Gazette offers less hyperbole along with additional detail about the Montréal scene (Note: Links have been removed),

It might seem like an ambitious goal, but key players in Montreal’s rapidly growing artificial-intelligence sector are intent on transforming the city into a Silicon Valley of AI.

Certainly, the flurry of activity these days indicates that AI in the city is on a roll. Impressive amounts of cash have been flowing into academia, public-private partnerships, research labs and startups active in AI in the Montreal area.

…

…, researchers at Microsoft Corp. have successfully developed a computing system able to decipher conversational speech as accurately as humans do. The technology makes the same, or fewer, errors than professional transcribers and could be a huge boon to major users of transcription services like law firms and the courts.

Setting the goal of attaining the critical mass of a Silicon Valley is “a nice point of reference,” said tech entrepreneur Jean-François Gagné, co-founder and chief executive officer of Element AI, an artificial intelligence startup factory launched last year.

…

The idea is to create a “fluid, dynamic ecosystem” in Montreal where AI research, startup, investment and commercialization activities all mesh productively together, said Gagné, who founded Element with researcher Nicolas Chapados and Université de Montréal deep learning pioneer Yoshua Bengio.

“Artificial intelligence is seen now as a strategic asset to governments and to corporations. The fight for resources is global,” he said.

The rise of Montreal — and rival Toronto — as AI hubs owes a lot to provincial and federal government funding.

Ottawa promised $213 million last September to fund AI and big data research at four Montreal post-secondary institutions. Quebec has earmarked $100 million over the next five years for the development of an AI “super-cluster” in the Montreal region.

The provincial government also created a 12-member blue-chip committee to develop a strategic plan to make Quebec an AI hub, co-chaired by Claridge Investments Ltd. CEO Pierre Boivin and Université de Montréal rector Guy Breton.

But private-sector money has also been flowing in, particularly from some of the established tech giants competing in an intense AI race for innovative breakthroughs and the best brains in the business.

…

Montreal’s rich talent pool is a major reason Waterloo, Ont.-based language-recognition startup Maluuba decided to open a research lab in the city, said the company’s vice-president of product development, Mohamed Musbah.

“It’s been incredible so far. The work being done in this space is putting Montreal on a pedestal around the world,” he said.

Microsoft struck a deal this year to acquire Maluuba, which is working to crack one of the holy grails of deep learning: teaching machines to read like the human brain does. Among the company’s software developments are voice assistants for smartphones.

Maluuba has also partnered with an undisclosed auto manufacturer to develop speech recognition applications for vehicles. Voice recognition applied to cars can include such things as asking for a weather report or making remote requests for the vehicle to unlock itself.

Marotte’s Twitter profile describes him as a freelance writer, editor, and translator.

INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report): 2 of 3

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This is the middle commentary on the report titled,(INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research). Part 1 of my commentary having provided some introductory material and first thoughts about the report, this part offers more detailed thoughts and Part 3 offers ‘special cases’ and sums up some of the ideas first introduced in part 1.

The report: the good, the informative, and the problematic

As Canadian government reports go, this is quite readable and I’m delighted to note some sections are downright engaging. (Thank you to the writer)

Happily, the report acknowledges the problems with the usual measures for research performance (p. xiv print; p. 18 PDF in the Executive Summary and, also, in Chapter 3). Also happily, the panel describes how the scope of the disciplines was decided,

Among the early challenges for the Panel were misinterpretation of its moniker and the related scope of its work. The term “fundamental science” originated with federal Budget 2016, which announced the Government of Canada’s intent to undertake a review.3 Alignment of terminology followed. Some members of the anglophone research community were understandably concerned that the Panel’s mandate excluded applied science in a range of fields, as well as the social sciences and humanities. Francophone researchers, accustomed to les sciences sociales et humaines, were more sanguine.

Minister Duncan [Kirsty Duncan], whose own scholarship cuts across the natural sciences, social sciences, and humanities, made it clear from the outset that the Panel was to examine the full range of scientific and scholarly disciplines. The Panel’s secretariat and members similarly emphasized the breadth of our review. We were accordingly delighted to receive submissions from many researchers and organizations representative of disciplines supported by the three granting councils, others doing transdisciplinary research who sometimes find themselves in limbo, and others again frustrated that the lack of collaboration across the councils has effectively shut out their disciplines altogether.

A residual source of some confusion was the term “fundamental”, which is used infrequently in the social sciences and humanities even though much scholarship in those fields is arguably basic or conceptual.

The Panel again took a pragmatic view. Our mandate was derived in meaningful measure from concerns that Canada’s capacity for generation of exciting new knowledge had been eroded. We therefore assumed our remit ranged from basic science focused on making major discoveries to applied science with important technological implications, and from deep philosophical inquiry to rigorous economic evaluations of policies and programs.

The Panel emphasizes in this latter regard that societies without great science and scholarship across a wide range of disciplines are impoverished in multiple dimensions. From the social sciences and humanities, contributions range from deeper understanding of the complexity of human nature and social structures to grace in self-expression and excellence and beauty in the creative and performing arts. From the natural and health sciences and engineering, while attention often focuses on practical applications, basic research provides the breakthrough insights that fundamentally change our understanding of the natural world and our cosmos. We return to this subject in Chapter 2.

The Panel also observes that these categorizations are all focused on research subject matter, when in fact the subject that really matters may be the person doing the research. Postsecondary education enriched by exposure to basic research provides citizens with an outlook and intellectual tools that are extraordinarily well-suited to technological and social innovation. Indeed, countless authors of abstract graduate theses have gone on to lives of deep and productive engagement with practical problems, bringing with them perspectives that reflect an inquiring and critical mind.

In brief, the Panel’s primary interest is in the extramural research realm, and particularly in supports for research into topics chosen by scholars and scientists from the full range of disciplines, using methods that they have developed or adapted, and subject to review by research colleagues. This research may be basic or applied. It may be project-based or programmatic. And it may have early application or no immediate relevance. However, a key criterion is that the work is sufficiently excellent to withstand critical scrutiny by peers, [emphasis mine] and produces knowledge that, after appropriate review, can be shared widely to advance the collective store of knowledge and ideas in the relevant field or fields. (p. 4-5 print; pp. 38-9 PDF)

Here’s a problem not mentioned in the report. Sometimes, the most exciting work is not appreciated or even approved by your peers. Daniel Schechtman’s work with quasicrystals  illustrates the issue (from the Dan Schechtman Wikipedia entry),

“I was a subject of ridicule and lectures about the basics of crystallography. The leader of the opposition to my findings was the two-time Nobel Laureate Linus Pauling, [emphasis mine] the idol of the American Chemical Society and one of the most famous scientists in the world. For years, ’til his last day, he fought against quasi-periodicity in crystals. He was wrong, and after a while, I enjoyed every moment of this scientific battle, knowing that he was wrong.”[citation needed]

Linus Pauling is noted saying “There is no such thing as quasicrystals, only quasi-scientists.”[15] Pauling was apparently unaware of a paper in 1981 by H. Kleinert and K. Maki which had pointed out the possibility of a non-periodic Icosahedral Phase in quasicrystals[16] (see the historical notes). The head of Shechtman’s research group told him to “go back and read the textbook” and a couple of days later “asked him to leave for ‘bringing disgrace’ on the team.”[17] [emphasis mine] Shechtman felt dejected.[15] On publication of his paper, other scientists began to confirm and accept empirical findings of the existence of quasicrystals.[18][19]

Schechtman does get back into the lab, finds support for his discovery from other scientists, and wins the Nobel Prize for Chemisty in 2011. But, that first few years was pretty rough sledding. As for the problem, how can you tell the difference between ground-breaking research and a ‘nutbar’ theory?

Getting back to the report, there’s a very nice listing of research milestones (the inception of various funding agencies, science ministries, important reports, and more) in the Canadian research landscape on pp. 8-9 print; pp. 42-3 PDF. The list stretches from 1916 to 2016. Oddly, the 2011 Jenkins report (also known as the Review of Federal Support to R&D report) is not on the list. Of course, it was a report commissioned by the then Conservative federal government.

Chapter 2 is the ‘Case for Science and Inquiry’ and it includes a bit of a history of the world, geologically speaking (p. 18 print; p. 52 PDF), and more. The scholars that are referenced tend to be from Europe and the US (sigh … isn’t there a way to broaden our perspectives?).

I was surprised that they didn’t include Wilder Penfield’s work in their partial listing of Canadian discoveries, and achievements in natural sciences, engineering, and health (p. 22 print; p. 56 PDF). From the Wilder Penfield Wikipedia entry*,

Wilder Graves Penfield OM CC CMG FRS[1] (January 26, 1891 – April 5, 1976) was an American-Canadian pioneering neurosurgeon once dubbed “the greatest living Canadian.”[2] He expanded brain surgery’s methods and techniques, including mapping the functions of various regions of the brain such as the cortical homunculus. His scientific contributions on neural stimulation expand across a variety of topics including hallucinations, illusions, and déjà vu. Penfield devoted a lot of his thinking to mental processes, including contemplation of whether there was any scientific basis for the existence of the human soul.[2]

Also mildly surprising was Ursula Franklin’s exclusion from their sampling of great Canadian thinkers in the social science and humanities (p. 23 print; p. 57 PDF) especially as there seems to be room for one more entry. From the Ursula Franklin Wikipedia entry,

Ursula Martius Franklin, CC OOnt FRSC (16 September 1921 – 22 July 2016), was a German-Canadian metallurgist, research physicist, author, and educator who taught at the University of Toronto for more than 40 years.[1] …

Franklin is best known for her writings on the political and social effects of technology. For her, technology was much more than machines, gadgets or electronic transmitters. It was a comprehensive system that includes methods, procedures, organization, “and most of all, a mindset”.[5] …

For some, Franklin belongs in the intellectual tradition of Harold Innis and Jacques Ellul who warn about technology’s tendency to suppress freedom and endanger civilization.[8] …

As noted earlier, Chapter 3 offers information about typical measures for scientific impact. There were two I didn’t mention. First, there are the scores for interprovincial collaboration. While we definitely could improve our international collaboration efforts, it’s the interprovincial efforts that tend to be pitiful (Note: I’ve had to create the table myself so it’s not identical to the report table’s format),

Province or Territory  Collaborative rates 2003-2014
Interprovincial International
Alberta 24.4 42.5
British Columbia 23.0 48.2
Manitoba 33.5 39.7
New Brunswick 35.7 38.0
Newfoundland and Labrador 33.6 38.7
Northwest Territories 86.9 32.5
Nova Scotia 34.7 40.9
Nunavut 85.7 34.5
Ontario 14.8 43.4
Prince Edward island 46.7 40.6
Québec 16.9 43.8
Saskatchewan 33.9 41.7
Yukon 79.4 39.0
Canada 9.8 43.7

* *The interprovincial collaboration rates (IPC) are computed on whole counts, not fractional counts. So, for example, a publication with authors from four provinces would count as one for Canada and one for each of the provinces. So the IPC for the whole of Canada would be 1 out of 874,475 (Canada’s whole publication count over 2003–2014) and the IPC for Ontario (for example) would be 1 out of 396,811 (the whole count for Ontario). Therefore the interprovincial collaboration rate would be lower for Canada than for Ontario. (p. 39 print; 73 PDF)

Second, there are the prizes,

Moving from highly-cited researchers and papers to the realm of major international research prizes takes us further into the realm of outlying talent. Major international prizes for research are relevant measures because they bring great prestige not just to individuals and teams, but also to institutions and nations. They are also the culmination of years of excellence in research and, particularly when prizes are won repeatedly across a range of disciplines, they send strong signals to the world about the health of a nation’s basic research ecosystem.

Unfortunately, Canada’s performance in winning international prizes is also lagging. In 2013 the Right Honourable David Johnston, Governor General of Canada, and Dr Howard Alper, then chair of the national Science, Technology and Innovation Council (STIC), observed that Canadians underperform “when it comes to the world’s most distinguished awards”, e.g., Nobel Prize, Wolf Prize, and Fields Medal. They added: “In the period from 1941 to 2008, Canadians received 19 of the top international awards in science—an impressive achievement, to be sure, but lacking when compared with the United States (with 1,403 winners), the United Kingdom (222), France (91), Germany (75) and Australia (42).”22 ix

There is an interesting wrinkle to the dominance of the U.S. in Nobel prizes.23 Over 30 per cent of all U.S. Nobel laureates since 1950 were foreign-born, with that proportion rising over time. From 2007 to 2016, the 54 Nobel prizes awarded to U.S.-based researchers included 20 immigrants. Sources differ as to whether more of the U.S. Nobel laureates originated from Canada or Germany, but the best estimate is that, since 1901, there have been 15 Canadian-born, and in many cases Canadian-educated, Nobel laureates based in the U.S.—double the total number of Nobel prizes awarded to Canadian-based researchers in the same period.

From the standpoint of international recognition, 2015 was an exceptional year. Canadians won two of the pinnacle awards: a Nobel prize (Arthur McDonald for Physics) and a Wolf prize (James Arthur for Mathematics). Those prizes celebrate work that exemplifies two very different models of discovery. As a theoretical mathematician, Dr Arthur’s pioneering papers in automorphic forms have been overwhelmingly sole-authored; his long-term support has come from modest NSERC Discovery Grants. As a particle physicist, Dr McDonald has led a large team in developing and operating the renowned Sudbury Neutrino Laboratory, a major science facility purpose-built deep in an active nickel mine, where startling observations have been made that are forcing a reconsideration of The Standard Model for Elementary Particles. In both cases, however, what matters is that the work began decades ago, and Canada provided long-term support at the levels and in forms required to enable path-breaking discoveries to be made.

Canada cannot assume that there will be a series of other pinnacle prizes awarded based on discoveries that tap into work initiated in the 1970s and 1980s. To ensure a continuous pipeline of successful nominations for international awards, research institutions must be supported consistently to recruit and retain outstanding scholars and scientists. They in turn must be supported to create world-class research environments through meritocratic adjudication processes that offer fair access to appropriate levels of consistent funding for scientific inquiry. Our assessment thus far has not given us great confidence that these winning conditions are being created, let alone enhanced. (pp. 46-7 print; pp. 80-1 PDF)

I found one more interesting bit in the report, a dated list of Canadian science advice vehicles. Somewhat optimistically given the speed with which the initiative has moved forward, they’ve listed a Canadian chief science advisor for 2017 (p. 54 print; p. 88 PDF). Understandably, since it is a recommendation, they left out the NACRI, .

Again, here’s a link to the other parts:

INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report) Commentaries

Part 1

Part 3

*’enty’ corrected to ‘entry’ and a link to Wilder Penfield’s Wikipedia entry was added on June 15, 2017.

INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report): 1 of 3

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This sucker (INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research, also known as, Canada’s Fundamental Science Review 2017 or the Naylor report) is a 280 pp. (PDF) and was released on Monday, April 10, 2017. I didn’t intend that this commentary should stretch out into three parts (sigh). Them’s the breaks. This first part provides an introduction to the panel and the report as well as some ‘first thoughts’. Part 2 offers more detailed thoughts and Part 3 offers ‘special cases’ and sums up some of the ideas first introduced in part 1.

I first wrote about this review in a June 15, 2017 posting where amongst other comments I made this one,

Getting back to the review and more specifically, the panel, it’s good to see that four of the nine participants are women but other than that there doesn’t seem to be much diversity, i.e.,the majority (five) spring from the Ontario/Québec nexus of power and all the Canadians are from the southern part of country. Back to diversity, there is one business man, Mike Laziridis known primarily as the founder of Research in Motion (RIM or more popularly as the Blackberry company) making the panel not a wholly ivory tower affair. Still, I hope one day these panels will have members from the Canadian North and international members who come from somewhere other than the US, Great Britain, and/or if they’re having a particularly wild day, Germany. Here are some candidate countries for other places to look for panel members: Japan, Israel, China, South Korea, and India. Other possibilities include one of the South American countries, African countries, and/or the Middle Eastern countries.

Take the continent of Africa for example, where many countries seem to have successfully tackled one of the issues as we face. Specifically, the problem of encouraging young researchers. …

Here’s a quick summary about the newly released report from the April 10, 2017 federal government news release on Canada’s Public Policy Forum,

Today [April 10, 2017], the Government of Canada published the final report of the expert panel on Canada’s Fundamental Science Review. Commissioned by the Honourable Kirsty Duncan, Minister of Science, the report by the blue-ribbon panel offers a comprehensive review of the mechanisms for federal funding that supports research undertaken at academic institutions and research institutes across Canada, as well as the levels of that funding. It provides a multi-year blueprint for improving the oversight and governance of what the panelists call the “research ecosystem.” The report also recommends making major new investments to restore support for front-line research and strengthen the foundations of Canadian science and research at this pivotal point in global history.

The review is the first of its type in more than 40 years. While it focused most closely on the four major federal agencies that support science and scholarly inquiry across all disciplines, the report also takes a wide-angle view of governance mechanisms ranging from smaller agencies to big science facilities. Another issue closely examined by the panel was the effect of the current configuration of funding on the prospects of early career researchers—a group that includes a higher proportion of women and is more diverse than previous generations of scientists and scholars.

The panel’s deliberations were informed by a broad consultative process. The panel received 1,275 written submissions [emphasis mine] from individuals, associations and organizations. It also held a dozen round tables in five cities, engaging some 230 researchers [emphasis mine] at different career stages.

Among the findings:

  • Basic research worldwide has led to most of the technological, medical and social advances that make our quality of life today so much better than a century ago. Canadian scientists and scholars have contributed meaningfully to these advances through the decades; however, by various measures, Canada’s research competitiveness has eroded in recent years.
  • This trend emerged during a period when there was a drop of more than 30 percent in real per capita funding for independent or investigator-led research by front-line scientists and scholars in universities, colleges, institutes and research hospitals. This drop occurred as a result of caps on federal funding to the granting councils and a dramatic change in the balance of funding toward priority-driven and partnership-oriented research.
  • Canada is an international outlier in that funding from federal government sources accounts for less than 25 percent of total spending on research and development in the higher education sector. While governments sometimes highlight that, relative to GDP, Canada leads the G7 in total spending by this sector, institutions themselves now underwrite 50 percent of these costs—with adverse effects on both research and education.
  • Coordination and collaboration among the four key federal research agencies [Canada Foundation for Innovation {CFI}; Social Sciences and Humanities Research Council {SSHRC}; Natural Sciences and Engineering Research Council {NSERC}; Canadian Institutes of Health Research {CIHR}] is suboptimal, with poor alignment of supports for different aspects of research such as infrastructure, operating costs and personnel awards. Governance and administrative practices vary inexplicably, and support for areas such as international partnerships or multidisciplinary research is uneven.
  • Early career researchers are struggling in some disciplines, and Canada lacks a career-spanning strategy for supporting both research operations and staff.
  • Flagship personnel programs such as the Canada Research Chairs have had the same value since 2000. Levels of funding and numbers of awards for students and post-doctoral fellows have not kept pace with inflation, peer nations or the size of applicant pools.

The report also outlines a comprehensive agenda to strengthen the foundations of Canadian extramural research. Recommended improvements in oversight include:

  • legislation to create an independent National Advisory Council on Research and Innovation (NACRI) that would work closely with Canada’s new Chief Science Advisor (CSA) to raise the bar in terms of ongoing evaluations of all research programming;
  • wide-ranging improvements to oversight and governance of the four agencies, including the appointment of a coordinating board chaired by the CSA; and
  • lifecycle governance of national-scale research facilities as well as improved methods for overseeing and containing the growth in ad-hoc funding of smaller non-profit research entities.

With regard to funding, the panel recommends a major multi-year reinvestment in front-line research, targeting several areas of identified need. Each recommendation is benchmarked and is focused on making long-term improvements in Canada’s research capacity. The panel’s recommendations, to be phased in over four years, would raise annual spending across the four major federal agencies and other key entities from approximately $3.5 billion today to $4.8 billion in 2022. The goal is to ensure that Canada benefits from an outsized concentration of world-leading scientists and scholars who can make exciting discoveries and generate novel insights while educating and inspiring the next generation of researchers, innovators and leaders.

Given global competition, the current conditions in the ecosystem, the role of research in underpinning innovation and educating innovators, and the need for research to inform evidence-based policy-making, the panel concludes that this is among the highest-yield investments in Canada’s future that any government could make.

The full report is posted on www.sciencereview.ca.

Quotes

“In response to the request from Prime Minister Trudeau and Minister Duncan, the Science Review panel has put together a comprehensive roadmap for Canadian pre-eminence in science and innovation far into the future. The report provides creative pathways for optimizing Canada’s investments in fundamental research in the physical, life and social sciences as well as the humanities in a cost effective way. Implementation of the panel’s recommendations will make Canada the destination of choice for the world’s best talent. It will also guarantee that young Canadian researchers can fulfill their dreams in their own country, bringing both Nobel Prizes and a thriving economy to Canada. American scientists will look north with envy.”

– Robert J. Birgeneau, Silverman Professor of Physics and Public Policy, University of California, Berkeley

“We have paid close attention not only to hard data on performance and funding but also to the many issues raised by the science community in our consultations. I sincerely hope the report will serve as a useful guide to policy-makers for years to come.”

– Martha Crago, Vice-President, Research and Professor of Human Communication Disorders, Dalhousie University

“Science is the bedrock of modern civilization. Our report’s recommendations to increase and optimize government investments in fundamental scientific research will help ensure that Canada’s world-class researchers can continue to make their critically important contributions to science, industry and society in Canada while educating and inspiring future generations. At the same time, such investments will enable Canada to attract top researchers from around the world. Canada must strategically build critical density in our researcher communities to elevate its global competitiveness. This is the path to new technologies, new businesses, new jobs and new value creation for Canada.”

– Mike Lazaridis, Founder and Managing Partner, Quantum Valley Investments

“This was a very comprehensive review. We heard from a wide range of researchers—from the newest to those with ambitious, established and far-reaching research careers. At all these levels, researchers spoke of their gratitude for federal funding, but they also described enormous barriers to their success. These ranged from personal career issues like gaps in parental leave to a failure to take gender, age, geographic location and ethnicity into account. They also included mechanical and economic issues like gaps between provincial and federal granting timelines and priorities, as well as a lack of money for operating and maintaining critical equipment.”

– Claudia Malacrida, Associate Vice-President, Research and Professor of Sociology, University of Lethbridge

“We would like to thank the community for its extensive participation in this review. We reflect that community perspective in recommending improvements to funding and governance for fundamental science programs to restore the balance with recent industry-oriented programs and improve both science and innovation in Canada.”

– Arthur B. McDonald, Professor Emeritus, Queen’s University

“This report sets out a multi-year agenda that, if implemented, could transform Canadian research capacity and have enormous long-term impacts across the nation. It proffers a legacy-building opportunity for a new government that has boldly nailed its colours to the mast of science and evidence-informed policy-making. I urge the Prime Minister to act decisively on our recommendations.”

– C. David Naylor, Professor of Medicine, University of Toronto (Chair)

“This report outlines all the necessary ingredients to advance basic research, thereby positioning Canada as a leading ‘knowledge’ nation. Rarely does a country have such a unique opportunity to transform the research landscape and lay the foundation for a future of innovation, prosperity and well-being.”

– Martha C. Piper, President Emeritus, University of British Columbia

“Our report shows a clear path forward. Now it is up to the government to make sure that Canada truly becomes a world leader in how it both organizes and financially supports fundamental research.”

– Rémi Quirion, Le scientifique en chef du Québec

“The government’s decision to initiate this review reflected a welcome commitment to fundamental research. I am hopeful that the release of our report will energize the government and research community to take the next steps needed to strengthen Canada’s capacity for discovery and research excellence. A research ecosystem that supports a diversity of scholars at every career stage conducting research in every discipline will best serve Canada and the next generation of students and citizens as we move forward to meet social, technological, economic and ecological challenges.”

– Anne Wilson, Professor of Psychology, Wilfrid Laurier University

Quick facts

  • The Fundamental Science Review Advisory Panel is an independent and non-partisan body whose mandate was to provide advice and recommendations to the Minister of Science on how to improve federal science programs and initiatives.
  • The panel was asked to consider whether there are gaps in the federal system of support for fundamental research and recommend how to address them.
  • The scope of the review included the federal granting councils along with some federally funded organizations such as the Canada Foundation for Innovation.

First thoughts

Getting to the report itself, I have quickly skimmed through it  but before getting to that and for full disclosure purposes, please note, I made a submission to the panel. That said, I’m a little disappointed. I would have liked to have seen a little more imagination in the recommendations which set forth future directions. Albeit the questions themselves would not seem to encourage any creativity,

Our mandate was summarized in two broad questions:

1. Are there any overall program gaps in Canada’s fundamental research funding ecosystem that need to be addressed?

2. Are there elements or programming features in other countries that could provide a useful example for the Government of Canada in addressing these gaps? (p. 1 print; p. 35 PDF)

A new agency to replace the STIC (Science, Technology and Innovation Council)

There are no big surprises. Of course they’ve recommended another organization, NACRI [National Advisory Council on Research and Innovation], most likely to replace the Conservative government’s advisory group, the Science, Technology and Innovation Council (STIC) which seems to have died as of Nov. 2015, one month after the Liberals won. There was no Chief Science Advisor under the Conservatives. As I recall, the STIC replaced a previous Liberal government’s advisory group and Chief Science Advisor (Arthur Carty, now the executive director of the Waterloo [as in University of Waterloo] Institute of Nanotechnology).

Describing the NACRI as peopled by volunteers doesn’t exactly describe the situation. This is the sort of ‘volunteer opportunity’ a dedicated careerist salivates over because it’s a career builder where you rub shoulders with movers and shakers in other academic institutions, in government, and in business. BTW, flights to meetings will be paid for along with per diems (accommodations and meals). These volunteers will also have a staff. Admittedly, it will be unpaid extra time for the ‘volunteer’ but the payoff promises to be considerable.

Canada’s eroding science position

There is considerable concern evinced over Canada’s eroding position although we still have bragging rights in some areas (regenerative medicine, artificial intelligence for two areas). As for erosion, the OECD (Organization for Economic Cooperation and Development) dates the erosion back to 2001 (from my June 2, 2014 posting),

Interestingly, the OECD (Organization for Economic Cooperation and Development) Science, Technology and Industry Scoreboard 2013 dates the decline to 2001. From my Oct. 30, 2013 posting (excerpted from the scorecard),

Canada is among the few OECD countries where R&D expenditure declined between 2000 and 2011 (Figure 1). This decline was mainly due to reduced business spending on R&D. It occurred despite relatively generous public support for business R&D, primarily through tax incentives. In 2011, Canada was amongst the OECD countries with the most generous tax support for R&D and the country with the largest share of government funding for business R&D being accounted for by tax credits (Figure 2). …

It should be noted, the Liberals have introduced another budget with flat funding for science (if you want to see a scathing review see Nassif Ghoussoub’s (professor of mathematics at the University of British Columbia April 10, 2017 posting) on his Piece of Mind blog). Although the funding isn’t quite so flat as it might seem at first glance (see my March 24, 2017 posting about the 2017 budget). The government explained that the science funding agencies didn’t receive increased funding as the government was waiting on this report which was released only weeks later (couldn’t they have a sneak preview?). In any event, it seems it will be at least a year before the funding issues described in the report can be addressed through another budget unless there’s some ‘surprise’ funding ahead.

Again, here’s a link to the other parts:

INVESTING IN CANADA’S FUTURE; Strengthening the Foundations of Canadian Research (Review of fundamental research final report) Commentaries

Part 2

Part 3

The insanity of Canadian science outreach (Science Odyssey, May 12 – 21, 2017 and Science RendezVous on May 13, 2017)

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When was the last time you saw a six-year old or a twelve-year old attend a political candidates’ meeting or vote in an election? Sadly, most creative science outreach in Canada is aimed at children and teenagers in the misbegotten belief that adults don’t matter and ‘youth are the future’. There are three adult science outreach scenarios although they didn’t tend to be particularly creative. (1) Should scientists feel hard done by elected representatives, they reach out to other adults for support. (2) Should those other adults become disturbed by any scientific or technological ‘advance’ then scientific experts will arrive to explain why that’s wrong. (3) Should the science enterprise want money, then a call goes out (see my May 12, 2017 posting about the Canada Science and Technology Museums Corporation gala and, yes, they were a bit creative about it).

I am oversimplifying the situation but not by much especially if one considers two upcoming national Canadian science events: Science Rendezvous which is a day-long (May 13, 2017) cross country science event taking place during while the Science Odyssey holds a 10-day (May 12 – 2017) cross country science event. The two groups arranged their events separately and then decided to coordinate their efforts. Science Odyssey is a rebranding of the Canada Science and Technology Week organized by the federal government for at least two decades and which was held (until 2016) in the fall of each year. Science Rendezvous (About page) was launched in Toronto in 2008 (University of Toronto, Ryerson University, York University and the University of Ontario Institute of Technology (UOIT)).

Regardless, both events are clearly aimed at children (and families).

I’m not suggesting that exciting science outreach for children should be curtailed. Let’s expand the efforts to9 include the adult and senior populations too.

In all the talk about Canada’s adult and ageing populations, perhaps we could approach it all more creatively. For example, there’s this (from an April 18, 2017 University of California at San Diego University news release (also on EurekAlert) by Inga Kiderra,

IMAGE
IMAGE: Philip Guo surveyed adults between the ages of 60 and 85 who were users of pythontutor.com and learning how to code. They were mix of retired, semi-retired and still working. Credit: Courtesy Philip Guo, UC San Diego

Philip Guo caught the coding bug in high school, at a fairly typical age for a Millennial. Less typical is that the UC San Diego cognitive scientist is now eager to share his passion for programming with a different demographic. And it’s not one you’re thinking of – it’s not elementary or middle school-aged kids. Guo wants to get adults age 60 and up.

In the first known study of older adults learning computer programming, Guo outlines his reasons: People are living and working longer. This is a growing segment of the population, and it’s severely underserved by learn-to-code intiatives, which usually target college students and younger. Guo wants to change that. He would like this in-demand skill to become more broadly accessible.

“Computers are everywhere, and digital literacy is becoming more and more important,” said Guo, assistant professor in the Department of Cognitive Science, who is also affiliated with UC San Diego’s Design Lab and its Department of Computer Science and Engineering. “At one time, 1,000 years ago, most people didn’t read or write – just some monks and select professionals could do it. I think in the future people will need to read and write in computer language as well. In the meantime, more could benefit from learning how to code.”

Guo’s study was recently awarded honorable mention by the world’s leading organization in human-computer interaction, ACM SIGCHI. Guo will present his findings at the group’s premier international conference, CHI, in May [2017].

When prior human-computer interaction studies have focused on older adults at all, Guo said, it has been mostly as consumers of new technology, of social networking sites like Facebook, say, or ride-sharing services. While a few have investigated the creation of content, like blogging or making digital music, these have involved the use of existing apps. None, to his knowledge, have looked at older adults as makers of entirely new software applications, so he set out to learn about their motivations, their frustrations and if these provided clues to design opportunities.

The Study

For his study, Guo surveyed users of pythontutor.com. A web-based education tool that Guo started in 2010, Python Tutor helps those learning to program visualize their work. Step by step, it displays what a computer is doing with each line of code that it runs. More than 3.5 million people in more than 180 countries have now used Python Tutor, including those around the world taking MOOCs (massive open online courses). Despite its legacy name, the tool helps people supplement their studies not only of the Python programming language but also Java, JavaScript, Ruby, C and C++, all of which are commonly used to teach programing. The users of Python Tutor represent a wide range of demographic groups.

Guo’s survey included 504 people between the ages of 60 and 85, from 52 different countries. Some were retired and semi-retired while others were still working.

What Guo discovered: Older adults are motivated to learn programming for a number of reasons. Some are age-related. They want to make up for missed opportunities during youth (22 percent) and keep their brains “challenged, fresh and sharp” as they age (19 percent). A few (5 percent) want to connect with younger family members.

Reasons not related to age include seeking continuing education for a current job (14 percent) and wanting to improve future job prospects (9 percent). A substantial group is in it just for personal enrichment: 19 percent to implement a specific hobby project idea, 15 percent for fun and entertainment, and 10 percent out of general interest.

Interestingly, 8 percent said they wanted to learn to teach others.

Topping the list of frustrations for older students of coding was bad pedagogy. It was mentioned by 21 percent of the respondents and ranged from the use of jargon to sudden spikes in difficulty levels. Lack of real-world relevance came up 6 percent of the time. A 74-year-old retired physician wrote: “Most [tutorials] are offered by people who must know how to program but don’t seem to have much training in teaching.”

Other frustrations included a perceived decline in cognitive abilities (12 percent) and no human contact with tutors and peers (10 percent).

The study’s limitations are tied in part to the instrument – self-reporting on an online survey – and in part to the survey respondents themselves. Most hailed from North America and other English-speaking nations. Most, 84 percent, identified themselves as male; this stat is consistent with other surveys of online learning, especially in math and science topics. There was a diverse array of occupations reported, but the majority of those surveyed were STEM professionals, managers and technicians. These learners, Guo said, likely represent “early adopters” and “the more technology-literate and self-motivated end of the general population.” He suggests future studies look both at in-person learning and at a broader swath of the public. But he expects the lessons learned from this group will generalize.

The Implications

Based on this first set of findings and using a learner-centered design approach, Guo proposes tailoring computer-programming tools and curricula specifically for older learners. He notes, for example, that many of his respondents seemed to take pride in their years and in their tech-savvy, so while it may be good to advertise products as targeting this age group, they should not appear patronizing. It might make sense to reframe lessons as brain-training games, like Lumosity, now popular among the older set.

Just as it’s key to understand who the learners are so is understanding where they have trouble. Repetition and frequent examples might be good to implement, as well as more in-person courses or video-chat-based workshops, Guo said, which may lead to improvements in the teaching of programming not just for older adults but across the board.

Context matters, too. Lessons are more compelling when they are put into domains that people personally care about. And Guo recommends coding curricula that enable older adults to tell their life stories or family histories, for example, or write software that organizes health information or assists care-givers.

Guo, who is currently working on studies to extend coding education to other underrepresented groups, advocates a computing future that is fully inclusive of all ages.

“There are a number of social implications when older adults have access to computer programming – not merely computer literacy,” he said. “These range from providing engaging mental stimulation to greater gainful employment from the comfort of one’s home.”

By moving the tech industry away from its current focus on youth, Guo argues, we all stand to gain. [emphasis mine]

Guo joined the UC San Diego cognitive science faculty in 2016 after two years as an assistant professor at the University of Rochester. He received his bachelor’s and master’s degrees in computer science from MIT in 2006 and his Ph.D. from Stanford in 2012. Before becoming a professor, he built online learning tools as a software engineer at Google and a research scientist at edX. He also blogs, vlogs and podcasts at http://pgbovine.net/

When was the last time you heard about a ‘coding’ camp for adults and seniors in Canada? Also,, ask yourself if after you’d reached a certain age (40? 50? more? less?) you’d feel welcome at the Science Rendezvous events (without a child in tow), Science Odyssey events (without a child in tow), or the May 17, 2017 National Science and Innovation Gala in Ottawa (from my May 12, 2017 posting “It would seem the only person over the age of 30 who’s expected to attend is the CBC host, Heather Hiscox.”)?

Let’s open the door a bit wider, eh?

Sounding out the TRAPPIST-1 planetary system

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It’s been a while since a data sonification story has come this way. Like my first posting on the topic (Feb. 7, 2014) this is another astrophysics ‘piece of music’. From the University of Toronto (Canada) and Thought Café (a Canadian animation studio),

For those who’d like a little text, here’s more from a May 10, 2017 University of Toronto news release (also on EurekAlert) by Don Campbell,

When NASA announced its discovery of the TRAPPIST-1 system back in February [2017] it caused quite a stir, and with good reason. Three of its seven Earth-sized planets lay in the star’s habitable zone, meaning they may harbour suitable conditions for life.

But one of the major puzzles from the original research describing the system was that it seemed to be unstable.

“If you simulate the system, the planets start crashing into one another in less than a million years,” says Dan Tamayo, a postdoc at U of T Scarborough’s Centre for Planetary Science.

“This may seem like a long time, but it’s really just an astronomical blink of an eye. It would be very lucky for us to discover TRAPPIST-1 right before it fell apart, so there must be a reason why it remains stable.”

Tamayo and his colleagues seem to have found a reason why. In research published in the journal Astrophysical Journal Letters, they describe the planets in the TRAPPIST-1 system as being in something called a “resonant chain” that can strongly stabilize the system.

In resonant configurations, planets’ orbital periods form ratios of whole numbers. It’s a very technical principle, but a good example is how Neptune orbits the Sun three times in the amount of time it takes Pluto to orbit twice. This is a good thing for Pluto because otherwise it wouldn’t exist. Since the two planets’ orbits intersect, if things were random they would collide, but because of resonance, the locations of the planets relative to one another keeps repeating.

“There’s a rhythmic repeating pattern that ensures the system remains stable over a long period of time,” says Matt Russo, a post-doc at the Canadian Institute for Theoretical Astrophysics (CITA) who has been working on creative ways to visualize the system.

TRAPPIST-1 takes this principle to a whole other level with all seven planets being in a chain of resonances. To illustrate this remarkable configuration, Tamayo, Russo and colleague Andrew Santaguida created an animation in which the planets play a piano note every time they pass in front of their host star, and a drum beat every time a planet overtakes its nearest neighbour.

Because the planets’ periods are simple ratios of each other, their motion creates a steady repeating pattern that is similar to how we play music. Simple frequency ratios are also what makes two notes sound pleasing when played together.

Speeding up the planets’ orbital frequencies into the human hearing range produces an astrophysical symphony of sorts, but one that’s playing out more than 40 light years away.

“Most planetary systems are like bands of amateur musicians playing their parts at different speeds,” says Russo. “TRAPPIST-1 is different; it’s a super-group with all seven members synchronizing their parts in nearly perfect time.”

But even synchronized orbits don’t necessarily survive very long, notes Tamayo. For technical reasons, chaos theory also requires precise orbital alignments to ensure systems remain stable. This can explain why the simulations done in the original discovery paper quickly resulted in the planets colliding with one another.

“It’s not that the system is doomed, it’s that stable configurations are very exact,” he says. “We can’t measure all the orbital parameters well enough at the moment, so the simulated systems kept resulting in collisions because the setups weren’t precise.”

In order to overcome this Tamayo and his team looked at the system not as it is today, but how it may have originally formed. When the system was being born out of a disk of gas, the planets should have migrated relative to one another, allowing the system to naturally settle into a stable resonant configuration.

“This means that early on, each planet’s orbit was tuned to make it harmonious with its neighbours, in the same way that instruments are tuned by a band before it begins to play,” says Russo. “That’s why the animation produces such beautiful music.”

The team tested the simulations using the supercomputing cluster at the Canadian Institute for Theoretical Astrophysics (CITA) and found that the majority they generated remained stable for as long as they could possibly run it. This was about 100 times longer than it took for the simulations in the original research paper describing TRAPPIST-1 to go berserk.

“It seems somehow poetic that this special configuration that can generate such remarkable music can also be responsible for the system surviving to the present day,” says Tamayo.

Here’s a link to and a citation for the paper,

Convergent Migration Renders TRAPPIST-1 Long-lived by Daniel Tamayo, Hanno Rein, Cristobal Petrovich, and Norman Murray. The Astrophysical Journal Letters, Volume 840, Number 2 https://doi.org/10.5281/zenodo.496153 Published 2017 May 10

© 2017. The American Astronomical Society. All rights reserved.

This paper is open access.

Nanomedicine and an enhanced uptake of nanoparticles

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It’s nice to know that a step forward has been taken with regard to improving uptake in  nanoparticle-based drug delivery (see my April 27, 2016 posting titled: How many nanoparticle-based drugs does it take to kill a cancer tumour? More than 1% for insight into the difficulties of f nanoparticle-based drug delivery systems).

Here’s the latest move forward in a March 8, 2017 news item on Nanowerk (Note: A link has been removed),

Nanotechnology has become a growing part of medical research in recent years, with scientists feverishly working to see if tiny particles could revolutionize the world of drug delivery.

But many questions remain about how to effectively transport those particles and associated drugs to cells.
In an article published today in Scientific Reports (“Enhanced cellular uptake of size-separated lipophilic silicon nanoparticles”), FSU Associate Professor of Biological Science Steven Lenhert takes a step forward in the understanding of nanoparticles and how they can best be used to deliver drugs.

After conducting a series of experiments, Lenhert and his colleagues found that it may be possible to boost the efficacy of medicine entering target cells via a nanoparticle.

A March 8, 2017 Florida State University news release by Kathleen Haughney, which originated the news item, provides more detail about the research (an international collaboration involving the University of Toronto [Canada] and the Karlsruhe Institute of Technology [Germany]),

“We can enhance how cells take them up and make more drugs more potent,” Lenhert said.

Initially, Lenhert and his colleagues from the University of Toronto and the Karlsruhe Institute of Technology  wanted to see what happened when they encapsulated silicon nanoparticles in liposomes — or small spherical sacs of molecules — and delivered them to HeLa cells, a standard cancer cell model.

The initial goal was to test the toxicity of silicon-based nanoparticles and get a better understanding of its biological activity.

Silicon is a non-toxic substance and has well-known optical properties that allow their nanostructures to appear fluorescent under an infrared camera, where tissue would be nearly transparent. Scientists believe it has enormous potential as a delivery agent for drugs as well as in medical imaging.

But there are still questions about how silicon behaves at such a small size.

“Nanoparticles change properties as they get smaller, so scientists want to understand the biological activity,” Lenhert said. “For example, how does shape and size affect toxicity?”

Scientists found that 10 out of 18 types of the particles, ranging from 1.5 nanometers to 6 nanometers, were significantly more toxic than crude mixtures of the material.

At first, scientists believed this could be a setback, but they then discovered the reason for the toxicity levels. The more toxic fragments also had enhanced cellular uptake.

That information is more valuable long term, Lenhert said, because it means they could potentially alter nanoparticles to enhance the potency of a given therapeutic.

The work also paves the way for researchers to screen libraries of nanoparticles to see how cells react.

“This is an essential step toward the discovery of novel nanotechnology based therapeutics,” Lenhert said. “There’s big potential here for new therapeutics, but we need to be able to test everything first.”

Here’s a link to and a citation for the paper,

Enhanced cellular uptake of size-separated lipophilic silicon nanoparticles by Aubrey E. Kusi-Appiah, Melanie L. Mastronardi, Chenxi Qian, Kenneth K. Chen, Lida Ghazanfari, Plengchart Prommapan, Christian Kübel, Geoffrey A. Ozin, & Steven Lenhert. Scientific Reports 7, Article number: 43731 (2017) doi:10.1038/srep43731 Published online: 08 March 2017

This paper is open access.

Vector Institute and Canada’s artificial intelligence sector

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On the heels of the March 22, 2017 federal budget announcement of $125M for a Pan-Canadian Artificial Intelligence Strategy, the University of Toronto (U of T) has announced the inception of the Vector Institute for Artificial Intelligence in a March 28, 2017 news release by Jennifer Robinson (Note: Links have been removed),

A team of globally renowned researchers at the University of Toronto is driving the planning of a new institute staking Toronto’s and Canada’s claim as the global leader in AI.

Geoffrey Hinton, a University Professor Emeritus in computer science at U of T and vice-president engineering fellow at Google, will serve as the chief scientific adviser of the newly created Vector Institute based in downtown Toronto.

“The University of Toronto has long been considered a global leader in artificial intelligence research,” said U of T President Meric Gertler. “It’s wonderful to see that expertise act as an anchor to bring together researchers, government and private sector actors through the Vector Institute, enabling them to aim even higher in leading advancements in this fast-growing, critical field.”

As part of the Government of Canada’s Pan-Canadian Artificial Intelligence Strategy, Vector will share $125 million in federal funding with fellow institutes in Montreal and Edmonton. All three will conduct research and secure talent to cement Canada’s position as a world leader in AI.

In addition, Vector is expected to receive funding from the Province of Ontario and more than 30 top Canadian and global companies eager to tap this pool of talent to grow their businesses. The institute will also work closely with other Ontario universities with AI talent.

(See my March 24, 2017 posting; scroll down about 25% for the science part, including the Pan-Canadian Artificial Intelligence Strategy of the budget.)

Not obvious in last week’s coverage of the Pan-Canadian Artificial Intelligence Strategy is that the much lauded Hinton has been living in the US and working for Google. These latest announcements (Pan-Canadian AI Strategy and Vector Institute) mean that he’s moving back.

A March 28, 2017 article by Kate Allen for TorontoStar.com provides more details about the Vector Institute, Hinton, and the Canadian ‘brain drain’ as it applies to artificial intelligence, (Note:  A link has been removed)

Toronto will host a new institute devoted to artificial intelligence, a major gambit to bolster a field of research pioneered in Canada but consistently drained of talent by major U.S. technology companies like Google, Facebook and Microsoft.

The Vector Institute, an independent non-profit affiliated with the University of Toronto, will hire about 25 new faculty and research scientists. It will be backed by more than $150 million in public and corporate funding in an unusual hybridization of pure research and business-minded commercial goals.

The province will spend $50 million over five years, while the federal government, which announced a $125-million Pan-Canadian Artificial Intelligence Strategy in last week’s budget, is providing at least $40 million, backers say. More than two dozen companies have committed millions more over 10 years, including $5 million each from sponsors including Google, Air Canada, Loblaws, and Canada’s five biggest banks [Bank of Montreal (BMO). Canadian Imperial Bank of Commerce ({CIBC} President’s Choice Financial},  Royal Bank of Canada (RBC), Scotiabank (Tangerine), Toronto-Dominion Bank (TD Canada Trust)].

The mode of artificial intelligence that the Vector Institute will focus on, deep learning, has seen remarkable results in recent years, particularly in image and speech recognition. Geoffrey Hinton, considered the “godfather” of deep learning for the breakthroughs he made while a professor at U of T, has worked for Google since 2013 in California and Toronto.

Hinton will move back to Canada to lead a research team based at the tech giant’s Toronto offices and act as chief scientific adviser of the new institute.

…

Researchers trained in Canadian artificial intelligence labs fill the ranks of major technology companies, working on tools like instant language translation, facial recognition, and recommendation services. Academic institutions and startups in Toronto, Waterloo, Montreal and Edmonton boast leaders in the field, but other researchers have left for U.S. universities and corporate labs.

The goals of the Vector Institute are to retain, repatriate and attract AI talent, to create more trained experts, and to feed that expertise into existing Canadian companies and startups.

…

Hospitals are expected to be a major partner, since health care is an intriguing application for AI. Last month, researchers from Stanford University announced they had trained a deep learning algorithm to identify potentially cancerous skin lesions with accuracy comparable to human dermatologists. The Toronto company Deep Genomics is using deep learning to read genomes and identify mutations that may lead to disease, among other things.

Intelligent algorithms can also be applied to tasks that might seem less virtuous, like reading private data to better target advertising. Zemel [Richard Zemel, the institute’s research director and a professor of computer science at U of T] says the centre is creating an ethics working group [emphasis mine] and maintaining ties with organizations that promote fairness and transparency in machine learning. As for privacy concerns, “that’s something we are well aware of. We don’t have a well-formed policy yet but we will fairly soon.”

The institute’s annual funding pales in comparison to the revenues of the American tech giants, which are measured in tens of billions. The risk the institute’s backers are taking is simply creating an even more robust machine learning PhD mill for the U.S.

“They obviously won’t all stay in Canada, but Toronto industry is very keen to get them,” Hinton said. “I think Trump might help there.” Two researchers on Hinton’s new Toronto-based team are Iranian, one of the countries targeted by U.S. President Donald Trump’s travel bans.

Ethics do seem to be a bit of an afterthought. Presumably the Vector Institute’s ‘ethics working group’ won’t include any regular folks. Is there any thought to what the rest of us think about these developments? As there will also be some collaboration with other proposed AI institutes including ones at the University of Montreal (Université de Montréal) and the University of Alberta (Kate McGillivray’s article coming up shortly mentions them), might the ethics group be centered in either Edmonton or Montreal? Interestingly, two Canadians (Timothy Caulfield at the University of Alberta and Eric Racine at Université de Montréa) testified at the US Commission for the Study of Bioethical Issues Feb. 10 – 11, 2014 meeting, the Brain research, ethics, and nanotechnology. Still speculating here but I imagine Caulfield and/or Racine could be persuaded to extend their expertise in ethics and the human brain to AI and its neural networks.

Getting back to the topic at hand the ‘AI sceneCanada’, Allen’s article is worth reading in its entirety if you have the time.

Kate McGillivray’s March 29, 2017 article for the Canadian Broadcasting Corporation’s (CBC) news online provides more details about the Canadian AI situation and the new strategies,

With artificial intelligence set to transform our world, a new institute is putting Toronto to the front of the line to lead the charge.

The Vector Institute for Artificial Intelligence, made possible by funding from the federal government revealed in the 2017 budget, will move into new digs in the MaRS Discovery District by the end of the year.

…

Vector’s funding comes partially from a $125 million investment announced in last Wednesday’s federal budget to launch a pan-Canadian artificial intelligence strategy, with similar institutes being established in Montreal and Edmonton.

“[A.I.] cuts across pretty well every sector of the economy,” said Dr. Alan Bernstein, CEO and president of the Canadian Institute for Advanced Research, the organization tasked with administering the federal program.

“Silicon Valley and England and other places really jumped on it, so we kind of lost the lead a little bit. I think the Canadian federal government has now realized that,” he said.

Stopping up the brain drain

Critical to the strategy’s success is building a homegrown base of A.I. experts and innovators — a problem in the last decade, despite pioneering work on so-called “Deep Learning” by Canadian scholars such as Yoshua Bengio and Geoffrey Hinton, a former University of Toronto professor who will now serve as Vector’s chief scientific advisor.

With few university faculty positions in Canada and with many innovative companies headquartered elsewhere, it has been tough to keep the few graduates specializing in A.I. in town.

“We were paying to educate people and shipping them south,” explained Ed Clark, chair of the Vector Institute and business advisor to Ontario Premier Kathleen Wynne.

…

The existence of that “fantastic science” will lean heavily on how much buy-in Vector and Canada’s other two A.I. centres get.

Toronto’s portion of the $125 million is a “great start,” said Bernstein, but taken alone, “it’s not enough money.”

“My estimate of the right amount of money to make a difference is a half a billion or so, and I think we will get there,” he said.

Jessica Murphy’s March 29, 2017 article for the British Broadcasting Corporation’s (BBC) news online offers some intriguing detail about the Canadian AI scene,

Canadian researchers have been behind some recent major breakthroughs in artificial intelligence. Now, the country is betting on becoming a big player in one of the hottest fields in technology, with help from the likes of Google and RBC [Royal Bank of Canada].

In an unassuming building on the University of Toronto’s downtown campus, Geoff Hinton laboured for years on the “lunatic fringe” of academia and artificial intelligence, pursuing research in an area of AI called neural networks.

Also known as “deep learning”, neural networks are computer programs that learn in similar way to human brains. The field showed early promise in the 1980s, but the tech sector turned its attention to other AI methods after that promise seemed slow to develop.

“The approaches that I thought were silly were in the ascendancy and the approach that I thought was the right approach was regarded as silly,” says the British-born [emphasis mine] professor, who splits his time between the university and Google, where he is a vice-president of engineering fellow.

…

Neural networks are used by the likes of Netflix to recommend what you should binge watch and smartphones with voice assistance tools. Google DeepMind’s AlphaGo AI used them to win against a human in the ancient game of Go in 2016.

…

Foteini Agrafioti, who heads up the new RBC Research in Machine Learning lab at the University of Toronto, said those recent innovations made AI attractive to researchers and the tech industry.

“Anything that’s powering Google’s engines right now is powered by deep learning,” she says.

Developments in the field helped jumpstart innovation and paved the way for the technology’s commercialisation. They also captured the attention of Google, IBM and Microsoft, and kicked off a hiring race in the field.

The renewed focus on neural networks has boosted the careers of early Canadian AI machine learning pioneers like Hinton, the University of Montreal’s Yoshua Bengio, and University of Alberta’s Richard Sutton.

Money from big tech is coming north, along with investments by domestic corporations like banking multinational RBC and auto parts giant Magna, and millions of dollars in government funding.

…

Former banking executive Ed Clark will head the institute, and says the goal is to make Toronto, which has the largest concentration of AI-related industries in Canada, one of the top five places in the world for AI innovation and business.

The founders also want it to serve as a magnet and retention tool for top talent aggressively head-hunted by US firms.

Clark says they want to “wake up” Canadian industry to the possibilities of AI, which is expected to have a massive impact on fields like healthcare, banking, manufacturing and transportation.

…

Google invested C$4.5m (US$3.4m/£2.7m) last November [2016] in the University of Montreal’s Montreal Institute for Learning Algorithms.

Microsoft is funding a Montreal startup, Element AI. The Seattle-based company also announced it would acquire Montreal-based Maluuba and help fund AI research at the University of Montreal and McGill University.

Thomson Reuters and General Motors both recently moved AI labs to Toronto.

…

RBC is also investing in the future of AI in Canada, including opening a machine learning lab headed by Agrafioti, co-funding a program to bring global AI talent and entrepreneurs to Toronto, and collaborating with Sutton and the University of Alberta’s Machine Intelligence Institute.

…

Canadian tech also sees the travel uncertainty created by the Trump administration in the US as making Canada more attractive to foreign talent. (One of Clark’s the selling points is that Toronto as an “open and diverse” city).

…

This may reverse the ‘brain drain’ but it appears Canada’s role as a ‘branch plant economy’ for foreign (usually US) companies could become an important discussion once more. From the ‘Foreign ownership of companies of Canada’ Wikipedia entry (Note: Links have been removed),

Historically, foreign ownership was a political issue in Canada in the late 1960s and early 1970s, when it was believed by some that U.S. investment had reached new heights (though its levels had actually remained stable for decades), and then in the 1980s, during debates over the Free Trade Agreement.

But the situation has changed, since in the interim period Canada itself became a major investor and owner of foreign corporations. Since the 1980s, Canada’s levels of investment and ownership in foreign companies have been larger than foreign investment and ownership in Canada. In some smaller countries, such as Montenegro, Canadian investment is sizable enough to make up a major portion of the economy. In Northern Ireland, for example, Canada is the largest foreign investor. By becoming foreign owners themselves, Canadians have become far less politically concerned about investment within Canada.

Of note is that Canada’s largest companies by value, and largest employers, tend to be foreign-owned in a way that is more typical of a developing nation than a G8 member. The best example is the automotive sector, one of Canada’s most important industries. It is dominated by American, German, and Japanese giants. Although this situation is not unique to Canada in the global context, it is unique among G-8 nations, and many other relatively small nations also have national automotive companies.

It’s interesting to note that sometimes Canadian companies are the big investors but that doesn’t change our basic position. And, as I’ve noted in other postings (including the March 24, 2017 posting), these government investments in science and technology won’t necessarily lead to a move away from our ‘branch plant economy’ towards an innovative Canada.

You can find out more about the Vector Institute for Artificial Intelligence here.

BTW, I noted that reference to Hinton as ‘British-born’ in the BBC article. He was educated in the UK and subsidized by UK taxpayers (from his Wikipedia entry; Note: Links have been removed),

Hinton was educated at King’s College, Cambridge graduating in 1970, with a Bachelor of Arts in experimental psychology.[1] He continued his study at the University of Edinburgh where he was awarded a PhD in artificial intelligence in 1977 for research supervised by H. Christopher Longuet-Higgins.[3][12]

It seems Canadians are not the only ones to experience  ‘brain drains’.

Finally, I wrote at length about a recent initiative taking place between the University of British Columbia (Vancouver, Canada) and the University of Washington (Seattle, Washington), the Cascadia Urban Analytics Cooperative in a Feb. 28, 2017 posting noting that the initiative is being funded by Microsoft to the tune $1M and is part of a larger cooperative effort between the province of British Columbia and the state of Washington. Artificial intelligence is not the only area where US technology companies are hedging their bets (against Trump’s administration which seems determined to terrify people from crossing US borders) by investing in Canada.

For anyone interested in a little more information about AI in the US and China, there’s today’s (March 31, 2017)earlier posting: China, US, and the race for artificial intelligence research domination.

ArtSci salon at the University of Toronto opens its Cabinet Project on April 6, 2017

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I announced The Cabinet Project in a Sept. 1, 2016 posting,

The ArtSci Salon; A Hub for the Arts & Science communities in Toronto and Beyond is soliciting proposals for ‘The Cabinet Project; An artsci exhibition about cabinets‘ to be held *March 30 – May 1* 2017 at the University of Toronto in a series of ‘science cabinets’ found around campus,

Despite being in full sight, many cabinets and showcases at universities and scientific institutions lie empty or underutilized. Located at the entrance of science departments, in proximity of laboratories, or in busy areas of transition, some contain outdated posters, or dusty scientific objects that have been forgotten there for years. Others lie empty, like old furniture on the curb after a move, waiting for a lucky passer-by in need. The ceaseless flow of bodies walking past these cabinets – some running to meetings, some checking their schedule, some immersed in their thoughts – rarely pay attention to them.

My colleague and I made a submission, which was not accepted (drat). In any event, I was somewhat curious as to which proposals had been successfu. Here they are in a March 24, 2017 ArtSci Salon notice (received via email),

Join us to the opening of
The Cabinet Project
on April 6, 2017

* 4:00 PM Introduction and dry reception -THE FIELDS INSTITUTE FOR
RESEARCH IN MATHEMATICAL SCIENCES

* 4:30 – 6:30 Tour of the Exhibition with the artists
* 6:30 – 9:00 Reception at VICTORIA COLLEGE

All Welcome
You can join at any time during the tour

More information can be found at
http://artscisalon.com/the-cabinet-project

RSVP Here

About The Cabinet Project

The Cabinet Project is a distributed exhibition bringing to life historical, anecdotal and imagined stories evoked by scientific objects, their surrounding spaces and the individuals inhabiting them. The goal is to make the intense creativity existing inside science laboratories visible, and to suggest potential interactions between the sciences and the arts. to achieve this goal, 12 artists have turned 10 cabinets across the University of Toronto  into art installations.

Featuring works by: Catherine Beaudette; Nina Czegledy; Dave Kemp & Jonathon Anderson; Joel Ong & Mick Lorusso; Microcollection;  Nicole Clouston; Nicole Liao;  Rick Hyslop;  Stefan Herda; Stefanie Kuzmiski

You can find out about the project, the artists, the program, and more on The Cabinet Project webpage here.

The Canadian science scene and the 2017 Canadian federal budget

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There’s not much happening in the 2017-18 budget in terms of new spending according to Paul Wells’ March 22, 2017 article for TheStar.com,

This is the 22nd or 23rd federal budget I’ve covered. And I’ve never seen the like of the one Bill Morneau introduced on Wednesday [March 22, 2017].

Not even in the last days of the Harper Conservatives did a budget provide for so little new spending — $1.3 billion in the current budget year, total, in all fields of government. That’s a little less than half of one per cent of all federal program spending for this year.

But times are tight. The future is a place where we can dream. So the dollars flow more freely in later years. In 2021-22, the budget’s fifth planning year, new spending peaks at $8.2 billion. Which will be about 2.4 per cent of all program spending.

…

He’s not alone in this 2017 federal budget analysis; CBC (Canadian Broadcasting Corporation) pundits, Chantal Hébert, Andrew Coyne, and Jennifer Ditchburn said much the same during their ‘At Issue’ segment of the March 22, 2017 broadcast of The National (news).

Before I focus on the science and technology budget, here are some general highlights from the CBC’s March 22, 2017 article on the 2017-18 budget announcement (Note: Links have been removed,

Here are highlights from the 2017 federal budget:

  • Deficit: $28.5 billion, up from $25.4 billion projected in the fall.
  • Trend: Deficits gradually decline over next five years — but still at $18.8 billion in 2021-22.
  • Housing: $11.2 billion over 11 years, already budgeted, will go to a national housing strategy.
  • Child care: $7 billion over 10 years, already budgeted, for new spaces, starting 2018-19.
  • Indigenous: $3.4 billion in new money over five years for infrastructure, health and education.
  • Defence: $8.4 billion in capital spending for equipment pushed forward to 2035.
  • Care givers: New care-giving benefit up to 15 weeks, starting next year.
  • Skills: New agency to research and measure skills development, starting 2018-19.
  • Innovation: $950 million over five years to support business-led “superclusters.”
  • Startups: $400 million over three years for a new venture capital catalyst initiative.
  • AI: $125 million to launch a pan-Canadian Artificial Intelligence Strategy.
  • Coding kids: $50 million over two years for initiatives to teach children to code.
  • Families: Option to extend parental leave up to 18 months.
  • Uber tax: GST to be collected on ride-sharing services.
  • Sin taxes: One cent more on a bottle of wine, five cents on 24 case of beer.
  • Bye-bye: No more Canada Savings Bonds.
  • Transit credit killed: 15 per cent non-refundable public transit tax credit phased out this year.

You can find the entire 2017-18 budget here.

Science and the 2017-18 budget

For anyone interested in the science news, you’ll find most of that in the 2017 budget’s Chapter 1 — Skills, Innovation and Middle Class jobs. As well, Wayne Kondro has written up a précis in his March 22, 2017 article for Science (magazine),

Finance officials, who speak on condition of anonymity during the budget lock-up, indicated the budgets of the granting councils, the main source of operational grants for university researchers, will be “static” until the government can assess recommendations that emerge from an expert panel formed in 2015 and headed by former University of Toronto President David Naylor to review basic science in Canada [highlighted in my June 15, 2016 posting ; $2M has been allocated for the advisor and associated secretariat]. Until then, the officials said, funding for the Natural Sciences and Engineering Research Council of Canada (NSERC) will remain at roughly $848 million, whereas that for the Canadian Institutes of Health Research (CIHR) will remain at $773 million, and for the Social Sciences and Humanities Research Council [SSHRC] at $547 million.

NSERC, though, will receive $8.1 million over 5 years to administer a PromoScience Program that introduces youth, particularly unrepresented groups like Aboriginal people and women, to science, technology, engineering, and mathematics through measures like “space camps and conservation projects.” CIHR, meanwhile, could receive modest amounts from separate plans to identify climate change health risks and to reduce drug and substance abuse, the officials added.

… Canada’s Innovation and Skills Plan, would funnel $600 million over 5 years allocated in 2016, and $112.5 million slated for public transit and green infrastructure, to create Silicon Valley–like “super clusters,” which the budget defined as “dense areas of business activity that contain large and small companies, post-secondary institutions and specialized talent and infrastructure.” …

…

… The Canadian Institute for Advanced Research will receive $93.7 million [emphasis mine] to “launch a Pan-Canadian Artificial Intelligence Strategy … (to) position Canada as a world-leading destination for companies seeking to invest in artificial intelligence and innovation.”

…

… Among more specific measures are vows to: Use $87.7 million in previous allocations to the Canada Research Chairs program to create 25 “Canada 150 Research Chairs” honoring the nation’s 150th year of existence, provide $1.5 million per year to support the operations of the office of the as-yet-unappointed national science adviser [see my Dec. 7, 2016 post for information about the job posting, which is now closed]; provide $165.7 million [emphasis mine] over 5 years for the nonprofit organization Mitacs to create roughly 6300 more co-op positions for university students and grads, and provide $60.7 million over five years for new Canadian Space Agency projects, particularly for Canadian participation in the National Aeronautics and Space Administration’s next Mars Orbiter Mission.

Kondros was either reading an earlier version of the budget or made an error regarding Mitacs (from the budget in the “A New, Ambitious Approach to Work-Integrated Learning” subsection),

Mitacs has set an ambitious goal of providing 10,000 work-integrated learning placements for Canadian post-secondary students and graduates each year—up from the current level of around 3,750 placements. Budget 2017 proposes to provide $221 million [emphasis mine] over five years, starting in 2017–18, to achieve this goal and provide relevant work experience to Canadian students.

As well, the budget item for the Pan-Canadian Artificial Intelligence Strategy is $125M.

Moving from Kondros’ précis, the budget (in the “Positioning National Research Council Canada Within the Innovation and Skills Plan” subsection) announces support for these specific areas of science,

Stem Cell Research

The Stem Cell Network, established in 2001, is a national not-for-profit organization that helps translate stem cell research into clinical applications, commercial products and public policy. Its research holds great promise, offering the potential for new therapies and medical treatments for respiratory and heart diseases, cancer, diabetes, spinal cord injury, multiple sclerosis, Crohn’s disease, auto-immune disorders and Parkinson’s disease. To support this important work, Budget 2017 proposes to provide the Stem Cell Network with renewed funding of $6 million in 2018–19.

Space Exploration

Canada has a long and proud history as a space-faring nation. As our international partners prepare to chart new missions, Budget 2017 proposes investments that will underscore Canada’s commitment to innovation and leadership in space. Budget 2017 proposes to provide $80.9 million on a cash basis over five years, starting in 2017–18, for new projects through the Canadian Space Agency that will demonstrate and utilize Canadian innovations in space, including in the field of quantum technology as well as for Mars surface observation. The latter project will enable Canada to join the National Aeronautics and Space Administration’s (NASA’s) next Mars Orbiter Mission.

Quantum Information

The development of new quantum technologies has the potential to transform markets, create new industries and produce leading-edge jobs. The Institute for Quantum Computing is a world-leading Canadian research facility that furthers our understanding of these innovative technologies. Budget 2017 proposes to provide the Institute with renewed funding of $10 million over two years, starting in 2017–18.

Social Innovation

Through community-college partnerships, the Community and College Social Innovation Fund fosters positive social outcomes, such as the integration of vulnerable populations into Canadian communities. Following the success of this pilot program, Budget 2017 proposes to invest $10 million over two years, starting in 2017–18, to continue this work.

International Research Collaborations

The Canadian Institute for Advanced Research (CIFAR) connects Canadian researchers with collaborative research networks led by eminent Canadian and international researchers on topics that touch all humanity. Past collaborations facilitated by CIFAR are credited with fostering Canada’s leadership in artificial intelligence and deep learning. Budget 2017 proposes to provide renewed and enhanced funding of $35 million over five years, starting in 2017–18.

Earlier this week, I highlighted Canada’s strength in the field of regenerative medicine, specifically stem cells in a March 21, 2017 posting. The $6M in the current budget doesn’t look like increased funding but rather a one-year extension. I’m sure they’re happy to receive it  but I imagine it’s a little hard to plan major research projects when you’re not sure how long your funding will last.

As for Canadian leadership in artificial intelligence, that was news to me. Here’s more from the budget,

Canada a Pioneer in Deep Learning in Machines and Brains

CIFAR’s Learning in Machines & Brains program has shaken up the field of artificial intelligence by pioneering a technique called “deep learning,” a computer technique inspired by the human brain and neural networks, which is now routinely used by the likes of Google and Facebook. The program brings together computer scientists, biologists, neuroscientists, psychologists and others, and the result is rich collaborations that have propelled artificial intelligence research forward. The program is co-directed by one of Canada’s foremost experts in artificial intelligence, the Université de Montréal’s Yoshua Bengio, and for his many contributions to the program, the University of Toronto’s Geoffrey Hinton, another Canadian leader in this field, was awarded the title of Distinguished Fellow by CIFAR in 2014.

Meanwhile, from chapter 1 of the budget in the subsection titled “Preparing for the Digital Economy,” there is this provision for children,

Providing educational opportunities for digital skills development to Canadian girls and boys—from kindergarten to grade 12—will give them the head start they need to find and keep good, well-paying, in-demand jobs. To help provide coding and digital skills education to more young Canadians, the Government intends to launch a competitive process through which digital skills training organizations can apply for funding. Budget 2017 proposes to provide $50 million over two years, starting in 2017–18, to support these teaching initiatives.

I wonder if BC Premier Christy Clark is heaving a sigh of relief. At the 2016 #BCTECH Summit, she announced that students in BC would learn to code at school and in newly enhanced coding camp programmes (see my Jan. 19, 2016 posting). Interestingly, there was no mention of additional funding to support her initiative. I guess this money from the federal government comes at a good time as we will have a provincial election later this spring where she can announce the initiative again and, this time, mention there’s money for it.

Attracting brains from afar

Ivan Semeniuk in his March 23, 2017 article (for the Globe and Mail) reads between the lines to analyze the budget’s possible impact on Canadian science,

But a between-the-lines reading of the budget document suggests the government also has another audience in mind: uneasy scientists from the United States and Britain.

The federal government showed its hand at the 2017 #BCTECH Summit. From a March 16, 2017 article by Meera Bains for the CBC news online,

At the B.C. tech summit, Navdeep Bains, Canada’s minister of innovation, said the government will act quickly to fast track work permits to attract highly skilled talent from other countries.

“We’re taking the processing time, which takes months, and reducing it to two weeks for immigration processing for individuals [who] need to come here to help companies grow and scale up,” Bains said.

“So this is a big deal. It’s a game changer.”

That change will happen through the Global Talent Stream, a new program under the federal government’s temporary foreign worker program.  It’s scheduled to begin on June 12, 2017.

U.S. companies are taking notice and a Canadian firm, True North, is offering to help them set up shop.

“What we suggest is that they think about moving their operations, or at least a chunk of their operations, to Vancouver, set up a Canadian subsidiary,” said the company’s founder, Michael Tippett.

“And that subsidiary would be able to house and accommodate those employees.”

Industry experts says while the future is unclear for the tech sector in the U.S., it’s clear high tech in B.C. is gearing up to take advantage.

US business attempts to take advantage of Canada’s relative stability and openness to immigration would seem to be the motive for at least one cross border initiative, the Cascadia Urban Analytics Cooperative. From my Feb. 28, 2017 posting,

There was some big news about the smallest version of the Cascadia region on Thursday, Feb. 23, 2017 when the University of British Columbia (UBC) , the University of Washington (state; UW), and Microsoft announced the launch of the Cascadia Urban Analytics Cooperative. From the joint Feb. 23, 2017 news release (read on the UBC website or read on the UW website),

In an expansion of regional cooperation, the University of British Columbia and the University of Washington today announced the establishment of the Cascadia Urban Analytics Cooperative to use data to help cities and communities address challenges from traffic to homelessness. The largest industry-funded research partnership between UBC and the UW, the collaborative will bring faculty, students and community stakeholders together to solve problems, and is made possible thanks to a $1-million gift from Microsoft.

…

Today’s announcement follows last September’s [2016] Emerging Cascadia Innovation Corridor Conference in Vancouver, B.C. The forum brought together regional leaders for the first time to identify concrete opportunities for partnerships in education, transportation, university research, human capital and other areas.

A Boston Consulting Group study unveiled at the conference showed the region between Seattle and Vancouver has “high potential to cultivate an innovation corridor” that competes on an international scale, but only if regional leaders work together. The study says that could be possible through sustained collaboration aided by an educated and skilled workforce, a vibrant network of research universities and a dynamic policy environment.

It gets better, it seems Microsoft has been positioning itself for a while if Matt Day’s analysis is correct (from my Feb. 28, 2017 posting),

Matt Day in a Feb. 23, 2017 article for the The Seattle Times provides additional perspective (Note: Links have been removed),

Microsoft’s effort to nudge Seattle and Vancouver, B.C., a bit closer together got an endorsement Thursday [Feb. 23, 2017] from the leading university in each city.

…

The partnership has its roots in a September [2016] conference in Vancouver organized by Microsoft’s public affairs and lobbying unit [emphasis mine.] That gathering was aimed at tying business, government and educational institutions in Microsoft’s home region in the Seattle area closer to its Canadian neighbor.

Microsoft last year [2016] opened an expanded office in downtown Vancouver with space for 750 employees, an outpost partly designed to draw to the Northwest more engineers than the company can get through the U.S. guest worker system [emphasis mine].

This was all prior to President Trump’s legislative moves in the US, which have at least one Canadian observer a little more gleeful than I’m comfortable with. From a March 21, 2017 article by Susan Lum  for CBC News online,

U.S. President Donald Trump’s efforts to limit travel into his country while simultaneously cutting money from science-based programs provides an opportunity for Canada’s science sector, says a leading Canadian researcher.

“This is Canada’s moment. I think it’s a time we should be bold,” said Alan Bernstein, president of CIFAR [which on March 22, 2017 was awarded $125M to launch the Pan Canada Artificial Intelligence Strategy in the Canadian federal budget announcement], a global research network that funds hundreds of scientists in 16 countries.

Bernstein believes there are many reasons why Canada has become increasingly attractive to scientists around the world, including the political climate in the United States and the Trump administration’s travel bans.

Thankfully, Bernstein calms down a bit,

“It used to be if you were a bright young person anywhere in the world, you would want to go to Harvard or Berkeley or Stanford, or what have you. Now I think you should give pause to that,” he said. “We have pretty good universities here [emphasis mine]. We speak English. We’re a welcoming society for immigrants.”​

…

Bernstein cautions that Canada should not be seen to be poaching scientists from the United States — but there is an opportunity.

“It’s as if we’ve been in a choir of an opera in the back of the stage and all of a sudden the stars all left the stage. And the audience is expecting us to sing an aria. So we should sing,” Bernstein said.

Bernstein said the federal government, with this week’s so-called innovation budget, can help Canada hit the right notes.

“Innovation is built on fundamental science, so I’m looking to see if the government is willing to support, in a big way, fundamental science in the country.”

Pretty good universities, eh? Thank you, Dr. Bernstein, for keeping some of the boosterism in check. Let’s leave the chest thumping to President Trump and his cronies.

Ivan Semeniuk’s March 23, 2017 article (for the Globe and Mail) provides more details about the situation in the US and in Britain,

Last week, Donald Trump’s first budget request made clear the U.S. President would significantly reduce or entirely eliminate research funding in areas such as climate science and renewable energy if permitted by Congress. Even the National Institutes of Health, which spearheads medical research in the United States and is historically supported across party lines, was unexpectedly targeted for a $6-billion (U.S.) cut that the White House said could be achieved through “efficiencies.”

In Britain, a recent survey found that 42 per cent of academics were considering leaving the country over worries about a less welcoming environment and the loss of research money that a split with the European Union is expected to bring.

In contrast, Canada’s upbeat language about science in the budget makes a not-so-subtle pitch for diversity and talent from abroad, including $117.6-million to establish 25 research chairs with the aim of attracting “top-tier international scholars.”

For good measure, the budget also includes funding for science promotion and $2-million annually for Canada’s yet-to-be-hired Chief Science Advisor, whose duties will include ensuring that government researchers can speak freely about their work.

“What we’ve been hearing over the last few months is that Canada is seen as a beacon, for its openness and for its commitment to science,” said Ms. Duncan [Kirsty Duncan, Minister of Science], who did not refer directly to either the United States or Britain in her comments.

Providing a less optimistic note, Erica Alini in her March 22, 2017 online article for Global News mentions a perennial problem, the Canadian brain drain,

The budget includes a slew of proposed reforms and boosted funding for existing training programs, as well as new skills-development resources for unemployed and underemployed Canadians not covered under current EI-funded programs.

There are initiatives to help women and indigenous people get degrees or training in science, technology, engineering and mathematics (the so-called STEM subjects) and even to teach kids as young as kindergarten-age to code.

But there was no mention of how to make sure Canadians with the right skills remain in Canada, TD’s DePratto {Toronto Dominion Bank} Economics; TD is currently experiencing a scandal {March 13, 2017 Huffington Post news item}] told Global News.

Canada ranks in the middle of the pack compared to other advanced economies when it comes to its share of its graduates in STEM fields, but the U.S. doesn’t shine either, said DePratto [Brian DePratto, senior economist at TD .

The key difference between Canada and the U.S. is the ability to retain domestic talent and attract brains from all over the world, he noted.

To be blunt, there may be some opportunities for Canadian science but it does well to remember (a) US businesses have no particular loyalty to Canada and (b) all it takes is an election to change any perceived advantages to disadvantages.

Digital policy and intellectual property issues

Dubbed by some as the ‘innovation’ budget (official title:  Building a Strong Middle Class), there is an attempt to address a longstanding innovation issue (from a March 22, 2017 posting by Michael Geist on his eponymous blog (Note: Links have been removed),

The release of today’s [march 22, 2017] federal budget is expected to include a significant emphasis on innovation, with the government revealing how it plans to spend (or re-allocate) hundreds of millions of dollars that is intended to support innovation. Canada’s dismal innovation record needs attention, but spending our way to a more innovative economy is unlikely to yield the desired results. While Navdeep Bains, the Innovation, Science and Economic Development Minister, has talked for months about the importance of innovation, Toronto Star columnist Paul Wells today delivers a cutting but accurate assessment of those efforts:

“This government is the first with a minister for innovation! He’s Navdeep Bains. He frequently posts photos of his meetings on Twitter, with the hashtag “#innovation.” That’s how you know there is innovation going on. A year and a half after he became the minister for #innovation, it’s not clear what Bains’s plans are. It’s pretty clear that within the government he has less than complete control over #innovation. There’s an advisory council on economic growth, chaired by the McKinsey guru Dominic Barton, which periodically reports to the government urging more #innovation.

There’s a science advisory panel, chaired by former University of Toronto president David Naylor, that delivered a report to Science Minister Kirsty Duncan more than three months ago. That report has vanished. One presumes that’s because it offered some advice. Whatever Bains proposes, it will have company.”

Wells is right. Bains has been very visible with plenty of meetings and public photo shoots but no obvious innovation policy direction. This represents a missed opportunity since Bains has plenty of policy tools at his disposal that could advance Canada’s innovation framework without focusing on government spending.

For example, Canada’s communications system – wireless and broadband Internet access – falls directly within his portfolio and is crucial for both business and consumers. Yet Bains has been largely missing in action on the file. He gave approval for the Bell – MTS merger that virtually everyone concedes will increase prices in the province and make the communications market less competitive. There are potential policy measures that could bring new competitors into the market (MVNOs [mobile virtual network operators] and municipal broadband) and that could make it easier for consumers to switch providers (ban on unlocking devices). Some of this falls to the CRTC, but government direction and emphasis would make a difference.

Even more troubling has been his near total invisibility on issues relating to new fees or taxes on Internet access and digital services. Canadian Heritage Minister Mélanie Joly has taken control of the issue with the possibility that Canadians could face increased costs for their Internet access or digital services through mandatory fees to contribute to Canadian content.  Leaving aside the policy objections to such an approach (reducing affordable access and the fact that foreign sources now contribute more toward Canadian English language TV production than Canadian broadcasters and distributors), Internet access and e-commerce are supposed to be Bains’ issue and they have a direct connection to the innovation file. How is it possible for the Innovation, Science and Economic Development Minister to have remained silent for months on the issue?

Bains has been largely missing on trade related innovation issues as well. My Globe and Mail column today focuses on a digital-era NAFTA, pointing to likely U.S. demands on data localization, data transfers, e-commerce rules, and net neutrality.  These are all issues that fall under Bains’ portfolio and will impact investment in Canadian networks and digital services. There are innovation opportunities for Canada here, but Bains has been content to leave the policy issues to others, who will be willing to sacrifice potential gains in those areas.

Intellectual property policy is yet another area that falls directly under Bains’ mandate with an obvious link to innovation, but he has done little on the file. Canada won a huge NAFTA victory late last week involving the Canadian patent system, which was challenged by pharmaceutical giant Eli Lilly. Why has Bains not promoted the decision as an affirmation of how Canada’s intellectual property rules?

On the copyright front, the government is scheduled to conduct a review of the Copyright Act later this year, but it is not clear whether Bains will take the lead or again cede responsibility to Joly. The Copyright Act is statutorily under the Industry Minister and reform offers the chance to kickstart innovation. …

For anyone who’s not familiar with this area, innovation is often code for commercialization of science and technology research efforts. These days, digital service and access policies and intellectual property policies are all key to research and innovation efforts.

The country that’s most often (except in mainstream Canadian news media) held up as an example of leadership in innovation is Estonia. The Economist profiled the country in a July 31, 2013 article and a July 7, 2016 article on apolitical.co provides and update.

Conclusions

Science monies for the tri-council science funding agencies (NSERC, SSHRC, and CIHR) are more or less flat but there were a number of line items in the federal budget which qualify as science funding. The $221M over five years for Mitacs, the $125M for the Pan-Canadian Artificial Intelligence Strategy, additional funding for the Canada research chairs, and some of the digital funding could also be included as part of the overall haul. This is in line with the former government’s (Stephen Harper’s Conservatives) penchant for keeping the tri-council’s budgets under control while spreading largesse elsewhere (notably the Perimeter Institute, TRIUMF [Canada’s National Laboratory for Particle and Nuclear Physics], and, in the 2015 budget, $243.5-million towards the Thirty Metre Telescope (TMT) — a massive astronomical observatory to be constructed on the summit of Mauna Kea, Hawaii, a $1.5-billion project). This has lead to some hard feelings in the past with regard to ‘big science’ projects getting what some have felt is an undeserved boost in finances while the ‘small fish’ are left scrabbling for the ever-diminishing (due to budget cuts in years past and inflation) pittances available from the tri-council agencies.

Mitacs, which started life as a federally funded Network Centre for Excellence focused on mathematics, has since shifted focus to become an innovation ‘champion’. You can find Mitacs here and you can find the organization’s March 2016 budget submission to the House of Commons Standing Committee on Finance here. At the time, they did not request a specific amount of money; they just asked for more.

The amount Mitacs expects to receive this year is over $40M which represents more than double what they received from the federal government and almost of 1/2 of their total income in the 2015-16 fiscal year according to their 2015-16 annual report (see p. 327 for the Mitacs Statement of Operations to March 31, 2016). In fact, the federal government forked over $39,900,189. in the 2015-16 fiscal year to be their largest supporter while Mitacs’ total income (receipts) was $81,993,390.

It’s a strange thing but too much money, etc. can be as bad as too little. I wish the folks Mitacs nothing but good luck with their windfall.

I don’t see anything in the budget that encourages innovation and investment from the industrial sector in Canada.

Finallyl, innovation is a cultural issue as much as it is a financial issue and having worked with a number of developers and start-up companies, the most popular business model is to develop a successful business that will be acquired by a large enterprise thereby allowing the entrepreneurs to retire before the age of 30 (or 40 at the latest). I don’t see anything from the government acknowledging the problem let alone any attempts to tackle it.

All in all, it was a decent budget with nothing in it to seriously offend anyone.