This an outline of a talk by Robin Hanson at the Digital Convergence '95 Conference, given in Tokyo, Sept. 28, 1995. This outline is available at:
http://www.hss.caltech.edu/~hanson/dc95talk.html

Idea Futures - A Better Consensus for Public Debate


Abstract

On important questions of fact, like global warming, mass media usually form a "consensus", a commonly-perceived weight given to the different possible answers to the question. Many complain this consensus is biased, by the ideologies of reporters, the interests of owners, sponsors, or sources, or by what makes a dramatic story.

As currently conceived, new digital media may not help much. Sure anyone can publish on the web, but editors remain crucial to managing the flood. More help will come when web links can followed backwards, making criticism easy to find. But maybe we can do much better.

Imagine having betting markets on most disputed questions, with the going odds treated socially as the current consensus. Imagine that pundits are expected to "put up or shut up" and accompany claims with at least token bets, and that statistics are collected on how well people do. Imagine that public interest groups subsidize pools on questions of interest to them, and that anyone could play, to take a stand on an important issue, to insure against risk, or just for fun. Imagine "Idea Futures".


Feiffer Cartoon, 1989

1,000,000 CHINESE IN TIANANMEN SQUARE.
1,000 CHINA EXPERTS ON TV. ALL WHITE.
1,000,000 CHINESE DEMONSTRATE FOR DEMOCRACY.
1,000 EXPERTS PREDICT LIBERAL CHANGES, FALL OF HARD-LINERS.
HARD-LINERS DEFEAT DEMONSTRATORS, ARREST LIBERALS.
1,000 EXPERTS CHANGE THEIR MINDS.
HARD-LINERS RETAIN POWER. DEMOCRACY LOSES.
EXPERTS RETURN TO FOUNDATIONS UNTIL NEXT TIME.
EXPERTS NEVER LOSE.

This cartioon reflects wide-spread skepticism about media & "pundit" incentives. If experts never lose, why should they try hard to be accurate?


Or consider the controversial topic of global warming, illustrated by this cover story

Forbes cover, December 25, 1989:

THE GLOBAL WARMING PANIC

A CLASSIC CASE OF OVERREACTION

On important questions of fact, like global warming, mass media usually form a "consensus", by which I mean a commonly-perceived weight given to the different possible answers to the question. And when we are not an expert on a subject, and don't know and trust someone who is, we need some such "consensus" institution to inform our decisions.

However, many complain the media consensus we see is biased, either by the ideologies of reporters, the interests of owners, sponsors, or sources, or by what makes a dramatic story. Sure reporters would like to be right, all else equal. But so much else is going on that it is easy to be skeptical.

Can we do better?


Is Academic Committee Consensus Better?

Academics often respond to such perceived problems with media consensus by saying that the mass media should just defer to and report on academic consensus. For example, 2500 experts worldwide formed the United Nations Intergovernmental Panel on Climate Change (IPCC), recently published this consensus.

How Much Will New Digital Media (like the W.W.W.) Help?
  • can distribute more faster
  • easy for anyone to publish,
  • easier to follow citations to sources,
  • easier to search for stuff with same keywords
  • (soon) easy to find direct rebuttals to item
Yes, it will be easier to research subjects yourself.
But we usually won't bother, and so possibly-biased editorial judgement will still rule. More access to detail doesn't substitute for a good consise consensus.


For example, this is the best I could find, via web search, on whether there will be a revolt in Chinese anytime soon:

Alvin Toffler, Wired, November 1993:
We cannot expect China ... to settle down into some kind of stable political economic order in 10 years. We're looking at a really long period of potential instabilities. Potentially serious instabilities.

Neal Stephenson, Wired, February 1994:
Sometime within the next couple of decades, I'm expecting to turn on CNN ... and see ... a heap of smashed and burning cellphones, satellite dishes, and television sets piled up in a public square in Shenzhen, and ... a vigorous new leader in Beijing.

Note no citations, no rebuttals, little precision, and their dated.
On global warming, I find

Rush Limbaugh, The Way Things Ought to Be:
"Al Gore's book is full of calculated disinformation. For instance, he claims that 98 percent of scientists believe global warming is taking place. However a Gallup poll of scientists involved in global climate research shows that 53 percent do not believe that global warming has occurred, 30 percent say they don't know, and only 17 percent are devotees of this dubious theory."

Debunking Rush Limbaugh on the Environment, Environmental Defense Fund, 1994
Even though polling is if doubtful relevance for determining the scientific truth of any proposition, it should be pointed out that nowhere in the actual poll results are there figures that resemble those cited by ... Limbaugh. ...

Easy to find criticism like this helps those willing to dig a little.
But notice debate is just on what is the academic consensus.

Metanews: Global climate change
http://www-formal.stanford.edu/jmc/progress/globalwarming2
CTB: rising seas
So should we be resigned to only minor improvements? Actually, I think we can do much better. Consider this recent headline article:

Los Angeles Times, headline Sept. 21, 1995:

AT&T Will Split Into 3 Companies

Why ...? Because companies that try to do too many things at once get in their own way, AT&T Chairman Robert E. Allen suggested Wednesday. ... Telecommuncations analysts and consultants agreed, and so did investors, as they boosted AT&T stock 10.6%.

Notice: While the question of whether this move is good for AT&T profits is complex and potentially contentious, here the media report a clear consensus. Why? Because here a market exists and offers this consensus, and because business reporters are willing to defer to a market consensus -- it seems less open to manipulation by interested parties.

Maybe we should consider trying to make other news more like business news.


A related mechanism was proposed long ago to improve on incentives inacademic peer review

During the scientific revolution (1651), Chemical physicians, excluded by the standard physicians from teaching in the British schools, repeatedly offered challenges like the following:

Oh ye Schooles. ... Let us take out of the hospitals, out of the Camps, or from elsewhere, 200, or 500 poor People, that have Fevers, Pleurisies, etc. Let us divide them into halfes, let us cast lots, that one halfe of them may fall to my share, and the other to yours; ... we shall see how many Funerals both of us shall have: But let the reward of the contention or wager, be 300 Florens, deposited on both sides: Here your business is decided.

They proposed to bet on the question. Bets are a long-established cure for excessive verbal wrangling - you put your money where your mouth is.
Maybe we could make science and other news more like business news my creating lots of betting markets. (This is a ubiquitous markets vision.)

Imagine "Idea Futures": This consensus is: open, universal, neutral, cheap, clear, self-consistent, responsive, expert, maximally predictive

For this consensus institution, there's a clear incentive to be honest and careful in contributions.
Anyone who believes the consensus is wrong expects to make money by betting and correcting it. It is harder to accuse this this consensus of being biased.

There are many technical issues regarding how to allow ubiquitous betting markets, but for now I'll just try to make clear what they could mean. (Feel free to raise such issues in the question period.)


Let's look at a test (play-money) Idea Futures market on the web, (the following 9 pages need to be cached for the talk)

Web Game begun by Sean Morgan, where 1500 people now bet on 200 questions of their choosing.
Player Scores we play for bragging rights
Current Market Odds

Death of Deng triggers Revolt
Deng Revolt price history
Deng Revolt Book

1m Rise in Sea Level by 2030
Sea Level price history
Sea Level Book

Robin's Transaction Form (not included here)

Scenarios

Continental Drift

In 1915 German meteorologist Alfred Wegener published his theory of continental drift, which he had collected extensive evidence in support of. But contemporaries considered his theory to be "impossible", and Wegener died an intellectual outcast in 1930 [Mar]. Yet in the 1960's his theory began to be taken seriously, and is now the established view. Wegener eventually gained fame, but overall academia seems to discourage activity like his. Some of Wegener's peers, for example, probably found his thesis plausible, but decided that to say so publicly would be a poor career move.

With idea futures, Wegener could have opened a market for people to bet on his theory, perhaps to be judged by some official body of geologists in a century. He could have then offered to bet a token amount at, say, 1-4 odds, in effect saying there was at least at 20% chance his claim would be vindicated. His opponents would have had to either accept this estimate, and its implications about the importance of Wegener's research, or bet enough to drive the market odds down to something a little closer to "impossible". They could not suppress Wegener merely by silence or ridicule.

As Wegener increased his stake, buying more bets to move the price back up, his opponents would hopefully think just a little more carefully before betting even more to move the price back down. Others might find it in their interest to support Wegener; anyone who thought the consensus odds were wrong would expect to make money by betting, and would thereby move the consensus toward what they believe. Everyone would have a clear incentive to be careful and honest!

The market would encourage more research related to continental drift, as one could make money by being the first to trade on new relevant information. Eventually the evidence would more clearly tip in Wegener's favor, and the price of his bets would rise. Wegener, or his children, could then sell those bets and reap some rewards. While those rewards would not make up for years of neglect, at least he would get something.

As the controversy became settled, and opinions converged, people would gradually sell and leave the market. Few people, if any, need be left for the final judging, which could usually be avoided (using mechanisms to be described below).


Cold Fusion

A more recent controversy began in March 1989, when Pons and Fleishman announced "fusion in a jar" at a dramatic press conference. In the months that followed, media aftershocks of confirmation attempts were tracked by thousands of scientists and others, who argued with each other about the chances of cold fusion being real. Proposals to bet came up often, even in the public debates. Critics, uncomfortable with airing scientific disputes in public, complained that Pons and Fleishman broke the rules by going to the popular media instead of through normal peer review channels, unfairly gaining extra attention and funding. Supporters countered that popular media spread information quickly to other scientists; cold fusion, if right, was too important to wait for normal channels.

In the journal Science, Robert Pool speculated that a market in cold fusion might have gone something like Figure 1 [Poo]. If there really had been a betting market, then there would have been a market price that journalists like Pool could publish as news. A table of going prices might appear on the science page in the newspaper, much like the stock page in the business section, conveying current scientific opinion better than the current "balanced" interviews with extremists on all sides. It's been suggested [Ze] that the added information in betting market prices might have helped resolve the debate more quickly

Figure 1 A Hypothetical Market in Cold Fusion

There needn't be a conflict between going through slow proper channels and getting the word out, if a fast market were a proper channel. The effect of staged media events might be reduced as it might not be news if the price didn't change; advocates would have to convince, not the average listener, but those people willing to make bets. Remaining biases, such as the overconfidence evident in figure 1, would be reduced by technical and other trading specialists.

Cold fusion businesses would have been less risky to start. As it was, a new fusion business had to bet both that cold fusion was real, and that they were the best group to develop and market it in that case. With idea futures they could, by both starting a business and betting against cold fusion (essentially taking out insurance), really only be betting on their ability to develop cold fusion if it were real.

Insights from a great many people whose opinions on the cold fusion controversy were ignored, such as inarticulate people and those without Ph.Ds, could have been integrated in a decentralized manner. Popular play would end up subsidizing professional efforts on questions of popular interest, offering more "direct democracy" in setting research priorities.


Neutrino Mass

Betting markets could also function in the absence of overt controversy, as in the following (hypothetical) story.

Once upon a time the Great Science Foundation decided it would be a "good thing" to know the mass of the electron neutrino. Instead of trying to figure out who would be a good person to work on this, or what a good research strategy would be, they decided to just subsidize betting markets on the neutrino mass. They spent millions.

Soon the market odds were about 5% that the mass was above 0.1eV, and Gung Ho Labs became intrigued by the profits to be made. They estimated that for about $300K spent on two researchers over 3 years, they could make a high confidence measurement of whether the mass was above 0.1eV. So they went ahead with the project, and later got their result, which they kept very secret. While the market now estimated the chance of a mass over 0.1eV at 4%, their experiment said the chance was at most 0.1%.

So they quietly bought bets against a high mass, moving the price down to 2.5% in the process. They then revealed their results to the world, and tried their best to convince people that their experiment was solid. After a few months they mostly succeeded, and when the price had dropped to 0.7% they began to sell they bets they had made. They made $400K off of the information they had created, which more than covered their expenses to get that information.

Or course if Gung Ho Labs had failed to convince the world of their results, they would have faced the difficult choice of quitting at a loss, or holding out for the long-term. No doubt a careful internal review would be conducted before making such a decision.

Gung Ho would be free to use peer review, tenure, and fixed salaries internally, if they are effective ways to organize workers. The two researchers need not risk their life savings to be paid for their efforts. But the discipline of the external market should keep these internal institutions from degenerating into mere popularity contests.


Killer Peanut Butter

Once upon another time, Munchem Biolabs found compelling evidence that peanut butter was more deadly than most pesticides, a conclusion that Lunch Industries Exclusive (LIE) wanted desperately to suppress. LIE's usual procedure was to fund a bunch of competing studies to come to opposite conclusions, which usually kept the waters muddy enough that legislators and customers would ignore it all. But this time they had to deal with an idea futures market on the question, and the public was beginning to take the odds in such markets seriously.

Munchem had moved the market odds of deadly peanut butter up rather high. LIE now had two choices; either they could use overwhelming cash to move the odds back down, or use competing studies, advertising, etc. to persuade others to bet on their side.

If they bet alone, they would know they were throwing their money away with no obvious limit on future spending. Not only might Munchem find allies, but LIE employees who knew they were bluffing might be tempted to pick up a little free money with some anonymous bets. If word of Lunch's bluff got out, as insider information often does, investors would flock in and wipe out the effect of LIE's bets.

If LIE tried to throw away other people's money through a persuasion campaign, they would face a market dominated, as most liquid markets are, by battle-hardened speculators. These investors, not easily persuaded by clever jingles, would quickly hook up with research insiders, who generally know which labs tend to find whatever results their funders want.

So in the end, Lunch Industries accepted the market odds, and began research on non-toxic peanut butter.


These are available in case they would help respond to questions.

Why it works:
  • With enough time and diverse attention, beliefs about any one question of fact tend to converge.
  • Markets create a consensus about the value of transferable identical ownable items.
  • Futures markets create current consensus about future market consensus.
  • Bets create transferable identical ownable items tied to specific ideas.


Problems

  • anti-gambling laws
  • costs of transactions, judging, indexing, etc.
  • moral hazard
  • slow unsure resolution
  • slippery language
  • never certain
  • biased judges


Robin read read the above talk, largely word for word, in English, and it was transalted into Japanese on the fly. Following presenting the above talk, Robin Hanson and Joichi Ito discussed the topic informally in English.