Whitening Inverts the Hierarchy: What the Norm of a Whitened Embedding Measures

Steck, Ekanadham, and Kallus [arXiv:2403.05440] demonstrate that cosine similarity of learned embeddings from matrix factorization models can be rendered arbitrary by a diagonal gauge'' matrix $D$. Their result is correct and important for practitioners who compute cosine similarity on embeddings trained with dot-product objectives. However, we argue that their conclusion, cautioning against cosine similarity in general, conflates the pathology of an incompatible training objective with the geometric validity of cosine distance on the unit sphere. We prove that when embeddings are constrained to the unit sphere $\mathbb{S}^{d-1}$ (either during or after training with an appropriate objective), the $D$-matrix ambiguity vanishes identically, and cosine distance reduces to exactly half the squared Euclidean distance. This monotonic equivalence implies that cosine-based and Euclidean-based neighbor rankings are identical on normalized embeddings. The problem'' with cosine similarity is not cosine similarity, it is the failure to normalize.

Deep neural networks tend to rely on simple features that may be spurious and thus fail to generalize. We study this problem in the setting of linear probes, where a (generalized) linear model is fitted on the representations of a (pretrained) model. We use the connection of these models to the max-margin classifier, and show they favor directions associated with large eigenvalues of the covariance matrix. Whitening removes this preference by equalizing the eigenvalues of the covariance matrix. This observation motivates whitening as a preprocessing step that can reduce reliance on spurious correlations without requiring prior knowledge of their presence or labeled data. We examine the effect of whitening on a synthetic data-generating process and standard spurious correlation benchmarks, and find that it improves robustness. We also find that whitening can improve robustness when added to existing approaches.

We propose Zero-phase Component Analysis (ZCA) whitening as a geometric pre-processing step for the Word Embedding Association Test (WEAT). WEAT is a bias measurement method widely used in both computational social science and AI fairness research. It relies on cosine similarity as a measure of semantic association, which assumes that the embedding space is approximately isotropic. However, prior work has reported that many widely used language models do not satisfy this assumption, raising concerns about the reliability of bias measurements. ZCA whitening transforms the covariance of the embedding space into the identity matrix while minimizing perturbation to the original vectors. This transformation restores the isotropy condition on which WEAT relies. We evaluate our approach on ten standard WEAT test suites and seven models spanning three architectural families, yielding 70 model-task combinations. The results show that ZCA whitening substantially reduces the anisotropy of the embedding spaces across all models. Particularly for highly anisotropic models, we further observe improvements on standard semantic similarity benchmarks, indicating that the calibrated space better captures semantic associations. After calibration, over 30% of WEAT results change significance status, and effect sizes shift in both directions depending on bias category. These shifts suggest that uncalibrated measurements may both overestimate and underestimate the associations encoded in the embedding space. These findings indicate that previously reported bias measurements in anisotropic embedding spaces should be interpreted with caution and may benefit from re-evaluation with calibrated methods. Our approach contributes to restoring the measurement foundation of WEAT across both computational social science and AI fairness research.