Mars Bars
In 1932, a factory in Slough produced the world’s first Mars bar. Fifty years later, Financial Times writer Nico Colchester pointed out that the price of the confectionary in Britain was neatly correlated with the buying power of pound sterling. By measuring the cost of things in Mars Bars, Colechester noted how graduate salaries had improved slightly in 40 years. Meanwhile, train fares had become cheaper but roast beef dinners in pubs had gone up by more than 60 percent.
Baked Beans and Popcorn
When financial experts are trying to determine whether an economy is generally in good health, they often look to food products. In 2009, the Odeon cinema company announced an “Odeon Popcorn Index” that it claimed showed higher sales and therefore signs of economic recovery in Britain following the financial crisis of 2008. And analysts have also scrutinised sales of baked beans, popular when times are tough, as an indicator of how people are responding to periods of economic decline. When baked bean sales fell in 2013, some took it as a sign that the UK economy was in rude health.
French Fries
A fascinating article in the Oregonian in 1998 observed that sales of French fries could be a helpful indicator of trade between America and Asia. This food “leads US industries into foreign markets” wrote Richard Read, thanks to the fact that America exports so many of them (something that remains true today). And he added that consumption of French fries was also an indicator of how well-developed an Asian economy had become. This meant that when economic trouble in Asia was brewing in the late ’90s, farmers in the US were hit hard.
Comments, observations and thoughts from two bloggers on applied statistics, higher education and epidemiology. Joseph is an associate professor. Mark is a professional statistician and former math teacher.
Thursday, February 6, 2020
More appetizing than Milton Friedman's Underwear Index
The BBC has a list of oddball economic indicators centered around fast food. I was familiar with the Big Mac Index, and of course, I knew about the Waffle House Index. (I don't like to brag, but I grew up in a two WF town). The rest of these, however, are new to me.
Wednesday, February 5, 2020
Josh Marshall on the reaction to the impeachment
We've been pushing this for a long time, but political journalists (at least the smarter ones like Marshall) are getting better about thinking through the implications of selection effects on polling data.
Why Are President Trump’s Poll Numbers Going Up?
But there is another plausible explanation. Pollsters call it differential response. When one side gets enthused or energized their numbers go up but in an ephemeral fashion. The pumped-up side is a bit more eager to answer the phone or fill out the survey. The demoralized side is a bit less eager. This is a real and demonstrated phenomenon, not just a concept or speculation. It’s not necessarily an error per se in the polling. It’s picking up something real. It’s just ephemeral.
One example many of us likely remember came after the first general election debate in 2012. President Obama turned in a stiff and disconcertingly flat performance. The consensus was that Mitt Romney won the debate and for the first and last time in the cycle Romney briefly pushed into the lead.
There are good reasons to think that at least some of that is happening today — the President’s impending acquittal and Republican unity have been the driving news of the last two or three weeks. Republicans are energized and enthused by the certainty of President Trump’s acquittal. Many Democrats are demoralized by seeing an overwhelming and exacting case made for the President’s guilt and seeing it simply not matter.
Tuesday, February 4, 2020
Tuesday Tweets
Not a perfect film, but damn, are parts of this movie are prescient.
Certain irony in seeing it on Movies! which is one of the Fox divisions that stayed with Murdoch.
— Mark Palko (@MarkPalko1) February 2, 2020
Holy hell. https://t.co/PKYnWI9fvn
— Charles P. Pierce (@CharlesPPierce) February 2, 2020
Good. National coverage of Iowa and New Hampshire tends to set up unhealthy feedback loops and pushes them further into Keynesian beauty contest territory.
The NYT, WaPo and CNN homepages all have essentially nothing above the fold about the Iowa caucuses, which are in 2 days. It's still all impeachment.
(Although CNN does have a house ad up for its show(!) about the final Des Moines Register poll tonight.) pic.twitter.com/dAeQvDP5TI
— Nate Silver (@NateSilver538) February 1, 2020
We're all nerds here. We might as well embrace it.
There's arguably a Cretan's paradox aspect to 2016. If Trump won because experts were wrong (thinking he couldn't win), then he would have lost if they thought he could have won. https://t.co/FizJAzXyoX
— Mark Palko (@MarkPalko1) February 2, 2020
Extraordinary footage from the front-line of the Australian fires. Watch how an apparently normal scene is transformed in 90 seconds into an inferno. https://t.co/8sdOeWRncL
— Adam Tooze (@adam_tooze) January 30, 2020
Classic emperor's new clothes: Once the PR bubble pops, no aspect of a company's former "genius" is not subject to withering scrutiny, where it suddenly looks beyond ridiculous. https://t.co/vYsM3BehGr
— Barry Ritholtz (@ritholtz) January 30, 2020
We'll be making fun of Quibi (and Vulture) later.
Because nothing enhances a sweeping epic like being chopped into 10 minutes chunks.
"Quibi tells Vulture it is working with Vikings writer-producer Michael Hirst on Charlemagne, a biopic about the historical icon Charles the Great." https://t.co/yYx3KcvS1o via @vulture
— Mark Palko (@MarkPalko1) January 31, 2020
I really want to see how Carl's Jr/Hardees markets the cricket-burger.
"Crickets offer roughly the same amount of protein as beef as well as significantly more micronutrients since you're consuming the exoskeleton as well." https://t.co/u2z2XhfOxp
— Eric Levitz (@EricLevitz) January 29, 2020
Still suspect that McConnell made the smart call for the party (not to be confused with the right call for the country), but it couldn't have been an easy calculation.
Support for witnesses in the Senate impeachment trial in recent polls:
Quinnipiac 75
Monmouth 80
Reuters 72
CNN 69
AP/NORC 68
Quinnipiac 66
WaPo 71
Support for witnesses even in positive territory among Republicans.
And these polls are almost all before the Bolton story broke.
— Josh Jordan (@NumbersMuncher) January 28, 2020
I wonder if there are new Festinger's already embedding themelves and working on their QAnon books.
QAnon conspiracy theorists are urging their fans to ward off the coronavirus by drinking bleach.
https://t.co/UYRT3mYN7F
— Will Sommer (@willsommer) January 28, 2020
Monday, February 3, 2020
On a related note, I completely believe the claim that losing their top viewed shows had no negative impact
Picking up on last week’s story. This is getting more play than I expected.
For those tuning in late (a callback to when media was something you tuned into), Netflix has always been a push-the-envelope when it comes to metrics and transparency, going back to the debut of House of Cards, when the company let pretty much every journalist on the East Coast report that the company actually owned rather than merely licensed their “originals.” (When business reporters finally caught on, the company started actually buying some of the rights, though still less than most people realize.) The narrative that has kept the stock flying high (P/E in the eighties last time I checked) depends on the business press not looking too closely at these details.
[See also here. I'll admit being a bit smug about "I have a feeling that Netflix's transparency is about to become a bigger part of this story."]
The narrative is even more dependent on the idea that Netflix is building a massive library of popular, highly valuable content. Putting aside the enormously complicated question of exactly who owns what with shows like She-Ra, it is also essential to remember the incentive that the company has in portraying their originals as successful, and how much it spends to push that impression.
The streaming wars opened up unprecedented floods of marketing and PR cash, with Netflix taking the lead. An astounding amount of money has been spent getting you to check out the Witcher, either through advertising, SEO, press junkets and interviews, and planting (sometimes ghost-written) stories in major news outlets. Except for SEO, there’s nothing new here – the practices go back to when United Artists meant Chaplin, Fairbanks, Pickford and Griffith – but the magnitudes are unheard of.
With that in mind, think about the difference between a metric that counts people who watched more than two thirds of a show and people who basically made it through the opening credits. Marketing and PR definitely build interest and curiosity, so we would expect the new metric to favor heavily promoted originals over old TV shows and familiar movie (none of which are central to the Netflix narrative and most of which are owned by studios that are starting their own streaming services and pulling their content).
Fuzzy stats. There was a whiff of desperation in some of the data Netflix shared in its letter Tuesday. The company announced it changed the way it counts views on the service. Now, instead of counting a “view” as a subscriber watching 70% or more of a show or movie, Netflix stops counting after the first two minutes. The company said measuring views that way puts it on par with other online video platforms like Google’s YouTube.
But YouTube and other free video platforms are much different than Netflix. Counting a view after two minutes makes sense for them because that’s long enough for a viewer to get an ad served to them. Netflix doesn’t have advertising, and relies on subscribers staying glued to their screens for as long as possible. Even with the new counting method, Netflix said views were up an average of 35%.
Then there was that odd Google Trends chart Netflix plopped into the letter that was meant to demonstrate the popularity of its new show “The Witcher” versus shows on new rival platforms like Disney+‘s “The Mandalorian” and Apple TV+’s “The Morning Show.” Putting aside the fact that a Google Trends chart isn’t the best way to measure interest in a TV show, Netflix used a global version of Google Trends to make its comparison, even though Disney+ was only available in the U.S. and Canada. Netflix said 76 million member households watched “The Witcher” in December, but it’s impossible to gauge how popular it really was if those views were based on just a minimum of two minutes.
Competition affected domestic subscribers. It looks like the November 2019 launches of Disney+ and Apple TV+ took its toll on Netflix in the U.S. and Canada. Netflix said its recent price increases and “competitive launches” in the quarter caused its “low membership growth” for the quarter. (Netflix only added 550,000 subscribers in the U.S. and Canada versus the 1.75 million it added in the year-ago quarter.)
That could spell trouble for Netflix as its rivals expand across the globe.
...
No “Friends,” no problem. Netflix’s execs were asked on the earnings call Tuesday about the loss of “Friends” to upcoming rival HBO Max. While “Friends” was believed to be one of the most popular shows on Netflix, Chief Content Officer Ted Sarandos said subscribers find other things to watch when a popular licensed show leaves the service. (Although he didn’t provide any data to back that up.)
The bottom line: Netflix’s mixed earnings report showed the company is sticking to its strategy of investing more and more in content, with the aim of growing its subscriber base. But as the competitors start to light up their own streaming services, it has a renewed pressure to prove it can compete.
Friday, January 31, 2020
Sure, but that's seven billion over twenty years
I knew that CollegeHumor was a powerhouse, but I never realized what kind of numbers until I looked this up.
As many have noted, the economics of video are insane. Between dealing with monopolies like Facebook and Youtube and competing against VC funded unicorns, even an extraordinarily successful and apparently well managed company can find itself doomed.
I was going to segue into into mockery of Quibi, but I'm just too depressed.
As of November 2019, The CollegeHumor YouTube channel has reached over 7.1 billion views, and over 13.5 million subscribers.
As many have noted, the economics of video are insane. Between dealing with monopolies like Facebook and Youtube and competing against VC funded unicorns, even an extraordinarily successful and apparently well managed company can find itself doomed.
I was going to segue into into mockery of Quibi, but I'm just too depressed.
Thursday, January 30, 2020
The way you define your metrics determines what you measure -- Netflix edition
From Marketplace.
Here's the thing. You don't really need an indicator of how many people completed a show (even a very, very clear one), if you already know the actual number who did., No company has fetishized the collection of viewer data more than Netflix. They track how long you watched, when you paused, where you rewinded.
Though it's not the best measure of how many people have watched a show, the 2-minute warning does give us an excellent read on interest/curiosity level, how well your marketing and PR worked, how appealing your stars are, how much people listen to your recommendation engine.
And it produces really impressive numbers like 76 million.
In an industry where billions are spent every year on promoting content, there is a legitimate business need for these metrics, but they leave some people wanting more.
“The Witcher” starts with Henry Cavill and his chiseled jaw battling a gurgling swamp monster. According to Netflix, 76 million member households watched at least this far.
Netflix counts people who watch the first two minutes of the show as viewers. So if you moved onto something else, you still boosted Netflix’s ratings.
“That two-minute period is enough of an indicator for them to [have a] very clear indication of people completing it,” said Courtney Williams, head of partnerships at Parrot Analytics. “So they don’t have to go all the way through.”
Here's the thing. You don't really need an indicator of how many people completed a show (even a very, very clear one), if you already know the actual number who did., No company has fetishized the collection of viewer data more than Netflix. They track how long you watched, when you paused, where you rewinded.
Though it's not the best measure of how many people have watched a show, the 2-minute warning does give us an excellent read on interest/curiosity level, how well your marketing and PR worked, how appealing your stars are, how much people listen to your recommendation engine.
And it produces really impressive numbers like 76 million.
In an industry where billions are spent every year on promoting content, there is a legitimate business need for these metrics, but they leave some people wanting more.
But Netflix still has investors who want to know who kept watching.
“It is proverbially grading one’s own homework, and there has to be a bit more transparency,” said Tim Hanlon, CEO of media advisory investment group Vertere.
Netflix probably knows how many people finished “The Witcher.” But unless investors press for more details, we never will.
Wednesday, January 29, 2020
I shouldn’t have to say this, but earth is nicer than Mars
Furthermore, even allowing for the worst possible case scenarios with environmental disasters and the best for terraforming technologies, earth will always be nicer than Mars.
Caleb A. Scharf writing for Scientific American:
Caleb A. Scharf writing for Scientific American:
One of those hurdles is radiation. For reasons unclear to me, this tends to get pushed aside compared to other questions to do with Mars's atmosphere (akin to sitting 30km above Earth with no oxygen), temperatures, natural resources (water), nasty surface chemistry (perchlorates), and lower surface gravitational acceleration (1/3rd that on Earth).
...
The bottom line is that the extremely thin atmosphere on Mars, and the absence of a strong global magnetic field, result in a complex and potent particle radiation environment. There are lower energy solar wind particles (like protons and helium nuclei) and much higher energy cosmic ray particles crashing into Mars all the time. The cosmic rays, for example, also generate substantial secondary radiation - crunching into martian regolith to a depth of several meters before hitting an atomic nucleus in the soil and producing gamma-rays and neutron radation.
...
However, if we consider just the dose on Mars, the rate of exposure averaged over one Earth year is just over 20 times that of the maximum allowed for a Department of Energy radiation worker in the US (based off of annual exposure).
And that's for a one-off trip. Now imagine you're a settler, perhaps in your 20s and you're planning on living on Mars for at least (you'd hope) another 50 Earth years. Total lifetime exposure on Mars? Could be pushing 18 sieverts.
Now that's kind of into uncharted territory. If you got 8 sieverts all at once, for example, you will die. But getting those 8 sieverts spread out over a couple of decades could be perfectly survivable, or not. The RAD measurements on Mars also coincided with a low level of solar particle activity, and vary quite a bit as the atmospheric pressure varies (which it does on an annual basis on Mars).
Of course you need not spend all your time above surface on Mars. But you'd need to put a few meters of regolith above you, or live in some deep caves and lava tubes to dodge the worst of the radiation. And then there are risks not to do with cancer that we're only just beginning to learn about. Specifically, there is evidence that neurological function is particularly sensitive to radiation exposure, and there is the question of our essential microbiome and how it copes with long-term, persistent radiation damage. Finally, as Hassler et al. discuss, the "flavor" (for want of a better word) of the radiation environment on Mars is simply unlike that on Earth, not just measured by extremes but by its make up, comprising different components than on Earth's surface.
To put all of this another way: in the worst case scenario (which may or may not be a realistic extrapolation) there's a chance you'd end up dead or stupid on Mars. Or both.
Tuesday, January 28, 2020
Tuesday Tweets -- quantity has a quality all its own
Lots of tweets this timei said SNL sucks and the head writer got mad and me and, well, i wrote about ithttps://t.co/3fgl6pir5F
— jack allison (@jackallisonLOL) January 22, 2020
remember when you guys let Donald Trump guest host when he was running for president https://t.co/X9lMlNkuTP
— flglmn (@flglmn) January 26, 2020
Here's my account of how Jim Spanfeller mangled the site I loved with his unwashed hands: https://t.co/KgfCfmd27m
— Samer (@Samer) January 22, 2020
Once again. academics prove the obvious: "The preferences of the rich have more weight in the policy process than the preferences of the poor." https://t.co/eovI8FWEZX
— Bruce Bartlett (@BruceBartlett) January 23, 2020
Lots of red flags here, but still interesting as a thought experiment. https://t.co/AbIwaJ1iNf
— Mark Palko (@MarkPalko1) January 23, 2020
Current Affairs has a .org domain, so this could really screw us, and would mean that if we wanted to keep our site a private equity firm could gouge us out of more of our subscribers' dollars and leave less left over to make a magazine. https://t.co/5Lutb5rFlN
— Nathan J Robinson (@NathanJRobinson) January 22, 2020
"Clearview AI said its facial recognition software had been used by more than 600 police departments and government groups, incl. the FBI. But in at least 2 cases, the company suggested it was working with a police department simply because it had submitted a lead to a tip line" https://t.co/b4I4KYddRl
— Drew Harwell (@drewharwell) January 23, 2020
Local journalist speaks truth to power in @StoreyCounty Nevada…and power doesn’t like it. https://t.co/4T8x2QMm9h
— Russ Mitchell (@russ1mitchell) January 25, 2020
"The reason I'm about to do a cowardly contemptible thing is that I am so offended at Adam Schiff for predicting that I would do a cowardly contemptible thing."
— David Frum (@davidfrum) January 25, 2020
jesus https://t.co/61yqb75xgB
— Josh Marshall (@joshtpm) January 25, 2020
1. There’s zero chance she agreed to go off the record after the end of the recorded part of that interview.
2. It’s worth a note here that when Ari set up the interview on @npratc last night, he made a point of saying it was airing in its entirety, unedited. https://t.co/lWF2oJ3Gow
— Kai Ryssdal (@kairyssdal) January 25, 2020
Senator James Lankford, Republican of Oklahoma, stepped up to a bank of microphones in the basement of the Capitol to announce that he was not afraid of the president*. https://t.co/JslkMnr2rD
— Charles P. Pierce (@CharlesPPierce) January 25, 2020
This is really the entirety of what you need to know about the President's defense. "You will find that the President did absolutely nothing wrong." pic.twitter.com/j3vddMBU6Z
— Josh Marshall (@joshtpm) January 25, 2020
After talking about the MI Dem voters who left the presidential line on their ballots blank, Michael Moore tells the Cedar Falls crowd: "We're all going to vote for who the Democrat is." He holds for applause. No boos. But he pivots to warn against "compromise" candidates.
— Dave Weigel (@daveweigel) January 25, 2020
The framers feared "a British-style parliamentary democracy" in which the head of government serves at the pleasure of the legislature, says @AlanDersh .
At the time the US Constitution was written in 1787, there was no such system.https://t.co/pDM8hgiJ5E
— Jacob T. Levy (@jtlevy) January 26, 2020
Since the 2010 election, 25 states have instituted new restrictions that make it harder to vote. The measures include shorter voting hours; the shuttering of polling places in minority neighborhoods; and new limitations on early voting. https://t.co/7rlXpgLTeR
— Marc E. Elias (@marceelias) January 25, 2020
—
Josh Marshall (@joshtpm) January
26, 2020
Let's not kid ourselves, Jackie. They've been doing this for at least 16 years now - and I believe there's even a term for it! The first step in fixing a problem is identifying it: They're not better than this. https://t.co/8rr3t0zO02
— John Kerry (@JohnKerry) January 26, 2020
Just a thought but if you find yourself on national TV arguing that something the president just said is probably not a death threat maybe you should pause and reconsider your choices https://t.co/E5veeEcUub
— Judd Legum (@JuddLegum) January 26, 2020
Equivalent Fox poll on Clinton impeachment trial (same wording), late January 1999:
Yes 38%
No 55% https://t.co/YbKrHQngoI
— Richard Tofel (@dicktofel) January 26, 2020
Monday, January 27, 2020
The situation has evolved in the past three years, but...
I think that the underlying dynamics have, if anything gotten stronger since 2017. Trump's solid base of support is now, by any reasonable definition, a cult of personality. Republicans' ability to distance themselves the administration has diminished as Trump has grown less tolerant of dissent.
All of this raises interesting points about the next few days.
Tuesday, February 28, 2017
GOP Game Theory -- things are still different
"It's probably better to have him inside the tent pissing out, than outside the tent pissing in."LBJ on FBI Director J. Edgar Hoover,
[UPDATE: The conversation continues with The nuclear moose option and The Republicans' 3 x 3 existential threat.]
Let's start with a prediction:
Senate Minority Leader Charles Schumer (D-N.Y.) predicted on Tuesday that Republicans will split with President Trump within months unless the administration changes course.0
"My prediction is he keeps up on this path...within three, four months you're going to see a whole lot of Republicans breaking with him," Schumer said during an interview with ABC's "The View."
Schumer argued while most GOP lawmakers aren't yet willing to break publicly from the White House, they are privately having "real problems" with Trump's policies in his first month.
"A lot of the Republicans, they're mainstream people. ... They will feel they have no choice but to break with him," he said.
GOP leadership are largely dismissing any early signs of discord between Congress and the White House as they slowly try to make progress on an ambitious agenda.
Ed Kilgore, however, points out that Trump may not be as toxic as many people think:
So while it is hard to deny that Trump is amazingly unpopular for a new president, unless his approval ratings trend farther down the way even those of popular presidents typically do, his party may not suffer the kind of humiliation Democrats experienced in 2010. For all the shock Trump has consistently inspired with his behavior as president, there’s not much objective reason for Republican politicians to panic and begin abandoning him based on his current public standing. But in this as in so many other respects, we are talking about an unprecedented chief executive, so the collapse some in the media and the Democratic Party perceive as already underway could yet arrive.
The relationship between the Trump/Bannon White House and the GOP legislature is perhaps uniquely suited for a textbook game theory analysis. In pretty much all previous cases, relationships between presidents and Congress have been complicated by numerous factors other than naked self-interest--ideological, partisan, personal, cultural--but this time it's different. With a few isolated exceptions, there is no deeply held common ground between the White House and Capitol Hill. The current arrangement is strictly based on people getting things they care about in exchange for things they don't.
However, while the relationship is simple in those terms, it is dauntingly complex in terms of the pros and cons of staying versus going. If the Republicans stand with Trump, he will probably sign any piece of legislation that comes across his desk (with this White House, "probably" is always a necessary qualifier). This comes at the cost of losing their ability to distance themselves from an increasingly unpopular and scandal-ridden administration.
Some of that distance might be clawed back by public criticism of the president and by high-profile hearings, but those steps bring even greater risks. Trump has no interest in the GOP's legislative agenda, no loyalty to the party, and no particular affection for its leaders. Worse still, as Josh Marshall has frequently noted, Trump has the bully's instinctive tendency to go after the vulnerable. There is a limit to the damage he can inflict on the Democrats, but he is in a position to literally destroy the Republican Party.
We often hear this framed in terms of Trump supporters making trouble in the primaries, but that's pre-2016 thinking. This goes far deeper. In addition to a seemingly total lack of interpersonal, temperamental, and rhetorical constraints, Trump is highly popular with a large segment of the base. In the event of an intra-party war, some of this support would undoubtedly peel away, but a substantial portion would stay.
Keep in mind, all of this takes place in the context of a troubling demographic tide for the Republicans. Their strategic response to this has been to maximize turnout within the party while suppressing the vote on the other side. It has been a shrewd strategy but it leaves little margin for error. Trump has the ability to drive a wedge between a significant chunk of the base and the GOP for at least the next few cycles, possibly enough to threaten the viability of the party.
The closest analogy that comes to mind is the Democrats and Vietnam, but that was a rift in a big-tent loosely organized party. The 21st Century GOP is a small tent party that depends on discipline and entrenchment strategies. It's not clear that it would survive a civil war.
Given that, I suspect the next year or two will prove Schumer wrong. There is some evidence that the president's polling has stabilized, perhaps even rebounded a bit, but even if the numbers go back into free fall, Republicans in the House and the Senate will be extremely reluctant to break from Trump with anything more than isolated or cosmetic challenges.
This isn't just a question of not wanting Trump outside the tent pissing in; this is a question of not wanting Trump outside the tent tossing grenades.
Friday, January 24, 2020
Remembering the remarkable Mr. Jones
Ripping Yarns was a fun little show from Jones and Palin. Definitely a must for fans.
Jones was a historian and (not surprisingly) a talented popularizer.
Thursday, January 23, 2020
Rhetorical Orthogonality
I'm about to do one of those things that annoys the hell out of me when other people do it, namely taking a well-defined technical concept and trying to generalize it in order to make some big sweeping statements. So I start with apologies, but I think this goes to the heart of many of the problems we've been seeing with journalism and the public discourse (and also explains much of the difficulty that a lot of us run into when we tried to address those problems).
If we think of orthogonal data in the broad sense as something that brings in new information, it gives us a useful way of thinking about the discussion process. I'm thinking in a practical, not a theoretical sense here. Obviously a mathematical theorem does not technically bring any new information into a system, but in practical terms, it can certainly increase our knowledge. By the same token, a new argument may simply present generally known facts in a new light, but it can still increase our understanding. (You might argue at this point that I'm conflating knowledge and understanding. You'd probably be right, but, in this context, I think it's a distinction without a difference.)
My hypothesis here is that (putting aside literary considerations for the moment), good journalism should be judged mainly on the criteria of accuracy and orthogonality, with the second being, if anything, more important than the first. Instead, we often see indifference to accuracy and barely concealed hostility toward orthogonality. We do see a great deal of lip service toward diversity of opinion, but the majority of that "diversity" is distinctly non-orthogonal, falling on the same axes of the previous arguments, just going the opposite direction.
For example, imagine a disgruntled employee locked in an office with a gun. "He's willing to shoot."/"He's not willing to shoot" are nonorthogonal statements even though they contradict each other. By comparison, "he doesn't have any bullets" would be orthogonal. I'd put most of the discussion about liberal bias in the mainstream media squarely in the nonorthogonal category, along with every single column written by Bret Stephens for the New York Times.
Nonorthogonal debate has become the default mode for most journalists. What's more, they actually feel good about themselves for doing it. Whenever you have an expert say "is," you are absolutely required to find another who will say "is not." This practice has deservedly been mocked in cases where one of the arguments is far more convincing than the other (as with global warming), but even when there's some kind of rough symmetry between the positions, it is still a dangerously constrained and unproductive way of discussing a question.
If we think of orthogonal data in the broad sense as something that brings in new information, it gives us a useful way of thinking about the discussion process. I'm thinking in a practical, not a theoretical sense here. Obviously a mathematical theorem does not technically bring any new information into a system, but in practical terms, it can certainly increase our knowledge. By the same token, a new argument may simply present generally known facts in a new light, but it can still increase our understanding. (You might argue at this point that I'm conflating knowledge and understanding. You'd probably be right, but, in this context, I think it's a distinction without a difference.)
My hypothesis here is that (putting aside literary considerations for the moment), good journalism should be judged mainly on the criteria of accuracy and orthogonality, with the second being, if anything, more important than the first. Instead, we often see indifference to accuracy and barely concealed hostility toward orthogonality. We do see a great deal of lip service toward diversity of opinion, but the majority of that "diversity" is distinctly non-orthogonal, falling on the same axes of the previous arguments, just going the opposite direction.
For example, imagine a disgruntled employee locked in an office with a gun. "He's willing to shoot."/"He's not willing to shoot" are nonorthogonal statements even though they contradict each other. By comparison, "he doesn't have any bullets" would be orthogonal. I'd put most of the discussion about liberal bias in the mainstream media squarely in the nonorthogonal category, along with every single column written by Bret Stephens for the New York Times.
Nonorthogonal debate has become the default mode for most journalists. What's more, they actually feel good about themselves for doing it. Whenever you have an expert say "is," you are absolutely required to find another who will say "is not." This practice has deservedly been mocked in cases where one of the arguments is far more convincing than the other (as with global warming), but even when there's some kind of rough symmetry between the positions, it is still a dangerously constrained and unproductive way of discussing a question.
Wednesday, January 22, 2020
Return of the Space Libertarians -- Quest for the Philosopher's Stone
Wow. We've been at this for a long time.
If you set out to genetically engineer a program that libertarians ought to object to, you'd probably come up with something like the manned space program. A massive government initiative, tremendously expensive, with no real role for individual initiative. Compared to infrastructure projects the benefits to business are limited. You could even argue that the government's presence in the field crowds out private development.
(Much has been made of the rise of private space firms, but barring a really big and unexpected technological advance, their role is going to be limited to either unmanned missions or human flights in low earth orbit for the foreseeable future.)
There have been efforts in libertarian-leaning organs (The Wall Street Journal, Reason, John Tierney's NYT columns) trying to argue that interplanetary exploration can be done on the cheap. These usually rely heavily on the blatant low-balling of Robert Zubrin* (Tierney, a science writer who has no grasp of science, made a particularly ripe mark), but even if we were to accept these numbers, it's still difficult to reconcile this kind of government program with libertarian values.
Despite climate alarmist predictions, humans will likely survive for hundreds of millions of years into the future. In the meantime, we should begin creating atmospheres on suitable moons or planets. https://t.co/qsBtkbsNAY
— Senator Rand Paul (@RandPaul) January 19, 2020
Sen: physics, not magic, still applies on Titan. Atoms of O cannot be “made” by an organism, they come from sources around it (e.g. CO2, H2O). New types of atoms are made in nuclear, not chemical/biological reactions. This isn’t a genetics question, it’s middle-school physics.
— Jeffrey S. Kieft (@JeffreyKieft) January 20, 2020
disrupting the alchemy industry
— 🌎🌵the 🚀🌌cosmist 💣✊insurrection 🏴🚩 (@yungneocon) January 20, 2020
Saturday, November 12, 2011
Libertarians in Space
Herman Cain gave a speech to a group of Young Republicans and the subject of the space shuttle came up:In his speech, Cain praised President John F. Kennedy as a "great leader" for inspiring a national effort to put a man on the moon, a goal achieved when astronaut Neil Armstong stepped onto the moon's surface in 1969.I don't know what the reaction of the crowd was (the reporting wasn't that detailed) but I'd imagine it was friendly. You can usually get a warm response from a Republican crowd by coming out in favor of manned space exploration which is, when you think about, strange as hell.
"He didn't say, 'We might.' He didn't say, 'Let's take a poll,'" Cain said. "He said, 'We will.' And we did. Only for this president to move us back by canceling a major part of our space program."
Cain also criticized Obama for using Russian technology to ferry astronauts and cargo to the International Space Station.
"I can tell you that as president of the United States, we are not going to bum a ride to outer space with Russia," Cain said to loud applause. "We're going to regain our rightful place in terms of technology, space technology."
If you set out to genetically engineer a program that libertarians ought to object to, you'd probably come up with something like the manned space program. A massive government initiative, tremendously expensive, with no real role for individual initiative. Compared to infrastructure projects the benefits to business are limited. You could even argue that the government's presence in the field crowds out private development.
(Much has been made of the rise of private space firms, but barring a really big and unexpected technological advance, their role is going to be limited to either unmanned missions or human flights in low earth orbit for the foreseeable future.)
There have been efforts in libertarian-leaning organs (The Wall Street Journal, Reason, John Tierney's NYT columns) trying to argue that interplanetary exploration can be done on the cheap. These usually rely heavily on the blatant low-balling of Robert Zubrin* (Tierney, a science writer who has no grasp of science, made a particularly ripe mark), but even if we were to accept these numbers, it's still difficult to reconcile this kind of government program with libertarian values.
Tuesday, January 21, 2020
Tuesday Tweets
I know you're all tired of hearing this, but there's something strange about equating electability with white and male in 2020.
Remember when we would have assumed this was a joke?
I have a feeling that this is one of those issues we should be talking more about.
This one goes in the Wages of Strauss file.
You just knew there was a McKinsey connection.
Finally.
A frustration I heard from female Dems last week was that gender was getting singled out as an "electability" issue, but no other thing that voters say they're uncomfortable with. Lots of polling on gay nominee, nominee over age 70, socialist, etc. https://t.co/T2dHUKxN3E
— Dave Weigel (@daveweigel) January 19, 2020
Glad it's not just me.What’s the German word for when you open twitter and you’re halfway through reading a tweet when the app refreshes and you can never find that tweet again?
— Will Swanson (@willswanson) January 19, 2020
Remember when we would have assumed this was a joke?
Start-up idea: Collect uneaten pizza crusts, rebrand and resell as Sustainable Fun Bread https://t.co/EbMEbYh25A
— Dave Weigel (@daveweigel) January 19, 2020
I have a feeling that this is one of those issues we should be talking more about.
National labs and others are working hard on this, but disposal remains a big issue. https://t.co/OKplnStHAo
— Russ Mitchell (@russ1mitchell) January 19, 2020
This one goes in the Wages of Strauss file.
Years ago, in a piece for an Australian magazine about the Murdoch empire in news, I wrote that denial is a constitutive feature of the company and its culture. https://t.co/BSRIXcmLwD "Denial, I think, is the key to understanding the company."
— Jay Rosen (@jayrosen_nyu) January 19, 2020
We have to check in with the unicorns.
"San Francisco-based DoorDash raised in the past two years nearly $2 billion, cash it used to grow to more than 4,000 markets this year from 600 markets in 2018, said a person familiar with the matter. About three-quarters of its markets aren’t profitable, the person said."
— Mark Palko (@MarkPalko1) January 19, 2020
You just knew there was a McKinsey connection.
McKinsey & Company’s ties to Enron, Purdue Pharma, the Saudi Government and now...the Houston Astros! The Houston GM came from McKinsey. https://t.co/eQlNZ0AeNC
— Diogenes (@WallStCynic) January 19, 2020
Finally.
The 26 richest people on Earth now own as much as the 3.8 billion who form the poorer *half* of the planet’s population.
Again, 26 people own as much as 3.8 billion people.
26 v. 3,800,000,000
— Robert Reich (@RBReich) January 19, 2020
Monday, January 20, 2020
Back to the 80K question – part 1: why it matters
A while back, we had a discussion on the closeness of the 2016 electoral college vote and how best to quantify it. I argued that the best approach was to look at the minimum number of votes that would have to change in order to get a different outcome. For the last election, that was around 80,000 votes which, I argued, constituted a close race. I got some pushback so I thought I’d fill oout some of the details, starting with why we should bother with the question at all.
Different kinds of wins have different implications, both strategic and psychological. If there’s a disconnect between the way people are reacting and the actual events, that is in and of itself a phenomena worth noting and studying, but if they are making decisions based on those misinterpretations and false narratives, the problem becomes both important and urgent.
The disconnect around the closeness of Donald Trump‘s victory has manifested itself in at least a couple of ways. First is the theory that Hillary Clinton didn’t just lose, but that it wasn’t’ even close. The argument goes on to say that, in order to win, the Democrats would need to add millions to their popular vote advantage to overcome the biases of the electoral college.
Second is the belief that the margin of defeat was so massive that the Democrats need to do everything differently this time. This has particularly centered on going back to what is traditionally considered a more electable candidate. Specifically a white male from north of the Mason-Dixon Line.
Since every woman who has been successful enough to compete at that level will have to deal with charges of unlikeability, this is basically saying the Democrats need to nominate a man,
Obviously, any conversations about the closeness of an electoral college win are going to be problematic. Every statement will rest on an edifice of challengeable assumptions and definitions, none of which can ever rise above the standard of merely reasonable.
Nonetheless, this is an absolutely necessary conversation. It matters whether or not Hillary Clinton lost by 80,000 votes, 2 million votes, or somewhere in between, both in terms of our analyses and our decisions.
Different kinds of wins have different implications, both strategic and psychological. If there’s a disconnect between the way people are reacting and the actual events, that is in and of itself a phenomena worth noting and studying, but if they are making decisions based on those misinterpretations and false narratives, the problem becomes both important and urgent.
The disconnect around the closeness of Donald Trump‘s victory has manifested itself in at least a couple of ways. First is the theory that Hillary Clinton didn’t just lose, but that it wasn’t’ even close. The argument goes on to say that, in order to win, the Democrats would need to add millions to their popular vote advantage to overcome the biases of the electoral college.
Second is the belief that the margin of defeat was so massive that the Democrats need to do everything differently this time. This has particularly centered on going back to what is traditionally considered a more electable candidate. Specifically a white male from north of the Mason-Dixon Line.
"Unlikable" smacks of sexism but is a metric we must contend with in a close election. Warren is impressive & substantive. Yet a 69-year-old, impressive woman was a disaster in 2016, and (as is the definition of insanity) we should not expect a different outcome in 2020. https://t.co/7CfR5ESF9I
— Scott Galloway (@profgalloway) November 10, 2019
Since every woman who has been successful enough to compete at that level will have to deal with charges of unlikeability, this is basically saying the Democrats need to nominate a man,
Obviously, any conversations about the closeness of an electoral college win are going to be problematic. Every statement will rest on an edifice of challengeable assumptions and definitions, none of which can ever rise above the standard of merely reasonable.
Nonetheless, this is an absolutely necessary conversation. It matters whether or not Hillary Clinton lost by 80,000 votes, 2 million votes, or somewhere in between, both in terms of our analyses and our decisions.
Friday, January 17, 2020
"Now, if we wanted to take the children to see a Komodo Dragon..."
The moderators of this week's Democratic debate have taken some well deserved heat for asking Sanders to respond to alleged comments about the electability of women, then asking Warren a question with a premise that contradicted the first answer.
Putting aside for the moment questions of bias against Sanders, this reminded me of the platonic ideal of inattentive interviewing.
Putting aside for the moment questions of bias against Sanders, this reminded me of the platonic ideal of inattentive interviewing.
Subscribe to:
Posts (Atom)