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Metaphors and Analogies: A Two-Edged Sword

Thursday, April 15th, 2010

Frequent commenter T. Greer had an outstanding post on historical analogies and cognition at Scholar’s Stage:

Musing – ‘Cognitive Consequences of Historical Metaphors’

You can summarize the history of the Second World War in two paragraphs. Squeezing the causes, campaigns, and countries of the war into these paragraphs would be a gross simplification, but it is possible. This does not hold true for the Thirty Years War. It is one conflict that simply cannot be related in a paragraph. The number of actors involved, the myriad of motivations and goals of each, and the shifting alliances and intrigues between them all are simply too complex to be stripped down to a single page.* Piecing together the events of the Thirty Years War inevitably takes up much more time and effort than single page summaries allow.

….The implications of this are worth contemplation.

The great majority of policy makers are familiar with the Second World War. If asked to, I am sure that most folks in Washington concerned with foreign affairs and security policy could provide an accurate sketch of the countries and campaigns involved. Indeed, we conceptualize current challenges from the standpoint of World War II; allusions to it are the lifeblood of both popular and academic discourse on foreign affairs. Pearl Harbor, Munich, Stalingrad, Normandy, Yalta, and Hiroshima are gifts that keep on giving – they serve as an able metaphorical foundation for any point a pundit or analyst wishes to make.

Most of these metaphors are misguided

Agreed. Read the rest here.

Actually, we have two cherished analogies: hawks look at a situation and see Munich, but doves see the same conflict and exclaim”Vietnam!”. Neither does much for recognizing unique circumstances or complexities. These analogies are political totems signifying group affinity; or are rhetorical weapons to bludgeon the opposition in debate.

Metaphors and analogies are extremely powerful cognitive tools. But like all forms of power, they can be used for good or ill, well or poorly. Those that capture the essence of previously unrecognized similarities are the basis for generating novel insights from which innovations are derived and problems are solved. Poorly constructed but attractive analogies or metaphors capitivate our attention and transmit misinformation that is efficiently remembered and stubbornly retained, at times in the face of overwhelming evidence to the contrary.

The Surge, Rigor, Yardsticks and Mediums

Wednesday, April 7th, 2010

Andrew Exum said the Surge succeeded. Dr. Bernard Finel says “prove it“.

From Abu Muquwama:

Just Admit It: The Surge Worked

….We can argue about how many other factors aside from U.S. diplomatic and military operations led to the stunning drop in violence in 2007. There was a civil war in 2005 and 2006, tribes from al-Anbar “flipped” in 2006, and Muqtada al-Sadr decided to keep his troops out of the fight for reasons that are still not entirely clear. Those are just three factors which might not have had anything to do with U.S. operations. But there can be no denying that a space has indeed been created for a more or less peaceful political process to take place. Acts of heinous violence still take place in Baghdad, but so too does a relatively peaceful political process.

From BernardFinel.com:

Did the Surge Succeed?

….Violence was a problem for Iraqi civilians and for the U.S. military.  Reducing violence has unquestionably served humanitarian purposes in Iraq and has also saved American lives.  But that has nothing to do with “conceptual space” or the broader “success” of the surge.

I mean, come on, if you’re going to write a post that essential expects to settle a debate like this one, snark and assertions much be balanced with rigorous analysis.  But Exum doesn’t demonstrate any real understanding of the dynamics of violence in civil conflicts.

My suggestion is that you first read each gentleman’s posts in their entirety.

The first part of the dispute would be what is the standard of “success” that we are going to use to evaluate “the Surge”. I’m not certain that Exum and Finel, both of whom are experts in areas of national security and defense, would easily arrive at a consensus as to what that standard of measurement would be. Perhaps if they sat across from one another at a table and went back and forth for an hour or so. Or perhaps not. I have even less confidence that folks whose interests are primarily “gotcha” type partisan political point-scoring on the internet, rather than defense or foreign policy, could agree on a standard. Actually, I think people of that type would go to great lengths to avoid doing so but without agreement on a standard or standards the discussion degenerates into people shouting past one another.

In my view, “the Surge” was as much about domestic political requirements of the Bush administration after November 2006 as it was about the situation on the ground in Iraq. In my humble opinion, COIN was a better operational paradigm that what we had been doing previously in Iraq under Rumsfeld and Bremer, but the Bush administration accepted that change in military policy only out of desperation, as a life preserver. That isn’t either good or bad, it simply means that measuring the Surge is probably multidimensional and the importance of particular aspects depends on who you are. An Iraqi shopkeeper or insurgent has a different view from a USMC colonel or a blogger-political operative like Markos Moulitsas Zúñiga. Ultimately, the standard selected involves a level of arbitrary judgment. I can say the Surge was a success because the US was not forced to execute a fighting withdrawal from Iraq as some, like William Lind, was likely to happen but that’s probably not a narrow enough standard to measure the Surge fairly.

The second part of the dispute involves methodological validity, or “rigor” in making the evaluation, which was raised by Dr. Finel. I agree with Finel that in intellectual debate, rigor is a good thing. Generally in academia, where social scientists frequently suffer from a bad case of “physics envy”, this means unleashing the quants to build a mathematical model to isolate the hypothetical effects of a particular variable. I freely admit that I am not certain how this could be done in a situation as complex as the Iraqi insurgency-counterinsurgency in 2007 and still retain enough reliability to relate to reality. The act of isolating one variable is itself a gross distortion of the reality of war. There would have to be some kind of reasonable combination of quantitative and qualitative methods here to construct an argument that is comprehensive, rigorous and valid. I think Bernard should propose what that combination might be in approximate terms.

The third part of the dispute involves the medium for the rigorous argument over the Surge. I’d suggest that, generally, a blog post is not going to cut it for reasons intrinsic to the medium. First, blog posts have an unspoken requirement of brevity due the fact that audience reads them on a computer screen. While you can say something profound in just a few words, assembling satisfactory evidentiary proofs in a scholarly sense requires more space – such as that provided by a journal article or book. Blogging is good for a fast-paced exchange of ideas, brainstorming, speculation and, on occasion, investigative journalism. It’s a viral, dynamic medium. While there are examples of bloggers rising to levels of greater intellectual depth, these are exceptions rather than the rule in the blogosphere.

This is not a dispute that is going to be resolved because the parties are unlikely to find a common ground on which they can agree to stand.

The Games People Play II

Monday, April 5th, 2010

Gaming as a cultural paradigm ( Hat tip to Jessica Margolin):

ADDENDUM:

The Games People Play

“You are formally charged with War Game Crimes and with Playing Games against Humanity…”

ADDENDUM II:

John has the full presentation, not just the above excerpted clip.

 

Barnett on the Tipping Point of Blogging

Monday, March 29th, 2010

Dr. Tom Barnett had an excellent WPR column on the cognitive value that blogging has had for him:

The New Rules: Strategic Thinking in 10,000 Blog Posts or Less

In the last half-decade, blogs have gone from a quirky personal sideline activity to a mainstream, almost de rigeur professional activity — following the previous trajectory of Web sites and, before them, e-mail itself. To many, this democratization of the flow of information is a distinct blessing, to others it is the epitome of data deluge. As someone who has now posted blog entries every day for six years and recently passed the 10,000-unit mark (fulfilling Malcolm Gladwell’s quota for expert practice), I wanted to take stock of what this has meant to me as a writer and thinker

….Old-timer that I am at 47 years of age, I still read many of these sources via paper subscriptions, but that habit is slipping with each passing year and each new technology. In fact, what originally attracted me to online posting was the ease it offered in terms of maintaining the resulting database, compared to the hassle of physically clipping and filing MSM articles of interest, as I did during my pre-blogging days. With the blog, I can now attach my first-impression analysis to the formal citation, with both hot-linked to the full article and stored in a content management system — the blog — that I can instantly access and search from anywhere in the world.

In this sense, generating and maintaining the blog magnificently expanded my professional “RAM,” or random-access memory storage capacity. Without that upgrade, I simply couldn’t write or think at the level I do today, nor could I cover as much of the world or so many domains. Without that reach, I couldn’t be much of an expert on globalization, which in turn would seriously curtail my ambitions as a grand strategist — because nowadays, strategic thinking requires a whole lot more breadth than merely mastering the security realm. To be credible and sustainable in this complex age, grand strategy requires a stunning breadth of vision when judged by historical standards. So as far as this one-armed paperhanger is concerned — no blog, no grand strategist.

And I have to tell you, just making that admission in 2010 stuns me. But without the blog’s organizing and storage capabilities, I’d be reduced to a parody of “A Beautiful Mind”: tacking news clippings on walls and feverishly drawing lines between them, desperately seeking patterns but constantly falling behind the data tsunami. The blog thus prevents the early onset of what I call “strategic Alzheimer’s,” which is what happens when a strategist’s growing inability to process today’s vast complexity provokes a sad retreat into the past and an overdue reliance of history-is-repeating-itself arguments. But if a strategist no longer “gets it,” it’s because they’ve stopped trying to “see it.” The blogging “lens” corrects their vision’s lack of acuity.

But my blog is also my daily workspace, and I share it with strangers — for free, mind you — because I want to pass on this largely lost skill set of strategic thinking to others. I especially hope to reach the next generation of grand strategists, who would otherwise have to rely primarily on op-ed columnists’ flavor-of-the-news-cycle habits, with new “Manhattan Projects” proposed and “Marshall Plans” demanded every other month. Consider it a one-to-many offer of virtual internship.

Read the whole column here.

I really enjoyed this one because Tom was expounding on how a social media platform – this case, his blog – altered the psychological flow and conceptual reach of his professional work. It is now standard for author/thought leader types to have a blog that relates in some way to their books or speaking gigs. Some ghost it out to their PR firm or shut off the comments or have an almost static web page with little or no personal investment or thought.

IMHO those who keep the blog as an interactive medium with their readers as Tom does, tend to be more intellectually interesting and productive figures – they “grow” and play with ideas in the scrutiny of the public eye and accept the reader’s pushback along with the accolades which makes the exchanges are very stimulating – “infocrack”, as it were. Participation in well moderated, high quality forums like the Small Wars Council have a similar effect and are good places to “test drive” your new ideas – provided you have a thick skin and a healthy ego that can stand up to constructive criticism.

Personally, I wish I had more time for blogging – I learn a great deal from the readers who take the time to contact me across various Web 2.0 sites, send me links, ask questions, challenge my assertions, suggest new books or correct my errors. While the volume of feedback from ZP readers and other bloggers is sometimes more than I can manage as a one-man band, your contributions are always appreciated.

Creativity in the IC – Or the Lack of It

Sunday, March 28th, 2010

A great article in World Politics Review by Josh Kerbel, a 14-year veteran of the U.S. Intelligence Community ( Hat tip to Col. David Maxwell)

For the Intelligence Community, Creativity is the New Secret

It’s no secret that the increasing complexity of the international system — and in particular, its growing interconnectedness, integration, and interdependence — is eroding the fundamental business models of an ever-growing range of industries. Nowhere is this more evident than in the information industries, such as journalism, broadcasting, publishing, music and film, among others. More than a few entities have been swept to the brink of, or in some cases over, the precipice of irrelevance. And every information industry, it seems, is in some peril.

The U.S. intelligence community’s traditional model is similarly threatened by these transformations, but like so many cia.jpgother besieged industries, the IC is hesitant to deviate from it. In general terms, the IC’s model is a secret “collection-centric” one that:

– prizes classified data, with classification often directly correlated to value and significance;
– is driven by data availability, while analytical requirements remain secondary;
– is context-minimal, with analysis staying close to the collected data and in narrow account “lanes”;
– is current-oriented, since there are no collectable facts about the future;
– is warning-focused, emphasizing alarm-ringing;
– is product-centered, measuring success relative to the “finished intelligence” product provided to policymakers, rather than its utility or service.

This model ends up being highly “reductionist,” since secret collection leads to classification, compartmentalization and, inevitably, reduced distribution. Such a system, in which everything is constantly subdivided, was designed for the “complicated” — but not really “complex” — strategic environment of the Cold War. In that more linear environment, it was possible to know exactly where to look — namely, the USSR; access was severely restricted, making secret collection vital; the context of hostile intent and opposing alliances was well-understood; and the benefits of being forewarned, especially of imminent military action, was paramount.

Today’s complex strategic environment is vastly different. Now, there is no single focal point, as a threat or opportunity can emerge from almost anywhere; access is largely unrestricted, since the world is wide-open and information-rich; and context is much more ambiguous, because intent and relationships are fluid. In this more dynamic, non-linear strategic environment, reductionist approaches are, by themselves, a veritable recipe for systemic (i.e., strategic) surprise.

In practical terms, this means that it is no longer sufficient to just reactively collect data on how certain parts of the international system are acting in order to extrapolate discrete predictions. Rather, it’s crucial that such reductionist approaches be complemented by more “synthetic” approaches that proactively think about how the various parts of the larger system could interact, and consider how the synthesized range of possible threats and opportunities might be respectively averted or fostered. In other words, it is no longer enough to just monitor already identified issues. It is also necessary to envision potentially emergent ones. In short, it is time for the IC to use its imagination.

Read the rest here.

Comments, in no particular order of importance:
 
First, the underlying root problem is “political”. The IC is “collection-centric” primarily because the key “customers” for IC products have an implicit expectation of good intel as a higher level analytical journalism, just salted with some real-time “secrets” outside normal public purview. And some of them – George Schultz when he was SECSTATE is an example – want to be their own analyst, and are quick to complain about speculative,”edgy” analysis that clashes with their preconceptions. So IC senior managers are inclined to give the customer what they demand – current information which has a short shelf-life in terms of value. Educate the intel-consumer class of what the IC might be able to do given different tasks and they might start asking that new tasks be done.
 
Secondly, if the IC employed more programs that involved an investment in long-term “clandestinity” – it would both collect information of strategic, long-term value and offer the US opportunities to shape the responses of others through established networks of agents of influence. This is where imagination, speculation and synthesis would have greater play because of the need to create and seize opportunities rather than placing a premium on mitigating risk and avoiding failure.
 
The problem with analytical-reductionist culture in hierarchical institutions ( anywhere, not just the IC) runs deeper than a top-down, enforced, groupthink. Perceptive members of the org, even when compelled to parrot the party line “officially”, will often mock it privately and exchange more authentic critiques informally. The real problem is the extent to which this risk-averse, paralyzing, culture is psychologically  internalized by individual analysts to the point of creating lacunae. As individuals rise in the org they carry their lacunae with them and begin actively imparting them authoritatively upon their subordinates.
 
Ideally, a quality liberal education would be imparting a reflexive skepticism, a tolerance for uncertainty and a greater meta-cognitive self-awareness that would check the excessive certainty generated by an excessive reliance on the methodology of analytical-reductionism. Unfortunately, the emphasis upon academic specialization has been pushed down so hard in undergraduate and even high quality secondary public school education ( AP courses are the worst offenders) that generating good, insightful, questions is a cognitive skill that has been abandoned in favor of deriving “right answers” using “approved methods”.
 
Scenario-building
is an  effective tool for breaking  analytical-reductionist  frameworks and freeing up our ability to synthesize and construct solutions. However, to be useful, scenarios require at least an internal logic or realism even if they represent improbable “blue sky” or “black swan” outcomes and they require more cognitively diverse inputs ( from “outsiders”, “amateurs” and “heretics”) to challenge what data the received culture considers significant.


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