The widespread misunderstanding of randomness sometimes has significant consequences. In our article on representativeness, Amos and I cited the statistician William Feller, who illustrated the ease with which people see patterns where none exists. During the intensive rocket bombing of London in World War II, it was generally believed that the bombing could not be random because a map of the hits revealed conspicuous gaps. Some suspected that German spies were located in the unharmed areas. A careful statistical analysis revealed that the distribution of hits was typical of a random process—and typical as well in evoking a strong impression that it was not random. “To the untrained eye,” Feller remarks, “randomness appears as regularity or tendency to cluster.”
I soon had an occasion to apply what I had learned from Feller. The Yom Kippur War broke out in 1973, and my only significant contribution to the war effort was to advise high officers in the Israeli Air Force to stop an investigation. The air war initially went quite badly for Israel, because of the unexpectedly good performance of Egyptian ground-to-air missiles. Losses were high, and they appeared to be unevenly distributed. I was told of two squadrons flying from the same base, one of which had lost four planes while the other had lost none. An inquiry was initiated in the hope of learning what it was that the unfortunate squadron was doing wrong. There was no prior reason to believe that one of the squadrons was more effective than the other, and no operational differences were found, but of course the lives of the pilots differed in many random ways, including, as I recall, how often they went home between missions and something about the conduct of debriefings. My advice was that the command should accept that the different outcomes were due to blind luck, and that the interviewing of the pilots should stop. I reasoned that luck was the most likely answer, that a random search for a nonobvious cause was hopeless, and that in the meantime the pilots in the squadron that had sustained losses did not need the extra burden of being made to feel that they and their dead friends were at fault.
Some years later, Amos and his students Tom Gilovich and Robert Vallone caused a stir with their study of misperceptions of randomness in basketball. The “fact” that players occasionally acquire a hot hand is generally accepted by players, coaches, and fans. The inference is irresistible: a player sinks three or four baskets in a row and you cannot help forming the causal judgment that this player is now hot, with a temporarily increased propensity to score. Players on both teams adapt to this judgment—teammates are more likely to pass to the hot scorer and the defense is more likely to double team. Analysis of thousands of sequences of shots led to a disappointing conclusion: there is no such thing as a hot hand in professional basketball, either in shooting from the field or scoring from the foul line. Of course, some players are more accurate than others, but the sequence of successes and missed shots satisfies all tests of randomness. The hot hand is entirely in the eye of the beholders, who are consistently too quick to perceive order and causality in randomness. The hot hand is a massive and widespread cognitive illusion.