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27 March 2020

Ben Cohen on the Science of Winning Streaks

3Frameworks
12Insights

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Frameworks in this episode

Insights & moments

The myth-busts, hot takes, explainers, and tools worth keeping.

Myth Buster· 1

Myth Buster22:10

Spotify Fixed Shuffle by Making It Less Random

Spotify and Apple faced complaints because genuinely random playback sometimes repeated an artist or song. They adjusted their algorithms to distribute content more evenly, sacrificing technical randomness to deliver the variety listeners actually expected.

  • Pure randomness naturally produces repetitions and clusters.
  • Users interpreted genuine random runs as evidence of a broken system.
  • Even distribution feels more random to listeners.
  • Product design should satisfy the underlying need, not a literal label.

“People don't want randomness, they want variety”

Ben Cohen · 24:22

“to make it feel more random. They actually had to make it less random”

Ben Cohen · 23:33
#spotify#product-design#randomness#user-experience

Explainer· 3

Explainer10:31

Why Real Randomness Looks Fake to the Human Mind

Statistician Andrew Gelman can distinguish genuine coin-flip sequences from invented ones because people avoid long runs when fabricating randomness. Real random sequences contain uncomfortable clusters such as seven heads in a row, while imagined sequences alternate too neatly.

  • People underestimate how often random streaks occur.
  • Invented sequences usually contain excessive alternation.
  • A sequence that looks suspiciously streaky may be genuinely random.
  • Human intuition is poorly calibrated for randomness.

“the real one is the one that looks fake.”

Ben Cohen · 11:50

“you won't do seven heads in a row. That just seems wrong.”

Ben Cohen · 11:57
#randomness#statistics#cognitive-bias
Explainer15:17

The Statistical Bias That Revived the Hot-Hand Debate

Josh Miller and Adam Sanjurjo found that looking retrospectively at outcomes following runs introduces a negative bias. A shooter's apparently ordinary performance after consecutive successes could therefore be evidence of improved performance rather than evidence against it.

  • Conditioning on prior outcomes changes the relevant comparison.
  • The old analysis expected too high a post-streak baseline.
  • A 50% result after a run could exceed the corrected expectation.
  • The revised effect was discussed as roughly twelve percentage points.

“It's it's biased in a negative direction.”

Ben Cohen · 16:23

“What it actually was was evidence for the hot hand all along”

Ben Cohen · 17:11
#hot-hand#sampling-bias#basketball#statistics
Explainer43:16

How Shane Battier Created Value That Box Scores Missed

Battier lacked impressive conventional statistics but consistently improved his team's performance. His defense against Kobe Bryant combined positioning with deliberate psychological restraint, demonstrating why plus-minus and contextual analysis can reveal value hidden by box scores.

  • Battier did not score, rebound, or assist at star levels.
  • His teams performed better while he was on the floor.
  • He avoided trash talk because provoking Kobe could improve Kobe's play.
  • Season- and career-level plus-minus can reveal sustained impact.

“he was someone who the NBA did not value properly because he did not have great stats.”

Ben Cohen · 43:56

“trying to trash talk Kobe was the worst thing that you could do because it would get him.”

Ben Cohen · 44:46
#shane-battier#kobe-bryant#analytics#defense

Story· 4

Story24:28

How NBA Jam Turned the Hot Hand Into a Billion-Dollar Mechanic

Game designer Mark Turmell combined basketball, video games, and a fascination with fire in NBA Jam. Consecutive baskets triggered an escalating audiovisual reward and eventually made the player unable to miss, turning streak psychology into the game's defining attraction.

  • NBA Jam earned a billion dollars in quarters in its first year.
  • Several made shots triggered the phrases “he's heating up” and “he's on fire.”
  • The ball became a fireball during the streak.
  • The mechanic reinforced a generation's belief in the hot hand.

“In the first year of its existence, it made a billion dollars in quarters.”

Ben Cohen · 25:14

“what happens when you're on fire is that you cannot miss.”

Ben Cohen · 25:57
#nba-jam#game-design#hot-hand#psychology
Story32:30

The Tweet That Put NBA Free Speech Against Its China Business

Daryl Morey's tweet supporting Hong Kong threatened a relationship the NBA had cultivated in China for decades. The episode exposed the collision between American free-speech norms and the commercial constraints companies face when operating in China.

  • China was described as the NBA's most important foreign market.
  • Games were played but not broadcast in China.
  • Adam Silver estimated losses around $400 million.
  • The controversy illustrated geopolitical risk created by a single employee's speech.

“the one tweet imperiled that relationship overnight.”

Ben Cohen · 34:01

“it pitted like American democratic norms of free speech against like trying to do business in China.”

Ben Cohen · 34:29
#nba#china#free-speech#geopolitics
Story36:12

The Chaotic Night That Unlocked Steph Curry's Career

After a fight, a fine, a missed team bus, and a police stop, Curry played all 48 minutes against the Knicks and scored 54 points. His 11 three-pointers helped the Warriors recognize that they could organize an entire team around his shooting ability.

  • Curry made 11 of 13 three-point attempts.
  • He scored 54 points without leaving the game.
  • The performance changed how the Warriors viewed his potential.
  • His three-point volume and scoring rose markedly after the game.

“he has the single greatest shooting night of his career.”

Ben Cohen · 39:59

“what they were able to do after that night is build a team around Steph Curry's remarkable ability to shoot a basketball”

Ben Cohen · 40:20
#steph-curry#warriors#basketball#breakthrough
Story53:13

The Three-Point Line Began With a Doomed Rival League

The three-point line was first tested by the short-lived American Basketball League, founded by Harlem Globetrotters impresario Abe Saperstein. George Steinbrenner, then owner of the Cleveland Pipers, participated in debates over its placement, while Saperstein ultimately chose the distance still used by the NBA.

  • The American Basketball League preceded the ABA and its merger with the NBA.
  • Abe Saperstein introduced the professional three-point experiment.
  • George Steinbrenner owned the Cleveland Pipers and voted on the line's placement.
  • The NBA line remains 23 feet 9 inches from the basket.

“It's exactly where A sa Perstein decided it should be sixty years ago.”

Ben Cohen · 55:31

“George Steinbrenner before he bought the New York Yankees.”

Ben Cohen · 54:21
#three-point-line#nba-history#innovation#basketball

Takeaway· 4

Takeaway49:46

Winning Teams Find Talent the Market Still Misprices

Cohen argues that professional teams gain an advantage by finding players whose skills became valuable faster than conventional evaluation could adjust. Duncan Robinson's rise from Division III and the G League to elite NBA shooting illustrates how rule changes and strategic evolution can reprice overlooked talent.

  • Market evolution can make an ignored skill suddenly scarce and valuable.
  • Duncan Robinson went undrafted before becoming an elite three-point shooter.
  • Salary caps make true superstars underpriced relative to their impact.
  • Teams can also create value by finding overlooked role players at the margins.

“the most interesting guys in the league are the ones who were misvalued for some reason”

Ben Cohen · 50:09

“the only way to win in professional sports now is to find the nf agiencies in the market”

Ben Cohen · 51:56
#market-inefficiency#talent#nba#valuation
Takeaway59:20

Writing a Book Made Cohen Better at Newspaper Stories

Cohen completed the book over roughly eighteen months while retaining his full-time reporting role, using early mornings, weekends, and forgone vacation. He found that long-form writing exercised different creative capacities and improved his shorter Wall Street Journal work.

  • The manuscript took about eighteen months to write.
  • Cohen relied on early mornings and long weekends.
  • He reduced television and vacation time to create capacity.
  • Long-form work acted as cross-training for shorter journalism.

“writing a book made me better at writing stories for the wallstre Journal.”

Ben Cohen · 1:00:13

“It was sort of like cross training in a sentence”

Ben Cohen · 1:00:17
#writing#cross-training#journalism#books
Takeaway1:30:00

Young Journalists Should Treat Their World as an Exclusive Beat

Cohen advises young reporters to recognize that ordinary knowledge within their generation may be novel to senior editors and readers. By treating their own age group and online culture as an anthropological beat, they can uncover stories established journalists cannot see.

  • Age and peer networks provide differentiated knowledge.
  • Familiar youth culture may be unfamiliar to newsroom decision-makers.
  • Cohen's first front-page story used his awareness of the Dougie dance craze.
  • Reporters can turn lived experience into an information advantage.

“you almost think of your world as like this subculture to mine, like you are an anthropologist”

Ben Cohen · 1:30:35

“what you know is actually pretty interesting”

Ben Cohen · 1:31:14
#journalism#career-advice#youth-culture#storytelling
Takeaway1:31:21

Modern Sports Writers Need Quantitative Fluency

Cohen regrets not studying economics, psychology, statistics, or computer science in college. As sports increasingly depend on analytics, journalists who can interpret data and code can discover stories that remain invisible through conventional reporting alone.

  • Statistics has become essential to understanding modern sports.
  • Coding expands a journalist's ability to investigate data independently.
  • Economics and psychology provide useful explanatory models.
  • Numbers can identify the pattern around which a compelling narrative is built.

“I wish I knew how to write code, and I wish I knew how to like really understand um statistics”

Ben Cohen · 1:31:51

“you can really use numbers and then try to build stories around them”

Ben Cohen · 1:32:03
#sports-journalism#statistics#coding#career-skills