On the Value of Cross-Modal Misalignment in Multimodal Representation Learning

Multimodal representation learning, exemplified by multimodal contrastive learning (MMCL) using image-text pairs, aims to learn powerful representations by aligning cues across modalities. This approach relies on the core assumption that the exemplar image-text pairs constitute two representations of an identical concept. However, recent research has revealed that real-world datasets often exhibit cross-modal misalignment. There are two distinct viewpoints on how to address this issue: one suggests mitigating the misalignment, and the other leveraging it. We seek here to reconcile these seemingly opposing perspectives and to provide a practical guide for practitioners. Using latent variable models, we thus formalize cross-modal misalignment by introducing two specific mechanisms: selection bias, where some semantic variables are absent in the text, and perturbation bias, where semantic variables are altered---both leading to misalignment in data pairs. Our theoretical analysis shows that, under suitable assumptions, population global minimizers of an alignment--entropy surrogate yield representations that depend only on the semantic variables unaffected by selection and perturbation biases and locally identify this subset almost surely. Extensive empirical studies on synthetic data and real image-text datasets further examine how cross-modal misalignment shapes semantic predictability and downstream performance, shedding light on its nuanced impact on multimodal representation learning.