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Be good-argument-driven, not data-driven

twitchard.github.io

11–20 of 168 posts

Re: Be good-argument-driven, not data-driven

#11

This reminds me a lot of the discussion of the scientific method by Karl Popper, and David Deutsch who was very influenced by Popper. "Being data-driven" sounds very empirical . Just look at the data, and see what you find in it. But you can't just let the data "speak for itself" without an explanation or a theory that interprets the data. Popper in Conjectures and Refutations : > Observation is always selective. It…

> Observation is always selective. It needs a chosen object, a definite task, an interest, a point of view, a problem. And its description presupposes a descriptive language ... which in its turn presupposes interests, points of view, and problems.

Thanks, I'd never heard this quote before. He's pretty much describing pragmatism à la William James. I had no idea.

Re: Be good-argument-driven, not data-driven

#12
I think the problem is that people chronically underestimate how hard good science is.

Professors get this wrong all the time, despite being some of the smartest people we have around, despite decades of experience and education, despite a career and reputation on the line, and despite a system of peer review to catch mistakes before they get published.

Designing experiments is really difficult.

Interpreting experiments is difficult and unintuitive.

Statistics is difficult. You can't just look at whether the number went up. You need to have a deep understanding of significance, power and effect size, you should probably be doing ANOVA or some such.

Re: Be good-argument-driven, not data-driven

#14
post #4

While I agree completely with the premise of this article, on the other hand I'm weighing the relatively robust findings by Meehl et al. They find, time and time again, in all sorts of fields, that extremely parsimonious models like equal-weighted linear regression of one or two predictors outperform expert judgment[1]. One would think this is cognitively dissonant enough, but it gets worse: This article, with the th…

I find it strange that these are presented in tension, when they’re complementary.

You can create situations where you have a lot of data but can’t reach conclusions, because you lack a narrative and explanatory model which “makes sense” of that data; inversely, you can convincingly argue complete nonsense that’s obviously contrary to facts.

Deep understanding requires a model/narrative which fits the collection of data we have, and which allows us to reason about and predict the outcome of new situations.

As Jeff Bezos put it:

> Good inventors and designers deeply understand their customer. They spend tremendous energy developing that intuition. They study and understand many anecdotes rather than only the averages you’ll find on surveys. They live with the design.

> I’m not against beta testing or surveys. But you, the product or service owner, must understand the customer, have a vision, and love the offering. Then, beta testing and research can help you find your blind spots. A remarkable customer experience starts with heart, intuition, curiosity, play, guts, taste. You won’t find any of it in a survey.

https://www.aboutamazon.com/news/company-news/2016-letter-to...

Re: Be good-argument-driven, not data-driven

#15

This reminds me a lot of the discussion of the scientific method by Karl Popper, and David Deutsch who was very influenced by Popper. "Being data-driven" sounds very empirical . Just look at the data, and see what you find in it. But you can't just let the data "speak for itself" without an explanation or a theory that interprets the data. Popper in Conjectures and Refutations : > Observation is always selective. It…

A single metric is just one very thin dimension from the temporal development of a complex process involving many factors. You need to watch a multitude of metrics to devise an explanative theory, and even then, that theory can be rendered flawed when new and unexpected factors come at play.

Re: Be good-argument-driven, not data-driven

#16
To the author... I'd suggest a rewrite of what you're trying to communicate because your usage of "good-argument-driven" is a textbook example of Begging The Question: https://en.wikipedia.org/wiki/Begging_the_question

For discussion's sake, let's go along with excluding data/metrics/science in pushing for arguments. In this framework, what exactly is a "good" argument based on? Gut feel? Opinion?

There was a famous quote by Jim Barksdale, the former CEO of Netscape: "If we have data, let’s look at the data. If all we have are opinions, let’s go with mine."

(So the tie-breaker in competing arguments in that case was "hierarchy-of-arguer-driven".)

So Jane and Bob disagree on the next action to take. Jane thinks her argument is a "good argument" but has no data. But Bob thinks he has a "good argument" but no data.

How does this thread's blog post help resolve the above scenario? (Blog's answer: you're driven by the one that has the good argument.) ... which is circular.

Re: Be good-argument-driven, not data-driven

#17
post #16

To the author... I'd suggest a rewrite of what you're trying to communicate because your usage of "good-argument-driven" is a textbook example of Begging The Question: https://en.wikipedia.org/wiki/Begging_the_question For discussion's sake, let's go along with excluding data/metrics/science in pushing for arguments. In this framework, what exactly is a "good" argument based on? Gut feel? Opinion? There was a famous…

[deleted]

Re: Be good-argument-driven, not data-driven

#18
To use Clayton Christensen’s theory of innovation here, to sustain innovation, businesses tend to be purely data driven. They continue to grow and make more money based on choices made with pure data.

For disruptive innovation however, there needs to be an “argument” or opinion to help drive that data based on the industry trends. Companies then take a risk of delivering something new and good enough to the market. Also known as disruptive innovation.

This has shifted the idea of being data-driven to being one of “data-inspired”.

Anyone can make the same dataset fall into their favor. That’s the problem with being purely data-driven. Another way to think of it in the US especially is that our two party system makes wildly different conclusions from the same data. What’s preventing businesses from doing the same?

Re: Be good-argument-driven, not data-driven

#19

This reminds me a lot of the discussion of the scientific method by Karl Popper, and David Deutsch who was very influenced by Popper. "Being data-driven" sounds very empirical . Just look at the data, and see what you find in it. But you can't just let the data "speak for itself" without an explanation or a theory that interprets the data. Popper in Conjectures and Refutations : > Observation is always selective. It…

I agree, pure empiricism can lead to superstition. If you only learn from experience, and do not have any theory that ensures the consistency of the model, it's easy to infer wrong causal connections.

Re: Be good-argument-driven, not data-driven

#20

This reminds me a lot of the discussion of the scientific method by Karl Popper, and David Deutsch who was very influenced by Popper. "Being data-driven" sounds very empirical . Just look at the data, and see what you find in it. But you can't just let the data "speak for itself" without an explanation or a theory that interprets the data. Popper in Conjectures and Refutations : > Observation is always selective. It…

> Observation is always selective. It needs a chosen object, a definite task, an interest, a point of view, a problem. And its description presupposes a descriptive language ... which in its turn presupposes interests, points of view, and problems. Thanks, I'd never heard this quote before. He's pretty much describing pragmatism à la William James. I had no idea.

The pragmatists went a little bit too far in my opinion, though it has been a long time since I read any of them. Popper is describing observations, not reality.

I highly recommend Conjectures if you can find a copy. It's a short read and interesting.

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