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专栏 - 财富书签

大数据能否左右选举结果?

Chip Lebovitz 2012年10月24日

《财富》书签(Weekly Read)专栏专门刊载《财富》杂志(Fortune)编辑团队的书评,解读商界及其他领域的新书。我们每周都会选登一篇新的评论。
说白了,选举就是选民在投票日当天,站在投票箱前投票那一瞬间的好恶判断。但是《选战胜利之数据分析》一书提醒我们,每个选民的投票选择实际上是许多因素共同作用的结果,而其中又有许多因素是这些竞选专家们可以操纵和控制的。

    萨沙•伊森伯格的新书《选战胜利之数据分析》(The Victory Lab)中有一章节,讲述了政治竞选专家亚历山大•盖奇会议他在2000年米特•罗姆尼州长竞选中,如何使用全新的数据目标定位系统的故事。

    盖奇通过将选民的消费记录和其政治投票史相结合,确定出在共和党非传统票仓区中,哪些选民是可争取的。盖奇认为自己的工作是革命性的,这不仅开创了政治竞选中使用数据分析之先河,也可以说是所有领域中的头一遭。但是当他做完这番陈述后,罗姆尼竞选副经理亚历克斯•邓恩面无表情地问道:“你的意思是,之前的竞选中都没人这样做过?”

    在2001年,邓恩的惊讶情有可原。尽管自从那时起,一切都发生了很大的变化,但是政治竞选说到底还是一门模拟和分析的艺术。《选战胜利之数据分析》一书就讲述了政治数据挖掘分析技术是如何来确定可争取的选民,进而左右竞选结果的。

    政治家们将伊森伯格的新书称为“政治领域的《点球成金》(Moneyball)”。像盖奇这样的政治竞选专家和《点球成金》影片中的主角、奥克兰竞技者队总经理比利•比恩是一样的,他们都是开创性地运用数据挖掘和分析技术,帮助各自的组织在竞争中脱颖而出。

    尽管在球队做了14年的总经理,但比利•比恩却从未能将队伍带进世界职业棒球大赛。相反,盖奇和其他竞选专家却将数据分析这个技术优势转化为看得见的选举胜利。虽然过去两次总统大选的胜利并不完全都是这些竞选专家的功劳,但运用最先进数据分析技术的阵营连赢了两次却是不争的事实。

    2004年,小布什竞选团队运用先进的数据挖掘分析手段助他赢得了总统大选。四年后,巴拉克•奥巴马在大选中完胜约翰•麦凯恩,部分原因也在于奥巴马团队在数据分析方面要胜过麦凯恩团队一筹。

    伊森伯格似乎采访了竞选数据分析领域的所有人,但是这个话题本身就注定了这本书不会那么通俗易懂。用数据事实说话不假,但是过于纷繁的数据反而会令人感到困惑和无所适从。读完此书,除了寥寥的几个实验结果,或许读者很难再记起其他内容。建议在阅读时准备一支笔,这样就可以随时记下一些关键的数据。

    但伊森伯格在书中给出的材料如此之丰富和详实,读者一定会手不释卷地一读到底。就算是对某些随机实验结果的解读分析读起来也是饶有趣味。比如,在谈到“微目标定位”技术时,他给出了2010年参议员改选时,科罗拉多州参议员迈克尔•班尼特是如何借此技术多获得25,000张选票的故事。这个数字乍看起来或许并不起眼,除非你知道,在这场竞选中,只要获得15,000张选票就可稳操胜券。

    伊森伯格不愿意对政治竞选数据挖掘技术做出过于言之凿凿的预测。考虑到不少政客开始把它定义为“左右竞选胜利的关键因素”,这不失为明智之举。说白了,选举就是选民在投票日当天,站在投票箱前投票那一瞬间的好恶判断。但是《选战胜利之数据分析》一书提醒我们,每个选民的投票选择实际上是许多因素共同作用的结果,而其中又有许多因素是这些竞选专家们可以操纵和控制的。

    译者:唐昕昕

    There's a powerful vignette in Sasha Issenberg's The Victory Lab in which political consultant Alexander Gage presents his new data targeting system to Mitt Romney's 2002 gubernatorial campaign.

    Gage has combined consumer records with political voting history to identify potential Romney supporters among nontraditional Republican voting blocks. Gage sees his work as revolutionary -- a first in politics, and potentially a first anywhere. Yet just as he completes his presentation, Romney's deputy campaign manager Alex Dunn raises his hand and deadpans, "You mean you don't do this in politics."

    Dunn's surprise was not out of place in 2001. And while much has changed since then, politics remains an analog art in many ways. The Victory Lab charts the recent history of political data mining designed to identify persuadable voters and swing elections.

    Politico has called Issenberg's book "Moneyball for politics." There are obvious parallels between political operatives like Gage and the protagonist of Moneyball, Oakland Athletics general manager Billy Beane. Both pioneered data-centric techniques that gave their respective organizations a leg up over the competition.

    Yet in his 14 years as GM, Billy Beane has yet to make it to the World Series. By contrast, the work of Gage and other data-mining political consultants has translated directly into electoral success. These operatives may not have singlehandedly won the past two presidential elections, but the side that had the most advanced data-driven mobilization efforts went a perfect 2-0.

    The George W. Bush campaign's sophisticated data mining helped the president win reelection in 2004. Four years later, Barack Obama defeated John McCain in part because the Obama campaign outclassed McCain's operatives on the data front.

    Issenberg seems to have interviewed everyone who's anyone in the field of political statistics, but his subject matter doesn't necessarily lend itself to prose. Numbers have power, but too many of them can addle rather than inform. After reading the book, you'll probably remember the outcome of a few experiments, but be stuck scouring your brain for the results of the rest. Readers are advised to keep a pen and pencil handy when reading The Victory Lab, so they can jot down key stats.

    Yet Issenberg's material is sufficiently gripping that you'll want to keep turning the pages, even if it means deciphering the results of yet another randomized trial. For example, micro-targeting efforts on behalf of Senator Michael Bennett (D-Colo.)'s 2010 Senate reelection campaign likely spurred 25,000 additional Bennett votes. That might not seem like a big number, until you consider that the race was decided by 15,000 votes.

    Issenberg avoids sweeping predictions about the future of political data mining. That's probably wise, given that political professionals tend to define the future as Election Day. Campaigns at their simplest are a one-day snapshot of personal preference. The Victory Lab reminds us, however, that every individual choice is the result of a thousand factors, many of them subject to manipulation by political operatives.

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