The Signal and the Noise: Why So Many Predictions Fail—But Some Don't
Quotes from the Book
If I could sum up the message of this book in one pithy phrase, it would be that you are smarter than your data. Data do not understand causes and effects; humans do.
You cannot answer a question that you cannot ask, and you cannot ask a question that you have no words for.
while probabilities encode our beliefs about a static world, causality tells us whether and how probabilities change when the world changes, be it by intervention or by act of imagination.
Data can tell you that the people who took a medicine recovered faster than those who did not take it, but they can’t tell you why. Maybe those who took the medicine did so because they could afford it and would have recovered just as fast without it.
Where causation is concerned, a grain of wise subjectivity tells us more about the real world than any amount of objectivity.
the surest kind of knowledge is what you construct yourself.
Deep learning has instead given us machines with truly impressive abilities but no intelligence. The difference is profound and lies in the absence of a model of reality.
you are smarter than your data. Data do not understand causes and effects; humans do.
My emphasis on language also comes from a deep conviction that language shapes our thoughts. You cannot answer a question that you cannot ask, and you cannot ask a question that you have no words for.
How much evidence would it take to convince us that something we consider improbable has actually happened? When does a hypothesis cross the line from impossibility to improbability and even to probability or virtual certainty?
I would rather discover one cause than be the King of Persia.
Fighting for the acceptance of Bayesian networks in AI was a picnic compared with the fight I had to wage for causal diagrams [in the stormy waters of statistics].
skepticism has its place. Statisticians are paid to be skeptics; they are the conscience of science.
I conjecture, that human intuition is organized around casual, not statistical, relations.
Counterfactual reasoning, which deals with what-ifs, might strike some readers as unscientific. Indeed, empirical observation can never confirm or refute the answers to such questions.
Despite heroic efforts by the geneticist Sewall Wright (1889–1988), causal vocabulary was virtually prohibited for more than half a century. And when you prohibit speech, you prohibit thought and stifle principles, methods, and tools.
R. A. Fisher, the undisputed high priest of statistics ...
A classic example demonstrating necessary causation tells the story of a fire that broke out after someone struck a match, and the question is “What caused the fire, striking the match or the presence of oxygen in the room?” Note that both factors are equally necessary, since the fire would not have occurred absent one of them. So, from a purely logical point of view, the two factors are equally responsible for the fire. Why, then, do we consider lighting the match a more reasonable explanation of the fire than the presence of oxygen?
How was confounding defined then, and how should it be defined? Armed with what we now know about the logic of causality, the answer to the second question is easier. The quantity we observe is the conditional probability of the outcome given the treatment, P(Y | X). The question we want to ask of Nature has to do with the causal relationship between X and Y, which is captured by the interventional probability P( Y | do(X)). Confounding, then, should simply be defined as anything that leads to a discrepancy between the two: P(Y | X) != P(Y | do(X)). Why all the fuss.
definitions demand reduction, and reduction demands going to a lower rung.
Presumably the child brain is something like a notebook as one buys it from the stationer’s,” he wrote. “Rather little mechanism, and lots of blank sheets.
Much of this data-centric history still haunts us today. We live in an era that presumes Big Data to be the solution to all our problems. Courses in “data science” are proliferating in our universities, and jobs for “data scientists” are lucrative in the companies that participate in the “data economy.” But I hope with this book to convince you that data are profoundly dumb.
I hope with this book to convince you that data are profoundly dumb. Data can tell you that the people who took a medicine recovered faster than those who did not take it, but they can’t tell you why. Maybe those who took the medicine did so because they could afford it and would have recovered just as fast without it.
With Bayesian networks, we had taught machines to think in shades of grey, and this was an important step toward humanlike thinking. But we still couldn't teach machines to understand causes and effects. We couldn't explain to a computer why turning the dial of a barometer won't cause rain.... Without the ability to envision alternate realities and contrast them with the currently existing reality, a machine...cannot answer the most basic question that makes us human: "Why?
It’s very important to realize that, contrary to traditional estimation in statistics, some queries may not be answerable under the current causal model, even after the collection of any amount of data. For example, if our model shows that both D and L depend on a third variable Z (say, the stage of a disease), and if we do not have any way to measure Z, then the query P(L | do(D)) cannot be answered. In that case it is a waste of time to collect data. Instead we need to go back and refine the model, either by adding new scientific knowledge that might allow us to estimate Z or by making simplifying assumptions (at the risk of being wrong)—for example, that the effect of Z on D is negligible.
Courses in “data science” are proliferating in our universities, and jobs for “data scientists” are lucrative in the companies that participate in the “data economy.” But I hope with this book to convince you that data are profoundly dumb. Data can tell you that the people who took a medicine recovered faster than those who did not take it, but they can’t tell you why. Maybe those who took the medicine did so because they could afford it and would have recovered just as fast without it.
This brings us to the saddest episode int he whole smoking-cancer controversy: the deliberate efforts of the tobacco companies to deceive the public about the health risks. If Nature is like a genie that answers a question truthfully but only exactly as it is asked, imagine how much more difficult it is for scientists to face an adversary that intends to deceive us. The cigarette wars were science’s first confrontation with organized denialism, and no one was prepared.The tobacco companies magnified any shred of scientific controversy they could. They set up their own Tobacco Industry Research Committee, a front organization that gave money to scientists to study issues related to cancer or tobacco—but somehow never got around to the central question. When they could find legitimate skeptics of the smoking-cancer connection—such as R. A.Fisher and Jacob Yerushalmy—the tobacco companies paid them consulting fees.
The hope—and at present, it is usually a silent one—is that the data themselves will guide us to the right answers whenever causal questions come up.
falsely believing that the answers to all scientific questions reside in the data, to be unveiled through clever data-mining tricks. Much of this data-centric history still haunts us today. We live in an era that presumes Big Data to be the solution to all our problems. Courses in “data science” are proliferating in our universities, and jobs for “data scientists” are lucrative in the companies that participate in the “data economy.” But I hope with this book to convince you that data are profoundly dumb.
[T]he cultural shocks that emanate from new scientific findings are eventually settled by cultural realignments that accommodate those findings—not by concealment. A prerequisite for this realignment is that we sort out the science from the culture before opinions become inflamed.
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About Judea Pearl
About the book
A Turing Award-winning computer scientist and statistician shows how understanding causality has revolutionized science and will revolutionize artificial intelligence
"Correlation is not causation." This mantra, chanted by scientists for more than a century, has led to a virtual prohibition on causal talk. Today, that taboo is dead. The causal revolution, instigated by Judea Pearl and his colleagues, has cut through a century of confusion and established causality -- the study of cause and effect -- on a firm scientific basis. His work explains how we can know easy things, like whether it was rain or a sprinkler that made a sidewalk wet; and how to answer hard questions, like whether a drug cured an illness. Pearl's work enables us to know not just whether one thing causes another: it lets us explore the world that is and the worlds that could have been. It shows us the essence of human
Book details
- First published
- 2018
- Author
- Judea Pearl
- Genre
- Nonfiction
- Goodreads rating
- 3.93 (7k ratings)
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