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    Data Versus Democracy


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      How Big Data Algorithms

      Shape Opinions and Alter

      the Course of History

      —

      Kris Shaffer

      DATA VERSUS DEMOCRACY

      HOW BIG DATA ALGORITHMS

      SHAPE OPINIONS AND ALTER THE

      COURSE OF HISTORY

      Kris Shaf fer

      Data versus Democracy: How Big Data Algorithms Shape Opinions and

      Alter the Course of History

      Kris Shaffer

      Colorado, USA

      ISBN-13

      (pbk):

      978-1-4842-4539-2 ISBN-13

      (electronic):

      978-1-4842-4540-8

      https://doi.org/10.1007/978-1-4842-4540-8

      Copyright © 2019 by Kris Shaffer

      This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or

      part of the material is concerned, specifically the rights of translation, reprinting, reuse of

      illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way,

      and transmission or information storage and retrieval, electronic adaptation, computer

      software, or by similar or dissimilar methodology now known or hereafter developed.

      Trademarked names, logos, and images may appear in this book. Rather than use a trademark

      symbol with every occurrence of a trademarked name, logo, or image we use the names, logos,

      and images only in an editorial fashion and to the benefit of the trademark owner, with no

      intention of infringement of the trademark.

      The use in this publication of trade names, trademarks, service marks, and similar terms, even if

      they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights.

      While the advice and information in this book are believed to be true and accurate at the date of

      publication, neither the authors nor the editors nor the publisher can accept any legal

      responsibility for any errors or omissions that may be made. The publisher makes no warranty,

      express or implied, with respect to the material contained herein.

      Managing Director, Apress Media LLC: Welmoed Spahr

      Acquisitions Editor: Shiva Ramachandran

      Development Editor: Laura Berendson

      Coordinating Editor: Rita Fernando

      Cover designed by eStudioCalamar

      Distributed to the book trade worldwide by Springer Science+Business Media New York, 233

      Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail

      orders-ny@springer-sbm.com, or visit www.springeronline.com. Apress Media, LLC is a California

      LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM

      Finance Inc). SSBM Finance Inc is a Delaware corporation.

      For information on translations, please e-mail rights@apress.com, or visit http://www.apress.

      com/rights-permissions.

      Apress titles may be purchased in bulk for academic, corporate, or promotional use. eBook

      versions and licenses are also available for most titles. For more information, reference our Print

      and eBook Bulk Sales web page at http://www.apress.com/bulk-sales.

      Any source code or other supplementary material referenced by the author in this book is

      available to readers on GitHub via the book's product page, located at www.apress.

      com/9781484245392. For more detailed information, please visit http://www.apress.com/

      source-code.

      Printed on acid-free paper

      Blessed are the peacemakers.

      Contents

      About the Author vii

      Acknowledgments ix

      Introduction: From Scarcity to Abundance xi

      Part I:

      The Propaganda Problem 1

      Chapter 1: Pay Attention: How Information Abundance Affects the

      Way We Consume Media 3

      Chapter 2: Cog in the System: How the Limits of Our Brains

      Leave Us Vulnerable to Cognitive Hacking 19

      Chapter 3: Swimming Upstream: How Content Recommendation

      Engines Impact Information and Manipulate

      Our Attention 31

      Part II:

      Case Studies 45

      Chapter 4: Domestic Disturbance: Ferguson, GamerGate, and

      the Rise of the American Alt-Right 47

      Chapter 5: Democracy Hacked, Part 1: Russian Interference and

      the New Cold War 67

      Chapter 6: Democracy Hacked, Part 2: Rumors, Bots, and Genocide

      in the Global South 91

      Chapter 7: Conclusion: Where Do We Go from Here? 109

      Index 117

      About the Author

      Kris Shaffer, PhD, is a data scientist and Senior

      Computational Disinformation Analyst for New

      Knowledge. He coauthored “The Tactics and

      Tropes of the Internet Research Agency,” a report

      prepared for the United States Senate Select

      Committee on Intelligence about Russian inter-

      ference in the 2016 U.S. presidential election on

      social media. Kris has consulted for multiple U.S.

      government agencies, nonprofits, and universities

      on matters related to digital disinformation, data

      ethics, and digital pedagogy.

      In a former (professional) life, Kris was an academic and digital humanist. He

      has taught courses in music theory and cognition, computer science, and digi-

      tal studies at Yale University, the University of Colorado Boulder, the

      University of Mary Washington, and Charleston Southern University. He

      holds a PhD from Yale University.

      Acknowledgments

      How do you write the acknowledgments section for a book like this?

      If researching and writing this book has taught me anything, it’s that some

      things are best said in private and, if possible, in person. So in lieu of public

      acknowledgments, I have decided to give a personal, hand-written note to

      those who educated, inspired, or otherwise helped me on this project. And

      hopefully, that note will be delivered in person and accompanied by a drink or

      a meal.

      However, there is one group of people too large to thank individually, but

      whose influence and motivation have been immeasurable. To all my students

      over the years, who have inspired me with their hard work, their brilliance,

      and their desire to make the world a better place, I thank you. May each of

      you make your own dent in the universe and nudge humanity, even a little bit,

      in the right direction.

      Introduction: From

      Scarcity to

      Abundance

      A Brief History of Information

      and the Propaganda Problem

      As long as we’ve had information, we’ve had disinformation. As long as we’ve

      had advertising, we’ve had attempts at “psychographic profiling.” Ever since

      the invention of the printing press, we’ve had concerns about the corrupting

      influence of mass media. But there are some things that are new in the past

      decade. Information is abundant in a way we couldn’t conceive of just a decade

      or two ago, and the new science of recommendation engines—algorithmically

      selected content, based on personal data profiles—dominates the modern

      media landscape. In this
    introduction, we will clear away misconceptions and

      focus on the heart of the problem—the intersection of information abun-

      dance, human psychology, user data profiling, and media recommendation

      algorithms. This is where propaganda finds its way into modern society.

      The Lay of the Land

      Have you ever used a search engine to find a stock photo? Maybe you needed

      a slick header for your blog post, some scenery for your family holiday letter,

      a background for an office party flyer. The results can be pretty good, espe-

      cially if you’re on a professional stock image site (and know how to choose

      your search terms).

      But have you ever used a regular search engine to find images of something

      generic? Try it sometime. Search for images of doctor, then nurse. Professor, then teacher. What do you see?

      Chances are you found some pretty stark stereotypes. White-haired profes-

      sors, wearing tweed, lecturing in front of a chalkboard. Teachers also in front

      of chalkboards, smiling at their eager pupils. Doctors in white coats, deftly

      xi

      Introduction: From Scarcity to Abundance

      wielding their stethoscopes or making notes on their patients’ charts. Nurses

      in blue scrubs, also masters of their charts and scopes. You get the picture.

      Walk through a school, a university, a hospital, a general practitioner’s office,

      though, and you’ll see little that matches these images. Most schools and uni-

      versities abandoned chalk long ago, in favor of dry erase boards and electronic

      projectors. And lecturing to seas of students in rows is increasingly rare,

      particularly with young students. And, by the way, all of these professionals

      tend to dress less formally, and certainly more diversely, than the subjects of

      these search result images.

      Search engines don’t give us reality. They give us the results we expect to see.

      Using a combination of human programming, data from user interaction, and

      an ever-repeating feedback loop of the two, the results of these searches

      gradually become more like the generalizations in our minds. The stereotypes

      we hold in our minds determine what we click on, and those clicks form the

      raw data used by the search engine’s algorithms. These algorithms, in turn,

      form generalizations of expected user behavior, based on our collective clicks,

      and serve up the results we’re most likely to click on, based on that data. We

      perceive, we generalize, we search, we click, the machine perceives (the

      clicks), the machine generalizes, the machine returns results.

      It doesn’t end there. Those search results get used all over the web and in

      print (isn’t that why we were searching in the first place?). Those images

      become part of the backdrop of our view of the world and further fuel the

      generalizations formed by our mind. Thus forms an endless loop: human per-

      ception → human generalization → human behavior → machine perception

      → machine generalization → machine behavior → human perception →

      human behavior … And in each turn through the feedback loop, the stereo-

      type gets more stereotypical. Reality is lost. Though, because the stereotypes

      become part of our media landscape, in a very real sense, reality is also formed.

      But did you notice something else strange about those image results?

      How many of those doctors were men, and how many were women? What

      about the nurses? According to The Wall Street Journal, 32% of doctors in

      the United States in 2012 were women, and the proportion is rising. 1 Is that

      the percentage you saw in your search results? According to the National

      Center for Education Statistics, 49% of tenure-track university faculty and

      57% of non-tenure-track faculty in the United States are women.2 How did

      your professor search results compare?

      1 Josh Mitchell, “Women Notch Progress,” The Wall Street Journal, published December 4,

      2012, www.wsj.com/articles/SB10001424127887323717004578159433220839020.

      2 “Quick Take: Women in Academia,” Catalyst, published October 20, 2017, www.catalyst.

      org/knowledge/women-academia.

      xi i

      Introduction: From Scarcity to Abundance

      Chances are your search results were more stereotype than reality. That’s

      partly our brains’ fault. Our brains make generalizations about what we per-

      ceive in the world, and those generalizations allow us to make predictions

      about the world that help us interact with it more efficiently. Cognitive scien-

      tists have also found that when we form generalizations—called schemas—we

      tend to define those schemas, in part, by contrast with other schemas. In

      other words, we emphasize their differences, often making them more distinct

      from each other in our minds than they are in reality. While this method

      of defining ideas and categories in our mind is usually helpful, it sometimes

      works against us by reinforcing the bias of our environment, including the

      (stereotype-ridden) media we encounter. And when the feedback loop of

      human generalizations, machine generalizations, and media representation

      goes online, that bias gets propagated and reinscribed at near light speed.

      It’s all connected—our media, our memory, our identity, our society. The way

      we interact with the world is directly influenced by the “mental map” we have

      of the world—what’s real, what’s not, and where it all belongs. And while that

      mental map is primarily formed in light of our experiences (with a little help

      from hundreds of thousands of years of human evolution), that map is increas-

      ingly influenced by the media that we consume.

      I say “increasingly” not because something in our brains has changed, but

      because our media landscape has changed so drastically in the last century—

      even the last decade. We have moved from information scarcity to informa-

      tion abundance, from media desert to media ubiquity. And for most—though,

      importantly, not all—humans on this planet, our access to the information

      and media that exists has expanded just as rapidly. Our lived experiences are

      increasingly mediated through media.

      The Limits of Attention

      But one important thing has not changed: the limits of the human body,

      including the brain. Sure, infant mortality3 and life expectancy4 have improved in most societies over the past century, and quality of life has improved for

      many as the result of scientific and humanistic advancement. But the human

      cognitive system—the interaction of the brain and the body, memory and the

      3 “Infant Mortality,” World Health Organization Global Health Observatory (GHO) Data,

      accessed February 5, 2019, www.who.int/gho/child_health/mortality/neonatal_

      infant_text/en/.

      4 “Life Expectancy,” World Health Organization Global Health Observatory (GHO) Data,

      accessed February 5, 2019, www.who.int/gho/mortality_burden_disease/life_

      tables/situation_trends_text/en/.

      xiv

      Introduction: From Scarcity to Abundance

      senses—took its more-or-less modern form tens of thousands of years ago. 5

      The amount of information our brains can hold has not changed, nor has the

      limits of conscious attention.

      And with all the media clamoring for our attention, that attent
    ion has become

      our most precious—if also our most overlooked—resource.

      Let’s step back to the world of search engines for a moment. They can be

      hacked. I don’t mean a full-on security breach (though that’s certainly possi-

      ble). I mean they can be manipulated by highly motivated users. Just as what

      people click on determines (in part) the search result rankings, the terms that

      people search for determine (in part) the terms that pop up on autocomplete

      as you type. (For some fun, go to Google and search for your home country/

      state: “Why is [Colorado] so” and see how Google thinks you might want to

      complete that search.) If the searches typed into a search engine can deter-

      mine the autocomplete terms, then a group of people willing to put the time

      in can search for the same thing over and over again until it dominates the

      autocomplete results, increasing the number of people who see it, are influ-

      enced by it, and click on it.

      This very thing happened in 2016. Members of the so-called alt-right move-

      ment (right-wing extremists, often affiliated with groups espousing hateful

      views like white supremacy, anti-Semitism, and hyper-masculine antifeminism)

      successfully manipulated Google’s autocomplete to suggest racist searches

      and pro-alt-right messages.6 When this manipulation was brought to Google’s

      attention, they responded with changes to the system. But no system is com-

      pletely impervious to hacking.

      Not even the human mind.

      Cognitive Hacking

      Any system that draws conclusions based on statistics, in part or in whole,

      can be gamed by a manipulation of the statistics. That’s how the human brain

      works—over time, the things we perceive are aggregated together into gen-

      eralized schemas, which are constantly changing with new information. (The

      more established schemas change more slowly, of course.) By altering the

      statistical input of the brain, a “hacker” can impact the schemas our brain

      5 Though scientists still debate just how many tens of thousands. See Erin Wayman, “When

      Did the Human Mind Evolve to What It Is Today?,” Smithsonian Magazine, published June

      25, 2012, www.smithsonianmag.com/science-nature/when-did-the-human-mind-

      evolve-to-what-it-is-today-140507905/.

      6 Olivia Solon and Sam Levin, “How Google’s Search Algorithm Spreads False Information

     


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