Friday, October 1, 2021

Forecasting And The False Front of Expertise: How Was The Reality Of the American War In Afghanistan Hidden For Twenty Years?

The other false front in this story is, of course, the Potemkin Village nature of the fierce Afghan army.

Corrupt people at the CIA and the Defense Intelligence Agency knew the Afghan army was a paper tiger and told no one. Or they didn't know and are simply incompetent. Either way they should be fired and stripped of their pensions and other perks. And tried criminally where possible.

From Richard Hanania's substack, August 25:
 
Tetlock and the Taliban
How a humiliating military loss proves that so much of our so-called "expertise" is fake, and the case against specialization and intellectual diversity

Note: Apologies to Phil Tetlock if he doesn't want to be associated with the Taliban, I just couldn't resist the alliteration. Also apologies to the Taliban if they don't want to be associated with an American academic, though I assure them that Phil is one of the good ones.

Imagine that the US was competing in a space race with some third world country, say Zambia, for whatever reason. Americans of course would have orders of magnitude more money to throw at the problem, and the most respected aerospace engineers in the world, with degrees from the best universities and publications in the top journals. Zambia would have none of this. What should our reaction be if, after a decade, Zambia had made more progress?

Obviously, it would call into question the entire field of aerospace engineering. What good were all those Google Scholar pages filled with thousands of citations, all the knowledge gained from our labs and universities, if Western science gets outcompeted by the third world?

For all that has been said about Afghanistan, no one has noticed that this is precisely what just happened to political science. The American-led coalition had countless experts with backgrounds pertaining to every part of the mission on their side: people who had done their dissertations on topics like state building, terrorism, military-civilian relations, and gender in the military. General David Petraeus, who helped sell Obama on the troop surge that made everything in Afghanistan worse, earned a PhD from Princeton and was supposedly an expert in “counterinsurgency theory.” Ashraf Ghani, the just deposed president of the country, has a PhD in anthropology from Columbia and is the co-author of a book literally called Fixing Failed States. This was his territory. It’s as if Wernher von Braun had been given all the resources in the world to run a space program and had been beaten to the moon by an African witch doctor.

Meanwhile, the Taliban did not have a Western PhD among them. Their leadership was highly selected though. As Ahmed Rashid notes in his book The Taliban, in February 1999, the school that provided the leadership for the movement “had a staggering 15,000 applicants for some 400 new places making it the most popular madrassa in northern Pakistan." Yet they certainly didn’t publish in or read the top political science journals. Consider this a data point in the question of whether intelligence or subject-matter expertise is more important.

Is the moon shot analogy fair? I think it probably strikes many people as odd, but I don’t see why it should. Surely, there were many political scientists who thought what the US was trying to do in Afghanistan given the resources invested was impossible, me among them, and maybe it’s simply the “experts” who were hired by NGOs, think tanks, and the US government that were delusional.

Yet I wonder what the field of civil engineering would say if the US went abroad and tried to build bridges based on principles that violated the laws of physics. I’d like to think the Pentagon would have trouble finding well-credentialed experts to help them, and those that did take a paycheck to help achieve the impossible would lose all credibility in their field. That of course has not happened to the pundits and social scientists who spent 20 years making a living off the idea that the US was doing something reasonable in Afghanistan.

Tetlock’s Discovery

Phil Tetlock’s work on experts is one of those things that gets a lot of attention, but still manages to be underrated. In his 2005 Expert Political Judgment: How Good Is It? How Can We Know?, he found that the forecasting abilities of subject-matter experts were no better than educated laymen when it came to predicting geopolitical events and economic outcomes. As Bryan Caplan points out, we shouldn’t exaggerate the results here and provide too much fodder for populists; the questions asked were chosen for their difficulty, and the experts were being compared to laymen who nonetheless had met some threshold of education and competence.

At the same time, we shouldn’t put too little emphasis on the results either. They show that “expertise” as we understand it is largely fake. Should you listen to epidemiologists or economists when it comes to COVID-19? Conventional wisdom says “trust the experts.” The lesson of Tetlock (and the Afghanistan War), is that while you certainly shouldn’t be getting all your information from your uncle’s Facebook Wall, there is no reason to start with a strong prior that people with medical degrees know more than any intelligent person who honestly looks at the available data.

I have a PhD in political science with a focus on international relations. Most people in my position would tell you that you should give my opinions on my topic of expertise more weight because of my credentials. I believe if anything, you should hold my degree against me, as getting a PhD is probably the most inefficient way to understand a topic, and a person seeking that credential has shown that they don’t understand that. I think I’ve been right on Afghanistan and other American interventions because of good intellectual habits, including a genuine concern with what is true. But that has little to do with any training I got from political science.

I think one of the most interesting articles of the COVID era was a piece called “Beware of Facts Man” by Annie Lowrey, published in The Atlantic.

What does he serve up there? Truth. Facts. The overlooked and the undercovered. The unvarnished and obvious conclusions that the media do not want you to believe. The conclusions that the social-justice warriors and sheeple professors will not let you reach. The conclusions that mere mortals, including lauded subject-matter experts and the people who have actual lived experience of the topic at hand, have not yet grasped…

He—and he is almost always a he—is a venture capitalist who has analyzed the hospitalizations data! He is a growth hacker with a piercing view of race and measures of intelligence! He is an industry analyst with insight into viral spread! He is a lawyer exploding nuances of gender and sex!

The Facts Man gives it to you straight. With his college degree, with his top-quality résumé, with his insider knowledge, with his background in euclidean something-or-other—sharpened by debating with the smartest people, who never went to school—here is what he has found. These are the data. These are more data. This. Is. It. Here’s the inevitable conclusion. It’s the only conclusion possible!…

Facts Man is Science Facts Man, he is adjacent to science, so he understands science better than scientists. He has credentials that let him look at the data and see them, instead of looking at the data and just looking at them. Or looking at them and interpreting them however your field interprets them. Or looking at them and waiting for them to be interpreted in the press. Science Facts Man operates without the encumbrances of peer review or any sense of the complexities endemic to many scientific fields. That is what he brings to the debate!

The reaction to this piece was something along the lines of “ha ha, look at this liberal who hates facts.” But there’s a serious argument under the snark, and it’s that you should trust credentials over Facts Man and his amateurish takes. In recent days, a 2019 paper on “Epistemic Trespassing” has been making the rounds on Twitter. The theory that specialization is important is not on its face absurd, and probably strikes most people as natural. In the hard sciences and other places where social desirability bias and partisanship have less of a role to play, it’s probably a safe assumption. In fact, academia is in many ways premised on the idea, as we have experts in “labor economics,” “state capacity,” “epidemiology,” etc. instead of just having a world where we select the smartest people and tell them to work on the most important questions.

But what Tetlock did was test this hypothesis directly in the social sciences, and he found that subject-matter experts and Facts Man basically tied. As he writes in his book....

....MUCH MORE