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From the Strategy Conference…..

A brief anecdote.

Today, a student came to me with a question that their science instructor could not answer (the curriculum is mostly intro to chem with some classical physics). I am in no way, shape or form, a scientist or even a teacher of science, but the students know I’m interested in many odd things and like to reason through intriguing problems with them. The student asked:

“How can a photon – which has 0 mass – have 0 kinetic energy even though it is moving? If it does have mass, how can a photon go the speed of light?”

Now, I knew that the answer had to be explained via quantum mechanics and was fuzzily certain it was because particles did not behave as particles should in this scenario, but the ability to give a coherent and scientifically accurate explanation that related to the student’s current knowledge base was beyond me. I do not have a good enough grasp of the basics of quantum physics to lead the student to particles and waves through a series of questions. So, after complimenting him on his insightful question, I said I would contact an expert, Dr. Von, and get him a concise, equation-free, answer, which Von helpfully provided.

The point here, however, is not the answer (Newtonian physics is invalid at this scale and momentum is redefined in relativity theory which leads to particle-wave duality, uncertainty and other aspects of quantum mechanics) but the excellence of the student’s thinking that went into the question.

The student knew very little about physics except what was presented in the course – essentially, some laws of Newtonian physics, basic constituent parts of matter, simple atomic models etc. Given that information and having – this part is critical – no prior assumptions, having understood the “rules”, in a few minutes he identified a contradiction or paradox that undermined the authority of an elegantly constructed system of great explanatory power, conceived by the greatest genius to ever walk the Earth.

Not too shabby for a younger American teen-ager. Remember him the next time some loudmouthed fool opines how worthless kids are today or how they learn nothing at school.

Obviously, my student is quite bright, but his reasoning was also not polluted with the preconceptions we all pick up as we gain ever greater depth of mastery of a field. It was fundamentally new to him, so he did not yet have the kind of blind confidence in “the rules that everyone knows to be true” possessed by most adults and nearly all experts. He was still skeptical. Few content domain experts are innovaters for this reason. They are mostly overconfident masters with answers – not makers who create or discover the novel by asking questions. They are not skeptics, they are guardians of received knowledge.

We all need to step back, periodically, from the rush of life and our own pride and try to look at the things we think we know with a fresh mind.

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.

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.

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 other 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.