Development in Progress
The concept of progress is at the heart of humanity’s story. | Jul 16, 2024
For over a century, psychologists have known the power of coercion to direct behavior. Under certain conditions, people can be manipulated into thinking and behaving in ways that override their critical faculties and personal choice—the mind can be “hacked.”[1] Today we are living in a new era of propaganda and psychological coercion emerging from the intersection of behavioral science, neuroscience, data science, and artificial intelligence. The result is a problem of world historical significance. In this paper, the fourth in our series on propaganda, we describe how a small group of technologists has created machines with the potential to systematically undermine individual autonomy—and thereby the sovereignty of democratic nation states.
It has been more than a decade since “persuasive technologies” and “nudging” were first advanced as benign forms of social control. The U.S. and UK governments established “Nudge Units” that applied behavioral sciences in diverse contexts to influence behavior at scale.[2] At the same time, companies such as Google and Facebook were exploring nearly identical ideas in search of profit through attention capture and behavior modification, all in pursuit of advertisement revenues.[3] The alchemical wedding between psychology and digital technology has resulted in a new kind of social reality in which advanced techniques of coercion are a common part of everyday life.
…according to technical legal definitions provided by psychologists, so-called "persuasive technologies''—especially social media—have crossed the threshold from persuasion to coercion.
“Undue influence” is a legal term used to describe situations more commonly referred to as “mind control” or “brainwashing.”[4] When individuals are under the spell of truly coercive communication, they are not freely choosing their actions and beliefs. We argue here that according to technical legal definitions provided by psychologists, so-called “persuasive technologies”—especially social media—have crossed the threshold from persuasion to coercion. Large segments of the population are subjected to undue influence over their minds and behaviors.
The histories of propaganda reviewed here and elsewhere[5] demonstrate that knowledge about large-scale mind control has simply been waiting on technologies powerful enough for full deployment. Examples from contemporary propaganda make clear that, by legal definitions, many individuals’ ideas and choices are no longer their own. Instead, they have been adopted as a part of their identity under conditions of undue influence.
The implications for governments appear dire, especially for those seeking to maintain democracy. For centuries, governments have been the primary locus of social control within their borders. Law, education, propaganda, and economic regulation allowed governments to shape the behavior of their citizens, ideally in the interest of the public good. This is no longer the case. Information technologies now run interference between citizens and their governments, creating a situation where “behavioral entrainment” to the social network is stronger than the ideals and laws of the nation. As recent years have made clear, the dynamics of voter behavior, political protests, and public health campaigns have been profoundly impacted by social media. The full extent of this problem is only just becoming apparent.[6]
Regulation and reform are necessary but far from straightforward. Many of the people and groups tasked with understanding and regulating these technologies are themselves subject to the effects of the technology. It is one thing to regulate an industry creating environmental destruction thousands of miles away. It is another to regulate an industry where the dangers in question are unfolding within your own mind. The externalities of many technologies result in environmental pollution and eventually obvious harms to public health. The externalities of existing social media technologies include widespread psychological dysfunction and political polarization. Politicians, their constituents, journalists, and scientists, are themselves often heavy users of social media, and are being driven into polarization and irrationality as a result. No user of social media technologies is exempt from these effects.
The first steps to address this challenge are educational. Society must begin to understand just how coercive our informational environments have become. Understanding the dynamics of how undue influence works is the first step in regaining freedom of mind. Once this step has been taken, the next is to work on creating forms of social media that serve the public interest in education, civil society, and fair markets.
It can be hard to convince people of the effectiveness of propaganda as a means for impacting the minds and behavior of whole populations. As proof of concept, some scholars have pointed to events in 1938, when Orson Welles read the H.G. Wells extraterrestrial invasion story, The War of the Worlds, aloud on the radio as if it was happening. Even though it was said multiple times during the broadcast that the story was fiction, it caused a panic across New Jersey. It turned out that compelling narration rendered through (what was then) a “high tech” radio broadcast system, was just too much for the minds of listeners. The same exercise was repeated a year later in Ecuador—a celebrity personality reading The War of the Worlds aloud (in Spanish)—only this time, after the panic, when the people learned what had happened, a riot broke out, resulting in the burning of a radio station and twenty-one deaths.[7]
The persuasive and mesmerizing power of radio was noted by observers of the technology’s emergence and widespread adoption.[8] The use of radio during war mobilization efforts had made broadcasts a source of authority, lending the medium a symbolic power as the mouthpiece of science and government. Radio, and later television, would become definitive factors in how reality was understood by everyday citizens. This was in part due to the use of these technologies by governments to control their populations both during and after the major wars of the 20th century. Centralized propaganda distributed via broadcast communications technologies was the only show in town for decades.
Television’s entrancing power was also well documented in the 20th century, and attempts were made to use it explicitly for large-scale mind control. In October 1989, with the Berlin Wall about to fall and the Cold War ending, a series of unusual TV broadcasts issued out from Moscow.[9] Mass hypnosis was being attempted by the world-famous physician and psychotherapist, Anatoly Mikhailovich Kashpirovsky. The agencies responsible for the broadcasts believed that television could enable the use of mind control techniques on the entire population at once. The goal was to quell the rising tide of political unrest within the Soviet Union. By all accounts the effort failed. But this seemingly absurd attempt at mass mind control reveals the ambitions held by most major nation states during the era of television’s dominance.
Screen-based mind control and brainwashing was researched intensively by both sides during the Cold War. Results reached the public mostly through advances in advertising. The Stanley Kubrick film A Clockwork Orange captured the worst possibilities for the public imagination. The protagonist, a villain, is forcibly brainwashed, involving techniques of prolonged exposure to images on a screen, along with musical accompaniment and psychotropic drugs.
Research has shed light on the neurological effects of watching film.[10] At a basic level, prior to reflective awareness, the brain only minimally distinguishes between what occurs on screen and what occurs in real life. This is why films are so engaging and why young and old alike can be deeply moved and captivated by what they see on screens: neurological suspension of disbelief. Images on screens can go right to the heart of the brainstem, as if what is being seen is really happening.
Memories created when watching events unfold on a screen recruit nearly identical neuronal circuits as memories created when watching events unfold in real life.[11] This creates a kind of confusion at the very source of memory creation and retrieval. False memories composed of snippets of things seen on screens are very common. This phenomenon is not something that humans would have had to manage as a part of their lived experience prior to film and TV. The consequences of this profound change at the heart of human memory (and imagination) are only just beginning to be understood. Furthermore, sensory data presented on screen is typically beyond normal perceptual capacities (including, for example, multiple camera angles on the same scene, special effects, rapid cutting of shots, etc.). The result is a blending of unrealistic and hyper-realistic screen-based experiences and memories into the rest of our psychological lives.
…the ambitions of the public relations and propaganda specialists were always limited by the technologies at their disposal.
These insights were not lost on propagandists and advertisers, who made a science of using moving images to capture attention and influence choices.[12] The use of films in recruitment and training for militaries, cults, terrorist cells, and gangs has been widely documented.[13] Moving images on screens can be used in ways that are psychologically coercive.
But the ambitions of the public relations and propaganda specialists were always limited by the technologies at their disposal. As much as Americans built their lives, and even their homes, around the television, there was only so much psychological and social pressure that could be exerted through the medium as it was commonly used.
Experiences of TV were limited by time and space.[14] Programming was scheduled weeks in advance and viewing options were limited to programmed content. It was only possible to watch what was available, leaving viewers with limited options, and forced into the rhythms of the scheduling. Viewing opportunities were also limited by one’s physical proximity to a TV set. Even as TV use climaxed, and a set was placed in every room in the house, still no one had a TV on their person at all times. It was easy to be somewhere without TV, and therefore easy to disengage from behavioral entrainment.
During the heyday of TV, broadcasters and advertisers were unable to monitor individual reactions to their content. Consumer polling and focus groups were undertaken to form some general ideas about audience preferences, but these results were vague.[15] Demographic categories were quite abstract. What appeared on the TV screen could not be customized and individualized. Millions of people viewed the same thing at the same time in the same sequence. Only a few specific groups could be targeted, with the result that viewers outside those groups felt unaddressed by what they were watching on screen. As a function of its basic design, the technology could only “capture” so many minds.
Television was never a public social network for communicating between neighbors and friends. A television only receives broadcasts; it is unable to send them. Viewers are invisible to other viewers. Reactions to programming were largely private. This means that while television allowed advertisers and broadcast media to directly influence viewers, it did not allow viewers to directly influence other viewers. Therefore, the degree and intensity of social pressure was limited to one-way communication from “on high.” The technology did not allow for users to experience direct social pressure from their neighbors and friends, let alone fellow citizens in cities far away.
Digital technologies changed all of this, and thereby profoundly expanded the reach, impact, and effectiveness of propaganda and other forms of coercive communication. Society is now dominated by machines that do what TV sets never could. Today, screens are always with you. They surveille you, address you individually, and subject you to countless public social pressures.[16]
The personal computer and then the smartphone, first pioneered with Apple’s iPhone, normalized 24/7 access to computation. The data on use of computer screens is striking, especially when compared to statistics for TV during its peak. Some data suggests that teenagers are almost never not on a screen of some kind, even when socializing in real time with friends.[17] Screens are now regularly accessed in contexts previously reserved for a state of focus or relaxation, such as in the car, the park, and the forest. In some places you are mandated to have your smartphone with you as a means of showing identification, making purchases, and disclosing biomedical information. Citizens now must create designated places and undertake special personal disciplines in order to be away from their screens. Indeed, the effects of being without a screen are now being researched.[18]
Personal and handheld computers surveille your movement through physical space and the informational environment.[19] Data about citizens has gone from demographic categories to microtargeted psychographics. Advertisements and other content are delivered based on where you are, what you look at on screen, what you type in your emails, and more. A customized psychological profile is used to deliver content in a sequence that is unique to you and that addresses you directly: your desires, your fears, your hopes. Algorithmically-customized curation magically positions just the right thing in front of your eyes and ears. It is possible to do real-time adjustments to behavior, allowing for various kinds of conditioning protocols. The aim is always to keep your eyes on site longer than intended, often in a trance-like state. Your attention is captured by design.[20]
Where TV allowed us to look vicariously upon a stage of heroes and villains, social media thrusts us upon that stage to be cast in a role, or to assume one willingly. The pressure of conformity in online environments is strong.
Most profoundly, digital information environments allow people to be placed within virtual communities, made up of people known and unknown, who can address each other directly. Unlike TVs, networked computers enable the creation of screen-mediated public places, in which images, sounds, and texts created by anyone can be perceived by almost everyone. At any time, someone’s personal images, texts, and sounds can be brought onto the stage for others to perceive. This allows powerful social and psychological pressures to be applied.
Threats to someone’s “online self”—such as occur in “cyber bullying”—can cause real psychological damage, disenfranchisement, and even death.[21] Where TV allowed us to look vicariously upon a stage of heroes and villains, social media thrusts us upon that stage to be cast in a role, or to assume one willingly. The pressure of conformity in online environments is strong. Even those who “misbehave” and act like “trolls” conform to the norms of specific subcultures. The virality of dangerous trends among teenagers is driven by a deep psychological need to signal social status through appearances on the screens of peers.[22] The same dynamic occurs among adults, as Facebook showed with regards to voting behavior.[23]<,sup>
Behavioral science, data science, and artificial intelligence are applied continuously in the design of technologies intended to “hack” the brains and minds of the individuals who use them.
These differences between TV and smartphones demonstrate that new dynamics of large-scale psychological influence are now possible. Behavioral science, data science, and artificial intelligence are applied continuously in the design of technologies intended to “hack” the brains and minds of the individuals who use them. Billions of dollars in research and development have been put into building information weaponry, to be directed against a single human brain, often a young one. Within this novel information environment, the possibility emerges for widespread use of undue influence.
The reasoning that led a government to deploy hypnotic television broadcasts (only 32 years ago) was based upon evidence accumulating that demonstrated effectiveness of mind control techniques. Psychological vulnerabilities and the practices of coercion that exploit them have been known for decades. Likewise, there has long been concern about what individuals do and say when subjected to undue influence.
Scientific work on the topic began after the Second World War, as psychologists began to research the topic in the wake of what appeared to be successful cases of overt brainwashing. Robert J. Lifton pioneered the field while working as an Air Force psychiatrist.[24] Lifton uncovered deep structural properties of particular social contexts that enable undue influence. In analysis since, much of this work has been brought together in research and advocacy directed at advancing the legal specification of undue influence.
Robert Jay Lifton interviewed people who had been subject to brainwashing during the Maoist cultural revolution. His pioneering work distilled the structural properties of environments that result in undue influence.
Behavior control involves primarily the control of attention.
Contexts of communication and interaction that allow for the exercise of undue influence are often thought of as having cultic discourse patterns.[26] Research in forensic psychology on cults has revealed how authoritarian control is exercised. It involves the practice of asymmetric techniques of few-to-many communications and control. The result is a context in which individuals are subject to coordinated control of behavior, information, thought, and emotion.[27]
Behavior control involves primarily the control of attention. Other aspects of personal life are also involved, such as sleep and diet. Information is controlled by surveillance, and there is tight censorship of what can be read, watched, heard and discussed. Ideally, for maximal coercive effect, those working to control behavior know enough about their targets to arrange for just the right routine to expose vulnerabilities that will make them susceptible to personality and ideological capture.
For most of human history, this has been accomplished only in contexts like communal living that allow physical controls—such as training centers or houses. However, social media enables behavior control without the challenges of physical coercion and proximity. The constant presence of smartphones and their accepted role in monitoring both movement and information allow communities to be tightly coupled behavioral and cultural units, despite not being in spatial proximity. This dynamic can be seen clearly in any number of online subcultures.
Thinking can be controlled through the use of psychocultural devices, such as “thought-terminating clichés.” Robert J. Lifton discovered this tactic to be essential to the dynamics of oppressive and coercive groupthink in Maoist brainwashing re-education camps.[28] Phrases that can be used to stop further questioning of ideas are popularized and repeated frequently in conversation. Phrases that create out-groups and denigrated subgroups are used this way to great effect. Many of these are phrases that have emotional punch but make little logical sense. “The most far-reaching and complex of human problems are compressed into brief, highly reductive, definitive-sounding phrases, easily memorized and easily repeated.”[29] Social approval gained by repeating aloud the popular phrase stops thought and questioning in its tracks.
Lifton reported that in Maoist “re-education” camps, prisoners would sit in circles and engage in supervised “debates” for hours, usually in a state of sleep deprivation and hunger. In these discussions, any dissenting opinion could be dismissed as “bourgeoisie thinking” or “imperialist ideology,” while the main tenets of the accepted philosophy would be validated without explanation as “liberating ideas,” or “scientific.” Prisoners were forced to engage for long periods of time in what Lifton called “the language of nonthought,” wherein certain phrases had a magical power both to end complex debate and shame the loser.[30]
Emotional manipulation was exercised in these contexts through long durations of sensory overwhelm (high intensity “debates” for hours on end). Using these techniques, the more powerful and strategic party can easily manipulate feelings of guilt, fear, and confusion within overwhelmed and vulnerable targets. This highly emotional context allows for a discourse that is riddled with conceptual and behavioral double binds by design. There is no successful resolution to the trains of thought and courses of action suggested by the languages of nonthought, as they all contain elements of the impossible, illogical, and contradictory. This induces a generalized state of distress, which results in a shutdown of personal agency, and in turn allows all other dynamics of coercion to play out with less resistance.
This kind of treatment takes its toll on the identities and minds of those subjected to it. After months of this kind of treatment many prisoners would begin to seek the social approval and rewards (such as sleep and food) that were offered when they enforced and innovated in the use of specific thought-terminating clichés. After many more months of repeating thought-terminating clichés with increasing conviction, many prisoners appeared to forget which of their ideas—if any—were their own. POWs who returned home after their internment in Chinese camps during the Korean War faced difficulties of identity and cultural alienation. Some even chose not to come home, choosing instead to stay in North Korea.[31] Margaret Singer’s research on these Korean War POWs would confirm Lifton’s findings as to the effectiveness of “thought reform” techniques.[32]
Margaret Singer, was a senior psychologist at Walter Reed Army Hospital in the 1950s. She worked with soldiers who had been subjected to thought reform procedures while being held as prisoners during the Korean War. Later in her career, she went on to research the nature of cults.
The hallmarks of “brainwashing” and “thought reform” described above occur with remarkable power on social media platforms, usually without any centralized authority or plan.[34] Bots and trolls work in large numbers on both sides of polarized political divides, propagating thought-terminating clichés in key areas of the information environment. The same clichés draw individuals into senseless conflicts, all articulated in “languages of nonthought.” At the same time, ad campaigns “haunt” you across various platforms, as microtargeting algorithms track your browsing to deliver images and text in maximally distracting ways. Manipulative communication is the norm on many platforms, often to the point of being almost “creepy.”[35]
These digital environments have been designed to capture your attention, deploy surveillance, and then deliver your brain over to stronger, more knowledgeable, and overtly strategic parties for microtargeting.
The human mind now exists within a totalizing surround of digital technologies. Ubiquitous personalized computing has become the dominant medium, enabling economics and culture, and recruiting ever more human attention. One result is a historically unprecedented capture of personal and public communication by social media platforms. However, although these platforms are used as essential tools of identity formation and community building, they are not designed for such purposes. These digital environments have been designed to capture your attention, deploy surveillance, and then deliver your brain over to stronger, more knowledgeable, and overtly strategic parties for microtargeting. Whole populations are now dependent upon these technologies for the majority of their social interaction and connection, as well as valued communities and livelihoods. Billions of people are therefore vulnerable to undue influence.
Heavy social media use can result in a single individual being subject to undue influence from multiple competing parties at the same time. Elsewhere we have explored the implications of the resulting “limbic overload,” when personality systems become strained and incoherent as a result of multiple (and often contradictory) propaganda campaigns.[36] Heavy use can also lead to “algorithmic radicalization,” in which an individual is brought deep into a single stream of coercive engagement. This usually occurs through private chats, Facebook groups, and YouTube “rabbit holes” in which more and more of the same propaganda is algorithmically curated, while any countervailing information is excluded from view—all for the sake of maximizing user engagement in order to maximize advertising revenue.
Thought-terminating clichés have been pushed through print and TV—in fact, the same fundamental approach formed the basis of much of traditional advertising. However, undue influence requires participation in a social ritual of using thought terminating clichés with others. The social pressure to say the right thing and conform to discourse patterns online is enabled by an incentive landscape based on “likes” and “views.” Digital public spaces allow not only for the broadcast of thought-terminating clichés, but also for the binding of people into contexts in which they must gain social status through their use. Experiencing repeated social pressure and conversational closures based on the use of thought-terminating clichés creates psychological dissonance, and eventually numbing and downgraded cognitive capacity overall.
Sensory overwhelm and hypnotic trance are design features of platforms built for attention capture and digital advertising. This is the dazed and blank stare of those engaging in the so-called “infinite scroll”—overwhelmed with information and yet seeking more. Algorithms curate content that is likely to keep you engaged, based on your prior habits of engagement. Ads then appear “magically,” often showing you something right when “you were just talking about that!” You (not a demographic category: but exactly you) are being carefully monitored by forms of artificial intelligence that took billions of dollars and the most highly trained technical developers in history to create. The goal is to sell your information to people who would like to exert undue influence over your behaviors, and then give them the tools to do so.
This asymmetry means that it is not obvious how best to explain what is happening when individuals take to the street (or don’t) in protest, or when they are storming the nation’s Capitol in D.C. or the federal courthouse and certain police stations in Portland, Oregon. Consider the time spent looking at customized feeds of emotionally manipulative images, sounds, and text, which are microtargeting fear and outrage responses. Multiply the effect by the psychological and social pressure of digital communities. It is within screen-mediated public spaces that identities are formed, and commitments made, yet here thought-terminating clichés have the power to destroy reasoning, and trolls and bots have the power to reinforce the messages and burn any bridges back to a place of shared values and sensemaking.
Are the technologists who created the machines that enable undue influence culpable in any way?
Few protesters would say they were coerced into action; most would say that they participated of their own free will. But overall, taken in aggregate, the data science and psychology would suggest they were statistically likely to do so based on their profile and history of screen use. In truth, they were propagandized, or “nudged,” by groups using persuasive technologies. As a result, they took actions that broke the law. Should they be held accountable if they were subject to undue influence, or should those exerting undue influence over them be held to account? Are the technologists who created the machines that enable undue influence culpable in any way?
The control of behavior, information, thought, and emotion has been the stated aim of those investing billions in the design of “persuasive technologies.” Many understand these businesses as some of the most “successful” in history. However, these companies—such as Facebook and Alphabet—are unique in history, being different in kind from prior corporate giants in fossil fuel, agriculture, pharmaceuticals, or defense. Social media technology companies have many billions of users and claim trillion-dollar valuations, which are significantly larger than the populations and budgets of major governments. They have a monopoly-like control over AI-mediated personalized behavior modification systems—touching the lives of billions of people—which they lease out for profit to governments and businesses. The technical, scientific, and economic successes of these organizations have resulted in the widespread use of machines capable of exerting undue influence.
To be clear, the argument here is that there are structural identities between normal screen use today and contexts that psychologists have demonstrated to involve undue influence. The claim is not that the situation is like undue influence—as if social media exerts undue influence. Under certain conditions, these technologies do exert undue influence. We are holding mind control devices in our hands. There is a risk in using them, as noted above, of being subject both to limbic overwhelm and algorithmic radicalization. This is the result of high levels of exposure to fundamentally coercive communication environments.
The power of these technologies should come as no surprise. Government and big tech have spent years researching the use of psychological and data sciences to improve outcomes for citizens via behavior-change techniques. Mostly, these activities have been running under the name of “nudging.”[37] For more than a decade, there has been major funding for public-private partnerships that advance new forms of social control and persuasion that avoid education and instead get straight at behavioral change. That is the nudge: it isn’t propaganda hitting you over the head, but subtle changes in choice architecture and information flow that direct your actions and attention down desired avenues, ideally without awareness that nudging is happening.[38]
These efforts were initially rolled out through Silicon Valley, Stanford, Harvard, and the Obama administration. They crossed the Atlantic, resulting in a UK “Nudge Unit,” which has branches offering consulting all over the world.[39] In 2020, during the pandemic, the Nudge Unit (now known as the Behavioural Insights Team) and related organizations emerged as key strategic assets in the fight against the virus. Communications and policies were designed and executed with explicit awareness of the intended behavior change that organizations hoped to elicit. Nudging—not education—was the explicitly stated goal of the communications teams working on public health campaigns. This was not a unique shift in strategy, as in reality nudging became the goal of most government PR almost a decade ago.[40]
Of course, some applications of nudging are not problematically coercive. These include examples of nudging frequently presented as justifications of its use.[41] For example, there are safety labels on cigarette packs encouraging people not to smoke by accurately describing the dangers of smoking. These have been shown to work. It has been argued that nudging should be free from profit-seeking and other incentives that ought not be mixed with powerful behavioral change technologies. Rather than bypassing learning, nudging can direct people towards education and therefore open doors to truly informed choice-making. Nudging can simplify choices while still presenting an accurate and comprehensive choice landscape. It need not be paternalistic and coercive by limiting options and information to a degree that actual free choice is imperceptibly removed.
However, many nudges are ethically suspect because they involve techniques that exert undue influence. These would include techniques that involve covert behavior monitoring, microtargeted messages, and coercive choice architectures. In these scenarios individuals are presented with a forced choice—they are surrounded by information that leaves only one legitimate outcome. These kinds of nudges are the very stuff of digital campaign politics on social media, where users are surveilled and microtargeted with ads that address their specific emotions, such as their specific fears and aesthetic preferences. With only two candidates to choose from, there is no other logical choice but to pick the one that emotionally resonates.
Of course, emotion and education go hand in hand. Some messages will always come with intense emotion. The warnings on cigarette labels should make people fear lung cancer from smoking. Indeed, the best of what is possible with nudging—and what many in the field aim to do—is to create contexts that provide easy access to important information and the appropriate related emotions. However, nudging becomes coercive when the behavior change resulting from the emotional impact of information becomes more important than the accuracy of that information. This is emotional manipulation rather than education, with the goal of behavioral change, irrespective of damage to the truth.
Emotion is an important aspect of government and business communication strategies and nudging campaigns. However, fear in particular has been the focus of regulatory agencies seeking to ban advertising that mobilizes fear to sell products and political candidates. This is in part because of the demonstrated power of fear to create conditions of undue influence.[42] Regardless, fear is a central feature on social media and the news, where it has been selling papers and capturing attention since the printing press first allowed mass-produced periodicals to be circulated in large urban centers.
Using emotional manipulation instead of education to control behavior is a sure sign that undue influence is being exerted. Nudging should educate, not manipulate.
Using fear or any strong emotion to manipulate behavior strategically is a problem. This approach to behavior control will distort people’s appraisals of their own emotions and distort their ability to judge what is desirable and what is not. Using emotional manipulation instead of education to control behavior is a sure sign that undue influence is being exerted. Nudging should educate, not manipulate. Today the design of choice architectures and algorithmic content curation make it hard to look away. Strong emotion sells. It moves people. Nudging through the manipulation of emotion can appear justified in a time of perceived emergency. But do the ends justify the means?
In the first paper of this series, we argued that humanity is in an escalating information war, involving information weapons of mass destruction, leading toward mutually assured destruction.[43] The second and third papers suggested that the same tools used to create digital propaganda could be refitted to allow for educational initiatives of unprecedented scale and effectiveness.[44] The third paper added evidence that traditional propaganda campaigns and public relations approaches are starting to backfire. Classic centralized propaganda is failing as digital technologies lower barriers to entry for participation in the information war. The tools of undue influence are in the hands of far too many players for traditional forms of propaganda to continue to work. Both our minds and our communities are being rendered incoherent as a result of a constant barrage of limbic hijacking, attention capture, and polarizing algorithmic curation. All three papers suggested that there is an urgent need for solutions in the domain of education, including innovations in digital civic technologies.
We see now in this final paper of the series that the sense of urgency is not being exaggerated for effect. Newly ubiquitous technologies have normalized coercive communication. They are making undue influence an aspect of everyday life for many people. The legal implications of being subject to undue influence are far reaching, as the situation threatens the sovereignty of individual choice and agency. When individual choice is compromised by the strategic and manipulative action of a third party, a cascade of ethical and political implications ensues. If in fact voters and consumers are not in a position to be held accountable for their choices, what do we make of claims about democracies, free markets, and open societies?
Coercive communication is not just part of the environment, as it was in the past. Coercive communication now constitutes the environment itself.
Historically, propaganda has often existed alongside a free-thinking population and robust educational institutions. A threshold has been crossed with the emergence of microtargeted computational propaganda delivered through social media. Social media contexts are fundamentally different from broadcast technologies because they function as a public space and therefore afford powerful psychological and social pressures. Coercive communication is not just part of the environment, as it was in the past. Coercive communication now constitutes the environment itself.
Without intervention, these technologies will continue to destroy our minds and communities. Their power to sway our psychology is already undermining the legitimacy of voting as an aspect of government. Their algorithms capture economic choice dynamics, directing consumer behavior, as social media companies stand in as a new “invisible hand” shaping the market. These technologies present a clear and present danger. What can be done?
The first step is to become aware of the dynamics of undue influence. This is needed before regulation, legal action, and design initiatives, because it is our own minds and communities that have been impacted. The information environment has put us in the position of not being able to trust our own minds, and often even less the judgments of our fellow citizens. There is no easy way for people to uncouple from undue influence dynamics and reestablish control over their own minds and behaviors. However, there are some steps that can be taken at various levels, which might help to slow the rising tide of undue influence. At the same time, we can begin to incentivize innovations in social media technologies that are more conducive to the functioning of open societies.
The next critical step involves an increase in public oversight and awareness of the methods, risks, and impacts of attention capture business models. In particular, it is important for citizens to understand the implications of microtargeted advertisements that are coupled to algorithmic curation. Open the psychometric and surveillance software to users and allow them to see and understand their own personal data. Then begin to find ways to ensure that social media technologies decouple the incentive to make profits from the ability to hijack cognition and behavior. Sane and humane digital environments can be created if the industrial incentives can be aligned with humanitarian ends. Psychological and data sciences can be used to promote learning, rather than to nudge the masses into behavioral conformity, or overwhelm their attention to the point of incapacitation.
There is a way forward for open societies in the digital age. It begins with understanding and then binding the power of social media technologies to exert undue influence. The same technologies that brainwash us now could provide for a kind of education more powerful than any modern school system. The tools of algorithmic curation used to capture our attention to deliver advertisements could be used to promote individualized learning and to protect our attention from being degraded. This is entirely possible. Schools, communities, governments, and markets can be reimagined based on the use of social media, but this requires rethinking both social media’s purpose and beneficiaries. There is a way forward for open societies in the digital age, but it is not our default path.
The noun was coined by the American ecological psychologist James J. Gibson. It was initially used in the study of animal-environment interaction and has also been used in the study of human-technology interaction. An affordance is an available use or purpose of a thing or an entity. For example, a couch affords being sat on, a microwave button affords being pressed, and a social media platform has an affordance of letting users share with each other.
Agent provocateur translates to “inciting incident” in French. It is used to reference individuals who attempt to persuade another individual or group to partake in a crime or rash behavior or to implicate them in such acts. This is done to defame, delegitimize, or criminalize the target. For example, starting a conflict at a peaceful protest or attempting to implicate a political figure in a crime.
Ideological polarization is generated as a side-effect of content recommendation algorithms optimizing for user engagement and advertising revenues. These algorithms will upregulate content that reinforces existing views and filters out countervailing information because this has been proven to drive time on-site. The result is an increasingly polarized perspective founded on a biased information landscape.
To “cherry pick” when making an argument is to selectively present evidence that supports one’s position or desired outcome, while ignoring or omitting any contradicting evidence.
The ethical behavior exhibited by individuals in service of bettering their communities and their state, sometimes foregoing personal gain for the pursuit of a greater good for all. In contrast to other sets of moral virtues, civic virtue refers specifically to standards of behavior in the context of citizens participating in governance or civil society. What constitutes civic virtue has evolved over time and may differ across political philosophies. For example, in modern-day democracies, civic virtue includes values such as guaranteeing all citizens the right to vote, and freedom of culture, race, sex, religion, nationality, sexual orientation, or gender identity. A shared understanding of civic virtue among the populace is integral to the stability of a just political system, and waning civic virtue may result in disengagement from collective responsibilities, noncompliance with the rule of law, a breakdown in trust between individuals and the state, and degradation of the intergenerational process of passing on civic virtues.
Closed societies restrict the free exchange of information and public discourse, as well as impose top down decisions on their populus. Unlike the open communications and dissenting views that characterize open societies, closed societies promote opaque governance and prevent public opposition that might be found in free and open discourse.
A general term for collective resources in which every participant of the collective has an equal interest. Prominent examples are air, nature, culture, and the quality of our shared sensemaking basis or information commons.
The cognitive bias of 1) exclusively seeking or recalling evidence in support of one's current beliefs or values, 2) interpreting ambiguous information in favor of one’s beliefs or values, and 3) ignoring any contrary information. This bias is especially strong when the issues in question are particularly important to one's identity.
In science and history, consilience is the principle that evidence from independent, unrelated sources can “converge” on strong conclusions. That is, when multiple sources of evidence are in agreement, the conclusion can be very strong even when none of the individual sources of evidence is significantly so on its own.
While “The Enlightenment” was a specific instantiation of cultural enlightenment in 18th-century Europe, cultural enlightenment is a more general process that has occurred multiple times in history, in many different cultures. When a culture goes through a period of increasing reflectivity on itself it is undergoing cultural enlightenment. This period of reflectivity brings about the awareness required for a culture to reimagine its institutions from a new perspective. Similarly, “The Renaissance” refers to a specific period in Europe while the process of a cultural renaissance has occurred elsewhere. A cultural renaissance is more general than (and may precede) an enlightenment, as it describes a period of renewed interest in a particular topic.
A deep fake is a digitally-altered (via AI) recording of a person for the purpose of political propaganda, sexual objectification, defamation, or parody. They are progressively becoming more indistinguishable from reality to an untrained eye.
Empiricism is a philosophical theory that states that knowledge is derived from sensory experiences and relies heavily on scientific evidence to arrive at a body of truth. English philosopher John Locke proposed that rather than being born with innate ideas or principles, man’s life begins as a “blank slate” and only through his senses is he able to develop his mind and understand the world.
It is both the public spaces (e.g., town hall, Twitter) and private spaces where people come together to pursue a mutual understanding of issues critical to their society, and the collection of norms, systems, and institutions underpinning this society-wide process of learning. The epistemic commons is a public resource; these spaces and norms are available to all of us, shaped by all of us, and in turn, also influence the way in which all of us engage in learning with each other. For informed and consensual decision-making, open societies and democratic governance depend upon an epistemic commons in which groups and individuals can collectively reflect and communicate in ways that promote mutual learning.
Inadvertent emotionally or politically -motivated closed-mindedness, manifesting as certainty or overconfidence when dealing with complex indeterminate problems. Epistemic hubris can appear in many forms. For example, it is often demonstrated in the convictions of individuals influenced by highly politicized groups, it shows up in corporate or bureaucratic contexts that err towards certainty through information compression requirements, and it appears in media, where polarized rhetoric is incentivized due to its attention-grabbing effects. Note: for some kinds of problems it may be appropriate or even imperative to have a degree of confidence in one's knowledge—this is not epistemic hubris.
An ethos of learning that involves a healthy balance between confidence and openness to new ideas. It is neither hubristic, meaning overly confident or arrogant, nor nihilistic, meaning believing that nothing can be known for certain. Instead, it is a subtle orientation that seeks new learning, recognizes the limitations of one's own knowledge, and avoids absolutisms or fundamentalisms—which are rigid and unyielding beliefs that refuse to consider alternative viewpoints. Those that demonstrate epistemic humility will embrace truths where these are possible to attain but are generally inclined to continuously upgrade their beliefs with new information.
This form of nihilism is a diffuse and usually subconscious feeling that it is impossible to really know anything, because, for example, “the science is too complex” or “there is fake news everywhere.” Without a shared ability to make sense of the world as a means to inform our choices, we are left with only the game of power. Claims of “truth” are seen as unwarranted or intentional manipulations, as weaponized or not earnestly believed in.
Epistemology is the philosophical study of knowing and the nature of knowledge. It deals with questions such as “how does one know?” and “what is knowing, known, and knowledge?”. Epistemology is considered one of the four main branches of philosophy, along with ethics, logic, and metaphysics.
Derived from a Greek word meaning custom, habit, or character; The set of ideals or customs which lay the foundations around which a group of people coheres. This includes the set of values upon which a culture derives its ethical principles.
The ability of an individual or group to shape the perception of an issue or topic by setting the narrative and determining the context for the debate. A “frame” is the way in which an issue is presented or “framed”, including the language, images, assumptions, and perspectives used to describe it. Controlling the frame can give immense social and political power to the actor who uses it because the narratives created or distorted by frame control are often covertly beneficial to the specific interests of the individual or group that has established the frame. As an example, politicians advocating for tax cuts or pro-business policies may use the phrase "job creators" when referring to wealthy corporations in order to suggest their focus is on improving livelihoods, potentially influencing public perception in favor of the politician's interests.
Discourse oriented towards mutual understanding and coordinated action, with the result of increasing the faith that participants have in the value of communicating. The goal of good faith communication is not to reach a consensus, but to make it possible for all parties to change positions, learn, and continue productive, ongoing interaction.
Processes that occupy vast expanses of both time and space, defying the more traditional sense of an "object" as a thing that can be singled out. The concept, introduced by Timothy Morton, invites us to conceive of processes that are difficult to measure, always around us, globally distributed and only observed in pieces. Examples include climate change, ocean pollution, the Internet, and global nuclear armaments and related risks.
Information warfare is a primary aspect of fourth- and fifth-generation warfare. It can be thought of as war with bits and memes instead of guns and bombs. Examples of information warfare include psychological operations like disinformation, propaganda, or manufactured media, or non-kinetic interference in an enemy's communication capacity or quality.
Refers to the foundational process of education which underlies and enables societal and cultural cohesion across generations by passing down values, capacities, knowledge, and personality types.
The phenomenon of having your attention captured by emotionally triggering stimuli. These stimuli strategically target the brain center that we share with other mammals that is responsible for emotional processing and arousal—the limbic system. This strategy of activating the limbic system is deliberately exploited by online algorithmic content recommendations to stimulate increased user engagement. Two effective stimuli for achieving this effect are those that can induce disgust or rage, as these sentiments naturally produce highly salient responses in people.
An online advertising strategy in which companies create personal profiles about individual users from vast quantities of trace data left behind from their online activity. According to these psychometric profiles, companies display content that matches each user's specific interests at moments when they are most likely to be impacted by it. While traditional advertising appeals to its audience's demographics, microtargeting curates advertising for individuals and becomes increasingly personalized by analyzing new data.
False or misleading information, irrespective of the intent to mislead. Within the category of misinformation, disinformation is a term used to refer to misinformation with intent. In news media, the public generally expects a higher standard for journalistic integrity and editorial safeguards against misinformation; in this context, misinformation is often referred to as “fake news”.
A prevailing school of economic thought that emphasizes the government's role in controlling the supply of money circulating in an economy as the primary determinant of economic growth. This involves central banks using various methods of increasing or decreasing the money supply of their currency (e.g., altering interest rates).
A form of rivalry between nation-states or conflicting groups, by which tactical aims are realized through means other than direct physical violence. Examples include election meddling, blackmailing politicians, or information warfare.
Open societies promote the free exchange of information and public discourse, as well as democratic governance based on the participation of the people in shared choices about their social futures. Unlike the tight control over communications and suppression of dissenting views that characterize closed societies, open societies promote transparent governance and embrace good-faith public scrutiny.
The modern use of the term 'paradigm' was introduced by the philosopher of science Thomas Kuhn in his work "The Structure of Scientific Revolutions". Kuhn's idea is that a paradigm is the set of concepts and practices that define a scientific discipline at any particular period of time. A good example of a paradigm is behaviorism – a paradigm under which studying externally observable behavior was viewed as the only scientifically legitimate form of psychology. Kuhn also argued that science progresses by the way of "paradigm shifts," when a leading paradigm transforms into another through advances in understanding and methodology; for example, when the leading paradigm in psychology transformed from behaviorism to cognitivism, which looked at the human mind from an information processing perspective.
The theory and practice of teaching and learning, and how this process influences, and is influenced by, the social, political, and psychological development of learners.
The ability of an individual or institutional entity to deny knowing about unethical or illegal activities because there is no evidence to the contrary or no such information has been provided.
First coined by philosopher Jürgen Habermas, the term refers to the collective common spaces where people come together to publicly articulate matters of mutual interest for members of society. By extension, the related theory suggests that impartial, representative governance relies on the capacity of the public sphere to facilitate healthy debate.
The word itself is French for rebirth, and this meaning is maintained across its many purposes. The term is commonly used with reference to the European Renaissance, a period of European cultural, artistic, political, and economic renewal following the middle ages. The term can refer to other periods of great social change, such as the Bengal Renaissance (beginning in late 18th century India).
A term proposed by sociologists to characterize emergent properties of social systems after the Second World War. Risk societies are increasingly preoccupied with securing the future against widespread and unpredictable risks. Grappling with these risks differentiate risk societies from modern societies, given these risks are the byproduct of modernity’s scientific, industrial, and economic advances. This preoccupation with risk is stimulating a feedback loop and a series of changes in political, cultural, and technological aspects of society.
Sensationalism is a tactic often used in mass media and journalism in which news stories are explicitly chosen and worded to excite the greatest number of readers or viewers, typically at the expense of accuracy. This may be achieved by exaggeration, omission of facts and information, and/or deliberate obstruction of the truth to spark controversy.
A process by which people interpret information and experiences, and structure their understanding of a given domain of knowledge. It is the basis of decision-making: our interpretation of events will inform the rationale for what we do next. As we make sense of the world and accordingly act within it, we also gather feedback that allows us to improve our sensemaking and our capacity to learn. Sensemaking can occur at an individual level through interaction with one’s environment, collectively among groups engaged in discussion, or through socially-distributed reasoning in public discourse.
A theory stating that individuals are willing to sacrifice some of their freedom and agree to state authority under certain legal rules, in exchange for the protection of their remaining rights, provided the rest of society adheres to the same rules of engagement. This model of political philosophy originated during the Age of Enlightenment from theorists including, but not limited to John Locke, Thomas Hobbes, and Jean-Jacques Rousseau. It was revived in the 20th century by John Rawls and is used as the basis for modern democratic theory.
Autopoiesis from the Greek αὐτo- (auto-) 'self', and ποίησις (poiesis) 'creation, production'—is a term coined in biology that refers to a system’s capability for reproducing and maintaining itself by metabolizing energy to create its own parts, and eventually new emergent components. All living systems are autopoietic. Societal Autopoiesis is an extension of the biological term, making reference to the process by which a society maintains its capacity to perpetuate and adapt while experiencing relative continuity of shared identity.
A fake online persona, crafted to manipulate public opinion without implicating the account creator—the puppeteer. These fabricated identities can be wielded by anyone, from independent citizens to political organizations and information warfare operatives, with the aim of advancing their chosen agenda. Sock puppet personas can embody any identity their puppeteers want, and a single individual can create and operate numerous accounts. Combined with computational technology such as AI-generated text or automation scripts, propagandists can mimic multiple seemingly legitimate voices to create the illusion of organic popular trends within the public discourse.
Presenting the argument of disagreeable others in their weakest forms, and after dismissing those, claiming to have discredited their position as a whole.
A worldview that holds technology, specifically developed by private corporations, as the primary driver of civilizational progress. For evidence of its success, adherents point to the consistent global progress in reducing metrics like child mortality and poverty while capitalism has been the dominant economic paradigm. However, the market incentives driving this progress have also resulted in new, sometimes greater, societal problems as externalities.
Used as part of propaganda or advertising campaigns, these are brief, highly-reductive, and definitive-sounding phrases that stop further questioning of ideas. Often used in contexts in which social approval requires unreflective use of the cliché, which can result in confusion at the individual and collective level. Examples include all advertising jingles and catchphrases, and certain political slogans.
A proposition or a state of affairs is impossible to be verified, or proven to be true. A further distinction is that a state of affairs can be unverifiable at this time, for example, due to constraints in our technical capacity, or a state of affairs can be unverifiable in principle, which means that there is no possible way to verify the claim.
Creating the image of an anti-hero who epitomizes the worst of the disagreeable group, and contrasts with the best qualities of one's own, then characterizing all members of the other group as if they were identical to that image.
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