A very specific definition of 'exclusive'

I spend a lot of time on Netflix, but I'm afraid that I often don't do a very good job focusing on the main point. What's important here is not the strengths and weaknesses of the company -- let the day traders do their own research -- but rather the way that the story illustrates so many of the problems in the way the press covers business, particularly the tech sector.

For example, the coverage of "Netflix Originals" shows how persistent a factual error can be if it fits a popular narrative. In this case, the narrative is that Netflix is the next HBO which has lead many journalists covering the story to assume that Netflix is building a content library similar to HBO's. They aren't. Netflix doesn't own shows like House of Cards. They just license it. Anyone who researches the story should know this, but more often than not, you see something like this from Seeking Alpha:

Reed Hastings can now promote Netflix as the only place to see "House of Cards" and other Netflix original series that are gaining momentum, like "Orange is the New Black." These productions will generate millions of new members. One other major benefit is that Netflix owns ALL rights to the shows, and can easily now start offering some kind of service in new markets like Asia.

I've been banging this drum for quite a while, but I have to admit I was surprised to learn how narrow even the streaming rights are.

Apparently, Netflix's rights to exclusive access only cover unlimited streaming options like Amazon Prime. You can still buy episodes online from other sources if you're willing to cough up a couple of bucks.

Is purchasing very limited rights a smart business strategy on the part of Netflix? That's a question for another post.  For now, though, let's just say that this is yet another story where the narrative sometimes obscures the facts.

False flags

Frances Woolley has a nice post about retirement and women's rights:

Yes, there are older female academics who will enjoy greater financial security as a result being able to work past 65. But let's think not about anecdotes - the stories of particular men and particular women. Overall, how many of the beneficiaries from the end of mandatory retirement are men, and how many are women? Who bears the costs of the transition?

Two thirds of university teachers between 65 and 69 are men (p. 22 here), as are three quarters of those over the age of 70. This is not simply a reflection of an academy that, 20 or 30 or 40 years ago, when these folks were hired, favoured men over women. Let's rewind five years, to when the people who are now 65 to 69 were 60 to 64. This is more or less the same group of people, just at two different points in time.

In 2005-6, just before the standard retirement age ended, 65 percent of academics aged 60 to 64 were male (p. 22 here).

In 2010-11, when that same cohort of people were 65-69, 68 percent of those working as university teachers were male. There is hardly any hiring of individuals into university teaching in that age group. The only plausible explanation of the three percentage point increase in the proportion of men in the academia is that the more women than men retired in that cohort.

In other words, while there might be other reasons to end mandatory retirement, it is pretty clear that it did very little to increase the participation of women in the academy.  Furthermore, since it is very costly (professors at the end of their careers make a lot in Canada), it may well outcompete alternatives like a massive pay equity program. 

You see this sort of principal a lot when people don't want to admit the actual reasons that they are doing something.  Or, even worse, when they are pretending to be on the side of the people who will lose the most from the policy.

My current favorite example is the opposition to gas and congestion taxes under the rubric that they hurt the poor the most.  That can only be true in a very narrow sense.  First of all, the poorest of people don't actually own cars (which are expensive).  Second, subsidizing car commuting makes it more difficult to put in alternative systems like public transit -- as this approach both makes driving easier and starves government of revenue.  Who benefits the most from public transit?  I'll give you a hint -- it's not the people with brand new SUVs. 

Furthermore, the real test of a false flag is when people resist alternative ways to help the populations who are under discussion.  For example, do the people who are against mandatory retirement also want to ensure strict gender equality in pay?  What about paying for long maternity leaves to make it easier for women to retire at 65 with full pensions? 

Similarly, why can't we increase the gas tax and then give money to poor people (who could spend it on gas or something else)?  Heck, to be logically consistent, the tax that would hurt the poor the least would be a wealth tax.  Why not do that instead of a gas tax? 

Now this is not to say that these policies may not be okay on the merits without the false flags.  The policy alternatives that I pointed out may have other good reasons to be rejected.  But the failure to even engage these adjacent arguments is a pretty good evidence that the main priority is not the concern for the group in question but rather worry that the policy argument is weak on the merits.

And we should be less forgiving of that. 

Remembering a couple of conservative college columnists

A quick digression to set up the story. After getting a B.F.A. in creative writing, I did what seemed at the time to be the sensible thing and went off to a master's program in a very big out-of-state school. It didn't go well -- the main thing I learned was that I didn't want to be an English professor -- so I returned to my alma mater to get a teaching certificate. The education requirements didn't fill up my schedule so I decided to take some math courses and get a double certificate (which eventually led to a much more pleasant grad school experience but that's another story).

While I was making that initial run at grad school, a conservative columnist at the university paper (which was big enough to be a multi-section daily) was kicked off the staff for repeatedly lifting large chunks from George Will columns. It wasn't a big story even around the school but there was something slightly funny about the columnist's name that made him lodge in my memory.

A year later, back at the then-small college in Arkansas (it has grown considerably since I left), I noticed something in that school's paper (a far less impressive weekly tabloid of about twelve pages).

The paper's conservative columnist was an odd, bitter fellow, antisocial and prone to bizarre feuds with faculty members and student groups whom he felt were promoting a leftist agenda. His column that week was focused on the ways conservative voices were persecuted in academia and exhibit 1 was the previously mentioned plagiarist. Not that plagiarism figured prominently in this account. The column was written under the assumption that the dismissal had been politically motivated and any charges of journalistic impropriety had been trumped up to silence a someone willing to challenge the liberal establishment.

The slant was not unexpected given the author. What did surprise me was the reference to this obscure story from a school hundreds of miles away. This was in the late Eighties, years before the internet so it's not like they got it from a friend on Facebook. I was fairly certain that I was the only student at the small school who had attended that big university the year before and the only reason I remembered the incident was because of that odd connection I had made with the name. How did the story make that long trip and how did it get transformed from embarrassing lapse to heroic stance?

After I started paying more attention to this columnist in particular and to other conservative writers at other colleges, it started to make more sense. Both the left and the right had channels for distributing useful information and in some cases misinformation, but the channels on the right tended to be more centralized and obviously better funded. When a conservative journalist ran into trouble, there was a national network in place to disseminate his side of the story.

Things may have always been this way with more money and support available on the right, but I suspect that much of what I observed was the result of the rise of the conservative movement and that today's right-wing media owes at least some of its DNA to those information exchanges of the Eighties.

What's wrong with the press part 10^100 -- people who use 'summer' as a verb

One of these days, I want to do some long posts on race and class prejudices. The two topics are so closely intertwined and so complexly related that you can't have an in-depth conversation about one without addressing the other. That's a huge problem because, thought the press might be willing to address its racism, it is in complete denial about its class bigotry and lack of diversity.

This anecdote from the Philadelphia Inquirer says a lot.

Jill Nelson says she had misgivings from the start.

On the day she was interviewed for a writing job at the Washington Post's new magazine in 1986, she recalls, the conversations seemed less about her work and more about her.

Editor Ben Bradlee, who has since retired, warmed up, according to Nelson, only after she told him she'd summered each year at Martha's Vineyard. The privileged background that Nelson had alternately enjoyed and eschewed had given her an "in."

But getting there was one thing, she writes; surviving was another.

Her book, Volunteer Slavery: My Authentic Negro Experience, is a juicy expose of life at one of the nation's most venerable institutions. In this memoir, published by Noble Press, Nelson describes four puzzling, disillusioning and demeaning years at the job and severe family strains that she had to deal with at the time.

Faced with the challenge of keeping her integrity and meeting the expectations of editors portrayed as callous and ignorant about African American sensibilities, Nelson says she knew four months after her arrival that it wasn't going to work. But she hung in, she said in an interview last week, for the money and out of a sense of responsibility. Success, she said, was an expectation of her upper-middle-class upbringing. The subtitle, she said, underscores lifelong feelings that her background had allowed her to elude the experiences of most blacks.

A recent exchange I had with my iPhone

You know those ads where people have those amazing Turing-certified conversations with Siri.








Here is what one of my recent conversations with Siri sounded like.

Me: "Call _____ home."

Siri: "There's no home number for _____. Would you like me to use mobile instead?"

Me: "Call _____ home."

Siri: "Which phone number for _____?"

Me: "Call _____ home."

Siri: "Calling _____ home."

"As God as my witness..." is my second favorite Thanksgiving episode line [Repost]

If you watch this and you could swear you remember Johnny and Mr. Carlson discussing Pink Floyd, you're not imagining things. Hulu uses the DVD edit which cuts out almost all of the copyrighted music. .

As for my favorite line, it comes from the Buffy episode "Pangs" and it requires a bit of a set up (which is a pain because it makes it next to impossible to work into a conversation).

Buffy's luckless friend Xander had accidentally violated a native American grave yard and, in addition to freeing a vengeful spirit, was been cursed with all of the diseases Europeans brought to the Americas.

Spike: I just can't take all this mamby-pamby boo-hooing about the bloody Indians.
Willow: Uh, the preferred term is...
Spike: You won. All right? You came in and you killed them and you took their land. That's what conquering nations do. It's what Caesar did, and he's not goin' around saying, "I came, I conquered, I felt really bad about it." The history of the world is not people making friends. You had better weapons, and you massacred them. End of story.
Buffy: Well, I think the Spaniards actually did a lot of - Not that I don't like Spaniards.
Spike: Listen to you. How you gonna fight anyone with that attitude?
Willow: We don't wanna fight anyone.
Buffy: I just wanna have Thanksgiving.
Spike: Heh heh. Yeah... Good luck.
Willow: Well, if we could talk to him...
Spike: You exterminated his race. What could you possibly say that would make him feel better? It's kill or be killed here. Take your bloody pick.
Xander: Maybe it's the syphilis talking, but, some of that made sense.

It's not a question of being too positive or negative but of being wrong in both directions

Given some recent discussions, I perhaps ought to go back and clarify my position on Google's driverless cars. The Google part is important. Lots of companies, particularly big auto makers like GM and Nissan, are seriously pursuing this research. However, when you read a news account about autonomous vehicles, most of the time it's a story about Google which is troublesome for at least two reasons: first because there are some big concerns that are particularly applicable to Google's approach; and second because Google has a way of playing to the worst tendencies in tech reporters. The result is a standard narrative that manages to get both the pros and the cons wrong.

The official account goes something like this: from a technological standpoint, the Google driverless car is virtually good-to-go. There is every reason to expect you will be able to buy one in a couple of years; the only clouds on this horizon are concerns with safety and, more importantly, regulation. This version is extremely popular. It is regularly reported in the New York Times and the Wall Street Journal. It also gets both the pros and cons wrong.

Though it's too early to say for certain, safety appears to be the one non-issue for this technology. All transportation carries an element of risk, but based on a pretty good sample of road tests, that risk appears to be considerably smaller for Google's self-driving cars than it is for other ways of getting around.

Regulation is only a slightly greater concern We have had well over a century to work out the problems associated with insuring and regulating a wide variety of high-speed and potentially very dangerous vehicles. The idea that a viable, highly anticipated, and, relatively speaking, very safe technology will be kept off the market due to legal issues not just in the United States but in Europe and Asia is simply not believable.

So, if the concerns are not safety and regulation, what are they?

As previously discussed many times, much of the more gee-whiz reporting has been based on the idea that autonomous cars will quickly reach 100% adoption. As unrealistic as that assumption is, it pales in comparison to another jump tech reporters seem to have made.

Based on this Slate article, it appears that Google's approach to fully autonomous cars requires a specialized and highly expensive data infrastructure, specifically a collection of incredibly detailed maps. In order to compile this level of data, dedicated vehicles with human drivers have to travel the roads in question multiple times. What's more, the process needs to be constantly repeated to keep the data up-to-date. Road construction, new houses, all sorts of things need to be taken into account by the system.

The primary advantage of automobiles over other forms of transportation is their flexibility. A car can go pretty much anywhere you want. You can even decide on a new destination while traveling. In order to be viable, new automotive technology needs to keep that flexibility. Apparently Google's current approach means it would take a prohibitive amount of time and money to map out more than a tiny fraction of the nation's roads. Put bluntly, if this is true, given these infrastructure costs and be wide array of transportation alternatives, the Google's autonomous cars will never be viable in its present form.

Caveats are important here. It is entirely possible that Google is on the verge of a breakthrough that will allow its cars to operate off of existing Google maps. That would come close to making the technology viable. For all I know, the company could be preparing a press release as I write this. If this is the case, I'll pen a sheepish retraction then call friends and family members who don't drive and share the good news.

For now, though, this appears to be a very difficult technical nut to crack and, rather than showing signs of progress, Google seems to be trying to divert attention from the problem. You'll notice that their latest highly touted 'advance' was actually a step down in this respect, going from actual road tests to far less demanding closed tracks.

New side project up at Amazon.

A few years ago, I developed this checkers variant based on non-transitive relationships to help my students get some experience working with the concept. I'll talk more about the game and its development later, but in the meantime, here's a link to the webstore at Amazon.

For another example of non-transitive play, check this out. If nothing else, it will give you something to talk about if you ever meet Warren Buffet.

This isn't about Ferguson, but it may be the most relevant thing you'll read on the subject.

This is an excellent time to go back and reread "Against Law, For Order" by Mike Konczal. Since this essay appeared in April of 2012, we've seen the acquittal of George Zimmerman, the grand jury ruling on Darren Wilson and any number of additional incidents that support Konczal's troubling but convincing argument.

More bad behavior from your friendly neighborhood cable company

There's another flight going on between Viacom and a cable provider. Suddenlink, a major provider for much of the middle of the country, has recently dropped all of by a calms basic cable channels. This includes big names such as MTV, Nickelodeon, TVland, and Comedy Central. In Their place Suddenlink has scheduled some decidedly second-tier alternatives. Fans of Jon Stewart now have to make do with Jon Lovitz.

The story hasn't gotten a lot of attention (as often happens when you're on Central Time), but it's worth digging into if you're trying to keep up with the media landscape. It also ties into our ongoing rabbit ears thread.

Having lost most of the cable channels he regularly watched, a friend of mine recently called up Suddenlink and tried to downgrade his service. If you've been following the news you probably know what's coming next. He was immediately referred to a "specialist" who spent the next half hour badgering him ("why don't you want to get the best deal?").

At one point my friend (who has suffered through many of my tirades on the subject) said he was thinking about going over to an antenna. That was largely a bluff -- between terrain and distance to a broadcast tower, he probably wouldn't get very good reception unless he put up quite an antenna -- but the response was interesting. The specialist told him that going to over-the-air television would mean giving up HD.

Like I said, my friend had heard more on this topic than a reasonable person would care to so he knew this simply was not true -- not only can you get HD over the air; the quality is often better than what you get from cable -- so he challenged the company rep on this point and got him to back down to a "I'm pretty sure you can't get HD." My friend still didn't get them to accept the downgrade but he did get a rate reduction, which counts as victory when dealing with a cable company.

This ties into perhaps the most important point in these terrestrial TV stories. Competition is good but it's not not good enough by itself. When American television joined the rest of the world and went digital,the market should have become more competitive but years after the conversion, cable and satellite companies are still able to act like near-monopolies in large part because of asymmetry of information.

I've argued that digital over-the-air television is a great technology that more people ought to be using, but it may turn out to have the most impact on those stick with cable. Dealing with Comcast et al. will be much easier when the companies start facing more market pressure.

Megan and Mark are in synch

This is Joseph.

As a follow-up to Mark's post, Megan McArdle has this great point:

If the left-wing MSM is indeed biased against you, then your strategy needs to take that into account. Do you have a plan for compelling the left-wing MSM to treat you fairly? If not, then you should not settle upon a course of action that would work, if only this fact were not true. You don't launch your cavalry regiment against a Panzer battalion on the grounds that you could beat the Germans if only they didn't have all those darned tanks.

In other words, at some point an optimal strategy involves accepting the world as it is and not complaining that it isn't the best of all possible worlds.   The ability to develop realistic strategies in the face of the "facts on the ground" is a key skill in many contexts: political, military, and even business. 

Thoughts on the coming storm

From a text exchange I had on election night

The press has gone from
"The Republicans are the responsible party"
To
"Both parties are irresponsible"
To
"The Republicans will start being responsible after they win"
To
Whatever they are going to say after the impeachment.

[voice recognition errors corrected.]

This must be an interesting time to be a political scientist or anyone studying the way institutions form, function and fail.

The  Republican party seems locked into a course that defies conventional political explanation. I don't see any way that this fight over this issue is a winning move for the GOP. I am inclined to agree with Josh Marshall's analysis:

It all adds up to an intense and likely toxic campaign fracas in which a lot of people will have a unique and intense motivation to vote. That will apply to people on both sides of course. But the anti-immigration voters vote consistently almost every cycle. And as intense as your animus is toward undocumented immigrants, it's hard for it to compare to the motivation of voters who directly know someone who will be affected. And that latter group has far more 'drop-off' or occasional voters.

This isn't getting mentioned a lot right now. But behind the headlines I suspect it's one of the key reasons Republican elites are upset that this might happen: because it's an electoral grenade dropped right into the heart of the 2016 campaign.

Of course, the standard line at this point is to say something about the leaders of the party losing control of the base, but I don't buy that -- at least not in the way it is generally framed. For one thing, the underlying political philosophy of the base and the leaders doesn't seem that different, and where there are differences, they seem to mostly come from the base actually believing the message crafted by the party elites.

Keeping in mind that they decisively won the last election, the Republicans still have big problems with information and coordination. That makes it more difficult for the party to make decisive rational moves that promote its self-interest and instead leaves it inclined to seek catharsis. Shut down and impeachment are about emotional release. The challenge for the party leadership is convincing their followers that there's something more important than that.

Other than stem cells...

What are the most notable examples of regulation holding back new technology? There has been a lots of talk recently about encouraging innovation through deregulation zones. The idea being that, for example, having a city with no regulation on drones will spur a great deal of research into the technology. On one level, this does make a certain amount of sense. The easier it is to do research, the more research we expect to see.

That said, other than studies with human subjects (where the rules really can have a dampening effect), I can't think of an area where regulations are clearly having a big negative impact on research. When a technology is promising and well-funded (as with drones), companies don't seem to have that much trouble working with the rules.

I assume I'm missing some obvious example. Any ideas?

"Duct tape and string"

Or as we used say back in the hills, spit and bailing wire.

From James Kwak's recent piece on United Airlines:

There are two lessons to be drawn from these entirely unexceptional examples of air travel gone wrong. One is that United’s computer systems don’t work — for the same reasons that many large companies’ core systems don’t work. The overnight unbooking and rebooking was probably a computer error, and in any case United had no way of rolling back all the automated changes to its reservation system. The automated cancellation of my return flight was either an incompetent customer service representative who didn’t preserve my return reservation when I asked her to, or a computer system that didn’t give her any way of preventing the cancellation. I was downgraded from first class because some marketing genius at United decided to add a new upsell feature to the website — but no one bothered to extend the legacy system they use behind the scenes to capture the new data from the ticket sales process. (This is a common problem with enterprise software these days: companies build new features in their websites but can’t integrate those features properly with their core processing systems.) All of this just reinforces a point I’ve made several times before: the computer systems holding together the world’s largest companies are held together by duct tape and string.

I've got at least a couple of posts I'd like to write on the how bad this side of the business often is. Having seen some of these systems up close, I'm surprised things don't crash and burn more often.

A subtle issue with standardized tests

This is Joseph.

Dean Dad has a nice piece on assessment.  A part of it that jumped out was:

Johnson’s argument is subtle enough that most commenters seemed to miss it.  In a nutshell, he argues that subjecting existing instruction to the assessment cycle will, by design, change the instruction itself.  Much of the faculty resistance to assessment comes from a sense of threatened autonomy.  Johnson addresses political science specifically, noting that it’s particularly difficult to come up with content-neutral measures in a field without much internal consensus, and with factions that barely speak to each other. 

He’s right, though it may be easier to grasp the point when applied to, say, history.  There’s no single “Intro to History” that most would agree on; each class is the history of something.  The ‘something’ could be a country, a region, a technology, an idea, an art form, or any number of other things, but it has to be something specific.  Judging a historian of China on her knowledge of colonial America would be easy enough, but wouldn’t tell you much of value.  If a history department finds itself judged on “scores” based on a test of the history of colonial America, then it can either resign itself to lousy scores or teach to the test.

This means that the design of standardized test is crucially important if students and/or teachers are going to be evaluated on them.  For some subjects, e.g. basic math, this may be less controversial but it still involves making choices about what the emphasis will be.  A perfect test is like a perfect teachers -- neither beast really exists in nature. 

But this is critically important for high stakes tests, because what is taught cannot help but be influenced by the test.  If history questions on the high stakes tests are all focused on colonial America, guess what the history section of classes will look like.  In some sense that is okay, insofar as we have a broad consensus as to what should be taught.  But it does make the content of the tests a matter of public policy and concern as much as any other aspect of school instruction.