Heuristics that almost always work
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The dusk was approaching, they were still in the forest and he proposed that they could sleep under a tree. The hunters were adamant in their refusal: no, this is dangerous, a tree might fall on you in your sleep and kill you. He relented, but silently considered them irrational, given that his assessment of a chance of a tree falling on you overnight was less then 1:5000.
Only later did he realize that for a lifelong hunter, 1:5000 are pretty bad odds that translate to a very significant probability of getting killed over a 30-40 year long hunting career.
It's essential if you want to:
* make money by counting cards at Blackjack (the odds are a function of how many 10 cards are left in the deck)
* make money at the racetrack with a system like this https://www.amazon.com/Dr-Beat-Racetrack-William-Ziemba/dp/0...
* turn a predictive model for financial prices into a profitable trading system
In the case where the bet loses money you can interpret Kelly as either "the only way to win is not to play" or "bet it all on Red exactly once and walk away " depending on how you take the limit.
The general idea is about choosing an action that maximises the expected logarithm of the result.
In practise this means, among other things, not choosing an action that gets you close to "ruin", however you choose to measure the result. Another way to phrase it is that the Kelly criterion leads to actions that avoid large losses.
https://en.wikipedia.org/wiki/Kelly_criterion
"The Kelly bet size is found by maximizing the expected value of the logarithm of wealth, which is equivalent to maximizing the expected geometric growth rate"
In real life people often choose to make bets smaller than the Kelley bet. Part of that is that even if you have a good model there are still "unknown unknowns" that will make your model wrong some of the time. Also most people aren't comfortable with the sharp ups and downs and probability of ruin you have with Kelley.
1) The Kelly criterion is a general decision rule not limited to bet sizing. Bet sizing is just a special case where you're choosing between actions that correspond to different bet sizes. The Kelly criterion works very well also for other actions, like whether to pursue project A or B, whether to get insurance or not, and indeed whether to sleep under a tree or on a rock.
2) The Kelly criterion is not limited to what people would ordinarily think of as "wealth". It applies just as well to anything you can measure with some sort of utility where compounding makes sense.
The best overview I've found so far is The Kelly Capital Growth Investment Criterion[1], which unfortunately is a thick collection of peer-reviewed science, so it's very detailed and heavy on the maths, too.
[1]: https://www.amazon.com/KELLY-CAPITAL-GROWTH-INVESTMENT-CRITE...
There's actually a similar though experiment that might seem even more bizarre: I could tell you "give me $100 or I will kill you tomorrow" and you probably wouldn't give me the $100. That's because when it comes down to it, humans don't see the loss of their life as that big a deal as one might think. It's a big deal, of course, but in combination with the low likelihood, still not big enough to forgo the $100.
One-time games and repeated games have different strategies.
Life is a repeated game of decisions that compound on each other, so that difference is irrelevant.
Kind of. However, you already know that the first N outings didn't have a disaster. So those should be discarded from your analysis.
Doing it N times more has a lot of risk, doing it the N+1th time has barely any.
If you've made it Jan 1 to July 1 months without an accident, the chances of you making it to Dec 31 are now better than they were on Jan 1 -- because now they are just the chances of you making it six months, not a year.
The chances of flipping 6 heads in a row are 1/64. But if I've already flipped 3 in a row... the chances of flipping three _more_ heads in a row is 1/8, the same as always for flipping 3 heads in a row. The ones that already happened don't effect your future chances.
You might still die in one of the next 20 instances. But you've added a lot more not-dead time in between them!
Saying "I can do one more with minimal added risk" every single time after not dying is true and yet pointless, because it's not a given that "minimal added risk" = "not dying." It's survivorship bias to not think frequency doesn't affect the cumulative odds of your future planning solely because you've already done a lot of trials.
It's a convincing fallacy because sometimes you do take N+1 steps. But just like in the article, heuristics aren't always right.
Just because you can justify the next climb on the same basis, that doesn't mean you will. You could decide that you've already tested the odds one too many times.
Of course if you add in "you could decide that you've already tested the odds one too many times" then it's a fallacy to invoke slippery slope because an off-ramp is explicitly specified. In this case slippery slope was mentioned only because N was dismissed as irrelevant.
Do you really think this slippery slope argument is a fallacy? FWIW, wikipedia acknowledges slippery slope can be a legit argument when the slope, and it's chain of consequences, are actually real. https://en.m.wikipedia.org/wiki/Slippery_slope . Indeed, this is the very basis of mathematical induction.
> The fallacious sense of "slippery slope" is often used synonymously with continuum fallacy, in that it ignores the possibility of middle ground and assumes a discrete transition from category A to category B. In this sense, it constitutes an informal fallacy.
"If you take N steps, you will take N+1 steps" is a fallacy whenever it's possible that you won't take N+1 steps.
"Not A -> Not B" is different logic than "A -> B". A is necessary but not sufficient for B.
Reminds me of Terry Pratchett quote "No excuses. No excuses at all. Once you had a good excuse, you opened the door to bad excuses.”
Full quote is fifth here: <https://www.goodreads.com/work/quotes/819104-thud>
The argument can certainly be used in a fallacious manner (e.g. by greatly exaggerating the probability of the further steps, saying they are inevitable if the first step is taken, etc.). It's logically valid to say that the first step enables subsequent steps to be taken.
Edit: I'd say that the slippery slope is perfectly valid rule of thumb in a lot of 'adversarial' situations. Once one side makes an error or fails somehow, the balance between the two sides can be disrupted leading to one 'side' gaining momentum. Just as between people, a similar 'adversarial' process can occur within the minds of individuals: between two ideas or patterns of thought/behaviour, one idea can gain momentum after a decision has been reached. Precedence is a strong force.
Otherwise, it's just a regular d argument.
A fallacy should be a incorrect shape of an argument, a incorrect reasoning, not just a false statement.
Or a few minutes ... or 20 years.
That's the thing w/ statistically independent trials.
You could win 100mm in the lottery (true statement!)
Lottery tickets are a good investment (almost always, false statement).
Planning on "well it could happen, technically" isn't a good approach.
Your chance of winning goes from No Chance to A Chance, which is an infinite improvement.
It's true that you can never win a lottery you don't enter, but the expected value of that ticket is vastly lower than what you paid for it. That means, as an investment, your $10 will be expected to do better in literally anything with a positive return.
If you are buying > $10 worth of dreaming (for you), fine - but that's consumption.
The next three months are no riskier than your first three months were. They don't become more risky because they will add up to 15 months total -- once you've already finished the first 12 without incident.
At sufficient scale, even incredibly unlikely things become quite probable.
runs <- 10000
x <- vector(mode = "numeric", length = runs)
for (i in 1:runs){
while (sum(sample(1:6, size = 3, replace = TRUE)) != 18){
x[i] <- x[i] + 1
}
}
summary(x)
quantile(x, c(0.5, 0.8, 0.9))
> summary(x)
Min. 1st Qu. Median Mean 3rd Qu. Max.
0.0 62.0 149.0 216.2 300.0 1902.0
> quantile(x, c(0.5, 0.8, 0.9))
50% 80% 90%
149 350 495
A simple simulation. Run 10K times. Count the number of times it takes for three dice to add up 18.The numbers very much agree with you. The median is 149. The 90th is 495 in the simulation, which is close enough to 496. There is very much a long tail in the data. So, the median and the average will not be the same. Is it a coincidence that mean is a 216?
Iteration counts gathered with Python and a (manual) binary search (actually faster than writing code).
runs <- 100000
x <- vector(mode = "numeric", length = runs)
for (i in 1:runs){
while (sum(sample(1:8, size = 3, replace = TRUE)) != 24){
x[i] <- x[i] + 1
}
}
summary(x)
Min. 1st Qu. Median Mean 3rd Qu. Max.
0.0 146.0 353.0 511.8 708.0 5112.0
quantile(x, c(0.5, 0.8, 0.9))
50% 80% 90%
353 824 1187
Strangely enough the mean agrees. The other ntiles are off a bit, but that's randomness for you.Basically, the problem is that you can't just multiply it all together.
(1/6) ^ 3 is correct, and the probability of rolling 3 sixes is indeed 1/216 today, but if you repeat independent events, you don't just add up the probability.
Imagine instead of dice it's coins, and it's only two. Your odds of getting HH today are 1/4, but the odds of getting HH by day four are not now 4/4. We know that it's possible, although unlikely, you could flip coins for the rest of your life and NEVER get two heads. So we know that you can't ever have odds of 4/4 (or 1), only odds that approach 1. So that means that we can't say 216 days from now will be 216/216.
Instead, you need to work out the probability of the event NOT happening, and then repeatedly NOT happening independently (so we can multiply together to get the probability.
For our four coins, the probability of NOT getting HH is 3/4. On Day 2, the probability of NOT getting HH on both occasions will be (3/4)×(3/4), (9/16, 56.25%). By day 3, it will be (3/4) × (3/4) × (3/4), or 27/64. On day 4, it'll be 81/256, or 31.6%. Now we can subtract from 1, to work out that by day 4, the odds of us having hit HH are almost 70%.
As RandomSwede explains, there's a 50% chance that you will have rolled three sixes by day 149. By day 496, you're down to 10%.
runs <- 10000
x <- vector(mode = "numeric", length = runs)
for (i in 1:runs){
while (sum(sample(1:6, size = 3, replace = TRUE)) != 18){
x[i] <- x[i] + 1
}
}
summary(x)
quantile(x, c(0.5, 0.8, 0.9))
> summary(x)
Min. 1st Qu. Median Mean 3rd Qu. Max.
0.0 62.0 149.0 216.2 300.0 1902.0
> quantile(x, c(0.5, 0.8, 0.9))
50% 80% 90%
149 350 495
A simple simulation. Run 10K times. Count the number of times it takes for three dice to add up 18.The numbers very much agree with you. The median is 149. The 90th is 495 in the simulation, which is close enough to 496. There is very much a long tail in the data. So, the median and the average will not be the same. Is it a coincidence that mean is a 216?
Thinking about it doesn't make me feel like I'm solving a maths problem. I start stacking ideas and concepts in a way which makes me feel like I'm overlaying them in a way which is incorrect.
It makes me feel like I'm solving a riddle, which hints to me that maybe it's actually a question of semantics and definitions rather than a maths problem.
Also, “not really in a lot of danger”? Those odds are worse than that of a 100 year old in the USA (they have a life expectancy of over two years)
Certainly, as an additional risk, it’s high.
Though I'm not sure where they got their figure from, because there isn't an “expected time to live”; there's a 90% probability to live time, a 5% probability to live time…
(215/216)^450 ≈ 0.124
, so about one in eight will survive for 15 months or more. The “5% probability to live” time is around day 645 (about 1¾ years): (215/216)^645 ≈ 0.0501
the “half will survive at least for” point is around 5 months: (215/216)^149 ≈ 0.501The more frequently you take a risk, the greater the chance that risk materialises.
Parent wants to lower their overall risk, but doesn't want to stop climbing entirely. So they climb less often.
After a long life of rock climbing, there's no significant risk of doing it one last time or 10 last times (ignoring the effect of old age itself and whatever).
But when you're in earlier stages of your life, you're asking a different question: You're asking, is this something I want to do hundreds or thousands of times in my life, knowing that each of those times has a small chance of ending my life? This becomes a completely different question.
If I'm 35, maybe I will climb 30 times per year on average for 30 years until I'm 65. That's 900 climbs in total. If my goal is to not die or experience serious injury from rock climbing even once in my life, I have to consider the chance that any one of those 900 climbs will result in serious injury or death. I don't know the numbers for the risks involved, but it seems reasonable to be cautious.
Maybe I don't want to give up on rock climbing altogether, but maybe I can scale it back. If I limit myself to 1 climb per year, that's 30 climbs in total. Much lower risk than with 900 climbs.
This is not a logical fallacy.
This makes a lot of sense, as when you're younger frequent climbing would help you to develop proficiency quickly and your body allows you to joy it fully. Plus the social benefits are probably higher when younger.
Once you're older, it's potentially less enjoyable (as your body ages) and you don't need to worry as much about rapidly gaining proficiency.
Now, making that decision at the outset does make sense, because it will drastically reduce the number of climbs you make in your life compared to climbing frequently throughout your life, and rock climbing while young is less risky than rock climbing while old.
But importantly, I don't think that's what GP did. It sounds to me like GP spent their youth climbing a lot without considering their mortality, but then decided to scale back because they realized climbing that often for the rest of their life would be dangerous. Maybe they spent the time from 20 to 35 climbing 30 times per year, in keeping with my earlier example. That means they've already climbed 450 times. Risky, but they made it through alive. At 35, they start to consider their own mortality, and they have the choice between climbing 900 more times by keeping to their current rate, and climbing 30 more times by reducing their rate (or something in between). Deciding to scale back makes sense.
There is no logical fallacy.
None of this intended to cast aspersions on rock climbing in particular, just pointing out that a reasonable person, understanding independence of events and not falling prey to any fallacy, could reasonably make this decision based on their personal risk tolerance
If your tolerance is X% death/life, you can calculate the climbing frequency that falls below the threshold.
On the plus side, if you assume the events are independent, you can recalculate and increase the frequency after each climb.
If an individual decides their risk tolerance is that they will not accept a one in a million chance of injury from rock climbing, how is their analysis incorrect?
In this case [0], a skydiver forgot to put on his parachute...
https://reverentialramblings.com/2018/08/15/the-skydiver-who...
Also, when I read
> I’m hoping you can you forgive me as a minister of religion for likening this story to a spiritual cautionary tale. Yes, we do need to live each day as if it might be our last.
I thought, "Hmm, sounds adventist", and sure enough :-)
Many times if I wear a tight jacket in the car, I forget to put my seat belt on, because I unconsciously mistake the pressure of the jacket for the seatbelt's, even though putting on a seat belt is usually the first thing I do.
Poor guy.
In other words , the difference between the turkey and the climber is the climber knows the odds (at least nominally) , and it’s important .
So it's not about how often they've done it over their lifetime so far, but about how many times they will be doing it over the rest of their life.
Indoor climbing, and especially bouldering, can be a lot of fun at the right gym, and with dramatically reduced risk of death (though injury is still a very real possibility, I say, recalling all the time I spent nursing my sprained ankle).
The 1000th time you go climbing the chances of dying are still 1/1000.
If you get 100 heads in a row, the 101th time you launch a coin the chance of getting heads is still 50%.
"What are my chances of dying in a climbing accident", and
"What are my chances of dying today if I go climbing".
If you are on a plane, you* have a lower risk of some kinds of cancer than the airline staff do. This has nothing to do with the flight you are both on, and everything to do with accumulated flights
"you*" = for most people, i.e. barring a counteracting risk factor.
Replace X with any practitioners subject to sufficient risk as a result of their practice.
I first heard it in the context of mushroom foraging.
This is called Stage 1 in the Gordon Model of learning: unconscious incompetence.
Rather, there is a certain amount of objective risk in alpine environments, and the more time you put yourself in that environment, especially in locations you aren't familiar with, the greater the chance that something will eventually go wrong.
I'm always surprised by the number of famous alpinists who weren't killed on their progressive, headline-capturing attempts but rather on training attempts and lesser objectives.
You hear a lot about people who get seriously injured riding who are often professionals or people who ride competitively at a high level. They are doing dangerous things and doing a lot of them.
We don't think it is that dangerous for people who ride at the level we do, out of maybe 15 years we've had one broken bone.
The other day I noticed that we had acquired a used horse blanket from another barn in the area which is a running joke at our barn because of their bad safety culture. They are a "better" barn than ours in that they are attached to the show circuit at a higher level than the bottom, but we are always hearing about crazy accidents that happen there. When I was learning to ride there they had a confusing situation almost like
https://aviation-safety.net/database/record.php?id=19810217-...
with too many lessons going on at once where I wound up going over a jump by accident after a "near miss" in which I almost did. (I never thought I could go over a jump and survive, as it was I had about two seconds to figure out that I had to trust the horse and hang on and I did alright...)
Pretty good if you go climbing 10 times a year. Pretty bad if you go 1000 times.
They wouldn't be famous if they didn't succeed on headline-capturing attempts and there are only so many you can realistically do in life. They are dead however as doing dangerous things often enough will kill a substantial number of practitioners.
Most of you have probably heard of it in the context of fighter pilots doing riskier and riskier maneuvers, but it seems to apply to drivers who speed a lot. 80 starts seeming really slow to them after doing it for years.
* https://flightsafety.org/asw-article/normalization-of-devian....
https://www.youtube.com/watch?v=Ljzj9Msli5o
https://www.youtube.com/watch?v=jWxk5t4hFAg
and the uploader references some further links:
https://www.fireengineering.com/leadership/firefighter-safet...
https://www.flightsafetyaustralia.com/2017/05/safety-in-mind...
and references this book (about the Challenger Disaster):
https://www.amazon.com/gp/product/B011DAS53Y/
which has an overview here:
http://web.mit.edu/esd.83/www/notebook/The%20Challenger%20La...
including these two excerpts I found interesting in this context: "Chapter nine she explains how conformity to the rules, and the work culture, led to the disaster, and not the violation of any rules, as thought by many of the investigators. She concludes her book with a chapter on lessons learned."
"She mainly emphasizes on the long-term impact of institutionalization of the political pressure and economic factors, that results in a “culture of production”."
Every other manned space vehicle had an escape system. The crew of the Challenger was not killed by the failure of the SRB or the explosion of the external tank, but rather when the part of the orbiter they were in hit the ocean. They could have build this into a reinforced pod with parachutes or some other ability to land but they chose not to because they wanted to have the payload section in the rear.
In the case of Columbia it was the fragile thermal protection system that did the astronauts in. There was a lot of fear in the first few flights that the thermal tiles would get damaged and failed and once they thought they'd dodged that bullet they didn't worry about it so much.
"Normalization of deviance" was a formal process in the case of the space shuttle of there being meetings where people went through a list of a few hundred unacceptable situations that they convinced themselves they could accept, often by taking some mitigations.
When the design was finalized it was estimated that a loss of vehicle and crew would happen about 2%-3% of the the time which was about what we experienced. (Originally they planned to launch 50 missions a year which would have meant the continuous trauma of losing astronauts and replacing vehicles.)
It's easy to come to the conclusion that it was a particular scandal that one particular concern got dismissed during a "normalization of deviance" meeting but given a poorly designed vehicle it was inevitable that after making good calls for thousands of concerns there would be a critical bad call.
"Normalization of deviance" is frequently used for a phenomenon entirely different than what Vaughn is talking about, something informal that happens at the level of individuals and small groups. That is, the forklift operators who come to the conclusion it is OK to smoke pot at work, the surgeon who thinks it is OK to not wash his hands, etc. A group can pressure people to do the right things here, but it's something different from the slow motion horror of bureaucracy that tries to do the right thing but cannot.
The standard protocol was to use shims between the halves, as allowing them to close completely could result in the instantaneous formation of a critical mass and a lethal power excursion. Under Slotin's own unapproved protocol, the shims were not used and the only thing preventing the closure was the blade of a standard flat-tipped screwdriver manipulated in Slotin's other hand. Slotin, who was given to bravado, became the local expert, performing the test on almost a dozen occasions, often in his trademark blue jeans and cowboy boots, in front of a roomful of observers. Enrico Fermi reportedly told Slotin and others they would be "dead within a year" if they continued performing the test in that manner. Scientists referred to this flirting with the possibility of a nuclear chain reaction as "tickling the dragon's tail", based on a remark by physicist Richard Feynman, who compared the experiments to "tickling the tail of a sleeping dragon".
On the day of the accident, Slotin's screwdriver slipped outward a fraction of an inch while he was lowering the top reflector, allowing the reflector to fall into place around the core. Instantly, there was a flash of blue light and a wave of heat across Slotin's skin; the core had become supercritical, releasing an intense burst of neutron radiation estimated to have lasted about a half second. Slotin quickly twisted his wrist, flipping the top shell to the floor. The heating of the core and shells stopped the criticality within seconds of its initiation, while Slotin's reaction prevented a recurrence and ended the accident. The position of Slotin's body over the apparatus also shielded the others from much of the neutron radiation, but he received a lethal dose of 1,000 rad (10 Gy) neutron and 114 rad (1.14 Gy) gamma radiation in under a second and died nine days later from acute radiation poisoning.
I'm guessing that falling from a cliff is "better" than dying from a poisonous mushroom. The latter scares the hell out of me. The former is a glorious ride until the ride is over (regrettably).
If you sense you're falling to death, it wont be too glorious (personally), but freakish. It can also always fail to bring death!
For rock climbing, you're probably right. I remember training in a climbing hall, when I saw someone falling off the highest wall. The tenant of the hall didn't look surprised at all. Apparently, it happens frequently.
That being said, if you serious about security, I'm sure the risk can be minimal.
See e.g. https://blogs.bmj.com/bjsm/2018/12/12/pedal-power-the-health...
The logic in the story is BS. First, you would never, ever get into a car with that logic. Second, trees just aren't that ephemeral. People who live in a forest would be very aware of when they do or don't fall (or more problematically, drop large branches.) It's not as straightforward as just avoiding storms or dead-looking trees. Sustained wet weather, especially after a period of dry weather, is a common cause. As is the opposite for some trees (eg oak trees drop limbs in sustained hot dry weather.) As for disease or other causes, an experienced hunter in a familiar area could tell at a glance.
The message I got from the story is that they probably did have a very good reason. They either thought it would be too hard to communicate, or they were themselves cargo-culting the falling tree excuse when the reality was more likely to be... I dunno, snakes or nasty bugs or annoying sticky sap or whatever.
Like these guys probably have homes, with bedding of some sort, maybe they'd rather sleep next to their wives than some caterpillars. If I was giving somebody from a far-off place a tour of my workplace and, on the bus ride home, they suggested it was getting dark and we should camp on the sidewalk I'd probably not go for it. If they were really insistent I'd probably amplify the danger of sleeping on the sidewalk to shut them up.
The logic isn't applicable to any set of risks. As deadly as cars are, the risk of car crash death is much, much lower than 1/5000 per trip. It's probably closer to applicable to being a drunk driver, and "you would never operate a car drunk" is pretty accurate for many people.
I don't know anything about trees around there, maybe they're really short-lived? For forests around here, it's a gross overestimate.
I would still guess that the number is wrong, I suspect that trees have a longer life on average from becoming what we would consider "big" until they fall over. But it's still an important detail.
Also, I bet it's not just the tree you're sleeping under that poses a risk, but also other trees in the vicinity that might fall on you. In a forest there are probably a bunch of trees "in range".
All of that said, I've often camped and slept in forests, as have many of my friends, and I've never heard of anyone being killed or injured by a falling tree, or ever heard or seen any "don't sleep under a tree, it might kill you"-advice, so I don't know...
The tricks in this article might work in the short term. However, over the length of a career, it's difficult to outrun a negative reputation forever. Especially in the age of the internet, people will eventually catch on to what you're doing.
When you hear once-in-a-hundred-year event, it makes it sound quite rare. One might look around and say (for example, in relation to climate) "why are so many of these happening?"
But it is unsurprising statistically. If you know just a thousand distinct geographic places, about 10 of them would experience such an event each year.
"highest temperature ever recorded in town X" does not mean much.
"highest temperature recorded in country Y" on the other hand is more significant, especially if the country is large.
Of course there are other compounding factors. Not all events are one-in-one-hundred; some are one-in-ten, others are one-in-five-hundred, and with increasing scarcity by order of magnitude.
Another compounding factor is that the borders for "geographical areas" are fuzzy. Does a one-in-a-hundred year event that happens in Vermont also qualify as having happened in New Hampshire? Probably depends on the type and the specific measurements and the expectation according to history.
And what about aggregate events? E.g. "It's been five hundred years since we've seen this many tornadoes, which tend to happen once every ten years."
And in the opposite direction of the 100 square-inch plot of ground, there is blurring in the other direction: What do they mean in aggregate if they are fewer than expected at a global scale?
So my original comment was just a simple way of taking the average of all of these competing factors and stating a general truth that's somewhere in the middle. If you have X things that are expected to have 1/Y probabilities, then the probability of you experiencing any of them is not 1/Y, it's more like X/Y. (As in very likely.. that's more than 1 so obviously not mathematically correct.) But we often don't think about rare events this way - as no specific event being probable, but some collection of improbable events being almost certain. We perceive them all as 1/Y. It's just a very local way of thinking.
Of course in practice, it's quite hard to know whether conditions in one location are independent from another, or whether there's some degree of correlation or an underlying causal factor. This is why we have climate scientists.
>>All these things are almost always true. But Heuristics That Almost Always Work tempt us to be more certain than we should of each
The most important thing to realize about risk is this:
The difference between [using knowledge, skill, technology, and planning to manage risk] vs. [getting away with something]
If you aren't managing risk, it is managing you. And you can get away with something for a long time, but it is always a matter of until you don't, and then it is too 'effin late for you.
When you are managing the risk, you can make an entire career or lifetime of doing things that will otherwise kill you in seconds, scuba diving, flying, mountaineering, building tall structures, working with molten metal or dangerous chemicals, etc., etc., etc.
You can also get away with very dangerous things for at least enough time to fool you into thinking you are smart. The article discusses this at length.
This is why when you need to understand and manage the risks, and also be very alert to close calls - they mean that even though you thought you're managing, you've actually gone into the land of [getting away with it], just saved by Pure Dumb Luck. Don't say "it's okay it worked", look at why, because you might not have as much PDL next time.
Back of the envelope calculation: Life expectancy of 72 years times 365 gives about 26k days, so your average chance of death on a given day is on the order of 1 in 26,000.
They can and do drop large limbs at any time without warning.
There are gum trees in PNG.
Each and every time you have a 1 in 5000 chance.
So you have 0.02% chance of getting crushed each time.
(1 - 0.0002)^10950 = 0.1119 1 - 0.1119 = 0.8881
So the probability of getting crushed at least one night over 30 years is ~89%
I think, my stats are from school over 10 years ago.
This is because, for example, if you flip a coin, each time you still only have 50% chance of getting tails. But the chances that you flip it 10 times in a row and never get heads are a lot less than 50%.
That's said. Another tricky bit is, what was measured when we said 1/5000 chance? This is where data can get confusing. Was that the odd of a tree falling at any given night? Or was that the odd of someone being crushed by a tree in their sleep at night? Or was it the odd of someone being crushed by a tree ever? Or the odd of a particular tree falling at night?
That's often where any prediction already begins to break down. For example, sorry to use the vaccines as an example, but when we say 90% efficacy, it means, out of x number of people who got a vaccine during the trial, 90% of those didn't get covid during some period, while in the placebo group it would be some other % who got it.
Reasoning about this already is tricky. You don't know the priors. What was the odd your participants were exposed to COVID? What if you'd measured over a longer period of time? What if that was just a lucky bunch?
>If you sleep under a tree 4999 times and nothing happens, that doesn’t mean the 5000 time you sleep under one you’ll get crushed.
No, but it means you have far more overall chances of getting crushed if you do it 5000 times, than if you do it once or twice.
https://www.nytimes.com/2013/01/29/science/jared-diamonds-gu...
There’s a term for this which I’m unable to recall and it’s not easy to Google. Would greatly appreciate if someone could help me out here!!
Probability of surviving a night under a tree is (1-1/5000).
15 years of hunting is roughly 5000 nights. The chances of never getting hit by a tree over that period are (1-1/5000) for each night, which compounds to
(1-1/5000)^5000 ≈ 1/e ≈ 1/2.7 < 0.4
That's to say, the odds are 3:2 (at least!) that you'd get killed by a tree in 15 years.Make it at least 5:1 for 30 years.
That's to say, at least 5 out of 6 hunters who sleep under a tree every day wouldn't survive doing it for 30 years.
And that, children, is why credit cards are a scary thing.
If the chance was actually 1:5000, the longevity of trees would be similar to that of hunters sleeping under them - or lower, since hunters can sometimes avoid the hazard, but trees are exposed to it every night (and all day as well). Actual data on tree mortality seems to indicate that the chances are much lower than this. Almost certainly they do not make sleeping under trees a significant risky activity.
Is it possible that both the original teller, the reteller and you too, are starting from the (unfounded) assumption that the hunters know what they're talking about, and are adapting the facts to fit this assumption?
There could be another reason why sleeping in the forest was dangerous – e.g., poisonous snakes or dangerous animals etc. Also if the temperature drops at night and they didn't have enough clothing, they could get hypothermia and so on.
There’s a real dearth of info around coconut fatalities. This 1984 paper examined a 4 year timespan of all trauma-related admissions to one hospital in Papua New Guinea. 9 of them (2.5% overall) stemmed from coconuts. In 3 of the cases, all children, the patients slipped into coma.
From what I’ve read elsewhere (no good links, sorry), coconut injuries worldwide seem to have fallen significantly due to better harvesting practice - the age of a coconut and their chance of falling appear to be linked. While I can’t find a good paper saying this, I do buy it.
So, perhaps not 1:5000, but (at least at one point in time) definitely a risk.
Any payoff from a trade which has even a very tiny probablity of making you go bust is zero.
Because once you go bust you are not going to be doing trading anymore.
He calls these Uncle Points.
Let's take the security guard: "The only problem is: he now provides literally no value. He’s excluded by fiat the possibility of ever being useful in any way. He could be losslessly replaced by a rock with the words “THERE ARE NO ROBBERS” on it."
That is blatantly not true, the guard provide value since the wanna-be robbers don't know whether the guard will be of any value, and a rock could not provide any deterrent. Losslessly?
The doctor (if there is someone skeptical of doctors it is me, if I were less lazy I would have greatly enjoyed fighting to make some useless US dermatologists lose their license): "Her heuristic is right 99.9% of the time, but she provides literally no value. There is no point to her existence. She could be profitably replaced with a rock saying “IT’S NOTHING, TAKE TWO ASPIRIN AND WAIT FOR IT TO GO AWAY”.
This is an unhelpful caricature, too, because if we add "and call back if it does not", it looks like a very reasonable approach.
Un-nuanced and quite sloppy presentation of heuristics.
Crucially, however, the security guard and doctor are roles that have value in their responsive nature. Then you have the part of the article where you are talking about roles that have value in their predictive nature. And for those, yeah, the author has a point.
I don't agree that this is a waste of time. The reason why we go to the doctor when we have unusual pains and aches is because we are not qualified to decide whether it's a minor annoyance or a symptom of a life-altering problem. We're seeking out an expert to help make that determination.
If two people could walk in with the same described symptoms, but one just ate something that disagreed with them, and the other has stomach cancer, then doctors must do at least a basic diagnostic exam on the spot, and not turn the patient away for days or weeks to see if the problem goes away on its own. This isn't a "waste" of time at all.
I just saw a PA a couple weeks ago about a knee injury. The end result was that she did tell me to take ibuprofen for a few weeks and then report in how it feels. But, before that, she spent a good 20 minutes asking about the history of the injury, and then felt around to see if there was anything noticeably wrong. And after that she gave me an idea of what the next steps would be if it doesn't get better on its own. The entire experience gave me confidence that she was attentive to what I had to say, knew what she was talking about, and had a plan in case things don't get better.
If she had merely listened to me for 5 minutes, and then told me to take ibuprofen for a few weeks and call back if it's not better, and that was it, I would not have felt good about that encounter, and would have gotten a second opinion from another doctor.
Of course, this also raises the question of whether or not doctors who put in that bare-minimum, insufficient amount of effort (as described in the article) actually are common. I really hope they aren't! But maybe they are, I dunno. The author is a medical professional (albeit on the mental health side), so I would expect he'd have a better idea of how common that is than I do.
On the security guard, you're right, but I think it's still interesting to think about. If the security guard really does just assume any noise heard is not robbers, then they are effectively not doing anything. Their deterrence value is non-zero, agreed, but maybe it's cheaper and more productive to install motion-activated security cameras at ingress points, and big honkin' signs at the perimeter that say "Security monitoring in effect 24/7". Yes, you have to pay for the monitoring, but that's probably cheaper than paying for a butt-in-seat. And safer, too! Most security guards at most places probably aren't trained for much beyond the basics. I think it's more likely than not that someone will get hurt if robbers do show up and a security guard gets involved. I would much rather some stuff get stolen than people get hurt. (Certainly there are some things that are critical enough that require a well-trained security force. I just think these things are less common than most people would think.)
> Un-nuanced and quite sloppy presentation of heuristics.
I think the lack of nuance is in part the point. We should be examining places in our lives where we go by our gut feeling, or by the common case, when we probably should actually be doing research, diagnosis, or testing. Even if the results aren't as dire as some of the non-nuanced takes, they're still bad enough to warrant some thought.
We were confidently against Hydroxychloroquine because it was well tested in the RECOVERY trial in June 2020 [1].
The time to be optimistic was during the trial-phase of the test. Once that time passed, everything beyond that point was unnecessary and unhelpful hype.
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What's amazing to me, is that the RECOVERY trials showed that Dexamethasone cut the death rates in half [2]. Where did the Dexamethasone hype go? Why was the political discussion on the snake-oil Hydroxychloroquine?
Even months before we had a vaccine, doctors had discovered how to save roughly 10% of lives in the most severe category. (29.3% death rate vs. 41.4% death rate for those on ventilators). Doctors quickly started using the $20 steroid to save so many lived throughout the pandemic.
Instead of hyping the stuff that _WORKED_, the political system was hyping snake-oil like Hydroxychloroquine and Ivermectin. Why were so many people optimistic on such bullshit?
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Here is where being skeptical helps. Whenever Hydroxychloroquine or Ivermectin came up in a stupid discussion, I'd pivot the discussion towards Dexamethasone and Monoclonal antibodies. People need hope. People want hope. Before we had vaccines, people wanted to know that doctors had an idea of what to do. Dexamethasone and Monoclonal Antibodies did the job and did it properly (saving lives long before vaccines were developed). No one cared if it was "hydroxychloroquine" or "dexamethasone", these are all just giant chemical that few people memorize. People wanted hope, and it was important we kept that hope factually correct.
You can't promise the world with bullshit snake oil. When someone gets COVID19, they'll demand Ivermectin (yes, my sister is a doctor and she's seeing patients who are literally dying and demanding Ivermectin from her). Ivermectin has given these people false hope and is turning them away from the actual care that would save them.
[1]: https://www.recoverytrial.net/news/statement-from-the-chief-...
Since you mentioned the political context, it's not necessarily just "something that works" that you're looking for in a political sense, but "something that works that THEY don't want you to have." If everyone agrees on it, there's no action, no wedge.
The fact that most people are going to recover anyway is also fertile ground for snake oil, as everyone runs their own uncontrolled experiment and declares success when they survive, and most do.
That crap was disproved 5 months earlier, and plenty of people still didn't get the news.
The correct skeptic was pro dexamethasone anti Hydroxychloroquine.
Seeing things from only an anti-htdroxychloroquine perspective is 100% misleading. There were working drugs that saved many lives during the stupid Hydroxychloroquine hype.
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What timeframe are we talking about here? What else was known and tested? There is a political group who kept pushing HCQ for months, and then mislead the public again with Ivermectin a few months later.
Ivermectin was entirely a 2021 phenomenon as well. Not only did we know that Dexamethasone + Monoclonal antibodies worked, we also had 3 competing vaccines and the "Pfizer anti-viral pill". Why the hell were people talking about the snake-oil Ivermectin?
"(shame about the time she condemned fluvoxamine equally viciously, though)"
The RECOVERY trial basically tried everything that had a chance of working. Hydroxychloroquine was part of the tests and did very poorly.
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After the RECOVERY trial in June 2020, it was no longer about "what worked", the question was "what works better?". By the time Ivermectin became a discussion point in 2021, it wasn't good enough to just "work", you had to prove that it was at least as good as Dexamethasone + Monoclonal antibodies.
Its not about being a "heuristic following skeptic". Its about knowledge of treatments that do work and the tests they underwent to prove their efficacy.
The correct answer for Ivermectin was "Hey, we have this test with Dexamethasone + Monoclonal antibodies that showed efficacy over 3000 people. Where is the evidence for Ivermectin?"
Oh, you don't have evidence yet? How about we wait until you have evidence before you claim that IVM is more useful than the current Dexamethasone + Monoclonal antibodies cocktail?
When presented with a problem and infinite solutions, you need to start narrowing down which paths to investigate somehow. Come back with evidence and the conversation goes further.
We shouldn't use or intellectually tolerate lazy heuristics because they can create immense amounts of counter-productive sense-making, and consequent negative social outcomes (a poorly managed pandemic, for example). The reason this article is hitting a nerve is because he is basically describing the current state of sense-making in the US (and maybe even the West more broadly?), which is quite poor — worse in some areas than others, but still quite degraded all around.
On your doctor take, you do know that the other author of this post is a licensed and practicing Physician, right?
I like this essay on Overconfident Pessimism[0] because I think it gets at the same thing, especially in the context of confident dismissals of important future technological changes:
>There may also be a psychological double standard for "positive" and "negative" predictions. Skepticism about confident positive predictions — say, that AI will be invented soon — feels like the virtuous doubt of standard scientific training. But oddly enough, making confident negative predictions — say, that AI will not be invented soon — also feels like virtuous doubt, merely because the first prediction was phrased positively and the second was phrase negatively.
[0]. https://www.lesswrong.com/posts/gvdYK8sEFqHqHLRqN/overconfid...
Your observation is indeed much more interesting than the whole article, since it shows a reasonable (and not a caricature with zero value) heuristic. You are saying that I (who may or may not be a physician, but for argument's sake let's say I am not) should not have an opinion that is different, when discussing the behavior of doctors, from the opinion expressed by a licensed and practicing physician. Valuable heuristic?
As for the article itself, my problem with is was not on the problems that reasonable heuristic can generate, but with the useless caricatures.
A doctor who does not visit any patient and simply gives aways a couple of aspirins, is criminally negligent. A doctor who does not call for an MRI for any common symptoms (think headache) that may have been caused, among many other possible causes (dehydration, stress, tension etc.), also by something much more serious (brain cancer) is using a reasonable heuristic, which sometimes may go wrong because for very aggressive cancers, a couple of weeks of delay in starting treatment or having surgery can make the difference between life and death.
A personal case. I went to a doctor with a dermatitis and the doctor recommended, guess what?, a topical steroid cream, which is recommended by dermatologist like a barber recommends a haircut. The heuristic is, dermatitis of unclear origins --> let's try a steroid cream. After I did a bit of research on my own (5 minutes, maybe less), I found out that for my conditions the steroid cream should be absolutely avoided since it makes the condition worse. The question is and I let you choose the answer: (1) was the doctor using a reasonable heuristic?; (2) was the doctor incompetent and/or an idiot; (3) was the doctor negligent (there is some overlap with (2))? Should I wait for the opinion of a "licensed and practicing Physician" or I can have my opinion?
The real cost of gathering additional data and knowledge about the circumstances in the 0.01% chance you know that you have at this point, at scale, means you'll end up with worse overall outcome by not being able to scale to all events that need the attention.
Now, if a doctor is just being lazy, doesn't check anything, says you'll be fine take Tylenol and then spends the next half hour reading a book until the next appointment. Or simply wants to go through twice as many patients to make more money. Ya sure, that's just being lazy and useless, and negligent, replace them by a rock at that point.
But if there are 100 people with initial symptoms, and only 1 doctor. And the deep dive to properly asses the likelihood of a 0.01% chance event in the case of symptom: "My hip hurts when I walk" takes multiple hours, a lab test, many follow ups, etc. While this happens and maybe out of the 100 patients waiting, some have symptoms like: "I'm actively bleeding out my mouth.". "I have spores on my skin." "I'm in so much pain I can't fall asleep." All with known much higher likelihood of something pretty bad and urgent.
That's why triage is so important. And this use of the heuristic at scale might make sense when considering the cost/time and available resources trade off.
At the individual level, it means eventually someone will get shafted by this, they'll be sent home with Tylenol, and 3 days later will have a stroke and it would have turned out they are the really rare case where hip pain could indicate a risk of stroke due to say a blood cloth.
But at a larger scale, many more people will have received the treatment they needed more urgently.
The naive alternative is the doctor always spending time to get to more nuanced advice, that will be more often than (every time the rock was as good) a waste of resources (time/money/opportunity cost), and which in a lot of cases would also be more harmful (iatrogenic harm) than the rock advice.
"But, why 'always'? It's enough that the doctor goes for more nuance when he sees a reason to!", you'll say.
Well, that's what doctors actually do. They are not glorified rocks, they are bimodal (rock mode vs looking deeper mode) - and they're most rock because (even if the miss a few 'loop deeper' cases) because it's way more efficient than the alternative (always or mostly non-rock, that is, digging deeper without first seeing strong indications that they should dig deeper).
Of course real-world models will be much more nuanced, but the really interesting bit is that you don't need all that nuance to produce the particular pathology outlined in the article. Specifically, selecting on "who is most right most of the time?" can end up causing your city to be covered in lava, missing a store break-in, or what-not.
There are even more levels to explore with this idea. For example, should you always ignore the heuristics and go for the earest, honest experts? Maybe. In the volcano example, the cost of a false negative is so high that you probably are okay with the incurred costs of false positives by the experts.
However, in the case of the Futurist, the false-positives incurred for a non-rock opinion might end up netting you less karma points or whatever. It's somewhat fun doing a re-read trying to evaluate the cost-benefit tradeoff yourself in each case!
The "deeper" (?) lesson and subtext I'm hearing from the OP is that we should get excited like little children about each and every new fad, because, you know, this may just be the 0,01% when it actually matters, and we don't want to miss it.
Well, I don't mind using "lazy heuristics" and waiting around a little to see if something happens. No need to hurry or jump around. Plenty of time.
The "deeper lesson" if there is such a thing here is that experts are people too, and just as fallible, only in ways that are generally invisible to everyone but another expert.
Any "reasonable robber", which means maybe not your early teen looking for some adrenaline or the out-of-their-mind tweakers, knows or checks whether there are any security guards in a building in which they intend to make a robbery.
His case was. The cure for most non serious illness, is mostly to wait. Not even medication.
This is why most people think homeopathy works.
That about sums up the whole movement AstralCodex is part of.
Null-confirming signals should not be considered evidence to discard the null hypothesis. Decision trees are OK, esp those that have "wait and see" near the root.
These derogatory calls to action and flame-posts against arbitrary "experts" are just tiring. Bring the evidence.
From their point of view, pediatric brain tumours are very rare and ear infections are common.
Their 99% heuristic almost killed him.
That was 2010. He survived and is now a vibrant 13 year old, but only because of one curious intern/fellow at the children's hospital ER that decided to order a CT to rule out the remote possibility. Her diligence got him admitted and into surgery within a day.
[1]: https://www.ajronline.org/doi/full/10.2214/AJR.12.10294
For example (from the summary):
===============================
"CONCLUSION. Radiation exposure from the use of CT in the evaluation and management of severe traumatic brain injury causes negligible increases in lifetime attributable risk of cancer and cancer-related mortality. Treating physicians should not allow the concern for future risk of radiation-induced cancer to influence decisions regarding radiographic evaluation in the acute treatment of traumatic brain injury."
(edited: formatting)
When someone comes to the ER with a traumatic brain injury, a CT scan is the standard practice because they are at a high risk of dying and presumably the scan is important for reducing the risk.
[1]: https://en.wikipedia.org/wiki/Linear_no-threshold_model
Do you believe in it? I don't, particularly at the single digit mSv level.
Also, to ER people, knowing the root cause is probably important for patients' survival, whereas for pediatric doctors, more often than not, lives are not at stake and customer service/easing parents' fear is more important.
This also rung true for me, and is rather scary/disappointing.
I have a rule now, after experiencing cancer & failed remissions with a family member, which is to always do the deep check. Esp in any case of pain or discomfort that isn't normal.
Even a recent shoulder tear from lifting, the pain/discomfort wasn't something I had experienced before, so I went to a local ER (was worried about a dislocated shoulder). The young physician tried to usher me out with his confidence it was a normal injury most likely (he was right). I asked why not just do an x-ray and he gave me a response based on his heuristics. But the x-ray was an option if I wanted. So we did the x-ray and 20min later he was right.
This one is difficult. The first doctor with the first diagnosis was likely doing the right thing. Although tragic, it's exceedingly rare for someone that young to present with a brain tumour.
If a doctor was ordering CT scans every time someone arrived with ear infection symptoms, they statistically be causing more harm than good. CT scans raise an individuals risk of cancer ever so slightly. Not a big deal for individuals, but scaled up to an entire population it's actually a real creator of cancer risk.
Now obviously if you have some serious symptoms then the incremental risk of a CT scan is less than the risk of missing a serious diagnosis. However, jumping straight to the CT scan without good reason would be a mistake. So now doctors are in a position where they must integrate diagnostic history into the equation. Showing up to multiple doctors with an "ear infection" that isn't responding to any treatments warrants deeper investigation. If the issue isn't resolved, proceeding to imaging makes sense.
This is why it's important to begin return visits with a summary of what's been done so far. If you get a doctor who wants to re-start the diagnostic process without accounting for previous work done so far, unfortunately the only real solution is to move on to someone else.
Really, the article is about people who don't bother to monitor the likelihood that updates their prior because the prior is so damn explanatory anyway. But, a doctor treating an ear infection isn't doing this because the act of treatment is also a test. It's not the 'did the volcano erupt' or 'did we get burgled' test with huge downsides because even if there's a serious underlying issue a week or two is unlikely to change too much. If the purported infection doesn't clear up then it's time for the doctor to update their prior and reconsider what investigations or treatment options are now appropriate. Even better than taking your history to your next doctor, keep seeing the same doctor.
"Ear infection" is often not even a heuristic. Pediatricians sometimes say that when it's not obvious what's wrong with a small child that has a little a bit of fever and is crying. Parents need to hear a reason and "ear infection" sounds more convincing than "probably nothing", and sometimes parents can be, well, difficult. I've even heard a pediatrician admit as much once. On another occasion, a nurse practitioner diagnosed our child with an ear infection without even bothering to check the ears.
Emergency physicians, on the other hand, are always thinking about the worst case scenarios and trying to rule them out.
I know in your head the scenario was "were it not for that one person, my kid would've died", but the more likely scenario was, "the symptoms got worse and then a doctor decided it was enough to warrant another look and the tumor was detected, surgery was performed, and my son was ok". It was wonderful that it was caught when it was, but odds are very high your son would've still been ok even if it had been caught over the next several weeks.
Also, I'm very relieved to hear your son is ok, as a father of a 13 year old son, you lived through a nightmare!
> the existence of experts using heuristics causes predictable over-updates towards those heuristics.
That's the essence of this piece. If you expect that consultation with experts will leave you with a more accurate picture of things than before consultation, you should first be sure that their heuristics are not equivalent to reading a rock with a single message painted on it, otherwise no matter what your conclusions will be biased towards that rock. "X is an expert and X says Y is good so I should have more confidence that Y is good than before" is not a useful conclusion if that conclusion came from X looking at a rock that says "Y is good."
The Queen example in particular, but all of the others as well, is a warning that looking only at the accuracy of predictions is not enough to avoid this problem. In order to make sure that those predictions are useful for yourself, you have to ensure that those predictions actually incorporate new information.
Did the doctor run any tests, perform any investigation, or just tell you the most likely cause for your symptoms. That is to say, did they preform any expert analysis on you specifically or simply tell you a statistic for people like you?
A corollary of which would be e.g. "Don't trust a skeptic that says 'X won't Change The World' unless they can tell you which developments would Change The World."
[1] Or Scylla-Charybdis Heuristic if you prefer: http://blog.tyrannyofthemouse.com/2015/12/the-scylla-charybd...
In seriousness, I think it is actually possible for people to understand enough information that they need to make a decision, even if they don't understand it to the level of an expert. I apologize for bringing Covid into this, but here was my analysis for understanding the mRNA vaccines:
1. The mRNA vaccines contain a small snippet of mRNA wrapped in a lipid bubble. This mRNA codes for spike proteins that are present on SARS-COV-2.
2. Your body takes up these lipid cells, translates the mRNA into spike proteins, and then your body recognizes those spike proteins as foreign and builds an immune response to them.
There is really nothing in the above (i.e. mRNA translation, the immune response, etc.) that I didn't learn in high school biology. There are certainly a ton of details that an expert is much more aware of. And, in evaluating my risk, there is certainly a ton of stuff there that I don't know, e.g. what's the probability of my body having a severe negative (a) immune response or (b) other reaction to the spike proteins in my body.
But all that said, even given all of the things I couldn't know because I'm not an expert, the rough details made it clear to me that, in any case, getting vaccinated should certainly be less detrimental than actually getting Covid, which was highly likely. That's why I get frustrated by some of the "trust the science" messages. You don't need to "trust" the science. The basics of the science are understandable by anyone with a high school degree.
Another thing I think is important to understand is that it may make a ton of sense to give very different societal recommendations versus individual recommendations. For example, I think both of the following are easily provably true:
1. Publishing recommendations of "eat less and exercise" is ineffective in combating obesity at the societal level.
2. For an individual, eating less and exercising is the number one way to lose weight.
That is, we know that most people are unable to stick with the recommendations of eating less and exercising more, and we have decades of data to prove it. For an individual, though, if you are able to set up a system to stick with your plan, this is the best way to lose weight.
What's the likelihood they've all standardized on the exact same default heuristic?
But even if they did, at least in some of the examples giving the same default answer would be literally impossible when 2nd opinions are taken into account.
The security guard example is instructive. Scatter a truckload of security guards throughout the entire building. They cannot all occupy the same space at the same time. Consequently, the sound of ostensible wind to one security guard is the sound of a robber breathing to another security guard.
Scatter a truckload of rocks throughout the entire building. Now you have a bunch of goddamned rocks.
I'm no digital signal processing professional but by substituting rocks I'd say we suffered a loss in fidelity.
In some cases really high. Professionals are often under the same constraints, have no reason to be diverge, and even are incentivized to converge in opinions. These are not independent probabilistic events.
To my earlier example, _many_ appraisers adopted the heuristic of “appraisal = offer + irrelevant_random_noise”.
You security guard example doesn’t really apply to professional opinions. They’re usually done independently. By hiring multiple security guards, you’re forcing them (or at least encouraging them) to spread out. Sure, you’d get a similar effect if you hired ten doctors to spend 20 minutes with you all at the same time. They couldn’t all listen to your heart and tell you to take an aspirin. But if you visit them one at a time they can. So it’s more like ten security guards all watching one camera feed from different rooms.
Examples of this problem aren’t made up. Citigroup accidentally sent $900 million dollars to creditors. An issue I believe is still in litigation about a year later and has been a huge loss. It was approved by three people.
He argues that "expert intuition" is only helpful in an environment where intuition can be trained. That is, where there is obvious, immediate, and frequent, feedback on actions. All the examples given in the post take place in environments where there is no opportunity for the "experts" to receive feedback on their advice.
Mainly, it has the exact same problem you chose it in order to avoid, you now have to understand and assess the reliability of an putative expert in the domain of understanding and assessing the reliability of experts in your original target domain.
except for the value of having a security guard visible so that 99% of the robbers who might conceivably want to rob a Pillow Mart decide to go rob Quilting Heaven down the road instead.
What's frightening about all this is that this article has gotten 15 upvotes despite 100% of the comments so far being about what a pointless article this is.
on edit: added in missing two words that clarified meaning.
Would anyone really think a weatherman that had say a 70% correct heuristic was good? Or go to a doctor like that?
But I think it's interesting enough to discuss. The main thing is that are a whole lot of human activities where one can imagine completely rote activity could replace thinking. But in all of these, a deeper look shows to subtle factors actually require a human being to be present.
It's a bit like self-driving cars. 90% of driving is really easy to get working. 99% is moderately hard. 100% looks like it won't arrive for quite a while.
At some point in the evening all the exit doors, including the front door, became armed, and this was conspicuously noted as when we packed up for the night and tried to exit to the parking lot, we realized we couldn't open the door without an alert being sent to the police (not just the security company). There should have been a guard at his station (desk, CCTVs, etc) in the entryway, but we found none.
We waited for awhile. Then we walked up, down, and through every corridor and restroom of that 4-5 story building, multiple times, looking for the guard. When that failed, we called the security company to ask them if it was okay to open the door. They swore there was a guard on duty and asked us to wait a little longer in case he was doing rounds. Despite knowing that couldn't possibly be the case, we obligingly passed more time waiting in the entryway. Then we walked up, down, and around the building again, but this time splitting up and shouting. Nothing. Nobody.
We go back down and inform the security company that we weren't going to wait any longer and that we'd be triggering the silent alarm as we left. And guess who exits the elevator just as we were about to open the door.... Apparently he had been sound asleep in a cozy nook somewhere in the upper floors--presumably in a conference room or more likely a private office, the former being something we inspected in passing (glass walls), the latter we didn't feel comfortable opening and entering, and both being the last place you'd expect to find a security guard. IIRC, he wouldn't admit it outright, but just played coy. We weren't mad. A little tired and frustrated because as consultants we still had to get in early the next morning, but that was mostly offset by the sheer absurdity of the situation, and by the fact that he seemed quite elderly.
Anyhow, you may assume too much if you assume the security guard actually maintains some kind of useful presence. I guess these days it's more common to have electronic way stations to log a guard doing rounds. I dunno if this building had such measures (this was circa 2001-2002), but as the sole guard he probably was expected to spend most of his time, if not all of his time, manning the security desk, providing ample opportunity to be doing something else, instead.
The point that I walked away with is that oftentimes experts use these same heuristics even when people assume they are not. People think that experts don't have to use them because they have better tools and skills at their disposal. However, for reasons involving human factors, they oftentimes do use them. Finally, these opinions then get thrown into the body of evidence as if they are ground truth values.
Another commenter left what I thought was a rather essential analogy which was whether or not people should run from the hint of a tiger. Running too little invites tiger attack. Running too much invites excessive anxiety. Both have health ramifications: too little fight or flight response and a creature is easy prey, too much fight or flight response and the creature is expending too much energy in the fight or flight state. If the bushes rustle in the right way next to a herd of antelope, the herd will run, and the size of the herd doesn't act as a linear multiplier on the chance that there is a tiger. To follow the analogy rather painfully, the OP article is critiquing the members of the herd who would say, "Don't run, idiot, there's no tiger", when there's an equal critique to be made against the members of the herd who run all the time and are in a constant state of anxiety.
Another simple analogy may've been a regularized neural-network that's super-efficient because it always returns a nominal-result, not needing to do any calculations. It could work ~>99.9% of the time because the nominal-result is ~>99.9% prevalent.
The author was trying to point out scenarios where lazy-neglect may seem viable. By contrast, some readers may want to give those in the examples the benefit-of-the-doubt, as they might actually be taking no-action as a conscientious decision. While we often want to give folks the benefit-of-the-doubt, that's presumably not how the author intended those examples to be read.
The author was presumably trying to paint pictures in which folks might thrive through neglectful practices, rather than trying to characterize all folks who superficially resemble those in the thought-experiments as being neglectful.
This has a lot to do with the community he's part of and still implicitly writes for. He's blown up in recent years, but the blog still has a strong core readerbase of people with significantly longer attention spans than the average person, among other things. In all the years I've read his work, the meandering, often-humorous examples are half the fun, which makes the discovery of the thesis more enjoyable as well.
It was autumn, and the Red Indians on the remote reservation asked their New Chief if the winter was going to be cold or mild. Since he was a Red Indian chief in a modern society, he couldn't tell what the weather was going to be.
Nevertheless, to be on the safe side, he replied to his Tribe that the winter was indeed going to be cold and that the members of the village should collect wood to be prepared.
But also being a practical leader, after several days he got an idea.
He went to the phone booth, called the National Weather Service and asked "Is the coming winter going to be cold?" "It looks like this winter is going to be quite cold indeed," the meteorologist at the weather service responded.
So the Chief went back to his people and told them to collect even more Wood.
A week later, he called the National Weather Service again. "Is it Going to be a very cold winter?" "Yes," the man at National Weather Service again replied, "It's definitely going to be a very cold winter. "
The Chief again went back to his people and ordered them tocollect every scrap of wood they could find. Two weeks later, he called the National Weather Service again. "Are you absolutely sure that the winter is going to be very cold?"
"Absolutely" , the man replied. "It's going to be one of the coldest winters ever. " "How can you be so sure?" the Chief asked. The weatherman replied, "The Red Indians are collecting wood like Crazy."
> He comments on the latest breathless press releases from tech companies. This will change everything! say the press releases. “No it won’t”, he comments. This is the greatest invention ever to exist! say the press releases. “It’s a scam,” he says.
He's got the name backwards on this one. What he's describing is more of an anti-futurist. IMHO, futurists and the ones that make implausibly grand predictions about the future that almost always end up not being true.
It may be sorta like the problem with science: there's real science and pop-culture science-flavored junk, and pop-culture audiences may perceive real scientists as dismissive because they're always so critical of the latest pop-culture fads.
So while futurists may love new-tech and scientists may love science, pop-culture may see things differently because they see futurists/scientists dismissing (what they perceive to be) new-tech/science.
It's kind of an aside, but I think a lot of people (most?) who strongly identify with "science" really identify with science fiction.
My mother was fat. She was feeling especially tired for several months. She went to her doctor. The doctor was historically kind of embarrassed that my mother was fat, told her to lose weight, and didn't palpate her swollen belly.
My mother went to the dentist. The dentist had known my mother for years, and palpated her belly. She sent her immediately to the emergency room.
Happily, my mother survived metastatic lymphoma after the removal of the 9" tumor in her belly, a heavy dose of chemo, and an autologous stem cell transplant. Modern cancer treatment is really impressive!
My mom has been in remission for over a decade, but I'm still really mad at her general practitioner.
However... doctors must do more than just cure you. They must also "do no harm"; in fact that is (or should be) their default. What if she intervened more directly in more cases, maybe poked and prodded and recommended more invasive treatments? She would get more cases wrong in the opposite direction (recommending a potentially invasive or even harmful treatment when some rest and an aspirin would have sufficed), maybe resulting in accidental death through action rather than inaction.
She must be alert, but hers is a good default/heuristic. It's not the same as a rock with "TAKE ASPIRIN" written on it.
And this is just an example. I think the heuristics that work 99.9% of the time do so because they do indeed work. Erring in the opposite direction can, in some cases, be also harmful.
I'm not going to argue about whether that is true or not, because I think that clearly depends on many factors and may be unanswerable. But as a member of a minority group who is often denied health care, it is often denied for this very reason. If the wrong person is prescribed this treatment, it is harmful. I'm just saying that when you're in the 0.1%, it can be difficult to accept the idea that you have to sacrifice yourself because someone in the 99.9% might be at risk otherwise.
But the 1% is not the same for every disease. If you perform unnecessary interventions on everyone for every disease, then you also perform unnecessary interventions on the 1% of every disease for all of the other diseases that they don't have.
Now you've given everyone weird cancers because you've done thousands of x-rays and CT scans for all manner of things.
That's different than not treating people at all - even if it's not treating people at all, because the reason you're not doing it is because your diagnostics and treatments are inadequate.
The low base rate prediction problem is a problem not just because of lazy application, it's because the numbers make it impossible to do anything else in some situations. With a low enough base rate, you have to have a preternaturally good indicator to make anything but a negative prediction.
Then you have to resort to utility theory and decide if false positives are worth the cost.
Incidentally, the hiring example is poor because it's just not the same situation at all. The fact he's equating it to the other scenarios maybe says as much about the real problem as the scenario does itself.
It's kind of like driving. You can become increasingly lackadaisical because you haven't had an accident recently, which invites accidents. You can become an excessively nervous driver because you perceive all possibilities, which invites accidents. Pretty much everyone who stays on the road an appreciable amount of time develops some balance between those two extremes.
Lisa: That’s specious reasoning, Dad.
Homer: Thank you, dear.
Lisa: By your logic I could claim that this rock keeps tigers away.
Homer: Oh, how does it work?
Lisa: It doesn’t work.
Homer: Uh-huh.
Lisa: It’s just a stupid rock.
Homer: Uh-huh.
Lisa: But I don’t see any tigers around, do you?
Homer: Lisa, I want to buy your rock.
This reads like some generic LinkedIn CEO post that sounds deep on the surface but actually means nothing.
I just realized it's possible I'm being whooshed by your comment.
These ideas that should be obvious to anyone who's studied advanced statistics, or formal logic, or read some books about extreme events, all likely already know, but the fact is, not everyone... better yet most people have not every studied these things.
These ideas are inherently interesting, and every year, there are new people coming of age that are introduced to these interesting ideas via an article like this, and then it'll get upvotes. The world is like a fire hose of young people. Add in a popular author who will likely get attention anyway, and here we are at the top of the feed.
It's just generalized parables by someone not in any of the fields or positions mentioned, some weak conclusions, and a "Heuristics That Almost Always Works" book title.
You will get surprised 0.01% of the time, and that's fine. If you don't follow the heuristic you'll be surprised far more often by way of being wrong.
This gets further weighted by costs. If the cost of a false negative is high and the cost of a false positive is nothing, always assume the positive and do whatever is required: check the window, palpitate the whatever, etc. You are certain it is nothing, but the cost of being wrong is so high that you do it anyway.
The author's whimsical point about needing people who buy into fairy-tales isn't useful or valid. You make these decisions based mostly on the costs of being right and wrong, and within that you assume things based on the stats of occurring.
Author is an MD (doctor)...
I felt exactly the opposite. In my career as an engineer I regularly encounter experts who claim to be so, but offer no qualifications or expertise. Having the ability to respond to this type of stuff is valuable.
In my personal life, I've felt that many therapists exhibit this exact response. They choose to give heuristics and platitudes because, often times, they work. But it means they are giving up the expertise which they claim possession of.
I'm reminded of quite the childish thing by this article: "With great power comes great responsibility." If you claim to be an expert, you need to actually be an expert. I consider this the social contract of expertise and prestige.
Sometimes things happen that, in order to make money or cut costs, we convinced people were impossible.
Right. "Black swan" means "a new thing we've never seen before," but of course few people go around thinking "I will never encounter a new thing that I've never seen before."
For an event to be a Black Swan event, you literally need to have no possibly for the event in your deductive framework (e.g. the problem of induction which is what the book is actually about). In every single one of these examples, the possibly of the event occurring is accepted by everyone.
This is why Taleb lost his mind when people started calling the Covid Pandemic a "black swan event," which it was absolutely not. We know pandemics happen, we know about what power law they happen at. The fact we were not prepared at all is a problem of not being prepared for something we know will happen with certainty.
https://medium.com/incerto/corporate-socialism-the-governmen...
Than Taleb wrote that book and I wished I'd written something about "exceptional events".
Then Taleb just coasted, drifted and became irrelevant.
That's the specific event risk: pretty obviously if we had maintained effective pandemic response measures, and maybe focussed on general infectious agent spread control measures as a society (i.e. a year over year goal to reduce influenza cases, update building codes to require less touchable surfaces to navigate) then we'd be better off then we are.
We know pandemics happen, we know their rough power law occurrences. We know the most dangerous vectors of transmission. We can prepare for them. We typically don’t.
Just look at all the aging housing infrastructure on the California coast. We know there will be major earthquakes and we know how often they happen, yet the general populace cares more about how pretty the historic buildings look, even though we know they will kill people.
These are not black swan events.
For instance, if you are interested in Bayes Theorem like a lot of rationalists say they are, you could talk about the medical test which is 99.99% accurate but for which 90% of the positives are false positives.
https://www.mun.ca/biology/scarr/4250_Bayes_Theorem.html
Imagine that a driver gets hit by accident. He's tested as part of company policy, and tests positive. He gets fired, even though the test only really tells us there's a 33.2% chance he was actually using the drug.
Real world drug tests are a lot worse than 1% false positive and false negative rate.
Every time someone gets fired for a positive test, or loses custody of their kid, or so on, it reinforces whatever statistics are being collected as if the test were a ground truth. They're hardly ever questioned, and there's usually no recourse without an expensive legal fight.
The false positive rate for drug dogs is higher than 40%, for contrast. When a dog "alerts" its worse than a flip of a coin. All that matters is if an officer feels like fucking up your day.
Testing used in situations that are legally significant in people's lives should be required to reach a statistically valid threshold of accuracy, like 99.999% of the times this process is performed, it matches reality. A high sensitivity and high specificity aren't enough, but they're framed as highly accurate and reliable by often well intentioned people who simply aren't thinking in a Bayesian way.
This is what most people don't seem to get. Devices like the ADE 651 or the GT200 were bought by the thousands by law enforcement agencies worldwide, not because they were stupid, but instead, so they could have another "data point" against you that they can use at their discretion.
"Sorry, this dot blinked three times so I'm gonna have to detain you: It's standard procedure, I'm only doing my job."
Antonin Scalia (in)famously commented in one of the Supreme Court's dog-sniff 4th Amendment cases that obviously the police would want dogs that didn't produce false positive alerts, since they wouldn't want to waste their time searching where there were no drugs. The resulting caselaw sets up a situation where a dog can be wrong over half the time and still be used.
The concept that "probable cause on four legs" would be used simply in order to get to search where they otherwise couldn't was apparently unthinkable.
The flawless logic of our leaders is astonishing.
Tend to disagree. It's easy to dismiss one example as "well, medicine is special because XYZ." Multiple examples are the core aspect of showing a general pattern.
He could probably have stopped at 3, 4, or 5 though, not 7.
I imagine the whole piece is essentially a comment on having a discriminator with great true negative rate and terrible true positive rate in a context where there is a large class imbalance (very rarely do positives occur). In real life this is quite easy to account for (just fill in your confusion matrix and see how you stand). I also strongly suspect that it doesn't really happen that much. People do have a conscience, professional pride etc. At the very least they will get bored and actually do smth different from time to time.
> The Security Guard [...] The only problem is: he now provides literally no value. He’s excluded by fiat the possibility of ever being useful in any way. He could be losslessly replaced by a rock with the words “THERE ARE NO ROBBERS” on it.
At the very least such a security guard would act as a human scarecrow. More realistically, the guard would actually look for robbers from time to time, if for no other reason then because if he misses them he might be out of a job.
> The doctor [...] “It’s nothing, take two aspirin and call me in a week if it doesn’t improve”
In my experience this sums up the Dutch (country where I currently reside) medical system quite well :)) Somehow they manage to have good health results.
EDIT: moved concluding paragraph up.
In real life some people are more or less diligent about their jobs, and more or less contrarian, and have different expertise, strengths and weaknesses.
Each of the vignettes portrays the counter position as stupid (literally using a rock as a metaphor).
The reality is much different. In each of the cases there’s an argument to be made that the proposition was flawed- the security guard never finds anything but instead of just not looking anymore, maybe they propose installation of cameras. The volcanologists aren’t very helpful if they don’t have predictive value - if they are always waffling then they are no more useful than the rock cult. And if they are over-activated, then they run the risk of “boy who cried wolf” or of being dismissed because too frequent false positives cost the rest of the society too much.
Overall I think the essay is shallow and not a useful treatment of the subject.
These people don't exist. Not a single one. Every time you're tempted to think someone fits one of these roles, remember how complex you are, and then think about how complex you likely appear to others. The rift you can see between your internal self and external self is there for everyone, in every situation.
Fun read, though!
Don't fall for it. Laziness is a lot rarer than you may believe, even in yourself. People don't just "do bad things" very often for the sake of doing bad things, there are almost always reasons beyond the obvious.
Timmy has a shot gun and a cat. Every time he hears a crack of the floor, he picks up his shot gun and checks the door. It's okay; it's just his cat walking around the house. But this is merely a heuristics, he thinks to himself. Being a rational person, Timmy still rushes to the door with his shot gun every time he hears a crack in the floor. The lack of sleep has invited boldness to his head, but at least so far, he has kept out every bugler who didn't show up to his door.
The city lover
Mary and Susan live in a city, by a busy road. There is a crossing, with proper traffic lights and timers. Susan crosses the road when the green light is on, because that's when all the cars whose route clashes with hers are not moving. But all of them? Mary questions. So far, Susan has been fine, but Mary is a well-informed rationalist who doesn't believe in heuristics. She looks left, and then right, and distrusting her own sense---because we all know that human vision is not 100% reliable---she looks left again, and then right again. She rubs her sore eyes, and decides to go back home. The road is too dangerous.
---
Life would stop being plausible, if we always look out for the 0.001%. In some cases, the cost of not trusting heuristics is low, but then, that heuristics would be quite useless.
Some experts work on the 0.001% case and they are warranted to be paranoid; but even then, their alertness can only be confined to a narrow application. Everything else in life is still based on heuristics.
―Peter Watts, Echopraxia (2015)
"Yes, the VIX is overpriced. Although you can't make a living by shorting it. Both statements are true at the same time."
Funny enough after the liquidation I had about as much money left over as I put in originally. So I didn't lose much skin and got a great story to tell.
This is dialog from a sci-fi novel about aliens and space vampires. It is figurative language to illustrate a concept.
Great novel full of evolutionary psychology trivia:
https://en.wikipedia.org/wiki/Watching-eye_effect
https://www.newscientist.com/article/dn9424-big-brother-eyes...
The agency of the entity which caused the rustling is somewhat irrelevant for the hunters. The important belief for their survival is that this rustling entity is dangerous. If they hold this belief but attribute the behaviour of the entity to randomness, they’ll do just as well.
I work with large-scale testing, and we use a measure called "DPPM", or Defective Part Per Million (manufactured). For my team, a DPPM in 10s is noise/acceptable loss, ~100 we keep an eye on, and 100s-1000 is cause for investigation. Going back to percentage, that translates to 0.001% fail-rate is noise, 0.01% we keep an eye on, and 0.01-0.1% is cause for investigation (and 1% is "Stop The Line").
My point is that the "percentage" scale of failure/risk is one tuned to human perception: "1 in 100 is nothing!", but at the scale of events that we deal with in many areas of our modern life, it's actually huge.
Or: don't use humans for dealing with large numbers. Alternatively, exercise them with the occasional positive result to keep them on their toes.
I think this is how all of us are when we are doing something.
I also think this is existence is a free will experience.
That might seem incompatible, but I think our free will is engaged in selecting what heuristics we can choose. Alternatively, you can say we are programmable creatures, but we get to choose what programming we run.
I would also say, that the heuristics/programming we mostly run is that which has been provided to us by default - a consequence of our education and situation.
Not many of us take the time to review our programming - or to engage with the more 'meta' elements of our experience. I daresay, that the principles we run are not really coherent. Eg, we are reasonable, we do the right thing, we also take shortcuts to get what we want, or save time, etc. These are examples of principles that cannot all be true!
If you were to ask me, the best thing we can do in this life is to consider our values. Are these truth and reason, personal gain, saving time, etc. What means most to us? And the review the heuristics/programming we run according to those values. At least we have a foundation for our programs that we selected ourselves, rather than running the programs that were provided to us by default!
The rationalist community operates at its best in the semi-dark where its ideas and culture aren’t subject to heavy scrutiny. Would be nice if an intrepid and famous journalist would dig deep but there are dragons lurking there and the operating individuals are exceedingly clever and good at camouflage.
Anyway the rationalist community is a bit of siren song for nerds. I fell for it once and took the bait, so I’m here trying to be more than a mere rock and warning other individuals to be skeptical as they read SA’s seductive prose. Don’t drink the epistemological poison of the rationalist community.
If you have heuristic that works 0.0001% of the time - it's almost as good as one that is correct 99.999% of the time. You will notice and learn to just invert it.
It's like, it's a nice thought, but if you really apply attention to it, it doesn't hold up for long.
>Fast, fun to read, and a 99.9% success rate. Pretty good, especially compared to everyone who “does their own research” and sometimes gets it wrong.
I would wager the "do your own research" crowd hits much lower than 99.9% success rate, so what's the argument here? The person who accepts mainstream view - which is apparently what this article calls a skeptic - is no better than a rock. But that actually, the people who contradict the skeptic are no better than a rock thrown in a glass house.
In my experience though, the skeptic is far more likely to be a "skeptic" of the mainstream view and to advertise themselves as that (see: literallly thedailyskeptic.org) and in reality, they're taking the bad side of the bet, by this logic you're 99.9% right by dismissing contrarians and accepting the mainstream view. if you're constantly endorsing the contrarians, you're basically taking the 0.01%. And this isn't theoretical, the skeptics I listed earlier literally posted an article today telling us how global warming is fine, because the earth was warmer... 50 million years ago when no human life was viable. The problem with skeptics isn't their skepticism, it's where they choose to apply it.
There is value in there being contrarians, in order to hold people's feet to the fire, but that doesn't really apply if they're just bringing up dumb arguments and are no more complex than the people they're questioning.
Accuracy is a very bad measure of any classifier performance (be it a machine learning algorithm, or a human expert) if the sets are not well-balanced. See https://people.inf.elte.hu/kiss/13dwhdm/roc.pdf for RoC.
The Barking Dog
Barks at everything all the time, people learn to ignore it. Then, when there's real danger, no one cares, providing literally no value and becoming only an annoyance.
It's kind of like a dual for the security guard one.
It would be akin to that lying boy being the officially appointed wolf-spotter for his village.
Instead of such a discussion, I'd like highlight a book that provides the "oposite" perspective: Gerd Gigerenzer's Rationality for Mortals. Gigerenzer presents the an anti hyper-rationalist perspective for heuristics, arguing that they're not only human, but necessary and inevitable for time and compute bounded beings.
Fun and clever article, but for it all to land on that was jarring and disappointing. Preaching to the choir I guess.
2. >By this time they were 100% cultists, so they all consulted the rock and said “No, the volcano is not erupting”. The sulfur started to smell different, and the Queen asked “Are you sure?”
Even the queen deciphered that something is wrong without any volcano knowledge. The author itself is providing an example of human instinct without acknowledging it,
3. The author assumes all guards as the same when in fact they all are different individuals. Sure most of them might be lousy at their jobs but there will be some who understand how rare the "robbery event" is and so will still look when there's sound.
4. The examples suffer from cold start problem. What if robbery happens the first month of a new guard. Will he still be asleep? If not, then Utility (hiring a guard in all cases) > Utility (not hiring a guard).
5. As another commentor mentioned that the value of having a security guard visible so that 99% of the robbers who might conceivably want to rob decides to go someplace else instead.
6. Contrarionism is seen as a virtue by certain people hence "I don't like this generation's music" and "Popular thing bad" phenomenon. Also, they make sure to be as loud as possible whenever their contradiction is right. This helps humanity in mentally modelling rare events.
All in all, the author is underestimating the capabilities of humans and humanity.
So, yeah. Our heuristics fail on black swan events. There needs to be a balance between "trust your heuristics" and "watch out for black swans".
They asked the doctors what factors to look for, the doctors could accurately describe what to look for. They then created a program that did exactly those things and pitted it against the doctors expecting it to perform poorly and needing iteration -- but it beat the very doctors that described the process. It beat most doctors that describe the process.
More data here: https://fs.blog/algorithms-complex-decision-making/
A boring sounding book details more examples: https://www.amazon.com/gp/product/0963878492/
If you think you have something that no one else in the world has noticed, you're probably wrong. You're going to need a LOT of evidence to prove yourself right. Lots of people & companies spend years, decades even, proving themselves right. You're not going to do it overnight and you're not going to do it with a wikipedia article.
I'll leave it up to the reader to determine when that is
Most experts in most fields spend their time doing research and experimentation, in order to acquire knowledge and build a corpus of understanding that makes that 99.9% into a 80%, a 50%, a 20%, a 1%, etc.
The only "experts" making projections tend to be fake experts, they'll actually be policy makers, investors, marketeers, etc. (yes sometimes they'll hire an expert statistician to waste his time help them with such foolishness)
And ounce those people enter the game, they'll pester the real experts ad nauseam for estimates and for predictions, and at first the expert will say well more research/experimentation is needed. But the fake experts will say, ok, but ballpark, just an estimate, what do you think is most likely happening here? So the expert will say, ok, give me some time to really run the numbers and make sure at least I'm giving you accurate statistics. But the fake experts will pester some more, I need it by end of day, just tell me now, why would it take you so long. Eventually the experts will just make it up so that the fake experts leave them alone and they can go back to doing real work like research/experimentation/development, etc.
And this in my opinion invalidates the claims in the article. Because those experts cannot be replaced by a rock. The reason they'll be doing the same work as the rock, is because non-experts are going to want them to do so, by asking them the question the rock could answer, and refusing any answer that is probabilistic, they want certainty, not possibility. And to those people, it matters very much that the expert said so, because in the expert they trust, in the expert they can scape goat their failures, they did not make the decision, the expert did. A rock does not provide them with plausible deniability.
---
You are a talking head in CNBC. You have seen only two global financial crisis in your life time. You talk about a global recession that is about to happen every week. You try your best to keep everyone in the edge of their sit. You never talk about the how market is booming. You are on doomsday patrol.
---
Why does modern contrarian black swan enthusiast always talk about catastrophic events that has incredibly low likelihood of happening? You know what are the other things that have low likelihood of happening, winnings from gambling and lottery. The sentiment is that being conscious about risk is smart unless you are talking about exploiting tail events for profits.
Substitute “this” for SAN array, core switch, or entire data centre.
I’ve had someone argue with me at length that simultaneous multi disk failures in a RAID5 never happen.
Two weeks later it did and the main SAN disk array went up in smoke.
Terry Pratchett
The point is not that bad heuristics are bad, but to think about when heuristics should be used and what value they add.
In the examples, heuristics shouldn't be used to reduce probabilistic occurrence to binary likelihood before deciding to act. Decisions should be informed based on the actual data when available. Application of a heuristic results in a loss of information, which reduces accuracy and applicable scope. Sometimes this can be entirely defeat the purpose.
Perhaps the recommendation is that if you are tempted to use a heuristic, stop and ask if it is necessary, and what you stand to gain from using it instead of other data or new analysis.
Both Skeptic and Futurist provide value for risk-averse people, as they help to explain away the changes. That’s why lots of people read these skeptics and futurists, because their message is predictable and brings very expected emotions every time.
Example with Interviewer assumes finding diamonds among low-promise CVs has value for a company — does not work that way for companies with huge hiring funnels. Interviewer that focuses on effective but imperfect screening will get far in these, all the while bringing lots of value to the company.
Article also simplifies these roles down to a single, almost binary, function. Which is pretty ironic, given the idea this article tries to communicate.
what sounds were made, are sounds of the wind different to breaking glass? Have burglaries been on the increase lately? When did he last check the car park was there a suspicious car there?
What I am trying to say is that each of the examples given is really just a strawman - in each case looking for more data - you can spot truth in the data
Not true. His value is in being there. He's not there to stop robbers, but rather to stop squatters or mischief makers who are looking for something to do (in which case there will be a lot more than just some odd noise). Nobody in a first world country is going to rob a pillow mart.
> Her heuristic is right 99.9% of the time, but she provides literally no value. There is no point to her existence. She could be profitably replaced with a rock saying “IT’S NOTHING, TAKE TWO ASPIRIN AND WAIT FOR IT TO GO AWAY”.
Also not true. If there's a real problem, it won't go away and the patient will return, either with no improvement, or a worsening of symptoms.
> It cannot be denied that the employees he hires are very good. But when he dies, the coroner discovers that his head has a rock saying “HIRE PEOPLE FROM GOOD COLLEGES WITH LOTS OF EXPERIENCE” where his brain should be.
But he hires good people for his company. So regardless of the soundness of his methods, he is providing value to that company.
Followed by a bunch more contrived examples and downright black swan events.
Bottom line: Yeah, they're using heuristics that will sometimes be wrong, but life itself is about compromises. There's no such thing as perfect information, so we use heuristics out of necessity. Worrying about the unlikely scenario is a recipe for paralysis.
> Also not true. If there's a real problem, it won't go away and the patient will return, either with no improvement, or a worsening of symptoms.
You could still replace the first visit with a rock or automated response.
> > It cannot be denied that the employees he hires are very good. But when he dies, the coroner discovers that his head has a rock saying “HIRE PEOPLE FROM GOOD COLLEGES WITH LOTS OF EXPERIENCE” where his brain should be.
> But he hires good people for his company. So regardless of the soundness of his methods, he is providing value to that company.
He didn't provide any more value than a rock without a salary though.
Not really, because the doctor would have to receive a first visit before a second visit, and would evaluate how to deal with each one. This is an oversimplification and it doesn't work.
> He didn't provide any more value than a rock without a salary though.
He hired people. Rocks cannot hire people. So he absolutely did provide more value than a rock. In fact, a college degree is a pretty decent heuristic all around. It'll miss a lot of good candidates, but overall the candidates who pass his filter will be mostly sound (as was mentioned in the example).
The overarching problem is that these are oversimplified examples with oversimplified explanations to support his oversimplified conclusion. Real life doesn't work that way. Real life is why we need heuristics in the first place.
https://www.smithsonianmag.com/smart-news/century-old-warnin...
But anyways... Does anyone else struggle with Substack's typeface, specifically it's width and spacing between characters? I'm a bit of a typeface nerd, and I genuinely like or enjoy most of our common fonts. Substack is the only site that I find the typeface to significantly affect the reading experience.
They’re also very seldom so weighted. 99.9% confidence in anything is so uncommon that it’s not even a marketable confidence. How many nines? Not this many.
And many of the examples in the article are clearly strawman arguments where the exemplary person would never express the same level of confidence. Or if they would, they’d expose themselves as incompetent or a fraud.
I feel like I’ve spent more time and mental energy on this than it deserves, but to round it out: heuristics are intended to be hypotheses, and intended to be tested. They’re not rules. The only reason anyone would treat them as rules is if they’re 99.9% confident. If anything is that sure, you’re either dealing with business that cares about that probability margin or you’re gambling against yourself.
I lose the line of reasoning here - 99.9 to 99.999 doesn't happen if you don't have new evidence, so why would you raise your probability? or maybe i'm being too literal?
The whole talk about N+1 gives the same probability as N is not right.
There is also society game level above all of that. You can persuade more and more people that stealing things just generates additional costs. Seems we have to allocate resources(private and public) on protecting property and its beneficial for all if we stop playing this game (where reasonable people have to spend money to continously fix unreasonable people's deeds).
I’ve noticed my behavior is drastically like this. Even if I rationally know I am mortal, I take ever larger risks and each escape gives me more certainty that I am truly lucky and increases the boundary of operation.
The problem is incorrect prior updating. If there is a 75% chance that I will die if I jump off this bridge and I jump and live, then I update the prior too generously. Clearly I didn’t die, so it has to be lower than 75%. Well, yes, but perhaps update more conservatively when the bet is big.
To use the doctor example, over-diagnosing symptoms is as harmful as under-diagnosing them. You cannot prescribe an MRI and other advanced tests to every patient who walks into your door, since (1) they are expensive and capacity is limited and (2) there is a chance you will get a false positive and end up in a worse condition than you started from. Maybe always sending patents home with an aspirin until the symptoms get worse is the right thing to do?
In more generic terms, betting on the 0.1% outcome is a risk, and one that you may not be able to afford to take.
>You know what doesn’t need oxygen or water or food? A rock with the phrase “YOUR RIDICULOUS-SOUNDING CONTRARIAN IDEA IS WRONG” written on it.
> This is a great rock. You should cherish this rock. If you are often tempted to believe ridiculous-sounding contrarian ideas, the rock is your god. But it is a Protestant god. It does not need priests. If someone sets themselves up as a priest of the rock, you should politely tell them that they are not adding any value, and you prefer your rocks un-intermediated. If they make a bid to be some sort of thought leader, tell them you want your thought led by the rock directly.
Yes, neither ivermectin nor hydroxychloroquine had an agent which is relevant at the level of a RNA viruses, a hurricane can be seen long before they are here (unlike earthquakes let's say) and every single social construction, be it a religion or anything of a lesser scale, has distinct patterns and social techniques, such as secrecy, etc.
The world has no miracles, except in Nature, and even those are bounded by the environment.
But, of course, one can get the HN front page these days with such a subtle bullshit.
This is why we have 2727272 self help books that I can't read past chapter 3 as they regurgitate the same idea in every sentence
For the security guard, hearing a single noise is likely to be nothing. However, what if you heard two noises, and the sound of tires outside?
Same thing with the doctor. Most good doctor's I know have a sixth sense, about when something is off and needs further tests beyond just take an aspirin. So maybe the person had a stomach ache, and they had lost some weight, and they were looking a little yellow. All of a sudden the probabilities start looking a lot different.
This is one of the reasons why people got frustrated with Expert Systems as real-life reasoning requires reasoning with uncertainty and we don't have a satisfactory general way to do it.
In the security guard story: I understand the point that the author is trying to make, but it falls short as the security guard adds value to the property owner by just being phsysically there.
By being present the chance of a robbery, vandalism etc is significantly reduced. In most countries the average guard is also not expected to actually intervene with a robbery and instead call police (the US might be an exception here in some cases).
But there's one important case where this is not true and many people are trying and failing to use the scientific approach, unable to realize that "solving" the problem requires a very fundamental change of thinking.
Try to guess what I'm talking about (it should be easy I think).
2. The doctor: This is a true one. I did study medicine and I figured that for most of the time, it is fine. But the doctor here serves an important emotional job to support these people. Some people freak out especially after they did some Internet research or a relative went through the same symptoms.
3. The futurist: Not sure why this one was included. There is all kind of crap in the media. None of it is true. No one is also hiring such a guy unless he is looking at the other outcome (tech that will make it). In that case, I think the guy will be worth a lot more than a rock.
4. Same as 3
5. The interviewer: Most executives know this. That's the job and that's why credentials are a thing.
6. The queen: Should read some history I guess: https://en.wikipedia.org/wiki/1975_Australian_constitutional...
7. The Weatherman: Some are lucky and some have busy jobs. That's life I guess?
https://knowledge.wharton.upenn.edu/article/why-economists-f...
I'd go as far as saying 90% the resources spent on learning and teaching are entirely wasted and could be done away with.
After this article I've updated it to be, "All models are wrong, some are useful in certain circumstances."
I would say another heuristic should be something like, "Don't be so quick to dismiss criticism", or "Never over rely on a model."
A lifetime of providing zero value. But that's not the way I see it, he got paid and this supported a family.
In the real world, a doctor who ignores the complaints of every patients will quickly find themselves the subject of malpractice lawsuits. Not by every wronged patient, but it only takes one or two angry patients with lawyers in the family to cause huge problems. Malpractice insurance is expensive for a reason.
Real-world security guards do a lot more than just catch robbers in the act. I've had security guards catch employees trying to remove company assets late at night, catch doors left open, notice faulty security mechanisms that need to be repaired (e.g. door sticks open), and so on. Not to mention the presence of a security guard is a huge deterrent for getting robbed in the first place.
And so on. Yes, there are situations where you can get away with betting on the most common outcome for a while, but unless the people around you are all oblivious then eventually they'll notice.
If you simplify away the parts that make the argument invalid, that's literally the definition of a strawman argument.
If crime were that low, then the guard's position doesn't exist anyway.
So then we're just left with an empty thought exercise with no relation to reality, as an argument for how we should think about reality.
If you make a confusion matrix its precision and recall is 0. If it almost always worked then its precision and recall would be close to 1.
No, you are getting misleading results because you have an imbalanced dataset.
Japan, India, and a growing list of countries apparently never got that memo...
Risk = Odd x Impact
In the examples, the odd is very low but the impacts could be fatal. That’s where is NOT OK to ignore. But if the risk is low, you can follow whatever your momentum approach is.
Siskind assumes the latter and reasons towards the former, which isn't aligned at all with what actually happens in the world: we do predict hurricanes and exploding volcanoes, and there's no particular evidence that the average doctor is ignoring their patients. We're all subject to biases and fatigue, but neither of those supports the claim that we're all phoning it in all the time.
Edit: I will also note that "when nothing happens at all, a person can be replaced with a note on a rock" is not an interesting statement to make. Dressing it up with eloquent prose (and he is indeed eloquent!) does not change this, and does not a poignant observation make.
I really think it's harder to get more literal than this:
> He could be losslessly replaced by a rock with the words “THERE ARE NO ROBBERS” on it.
Guards that do not adopt that heuristic cannot be replaced by that rock.
And in general, better use precision, recall, f1-score or confusion matrices
Everybody knows 80% correct heuristic/20% role value is more realistic.
- said the contrarian
Additionally, getting the base rate right is important when considering lifetime risk and the costs vs. benefits of taking action or engaging in further screening - e.g. missing two or three cancer patients might be worth the benefits of not subjecting large numbers of patients to secondary screening.
But other times, they make perfect sense and save a lot of time and effort.
This post reads like a series of straw men created to show that heuristics are dangerous. I’m not sure who is going to argue that heuristics are appropriate in those situations.
Interesting article nonetheless!
A ranking forcibly brings the metric away from accuracy (which the heuristic can score well on) to something based around precision-recall (which it cannot).
Also if you think horses not zebras, make sure to at least glance the picture for stripes.
Unless this all went over my head and that's all sort-of the point of what he's getting at . . ?