SIVACRACY.NET

Ever since it came out, I have had big problems with Malcolm Gladwell's "Tipping Point" thesis. I had even bigger problems with Blink. But that's another issue.

I am thrilled that Clive Thompson has profiled the brilliant sociologist Duncan Watts and asks the question, Is the Tipping Point Toast?

Don't get Duncan Watts started on the Hush Puppies. "Oh, God," he groans when the subject comes up. "Not them." The Hush Puppies in question are the ones that kick off The Tipping Point, Malcolm Gladwell's best-seller about how trends work. As Gladwell tells it, the fuzzy footwear was a dying brand by late 1994--until a few New York hipsters brought it back from the brink. Other fashionistas followed suit, whereupon the cool kids copied them, the less-cool kids copied them, and so on, until, voilà! Within two years, sales of Hush Puppies had exploded by a stunning 5,000%, without a penny spent on advertising. All because, as Gladwell puts it, a tiny number of superinfluential types ("Twenty? Fifty? One hundred--at the most?") began wearing the shoes.

Duncan Watts's research tells advertising execs precisely what they don't want to hear: All their clever (and lucrative!) targeted viral campaigning may ultimately be less effective than good old mass marketing.

These tastemakers, Gladwell concluded, are the spark behind any successful trend. "What we are really saying," he writes, "is that in a given process or system, some people matter more than others." In modern marketing, this idea--that a tiny cadre of connected people triggers trends--is enormously seductive. It is the very premise of viral and word-of-mouth campaigns: Reach those rare, all-powerful folks, and you'll reach everyone else through them, basically for free. Loosely, this is referred to as the Influentials theory, and while it has been a marketing touchstone for 50 years, it has recently reentered the mainstream imagination via thousands of marketing studies and a host of best-selling books. In addition to The Tipping Point, there was The Influentials, by marketing gurus Ed Keller and Jon Berry, as well as the gospel according to PR firms such as Burson-Marsteller, which claims "E-Fluentials" can "make or break a brand." According to MarketingVOX, an online marketing news journal, more than $1 billion is spent a year on word-of-mouth campaigns targeting Influentials, an amount growing at 36% a year, faster than any other part of marketing and advertising. That's on top of billions more in PR and ads leveled at the cognoscenti.

Yet, if you believe Watts, all that money and effort is being wasted. Because according to him, Influentials have no such effect. Indeed, they have no special role in trends at all.

In the past few years, Watts--a network-theory scientist who recently took a sabbatical from Columbia University and is now working for Yahoo (NASDAQ:YHOO) --has performed a series of controversial, barn-burning experiments challenging the whole Influentials thesis. He has analyzed email patterns and found that highly connected people are not, in fact, crucial social hubs. He has written computer models of rumor spreading and found that your average slob is just as likely as a well-connected person to start a huge new trend. And last year, Watts demonstrated that even the breakout success of a hot new pop band might be nearly random. Any attempt to engineer success through Influentials, he argues, is almost certainly doomed to failure.

"It just doesn't work," Watts says, when I meet him at his gray cubicle at Yahoo Research in midtown Manhattan, which is unadorned except for a whiteboard crammed with equations. "A rare bunch of cool people just don't have that power. And when you test the way marketers say the world works, it falls apart. There's no there there."

And this is not, he argues, mere academic whimsy. He has developed a new technique for propagating ads virally, which can double or even quadruple the reach of an ordinary online campaign by harnessing the pass-around power of everyday people--and ignoring Influentials altogether.

Not everyone appreciates the mind bomb Watts has tossed into their midst. He says one music executive pronounced his work "bullshit" on the spot. But a growing group of marketers believes Watts is radically altering the way companies attempt to produce trends. "He is changing the way people think about the way we communicate," raves Robert Barocci, president of the Advertising Research Foundation. "He's one of the best thinkers in the industry today." But is Watts right? ...

...But Watts, for one, didn't think the gatekeeper model was true. It certainly didn't match what he'd found studying networks. So he decided to test it in the real world by remounting the Milgram experiment on a massive scale. In 2001, Watts used a Web site to recruit about 61,000 people, then asked them to ferry messages to 18 targets worldwide. Sure enough, he found that Milgram was right: The average length of the chain was roughly six links. But when he examined these pathways, he found that "hubs"--highly connected people--weren't crucial. Sure, they existed. But only 5% of the email messages passed through one of these superconnectors. The rest of the messages moved through society in much more democratic paths, zipping from one weakly connected individual to another, until they arrived at the target.

Why did Milgram get it wrong? Watts thinks it's simply because his sample was so small--only a few dozen letters reached their mark. The dominance of the three friends could have been a statistical accident. "And since Milgram's finding sort of made sense, nobody even bothered to redo the experiment," Watts shrugs. But when you perform the experiment with hundreds of successfully completed letters, a different picture emerges: Influentials don't govern person-to-person communication. We all do. ...

I wish Thompson had avoided all that "virus" talk because it reeks of those mythical creatures, memes.

I am not convinced of everything Watts writes. But this seems right on.