Tracing my roots in China (寻根) - Part I: Fujian and Xu Jia Chong

One month ago, I touched down on a gray, rainy day in Shanghai Pudong International Airport. It was my first time in China in five years, and I felt a mix of emotions — excitement, joy, worry, and confusion.

I was born in China, and immigrated to the US when I was 2.5. Growing up in a predominately white part of Southern California, I had a strong urge to assimilate — to fit in, and to stand out from Asian stereotypes. Instead of homecooked Chinese food, I wanted McDonalds. Instead of Saturday Chinese School, I wanted to watch Saturday morning cartoons.

A few years ago, I realized I had some shame around being Chinese American, and began the journey to openness & curiosity about my ethnic identity. This year, I co-organized events including Lunar New Year and Duan Wu Jie, and built community with friends who are part of the Chinese diaspora. Each event felt deeply healing and meaningful — now, I had the chance to trace my roots to their source.

2023 is a confusing time to return to China as a Chinese American. At a macro level, US-China relations have soured through COVID as Xi Jinping tightens his grip on power, and the US has started to decouple from China economically with the CHIPS Act. China’s economy is worsening. Having just visited Taiwan and discovered long-lost family there, I felt stressed about heightened tensions across the Taiwan Strait with a critical January 2024 Taiwan presidential election upcoming.

On the taxi ride from Pudong to my hotel, my head was swimming in big questions: What is modern China like? How much of what western media is portraying about China right now is true vs. false? What is Chinese culture and what are its roots? What are my roots?

First and most importantly, I wanted to spend quality time with my three surviving grandparents, all of whom are in their 80s, and my aunts, uncles, and cousins. Second, I planned to visit the ancestral homes of all four grandparents and trace my roots back as far as I could. Finally, I wanted to get a sense of modern China as best I could, especially youth unemployment and the economy. This post will focus on the second — tracing my ancestral roots.

Guilin, Dehua County, Fujian - 爷爷 (paternal grandfather)

My last name is Lai (赖),which takes after my paternal grandfather Lai Chong Min (赖重民), who was born in 1938, the third of five siblings — two older sisters, and two younger brothers. Lai Chong Min Ye Ye was born in Guilin, in Dehua County in Fujian province.

Fujian is the coastal province of China closest to Taiwan, known for its mountainous terrain and culture of seafaring immigration (Taiwan is 73.3% Fujianese, and the Chinese restaurants in the US on the East Coast are overwhelmingly Fujianese). Dehua County is known for its porcelain ceramics, especially its all white porcelain treasured during the Ming and Qing dynasties.

Growing up, my grandfather was intelligent and studious. In the first few years of his life, Japan occupied China during WWII; luckily the Japanese army didn’t penetrate mountainous and remote Dehua. In 1949, when the communists defeated the nationalists in the civil war, my grandfather was 11. The whole town heard on the radio that the communist People’s Liberation Army (PLA) was approaching. My grandfather and several of his friends were so scared they hid underneath a stove, where firewood would normally be placed. They only came out when they realized the PLA didn’t harm civilians. At 16, my grandfather left to go to a boarding high school in a neighboring town; because of the shoddy roads and no money to pay for a bus he walked for three full days to get there. He later went to Anhui for university in the capital of Hefei, was sent to the countryside as part of Mao’s efforts to educate the poor and later became a high school math teacher in 泾县, where I was born. His salary was a measly 30 Chinese renmenbi a month (today he gets a pension payment of thousands of renmenbi a month), and before he had kids he sent 1/3 of it home every month to support his ailing mother. He spent the next 30 years in 泾县 as a math teacher and assistant principal until his retirement in 1998.

I asked my grandfather about how the Great Leap Forward and Cultural Revolution affected him. He said that he was in university at the time of the Great Leap so was largely unaffected, and because his class background was modest (farmers and small business owners) and his occupation as a teacher was respected, his family escaped the wrath of the red guards.

When my dad, my uncle, and I took the high speed rail to Fujian, we were greeted by my grandfather’s little brothers (his middle brother a farmer, and his younger brother a doctor), their children, and the children of his now deceased two older sisters. I was immediately struck by the dialect my relatives spoke, which I didn’t understand a word of. Though they also spoke Mandarin (普通话), they primarily spoke to each other in southern Min / Hokkien (闽南话), which is the same dialect as Taiwanese.

Together, we drove up a windy mountainous pass to visit the grave of my grandfather’s father, my great grandfather, who was born in 1909, just two years before the end of the Qing Dynasty and the beginning of the Republic of China. We did a beautiful ancestor veneration ritual — cleaned my great grandfather’s grave, wielded a calligraphy brush to repaint the engraving in red, and burned joss paper for him to use in the afterlife. The air was alive with the smell of smoke, and the boom of fireworks. Then, three generations together bowed three times in unison as my grandfather’s youngest brother led us in words of veneration. I felt deeply moved.

Afterwards, we drove down the mountain to an intricate ancestral temple — our 宗祠 (Zong Ci). I learned that everyone in the whole area was named Lai (赖) — I was blown away by this. In fact, the entire surrounding area, which now contains mostly a few thousand farmers, who care for the various ancestral temples, are all named Lai (赖).

“How long has our Lai family been here?” I asked.

“Only a few hundred years” said my uncle. Some 3,000 years ago (~150 generations ago), the original Lai (赖) family originated from Henan province in the fertile yellow river valley basin, the cradle of chinese civilization, and went south to mountainous Fujian. In the west, Christianity and Islam created third spaces, churches. In China, the big family (大家庭) was the religion. I learned that members of the family paid dues to maintain the temple, almost like home owner associations. In modern cities, which are agglomerations of opportunity, people organize by affinity, and by proximity (neighbors), but rarely do we organize by ancestry (blood). I flashed back to an earlier human era, when we grew up in hunter-gatherer tribes of 20-40 where most were blood relatives of some kind or another.

That night, our small Lai clan gathered for a banquet filled with toasts, and rituals. Seeing smiling faces circling around local food and rice wine shots, I felt a unique pang of belonging I had never felt before with these distant relatives who I was meeting for the first time ever.

Xu Jia Chong, Xuancheng County, Anhui - 外公 (maternal grandfather)

A few days later, we drove to Xu Jia Chong, Xuancheng, Anhui, the hometown of my maternal grandfather.

Xu Jia means “family with the last name 徐“ (my maternal grandfather’s last name) and Anhui is the province my mother, father, and I were all born in. My grandfather’s ancestral home was only a twenty minute car ride from our birthplace of Jingxian (泾县)。

My maternal grandfather, Xu Zhi Zhong (徐执中) was born in 1935 as the youngest of 11 children, to a landlord family. He passed in 2012 at age 77 of pancreatic cancer. Born to wealth, he was small, bright, and scholarly. The 徐家 was a massive home with compound after compound filled with airy patios, courtyards, and homes for all members of the extended family. To visit friends, my grandfather was carried around on a tentpole with four people; a laborer carried him to school on his back. At home, he had private tutors who taught calligraphy, Chinese classics, and history. At 15, he was arranged to be married and become the man of the household, but he disobeyed because he wanted to study, so he left home and went to college to study to become a teacher.

The communist revolution in 1949 completely turned his family’s life upside down. In 1950, Mao initiated land reform, and the government seized the land of all landowners, and tore down the Xu Jia’s massive house. During that time, laborers were given the power to physically beat and report their former landlords (in Marxist terms, oppressors); violence and chaos ensued. I was surprised to hear that because of how well my grandfather’s family treated them, laborers protected my grandfather’s family. They said “even though we worked for her [my grandfather’s mother], she always sat at the same table to eat with us.” I felt deeply proud to hear this story.

A few years later, in the Great Leap Forward, and in the ensuing famine, my grandfather’s family had to resort to eating bark on trees, and my grandfather’s father, his father’s two siblings, and many of his own siblings died of starvation. It shocks me to hear that despite his negative class background coming from a landlord class, my grandfather later became a teacher, a precocious young principal, and then one of the five powerful local government officials in 泾县。One night during the Cultural Revolution, word got out that the red guards were coming for him; at the time my now deceased big aunt was 4, and my mom was only 2. My grandfather escaped with my mother during the night to a nearby mountainous village with family, where they hid for over a month until the worst of the violence subsided.

Growing up in the US, both sets of grandparents alternated spending time with us. I have vivid memories of my maternal grandfather as a gentle, benevolent man who grew vegetables in our backyard in Southern California. He enjoyed deep conversations, and every afternoon when I got back from school he would ask: “有没有新鲜事儿“ which translates to “anything interesting to share today?” These questions sparked my curiosity. He patiently taught me Chinese chess, and had a lifelong love of animals. Every night after dinner, we would curl up together on the couch and watch Animal Planet together.

It’s surreal to imagine my grandfather was once the heir to a great mansion, fields of crops, and whole streets of shops, destined to live a life of comfort & culture. Unlike in Fujian, the communist land reform completely destroyed any ancestral temple. Instead, when we visited Xu Jia Chong only a few shoddy houses and crop fields remained, along with a couple of uneducated farmer relatives that we brought gifts for. I feel sadness and regret I’ll never be able to ask him more about his story. Xu Zhi Zhong Ye Ye* - may you rest in peace.

Part II of this piece will include my two other trips - to Hou An and to Mao Ling to my grandmother’s hometowns.

*technically in Chinese, you call your maternal grandparents Wai Gong (外公)and Wai Po (外婆). However, because we were so close growing up we always called our maternal grandparents Ye Ye (爷爷) and Nai Nai (奶奶) too.

Taiwan — the island on the faultlines of the future

In May, I had an unexpectedly amazing time visiting Taiwan for the first time, including meeting long lost family for the first time in 25 years (post about it here). I couldn't wait to return.

Two weeks ago, I flew back to Taipei. I landed and was immediately picked up by my relatives and enjoyed a delicious shrimp pot meal.

In the days to come I found a rhythm not just visiting, but living here.

Based in Da’an District, I found a breakfast spot to die for (豆浆油条,蛋饼), a reliable gym, a day-time third space that rivals any in the world in its beauty and serenity, a late night cafe for working, a go-to-bar, Taiwanese music I put on loop. I took the bus & MRT around; popped into 7/11 & Family Mart. I made friends, was invited to my first Taiwanese birthday party and office warming; met local Taiwanese people. I tried to avoid expat traps (but still went to KOR twice iykyk).

With the staff at Yong He Soy Milk King - they recognized me since I went…every day.

Here are some reflections.

A comfortable East Asian capital with something for everyone

At first glance, Taipei (2.6 million people) is not as epic or impeccable as Tokyo, sophisticated or dynamic as Shanghai, dense or cosmopolitan as Hong Kong; but it is comfortable and fascinating, a rare combination.

Comfort rests on safety, and convenience. Crime is low, and the level of safety you feel allows you to walk around at night.

The convenience rivals any major East Asian city. Need something? Walk 3 mins to the nearest family mart or 7/11. It is such a seamless experience walking and popping in to buy a quick beverage, or snack. One night, I lazily ate two sous vide chicken breasts and a non alcoholic Heineken beer at 7/11 instead of dinner. I got hungry one Tuesday night at 2 AM and walked 5 minutes to a late night food spot that was bustling, delicious, and $9 for five dishes plus rice.

The bus, subway, and rail systems are excellent — clean, modern. Every day, I took the 22 bus to my gym, and reveled at the quiet and ability to think my own thoughts. Uber is cheap and abundant (I never waited more than 3 minutes in Taipei proper for an Uber). Navigating is easy on Google maps. My cousin lives in Kahsioung on the very southern tip of Taiwan, only a 2.5 hour high speed rail ride away.

Taipei is an ambivert’s paradise. For introverts, the cafe scene is truly extraordinary, spanning classical tea houses to modern fusion cafes. In car heavy suburbs in America, the only cafes that survive are chains — Starbucks, Coffee Bean. In Taipei, density supports diversity.

Public third spaces are beautiful. I spent many afternoons at Chapter (how is this place free?), visited Not Just Library, and spent a Sunday afternoon reading in the serene Beitou public library, lost in the interplay of airy wood, green, and light.

Chapter, my favorite third space.

The iconic Beitou public library

For extraverts, there are of course the world famous night markets, and also malls, lounges, bars, clubs, and many types of cuisine for gatherings with 热闹 — e.g. hot pot,热炒. Seeing the Friday night locals, faces red, shouting with good cheer with bottoms up drinking, you notice an ever present sense of 热闹, aliveness. At private parties, when the liquor flows, the laughter and ribbing rival any American party.

Taiwan has God tier outdoors. Last time, my friends and I hiked Taroko National Park and stumbled upon natural hot springs. This time, friends took me out surfing in Yilan, a famous Taipei day-time getaway (thank you Sharon & James!) that had the warmest water and chillest waves of any surf destination I have been to. Multiple new local Taiwanese friends mentioned the great outdoors as their number one hobby. San Francisco is also surrounded by beautiful mountains, forest, and ocean, but you need a car to access them; in Taiwan you can hop on public transit.

Natural hot springs (!) in Taroko National Park

Surfing in Yilan with new Taiwanese friends Sharon & James (thanks for taking me out!)

Taiwan is not without its problems. As comfortable as it is — or perhaps because of the comfort — the most talented people leave. Taiwanese Americans who are born on the island, leave to study in America, and then return to Taiwan are revered status wise. The domestic market (21m people) is not large enough for huge companies, and earlier waves of electronics manufacturing dynamism have passed. People are paid poorly (average 45K NTD or 17k USD per year), and housing is so expensive people can’t afford to buy in Taipei. A lot of young people live with their parents and live for the present, not the future — they spend their money on food, shopping malls, and trips. The birth rate is the second lowest in East Asia (1.24 birth per woman) ahead of only South Korea.

Despite these problems, life is comfortable for locals. Healthcare is nearly free — the mother of one of my relatives was on weekly kidney dialysis for 40 years and it hardly cost them a penny. Higher education is nearly free. These social policies create a very high quality of life.

A diverse cultural layer cake baked by colonial history

Blessed (and cursed) with a strategic geopolitical location at the mouth of the South China Sea and abundant fertile land, Taiwan has been coveted by world powers since the 1600s.

The first residents of this tropical island were aboriginal. According to cutting edge linguistic and genetic research, the Austronesian people originated in Taiwan, and then migrated 5-6K years ago by sea out to the Philippines, Southeast Asia, and the Pacific Islands including Hawaii.

Portuguese explorers made contact in 1544 and named it Formosa. After a period of Spanish colonization, from 1624 to 1662 and 1664 to 1668 the Dutch East India Company established a colony and forts on Taiwan. The Chinese pirate Koxinga defeated the Dutch forts and established the first period of Chinese rule in 1668.

From 1885 to 1945, the Qing dynasty in China lost Taiwan to Japan after losing the Sino-Japanese war, and Taiwan was the crown jewel of the Japanese empire. After that, the Republic of China (ruled by the KMT Party) took over Taiwan in 1945, and ruled under martial law for nearly 40 years before opening up Taiwan to democratic elections.

This history has baked fascinating layers in the Taiwanese cultural layer cake — aboriginal; Japanese, Chinese, western / American.

Though 78 years have passed since Japan surrendered Taiwan to China, there is nostalgia for the Japanese past and love for the Japanese present in Taiwan. Delicious Japanese ramen, sushi, and omakase is smattered all throughout Taipei. I met several half Taiwanese half Japanese locals, and heard stories of grandparents who spoke fluent Japanese (and hokkien/台語 but often not Mandarin) and studied in Japanese schools. My relatives vacation in Tokyo & Kyoto often, in the way Californians visit Hawaii. My younger cousins watch a lot of anime & listen to Japanese music. At a deeper cultural level, a strain of politeness and ritual propriety exists here — please and thank you — that was destroyed by the Cultural Revolution in China. Kawaii (cuteness) is a way of life: in the way girls do their make up and the way the boys style their hair.

Most people in Taiwan look Chinese — they are of Han descent, descendents of either earlier trickles of immigration from southern China during the Ming and Qing dynasties or the 2 million Nationalist Chinese who came to Taiwan (the Republic of China) with Chiang Kai-Shek after they lost the civil war between the communists and nationalists in 1947. When the Nationalist army arrived on Taiwan, there was an initial burst of joy and hope, and then a bitter backlash when they discovered the corruption and incompetence of the first wave of Chinese nationalists, followed by the White Terror (白色恐怖).

Because the Cultural Revolution never happened in Taiwan, more traditional Chinese culture is arguably preserved better in parts of Taiwan than in China. On my final day, I visited the National Palace Museum, which preserved beautiful antiques from the final Chinese dynasty, the Qing dynasty, including a famous jade bok choy, and a stone that looks like pork belly…(yes we Chinese people sure love our food) 

The cocktail of Confucianism, Daoism, and Buddhism of a pre Communist China is alive and well in Taiwan.

Religion, spirituality, and superstition are omnipresent here — there are over 15,000 temples. A Taiwanese friend asked over dinner: “how often did you pray at the temple growing up?” I explained that my parents grew up stripped away of religion, so I grew up irreligious in the US. She could not fathom it. Tolerance of belief has its positives, and its negatives — the tap water is scientifically very healthy, and yet no one drinks it because of superstition; the child mortality rate is 3x that of Korea and Japan, and one hypothesis is because of the emphasis on traditional ways of having a child sleep on their stomach, which is a risk factor for SIDS. Cult activity is surprisingly prevalent here.

Pure land Buddhist temple I walked into one day

Taiwan loves western / American culture. Sitting in this cafe (literally named “This Cafe”), the Taiwanese guy next to me is journaling away in 中文 on Notion; the girl to my left is asking coding questions to ChatGPT. I overheard a girl talk about reading Naval Ravikant and listening to Andrew Huberman. The cafe across the street is an American hot dog brand that has a line of Taiwanese circling the block. Culturally, Taiwan feels more progressive than other East Asian capitals. Many girls have visible tattoos; I saw a number of LGBTQ couples walking the streets (though interestingly only lesbian couples); the #MeToo movement is currently rippling through Taiwan; I was a fly on the wall during heated political discussions at a party about whether young people would vote for Ko Wen-Je or another presidential candidate in the critical January 2024 presidential election.

This openness & love for America might stem from Taiwan historically courting America as Taiwan’s (popular kid) best friend. From the early days of the Republic of China in 1947, Chiang Kai-Shek and his charismatic, Wellesley educated wife Soong Mei-Ling charmed American presidents, Congress, and the press. On the outside, Chiang Kai-Shek presented a foil to communist China during the Cold War, but he ruled through one of the longest periods of martial law in the world. His son Chiang Ching-Kuo moved the country towards democracy, ending martial law, introducing freedom of press, and more. In 1996, Taiwan held its first competitive presidential elections and has been a vibrant democracy since. 

Taiwan’s colonial history & democratic transition bakes a unique mix of Confucian Asian values — family first, host culture, implicit communication, emphasis on education, propriety & politeness — plus western liberal values of freedom of religion and press, democracy, progressivism, and tolerance.

Sitting on the two most important faultlines of the future

Taiwan is one of the Four Asian Tigers, with fantastic economic growth in the mid-late 20th century. A huge driver of this economic boom was electronics manufacturing, and in particular, semiconductor fabrication. TSMC, which is 15% of Taiwan’s GDP alone, locates its infamous fabs on the western part of the island.

In my home city San Francisco, AI is all the rage. AI relies on compute — nanoscopic silicon wafers with tens of billions of transistors. 90% of the world’s most advanced semiconductors are fabricated in one place — TSMC. NVIDIA, one of the hottest companies in the world, designs their chips using TSMC fabs.

In the science fiction novel “Dune”, “spice” is the most important resource in the universe; in an AI economy, compute is the new spice. Somehow, this tiny tropical island has become Arrakis, sitting on the first faultline of the future — compute.

The second faultline is as old as mankind itself - territory disputes.

On Monday 7/24 at 1:30 PM, I suddenly heard a foghorn all around and an amber alert on my phone — it was an air raid drill, and we had to report to the nearest shelter. That same week, mainland China flew more fighter jets than ever into Taiwanese airspace. Interestingly enough, I heard very little direct concern about invasion from China in my conversations, especially among young people who are overwhelmingly “green” or politically supportive of Taiwan independence. Yet, the drill reminded me that despite the comfort of daily life, the geopolitical faultline is tenuous.

On my final Saturday in Taiwan, I visited the grave of my Da Jiu Gong to pay my respects. My relatives drove me up the windy path of Yangmingshan to the KMT veteran’s cemetery on a sweltering 100 degree summer day. My Da Jiu Gong was a lieutenant colonel in the KMT army who fled to Taiwan in 1949. We first set a picture of my Da Jiu Gong down, along with offerings of food for the afterlife, and lit incense candles. Then, we went inside, to a vault with countless wooden boxes with ashes, where his ashes were. I felt deeply moved touching the wooden grain and reading my Da Jiu Gong’s name, knowing that he changed the trajectory of my life — without him, my parents (and I) wouldn’t be in the US.

On the way out, I noticed walls and walls of empty wooden boxes. I asked my Biao Shu (my Da Jiu Gong’s son), a retired colonel in the KMT army: “why are there so many empty grave boxes?” His answer sent chills down my spine: “that’s for the deceased soldiers in the war to come.”

Paying respects to a picture of my da jiu gong

empty wooden boxes for veteran ashes

In the past few hundred years, Taiwan has been a minor character historically. During the last 150 years, the main stage played out in Africa through colonialism, UK & Western Europe through two wars, the American continent, China, Russia, Japan, revolutions & wars in the Middle East. When the People’s Republic of China was reinstated in 1971 in the United Nations, taking the Republic of China’s spot, Taiwan also faded on the world stage.

In a future increasingly defined by the twin forces of the great power relationship between US & China and the development of AI, this comfortable, fascinating island, a place where I have family, sits on the faultlines of the future.

Recommendations to learn about Taiwan

There is no substitute for visiting and talking to local people, but here are some sources that have been helpful for me:

  • Green Island by Shawna Ryan - beautiful historical fiction about the white terror. If you liked Pachinko, you might like this.

  • Forbidden Island by Jonathan Manthorpe - good historical overview of periods of colonization

  • Tricky Taipei - modern culture blog for tourists by Kathy Cheng

  • Taiwan Foreign Correspondents Club Twitter (h/t Kathy Cheng)

  • Taiwan Daily News

  • Chip War (h/t Cat W)

  • TSMC podcast (h/t Nish B)

  • City of Sadness movie (h/t Amy H)

Thank you to my 表叔 and 表姑, Ed M, Kathy C, Katherine H, Nish B for being such amazing sherpas for me in Taiwan. Thank you to Kathy, Nina, Nish, for reading and giving feedback.

5 learnings from my first time fundraising in politics

If you gave $10 or $20 to political candidates in the 2022 cycle like I did, your inbox was flooded with subject lines like the below today from politicians “humbly asking for $3 before our FEC deadline ends at midnight.”

Tonight (6/30) is the end of the quarter, not just for Wall Street companies, but also for Capitol Hill elected officials.

Over the past few years starting a company, I raised three rounds of venture capital and found it very fun (I’m sure raising in a boom climate helped a lot!). However, up until March I had never raised political dollars before.

In March, I volunteered to help State Senator Scott Wiener raise money for his Congressional Exploratory Committee, because I believe (a) Senator Wiener is the most effective and high integrity elected official in California whose housing bills alone (SB 35 and hopefully SB 423) have led to tens if not hundreds of thousands of units of new housing (b) this Congressional seat is incredibly impactful as the most powerful non term limited seat in San Francisco and (c) early money in a race is especially high ROI.

Here are five learnings / musings from my first time doing political fundraising:

First, there are two main types of dollars for political candidates — hard & soft money

The first type is individual contributions, shorthanded to “hard money” contributions. The second type is political action committee (PAC) contributions, shorthanded to “soft money” contributions. Hard money contributions are capped; for a federal race like this one, the individual contribution limit is $3300; for local San Francisco races (Mayor, Supervisor, etc.), they are capped at $500. Soft money contributions are uncapped — larger dollar donors can give any amount they want — but according to campaign finance laws they are not legally allowed to coordinate with campaigns, meaning PACs will fund independent advertising campaigns supporting their candidate and attacking the opposition candidate. Because PACs can raise much more money, and are more constrained in their use (e.g. mostly for ads), hard money is raised earlier in a campaign cycle. The below is about my experience with hard money fundraising.

Second, the biggest challenge is diversifying the donor base beyond existing donors

When Senator Wiener opened his exploratory committee, we were instantly able to call in dozens of max contributions, because of his deep rolodex of past supporters. Many of these supporters are older voters who also donate to lots of other political causes. Conversely, it is very hard to get people to go from never donating politically to suddenly donating. Too often, people think of politics as being something they don’t want to touch at an identity level, so even if they have money, they don’t donate.

The reality is, when reasonable people don’t donate / volunteer, the loudest voices in a democracy are those with the most extreme or the most narrowly interested views (whether corporations, unions, pissed off nimby neighbors, activists, etc.)

On the flip side, there’s an opportunity: it’s easier than you think to break into the room of political decision-makers and have your voice heard by doing a single max contribution.

Third, the most effective salesperson is the candidate; but there’s room to optimize

By far the most effective call was a call from Senator Wiener himself. But I was shocked by how manual the data & personalization for Senator Wiener’s call list was. My experience in the startup world is sales & marketing systems and data are extremely optimized — you know exactly how many times to text & call someone through automated workflows. I’m also shocked at how formulaic all these political fundraising emails look — at this point all the arbitrage in a clever subject line is probably gone. I think there is a lot of alpha in better data to optimize candidate time — an enriched data set or voter file stitched together from everyone who has ever given to related candidates & causes, and their giving patterns.

Fourth, relational organizing is most effective to activate donors

When I organized flashmobs in college, we organized on a hub & spoke model — we found a group of fifteen people who would each recruit ten people into their group. Similarly, the most effective fundraising involved credible leaders across different networks tapping their networks and asking their friends to give. Specifically, fundraiser events were a big part of this approach. It is uncomfortable and hard to directly ask your friends for money. It is much lower stakes to invite them to an event where they can meet the candidate, and have some nice food and good company. In particular, we found that themed events, like an event we did on artificial intelligence, got extra interest vs. a generic fundraiser.

Fifth, deadlines drive behavior, and there are lot of cross t’s, dot i’s that are critical at the last minute

In the last couple days before the deadline, it was surprising to me how there were people who had pledged earlier, but forgotten, or gotten busy, who just needed a reminder or two to give, like this friend:

Looking ahead, the November 2024 elections are a pivotal election for not just the country but especially for my home, San Francisco.

Within SF, there is not only Scott’s race and a mayoral re-election, but also a number of the board of supervisor seats opening up. There is an opportunity to flip the board of supervisors from a 6-5 NIMBY majority to a 6-5 YIMBY majority and prevent debacles like this last week from happening. And to do that, we’ll need to raise money, and diversity the pool of donors beyond the traditional political establishment.

3 hours before the 11:59 FEC deadline…time to send a couple more emails…

yuan fen — taiwan’s role in my family story

A week ago, I flew to Taipei, Taiwan for the first time with friends on vacation.

The first couple of days were magical. From traversing bustling night markets speaking Mandarin, to walking around seeing attractive models of Chinese descent on billboards, to accompanying my American friends sampling foods I ate growing up (酒酿汤圆 (jiu niang tang yuan), 豆浆油条 (dou jiang you tiao)), I felt deeply at home.

at Linjiang Night Market with the homies

Little did I know this trip would challenge what home meant.

A couple of days in, I vaguely recalled an old memory about a deceased relative who lived in Taiwan and helped my dad immigrate to the US. I remember we called him 大舅 (da jiu).

I texted my family groupchat — “wait a second, do we still have relatives in Taiwan?” Turns out, 大舅 passed 18 years ago in 2005, but he left behind a son and daughter, my 表叔 (biao shu) and 表姑 (biao gu). The last time my dad had been in touch was 2005, when they traded emails around 大舅’s death. Somehow, my dad found an old telephone number from an email, and he called.

The next day I found myself on a group Line video call with my long lost relatives, and we scheduled to meet up the next day in Taipei over mala hotpot!

The power of modern tech

Family reunion after 18 years over mala hotpot in Taipei

I learned that when I was just a few years old, my 表叔 and 表姑 visited our family in the US, but I didn’t have any memory of this. My 表叔 is a retired colonel in the Taiwanese army, and my 表姑 is a stay-at-home mom raising two kids. They looked intently at me, marveling at how much I had grown from the little boy they met. Both were incredibly warm and generous and I feel immensely grateful they hosted me and treated me with such love after meeting me only once.

Over boiling beef and cabbage, I asked: “What kind of person was 大舅?”

“Well,” started my 表叔, “he was a very generous man…”

…In the process I pieced a picture of da jiu’s life, and his impact on my nuclear family.

大舅, the older brother of my paternal grandmother, was animated by rage and patriotism during the Japanese occupation of China during World War II (1939 - 1945). Following in the footsteps of his brother-in-law from the same hometown of Jingxian (where both my parents and I were born), he joined the Nationalist Army. After the Japanese surrender in 1945, he fought in the subsequent civil war between the Communists and Nationalists on Hainan Island, and then left to Taiwan with the Nationalist Army, separating from his family.

大舅 was a devoted man whose decorated military career earned him a medal, and he later went into civil service assisting with Taiwan’s economic miracle, in HR and at a local pharma factory in Taipei. When China re-opened to Taiwan in 1987, he went back to visit Jingxian to his mother, who he hadn’t seen in 40 years. At this point, the white terror had raged in Taiwan for decades, intertwining with its meteoric economic rise. Da jiu was part of a generation of old soldiers who were separated from their families on Mainland China for decades, and were finally re-uniting. All politics is local, and all history is personal.

China was just beginning its economic miracle under Deng Xiaoping, and was still desperately poor. When Da Jiu drove in car to Jingxian in China, the roads were unpaved, and villagers surrounded the car gawking, because cars were so rare. He came back and brought money, and brought a water heater for his sister, my grandmother; one she still uses to this day 35 years later.

Without Da Jiu, my dad would not have been able to go to the United States. Da Jiu paid the air fare for my dad to fly to the US, and gave him a couple hundred US dollars, a fortune in then China. More importantly, he co-signed my dad’s Visa. At that time, a US visa from China needed an Affidavit of Financial Support (Form I-134); Da Jiu found a distant relative who immigrated from Taiwan to the US to sign for my dad.

Without Da Jiu, would I have grown up instead in Canada, New Zealand, or another country where members of the Chinese diaspora who couldn’t get US visas landed? Would my parents have stayed in China (in which case my sister wouldn’t have been born because of the one child policy)? How would our lives be different?

Seven days ago, my story was: “born in China, raised in America.”

Now, my story is: “born in China, raised in America, with family in Taiwan.”

There is a phrase in Chinese, 緣份 (yuan fen) which translates to providence, or a destiny that brings people together. It was 緣份 that Da Jiu was able to help my father come to the US; 緣份 that I was able to meet back up with our Taiwanese family after 18 years out of touch.

The first character of yuan fen, 緣 (yuan) sounds exactly like 圆 (yuan), which means circle. This trip was not only luck, but the completion of an identity & family circle.

4 learnings from managing 100 early childhood educators

Over the past five years, I have employed close to 100 early childhood educators across California and Arizona at my venture backed education company Tinycare.

Tinycare operates a network of micro-schools with 4-6 children per school.

In San Francisco, we provide subsidized housing for early educators, employ them, and then open 4-6 person Montessori inspired schools in their living rooms; in Phoenix, Arizona we run micro-centers in small commercial retail spaces.

one of our ~20 San Francisco Tinycare micro-schools

Here are four things I learned working with so many early childhood educators.

1/ Early childhood educators care deeply about their specific children; not about abstract notions of impact for all children

Last week, I took four of our teachers out to dinner. I asked about their lives, and we small talked about the latest TV shows and weekend brunch spots. Pretty quickly, though, we got to their kids.

Our teachers teared up talking about how much they love their children — how this child is learning to walk; that one’s vocabulary is exploding. They attend their children’s birthday parties years after they graduate from their classrooms.

The mindset of a teacher is very different from that of an analytical tech person. Whereas tech leaders focus on broad, scaled impact rooted in a utilitarian perspective, I have never once met a teacher who thought about abstract “impact.”

Being a teacher means caring immensely about relationships with the specific children & families you are serving.

2/ Experience doesn’t correlate with being a great early educator

In early 2021, we ran a correlation on parent survey data with a number of teacher metrics — including experience — across ten micro-schools. Surprisingly, there was 0 correlation between years of teacher experience and parent NPS.*

One of our star teachers was a 22 year old who moved from Kansas City to San Francisco. She had a community college degree but didn’t finish her bachelors degree, and before that had worked for years as a part-time summer camp counselor. We found she was phenomenal with kids, communicating with families, and was a positive cultural champion. We quickly promoted her.

By contrast, we found that almost all of our most culturally problematic teachers were highly experienced early childhood educators who had worked in center based classroom settings for a decade or more and some had master’s degrees.

Instead of experience or education, what matters are soft skills — psychological security, love for children, communication skills, patience.

The fact that experience doesn’t correlate with quality is promising for solving the 100k+ early childhood teacher shortage. Imagine building training academies that taking Starbucks baristas off the street who love kids and training them into excellent early childhood educators.

*to be clear, we didn’t run this on child outcomes, data of which is famously hard to come by in early childhood.

3/ High trauma leads to cultural challenges and potential for changing lives

Average pay for early childhood educators is barely above minimum wage, and a staggering 53% of early educators are on public assistance. With high rates of poverty, you would expect that incidents of trauma are high, but I was not prepared to face this reality firsthand.

One day, at an all team event, I asked a room of 30 of our teachers to go around and share why they did this work. One of them said “when I’m with the kids, I can provide the love I never received.” The whole room held their breath. A deep truth resonated throughout the room.

Having previously worked only in a tech startup culture, I struggled to manage teachers with high rates of trauma and mental health challenges.

One of my first teachers was diagnosed with bipolar two. Another had what I now understand might be borderline personality disorder. A third I caught lying multiple times.

In all hands settings, certain teachers who were very triggered could dominate the conversation, often in an intensely negative direction. It took me a long time to figure out how to manage this.

And yet, this also meant we could genuinely change lives. I remember one teacher, who shared a single bedroom with her two teenage sons in South Bay with a relative she didn’t have a great relationship with. At Tinycare, we subsidized a 2 bedroom apartment in SF. She sent me a Slack that Tinycare subsidizing her housing was the first time she felt safe sleeping in her own bed for over a year.

Hearing that made all of the challenges worth it.

4/ The future of teacher management is teal

The first year at Tinycare was me, managing our first few teachers. I had no idea what I was doing, especially managing a staff with so much trauma for the first time. When we scaled past the first ten teachers, we needed experienced teacher management.

We hired a superstar center director from Bright Horizons, one of the largest childcare chains in the country. Yet, from day one, the hierarchical management model hit a lot of pushback from our teachers — we heard repeatedly from teachers that they didn’t want to have a manager or 1:1s because they preferred autonomy.

In Reinventing Organizations, Fredrick Laloux writes about an evolution of consciousness in organizations. Currently, most teachers in the country operate in orange organizations — top down hierarchical traditional school models focused on command & control.

Alternative models exist. Buurzorg is a nursing organization with 15,000 nurses organized into self-managing co-operative teams of 8-10 nurses, who make all of the local decisions. The outcomes speak for themselves — Buurtzorg is the fastest growing, best patient outcome, best financially performing, and highest nurse satisfaction nursing org in the Netherlands.

Inspired by Buurtzorg, at Tinycare, after our failed experiment with a top down model in 2021, we designed & launched “villages”, which are communities of teachers led by Mentor Teachers — peer teachers who still teach, and also manage & guide the other teachers for a stipend outside of school hours.

The model of mentor teachers has several benefits: (a) it creates a (b) it creates a pathway from teachers into leadership (c) it’s more affordable for the p&l than full time headquarters staff.

The reception has been incredibly positive. Having run multiple villages at Tinycare for a year, I am bullish for a future that looks less like Bright Horizons, and more like Buurtzorg; a future where teachers can focus on their love for their local community & teams, and still scale within a network that makes broad impact.

dissociation & assimilation after atlanta

This is the first part of a series on Chinese American identity. This was originally written on March 20th, 2021. I was reminded of it after the recent horrific Monterey Park shootings.

On May 25th 2020, after the death of George Floyd, I was furious, shocked, and deeply saddened. I spent the next month scrolling through Twitter, donating, organizing, learning — compelled by the injustice against Black Americans and the righteous anger to do something.

Almost one year later, on March 17, 2021, the Atlanta parlor shooter murdered eight people including six Asian American women. I felt numb. I avoided the news; I didn't read Twitter.

I am a Chinese American man.

Why did I have these different reactions?

Over the past few days since Atlanta, I've been unpacking this question. The answer has struck to the very core of my identity.

I was born in Anhui, China, a province a few hours away from Shanghai and immigrated to the United States when I was two and a half. Like many children of my generation, my parents immigrated to the US for a better life after Deng Xiaoping re-opened China to the West. For most of those two and a half years I was raised by my grandparents — my nainai and yeye.

My parents found jobs as software engineers, at a large private technology company in Redlands, California, an hour and a half east of Los Angeles. My local public elementary, middle, and high schools were all within one mile of each other.

In kindergarten, at Smiley Elementary School, my parents walked me into the administration office, and the office lady asked "what's your name?" "I'm Tianchen!" I said with an ear to ear grin. She stared down at me. "Uh...I can't pronounce that. You need an American name" she informed me coldly. This was one of my first tastes of Asian American discrimination, and it went over my earnest, five year old head. I went home to mom and dad and told them I needed an American name.

I started going by "Michael", and growing up in a predominately white, upper middle class suburb of LA, I always wanted to fit in. I had friends, but I knew I wasn't popular. At recess when I called "ching chong" and "konnichiwa," I knew I didn't like that, but I kept my head down and kept walking.

My mom encouraged me to play sports and pursue my passions, and I got into sports because I enjoyed them, but also because I didn't want to be seen as only be good at school like "the other Asians." I sampled soccer and roller hockey, and chose competitive golf.

Alongside that, I took violin and piano lessons, but stopped because I wasn't any good at them. But I also stopped because of something deeper — I felt they were too stereotypically Asian. I was a straight A student, but I always said "oh, I suck at math" to my white friends. I grew out my hair long and wore Etnies to be like a SoCal (white) surfer / skateboarder boy.

Underlying my push towards the things I enjoyed was a darker pull — I did everything I could to distance myself from the shame of being Asian in America.

Cathy Park Hong, the author of "Minor Feelings" writes: "In America, Asians are second in line to be white; second in line to be erased."

Growing up, I eagerly awaited my turn for erasure.

What is your goal for college?

It is 1:14 PM and I am at my third high school of the day — Cleveland High School, in Portland Oregon. Colorful post-it-notes dot the classroom. Expectant 11th grader eyes peer at me. On the whiteboard in front of the class, I have just finished writing: “Design Your Ideal College Workshop. Part I: Goals + Problems.”

I turn to the class. "Raise your hand if you have been to a college visit or toured a college campus already."

Every single hand in the room shoots up.

“What questions do you ask on these tours?” I ask.

A litany of hands shoots up. “What is the student to teacher ratio?” one girl blurts out. “What majors do you have?” says a boy. “What student clubs do you offer?” I’ve heard these same questions dozens of times.

I take a couple more, and then ask: “How many of you” — I pause for dramatic effect — “have asked yourself ‘what is your goal for college?’” Silence. Two tentative hands rise up.

In the last year, every time I visit a high school to get the word out about Minerva, I facilitate a workshop, where students participate in a combination of free writing, discussion, and group work to design their ideal college. By now, I have led this workshop more than thirty times. Whether it’s a poor urban city charter school in Dallas or a tony private school in Los Angeles, one thing stays the same: students don't think deeply or thoughtfully about their college search. The types of questions students ask read straight out of the metrics for ranking colleges in the US World & News Report. Prestige and cost reign supreme.

This seems problematic for one of the most important decisions of students' young lives. It is not that the questions students are asking are unimportant; it is that there are even deeper questions to ask first. Thinking about majors without thinking about goals is like preparing to buy a house and asking: “How many rooms does it have? Are there bay windows? Is the backyard artificial or real grass?” but never asking the question in the first place: “what kind of life do you want to live?” (How does a house support that lifestyle?)

The most problematic aspect for me is this: in an increasingly globally competitive world, students no longer have the luxury of groupthink. The conveyer belt of schooling no longer leads to a stable and well paying job, a house with a white picket fence and two and a half kids, and a retirement with full pension, as it may have fifty years ago. Instead, sooner or later, students will have to face these tough introspective questions. Perhaps these questions hit them sophomore year of college, in the middle of an organic chemistry exam, when they realize that the nineteen years that their parents spent grooming them to be a surgeon was for naught; they don’t want to be a doctor. Perhaps these questions will hit them in their late thirties, when they realize that toiling away at a Wall Street firm and climbing the corporate ladder made them a lot of money, but not a lot of self-fulfillment. Perhaps it will be later still.

Sooner or later, students will have to ask these deeper questions of themselves. They will have to think about their core values and how they want to live by them. They will have to consider what their unique talents are and how they should cultivate them.

As many students start the college admissions rat race again this summer and fall, let us make sure they ask at least one of these questions early: “what is your goal for college?”

 

 

Your job is automated away. What's next?

“What do people do after their jobs are automated away?”

This was the question posed by my good friend Asher on a chilly Saturday night at Soma StrEat Food Park in San Francisco.

Asher had just been to a new restaurant called Eatsa, where there are no waiters — everyone orders from an iPad and the food comes up through a circular enclosure on a table. A generously portioned food bowl costs $7 dollars, a steal by SF prices. There are winners: consumers pay lower prices and companies increase profits with lower operation costs. But as with everything capitalism, there are also losers: waiters and waitresses who are out of work.

What do these former waiters and waitresses do next? We brainstormed rapid fire: perhaps find another entry-level job (retail, truck driving [1]) or temp job (substitute teacher), become part time in the sharing economy (only relevant in major cities like SF or NY), move to another city where they have a friend / relative, become homeless, hustle, commit crime, join the army, start a small business, do drugs, go back to school. How do they search for another job? Perhaps use the Internet, ask friends and relatives [2], walk down the street looking for the first “we’re hiring” sign that they can on a window. How can we help?

I was struck by how many conversations I have about the topic of automation, and how few of them consider the individual people involved. In Silicon Valley, there is a lot of talk about technological disruption of traditionally labor-intensive industries (e.g. self-driving cars), and some talk about grandiose policy ideas like universal basic income for the unemployed in a post-work economy. Both ideas treat people the same — as one single mass of “humanity" in the indefinite long run. There is very little thinking about individual human beings and their day-to-day struggles, hopes, thoughts, and feelings after their job is replaced by a machine.

As more and more of the most common jobs in the US (waitressing, driving) become automated, we need to listen to and empathize with these individual stories, and work with them to create new training and employment pathways. It’s one thing to make “society better with technology”; it’s another to empower all individuals to have the opportunity to live the life they want to lead.

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[1] Truck driving is the most common job in the United States, with more than 3 million total. I recently met a former transit operator in SF who is now starting a truck driving small business with his cousin to haul dirt away from all of the construction happening in the city.

[2] I remember a conversation I had with an Ethiopian taxi driver in Seattle two years ago. He said the reason he moved to Seattle as opposed to anywhere else in the US was because he knew one friend in the US who was in the towing business in Seattle and said that business was good.

 

This micro-blog post is inspired by the Tim Ferriss podcast episode with Seth Godin, who blogs every single day, and advocates for blogging in order to “putting yourself in public behind an idea.” I tend to be skeptical of business writers (especially ones as popular as Seth), but I was inspired by Seth’s principled approach to life and no bullshit critical thinking. It remains to be seen whether I keep this up for more than one day...but this is a start.

 

 

 

 

Book Review: "The Rise of Teddy Roosevelt"

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On October 14th, 1912, former president Teddy Roosevelt, on the campaign trail again as nominee of his own Progressive Party, was shot in the chest by an unemployed saloonkeeper. Staggering for a moment, Roosevelt said: “it takes more than that to kill a Bull Moose,” before removing the bullet ridden, 50 page manuscript of prepared remarks from his blood-stained shirt, and proceeding to deliver his campaign speech to a shocked crowd. It wasn’t until he finished his speech, 90 minutes later, that he agreed to check into a hospital. 

Stories such as these propel Teddy Roosevelt to a near mythic status in American culture. How much of these stories is true, and how much is dramatized? What other dimensions did the man have beneath the one dimensional badassness? What sort of life did he lead, and how did he develop into “the most interesting man ever to become president?”

I recently finished reading “The Rise of Theodore Roosevelt” by Edmund Morris, which went a long way towards answering these questions, and more. This Pulitzer-Prize winning biography was a recommendation and gift from my dear friend Dustin, and it lived up to his high words of praise. It begins with the birth of Teddy in 1858 and closes with his assumption of the responsibilities of the presidency as the youngest ever president at age 42, with the assassination of President William McKinley. In between, it charts his sickly childhood in the Brownstones of Manhattan, his meteoric rise in the New York State Assembly, his ranching and hunting in the Badlands of the American West, his leadership of the Rough Riders during the Spanish American War in Cuba, his building of a home at Sagamore Hill, his political career alternating between appointed positions in New York and Washington, D.C., and everything in between.

Here are just a few of the lessons I took away from the book:

Teddy Roosevelt the man

Teddy Roosevelt had so many magnanimous qualities. Here are a few that thoroughly impressed and inspired me:

  • Energy and vitality: Teddy possessed an inhuman energy and vitality. On hunting trips out West, he would ride dozens of miles a day on his horse without resting, in his hunt for big game. He scaled the snowy mountains of Maine as quickly as his backwoods companions. He gained the respect of the cowboys of the West with his relentless work ethic wrangling cattle. This indomitable energy extended from physical activities as much as it did mental ones. As president, he was known for reading a book a day, even after his presidential duties. He was a prolific author, writing 15 books by the time he was 30. He wrote with torrid pace, finishing thousand-page, meticulously researched historical works in three month sprints of pen to paper. Morris describes his bursts of work in mechanical metaphors, as a “great steam engine” or machine. The fount of his energy and vitality came from his grit and his work ethic, developed from extraordinary adversity in his youth. When he was young, he built up his body to overcome his physical battles with asthma; it becomes clear that his mental stamina develops in part to help him cope with the great emotional tragedies in his life. For example, he completed an incredible body of work as Civil Service Commissioner in Washington, D.C. after the death of his wife Alice and his mother Mittie when he is 25.
  • Courage: While there are countless examples of Teddy’s valor as a cowboy in the west and facing rearing grizzly bears in the Badlands, the courage that I especially admire in Teddy is the courage of his convictions—the fact that the’s a man of his word, who follows up talk with action. The ultimate example of Teddy’s courage is the Spanish American War. At the time, Teddy was the hawkish Assistant Secretary of the Navy, as much criticized for his bellicoseness as praised for his effectiveness as an administrator. As soon as the U.S.S. Maine was sank in the Cuban Harbor in 1898, Teddy immediately enlisted in the war in the Army. His closest friends and family criticized him for this reckless move, and his political allies believed he would be a more effectiveness public servant in the leadership of the Department of the Navy than on the front lines as a Colonel. Nevertheless, Teddy had no interest in being an armchair reformer, and it had been a lifelong dream of his to fight in a war. He ended up leading an epic charge on horseback with his Rough Riders up San Juan Hill in the decisive battle of the Spanish American War, mauser bullets whizzing past him.
  • Intellectual curiosity: despite many descriptions from his contemporaries that Teddy is “pure action,” there’s an intellectual side of Teddy as well. He is constantly reading and learning more and more, never satisfying his thirst for knowledge. This stems from his early age discovering books as unlocking imaginary worlds that he couldn’t reach in youth because of his sickliness. There are interesting parallels here between Teddy’s childhood development and that of the second-youngest President and famous speed reader John F. Kennedy.
  • Sense of timing: on both personal and historical fronts, Teddy has an impeccable sense of timing. One of his charismatic tactics that he developed in his early 20s in his stint in the New York State Assembly is always entering a room after other key figures arrive, and once he enters a room, pausing for a dramatic second, all eyes in the room gravitating to him, before proceeding towards his chair. Historically, Roosevelt’s rise as a politician corresponded with the overall trends in popularity of Progressive ideals after a few decades of opulence and excess during the Gilded Era—Teddy was the most important politician in office to ride these populist waves. To what extent Teddy’s timing is sheer luck and to what extent it is strategic and deliberately cultivated is unclear.
  • Family man: throughout his life, Teddy is fiercely familial. He is the father of one baby girl by his first wife, the deceased Alice Lee, and five by his second, Edith Wharton. In addition, he remains the de facto head of the Roosevelt family estate after his father’s untimely death. In his diary, he writes that he is has never experienced bliss like the bliss of being with family. 

The Life of Teddy Roosevelt

Tracing the trajectory of Teddy Roosevelt’s life reinforced lessons I’ve heard before about life:

  • tragedy and adversity developing extraordinary traits: at age 20, the young Teddy loses his father Theodore Sr. Teddy is overcome with anguish, and stated “he is the greatest man I ever knew, and the only one I ever feared.” At age 25, Teddy suddenly and tragically loses his young wife Alice and his mother Mittie on the same day. Throughout his youth, the young Teddy battles severe asthma, which brings him to the brink of death many times. Both research and popular anecdotes tell us that tragedy develops character and leaders. These early tragedies steeled Teddy and forced him to get to the pith of what is important in life.
  • the most effective social reformers bridge establishment and reform circles: From the Meat Inspection Act of 1906 to breaking up the Standard Oil Monopoly, Teddy is a trailblazer of the Progressive movement to end municipal political corruption and the power of huge corporate trusts. His success as a reformer is in part because of his ability to identify both with the powerful establishment and the grassroots reformers. Born into the aristocratic Roosevelt Family, one of Manhattan’s social elite, Teddy early on benefits from his family connections and wealth to vault into the center of New York social circles. At Harvard, he is invited to join the Porcellian Club, the most exclusive of Harvard’s Final Clubs, bastion of the Boston Brahmin. He does so similarly in Washington, D.C., when he joins the elite social circle of John Hay, Henry Adams, and other prominent political elites. Teddy is yet another example of an influential reformer who is able to bridge the common experience and elite circles. Another prominent example of a reformer that empathized with both the top and bottom segments of society is Martin Luther King, Jr. King is the popular leader of the Civil Rights Movement, but he is by no means purely from humble beginnings. According to Marshall Ganz, community organizer and architect of President Obama’s 2008 campaign grassroots strategy, Reverend King’s assumption of leadership of the Southern Christian Leadership Conference is in part because of his unique background as a partial outsider and background as an intellectual from an elite reverend family in Atlanta.
  • the non-linearity of life: at age 24, Teddy is the precocious and charismatic Majority Leader of the New York State House Republican Coalition. His career seems to be on a fast track to the nation’s highest office. Yet, the ups and downs of politics and personal life afflict Teddy. At age 26, he is alone out West ranching and writing, after being publicly losing the support of his reformist coalition at the Republican National convention for ultimately acquiescing in his support of the corrupt Old Guard Republican nominee for president, Blaine. At this point, it’s uncertain when he’ll return to New York or to politics. At 28, he is nominated by, and routed in the New York Mayor’s election. For much of his thirties, Teddy considers writing and literature a more promising occupation than politics. And of course, there is perhaps no bigger surprise than the sudden telegram of William McKinley’s death in 1901, launching VP Teddy into the presidency.

How It’s Written

At 780 pages, “Teddy” is a hefty tome. But those pages fly because in addition to the scholarly rigor of a scientist, Morris excels at writing with the enchantment of a novelist. If for no other reason (and there are so many other reasons), this biography is worth reading because of how well it is written. Here are a couple of tactics that author Edmund Morris is particularly deft at:

  • an extended hook: any good story starts with a hook. Morris opens the Prologue with a detailed account of New Year’s Day, 1907. Teddy Roosevelt has already been president for 5 years, and he is in office in a time of domestic economic prosperity and international peace. Morris describes Teddy in all of his magnanimity—his physical presence (bespectacled face, huge gleaming teeth, rippling chest muscles), his policy successes, and his personal traits. By highlighting all of his traits, Morris raises intrigue in the reader as to how such a man came to be.
  • flow and transitions: Morris seamlessly and creatively alternates between narrative description and analysis of trends in Roosevelt’s development. The tempo of the work is never broken by an off note in writing. These ordinary transitions, hundreds of them in the entire book, bring pleasure to the reader in their conciseness. Yet, these transitions are also punctuated by a few, sublime passages where Morris uses the features of the physical scene he is describing as metaphors for his development of the character of Roosevelt. For example, this passage talking about Roosevelt’s active dating life in college: “sickly and reclusive as a child, preoccupied with travel and self-improvement in his teens, he had had little opportunity to knock on strange doors. Now, doors were opening of their own accord, disclosing scores of fresh faces and alluring young figures.” (pg. 63)

On notetaking

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I’m a prolific notetaker—and I don’t just mean in school. A quick scroll down my iPhone notes app reveals a list, 132 at the moment, of notes: logistical numbers (golf handicap number, school mailbox number, phone numbers of customer service departments I called to complain to), dream diary entries, action items after meetings, things I should check out, funny anecdotes, insightful quotes, and the list goes on. 

A lot of note taking is reactive—recording something urgent before it slips from your working memory. Yet, note taking can also be a proactive strategy to accelerate your learning. Here, I mean learning in the broadest possible sense: about the world, and about yourself. In a recent conversation with my friend Carl Shan, he made this insightful comment: “learning comes from 2 things: having experiences and reflecting on them.” Note taking helps with this second piece of learning, reflection. According to research from UCLA, the average human has 70,000 thoughts per day. How do we make sense of these thoughts? A popular technique is to journal regularly. Because (infrequent) blogging is as close as I get to journaling, most of my daily reflection comes from note taking on the go: when I come across something noteworthy during my day that sparks new thinking or contributes to an existing theme I’ve been thinking about, my right hand instinctively dives into my pocket, pulls out my phone, and starts typing into the notes app. These “micro notes” make up my own private Twitter stream.

Once I’ve collected some fragmented Tweets—quotes from Season 3 of the Wire, insightful metaphors a friend used in conversation, impressions from an article I read—I sit down to transfer my iOS notes to Evernote, where I edit, format, and organize them into notebooks; I also type up any notes that I’ve collected on pen and paper into Evernote. This transfer phase is crucial to reflection—a consistent space for combining ideas, synthesizing them, and situating them into larger streams of thinking. Just as academic researchers contribute to generalized knowledge, notes contribute to my knowledge—about the world, and about myself. 

3 notes were written during the writing of this blog post.

On the types, measures, and value of time

In Slaughterhouse-Five, author Kurt Vonnegut describes the aliens from Tralfamadore, who see in four dimensions instead of three. While humans can only perceive a single moment in time at once, as the peak of a single mountain, the Tralfamadorians perceive the entire flow of time—past, present, and future—at once, as the panorama of a mountain range.

Lately, I’ve been thinking a lot about the concept of time, from the role it plays in my own life, to its importance in society, to even more broadly, how it dictates the entirety of our evanescent human existence. Inspired by this commencement address 10 timeframes, by Paul Ford, and also by a lot of thinking on a specific product feature (codename: “timeline”) in my work for TurnRight, this post contains some of my fragmented observations and musings on the relationship of Time to us all. Just as French novelist Marcel Proust once said, “the real voyage of discovery consists not in exploring new lands but in having new eyes,” it is my hope that by revisiting the ordinary and the familiar through the lens of time, you see things just a little bit differently. So it goes.

Types of time:

Let’s start with two truisms of time: first, “time heals all wounds,” and second, “use your time wisely.” If we look closely, the two “times” are not the same: the first Time conjures up the image of a supreme arbiter, all-encompassing and all-powerful, yet fair and just; the second time merely describes a possession or faculty that individuals have control over. Based on this, I think we can separate our commonly used notions of time into two camps: personal time with a lowercase ‘t’ and Universal Time with a capital ‘T’. Starting from its creation, every tangible object or being, from a human being to a giraffe to a kitchen knife to a star possesses personal time; the complete duration of your time from beginning to end is called your lifespan. On the other hand, independent of our individual, insignificant lifespans exists Universal Time, which according to Steven Hawking, started right at the Big Bang. While the most common visual paradigm of time is a clock, let’s try another representation: look around you and pretend every person and object around you has a progress bar hovering above them (for all of you gamers, just like an HP bar). How full each bar is represents the age of that individual or object. Look in the mirror—you have one too. Look up into the sky: that big progress bar represents the lifespan of the universe—Universal Time. The end of each progress bar is the end of that respective living being or object’s lifespan: the sun will die in approximately 5 billion years; you and I will die in less than a century. While it may seem silly and trivial to capture lifespans as progress bars, It would probably do us well to think about our own mortality from time to time—I am reminded of the wise words of Steve Jobs in his 2005 Stanford commencement speech: “remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. We are already naked. There is no reason not to follow your heart.”

Measures of time:

Perhaps because we humans can’t see in the fourth dimension, we have invented many measures to keep track of time, all of them man-made. You can think of these measures as the divisions in the hovering progress bars we envisioned earlier. The basic unit of time is duration. The specific man-made units range in a spectrum from infinitesimally small (milliseconds, microseconds) to unfathomably large (eons, light years). Most of our commonly used measures of time lie somewhere in the middle: some quantitative, such as seconds, hours, days, years, and centuries; some qualitative, such as past, present, and future. Interestingly enough, according to Paul Ford, most of the common measures of time, such as decades, were only invented in recent human history. The takeaway: these units of time are man-made and can be changed (Daylight Savings Time, anyone?); when they do change, they change human behaviors, patterns of thought, and lifestyles.

One of the biggest problems facing society today is a mismatch between big problems (climate change, global economic disaster, the Social Security crisis here in the United States) that require long-termed thinking and gritty decision-making to solve, and the short-term myopia of our leaders and common people (who are just looking to win the next re-election or get their next paycheck). While a part of our inability to solve these pressing issues lies in our inherent psychological biases toward short-termed, impulsive thinking, I have another hypothesis: in the age of Twitter, Gmail, text messaging and Facebook notifications, we need to invent smaller and smaller time scales—smaller and smaller blips on our progress bars—to keep up with the speed of information that bombards us every day. This push is largely spearheaded by businesses—for example, milliseconds for algorithmic stock traders means millions more dollars in revenue, and there’s a reason Google keeps working to improve the speed of its Search, if only milliseconds at a time. Gradually, this corporate push toward smaller time scales seeps into the public consciousness, until it enters common, everyday use. This wouldn’t be a problem, except our limited brains can only handle so much information, and keeping track of smaller and smaller divisions of time takes energy and cognitive capacity (imagine counting each millimeter line on a ruler)—it’s no surprise we are more stressed, distracted, and overwhelmed with information overload than ever before. How does this affect decision-making? Well, being bogged down with the next Tweet or next text message or next email shortens our individual attention spans, fracturing our focus, and crowding out our ability to look into the future, where the solutions to all of our big apocalyptic problems lie. On the flip side of the spectrum, while it is true that astrophysicists and cosmologists are inventing enormous timescales to observe and measure the universe, these large time scales don’t counterbalance the smaller ones espoused by social media, smart phones, and Google, which affect our daily lives and culture in a way that the discovery of dark energy in Galaxy X does not. Collectively, its no wonder that we as a society have shorter attention spans and more myopic perspectives than ever before.

The value of time:

Because we as humans value life, and our time is the measure of our lives, we value time. Specifically, we value our personal time more than we value Universal Time, which existed long before we were born and will exist long after we die (there is, however, one proportionally minuscule period of recent Universal Time that is relevant to our lives—we call this blip History, and offer it in college as a major and on television as a channel). Just how valuable is personal time? To answer this question, let’s use a metaphor: personal time, like money, is a currency. You can spend your time, save it, waste it, borrow it, give it, and share it with other people. Just like money, most of us don’t find time intrinsically valuable, but as a means to another end, such as pleasure, money, love, creation, or happiness. However, the closer a person gets to the end of their lifespan, the more they value time as precious in and of itself. Further, the value of time seems to ebb and flow with the value of money, which you value most in the middle of your life, when you need money for a house, a car, kids, and a spouse, and less as you get older. Neither currency seems to correlate strongly with happiness. A Princeton University study reveals that after $75,000 a year in income in the U.S., money does not correlate with day-to-day happiness, while psychological research suggests that your happiest moments occur when you lost track of time—a phenomenon called flow.

In general, which is more valuable, money or time? In our day and age of 24/7 work, sleep deprivation, and global travel, most of us would instantly answer “time,” but markets suggest another story: on average, those who specialize in managing the money of others (stock brokers, investment bankers, hedge fund managers) earn more than those who specialize in managing the time of others (secretaries, time management gurus, lifestyle coaches). In addition, while the homeless and the imprisoned have an abundance of time, few of us would trade places with them. Here, it seems that money is more valuable than time. There seem to be two reasons for this: while most of us are born with a wealth of time, few of us are born with a wealth of money. Second, although all of us know what it’s like to have too much time on our hands that we know what to do with it (boredom), few of us know what it’s like to have too much money on our hands (Mark Zuckerberg) that we know what to do with. But this is only an incomplete analysis. After all, it seems that the most important qualification of both currencies is not merely large quantities, but the freedom and choice to spend them.

More on time, soon.

A design experiment for writing better blog posts

When I think of design, the first thing that comes to mind is the sharp, sleek silhouette of a MacBook Air. This isn’t surprising—consumer technology’s recent design renaissance, led by young, saavy tech startup founders Jack Dorsey of Twitter and Square, Dave Morin of Path, and Joe Gebbia of Airbnb, was pioneered by Steve Jobs and Apple. Yet, as I’ve come to learn through my work for education technology startup TurnRight, there is more to good design than the curve of an ergonomic keyboard or the minimalist layout of a website; rather, design is both a process and a way of looking at the world. Participating in user experience (UX) meetings on everything from philosophical discussions about the purpose of our product all the way down to the most granular details, such as how drop-down versus type-ahead will influence a user’s behavior in filling out their hometown on the profile page, has been eye-opening, to say the least. Although I still know paltry little about the technical skills of design—neither front-end web development languages HTML5 and CSS nor graphic design mainstays Photoshop and InDesign have found their way into my arsenal—I now at least have an introductory grasp of the way that designers think. In this blog post, I hope to peel away some of those layers and discuss how I apply them to my own life.

Last year, Ex Appler, current Facebooker Wilson Miner gave a transfomative talk called "When We Build." During the talk, he asks us all to think about the products of our design as not merely products, but living breathing organisms that make up larger ecosystems we ourselves inhabit and are inevitably shaped by. At the core of Miner’s talk is the idea that design is a two way street, summed up by a pithy quote from Marshall McLuhan: “we shape our tools, and our tools shape us.” That “our tools shape us” is no surprise—from the age old nature-nurture debate to immense bodies of research in the fields of economics, psychology, and sociology, we know that people around us, our material possessions, and of course, our environments shape us and influence our thoughts, behavior, and interactions. What is less obvious is the first part of the quote: “we shape our tools.” Unless you are a professional visual designer, architect, or literally, a shaper of tools, your response is probably: well that’s nice, but I’m no designer. Enter journalist John Hockenberry—he’s no designer either. When Hockenberry was 19, he suffered a horrible car accident that left him paralyzed from the neck down, confining him to life in a wheelchair; thereafter, the story of “tragedy and fear and misfortune” projected by his wheelchair blotted out everything else, and nothing he could do would prevent moms in public from pulling their kids away and gasping, “don’t stare!” How could he change this? A simple design change: flashy wheels. Yes, the simple act of ordering flashy wheels from a catalogue and installing them onto his wheelchair elicited a completely different response from people. Now, not only do kids think he is “cool,” but also little boys occasionally ask him: “can I get a ride?” According to Hockenberry, this simple design change made all the difference because it conveyed authorship and his intent of refusing to be a victim and taking charge of his own life. To sum it up, good design equals intent. To return full circle to Miner’s message, I learned that anyone can be a designer simply by acting with intent, and these actions will return to influence the designer’s thoughts and actions. Inspired by these two talks on design and my work at TurnRight, I decided to apply design to my own life to help achieve my summer goal of blogging weekly. 

I. Reflection

"It is wisdom to know others; it is enlightenment to know one’s self."—Lao Tzu 

In user experience (UX) design, actions are always focused with the end user and their goals, behaviors, and tendencies in mind. To start, I had to gain intimate knowledge of the end user—in this case, myself. I started by asking myself the question: what are my limitations? Time? During the school year, certainly, but not as much during the summer, although I am always wary of Parkinson’s Law, which says: “your work expands to fill the time allotted.” What about lack of motivation? Not after watching this video, or this one. After much thought, I came to the conclusion that the single biggest limiting factor for me writing a weekly blog post is my own tendency to procrastinate. What started as a rebellious streak in middle school of not doing homework until past my bedtime escalated into turning in papers, assignments, and even college applications at literally the last minute. These days, this vice largely manifests itself in time-sapping, aimless web surfing sessions. So I asked myself: how can I prevent myself from procrastinating? And more importantly: how can I design an environment that overcomes these obstacles to empower and encourage me to blog once a week?

II. Design

"We shape our tools, and our tools shape us"—Marshall McLuhen

During his talk, in the middle of making a grand point about how screens (TV, computer, smartphone, tablet, etc.) are the environment of the future, Miner asks his audience, a little tongue-in-cheek, but mostly seriously: “How long does it take you after you wake up to get in front of a screen? What is your ‘time-to-screen’? 1 minute? 2 minutes? 5 minutes if you are really slow?’” The audience laughs, in that “funny-because-its-true” way. This prompted the question: what are the environments that I spend the most time in? Physically, other than my office, my apartment is the centerpiece of my time. Digitally, the obvious environments are my ‘screens’: my iPhone, my iPad, and my MacBook Air (thank goodness TV isn’t one of them). Getting even more granular, I spend most of my Internet browsing time (read: procrastination) on Facebook and email, with the majority of that access through my Facebook and Mail iPhone apps. Armed with both knowledge of myself and my limitations as well as the environments in which I spend the most time, I started designing. Here is a (constantly changing) list of 8 design changes I made to help me achieve my goal of writing a weekly blog post. 1-5 are changes made to cultivate the preconditions for my success even before writing, and 6-8 are changes made while writing, to remove distractions and encourage "flow," a psychological concept espoused by psychologist Cziksentmihalyi—major symptoms of “flow” include: losing track of time, unbridled focus, engagement, and elation: 

(1) make a mutual weekly blogging pact with my friend Brandon (read his blog here!) with negative repercussions if either of us skips a post, which is especially helpful when my individual motivation wanes a little as Sunday midnight approaches.

(2) move note-taking app Evernote, where I write my blog posts, to the front page of all of my devices (it has cross-platform integration, so I can start a post on my iPhone and finish it on my MacBook later), and move distracting apps to back pages.

(3) delete my once front-page Facebook app on my iPhone and iPad to curb addictive Facebook use.

(4) any time I think of, read, watch, or observe something that is blog-worthy, immediately write it into Evernote for iPhone—a positive habit (for once!).

(5) write motivational and thought-provoking quotes all over white boards placed around my room. After all, writing equals thinking, with the notable exception of YouTube video comments.

(6) go to Starbucks for a few hours every Sunday afternoon to write, because the environment, with its white noise, coffee scents, sunlight, and people are ideal for stimulating my productivity, whereas my apartment, though pleasant, puts me on the fast track to aimless web surfing, casual conversation, and watching episodes of “Suits.”

(7) use Evernote full screen when I am in the process of writing so I can’t see the time or easily click into other distracting applications, such as Google Chrome.

(8) listen to music when I write, because it helps me focus and blot out distractions—my favorite is Avicii’s Pier 94 setlist.

III. Evaluation

"fail fast, learn rapidly."—Mary & Tom Poppendiek

As someone who is admittedly horrible at science, I nearly gave myself a high-five for figuring out that the design process mirrors the Scientific Method—hypothesis testing and iteration are at the core of both. Because each design change I make is a hypothesis based on observations about my past behavior, it is constant feedback and reflection that reveals whether the change is actually effective. To my surprise, I found that writing motivational and thought-provoking quotes on whiteboards throughout my room has been mostly ineffective—just as heatmap analytics studies show that Facebook users tend to ignore the ads on the right side of their Facebook pages, I rarely look at the quotes written on my white boards. On the flip side, a couple of granular tweaks have proven to be incredibly effective. First, after I had deleted the Facebook app on my iPhone, I caught myself mindlessly tapping onto the app where my Facebook app used to be several times within an hour without even thinking, withdrawal symptoms from a bygone addiction; however, simply breaking this routine and tapping onto a different app forced myself to think about my actions and allowed my rational self to stop this distractive behavior. Second, entering into full screen mode on Evernote when I write has done wonders for allowing me to hit “flow,” because I can neither see the time nor other apps that I can click on. As far as I can tell, merely applying the rigorous level of thought and inquisition that the design process demands has made me more observant, skeptically optimistic, and elevated my level of thought. Based on this ongoing collection of evidence about my design experiment, I go back to the drawing board to re-evaluate, thinking of new design changes or even questioning the fundamental assumptions I am making in the initial reflection stage. Lather, rinse, and repeat—all this, from a government concentrator who doesn’t know the first thing about science. All this, from a designer who doesn’t know the first thing about Photoshop. All this, from a blog post about how to write a blog post. 

My brush with bystander effect, heroism, and the Red Line

Last Wednesday, after a long day of work at the Cambridge Innovation Center near MIT, I took the Red Line subway train from MIT/Kendall Square station to Harvard Square station. Every Monday through Friday, twice a day, I take this train to work and back. Each one way trip takes 10 minutes plus or minus two minutes. How do I know? Simple—I use songs on my iPod as gauges of time (incidentally, this is also how I time the length of my showers; watches are overrated). More often than not, my subway song of choice is the Live at Slane Castle version of Californication by the Red Hot Chili Peppers complete with soulful arpeggios and a haunting guitar solo starting at 5:15 that sends chills up my spine every time (John Frusciante is a god); this time, I was jamming to some Kid Cudi. Right as “Pursuit of Happiness” faded out and the notes of “Soundtrack to my Life” began to play, I noticed something peculiar:

The man was standing about 20 feet away from me, middle aged and in all respects ordinary looking: hair existentially torn between gray and black, scruffy gray beard sprawled across his chin, wearing jeans and sneakers topped by a navy raincoat over a tan polo. Yet, as the familiar screech of metal on metal signaled the stop in Central Square station, the man started swinging, body gyrating haphazardly, fingers slipping from the steel pole that fused the ceiling of the train car to the floor. I thought that he had simply lost his balance, but while the rest of the passengers tightened their grips on poles and steadied themselves as the train ground to an abrupt halt, the man never recovered—in one continuous, violent motion, as if in a scene from a movie, the pole slipped through the man’s fingers, his head slamming into the pole on the other side, and he fell backwards, the back of his head impacting the floor of the train with a sickening crunch. His head rolled back, eyes glazed over, staring directly at me. I froze. A mix of adrenaline and horror rushed through my veins. The music in my ears began to fade, replaced by the sound of my heartbeat…

Ba-bump. Ba-bump.

Suddenly, a woman yelled: “Push the red button! Tell the conductor! Stop the T!” 

Immediately, I snapped back to attention. I don’t know who yelled aloud, but my vision refocused to see an Asian lady wearing glasses jump up and push the red button at the end of the train, words pouring from her mouth to the conductor in a hasty jumble:

"A man just fell…he passed out…stop the train…!" The doors of the train re-opened. 

Simultaneously, a number of passengers sitting next to the unconscious man got up out of their seats to help him, one checking his pulse and another rocking his shoulders gently and asking frantic questions. Slowly, the man faded back into consciousness; still dizzy, he attempted to get up and exit the train. One young lady helped him up, supporting his arm with hers. As he stumbled towards the open door, his legs gave way once again and he toppled backwards—this time, several passengers were there to prevent him from falling; they laid him gently on the floor, with a rain jacket supporting his head. This whole time, I remained frozen, eyes bulging in disbelief at the scene that was unfolding before me. The Asian lady pulled out her iPhone and began to call 911. A girl standing next to me called out, “is anybody here a doctor!?” No reply. She repeated, walking down the length of the train, shouting with conviction: “we need a doctor!”  Miraculously, a few minutes later, a tall man with long blonde hair, garbed in a full black trench and shrouded with an air of quiet confidence, entered the open door from one train over, and knelt down by the man. With the dexterous movements of a surgeon, he checked the man’s pulse and calmly began asking him a few rudimentary questions. I’ve read reports of population saving vaccines, doctors who work in AIDS invested third world hospitals, and even witnessed an open-heart surgery myself, but never in my life did I have more respect for a doctor and the entire field of medicine than this particular moment.

For the next fifteen minutes, the man lay on the floor, with just enough strength in his body to answer some basic questions, but not enough to get up. I heard through the murmurs of the passengers around me that they heard the man say he “has a history of seizures,” and “forgot to take his medication this morning.” He also “hadn’t eaten anything all day.” Not long after, the EMT’s arrived to cart the man out in a wheelchair…

As I walked slowly from the T station in Harvard Square back to my apartment that day, still a little shaken up, I reflected on this incident. I thought of the infamous parables of social psychology textbooks, most notably the Kitty Genovese murder, an incident that occurred in 1964 when 38 onlookers passively looked on as a killer raped and murdered 28 year old Kitty, all while she was fleeing and screaming for help. I felt a wave of warmth and relief that the outcome of this incident was different. At the same time, I was disappointed. Disappointed in myself for freezing and being unable to move when the man fell, while others around me reacted to help this man. What if no one had reacted? Would I have just stood and watched, idly, passively, while the man suffered the second, perhaps fatal, fall? Would I have washed my hands with the guilt of tacit inaction? Social psychology suggests a number of well-documented theories for what I had experienced. The bystander effect, coined by researchers Darley and Latane following the Kitty Genovese murder, states that the more people are around in a given public emergency, the less likely an individual will go out of his or her way to help. In these emergency situations that challenge our past experiences and render us helpless, we look to others for social cues on how to respond, and when we see everyone looking on passively, as bystanders, we are driven to inaction; a vicious cycle ensues because everyone is thinking the same—this is called pluralistic ignorance. Both bystander effect and pluralistic ignorance are exacerbated by diffusion of responsibility, a phenomenon where the more people there are, the less likely a given individual will take responsibility on his or her own shoulders, because each expects another to take responsibility. Economists know this as the "tragedy of the commons." Finally, in conditions of anonymity, people are even less likely to intervene. Yet, there is a light in the darkness. Although overcoming the collective constraints of bystander effect, diffusion of responsibility, pluralistic ignorance, and anonymity for any individual are incredibly high, if only one person takes the plunge and intervenes, others are much more likely to follow. We call these people heroes.

While our society traditionally tends to see heroes as superhuman (Batman, Superman, the Hulk) or historical (Martin Luther King, Jr., Gandhi), Phillip Zimbardo, Stanford psychologist and head of the landmark Stanford Prison Experiment, argues in this enlightening Ted Talk that true heroism can be achieved by every day, ordinary people. In his book, The Lucifer Effect, he argued that just as it is dangerous to “morally disengage” ourselves from instances of great evil, such as the Holocaust, and state with conviction that we would never stoop to that level of moral degradation, it is equally important to realize that heroes aren’t just reserved for Marvel comics or World Wars—we are all capable of heroism. That is, both the lines between evil and heroism are permeable. The unidentified lady who first yelled for someone to inform the conductor is a hero. The lady who ran through the train asking if anyone is a doctor is a hero. The doctor is a hero. The Asian lady who called 911 is a hero. Heroism, like self-discipline, is a muscle that can (and ought to) be exercised (see Zimbardo’s Heroic Imagination Project here: http://heroicimagination.org/). This incident has inspired me to be more heroic in my own life, because it is simply the right thing to do. I charge us all: the next time we experience a situation that challenges convention and renders us helpless, fight against  the biological responses of stress and the social psychological constraints of social influence. Refuse to look on in helpless fascination. No matter whether the next incident is a fall in a subway, bullying, or something far worse (rape, assault, murder?), we should all act. Because we can. Because we must.

Intellectual curiosity, lifelong learning, and formal education

It was on the plane ride from Boston back home to California after my freshman year at Harvard that I met Michael Baur, Associate Professor at Fordham University School of Law. Michael sat in the aisle seat, and next to him sat his adorable little daughter, no more than a few years old, seat belt tightened to the max. Across the aisle sat Michael’s wife and two more little ones—a boy and a girl. As I squeezed past Michael and his daughter to get to my window seat, he asked me if the “H” shield on my backpack stood for Harvard; I said yes. We started a conversation, and I found out, dumbstruck by this wondrous stroke of coincidence, that Michael was an alum of Harvard Law School and had once been a resident tutor in Cabot House, the upperclass dorm that I had been assigned to next year! As the engines of the plane began to rumble, and I felt the familiar hand of inertia pushing me back into the seat, Michael’s daughter Grace asked innocently: “daddy, how do planes fly?” Without even a hint of irritation or annoyance, he explained, warmly and patiently, gesturing with his hands: “well, darling, it has to do with Bernoulli’s principle. The top of the wing of the airplane is curved while the bottom is flat, so that air travels faster over the top than the bottom, which creates lower pressure above the wing than below it. This creates lift, so the plane can fly!” Right as he finished, the airplane pitched upward and started its ascent. He smiled at Grace, and turned to me seriously: “something like that right? I don’t quite remember exactly.” Snippets from my high school physics class flashed through my head, but the exercise was futile: equations and theorems and principles had gone in one ear and out the other long, long ago. Mesmerized, I looked back at him with a blank stare, laughed nervously, and thought to myself, “just smile and nod, smile and nod.” For Michael, that moment was just one of a hundred in his daily life of being a father, but that brief moment has been forever seared into my memory and permanently filed into my “How To Be A Good Parent” mental cabinet.

Recently, as I’ve been reading and thinking a lot about the problems with our current education system and on a more personal level, thinking about watering the right seeds for my own growth and development, this memory of Michael and his daughter Grace comes to mind time and time again. Parents like Michael, who instill in their young, impressionable kids the value of learning and encouraging them to be curious and explore the world around them, are increasingly rare. I’ve had my fair share of sitting next to parents and their young kids on flights, and too often, I hear this line coming out of the mouth of a parent: “I dunno, don’t ask stupid questions.” In our modern day and age, in a world where, in the words of HBS Professor Nancy Koehne, “turbulent is the new normal”, when the average adult switches jobs 11 times between the ages of 18 and 44, when the traits of curiosity, adaptability, and openness to new experiences are more essential than ever, intellectual curiosity is declining and the population of lifelong learners is dwindling.

What is lifelong learning? According to Wikipedia, lifelong learning is the “‘lifelong, voluntary, and self-motivated’ pursuit of knowledge for either personal or professional reasons.” What is intellectual curiosity? My search for a pithy definition (after Wikipedia, Quora, and Dictionary.com proved unsatisfactory) took me on a roller coaster ride from parenting blogs to college admissions sites (Stanford calls it "intellectual vitality") to research papers on developmental psychology; still, I didn’t find a single agreed upon definition. It is much easier to name the symptoms of intellectual curiosity than the disease itself: asking numerous questions about the unknown, exploring diverse subjects, being open to new ideas and opinions, and having a love for learning (I’ve certainly caught the bug). For the sake of this blog post, I define intellectual curiosity as valuing learning for the sake of learning. That is, the pursuit of knowledge is intrinsically motivated, an end itself, rather than extrinsically motivated, or seen as a means to another end, such as money or power or pleasure. Clayton Christensen, HBS Professor, innovation researcher, and author of the book Disrupting Class, defines intrinsic motivation as “when the work itself stimulates and compels an individual to stay with the task because the task by itself is inherently fun and enjoyable…were they’re no outside pressures, an intrinsically motivated person might still very well decide to tackle this work.” Encouraging children from a young age to ask questions, no matter how trivial, develops their intrinsic motivation for learning, and through this, their intellectual curiosity. Anyone want to bet against me that Michael’s daughter Grace will grow up to be a lifelong learner?

Yet, the present day decline in intellectual curiosity in children isn’t the fault of parents alone; our flawed public schooling system should also shoulder the blame. Take this staggering study for example. According to Sir Ken Robinson (watch this really nifty RSA Animate video on YouTube), in a 1998 longitudinal study in the book Break Point and Beyond: Mastering the Future Today, 98% of 1500 kindergardeners are at the genius level of divergent thinking (measured by a test that asks questions such as “how many different uses can you think of for a paperclip?”), at age 10, this number had declined to 32%, while at age 15, only 10% of the same children were at the genius level. In a later study of 200,000 adults, only 2% were at the genius level of divergent thinking. In his talk, Robinson states that divergent thinking is a prerequisite of creativity. And unsurprisingly, creativity, which necessitates inquisition and exploring many options, is highly correlated with intellectual curiosity. Similar to the divergent thinking test, another developmental psychology test showed that curiosity declines with age (about a -.267 correlation). While a certain part of this decline seems natural, because one evolutionary reason for curiosity is reducing the cognitive burden of uncertainty, and as you get older, there is less uncertainty in the world around you, few would disagree that formal education has contributed heavily to this plummet in intellectual curiosity. Einstein was right when he said: “it is a miracle that curiosity survives formal education.”

What is it about formal education that is so cancerous to intellectual curiosity? For one, there is a disconnect between the pedagogy of teachers and the learning styles of students. Citing psychologist Howard Gardner’s research on multiple intelligences, Clayton Christensen writes in Disrupting Class that although students each have their own unique strengths and weakness and individual combinations of multiple intelligences, curriculums and subjects are taught in the dominant intelligence of that subject. Thus, the same star soccer player, who is very gifted in bodily-kinesthetic intelligence, may be failing his physics class because he is low in logical-mathematical intelligence. Yet, the majority of physics teachers teach in the paradigm that caters to their own intelligence—what they are comfortable with; good at. Modeled after the factories birthed in the Industrial Revolution of the late 19th Century, schools have only become more standardized and one-sized-fits-all as population growth has skyrocketed in the 20th century—more and more like a factory line. But kids aren’t like cars—every kid is different. Our education system is a square hole that tries to fit a bunch of different pegs into it—some triangular, some circular, some rectangular. It doesn’t help that our society as a whole has an outdated view of intelligence as binary: you’re either smart or dumb. The few square pegged students are the ones considered traditionally “smart.” In addition, with the rise of grading and standardized test taking, formal education has provided more and more extrinsic motivations for learning, further diverging from intellectual curiosity, which is predicated on an intrinsic motivation for learning.

Reflecting on my own upbringing, I was incredibly fortunate to have parents who encouraged exploration and nourished my curiosity in all ways, enrolling me in any and all activities that I found interesting, from sports to journalism to acting. And even though I was one of the lucky few who was born a square peg and (perhaps because of it) liked school, it wasn’t until relatively recently that I developed the level of thought and cognitive capabilities to differentiate my formal schooling from learning as a more abstract principle. Only recently did I start seeing my education as only one small piece in a larger, lifelong puzzle of learning. Perhaps, formal schooling, which takes up so much of kids’ childhoods and is the source of most of their limited knowledge, leads students to conflate learning and formal education, so they think the two are one and the same. Thus, when kids perform poorly in school, not because they are incapable, but simply because academic subjects aren’t taught in a way that aligns with their own intelligences, they feel emotions such as anxiety and worry, even fear and helplessness, and their confidence in their own abilities nosedives (research on the emotions that results from the pairing of different skill levels of a subject and challenge levels of a task, see psychologist Cziksentmihayli); understandably, some give up and become apathetic. Based on the research of several developmental psychologists, there is a positive relationship between curiosity and self-esteem, so performing poorly in school, which lowers self-esteem, chokes off the intellectual curiosity of kids. Consequently, many students never develop their mental faculties to the level of thought that enables them to parse learning from formal education (nor do many want to think about learning), so unsurprisingly, when they graduate from high school or college (or drop out), many stop trying to learn.

But all is not lost. Many educators, innovators, and thought leaders are convinced that technology, particularly the Internet, will disrupt education. From free open online classes to awarding badges for learning skills to flipping the learning model upside down so students watch lectures at home and do homework at school and teachers act as facilitators rather than lecturers, education is currently undergoing a paradigm shift. Even as an avid technologist, I am not totally convinced that technology is the be-all, end-all, the turnkey solution to fix our broken education system. It’s too convenient. Too complacent (oh, well some crazy futuristic innovation will come by and change everything). Even if technology is 42, while we wait for the Khan Academy’s and Skillshare’s and EdX’s of our world to make everything better, there must be something we can all do within our daily lives to compel change. As Mahatma Gandhi reminded us, “be the change you wish to see in the world.” This post started with the powerful, incandescent, and brief interaction between a parent, Michael, and his daughter, Grace. It has come full circle, back to two people—you and me. It is my hope that this blog post has lit a fire in your own heads and provided food for thought. I ask you all to ponder: how might parents do a better job of nourishing intellectual curiosity in their child’s development? How might schools change their curriculums and paradigms to foster intrinsic motivation in students and craft lifelong learners? Perhaps more importantly, how do we cultivate intellectual curiosity in our own lives? And how do we cultivate intellectual curiosity in the lives of people around us?

Reading, the Classics, and creativity

As a college student trying to absorb as much as I can about the world and figure out my place in it, but also the owner of a Google Calendar with less white space than colored, I struggle to find the time to read. In elementary and middle school, I was a voracious reader, with a weakness for fantasy (Red Wall, Lord of the Rings, The Golden Compass), but in high school, I fell into a dark, dark time when the only thing I read was (occasionally) the books assigned for class. Though my track record of reading for class has only declined further in college, recently, I’ve decided to give up (mostly) on television, magazines, and keeping up with the news to open up free time for more in depth outside reading. I’ve always been curious about the way the world works, but only recently did I realize that to tap deeply into the font of human knowledge, tracing the arc of human progress from antiquity to modernity, reading books is indispensable.

What’s in my reading list? Partially because of my staunch advocacy for a liberal arts education (more on that later), and partially because of my belief that to understand something, you must look below the branches, dig underneath the tree, and observe its roots, I believe that a knowledge of the Classics (the Plato’s and Nietszche’s and Marx’s and Confucius’s and Joyce’s)—the philosophical and cultural underpinnings of modern society—is vital to making sense of present day happenings. But recently, in piecing together my summer reading list, I stumbled upon a couple of quotations that have challenged my position on the immense value of reading books, particularly the Classics.

The first, by Albert Einstein:

"reading, after a certain age, diverts the mind too much from its creative pursuits. Any person who reads too much and uses their own brain too little falls into lazy habits of thinking."

And the second, by Japanese novelist Haruki Marukami:

“If you only read the books that everyone else is reading, you can only think what everyone else is thinking.”

This presents a dilemma for me, because it just so happens that two principles I value highly are open-mindedness and creativity. Reflecting on Murakami’s pithy words and recalling Howard Roark’s distaste of Classical antiquity in The Fountainhead, I wonder: will strict adherence to the reading of the Classics confine you to predominant world views and chain you to dogma, inhibiting your ability to think big? If books represent knowledge, in the trade-off between knowledge and creativity described by Einstein, how do you balance the two? Do you need to read books to understand the world in a broader historical narrative, or is the Internet and newer forms of media (blogging, micro-blogging, videos) sufficient?

At least for this summer, I’m going to attempt to do it all. It is my hope that this blog will serve as a creative outlet this summer and a fire to forge some of my own premature thoughts and ideas. Writing (creation) will be a counterbalance for reading (knowledge). Blogging—the Ginger to reading’s Fred, the Dionysus to reading’s Apollo. Of course, this blogging thing won’t work without you, my friends—I welcome your musings, suggestions, comments, and perhaps above all, your divergent opinions and critiques. After all, just as Aristotle said in Politics, a potluck dinner attended by many is much tastier than a dinner hosted by one. It is through this collective debate with many different perspectives and opinions that we will all learn and grow.