I started and stopped this post four times as I tried to find the right way to open. Eventually I got tired of searching and figured it was easiest to just jump off the note I wrote to myself in Google Keep after the idea popped into my head:
That might not make so much sense (yet), but like any good note it captured enough of the concept that I remembered what I was thinking when I wrote it. I jotted it down as I was prepping for a webinar I did last week offering up some predictions for marketing in 2019. I was getting worked up (as I’m wont to do) about how much it bugs me when everyone in marketing talks about AI as if they have any idea what it really means or the implications.1 Someone asked why it bothered me so much and my answer, which kind of just poured out, was that once everyone starts agreeing about something (and saying it endlessly) it becomes less and less meaningful. This is not just some soft definition of the word meaning, though, it literally has less information.
Literally how?
A few months ago I wrote about Claude Shannon and information theory. Shannon wrote a seminal paper in 1948 called “A Mathematical Theory of Communication“. In it he defined the measure of information as, effectively, its unexpectedness (he called it entropy). The more random, the more information. This is precisely what bits measure (you can think of it as the number of yes/no questions it would take to get to the answer). What happens when you compress a photo? You take away the randomness. That’s why otherwise complex surfaces like sky or skin might come to look a bit pixelated: The compression algorithm is constraining the number of hues available in order to bring down the entropy (and therefore the file size) of the whole photo.
What does that mean for marketing buzzwords?
Well, as everyone starts to say the same thing and continue to offer little behind it, it becomes more and more expected and, therefore, starts to carry less and less information. When people layer on top of those buzzwords with real examples or alternative ideas, they return some randomness (and therefore information) to the concept. At their best, marketing contrarians are attempting to breathe some life into words and ideas that have otherwise lost their information content.
I don’t really like to think of myself as a contrarian because I think that often carries with it some notion of being different for the sake of being different (and trolling). Rather, I think if everyone is following one strategy or idea, the value of being the next person to jump on board is incrementally less (especially when that idea is poorly defined/understood). In a way it’s like an anti-network effect.
Back to Hinkie’s letter. It was leaked and provided an amazing view into the psyche of someone who was willing to be a pariah. In it he paints an interesting picture of the connection between contrarianism and traditionalism.
Here he is on contrarianism:
To develop truly contrarian views will require a never-ending thirst for better, more diverse inputs. What player do you think is most undervalued? Get him for your team. What basketball axiom is most likely to be untrue? Take it on and do the opposite. What is the biggest, least valuable time sink for the organization? Stop doing it. Otherwise, it’s a big game of pitty pat, and you’re stuck just hoping for good things to happen, rather than developing a strategy for how to make them happen.
And on traditionalism:
While contrarian views are absolutely necessary to truly deliver, conventional wisdom is still wise. It is generally accepted as the conventional view because it is considered the best we have. Get back on defense. Share the ball. Box out. Run the lanes. Contest a shot. These things are real and have been measured, precisely or not, by thousands of men over decades of trial and error. Hank Iba. Dean Smith. Red Auerbach. Gregg Popovich. The single best place to start is often wherever they left off.
Let’s bring it back to buzzwords.
So basically Hinkie’s argument is that the most appropriate way to be a contrarian is to also be a traditionalist: To be a respectful student of the underlying principles while also constantly probing and questioning whether they still make sense. One of the things that surprises me about the marketing industry is how often people miss this tradeoff. In an attempt to play the contrarian they shun traditional wisdom, but at the same time they repeat empty phrases and approaches at every conference that will let them on stage.
I actually think one of the reasons Byron Sharp’s book How Brands Grow has picked up as much steam as it has is because it strikes a good balance between these things. It’s a contrarian take (loyalty shouldn’t be a goal because it’s an outcome) but at the same time it’s deeply rooted in some traditional marketing ideas (marketshare, reach, and creativity to name three). This is a tough balance to strike, but when someone hits the spot is has the opportunity to really resonate.
Unfortunately, most of the time the industry misses the market by a lot. What we end up with a bunch of anti-historical/anti-intellectual slogans that get repeated ad-infinitum. It’s lots of words and little information.
Footnotes:
Here’s the notes I had for the question: “Let me start by saying that I predict in 2019 marketers will continue to talk about AI and ML interchangeably with no idea what the words mean. (I’m particularly salty about this.) I would broadly see we will continue to see ML become more available as different kinds of wrappers are made available that enables folks to use it in more of their everyday work. This seems to be some of what Microsoft and Google are doing with smart integrations into their work suites. In general, my take on AI/ML is it’s a classic case of Amara’s law, “We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.” In the short term, these things aren’t going to be writing copy and, anyway, that’s not that big a deal. In the long term, the promise of ML is data modeling and coding written by computers, not people. That’s definitely not a 2019 prediction, but it’s the road we’re going down.”↑
I recognize that the word/idea transformation belongs in the buzzword bucket, but if you read about Hinkie and what he did I think it’s a fair use of the word with real meaning. He was a heretic who questioned the most fundamental law of professional sports (“you play every game to win”) and rewrote the path to building a championship contender.↑
Been awhile since I got one of these Remainders posts out. For the uninitiated, it’s a chance to share some of what I’ve been reading/seeing. You can find past versions filed under Remainders. Also, if you want to subscribe to the email so you actually find out when things are published here (on the rare occasion they are), please sign up here.
Alright, let’s start with books. Since last time I’ve read:
Jennifer Government & Lexicon (Max Barry): Two sci-fi(ish) novels by Max Barry. Jennifer Government is about warring loyalty programs and Lexicon is about mind-controlling words. The latter is better. Fun and easy.
Men Explain Things to Me (Rebecca Solnit): Given everything that’s happened with #MeToo over the last year, it’s fascinating to go back and read this as it foretells a lot of what we’ve seen. Also, Rebecca Solnit has become a must-read for me and I’m looking forward to digging through more of her work.
Born Standing Up (Steve Martin): Steve Martin talking about his life as a comedian (I did the audiobook for this one, which he narrates).
E=mc2: A Biography of the World’s Most Famous Equation (David Bodanis): This was probably my favorite of the bunch. Sounds dry, but it’s a fascinating account of an equation I didn’t really understand. Takes you through in a step-by-step manner (it literally starts with “e” and then “=” and so on).
Thinking in Systems (Donella Meadows): I’ve read most of this once before, but I thought I could use a refresher. This is a foundational text in systems thinking and is actually easier to read than it first seems.
Bad Blood (John Carreyrou): The story of Theranos. Couldn’t put this down once I started.
Much more research exists on giving cash to the poor in developing countries. Jeremy Shapiro examines the effects of giving money to people in need through his work as a co-founder of GiveDirectly and as a researcher with the Busara Center for Behavioral Economics. At GiveDirectly—a nonprofit that, as its name suggests, offers cash with no strings attached—he worked on a study in Kenya; between 2011 and 2013, the researchers determined, the program improved people’s food security, allowed them to buy other crucial goods (from soap to school supplies), and was beneficial to their psychological well being. Counter to my childhood lesson, recipients didn’t spend any more than they had in the past on so-called temptation goods like alcohol and tobacco. “The takeaway is surprisingly unsurprising—when you give money to poor people good things happen,” Shapiro said. “People eat more, they invest in businesses; you see people reporting being happier and less stressed out.”
The origin of inches and centimeters from E=mc2: “The conversion factors seem arbitrary, but that’s because they link measurement systems that evolved separately. Inches, for example, began in medieval England, and were based on the size of the human thumb. Thumbs are excellent portable measuring tools, since even the poorest individuals could count on regularly carrying them along to market. Centimeters, however, were popularized centuries later, during the French Revolution, and are defined as one billionth of the distance from the equator to the North Pole, passing by Paris. It’s no wonder the two systems don’t fit together smoothly.”
If you’re a total basketball nerd you probably already listened to the Dunc’d On Mock Offseason (part 1 and part 2). If you’re not, listener beware: It is like D&D meets fantasy basketball for nearly 5 hours.
And at some point during this work, it dawned on Kasson that he was working with illicit substances. Psilocybin, in particular, is a Schedule I drug, and researchers who study it need a permit from the Drug Enforcement Administration. “I thought: Oh, crap,” he says. “Then I thought: OH CRAP. The DEA is going to come in here, tase me, and confiscate my flying saltshakers.”
The Silicon Valley model for doing things is a mix of can-do optimism, a faith that expertise in one domain can be transferred seamlessly to another and a preference for rapid, flashy, high-profile action. But what got the kids and their coach out of the cave was a different model: a slower, more methodical, more narrowly specialized approach to problems, one that has turned many risky enterprises into safe endeavors — commercial airline travel, for example, or rock climbing, both of which have extensive protocols and safety procedures that have taken years to develop.
So far this is all just NBA news you either don’t care about or already know. So why write about it? Because I can’t deal with the “this guy shouldn’t complain, he is making almost $30 million a year” conversation. Of course there were variations, but the gist is that because you’re an athlete and you (deservedly) get paid lots of money you a) shouldn’t have, or b) shouldn’t voice, regular human feelings (this is, in case you haven’t noticed, a stance also shared by our president).
Since I read Alan Jacob’s book How to Think, I’ve had his answer to this question (or a version of it at least) rattling around in my head:
But that’s because Gladwell [in his Revisionist History podcast episode asking why Wilt Chamberlain didn’t shoot underhand free throws], like many of us, seems to have unwittingly internalized the idea that when professional athletes do the thing they’re paid to do, they’re not acting according to the workaday necessity (like the rest of us) but rather are expressing with grace and energy their inmost competitive instincts, and doing so in a way that gives them delight. We need to believe that because much of our delight in watching them derives from our belief in their delight. (In much the same way we enjoy watching the flight of birds, especially big birds of prey, associating such flying with freedom even though birds actually fly from necessity: they need to eat. And yet we have no interest in watching members of our own species drive to McDonald’s.)
That’s nearly perfectly expressed. We need to believe in their delight because of our delight and we can’t stand to think we care more about winning or losing than they do. Or, as my friend Jeff at DaBearsBlog put it, “fans think it should be honor to play pro sports because they all wish they could.” The thing here is it’s still just a job. If we zoom ourselves out for a minute and replace athlete with employee and professional sports league with desk job, we start to see things more clearly. If you hold a senior role at a company there are many in the organization who feel the same way about you as you feel about athletes: That you have it easy and if they could just be in your position everything would be right in the world. Of course you don’t and it wouldn’t.
What’s more, while some of us may have found a way to practice our passion at work (I feel pretty lucky in that regard much of the time), it’s only natural to have moments where we don’t feel like doing the things required of us or can’t find the excitement we know is there somewhere. It’s a normal part of doing the same thing everyday, which is what it means to be a professional at anything. (An interesting analog is the surprising number of startup founders I’ve met who are completely clinical about the industry in which they start their companies. They don’t need to care about the space as long as it offers the right market conditions.)
Getting back to the start, there are two main things people say about professional athletes that get under my skin: They’re rich so they should get over it and they should have known when they signed a contract. Let’s take these one at a time.
They’re rich so they should get over. While it’s true they make an unbelievable amount of money, that can create a whole new set of things to deal with that many of us can’t imagine. There’s lots of documentation that suggests after a certain point money stops making you happier. What’s more, they surely will eventually get over it, but sometimes that takes some time (try to remember back to how effective it was when someone told you “you’d get over it” after what felt like a momentous breakup). DeMarcus Cousins, a superstar NBA player who has earned around $80 million in his career but was forced to take a low-money short-term contract this season after getting hurt put this perfectly recently. When asked whether he was nervous through the free agency process, Cousins answered, “Have you ever been unemployed? Were you nervous then? Alright, that answers the question.”
They should have known when then they signed a contract. Here, again, it’s easy to turn back to all of our regular job experience. Most of us in America are at-will employees, meaning we can be fired at any time for essentially any reason. Despite the fact that we all sign an at-will employment agreement, people are frequently shocked when they’re fired, whether there is good reason or not. Do we wonder why they’re so surprised? Of course not. Sure DeRozan wasn’t fired, but he can still be surprised and sad and frustrated that it happened.
Last, but not least, there’s a much bigger story here about professional sports, money, power, and race. The NBA is a very progressive league, but even there you can’t get away from fan loyalty sitting with teams instead of players. And I’m not advocating it should, that’s the fun of watching sports: You live and die with your squad (there’s a famous Seinfeld joke about rooting for laundry). However, we can enjoy the game and our teams while not questioning the humanity of the athletes who make the whole thing possible. The NBA has made huge strides in becoming a player-centric league, but fan conversations are still lagging behind.
Speaking of the the NBA, I’ve been waiting for someone to write a definitive story of how the NBA came to be a “pace-and-space” league full of threes, layups, and free throws. ESPN’s Kevin’s Arnovitz and Pelton are the men for the job: “Through much of the ’90s, a basketball possession was commandeered by a coach on the sideline who shouted the set to the point guard, who transmitted that play call to the other four players on the floor. But today’s fast-paced NBA teams have tossed away most of the playbook in favor of a series of basic principles and patterns that empower the guys on the floor to make decisions based on feel. Gentry, whose teams were ranked in the bottom half of the league in pace five times in his six seasons as a head coach before his arrival in Phoenix to join D’Antoni’s staff, is himself a convert.”
The New Yorker profile of John Feeley, ex-Ambassador to Panama, is yet another story of a smart and capable person who has left government because of a combination of incompetence and purposefully harmful policies from the Trump administration.
We identity three specific negative effects in this regard: that the pyramid is a poor representation of Maslow’s [hierarchy of needs]; that the preoccupation with the pyramid obscures the context within which the theory was created and that by focusing exclusively on the pyramid, we miss the other contributions that Maslow’s thinking can make to management studies.
Suddenly, there were video stores all over America that needed to purchase at least one copy of every major new Hollywood movie. In “Powerhouse: The Untold Story of Hollywood’s Creative Artists Agency” (Custom House), an oral history compiled by James Andrew Miller, Tom Hanks recalls the effect that this had on Hollywood in the eighties. “The industry used to be so flush with free money that it was almost impossible to do wrong even with a crappy movie, because here’s why: home video,” he says. By 1986, video sales and rentals were taking in more than four billion dollars. Income from home viewing had surpassed that of theatrical release.
A “magic eye” poster is called an autostereogram: “An autostereogram is a single-image stereogram (SIS), designed to create the visual illusion of a three-dimensional (3D) scene from a two-dimensional image. In order to perceive 3D shapes in these autostereograms, one must overcome the normally automatic coordination between accommodation (focus) and horizontal vergence (angle of one’s eyes). The illusion is one of depth perception and involves stereopsis: depth perception arising from the different perspective each eye has of a three-dimensional scene, called binocular parallax.”
My friend Tim Hwang launched the Trade Journal Cooperative, wherein you pay $60 a year to get random niche trade journals sent to you. I couldn’t be more in.
These are summed up in a motto frequently cited by one of China’s leading economists, Justin Lin, who attributes it to Premier Wen Jiabao: “When you multiply any problem by China’s population, it is a very big problem. But when you divide it by China’s population, it becomes very small.” The point is simple, though easy to miss: China’s size means that any challenge it faces—unemployment, environmental degradation, social unrest, you name it—exists on an almost unimaginably large scale. But it also means that the resources available to tackle the problem are gigantic. The difficulty lies in marshaling all those resources and deploying them effectively.
Are there certain ideas that you find yourself drawn to again and again? For example, you’ve used the threshold model of collective behavior to explain both school shootings and why basketball players don’t shoot free throws underhand. I like ideas that absolve people of blame. That’s the most consistent theme in all of my work. I don’t like blaming people’s nature or behavior for things. I like blaming systems and structures and environments for things.
Ultimately, the new study finds limited support for the idea that being able to delay gratification leads to better outcomes. Instead, it suggests that the capacity to hold out for a second marshmallow is shaped in large part by a child’s social and economic background—and, in turn, that that background, not the ability to delay gratification, is what’s behind kids’ long-term success.
Ok, that’s it for this week. Thanks for bearing with me while I tried to get this out. If there’s anything I should definitely check out that I didn’t mention, please send it my way. Otherwise please share this with your friends and, if you haven’t already, subscribe to the email. Thanks and have a great week.
It’s totally crazy that May is almost done. On the book front I finished up God Bless You, Mr. Rosewater, which was excellent, and am on to How to Think by Alan Jacobs (which I’ve got a quote from in the roundup this week). As usual, if you like what you read here you can always subscribe. Oh, and a very very happy birthday to my wife, Leila. Okay, onto the links.
There were a few really amazing pieces I read this week:
Another very strong piece from Rebecca Solnit on Lithub about Trump. Here’s a snippet: “The Trump family aspires to mafia status, a thuggocracy, but they are manipulable and bumbling where Putin and company are disciplined and Machiavellian. They hire fools and egomaniacs and compromised figures—Scaramucci, Giuliani, Bannon, Flynn, Nunberg, the wifebeating Rob Porter—and then fire them, with a soap opera’s worth of drama; the competent ones quit, as have many lawyers hired to help Trump navigate his scandals. The Trumps don’t hide things well or keep their mouths shut or manage the plunder they grab successfully, and they keep committing crimes in public.”
“In another respect, the drive to identify reasons for committing extreme violence runs opposite to the very logic of terrorism. I am using the term ‘terrorism’ in its broadest possible meaning, to denote acts of violence intended primarily to terrify. This works only when the violence is unpredictable—when it’s senseless. This is as true of state terror and political terrorism as it is of a school shooting—especially one perpetrated by the shy kid who never seemed to say a word about girls. It is so frightening precisely because most of these shy, unpopular kids who are ignored and spurned by others will never hurt a fly. Nor will most other people, including most of those who claim to want to blow up the world, whether because they are not getting enough sex or because they want to live in a caliphate.”
This episode of the podcast 80,000 Hours with computational neuroscientist Anders Sandberg is really fun (if you’re into talking about stuff like the Fermi Paradox). I particularly liked Sandberg’s “Aestivation Hypothesis”. Aestivation is the opposite of hibernation (sleeping during the summer instead of the winter) and the gist of the hypothesis is that maybe the reason we haven’t heard from the aliens is because they’re waiting for the stars to die out so it gets cold enough that they can efficiently run massively complex calculations that would otherwise take tons of power to cool:
So if you imagine the real advanced civilization that has seen a lot of galaxy expanded long distances, once you’ve seen a hundred elliptical galaxies and a hundred spiral galaxies, how many surprises are we going to be there? Now most of the interesting stuff your civilization is doing is going to be culture, science, philosophy, and all the other internal stuff. The external universe is nice scenery, but you’ve seen much of it. So this leads to this possibility that maybe advanced civilization is actually an estimate. They slow down, they freeze themselves, and wait until a much later era because we get so much more. It turns out that you can calculate how much more they can get. So the background radiation of the universe is declining exponentially.
Gambler’s Ruin is a statistical phenomenon that proves a bettor with limited funds playing against a bettor with unlimited funds (like the house), will eventually go broke, even in a perfectly fair game.
As promised, here’s an interesting snippet from the book I’m reading, How to Thinkon how we don’t actually “think for ourselves”:
“Ah, a wonderful account of what happens when a person stops believing what she’s told and learns to think for herself.” But here’s the really interesting and important thing: that’s not at all what happened. Megan Phelps-Roper didn’t start “thinking for herself”—she started thinking with different people. To think independently of other human beings is impossible, and if it were possible it would be undesirable. Thinking is necessarily, thoroughly, and wonderfully social. Everything you think is a response to what someone else has thought and said. And when people commend someone for “thinking for herself” they usually mean “ceasing to sound like people I dislike and starting to sound more like people I approve of.”
Bipartisan posturing of this kind would be absurd in a healthy democracy, even at the best of times—after all, one of the reasons we elect people is so that they can debate and disagree. If you’re not fighting with anyone, you’re not fighting for anything. But given the stated agenda of the current administration, not to mention countless other Republican-led administrations across the country, bipartisanship is perilous and counterproductive almost by definition.
That’s it for this week. Thanks for reading and have a great weekend and memorial day.
