[HN Gopher] Be good-argument-driven, not data-driven
       ___________________________________________________________________
        
       Be good-argument-driven, not data-driven
        
       Author : historynops
       Score  : 397 points
       Date   : 2022-08-30 15:45 UTC (2 days ago)
        
 (HTM) web link (twitchard.github.io)
 (TXT) w3m dump (twitchard.github.io)
        
       | throwaway0asd wrote:
       | A major exception to this reasoning is performance. Argument
       | driven performance suggestions are wrong more than 80% of the
       | time and likely wrong by several orders of magnitude. You can't
       | know just how wrong you are without appropriate data.
       | 
       | This makes for a good litmus test of whether people are lying to
       | you about software or, more likely, have absolutely no idea what
       | they are doing.
        
         | NateEag wrote:
         | Performance falls into the article's category of "things you
         | can reliably measure."
         | 
         | Thus, the author would agree that in performance optimization,
         | you should collect and analyze data.
        
           | throwaway0asd wrote:
           | The problem isn't what the article author believes, but
           | rather what developers commonly (perhaps almost universally)
           | believe.
           | 
           | Most developers will fall back to intuition for any
           | performance oriented decision even when they otherwise prefer
           | data oriented decisions and even when the task at hand is
           | critical to the health of their product/business. This is
           | because performance measures require:
           | 
           | 1. Additional effort
           | 
           | 2. (most importantly) A willingness to abandon familiar
           | concepts of approach
           | 
           | Sometimes such decisions vested in intuition are truth by
           | omission, a form of lying, because the resulting self-comfort
           | is worth more than the numeric benefits.
        
       | stuckinhell wrote:
       | Be politically driven (company politics) driven.
       | 
       | Good arguments should take in account people's ambitions, and
       | political aspirations especially at big fortune 500 companies.
       | 
       | Startups can be more honest.
        
       | thenerdhead wrote:
       | 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?
        
       | ThomPete wrote:
       | David Deutsch (Father of Quantum Computation and one of the most
       | brilliant human beings alive) have a really great way of thinking
       | these kinds of discussions.
       | 
       | He calls it good explanations.
       | 
       | A good explanation is something that is hard to vary while still
       | solving the problem it purports to solve.
       | 
       | He is against most use of Bayesianism when used for predictions.
       | 
       | Great presentation here
       | 
       | https://www.youtube.com/watch?v=EVwjofV5TgU
        
       | hackerlight wrote:
       | > I originally claimed that data-driven culture leads bad
       | arguments involving data to be favored over good arguments that
       | don't
       | 
       | This is symptomatic of the deeper problem of thinking in terms of
       | bumper stickers and slogans, instead of thinking from first
       | principles. When it afflicts educated people, usually you hear
       | slogans like "an anecdote is not data", or "that's the slippery
       | slope fallacy". Instead of grappling with noisy reality, they
       | have sharp cognitive categories with firm boundaries between
       | concepts, then they try to squeeze things into these categories
       | in order to make cognition easier because the relations between
       | the categories are already understood. This gives them the
       | illusion of rigorous and clear thought.
        
       | Alex3917 wrote:
       | > Be good-argument-driven, not data-driven
       | 
       | FWIW the proper term is "data-informed."
        
       | ekianjo wrote:
       | Good argument is just another name for confirmation bias, most of
       | the time.
        
       | 1-6 wrote:
       | "Resist! Be skeptical! Have no tolerance for poor arguments made
       | with data. Keep intrinsic motivation alive." the last sentence
       | was the TL;DR
        
       | cptcobalt wrote:
       | I couldn't agree with this more. I feel like the author took some
       | of the arguments straight from my brain--I'm exhausted by
       | pseudoscientific "data-driven" arguments.
       | 
       | From my experience, most of these try to distill an incredibly
       | complex problem space down to a one-dimensional black and white
       | decision. But the real world doesn't work like that-it's full of
       | grey area, and things we can't effectively measure. If you're
       | trying to slice and dice data down to a happy one-dimensional
       | decision point, you're often missing or ignoring important
       | detail.
       | 
       | At work, I'm far more happy with postmortems with general, open
       | "good/bad" lists of after the fact feedback, that we use to
       | consider how we prioritize and design what comes next.
        
       | kqr wrote:
       | 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 thesis that good arguments are more
       | important than data, is based on, well, a good argument - not
       | much data. On the other hand, the work by Meehl et al. claiming
       | pretty much the opposite, is based on, well, a lot of data, and
       | maybe not much intuitive reasoning. (There's some, yes, but the
       | main thrust of why I believe it is that variants of the
       | experiment have been replicated reliably.)
       | 
       | I don't know what to believe. Fortunately, as I've grown older,
       | I've become more comfortable with holding completely dissonant
       | opinions in my head at the same time.
       | 
       | ----
       | 
       | Edit a few minutes later: This actually prompted me to refresh on
       | the subject. It might be the case that Meehl is actually making
       | the same argument as this article, only it gets distorted when
       | repeated. Some things are reliably measurable; for those things
       | be data-driven. Other things not so much, then use your
       | expertise.
       | 
       | ----
       | 
       | [1]: Here's just one relatively early example:
       | http://apsychoserver.psych.arizona.edu/JJBAReprints/PSYC621/...
        
         | dwaltrip wrote:
         | > Edit a few minutes later: This actually prompted me to
         | refresh on the subject. It might be the case that Meehl is
         | actually making the same argument as this article, only it gets
         | distorted when repeated. Some things are reliably measurable;
         | for those things be data-driven. Other things not so much, then
         | use your expertise.
         | 
         | Highlighting your edit at the bottom, as I think it's important
         | and not everyone will read that far.
        
         | uneoneuno wrote:
         | I feel like the author is leaning into comfort, intuitiveness.
         | You bring up a fantastic point. Often we find data reveals
         | things very unintuitive to human experience. We should always
         | try to make Good Arguments - but without data they aren't
         | always honest beyond feelings.
        
         | ricardobeat wrote:
         | Seems far-fetched to assume that this thesis applies to product
         | development just the same?
         | 
         | The impact a data-driven mindset can have on the organization
         | cannot be understated ('RIP intrinsic motivation' section).
         | I've seen it first-hand, both data being used as cop-out for
         | bad leadership, meaningless 'successes' used as trading cards
         | for promotions, and design experts having a decade of
         | experience overridden by shaky statistical analysis, or worse,
         | non-inferiority tests.
         | 
         | Meanwhile, the shortcomings in the product that everyone knows
         | are rarely addressed because they are 'difficult to test'.
        
         | zmgsabst wrote:
         | 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...
        
           | gchamonlive wrote:
           | I was about to write that in case of Bezos with Amazon, the
           | customer was simpler and the answer was to just pour money
           | into it until you substituted the market, but I realise now
           | that that is not that simple. It seems simple because we have
           | hindsight.
           | 
           | My main idea though is that it is very hard to foresee what
           | the customer will want after you deliver the product. Not
           | what the customers want now, because sometimes they don't
           | understand it until they experience it, and that makes me
           | think that there is a LOT of luck at play here and a good
           | deal of continency in prototype product design. Experience
           | alone could be overrated. Think Kodak, I don't think they
           | didn't have experience in product design, that they didn't
           | understand their customers. I think they only didn't risk
           | their luck and didn't think about what their customers would
           | want in the future. And that is always a gamble.
           | 
           | - Things are more nuanced and complex than I am putting it
           | here, but bottom line is that I am trying to tap into
           | survivors bias.
        
             | zmgsabst wrote:
             | Sure -- business is a gamble, made harder by our own
             | foibles. My main point was that even somewhere very data-
             | driven like Amazon, that data should be used within a
             | narrative as a grounding-not-guiding force.
             | 
             | (Disclaimer: I used to work on a customer sentiment
             | analysis team at Amazon, doing a lot of surveys.)
             | 
             | Amusingly, the two paragraphs after what I cited agree on
             | that danger:
             | 
             | > The outside world can push you into Day 2 if you won't or
             | can't embrace powerful trends quickly. If you fight them,
             | you're probably fighting the future. Embrace them and you
             | have a tailwind.
             | 
             | > These big trends are not that hard to spot (they get
             | talked and written about a lot), but they can be strangely
             | hard for large organizations to embrace. We're in the
             | middle of an obvious one right now: machine learning and
             | artificial intelligence.
             | 
             | I don't think the digital revolution was lost on Kodak -- I
             | think that for organizational reasons they couldn't pivot.
             | 
             | > The first actual digital still camera was developed by
             | Eastman Kodak engineer Steven Sasson in 1975. He built a
             | prototype (US patent 4,131,919) from a movie camera lens, a
             | handful of Motorola parts, 16 batteries and some newly
             | invented Fairchild CCD electronic sensors.
             | 
             | https://www.cnet.com/google-amp/news/history-of-digital-
             | came...
        
         | 3pt14159 wrote:
         | I've come to _heavily_ discount these types of studies. What
         | makes an expert? What was the sample size of experts? What was
         | the non-expert tool? Etc.
         | 
         | There is such a thing as having common sense based on
         | thoughtful life experience. Checklists and regressions help,
         | but human beings are very capable of deep expertise and to
         | pretend otherwise is silly. I expect a musician to be able to
         | identify a violin from a viola.
        
         | bumby wrote:
         | > _Some things are reliably measurable; for those things be
         | data-driven. Other things not so much, then use your
         | expertise._
         | 
         | Maybe too much of a nit-pick, but how does one build expertise
         | without data? I'll grant that it may be informally or
         | subconsciously collected but it's still data.
         | 
         | It makes me think of Malcolm Gladwell's book _Blink_. There are
         | lots of experts who can subconsciously chunk data to make
         | intuitive and reliable decisions. But they got to that point
         | often gathering lots of data in the form of experience.
        
         | klenwell wrote:
         | > 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.
         | 
         | I came across this in Thinking Fast and Slow. Kahneman was a
         | big fan of Meehl and restates the point:
         | 
         |  _The important conclusion from this research is that an
         | algorithm that is constructed on the back of an envelope is
         | often good enough to compete with an optimally weighted
         | formula, and certainly good enough to outdo expert judgment._
         | 
         | https://www.goodreads.com/quotes/9574537-the-important-concl...
         | 
         | I too agree with the premise of this article. On this topic of
         | expert judgment vs data, however, I found the counterpoint in
         | this HN comment thought-provoking enough to bookmark and refer
         | back to now and again:
         | 
         |  _I started at MS during Vista and I 've been involved
         | (sometimes tangentially) with Windows ever since. This is all
         | my opinion, but It's been very interesting seeing the decision
         | making process change over time.
         | 
         | If I had to summarize the change, I'd say that it's evolved
         | from an expertise-based system to a data based system. The
         | reason why eight people were present at every planning meeting
         | is because their expert opinion was the primary tool used in
         | decision making. In addition to poor decisions, this had two
         | very negative outcomes:
         | 
         | 1) reputation was fiercely fought for. Individuals feared that
         | if they were ever incorrect, the damage to their reputation
         | would limit their ability to impact future decisions and
         | eventually lead to career death. Whether this actually happened
         | or not is irrelevant; the fear itself caused overt caution and
         | consensus seeking.
         | 
         | 2) In the absence of data, an eloquent negotiator is often able
         | to obtain their desired outcome, no matter how sub-optimal that
         | outcome might be._
         | 
         | https://news.ycombinator.com/item?id=15174737#15176957
         | 
         | Even more provocative, it ends up being a (qualified, as I read
         | it) defense of telemetry.
        
           | int_19h wrote:
           | It seems to imply that expertise-driven design gave us Vista
           | and Win7 while the data-driven one gave us Win8, Win10, and
           | Win11. It's notable that, from this list, Win7 seems to be
           | the only one that people genuinely liked.
        
         | lo_zamoyski wrote:
         | > This article, with the thesis that good arguments are more
         | important than data, is based on, well, a good argument - not
         | much data.
         | 
         | I'm not sure what you're claiming. All intellectual
         | demonstration is a matter of rational argument. That's what
         | proofs are: arguments. Data is not self-explanatory or
         | demonstration. "Data" can only support arguments by first being
         | collected, something motivated by argument, and then
         | interpreted so that it can enter into argument as a body of
         | propositions.
         | 
         | > On the other hand, the work by Meehl et al. claiming pretty
         | much the opposite, is based on, well, a lot of data, and maybe
         | not much intuitive reasoning.
         | 
         | I don't understand. Argument is logical demonstration. The
         | strongest form is the deductive argument. If you don't have a
         | logical argument, then you haven't got a demonstration.
         | 
         | > I don't know what to believe. Fortunately, as I've grown
         | older, I've become more comfortable with holding completely
         | dissonant opinions in my head at the same time.
         | 
         | Depending on what you mean, this could be good or bad.
         | Inconsistency is not a virtue, and if there is an inconsistency
         | between two of your beliefs, then it means you've got work to
         | do (or at least you'll need to admit you don't know what the
         | truth is). This requires humility, the frank acknowledgment
         | that you're faced with an aporia that you don't know (at least
         | not yet) how to address. It also requires patience if you are
         | to tolerate your ignorance instead of jumping to some ersatz
         | explanation.
        
         | baryphonic wrote:
         | Implicit in all of this is the is-ought problem.[0] The data
         | are collected and interpreted under some procedure, often with
         | normative biases built in about how the world _ought_ to be
         | (especially when involving human subjects), but are interpreted
         | as saying what the world _is_. Thus data collection is fertile
         | ground for charlatans.
         | 
         | When the psychiatric profession or Google or whoever else use
         | experimentation to decide on what criteria they should follow,
         | with sound controls, valid statistical analysis and loads of
         | replication, they either arrive at evaluation procedures
         | without much bias or, more likely, they realize the phenomenon
         | they're trying to measure is almost all noise with no or
         | excessively weak signals.
         | 
         | A better approach would be to acknowledge as much normative
         | bias as possible up front, then conduct tests using sound
         | experimental design. But the problem with this approach is that
         | the data shows performing a bunch of well-crafted experiments
         | is expensive, and management doesn't buy in if the vast
         | majority are unlikely to reject the null. That leaves us which
         | a class of "data driven" managers who are in fact indulging
         | their biases to a sometimes extreme degree, using "the data" as
         | a shield.
         | 
         | [0]https://plato.stanford.edu/entries/hume-moral/#io
        
       | viridian wrote:
       | This entire discussion makes a good case for why the general
       | populace would benefit from being taught the basics of
       | philosophy.
       | 
       | In this case the topic of value is the often fraught relationship
       | between _empiricism_ and _rationalism_ , and the impacts each
       | have on the scientific process, research, education, and how we
       | go about understanding the world.
       | 
       | To operate with one with a complete absence of the other is to
       | expose yourself to huge, often fundamental gaps in your thinking,
       | your arguments, and your plans. This is what the author is
       | ultimately getting at from the direction of the empirical: data,
       | in the form of a large collection of discrete observations, can
       | be used to justify a sea of mutually exclusive claims that may or
       | may not be in accordance with reality, and that's to say nothing
       | about the quality of the data itself.
        
         | Razengan wrote:
         | > _This entire discussion makes a good case for why the general
         | populace would benefit from being taught the basics of
         | philosophy._
         | 
         | But our entire education pipeline is optimized for loading
         | people into the "system". Philosophy etc. has little market
         | value (unless it aligns with the system).
        
         | verisimi wrote:
         | I agree so strongly with this.
         | 
         | The point I would add is that hardly anyone uses the empirical
         | process directly. It is all 'this article claims this' or 'this
         | study says that'. It's very 'meta' with little to no personal
         | verification or testing of the claims - ie, theories based on
         | theories or models based on models, or maps based on maps.
         | 
         | Very few check the terrain itself to confirm that the map
         | applies. We trust education, experts, peer review etc. We're
         | drowning in models, especially as these are easily represented
         | on computers, but have no ability to check the models against
         | reality.
         | 
         | PS this disassociation from reality will not improve as we move
         | forward technologically. No doubt, in the metaverse we will be
         | able to create ever more elaborate models, or is it that we
         | will be ever more disassociated from our own anecdotal
         | experiences? (Where 'anecdotal' is something to apologise
         | about).
        
           | atq2119 wrote:
           | In the metaverse, the map _is_ the territory. Think about how
           | the word  "map" is used in gaming.
        
           | ClumsyPilot wrote:
           | And often we have no idea who made a particular model and
           | what are it's limitations.
        
         | platz wrote:
         | Most argumentation we do as on questions that are worth
         | debating aren't based purely on deductive reasoning, but more
         | on informal reasoning and heuristics with limited evidence.
         | 
         | Toulmin identifies the three essential parts of any argument as
         | - the claim         - the data (also called grounds or
         | evidence), which support the claim         - the warrant.
         | 
         | The warrant is the assumption on which the claim and the
         | evidence depend. Another way of saying this would be that the
         | warrant explains why the data support the claim.
         | 
         | Toulmin says that the weakest part of any argument is its
         | weakest warrant. Remember that the warrant is the link between
         | the data and the claim. If the warrant isn't valid, the
         | argument collapses.
         | 
         | Example:                   Claim: You should buy our
         | toothwhitening product.         Data or Grounds: Studies show
         | that teeth are 50% whiter after using the product for a
         | specified time.         Warrant: People want whiter teeth.
         | 
         | Notice that those commercials don't usually bother trying to
         | convince you that you want whiter teeth; instead, they assume
         | that you have accepted the value our culture places on whiter
         | teeth.
         | 
         | https://www.blinn.edu/writing-centers/pdfs/Toulmin-Argument....
        
         | [deleted]
        
         | safety1st wrote:
         | I would start by simply putting everyone through a course in
         | deductive reasoning at the earliest age possible:
         | https://en.wikipedia.org/wiki/Deductive_reasoning
         | 
         | From there you can go into the whole spectrum of critical
         | thinking approaches, and then on to what's basically the
         | liberal arts e.g. philosophy, social sciences etc. as you
         | desire. But the value you get from all of those things depends
         | heavily on the framework you have for thinking about them going
         | in.
         | 
         | Claiming random things are "fake news" would be a lot harder if
         | people could work out what is and isn't fake by themselves!
        
           | Lwepz wrote:
           | >I would start by simply putting everyone through a course in
           | deductive reasoning at the earliest age possible
           | 
           | Indeed. This would help ensure people's brains' transition
           | function is stable enough to perform faultless computation.
           | We forget that our brains aren't wired for exact computation.
           | They're wired to perform approximations of computation that
           | are good enough for survival.
           | 
           | As a result, you end up with myriads students who go through
           | the school system via memorization and emergent fuzzy
           | computation.
           | 
           | They reach an adult age without possessing the cognitive
           | tool-set to grasp the subtleties and nuances of the world
           | they live in. The fact that such people are also preyed on by
           | charlatans, ad companies and politicians(intersection of
           | charlatans and ad companies) obviously doesn't help.
        
           | culturestate wrote:
           | _> I would start by simply putting everyone through a course
           | in deductive reasoning at the earliest age possible_
           | 
           | I was taught the explicit premise of deductive vs. inductive
           | reasoning as part of our unit on the scientific method in, I
           | think, fourth or fifth grade. I always assumed this was a
           | standard curriculum module.
        
         | mannykannot wrote:
         | While this is indeed an issue that falls within the domain of
         | philosophy, philosophy is also home to fields in which the
         | absence of empirical evidence is regarded as an irrelevance, or
         | at best a mere detail that can be deferred to an indefinite
         | future. Take, for example, the resurgence of enthusiasm for
         | panpsychism, and the enduring appeal of armchair metaphysics.
         | 
         | I am doubtful that academic philosophy has much enthusiasm for
         | pursuing and inculcating the practical aspects of reason (any
         | more than does theoretical physics or mathematics), though
         | there are exceptions.
        
           | ifsothen wrote:
           | Exploring ideas like panpsychism doesn't mean you're
           | committing to them being true. We can't know everything, and
           | we can't always link new ideas deductively to things we are
           | certain about, but we can notice the inadequacy of current
           | explanations, say "suppose this explanation is true" and
           | proceed from there. Every good philosopher knows that they're
           | doing that. And the fact that people _defend_ their position
           | and _attack_ opposing views is just part of the adversarial
           | process for testing ideas. Yeah, of course ego and pride and
           | hubris happen to many philosophers, and the academic
           | profession is frankly in a bad state, but that doesn 't mean
           | the fundamental approach is bad.
        
             | mannykannot wrote:
             | That is a fair point in general, but in the specific case
             | of panpsychism, at least one of its most active proponents
             | (Goff) combines an insistance that it is the most plausible
             | explanation of the mind with an apparent lack of interest
             | in saying anything empirically verifiable about what it
             | actually means.
             | 
             | Whether in physics or metaphysics, one can only go so far
             | without facts. Even the mundane world of that which
             | actually is has repeatedly turned out to be stranger than
             | was imagined possible.
        
         | dalbasal wrote:
         | Idk how if studying philosophy helps. Most philosophers
         | were/are themselves committed to one school or theory, with
         | gaps galore.
         | 
         | In any case, I think empirical science's defeat of rationalism
         | ( eg Galileo Vs Church) has all sorry of ramifications. Social
         | sciences like economics and psychology have a lot of trouble
         | bridging the gaps.
        
           | polio wrote:
           | Epistemology is a subfield of philosophy. Seems like a
           | healthy understanding of that would be good for society right
           | now.
           | 
           | > Most philosophers were/are themselves committed to one
           | school or theory, with gaps galore.
           | 
           | Most scientists specialize one thing, but students of science
           | don't. One can learn about many schools of philosophy, as
           | well.
        
         | eufyvodsk wrote:
         | The problem with this is that philosophy isn't a magical
         | panacea that illuminates the way towards a more ideal state. It
         | can be used to justify a sea of mutually exclusive claims that
         | may not be in accordance with reality, and that's to say
         | nothing about the quality of the arguments themselves.
        
       | DoreenMichele wrote:
       | See also the book _How to lie with statistics_ and similar (I
       | think a follow up book was called _How to lie with charts and
       | graphs_ ).
        
       | RandomLensman wrote:
       | I often experience the inverse: people come up with hypotheses
       | and theories that should see expressions in observable data - but
       | no-one bothers to look and instead everyone argues around logical
       | constructs etc.
        
       | ltbarcly3 wrote:
       | Being argument driven gives control to the organization's
       | 'lawyers'. People can be very persuasive _independent_ of the
       | reality of the situation.
        
       | jason-phillips wrote:
       | This reminds me of the Principal Chalmers meme. In this case,
       | first pondering whether he is wrong, only to conclude that it's
       | the data that's wrong.
       | 
       | I know that's not what the article says per se, but it's only one
       | slightly abstracted reinterpretation removed, as OP's title
       | demonstrates.
        
         | zmgsabst wrote:
         | Minor nit:
         | 
         | Principal Skinner; Chalmers was the superintendent.
         | 
         | https://www.knowyourmeme.com/memes/am-i-so-out-of-touch
        
           | xdavidliu wrote:
           | good point. Still; I would've presumed Chalmers was
           | superintendent at some point in his career. Additionally,
           | Chalmers has on occasion [1] been referred to as "Super
           | Nintendo Chalmers".
           | 
           | [1] https://www.youtube.com/watch?v=av4lbel9aIo
        
       | moralestapia wrote:
       | Sure, but the thing with "good arguments" is that when two
       | hypotheses oppose each other, it is the case that supporters on
       | each side are sure they are behind the "good argument" so ...
       | 
       | Data doesn't lie; it could be nuanced, yes, but if its truthful
       | then you cannot really argue against that.
        
       | N1H1L wrote:
       | Be data-driven, and question the provenance of your data all the
       | time. Otherwise you will end up like economics, a field with
       | prettier models and more mathematics than almost every
       | engineering field, and yet gets every major prediction wrong.
        
       | colo_innerself wrote:
       | A whole book was written on this very topic: "The Tyranny of
       | Metrics" by Jerry Z. Muller
       | https://press.princeton.edu/books/hardcover/9780691174952/th...
        
       | contravariant wrote:
       | The hidden assumption here is that things go well if and only if
       | (you think) you understand all the factors that influence your
       | metrics, can do experiments and are prepared to use fancy
       | statistics.
       | 
       | Which I reckon is a bit iffy. Special relativity was thought out
       | well before any experiments to test it were feasible, and if
       | understanding everything that influences your metric is a
       | prerequisite then you can blame all failures on insufficient
       | understanding without having any way of knowing when you have
       | _enough_ understanding.
        
       | quanto wrote:
       | > A weak argument founded on poorly-interpreted data is not
       | better than a well-reasoned argument founded on observation and
       | theory.
       | 
       | So a good argument is founded on...good data and good
       | understanding of data?
       | 
       | The article more seriously makes the mistake of begging the
       | question: it presupposes the known classier of good and bad
       | arguments and then goes on to say bad arguments with data is
       | worse than good arguments. But how do you know good arguments
       | from bad arguments in the first place? What makes a good argument
       | if not empirical data?
        
         | tdehnel wrote:
         | Good arguments (explanations) are hard to vary.
         | 
         | More here:
         | https://www.lesswrong.com/posts/jcTsbaQ8hNc7qxwaQ/explanatio...
        
         | gwd wrote:
         | > It presupposes the known classier of good and bad arguments
         | and then goes on to say bad arguments with data is worse than
         | good arguments.
         | 
         | It does indeed assume that there's a way to learn bad arguments
         | from good; and so the focus should be on learning what are good
         | argument and what are bad.
         | 
         | > ...What makes a good argument if not empirical data?
         | 
         | Consider the following conversation:
         | 
         | A: We've done some numbers, and we've determined that there's a
         | correlation between the number of firemen at a fire and the
         | total damage done by the fire; with the fires handled by a
         | single crew of three firemen doing the least damage. So we
         | should limit all fire responses to a single crew to minimize
         | damage.
         | 
         | B: That doesn't make any sense -- of course we send more
         | firemen to bigger fires, and bigger fires cause more
         | destruction! If we take your advice, those big fires will cause
         | _even more_ damage!
         | 
         | A: Hey, _my_ argument is backed by empirical data; yours is
         | just theoretical!
         | 
         | Like, sure, it might be _even better_ if B had empirical data
         | to back him up; but even without that data, B should be winning
         | the argument here. And the argument of the article is that many
         | people espousing  "data-driven" approaches end up being like A:
         | Not scrutinizing the logic that they're using to analyze the
         | data, and not acknowledging the limitations of what the data
         | collected can say.
        
       | taeric wrote:
       | I don't know. There are a ton of great arguments that will lead
       | to dead ends and stalled projects. :(
        
       | marginalia_nu wrote:
       | 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.
        
       | stevejohnson wrote:
        
       | yarosh wrote:
       | 1. If there are no good arguments in the collective - there's no
       | retrospective and it's primarily a management and psychological
       | issue. No one is able to fully self-reflect and it breaks the
       | existing delegation / escalation chains, respectively.
       | 
       | 2. If there are no viable data sources, when it can be proven
       | that there's a correlation with an actual business processes, -
       | it's a management problem. People Can't establish viable metrics,
       | once again, mostly due to 1.
       | 
       | This is something any company of any size and any budget can
       | struggle with due to lack of XP and the usual collective XP-
       | accumulation / knowledge sharing deficiency. You can't self-
       | reflect onto something you haven't learned about, yet. And due to
       | 1 this is a closed loop because lack of XP can't be escalated
       | accordingly, most of the time it's also a Workplace Deviance
       | factor.
       | 
       | 3. Practically, it ends up in a bouquet of Workplace Deviance
       | because no one in the end will be willing to take the blame and
       | actual responsibility to fix anything.
       | 
       | Any Problem vs Solution type of culture will worsen things a lot
       | i.e. "All the blame and no Compassion". Companies are usually
       | forced to adopt some Teal stuff in the end, maybe for really no
       | other good reason, but just to keep on growing.
       | 
       | The idea of hiring HR that can "work by the booK" and actually
       | build up a personal profile of how anyone could fit into all this
       | mess is impossible by definition - due to Employee Silence and
       | broken retro no one will be willing to expose all the shit that
       | is happening, in the first place... So, most of the time I see
       | Kitchen Sink companies with volatile outcomes where there really
       | no one who could even be able to listen to any arguments, in the
       | first place.
       | 
       | Google's internal ML-driven productivity metrics became a meme
       | already for all the reasons described above. You can't reason
       | with Toxic and Inadequate people.
       | 
       | Also Asana claim that Social Loafing is a myth and everything
       | else is a retro deficiency really wrong - retro can prevent and
       | display certain glorious occasions, but it's not a root cause of
       | any psychological effect by definition.
        
       | ifsothen wrote:
       | Yes, data is useless without a qualitative explanation. There are
       | simply too many possible confounding factors that you cannot
       | eliminate without understanding what they may be.
        
       | apienx wrote:
       | Being data-driven for the sake is being data-driven is indeed
       | becoming an issue. The resources spent measuring and analysing
       | data are overwhelmingly larger than they should in most cases.
       | Cohorts of "data scientists" and "managers" dive head on into
       | data without much (if any!) first-principles thinking. People
       | tend to replicate metrics without much thought into their
       | relevance to the specific situation. Thinking properly is a very
       | hard skill to acquire (the hardest?), and most do everything they
       | can to avoid it.
       | 
       | "What you measure affects what you do. If you don't measure the
       | right thing, you don't do the right thing." -- Joseph Stiglitz
        
       | [deleted]
        
       | romankolpak wrote:
       | I have experienced this first hand, so this article resonates a
       | lot with me.
       | 
       | I worked with a manager who prioritized work which was easily
       | measurable, so he could report the good numbers to leadership and
       | get career points out of this. Unfortunately the project we took
       | on was a demanding and technically challenging problem, and in
       | almost a year of work of a team of engineers we made barely any
       | real progress or made any actual difference, but the numbers were
       | great and people were satisfied during presentations. I ended up
       | feeling completely disconnected from my job and losing all
       | motivation to work there.
        
       | shubb wrote:
       | The related problem that I see actually more often is the "you
       | don't have big data" problem.
       | 
       | You know, in data science, you see people spending hours writing
       | pandas scripts that replicate a few clicks in excel for a one of
       | analysis. You see datasets of a few gigabytes being processed
       | with spark when SQL would be fine. You see ML techniques being
       | thrown at questions that could be answered simply and reliably
       | with basic statistical tests.
       | 
       | Especially in the B2C space a lot of companies, departments,
       | products don't actually have a lot of customers and certainly not
       | many decision makers. The N number is always going to be low. You
       | can just talk to people. Let's say you are doing pretty well and
       | running a SaS with 1000 corporate customers paying a million each
       | - that's a billion dollar revenue - you can just talk to them.
       | Certainly you can just talk to every single person who signs the
       | cheque and those are the only people that matter.
       | 
       | And which is easier - putting together a thorough suite of A/B
       | tests or getting some real customers to use your app on video and
       | talking to them about what they are finding annoying, useful,
       | missing? I see less people do that than you'd think.
        
         | ekianjo wrote:
         | Talking to people is not going to help you either. You end up
         | getting a lot of noise and making sense of what you hear is
         | difficult. When you keep probing you will get to hear stuff
         | thats not really critical and just often made up because you
         | ask too many questions. Classical trap of market research.
        
           | indigochill wrote:
           | > You end up getting a lot of noise and making sense of what
           | you hear is difficult. When you keep probing you will get to
           | hear stuff thats not really critical and just often made up
           | because you ask too many questions.
           | 
           | Yeah, but this just means qualitative data is challenging,
           | not that it's useless. You have to be careful when asking
           | questions that you're asking useful questions and not leading
           | people into telling you what they think you want to hear (or
           | going off on useless rabbit trails like what they think the
           | product should be instead of what the problem they want the
           | product to solve is).
        
           | tlarkworthy wrote:
           | ycombinator startup school disagrees and says it's one of the
           | two CRITICAL things founders must have a hand in.
           | 
           | Of course you need to interpret it but its incredibly
           | important and I do not think you really know what you are
           | talking about.
           | 
           | https://www.ycombinator.com/library/6g-how-to-talk-to-users
           | 
           | Almost all the major fails I have seen in my career have been
           | some derivative of not understanding your users.
        
             | sopooneo wrote:
             | At the very least, I feel talking to users will give you
             | decent hypothesis to test.
             | 
             | The creation of hypothesis is often glossed over as a
             | trivial first step in scientific or data-driven decision
             | making, but in fact, that's where the magic lives.
        
             | btilly wrote:
             | That depends on how big the differences you're looking for
             | are.
             | 
             | When you've got an early product, there are probably things
             | you can do that 2x as many people will like as dislike.
             | Even a small set of customers will be good for discovering
             | this. When you've got a mature product, you should be
             | optimizing around the edges and need a large sample size to
             | find those 1% wins.
             | 
             | Likewise if you don't have scale, there are a lot of well-
             | known best practices that probably improve your site by
             | 5-10%. You probably don't have sufficient volume to
             | discover test those ideas, so following general best
             | practices is a good idea. But if you have scale, you can
             | and should A/B test the heck out of everything. And then do
             | it again in a couple of years in case the answer changes.
        
           | Cthulhu_ wrote:
           | This is true; what customers SAY they want doesn't
           | necessarily corellate with what they will actually use or pay
           | for.
           | 
           | I mean I worked on an app where in one part, the end user
           | could upload CSV files to be used. What they SAID they wanted
           | was basically a full data management system and RESTful API
           | to enforce constraints, data validation, record retrieval and
           | updating, etc. What they probably wanted was an excel sheet.
           | I dislike how my employer was like "yeah sure if you pay for
           | it" to them.
        
             | dspillett wrote:
             | _> what customers SAY they want doesn 't necessarily
             | corellate with what they will actually use_
             | 
             | A key cause of this in many cases is that the stake-holders
             | you talk to do not work closely with the end users of the
             | system. Talking to the right people can help a lot, though
             | unfortunately as a 3rd party this is not usually anywhere
             | near your realm of control.
             | 
             | The other issue is them knowing what they have and wish to
             | store, but not knowing what outputs are going to be needed
             | down the line. That is harder to fix, but having some good
             | industry knowledge within your company can be a great help
             | on such matters - you can then sometimes preempt client
             | needs if the people holding that knowledge are keeping an
             | active eye on changes (for instance new/planned regulations
             | that might be coming into force in X weeks/months/years).
        
           | jzb wrote:
           | You have to do both. You can't just look at data & you can't
           | just talk to users / customers without looking back at data.
        
           | bogdanoff_2 wrote:
           | Talking to customers might uncover some things you haven't
           | even thought about.
        
           | czbond wrote:
           | While I agree with your suggested outcome for some or many, a
           | product designer or manager who is skilled at asking
           | questions, going deeper, removing distractions, asking why
           | continuously, and empathizing while not seeming judgey can
           | garner really good insights.
           | 
           | I am guessing it's like you see of a psychologist with a
           | patient on TV..... the customer must feel comfortable enough
           | to open up, then flood gates can open.
        
           | peteradio wrote:
           | You both make good arguments, there must be a middle here. I
           | doubt you can uncover what your customer wants very well
           | without just talking to them, but maybe they wind up
           | misleading you sometimes. A/B testing to discover a customer
           | wants a whole different paradigm isn't possible.
        
           | spaniard89277 wrote:
           | Go talk with your customer service. Oops, so much rotation
           | nobody cares, everyone is cheating KPIs.
        
         | k__ wrote:
         | Would you say the big data threshold moves every year?
         | 
         | That would explain why people think a <1TB is big data.
        
           | didgetmaster wrote:
           | What used to be 'big data' is now just 'normal data'.
           | 
           | https://didgets.substack.com/p/big-data
        
           | ramesh31 wrote:
           | >Would you say the big data threshold moves every year?
           | 
           | It moves with Moore's law. Big data is anything that cannot
           | reasonably fit into memory for a single server, so yes that
           | number is well over 1TB now.
        
             | orangepurple wrote:
             | I know this isn't the correct definition but I think of
             | "big data" as the set of data which takes me more than 15
             | minutes to query on average with a moderately complex
             | Postgres SQL join on well indexed information. I use JSONB
             | in Postgres regularly and have indices on that too. So far
             | I have gotten really far with increasing Postgres work_mem
             | to a gig or more, a fast SSD, and strategically placed
             | materialized views. These kinds of operations in Pandas
             | make my computer billow smoke by comparison.
        
         | dxbydt wrote:
         | frankly, there's only a tiny handful of these mythical saas
         | "1000 users each paying 1 mullion dollars" companies. the vast,
         | vast majority of saas startups are serving millions of "users"
         | - i put that in quotes because these aren't real users or
         | customers. they are real people checking out your product - but
         | they aren't users or customers.
         | 
         | if you set up a gas station near the off ramp of some major
         | interstate, say I-65 North, you will see cars pulling in to
         | fill up on gas. maybe buying a coffee. now, these aren't your
         | customers in the traditional sense of a Target or Walmart
         | customer. Because you will never see them again. They were
         | driving from town A to town B via the interstate- they started
         | running out of gas and needed to refuel, so they are in your
         | gas station now. Once they gas up, off they go. They aren't
         | going to come back to you and establish a customer relationship
         | or something. We've all been to tons of gas stations on the
         | interstate and we'll probably never go back to the same one
         | twice - unless we are plying the same route everyday like a
         | truck driver. So the task is to find and convert these truck
         | drivers, who are the true repeat customers.
         | 
         | I was working on an android app which had like millions of
         | unique cookies. When they hired me they said we have million of
         | users. No you don't. If you put out an android app in some
         | popular domain, say news, entertainment, tax accounting etc-
         | people will download and "use" your app. they are checking it
         | out. they aren't users, in the sense they aren't using it
         | everyday or want to have a relationship with you, pay
         | subscription etc. conversion stats are minuscule, like 0.01%.
         | So maybe 1 out of 10000 users is the truck driver. The vast
         | majority will never ever use your app again. To do data science
         | with these millions of rows of user interactions and find some
         | nuggets just because you know your way around pandas or sklearn
         | is a fool's pursuit. To ask foolish questions of your data,
         | like why are all these people churning, is silly - they aren't
         | your users, they haven't converted, they are just checking it
         | out. In that sense, its a waste of time and resources to do so
         | much data crunching. Look at actual conversions, which are
         | probably a few thousand people, not millions. Reach out to
         | those thousands and maybe a few tens will give feedback and
         | then continue to iterate on the product based on that.
        
           | thiele wrote:
           | This is a really good analogy (gas station customers) that I
           | haven't heard before. I've often tried to describe this 'low
           | intent' group but never had a good way to make it relatable.
        
           | derefr wrote:
           | Even more problematically, if you have a free service that
           | could attract any kind of automation (e.g. an API SaaS with a
           | free trial) then you're also going to get a lot of "users"
           | who seem to be the "truck drivers" given a black-box usage
           | profile, but who will _also_ never actually convert. They use
           | some free part of your service a lot, but they 're not and
           | never will be interested in any paid part of your service.
           | 
           | Maybe a close analogy would be: truck drivers who stop at
           | your rest stop every time they come by... just to use the
           | washroom. But who never go into the store itself.
        
           | coldtea wrote:
           | > _the vast, vast majority of saas startups are serving
           | millions of "users"_
           | 
           | There are tons of B2B saas, including regional ones, that
           | only serve a small number of customers way under millions.
        
         | gampleman wrote:
         | I say this about every other day at work (we even have only
         | internal users so it's part of their job to talk to us). So far
         | impact: zero....
        
         | stevofolife wrote:
         | Why not both...
        
           | shubb wrote:
           | Maybe what I wrote comes off a bit one sided - I'm really
           | urging people to do what actually makes sense in their
           | specific context - which can be both!
        
         | packetlost wrote:
         | > You know, in data science, you see people spending hours
         | writing pandas scripts that replicate a few clicks in excel for
         | a one of analysis
         | 
         | I mean, having an Excel doc at all usually implies hour(s) of
         | work formatting the data in structured manner. Sometimes
         | collective _decades_ of work depending on how much heavy
         | lifting your 15GB .xlsx is doing.
        
           | selykg wrote:
           | This is why I've adopted R and Python for the data work I do.
           | I have a bunch of exported data (CSV files) that I use.
           | Manipulating the structure and format is 90% of the work. I
           | wrote the scripts once, now I can reuse that for everything
           | instead of playing games getting those CSV files (dates in
           | particular) to play nicely.
           | 
           | Even a one off analysis is actually FASTER in Pandas because
           | I've done the work of farting around with the formatting. Now
           | I can just write the necessary analysis code, rather than
           | deal with the formatting.
           | 
           | That said, my data analytics work is seriously small potatoes
           | compared to many. But I can write a quick pivot table using
           | Dplyr faster than I can do it in Excel.
        
           | majormajor wrote:
           | Often that work exists regardless of if a table of processed
           | data that engineering formatted and schema-fied is dumped out
           | to Excel or queried over SQL into Pandas...
           | 
           | I've seen this myself: the person who "naively" downloads
           | that table and plays around in excel finds interesting things
           | that the person who was using Pandas hadn't, because the code
           | to manipulate columns and do certain types of calcs is
           | actually more time consuming to write and modify than making
           | a bunch of new columns in Excel with a bunch of formulas!
           | 
           | A _good_ data scientist will have a more rigorous approach to
           | their notebooks and practice reuse and so on... but that 's
           | not necesssarily easy.
        
             | didgetmaster wrote:
             | > the person who "naively" downloads that table and plays
             | around in excel finds interesting things that the person
             | who was using Pandas hadn't,...
             | 
             | I think they call that serendipity. Never underestimate its
             | power.
             | 
             | https://didgets.substack.com/p/data-science-and-serendipity
        
         | bell-cot wrote:
         | Unfortunately, your reality-driven approach has ~zero emotional
         | appeal for most managers, exec's, and alpha-data-scientist
         | wanna-be's.
        
           | robertlagrant wrote:
           | Data has CYA appeal.
        
             | bell-cot wrote:
             | _Needing_ to CYA also has pretty low emotional appeal for
             | managers, exec 's, and alpha-data-scientist wanna-be's.
             | (Until it's just about too late, obviously.)
             | 
             | And recall Mark Twain's old quip about lies & statistics.
             | The more & bigger data that the folks who control the data
             | & analysis have, the easier it is to make sure that those
             | meet their own emotional & political needs.
        
               | kylereeve wrote:
               | Wasn't that Will Rogers?
        
               | blooalien wrote:
               | https://en.wikipedia.org/wiki/Lies,_damned_lies,_and_stat
               | ist...
               | 
               | I wonder if that's the quote they mean?
        
               | bell-cot wrote:
               | Yep.
        
           | germinalphrase wrote:
           | Why? Inadequately "technical"?
        
             | strikelaserclaw wrote:
             | Our field is filled with people who want to use the most
             | technical approach possible to solve a non issue, their
             | paychecks probably depend on it.
        
             | jkingsbery wrote:
             | I think there are lots of reasons why.
             | 
             | One possible reason: no one whose job it is to write Python
             | scripts was ever promoted for making an Excel spreadsheet
             | when that is the simpler and more practical approach. And
             | no manager of people who write Python scripts is going to
             | be able to use that Excel spreadsheet to sell "I need more
             | responsibility and head count." People tend to follow
             | incentives, rather than focusing on making wise decisions.
        
               | butUhmErm wrote:
               | Excel has a history of forced format updates, breaking
               | incompatibility. I know people who banned it because they
               | got tired of marching to MSs upgrade beat.
               | 
               | Python 2 to 3 upgrade aside, can't really say the same
               | about the language.
               | 
               | There are a number of good arguments out there that might
               | violate an engineers perception, which one might call a
               | cognitive data model built through training and
               | experience.
               | 
               | There is no theory that makes any given engineering path
               | "wiser" than others. Just engineers chasing incentives to
               | be engineers.
        
               | oivey wrote:
               | Libraries introduce breaking changes, too. I've been bit
               | by silent default changes in Pandas, for example. To me
               | that's kind of striking because I also wouldn't consider
               | myself a major user of the library.
        
               | TimTheTinker wrote:
               | > People tend to follow incentives, rather than focusing
               | on making wise decisions.
               | 
               | This is the key issue. Solving it isn't easy -- it
               | requires people who are wise, and wisdom is a scarce
               | commodity.
        
               | wtetzner wrote:
               | Even wise people likely follow the incentives. What is
               | wise about doing something that your employer doesn't
               | reward in exchange for doing something that they will
               | reward?
        
               | TimTheTinker wrote:
               | It's wise to do what's morally right, regardless of the
               | consequences.
        
             | marcosdumay wrote:
             | - "You just talked to them and concluded this? What
             | certainty you can have on this conclusion, and how can we
             | trust you just didn't want it to be true from the start?"
             | 
             | A few slides showing the data, a boring 10 minutes about
             | methodology, and finally the conclusion brings an air of
             | reliability that you can't replicate for knowledge instead
             | of data.
        
       | quickthrower2 wrote:
       | "According to the data on business failures, you should have
       | never started this business"
        
       | tgtweak wrote:
       | I've seen a lot of good arguments put to rest with a good test.
       | 
       | The key is collecting and looking at the data correctly.
       | 
       | Data without a keen understanding of why you need it and what
       | you're looking to solve with it is not much use.
        
       | nordsieck wrote:
       | One of the big reasons why data driven approaches are so
       | seductive is, it's very difficult in the moment to distinguish
       | between a good argument and a well crafted rationalization.
        
         | gwd wrote:
         | The issue is that it doesn't fundamentally solve the problem.
         | It's true that a good argument _logically supported by data_ is
         | better than a good argument that hasn 't been checked against
         | data. But the existence of data in the argument doesn't help
         | you determine whether it's a good argument logically supported
         | by data, or a well-crafted rationalization speciously supported
         | by data.
        
       | allsunny wrote:
       | I won't belabor the point because others have already made it:
       | this article assumes there is some way to sort through good and
       | bad arguments in the absence of data - a pretty big leap. The
       | reality is all of our arguments are appealing to some sort of
       | data (eg previous experience), it's just that it doesn't always
       | fit in a neat definition of data.
       | 
       | Obligatory: https://en.m.wikipedia.org/wiki/All_models_are_wrong
        
         | HPsquared wrote:
         | There's lies, damn lies, and statistics. Models are further
         | along, beyond statistics.
        
           | allsunny wrote:
           | Models are just applied statistics?
        
         | ajkjk wrote:
         | "Previous experience" is not what is meant by 'data' in this
         | industry. If company's decision-making was including both data
         | and experience/wisdom/intuition, it wouldn't be so
         | frustratingly wrong all the time.
        
           | allsunny wrote:
           | I agree that's not what is meant by 'data' in the industry
           | and I'm challenging that a little bit. However, even if we
           | use the industry definition, what you're saying is hyperbole.
           | Every company uses both data and experience to varying
           | degrees. People get hung up when they think the balance isn't
           | appropriate - not surprisingly, that happens when one or the
           | other doesn't support their opinion. I'd rather be in a
           | position of defending my opinion with data. It's already been
           | quoted but... "If we have data, let's look at data. If all we
           | have are opinions, let's go with mine."
        
       | UIUC_06 wrote:
       | Good article. When your only tool is a hammer, every problem
       | looks like a thumb.
       | 
       | While we're at it: I've actually been in scrums where the
       | "burndown rate" was analyzed as if it was actually A Thing. It is
       | not A Thing.
        
       | tanvach wrote:
       | I'll probably be buried in all these comments, but my position is
       | that data is only as good as how it is collected. Sloppy data
       | collection gives rise to sloppy conclusion through unknown
       | biases.
       | 
       | The key is to understand the 'data generation process' so you can
       | identify biases. My experience suggests that doing so side-step
       | some common pitfalls.
       | 
       | I recommend reach out for 'The Book Of Why' by Judea Pearl. He
       | includes many real life examples that's surprisingly applicable
       | to modern data science.
        
       | oxfordmale wrote:
       | This is not what the data shows
       | 
       | https://www.google.com/search?q=data+driven+companies+more+p...
       | 
       | Any good-argument-driven based argument you attempt to make is
       | almost always based on political motivating factors, rather on
       | what is good for the business.
       | 
       | Intuition driven decisions work when the market is behaving
       | normally, however, are generally too slow in a fast changing
       | market like we have been since the start of COVID.
        
         | tdehnel wrote:
         | > Any good-argument-driven based argument you attempt to make
         | is almost always based on political motivating factors
         | 
         | If this is true in the case of a specific theory, then that is
         | not a good theory.
        
           | oxfordmale wrote:
           | I was mostly referring to business decisions. For that type
           | of decisions there are always political factors at play
           | (building empires, career growth, dislike for another
           | person/team) that do not necessarily align with business
           | success. Lehman Brothers is one of those examples.
        
       | crabmusket wrote:
       | 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 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.
       | 
       | Deutsch, in _The Beginning of Infinity_ , emphasizes the
       | importance of conjecture, and the role of observation as refuting
       | or criticising those conjectures:
       | 
       | > Where does [knowledge] come from? Empiricism said that we
       | derive it from sensory experience. This is false. The real source
       | of our theories is conjecture, and the real source of our
       | knowledge is conjecture alternating with criticism. We create
       | theories by rearranging, combining, altering and adding to
       | existing ideas with the intention of improving upon them. The
       | role of experiment and observation is to choose between existing
       | theories, not to be the source of new ones. We interpret
       | experiences through explanatory theories, but true explanations
       | are not obvious.
       | 
       | To bring this back to the subject of the article, I might suggest
       | that it's possible to be "data driven" without a sound
       | explanation or theory that the data is either interpreted
       | through, or used to criticise. Or maybe such theories do exist,
       | but are left implicit.
        
         | ThomPete wrote:
         | I was about to post that.
         | 
         | Here is a good talk https://www.youtube.com/watch?v=EVwjofV5TgU
        
         | js8 wrote:
         | 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.
        
         | JackFr wrote:
         | > But you can't just let the data "speak for itself" without an
         | explanation or a theory that interprets the data.
         | 
         | If you look at the heart attack data, and you ignore smoking
         | you end up inventing the mythical Type A personality -- but it
         | was data driven.
         | 
         | https://en.m.wikipedia.org/wiki/Type_A_and_Type_B_personalit...
        
         | guerrilla wrote:
         | > 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 a la William James. I had no idea.
        
           | crabmusket wrote:
           | 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.
        
             | [deleted]
        
             | guerrilla wrote:
             | What do you mean that they went too far? James and Peirce
             | were not describing "reality" (in this discussion anyway.
             | [1][2]) but rather were instrumentalists and thus saw every
             | theory as having a purpose. That's the whole point of the
             | squirrel argument. It not just "depends on what you mean"
             | (as per analytic and some medieval philosophy) but also
             | depends on what you're trying to do (which in turn depends
             | on what you want/like.) In any case, the similarity I was
             | pointing out is just that theories have purposes and
             | ignoring this is a blatant blunder.
             | 
             | 1. James even endorsed religion and other make-believe if
             | it was useful to your purposes.
             | 
             | 2. Peirce: "Consider the practical effects of the objects
             | of your conception. Then, your conception of those effects
             | is the whole of your conception of the object."
        
         | mikkergp wrote:
         | Doesn't the scientific method specifically say you can't start
         | with the data, you have to start with a hypothesis otherwise
         | you are subject to all sorts of selection/hindsight biases. I
         | mean you can start with data, but then you have to develop a
         | hypothesis and use that to create an experiment that generates
         | new data in order to reach a conclusion. It seems like that is
         | the compromise the author is looking for, start with a good
         | idea, then see if you can verify it with data.
        
           | BeFlatXIII wrote:
           | The scientific method as taught in K-12 schools is largely
           | pablum. Often, the real process (beyond iterating off prior
           | research) begins with collecting data, then noticing patterns
           | to make a hypothesis to be tested with targeted data
           | collection.
        
             | musingsole wrote:
             | A lot of this perspective depends on what point in time you
             | choose as the start of the process. You can start with the
             | hypothesis, or you can start with what gave rise to the
             | hypothesis: exploration.
             | 
             | But, it's a layman's mistake to confuse the two and use it
             | as a critique of the formalized scientific method.
             | 
             | Science bodies (like the NIH) explicitly forbid reuse or
             | reinterpretation of data. An individual may use exploration
             | as inspiration for a hypothesis...but for it grow into
             | science out of curiosity requires new data generation from
             | a carefully considered framework for the hypothesis.
        
               | jpeloquin wrote:
               | > Science bodies (like the NIH) explicitly forbid reuse
               | or reinterpretation of data.
               | 
               | I think your main point is that collecting new data is
               | necessary to test existing ideas. But reuse and
               | reinterpretation of data is routine, e.g., in meta-
               | analyses. It's not forbidden. You do have to disclose
               | where the data came from.
        
         | bluetomcat wrote:
         | 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.
        
           | tdehnel wrote:
           | I think the point is the theory doesn't come from the data
           | (it can't). It comes from the process of creative conjecture
           | in a person's mind.
        
         | tshaddox wrote:
         | The fact that empiricism is false was a revelation to me as a
         | young adult, after reading so much about the triumphs of
         | science and reason and getting very excited (mistakenly) that
         | you can get away without bothering with pesky things like
         | epistemology. Of course, Quine and others pointed out that
         | empirical observations are useless without explanations both of
         | the phenomenon being measured _and_ the measurement device
         | itself (including, for example, the human vision system). And I
         | believe it was Deutschmark who pointed out that empiricism is
         | itself an epistemology _which had to be invented_. It turns out
         | that it tended to be a significant improvement upon previous
         | widespread epistemologies, but that doesn't mean it's not
         | false. :)
        
       | Shacklz wrote:
       | > Are you prepared to do some very very fancy statistics?
       | 
       | I'd extend this with "... while understanding what you're doing?"
       | 
       | I've seen it so many times already, someone does some A/B-test
       | and then presents a very fancy looking slide-deck with all kinds
       | of crazy-looking math. But if you start to ask questions, it's
       | all very obvious that they didn't really understood what they
       | were doing and that very often it doesn't really matter to them
       | in the first place; it's all about reaching a decision using some
       | pseudo-scienty method that nobody dares to question because
       | 'data' and 'science', without having to take responsibility.
        
         | blitzar wrote:
         | > Are you prepared to do some very very fancy statistics?
         | 
         | IF you need 'fancy' statistics then it is not going to be a
         | good data driven argument at all.
        
         | bee_rider wrote:
         | I think "Be brutally honest about you many assumptions and
         | caveats" at least implies that.
         | 
         | I mean, in an informal setting there's room for an honest
         | person to say "well I did some math and I don't really get it
         | but I think it says...," but I think this article is addressed
         | to software engineers and scientists. Someone representing
         | themself as an engineer or scientists has a professional
         | ethical responsibility to some sort of... I dunno, epistemic
         | honesty, the knowledge of what their expertise covers, and
         | communicating their limitations to laymen.
         | 
         | The person with the A/B test in your example is either a liar
         | because they are misrepresenting what their tool says, or they
         | are a liar because they are misrepresenting their ability to
         | tell you what it says, but either way they are a liar.
        
       | jasode wrote:
       | 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.
        
         | tdehnel wrote:
         | A simple answer to this is that good explanations are hard to
         | vary.
         | 
         | More here:
         | https://www.lesswrong.com/posts/jcTsbaQ8hNc7qxwaQ/explanatio...
        
           | jasode wrote:
           | _> A simple answer to this is that good explanations are hard
           | to vary._
           | 
           | But the "hard to vary" explanations were _built up from
           | observing data_ of smashing particles. E.g. from your link:
           | 
           | - _Frank Wilczek describes hard-to-vary-ness as follows "A
           | theory begins to be perfect if any change makes it worse." He
           | explains further using the Standard Model as an example of a
           | hard-to-vary explanation: Too many gluons! But each of the
           | eight colour gluons is there for a purpose. Together, they
           | fulfil complete symmetry among the color charges. [...] No
           | fudge factors or tweaks are available. _
           | 
           | This author's blog post about "data" also links to his
           | previous post[1] about "science" leading one astray from
           | "good arguments" is the _opposite_ of  "hard to vary"
           | explanations.
           | 
           | Here's the reason for the disconnect: The author is using the
           | adjective _" good"_ in his _idiosyncratic_ way to describe
           | the type of arguments that depend more on  "storytelling" and
           | "intrinsic motivation" -- rather than empirical science/data.
           | Excerpt:
           | 
           |  _- >And here is a secret: in the natural sciences
           | themselves, storytelling and bare conjecture are far more
           | important modes of persuasion than data-based empirical
           | argument, anyway. [...]
           | 
           | - >A good example of the sort of argument I think is helpful
           | is A Philosophy of Software Design. Ousterhout defines his
           | terms clearly, accompanies his definitions and claims with
           | illustrative examples, and tells an occasional story. You,
           | the reader, are free to evaluate each claim based on whether
           | it plausibly seems to capture the essence of what you have
           | encountered in your experiences writing software. For my
           | part, I didn't find most of Ousterhout's ideas to be
           | persuasive, as some of my colleagues did, but that doesn't
           | mean they aren't good arguments,_
           | 
           | Those types of _subjective claims arguments_ the author is
           | espousing are actually  "easy to vary" -- because they don't
           | require constructing a cohesive theory that reconciles data
           | that looks contradictory (e.g. like the The Standard Model,
           | or Theory of General Relativity reconciling the speed-of-
           | light observations).
           | 
           | [1] http://twitchard.github.io/posts/2019-10-13-software-
           | develop...
        
         | [deleted]
        
         | vitiral wrote:
         | This is a textbook example of The Strawman Argument.
         | 
         | I'm pretty sure the author is talking about "data" in the
         | context of "databases", i.e. repositories of digital
         | information that can be queried, transformed and displayed
         | (dashboarded).
         | 
         | In other words the author is assuming the value of human's more
         | natural data processing: common sense, personal experience and
         | conversing with others (empathy).
         | 
         | If a process/feature/etc doesn't make sense within how you
         | understand your product, then you can make an argument based on
         | that. The argument will involve data (i.e. the current
         | architecture) but not data in any database.
        
           | jasode wrote:
           | _> I'm pretty sure the author is talking about "data" in the
           | context of "databases",_
           | 
           | Yes I agree and the "data metrics" was the interpretation I
           | was commenting on. Instead of straw-man, I actually _steel-
           | manned_ what the author was trying to communicate in my other
           | comment. (One has to read this thread 's blog post combined
           | with his previous blog entry to understand what the author
           | means by _" good argument"_.)
        
       | SpicyLemonZest wrote:
       | Great article, but I think it somewhat misunderstands the impetus
       | for the concept. "Data has its place" sounds obvious precisely
       | because "data-driven" has been such a successful concept. The
       | alternative perspective, which used to be very common in our
       | industry and still pops up from time to time, is that metrics are
       | something you write for debugging and business decisions are made
       | by gut feeling or abstract philosophical analysis. (Most software
       | companies _had_ to make decisions this way in the pre-cloud era,
       | because it wasn 't usually feasible to collect usage metrics.)
        
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