Converge to Surprise: Evolutionary Self-supervised Image Clustering

Self-supervised learning (SSL) is recognized as an essential tool for building foundation models for Artificial Intelligence applications. The advances in SSL have been made thanks to vigorous arguments about the principles of SSL and through extensive empirical research. The aim of this paper is to contribute to the development of the underpinning theory of SSL, focusing on the deep clustering approach. By analogy to supervised learning, we formulate SSL as K-L divergence optimization. The mode collapse is prevented by imposing an optimisation constraint on the teacher distribution. This leads to normalization using inverse cluster priors. We show that using Jensen inequality this normalization simplifies to the popular batch centering procedure. Distillation and centering are common {heuristics-based} practices in SSL, {but our work underpins them theoretically.} The theoretical model developed not only supports specific existing successful SSL methods, but also suggests directions for future investigations.

Unifying image clustering across different clustering scenarios remains challenging due to fundamental gaps among tasks. We introduce a Guideline-Driven Image Clustering Agent, the first universal framework that bridges these gaps through textual guidelines. To incorporate complex guidelines without task-specific training, we propose Generative Concept Proxy Modeling, which generates guideline-aware embeddings via concept proxy extraction. For scenarios requiring automatic cluster discovery, we introduce LLM Traversal based on Minimum Spanning Tree that selectively applies LLM reasoning for complex semantic judgments. Our method generalizes across diverse clustering scenarios spanning from general to fine-grained categorization, from global to local criteria, and from balanced to long-tail distributions. Our framework consistently outperforms specialized methods across diverse clustering tasks.

Leveraging textual information for image clustering has emerged as a promising direction, largely owing to the powerful representations learned by Vision-Language Models (VLMs). Existing approaches typically retrieve a textual counterpart for each image and then refine multimodal representations by directly enforcing cross-modal agreement, e.g., maximizing image-text similarity inherited from pretrained VLMs. However, such a strategy aligns heterogeneous representations across modalities without explicitly modeling the intrinsic structure within each modality and thus might yield unreliable alignment or distort modality-specific structures that are crucial for clustering. In this paper, we propose a simple but principled approach, termed deep modality-shared self-expressive model (DeepMORSE), which discovers cross-modal structures via a modality-shared self-expressive model and simultaneously learns structured representations that conform to a union of modality-specific subspaces. Moreover, we theoretically justify that the modality-shared self-expressive coefficients suppress inter-class noise towards a subspace-preserving solution, and show that mini-batch optimization procedure introduces an implicit regularization onto the self-expressive model. We evaluate our DeepMORSE on six widely used image clustering benchmarks and observe performance improvements exceeding 3% on the UCF-101, DTD-47, and ImageNet-Dogs datasets. In addition, we demonstrate the strong transferability of the learned representations by achieving state-of-the-art performance on downstream tasks such as image retrieval and zero-shot classification---without requiring any task-specific losses or post-processing. The code is available at: https://github.com/mengxianghan123/DeepMORSE.