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Data

Misleading visualization: Facebook Covid-19 Symptom Map

  • April 20, 2020April 20, 2020
  • by Andy

This research by Carnegie Mellon University (disclosure: alma mater) via Facebook is a novel approach to virus tracking. They are putting up a quick quiz on FB around Covid-19 symptoms that have shown to be the strongest predictors and aggregating that data by geo. Time will tell if this is at all predictive of outbreaks but there’s a problem with the visualization presented which makes the map misleading.

https://covid-survey.dataforgood.fb.com/

Notice the large white swaths on the map (broken down by county). Upon quick view, one views them as little to no infection rate. The mind naturally interprets the darker color as a higher infection rate and that, in fact, is what the key indicates. However, the lowest infection rate (0-1.23%) is a red-white mix that I’d guess is 80-90% white. Thus, the brain naturally interprets white as 0%. However, that’s not what white represents on the map. Rolling over one of those counties reveals that there is not enough data for a prediction. I’m glad the data scientists are insisting on statistical significance but using white breeds misinterpretation.

The counties with insignificant data should be grey or, even better, grey striped. This immediately signals to the brain that this is not on the same scale and inspires further investigation. In addition, the brain can then more easily filter those areas out when looking at the map. And presenting this on a map is important given how proximity matters but the current presentation is flawed.

In addition, presenting this at the county level is also misleading. There are counties like New York (aka Manhattan) which do not have enough real estate to appear even though its one of the most affected at this point. And, as any followers of presidential election maps will note, there are massive, lightly populated counties in the mid-west to mountain time zones that overly influence one’s interpretation of infection density. Look at Navajo county in Arizona for one example of that. Facebook has more fine grained geo data than that and the presentation should be based on a meter/mile radius weighted average that makes sense based on epidemiology. In addition, population density is not represented at all here.

In the end, this is a worthwhile pursuit but this presentation does more harm than good.

Bonus note: notice Facebook’s “data for good” naming; Covid-19 as a re-branding opportunity?

What's tech?

What’s Tech?

  • April 18, 2020April 18, 2020
  • by Andy

There’s been much discussion of AI taking jobs and all of the concerns/benefits around this. The current state of tech is less about AI and more about automation as our ability to have machines do repetitive tasks that humans are less inclined toward (and more error-proned at) is upon us.

That debate has shifted in an interesting way due to the pandemic. We rightfully now have great concern for the well-being of workers in what has been deemed “essential” jobs in the service economic like logistics, food service, retail and others who are needed and have contact with people. The same jobs that were starting to be automated. The technology rush was already happening given the huge cost savings and quality improvements around automation. Now, those ethics questions have shifted as we’re trying to find way to expose service workers less. How do we deploy automation alongside humans to make them more efficient and now lessen their human contact?

The threat of the virus isn’t going away anytime soon. Stay safe.

AI

AI researchers propose ‘bias bounties’ to put ethics principles…

  • April 18, 2020April 18, 2020
  • by Andy

Finding bias in machine learning models is a wholly different pursuit than bugs in rules-based code. While incentives and “red teaming” proposals follow a familiar model, this should follow more along the lines of adversarial ML. However, since most models are not exposed publicly, owners would have to agree to expose them opening up additional hurdles.

Researchers from Google Brain, Intel, OpenAI, and top research labs in the U.S. and Europe joined forces this week to release what the group calls a toolbox for turning AI ethics principles into practice. The kit for organizations creating AI models includes the idea of paying developers for finding bias in AI, akin to the bug bounties offered in security software. This recommendation and other ideas for ensuring AI is made with public trust and societal well-being in mind were detailed in a preprint paper published this week. The bug bounty hunting community might be too small to create strong assurances, but developers could still unearth more bias than is revealed by measures in place today, the authors say.

https://venturebeat.com/2020/04/17/ai-researchers-propose-bias-bounties-to-put-ethics-principles-into-practice/

Habits

How the Virus Transformed the Way Americans Spend Their…

  • April 12, 2020April 12, 2020
  • by Andy

The data is not surprising. This time brings opportunity for innovation and new product/service adoption. “Life changes” are one of the best times to insert your product/service as new habits form. This is not the typical life change but certainly has people considering/trying new things. Heck, I even watched a whole eSports LoL tournament recently.

NYT

As restaurants closed and people began staying home last month, grocery stores experienced a surge in demand. In a 7-day period that ended on March 18, grocery sales were up 79 percent from the previous year. There were runs on many household staples, including pasta, flour, toilet paper and soap. Processed foods and canned goods were back in vogue.

https://www.nytimes.com/interactive/2020/04/11/business/economy/coronavirus-us-economy-spending.html
AI

Robots Welcome to Take Over, as Pandemic Accelerates Automation

  • April 11, 2020April 11, 2020
  • by Andy

As I talk about often, its cultural changes in society’s acceptance and changes in needs that drives new tech adoption, not the technology itself.

“Pre-pandemic, people might have thought we were automating too much,” said Richard Pak, a professor at Clemson University who researches the psychological factors around automation. “This event is going to push people to think what more should be automated.”

https://www.nytimes.com/2020/04/10/business/coronavirus-workplace-automation.html
Energy

The most important US energy chart of the year…

  • April 10, 2020April 10, 2020
  • by Andy

Fascinating chart showing US energy usage. Biggest takeaway is how far more is wasted in “rejected energy” (explanation in the article) vs. used. However, that’s good news for renewables which are nearly 100% efficient. When you replace a fossil fuel with a renewable the ratio isn’t 1:1 its more like 1:5.

Rejected energy is part of the energy of a fuel — such as gas or petrol — that could be used for a purposeful activity, like making electricity or transport. However, because of the technologies that we currently use to consume fuels, a lot of it gets tossed out by turning it into heat in the environment, which is totally useless [or worse]. For a coal-fired power station, for instance, about two-thirds of the energy released when the coal is burnt is discarded as heat in the environment. This reject energy sometimes appears as clouds of vapor coming off a power station’s cooling towers, such as the well-known ones at Didcot in England.

https://electrek.co/2020/04/09/us-energy-chart-2019/
Culture

Zuckerberg’s Jealousy Held Back Instagram and Drove Off Founders

  • April 9, 2020April 9, 2020
  • by Andy

Insightful article on the battle Kevin Systrom (Instagram founder) had with Zuckerberg post acquisition. Adds some color to what was playing out in the app experience. While this will continue to add to the Zuckerberg “legacy”, the more interesting element is how organization (and product philosophy for that matter) culture clash can lead to dysfunction even in light of a wildly successful product (and acquisition).

Systrom had never been one to criticize Zuckerberg in front of his employees. But after months of what he saw as obstruction and bigfooting, he wrote a long internal message to his team saying he disagreed vehemently with Zuckerberg’s undercutting of Instagram. By the fall of 2018, Systrom started confiding to his close friends that if Zuckerberg wanted to run Instagram like a mere department of Facebook, maybe it was time to let him. In the name of growth, Instagram adopted some of the strategies Systrom had blocked in the past, including pushing out frequent app notifications and aggressively promoting suggested people to follow. Time spent on the app returned to its typical levels; the Facebook strategies, which had seemed so cheap and anti-Instagram, worked.

https://www.bloomberg.com/news/features/2020-04-07/zuckerberg-s-jealousy-held-back-instagram-and-drove-off-founders
What's tech?

What’s Tech?

  • March 18, 2020March 18, 2020
  • by Andy

First, I hope you and your family are healthy and well. The coronavirus outbreak has thrown life into a bit of chaos. We’ll see how our home schooling goes but b-school starts for my kids next week so I can’t wait for my 13 and 8 yr old to be talking about gross vs. net margin.

I have been thinking about what some of the longer term implications, good and bad, might be for an extended period of life, health and business disruption. Here are some of the things I’m keeping my eye on:

  1. Sadly, there will be a large number of bankruptcies (personal and business) from this. With 40%+ of people living paycheck to paycheck and working in services businesses that can no longer pay them, this will quickly get rough. A $1,000 or more check from the government will help but just delay the inevitable.
  2. The best idea I’ve heard for how to stem as many small business (and thus personal) bankruptcies is for the government to immediately back interest free loans administered by banks. Zero interest was nearly done by the Fed. Now they need to come with the guarantees. The condition is that your have to keep most of your employees paid and at similar wages. There will still be some failures (and fraud) but its a small price to pay vs. 20% unemployment.
  3. There will be serious innovation around accommodating work from home. The raw materials are in place but it’s still a rough experience with few firms fully committed to it. After this, more will be willing to do it fully (given the savings) and the tools and culture will follow.
  4. This will give sufficient momentum for a broader government administered healthcare plan. It won’t necessarily be Medicare-for-all as that is too disruptive too quickly but the journey has started.
  5. Sadly, kids are feeling some of the bigger impact not only missing schooling but also sports and other activities that are so important for them. They’re resilient and will bounce back but I feel for the 12 yr olds missing their final year of Little League.
  6. Online shopping will cement itself even further and have a step function shift from retail. Many people will try new things and build new habits.
  7. Amazon will creek and bend under the strain but make it through. That they selectively prohibited some inventory being shipped to their warehouses this week is one sign of them trying to get ahead of it.
  8. The coronavirus will not go away but become another annual SARS class infection we’ll have to deal with. Poorer countries will suffer disproportionately for years.
  9. The FDA (and similar in other countries) will realize the benefits of a streamlined testing and approval process. New drugs being developed by algorithm (like the one now being tested for coronavirus) will become more and more common and partially address the antibiotic resistance issue.
Innovation

Who is buying into IBM’s blockchain dreams?

  • March 10, 2020March 11, 2020
  • by Andy

Blockchain is one of the best examples of a solution looking for a problem over the past decade. Fundamentally important technology that will impact lives in a decade or two but not with this type of approach.

IBM touts its blockchain in its ads as being able to give companies better visibility and understanding into their supply chains. It’s a relatively simple pitch: Companies and consumers want to know where their produce came from, and the blockchain is a distributed, immutable ledger of transactions that theoretically can provide that sort of information to everyone who would want it. In today’s globalized world, supply chains are mind-numbingly complicated, Ramesh Gopinath, IBM’s VP of blockchain solutions, told Protocol.

https://www.protocol.com/ibm-blockchain-supply-produce-coffee

[Read more…]

E-commerce

Amazon is selling its no-checkout tech to other stores,…

  • March 10, 2020March 11, 2020
  • by Andy

This seems an obvious data play. If you squint hard enough, there might be a coherent strategy here:

  1. Have physical retail for items not easily sold online (e.g. perishables w/ Whole Foods), for immediate service (e.g. prepared meals with Amazon Go) and to experiment (e.g. Amazon Go). This allows them the last mile of connecting off and online shopping to customers.
  2. Let others bear the burden of high fixed cost, low-margin real estate

How much we want that is another discussion.

If Just Walk Out takes off, it could upend the entire brick-and-mortar retail system even without shifting ever-greater amounts of shopping online. Yet in announcing the new program, Amazon has chosen not to discuss many fundamental issues, such as how it’ll affect jobs and what it will do with all the data it collects. The company declined to answer most questions for this story, instead referring to a brief question-and-answer section on its website.

https://www.fastcompany.com/90474953/amazon-is-selling-its-no-checkout-tech-to-other-stores-and-we-have-questions
Product Management

Alpha 2020 Product Management Insights Report

  • February 27, 2020February 27, 2020
  • by Andy

Some interesting insights here. The best one being that PMs are now driving most ideas from customer feedback. “Brainstorming” is still far too high but might be conflated with solution ideas for problems/needs to pursue.

However, PMs do not have enough time to talk to customers or run experiments. This takes work and is not the natural orientation of traditional product development teams. Startups have too much to do and not enough resources so this suffers and big companies believe they know what their customers want because they’ve been successful to date. Both lead to bad outcomes for new products.

[Download the full report]

What's tech?

What’s Tech?

  • February 18, 2020February 18, 2020
  • by Andy

I have been thinking a lot about brand especially in the era of Amazon. On one hand, its never been more challenging (read: expensive) to establish a new retail brand. On the other hand, its never been easier and cheaper as long as you’re willing to give a few things up. Oh, and keep an eye on Amazon Advertising. Already takes 95% of my spend.

Also, for the PMs out there, here’s a guide to compensation.

Uncategorized

We underinvest in products with high weight and perceived…

  • February 14, 2020February 14, 2020
  • by Andy

Excellent talk by my colleague, Sonia Marciano, on what product attributes we focus on. We tend to underinvest in things customers give high weight to and have high perceived variance. Translated to the product world, we’re not focusing on the attributes that solve the biggest and most acute needs. Watch for a more comprehensive explanation and examples.

Advertising

Amazon Advertising Drives Higher Returns For Retail Brands Than…

  • February 14, 2020February 14, 2020
  • by Andy

A new report shows how the Amazon machine now expands to digital advertising and is meaningfully threatening the big 2 (Google and Facebook). I have to say, in running multiple small businesses that utilize all three platforms, this is consistent with what I’m seeing. Amazon has greater RoAS and thus gets 95% of my ad spend. Although the returns are under pressure as the flood of people now forced to advertise on Amazon has driven up rates notably in the past two quarters.

A new report from Feedvisor of more than 1,000 U.S. brands shows an increased uptake of Amazon advertising amongst the cohort: 73% of respondents now advertise on Amazon, up from 57% last year. It also confirmed why Amazon is more widely considered a challenger to the incumbent digital advertising platforms, Google and Facebook, particularly for brands selling physical products. Here are three reasons why brands are flocking to Amazon’s advertising platform. 

https://www.forbes.com/sites/kirimasters/2020/02/12/amazon-advertising-drives-higher-returns-for-brands-than-facebook-or-google/#36225a8932e1
Brand

All Your Favorite Brands, From BSTOEM to ZGGCD

  • February 12, 2020February 12, 2020
  • by Andy

Article on the “halo” brand that Amazon has created opening up massive new opportunities for digital small businesses. Amazon is the brand and the brand of the seller doesn’t matter as much. This is a real quandary for traditional brands and why many new D-to-C digital brands have struggled to move beyond core audience and address the Amazon gorilla in the room. Why spend all the time and money to build a brand in retail any more?

Mostly, you’ll notice gloves from brands that, unless you’ve spent a lot of time searching for gloves on Amazon, you’ve never heard of. Brands that evoke nothing in particular, but which do so in capital letters. Brands that are neither translated nor Romanized nor transliterated from another language, and which may contain words, or names, that do not seem to refer to the products they sell. Brands like Pvendor, RIVMOUNT, FRETREE and MAJCF. Gloves emblazoned with names like Nertpow, SHSTFD, Joyoldelf, VBIGER and Bizzliz. Gloves with hundreds or even thousands of apparently positive reviews, available for very low prices, shipped quickly, for free, with Amazon Prime.

https://www.nytimes.com/2020/02/11/style/amazon-trademark-copyright.html

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