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Critical Thinking Through the Ages

buddhaAs I’m teaching a course on critical thinking, I thought it would be useful to study the history of the concept. What have leading thinkers of the past conceived to be “critical thinking” and how have their perceptions changed over time?

One of the earliest — and most interesting –references that I’ve found is a sermon called the Kalama Sutta preached by the Buddha some five centuries before Christ. Often known as the “charter of free inquiry”, it lays out general tenets for discerning what is true.

Many religions hold that truth is revealed through scriptures or through institutions that are authorized to interpret scriptures. By contrast, Buddhism generally asserts that we have to ascertain truth for ourselves.  So, how do we do that?

That was essentially the question that the Kalama people asked the Buddha when he passed through their village of Kesaputta. The Buddha’s sermon emphasizes the need to question statements asserted to be true. Further, the Buddha goes on to list multiple sources of error and cautions us to carefully examine assertions from those sources.  According to Wikipedia, the Buddha identified the following sources of error:

  • Oral histories
  • Tradition
  • New sources
  • Scripture or other official documents
  • Supposition
  • Dogmatism
  • Common sense
  • Opinion
  • Experts
  • Authorities or one’s own teacher

Further, “Do not accept any doctrine from reverence, but first try it as gold is tried by fire.” The requires examination, reflection, and questioning and only that which is “conducive to the good” should be accepted as truth.

As Thanissaro Bhikkhu summarizes it, “any view or belief must be tested by the results it yields when put into practice; and — to guard against the possibility of any bias or limitations in one’s understanding of those results — they must further be checked against the experience of people who are wise.”

So how do the Buddhist commentaries compare to other philosophers? In the century after Buddha, Socrates is quoted as saying, “I know you won’t believe me, but the highest form of Human Excellence is to question oneself and others.” Almost 2,000 years later, Francis Bacon wrote, “Critical thinking is a desire to seek, patience to doubt, fondness to meditate, slowness to assert, readiness to consider, carefulness to dispose and set in order; and hatred for every kind of imposture.” A few hundred years later, Descartes wrote, “If you would be a real seeker after truth, it is necessary that at least once in your life you doubt, as far as possible, all things.” A hundred years after that, Voltaire wrote about the consequences of a failure of critical thinking, “Anyone who has the power to make you believe absurdities has the power to make you commit injustices.”

As the Swedes would say, there seems to be a “bright red thread” that ties all of these together. Go slowly. Ask questions. Be patient. Doubt your sources. Consider your own experience. Judge the evidence thoughtfully. For well over 2,000 years our philosophers — both Eastern and Western — have been saying essentially the same thing. It seems that we know what to do. Now all we have to do is to do it.

 

 

Sunday Shorts – 5

The next mobile app platform?

The next mobile app platform?

Some interesting things I spotted this week, whether they were published this week or not.

The Economist asks, will we ever again invent anything that’s as useful as the flush toilet? Is the pace of innovation accelerating or decelerating? And what should we do about it, if anything?

When we think about innovation, we often focus on ideas and creativity. How can we generate more good ideas? But what about the emotional component of innovation? For innovative companies, emotional intelligence may trump technical intelligence. Norbert Alter answers your questions from Paris.

We’re familiar with the platform wars for mobile applications. Will Apple’s iOS become the dominant platform? Or maybe it will be Android from Google? Perhaps it’s some version of Windows? But what if the next great mobile app platform is a Ford or a Chevy? (Click here).

For my friends in Sweden, here’s McKinsey’s take on the future of the Swedish economy. Things are looking up — just don’t rest on your laurels.

Where does America’s R&D money go? Here’s an infographic that shows how the Federal government has invested in research over the past 50 years.

The Greeks had lots of tricks for memorizing things. They could hold huge volumes of information in their heads. But does memory matter anymore? After all, you can always Google it, no? William Klemm writes that there are five reasons why tuning up your memory is still important. And he’s a Texas Aggie so he must be right.

Librarian, Farmer, Debacle

It's a quality issue.

It’s a quality issue.

In his book, Thinking Fast and Slow, Daniel Kahneman has an interesting example of a heuristic bias. Read the description, then answer the question.

Steve is very shy and withdrawn, invariably helpful but with little interest in people or in the world of reality. A meek and tidy soul, he has a need for order and structure, and a passion for detail.

Is Steve more likely to be a librarian or a farmer?

I used this example in my critical thinking class the other night. About two-thirds of the students guessed that Steve is a librarian; one-third said he’s a farmer. As we debated Steve’s profession, the class focused exclusively on the information in the simple description.

Kahneman’s example illustrates two problems with the rules of thumb (heuristics) that are often associated with our System 1 thinking. The first is simply stereotyping. The description fits our widely held stereotype of male librarians. It’s easy to  conclude that Steve fits the stereotype. Therefore, he must be a librarian.

The second problem is more subtle — what evidence do we use to draw a conclusion? In the class, no one asked for additional information. (This is partially because I encouraged them to reach a decision quickly. They did what their teacher asked them to do. Not always a good idea.) Rather they used the information that was available. This is often known as the availability bias — we make a decision based on the information that’s readily available to us. As it happens, male farmers in the United States outnumber male librarians by a ratio of about 20 to 1. If my students had asked about this, they might have concluded that Steve is probably a farmer — statistically at least.

The availability bias can get you into big trouble in business. To illustrate, I’ll draw on an example (somewhat paraphrased) from Paul Nutt’s book, Why Decisions Fail.

Peca Products is locked in a fierce competitive battle with its archrival, Frangro Enterprises. Peca has lost 4% market share over the past three quarters. Frangro has added 4% in the same period. A board member at Peca — a seasoned and respected business veteran — grows alarmed and concludes that Peca has a quality problem. She sends memos to the executive team saying, “We have to solve our quality problem and we have to do it now!” The executive team starts chasing down the quality issues.

The Peca Products executive team is falling into the availability trap. Because someone who is known to be smart and savvy and experienced says the company has a quality problem, the executives believe that the company has a quality problem. But what if it’s a customer service problem? Or a logistics problem? Peca’s executives may well be solving exactly the wrong problem. No one stopped to ask for additional information. Rather, they relied on the available information. After all, it came from a trusted source.

So, what to do? The first thing to remember in making any significant decision is to ask questions. It’s not enough to ask questions about the information you have. You also need to seek out additional information. Questioning also allows you to challenge a superior in a politically acceptable manner. Rather than saying “you’re wrong!” (and maybe getting fired), you can ask, “Why do you think that? What leads you to believe that we have a quality problem?” Proverbs says that “a gentle answer turneth away wrath”. So does an insightful question.

 

 

Little Life Lessons from Lincoln

My speech is under my hat.

My speech is under my hat.

On July 4, 1863, Robert E. Lee was leading a Confederate army in retreat from Gettysburg when they were trapped against the rain-swollen Potomac River. The Union army, commanded by General George Meade, pursued the rebels. Abraham Lincoln ordered Meade to attack immediately. Instead, Meade dithered, the weather cleared, the river shrank, and Lee and his army escaped. Lincoln was furious and penned this letter to Meade:

I do not believe you appreciate the magnitude of the misfortune involved in Lee’s escape. He was within our easy grasp, and to have closed upon him would, in connection with our other late successes, have ended the war. As it is, the war will be prolonged indefinitely. If you could not safely attack Lee last Monday, how can you possibly do so south of the river, when you can take with you very few— no more than two-thirds of the force you then had in hand? It would be unreasonable to expect and I do not expect that you can now effect much. Your golden opportunity is gone, and I am distressed immeasurably because of it.

Interestingly, Lincoln never sent the letter — it was found among his papers after his death. Lincoln generally praised his colleagues for their positive accomplishments and said little or nothing about their failures. Apparently, he wrote letters like the one to Meade to relieve his own frustrations — and perhaps to leave a record for history — rather than to humiliate his colleagues and create public acrimony.

As Douglas Wilson, a Lincoln scholar, pointed out in a recent article (click here), Lincoln was  great communicator but not necessarily in the way we think. Some tidbits on how he worked:

  • He rarely spoke in public and when he did he was very well prepared. We think of the Gettysburg Address and the Second Inaugural speech as great feats of oratory — and they were. But there weren’t many such feats; he gave relatively few speeches. And he almost never spoke off the cuff. He knew that people followed his words closely and he prepared meticulously. His speeches were extraordinary. Equally extraordinary is the fact that he almost never said anything stupid that he had to retract. Our politicians and executives today could learn a lot from him.
  • He pre-wrote his speeches. Lincoln always had scraps of paper with him — which he often stored in his hat. When an idea — or an elegant way to phrase an idea —  came to him, he jotted it down. He didn’t start thinking about his speeches when a deadline drew near. He was thinking about them virtually all the time.
  • He was mercifully brief. The Gettysburg Address consisted of 267 words. By contrast, this post has about 600. Which one do you think will live longer?
  • He cultivated the press before he needed them. In general, Lincoln got to know his audience before he spoke to them. He gave favors to journalists before he asked for favors in return. Getting to know your audience and letting them know that you genuinely care about them are always good strategies.
  • He understood event jujitsu. The Civil War began with the crisis at Fort Sumter in Charleston harbor. Lincoln could have sent in a fleet to shoot up the Confederate fortifications. Instead, he sent in a small re-supply mission. When the Confederates sought to block the mission, they fired the first shots of the war. It’s a small leap to conclude that the Confederates “started” the war. Thus, a small incident became a major victory in the battle to shape perceptions.

Lincoln has always been one of my favorite presidents and I certainly enjoyed the recent movie from Steven Spielberg.  Lincoln communicated effectively and was an expert at shaping public opinion. As the movie showed, he was also adept at cutting deals and rolling logs to achieve his greater goals. Not bad for a kid from the prairies.

 

The Last of Thumb Thinking

Sure it’s dangerous. But we’re in control. No problem!

Heuristics are simply rules of thumb. They help us make decisions quickly and, in most cases, accurately. They help guide us through the day. Most often, we’re not even aware that we’re making decisions. Unfortunately, some of those decisions can go haywire — precisely because we’re operating on automatic pilot. In fact, psychologists suggest that we commonly make 17 errors via heuristics. I’ve surveyed 11 of them in previous posts (click here, here, and here). Let’s look at the last six today.

Optimistic bias — can get us into a lot of trouble. It leads us to conclude that we have much more control over dangerous situations than we actually do. We underestimate our risks. This can help us when we’re starting a new company; if we knew the real odds, we might never try. It can hurt us, however, when we’re trying to estimate the danger of cliff diving.

Hindsight bias — can also get us into trouble. Everything we did that was successful is by dint of our own hard work, talent, and skill. Everything we did that was unsuccessful was because of bad luck or someone else’s failures. Overconfidence, anyone?

Elimination by aspect — you’re considering multiple options and drop one of them because of a single issue. Often called, the “one-strike-and-you’re-out” heuristic. I think of it as the opposite of satsificing. With satsificing, you jump on the first solution that comes along. With elimination by aspect, you drop an option at the first sign of a problem. Either way, you’re making decisions too quickly.

Anchoring with adjustment — I call this the “first-impressions-never-die” heuristic and I worry about it when I’m grading papers. Let’s say I give Harry a C on his first paper. That becomes an anchor point. When his second paper arrives, I run the risk of simply adjusting upward or downward from the anchor point. If the second paper is outstanding, I might just conclude that it’s a fluke. But it’s equally logical to assume that the first paper was a fluke while the second paper is more typical of Harry’s work. Time to weigh anchor.

Stereotyping — we all know this one: to judge an entire group based on a single instance. I got in an accident and a student from the University of Denver went out of her way to help me out. Therefore, all University of Denver students must be altruistic and helpful. Or the flip side: I had a bad experience with Delta Airlines, therefore, I’ll never fly Delta again. It seems to me that we make more negative stereotyping mistakes than positive ones.

All or Nothing — the risk of something happening is fairly low. In fact, it’s so low that we don’t have to account for it in our planning. It’s probably not going to happen. We don’t need to prepare for that eventuality. When I cross the street, there’s a very low probability that I’ll get hit by a car. So why bother to look both ways?

As with my other posts on heuristics and systematics biases, I relied heavily on Peter Facione’s book, Think Critically, to prepare this post. You can find it here.

 

 

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