Cedric Chin Profile picture
Publishes https://t.co/jDXGXZVHqH. Tweets about books & the art of business, from the perspective of an operator. https://t.co/8gO6sUlhUM
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Feb 28 20 tweets 5 min read
Here's a secret I learnt after spelunking in the expertise + learning research literatures for ~3 years: the quoted tweet is correct, but not if your goal is to have kids do well in school.

The quoted tweet is only correct if you want them to be good at DOING, not exams. In other words, Justin's response tweet below is ALSO correct, but just in a different context of use:
Feb 18 11 tweets 3 min read
I no longer suffer from information overload.

My mind has space to think, and I know how and what to consume.

The secret is not a new tool. It's not a new workflow.

It's an internal stance that's simple yet dangerously effective. I call it 'Outcome Orientation'. How it feels is amazing: I live in a completely different information environment. I feel like folks around me are losing their minds over the latest fiasco, or hot topic du jour.

I pay attention to it, extract what I need, and then move on.

More:

commoncog.com/outcome-orient…
Feb 4 10 tweets 3 min read
I think the series I'm most excited to write this year, that is taking up the majority of my research time, is The Asian Conglomerate Series.

I don't think a good expository series on many Asian tycoons exist. And if they do exist, they're typically written with the smugness and distance of a journalist.

Landing page for the series is up: commoncog.com/the-asian-cong…Image
Oct 23, 2024 5 tweets 1 min read
One thing I’ve been thinking about, related to yesterday’s Commoncog essay, is that effective people tend to be perfectly ok doing things that work, without immediate care for theory.

Theory can catch up later. Contrast that to folk who want models for everything they do, and will eagerly tell you their latest pet model / framework / theory for sales or whatever, and it all sounds very sophisticated, and you check their track records and indeed they’re not very … good?
Oct 20, 2024 7 tweets 2 min read
Friend sent me the Ribbonfarm is Retiring piece and it contains some neat observations (blogging was a ZIRP phenomenon … except I was active in blogging in 2005? And Technorati was ascendant in 2006?) Image Ultimately it was classic Ribbonfarm, right up to the end.

And by that I mean there are folks who make up models to be useful, and there are folks who make up models for the sake of making up models, accuracy or usefulness be damned, and Ribbonfarm belonged to the latter.
Sep 2, 2024 14 tweets 3 min read
I am legitimately surprised so many people are citing Paul Graham’s “Founder Mode”
so uncritically.

Yes, we know founder-led companies are run better + differently. There are decades of evidence for that. But ‘founder mode’ is so vague that it’s untestable. “Founder mode good. Founder mode do thing different from manager mode. Founder mode is run company different from manager.”

The information content of the essay is nearly zero, if you’re practically minded.

Because how are you going to test this to your own context?!
Jul 2, 2024 12 tweets 3 min read
Every Wednesday morning, Amazon’s leaders look up 400-500 metrics in a single hour.

Here’s why they do this, why it works, and how it helps them win: commoncog.com/the-amazon-wee… Wait, a metrics review meeting can help them win?

Well … yes, because it really isn’t a metrics review meeting, is it?

The WBR is really a mechanism to identify, operationalise and distribute a causal model of the business into the heads of entire company leadership.
Jun 19, 2024 23 tweets 4 min read
I seem to have been sleeping on the whole ‘be a serious person’ / ‘you are not serious people’ meme.

It’s a good line! Specifically, this banger of an essay:

(h/t @DRMacIver)

Wow!experimental-history.com/p/surely-you-c…
Apr 11, 2024 16 tweets 4 min read
When @sjataylor and I started working on Xmrit together, one of the big questions we had was: why haven’t these methods spread outside of manufacturing?

In a previous life, Sam worked IN manufacturing. He was highly skeptical that it could be applied more generally. “Except for healthcare” he joked, “in Six Sigma healthcare was always the pet example they rolled out when they wanted to say ‘Look! It’s used outside factories!’”
Mar 24, 2024 16 tweets 5 min read
I'm actually starting to suspect that the best manufacturers have more to teach software folk than vice versa.

This is not a strong opinion, and I want to retain the ability to revise it.

But manufacturing is harder, older, and lower margin. This is, incidentally, the premise of an entire book: amazon.sg/Lessons-Titans…
Mar 20, 2024 20 tweets 4 min read
I think some operator folk shy away from writing publicly because they think “ugh, I don’t want to be an internet intellectual.”

But there’s actually a writing-related advantage from being a doer not a writer. This is a tension that I’ve come up against a lot. @KrisAbdelmessih likes to say that I’m a ‘scientist trapped in an operator’s body’ — I take that as a compliment! — but there have also been folk who go “I think you’re a scholar not an operator” when they first find my writing.
Feb 24, 2024 13 tweets 3 min read
About four years ago, I started a series on tacit knowledge.

The latest entry was earlier this week: an interview with @stephen_zerfas. Stephen used some of the ideas in the series to accelerate his own software engineering expertise. If you ask experts how they're able to do what they do, they'll often say something like "it just feels right."

So it's often not useful to ask 'why'.

Stephen used a model of expert intuition called Recognition Primed Decision Making, which gave him better questions. Image
Feb 3, 2024 6 tweets 2 min read
I hope one of the implications of my Becoming Data Driven essay is clear: that you need to be able to act in order to establish causality.

e.g. you THINK X is a causal factor for Y, but the quickest way to verify is to go do X. Then stop. Then start again. But I realise this is so easy to say but so hard to do for most org contexts.

Say for instance in order to do X you need sign off from multiple departments: product needs to know, engineering needs to do some work, marketing, etc on down — and this can be hard to get.
Jan 31, 2024 16 tweets 4 min read
A huge part of why I feel very strongly about ‘Becoming Data Driven’ is that I feel that data analysts aren’t well served by existing writing on the topic.

(The other part is that I’m a business nerd and want to get better at operating, but I think that’s obvious). It strikes me that the bulk of online writing about data focuses on second order topics.

- modern data modeling
- the modern data stack
- should your data team be organised as a product or a service org?
- how to build data products

These are important, don’t get me wrong …
Jan 17, 2024 9 tweets 2 min read
In order to be data driven, you need lots of data, which is why when Deming addressed Japan’s post war companies, with their food shortages, starving workers, and bombed out factories, he told them “I’m so sorry, process control will not work for you, you’re on your own.” (This, to be clear, is a joke. You don’t need a lot of data when you’re using data to check for change):

Jan 14, 2024 16 tweets 3 min read
Am idly plotting how to get all the major business intelligence tool vendors to adopt Process Behaviour Charts as one of the default visualisation types. Yes it’s a dumb chart but it’s shocking how badly distributed it is.
Jan 12, 2024 18 tweets 4 min read
For those who have been looking into Understanding Variation and had your mind blown and your view of data completely transformed, you will naturally ask why process behaviour charts aren’t more popular outside of lean or manufacturing circles.

Good question! A short thread. Part of it is branding, for sure.

PBCs been stuck in manufacturing and medical contexts, usually under the banner of lean or ‘quality engineering’. As a result, the vast majority of people think it only applies to production.
Dec 30, 2023 27 tweets 6 min read
Ironic that the highest impact book I read in 2023 was also the shortest. Image (That’s Donald Wheeler’s Understanding Variation, by the way, which has fundamentally changed how I work as an operator).
Dec 27, 2023 10 tweets 3 min read
The biggest thing I’ve learnt over the past 5 years is that often, the most useful pieces of knowledge are hidden in plain sight, just labelled with terrible names.

This is very encouraging! It means it’s very likely that someone has figured out something you want to know. Example: if you’re looking for practically useful expertise acceleration techniques, digging into expertise research will just yield Deliberate Practice research.

Which has problems.
Dec 15, 2023 18 tweets 5 min read
I’m currently working my way through Damn Right!, Janet Lowe’s biography of Charlie Munger, and I have to say, the following bit just made me laugh out loud.

What a character!
Image
Image
Finished the book. Recommended.

The most interesting bits to me were Munger’s formative business experiences. He burned an entire decade on a shitty business, age 26-37, WHILST going through a divorce and watching his first son die Image
Dec 7, 2023 24 tweets 5 min read
I wrote a months-long series of posts on becoming data driven in business.

At first, the ideas were from Amazon (and W. Edwards Deming). But then I started putting them to practice.

Most of these posts are for Commoncog members.

Here’s a thread of the big ideas. 1. “Management is prediction.”

In order to run a business well, you need to be able to predict the outcomes of your business actions.

Not being able to do so means that you are running your business on superstition.