The Interaction Problem (Vizzini's Blunder)
A cognitive bias where people confidently make decisions or draw conclusions while ignoring the incomplete nature of their information, often overestimating their knowledge and underestimating the impact of what they do not know.
THE IDEA
A lethal battle of wits
In one of the more famous scenes in The Princess Bride, the Dread Pirate Roberts (the love-besotted Westley) catches up to Vizzini, the mastermind who kidnapped Princess Buttercup. Having vanquished Fezzik the Giant in a battle of strength and having outdueled swordsman Inigo Montoya, the Dread Pirate Roberts proposes he and Vizzini compete in a lethal battle of wits, which provides a great demonstration of the peril of making decisions with incomplete information. The pirate produces a packet of deadly iocane powder and, hiding two goblets of wine from view, he empties the packet, and puts one goblet in front of himself and the other in front of Vizzini. Once Vizzini chooses a goblet, they will both drink “and find out who is right and who is dead.”
“It’s all so simple,” Vizzini scoffs. “All I have to do is deduce, from what I know of you, the way your mind works. Are you the kind of man who would put the poison into his own glass, or into the glass of his enemy?” He provides a dizzying series of reasons why the poison can’t (or must) be in one cup, and then in the other. His rant accounts for cleverness, anticipating cleverness, iocane’s origin (the criminal land of Australia), untrustworthiness, anticipating untrustworthiness, and dueling presumptions related to Westley defeating the giant and the swordsman.
While explaining all this, Vizzini diverts Westley’s attention, switches the goblets, and declares that they should drink from the goblets in front of them. Vizzini pauses for a moment and, when he sees Westley drink from his own goblet, confidently drinks from the other.
Vizzini roars with laughter. “You fell victim to one of the classic blunders. The most famous is ‘Never get involved in a land war in Asia,’ but only slightly less well known is this: ‘Never go in against a Sicilian when death is on the line.’”
In the midst of laughing, Vizzini falls over, dead. Buttercup says, “To think, all that time it was your cup that was poisoned.”
Westley tells her, “They were both poisoned. I’ve spent the last two years building up immunity to iocane powder.”
Like all of us, Vizzini didn’t have all the facts. He considered himself a genius without equal: “Let me put it this way. Have you ever heard of Plato, Aristotle, Socrates? Morons.” But, also like all of us, he underestimated the amount and effect of what he didn’t know.
Suppose someone says, “I flipped a coin and it landed heads four times in a row. How likely is that to occur?”
It feels like that should be a pretty easy question to answer. Once we do the math on the probability of heads on four consecutive 50-50 flips, we can determine that would happen 6.25% of the time (.50 × .50 × .50 × .50).
The calculation is correct for independent flips of a fair coin. The Vizzini-like mistake would be treating those assumptions as established without knowing anything about the coin or the person flipping it. Is it a two-sided coin or three-sided or four? If it is two-sided, is it a two-headed coin? Even if the coin is two-sided (heads and tails), is the coin weighted to land on heads more often than tails (but maybe not always)? Is the flipper a magician who is capable of influencing how the coin lands? This information is all incomplete, yet we answered the question as if we had examined the coin and knew everything about it. We never considered that both goblets might be poisoned. (“Inconceivable” would have been Vizzini’s term, had he been able to comment on his own death.)
Observing 10,000 flips could provide much stronger evidence about the frequency of heads under those conditions. It would not establish every property of the coin or guarantee that the flipping process remained unchanged. Four flips reveal much less.
We make this same mistake when we look for lessons in life’s results. Our lives are too short to collect enough data from our own experience to make it easy to dig down into decision quality from the small set of results we experience. If we buy a house, fix it up a little, and sell it three years later for 50% more than we paid, does that mean we are smart at buying and selling property, or at fixing up houses? It could, but it could also mean there was a big upward trend in the market and buying almost any piece of property would have made just as much money. Or maybe buying that same house and not fixing it up at all might have resulted in the same (or even better) profit. A lot of previously successful house flippers had to face that real possibility between 2007 and 2009.
When the coin and flipping conditions are unspecified, an appropriate starting response is: “I’m not sure.” You can then state the assumptions under which a probability calculation would apply.
When to use it
Evaluating an investment after a short track record—consider that market conditions or luck may be at play.
Judging the effectiveness of a new diet or exercise regimen after only a week—small sample size and many unaccounted variables.
Assuming a business strategy is successful based on a single quarter's results—context and external factors may be the real drivers.
Interpreting a colleague's behavior based on limited interactions—unknown personal or situational factors could be influencing them.
FROM THEORY TO EVERYDAY LIFE
In practice
The Princess Bride Scene
Vizzini believes he has deduced which goblet contains poison based on his knowledge of Westley's character, but fails to consider that both goblets are poisoned. His overconfidence in his reasoning leads to his death.
Coin Flip Probability Fallacy
The probability of four heads is 6.25% if the flips are independent and the coin is fair. That calculation does not establish those assumptions. If the coin or flipping process is unknown, state the conditions of the answer or ask for more information.
House Flipping Success
A house sells for 50% more than its purchase price after three years. That increase does not establish the owner’s renovation skill or net profit: market movement, repair costs, and other expenses also matter.
A MOMENT TO REFLECT
Put it to work.
Think of a recent important decision you made. What information were you missing that could have changed your conclusion?
How many data points do you typically require before you feel confident about a pattern or cause? Can you recall a time when a small sample led you to a false belief?
In what areas of your life (work, investments, relationships) might you be assuming you have complete information when you do not?
CONTINUE THE CONVERSATION
Source texts
- Thinking in Bets Making Smarter Decisions When You Dont Have All the Facts (Annie Duke)