I have decided how I am going to vote for in the 2024 presidential election. I realize people don’t care about my political views, but I document them for myself and my family every four years. That’s as political as I’m willing to get! 

As I write this on Feb 4, a Biden vs Trump rematch looks inevitable. Trump has won Iowa and New Hampshire by 50+ points, and only one other candidate is still running, Nikki Haley, and she is losing in her home state of South Carolina by 60 points. Is Trump v Biden round 2 inevitable? I guess not, I guess one or both of them could pass before November, but short of that I don’t see how it is not Trump v Biden and the necessary delegates locked to mathematically seal it by the end of March.

So I have written on Trump before. He is a narcissist and an asshole. Well, lots of politicians are, but unlike other politicians who smile for the camera and then stab you in the back, Trump just stabs you in the front. He rubs people the wrong way. I get it. But my mom always said to judge him on policy, which she did before turning on him after Jan 6, mostly because I think she just loved me and Shelli and knew her views were opposed to ours at that time. Trump at least has an agenda — America First (really we all know it’s Trump first, and he is running this time to save his own hide from financial ruin and prison but past that you can at least give me ‘America Second’). America First is a solid guiding principle. At least he has one. Biden’s guiding principle is ‘I’m not Trump’. While true, that mode of leadership does not make our country more prosperous, our cities and streets safer, or generally do much of anything except keep the status quo. With an America First guiding principle, Trump holds people accountable and fires and replaces them as needed. He did that so many times with cabinet secretaries and staff during his first term that it became impossible to count. And sticking to America First he tried to re-ignite manufacturing in America. But places where he tried and failed like Wisconsin became disillusioned with him. I get it. We tried, we had enough, we wanted some calmness in Washington and elected Biden.

We learned some things in 2016-2020. Trump can be president and we will not have nuclear war.  The stock market won’t collapse in a Trump presidency (interestingly go back and look at the fist 2 days post-election results in 2016. During that Wednesday-Thursday November 5-6 the NASDAQ and all kinds of companies favored by liberal tech elite (AAPL, MSFT, AMZN, DIS) all got drubbed – losing 5-10%. At the same time main street America companies (like JNJ, PG, X) all gained 5-10% and started rocketing north).  There is a Trump Bump. Even foreign countries (like EU Europe) where Trump is hated and feared they at least respect that he fights for his countries interests (like backing out of Paris accords, moving the Embassy to Jerusalem).

Biden has been adequate.  I have respected his choices, like re-nominating JPoW. I also think he has succeeded in what I wanted him to do, which was turn down the charged political atmosphere that we had in 2020.  He has done that, but that alone is not good enough to deserve another 4 years. Biden will be in his mid-eighties, and that is just too old to risk again.

But that was 2020.  2020 is past and done, the election this fall is about 2024-2028. I am going to follow the advice of my mom and judge Trump by his actions, not his words or personality. Specifically, I am going to judge him by his one real decision before the election, the selection of his VP candidate. Vivek Ramaswamy is a smart, polished Washington outsider- all things Trump values. He is also brown skinned and Hindu. So much MAGA support comes from fundamentalist Christian — does Trump have the guts to select Ramaswamy and force that thinking on the white MAGA group? If he does that I’m voting for Trump in 2024. Note, I did not vote for Trump in 2020 or in 2016, so this would be a first. If he picks someone besides Vivek, I will likely not vote at all this cycle, or throw my vote away again on a 3rd party candidate like I did in 2016. It is sad, but so are the choices we have. Hopefully 2028 will offer better choices.

https://www.facebook.com/shelli.aga/posts/388687730351604/388687730351604&show_text=true&width=500

So the final 2023 CFP rankings have come and gone, and I reflect on the model performance. There are 3 different ways we can look at what happened — computer best teams, computer most deserving teams, and playoffPredictor.com method with committee bias.

Computer best teams involves carefully looking at margin-of-victory and using that to deduce the best teams. Close wins are punished (a 1-point win gives an m=-0.8) and blowout wins are rewarded (35-points and greater wins give an m=+0.5). This is detailed in the full method. I know it works because results are well correlated with other computers (who churn though *much* more data than I do), and I have excellent results — I finished the 2023 regular season at around 52.3% ATS, which was 6th (out of 28 computers) and 2nd (out of 17 computers) that picked all games this season. From a best team perspective — meaning bet on these teams in Vegas to win on a neutral field, here is what we have after week 14:

Teams that were ultimately selected by the committee as the 4 “committee best” are highlighted in yellow.

We see that 2 of the 4 of the “committee best” are nowhere close to the “computer best”. The computer best top 4 includes 2-loss Oregon and 1-loss Ohio State. These teams were dominant — For example, Oregon beat top-25 Oregon State by 24 points, where Washington beat them by only 7. Computers and book makers agree — if Oregon and Washington were to meet a 3rd time this season Oregon would still be a very slight favorite. The fact that Washington beat them already twice has nothing to do with where the money would land. Oregon, Ohio State, Georgia — all really, really good teams.

Now, look at it from computer “most deserving” standpoint. Most deserving involves slightly punishing 1-point and 2-point wins, and giving slight advantages to blowouts of 25 points and again 35+ points. It is a formula that is well correlated to human polls with a end of season η around 1.2. Again, see the full paper. Most deserving in 2023 were:

The computer got it exactly right, including #4 Alabama and #5 FSU. But that is not the method I have used for 10 years. What I have used is a committee bias — basically see differences between the computer most deserving and committee best, and use the average of that to predict the future. That method cratered this year. 2023 final predictions were:

The model of computer most deserving + bias predicted #2 Georgia and #4 Ohio State. But these were wrong.

What happened?

Well, to put it bluntly, the committee lied. They lie every week from week 9 right through week 13. Week 14 (the final week) they just pick who they want. Take Georgia for example — the committee had them #2 in weeks 9-10, and #1 in weeks 11-13. Rece Davis even asked the CFP chair point blank before the Bama game “is Georgia unequivocally one of the 4 best teams?” Translation — they have already done enough to get into the playoff. The votes weeks 9-13 would say yes — the computer had Georgia as low as #9 in week 9 – they had not beaten anyone. Georgia only rose to #3 in the computer most deserving by week 13 because finally they had blowout wins over Tennessee, Ole Miss, and Missouri. But that bias was so strong– as high as .11 in week 9 and always above ~.05 that even with a loss to Bama, Georgia should have been one of the best 4 in the final poll. Else, the committee was lying all those weeks 9-13. I mean in Week 9 when Georgia was #2 behind Ohio State their best wins were Kentucky, Auburn, and Florida. Teams that would finish 7-5, 6-6, and 5-7 respectively. I mean they beat Auburn by 7 when New Mexico State beat Auburn by 21. If the committee knew something and elevated them to #2 back then, they sure sold Georgia up the river in the final poll when they acted like they never had UGA in the top 5.

So what to do going forward? I could simply change the formula to have no bias and simply use the computer most deserving, but that does not work all years. Look at this over the last 10 years:

To read this take an example from 2022. The computer most deserving after week 14 was Georgia, Michigan, Ohio State, and TCU. That was #1, #2, #4, and #3 to the committee (the committee had TCU #3 and Ohio State #4). With correction for bias the method produced #1 #2 #3 #4. All 4 teams correct and the order correct.

Look at 2023. Computer most deserving are #1 #2 #3 #4. But add in bias and you get #1 #3 #5 #7. Not good. Again, the committee lied.

But look at 2017. Computer most deserving are #2 #8 #1 #6 — bad. But add in bias and you get #1 #2 #3 #5. Not perfect, but good. 2017 was the year USF went 12-0, and the committee was never going to get them to the top 4 even though the computer most deserving had them at #3.

So, I’ll keep my method for the 12-team playoff the same next year, but use a grain of salt. The method is sound, the computer is accurate, but the committee lies.

Below is a list of my most useful links on the Cisco Intranet that would be handy to get a generalist SE/SA up and productive. Of course most of these links will not work without access to the Cisco internal network via VPN, and they will not work without logging into Cisco (which is done at id.cisco.com)

Generate estimates, see quotes

Cisco Commerce Workspace – https://apps.cisco.com/Commerce/home – Used to build and share estimates and quotes.

Enterprise Agreement management portal – https://eaccw.cloudapps.cisco.com/app/#/ – Used to see the quotes your software sales specialist puts for EAs – knowledge worker counts, suites covered, etc.

Salesforce – https://ciscosales.lightning.force.com/lightning/ – Where to see deals and AMs push commits.

Connect with product management

topic – topic.cisco.com – Possibly the most important tool for any Cisco presales SE/SA. Look up every question ever asked and any answer ever given in any forum to product management or TMEs. Set data sources to “Newsgroup” to search PM/TME communications and/or “CSOne” to search all previous TAC cases. Leave the other sources unchecked.

Salesconnect – salesconnect.cisco.com – Get internal product TDM decks, see VT slides

Post-sales

TAC case query – https://cae-xmlkwery.cisco.com/main/casekwery.php – This is the one I like the most. There are several portals that will get the same TAC data, but this one organizes the information best.

CCW-R – https://ccrc.cisco.com/ccwr/? – where you can input a serial number and find info on ship date, who it was sold to, and if it is still under E-LLW or TAC support

CCO lookup tool – https://cdca.cloudapps.cisco.com/cdca/lookup.do – Lookup your customers CCO status, see what contracts they are associated to, and even add contracts to their profile, self-service (sometimes works). Try doing a search not on email address (takes too long), but on customer name using exact (not contains). Searching is case-sensitive, so “university of Oklahoma” returns nothing, but “University of Oklahoma” returns the records. If you want to look up yourself use it without the @cisco.com – for example “neaga”, not “neaga@cisco.com”

Smart account info via Cisco Software Central – software.cisco.com – First get access to your customers smart accounts by using the link for “Request Access to an Existing Smart Account”, then use Smart Software Manager to see their licenses, including products registered and pulling licenses.

Smart account reporting – https://software.cisco.com/software/csws/smartaccount/internalReport – use this link when you don’t have access to their smart account

TAC automated scripts – scripts.cisco.com – link for the wireless analyzer

Compensation

visibility – https://visibility.cisco.com/ – See product quotas and attainment, also SPIFF information

sales compensation portal – https://sales-comp.cisco.com/employee/home – Show PE buckets, percentages, base/variable mix.

Numbers

My business reports – https://mbr.cloudapps.cisco.com – See product quotas and attainment for the region. See week to date or quarter to date numbers. Also hit dashboards->Bookings 360. Best way to see product bookings over the last 3 years by account. Hit advanced filters, change from “Sales Hierarchy” to either customer or BE.

Smartsheet – https://app.smartsheet.com/ – where we keep our weekly high/low, and account team members

Centro – https://centro.cisco.com/Americas – How an RM views the sales dashboard. Have to request access.

Installed base reporting

Tansels sheet – https://cisco.sharepoint.com/:x:/r/sites/SLEDArchitecture/_layouts/15/Doc.aspx – This gets it own category. Pulled monthly, I believe.

Cisco Ready – https://rewarddash.cloudapps.cisco.com/#/sales/analysis/asset – How to find out what is at a customer. Use “Install Base” “Total Asset View”. Change the filter to get one account, and then click on the right and download to email/teams. Once downloaded, open the excel and select the data and move it to a pivot table.

HR links

• Workday – workday.cisco.com – Request PTO and see paystubs
• Apps – appstore.cisco.com – A simplified platform for Cisco-approved software and tools.
• Devices – devices.cisco.com – A simplified experience to easily find, order, and get support for your devices.
• HelpZone – cisco.service-now.com/helpzone – A self-service and support portal for all your IT and HR requirements.

BGP / DNS resources

Looking glass – lg.he.net – understand how your customer peers to the internet

DNS lookup tool – dnslytics.com – see your customers registered domains and contact info

CIDR report – cidr-report.org/as2.0/ – see the size and weekly changes of the global internet routing table

Cisco tools

RunOn – runon.cisco.com – Find cloud infrastructure tools that enable multi-cloud and hybrid cloud services.

Public Sector tools

Erate commitment letters – apps.usac.org/sl/tools/commitments-search/AdvancedNotification.aspx – See if your school is funded

Erate eligibility – ciscoerate.com – Is that DNA-A license 100% eligible?

Training

training hours towards 200 – https://wwss.cisco.com/ –

learn – learn.cisco.com

continuing education – ce.cisco.com

digital learning – digital-learning.cisco.com – Good courses to re-certify IE

Cloud portals

login.umbrella.com

console.amp.cisco.com

SecureX – visibility.amp.cisco.com

Webex control hub – admin.webex.com

Demo licenses and hardware

Demo licenses – ibpm.cisco.com – give it some time to come up

Demo hardware – dls.cisco.com – get your customers trial gear

Picklist – pklst.cloudapps.cisco.com – Get old, junked hardware. Sometimes get lucky!

Collab sandbox – collabtoolbox.cisco.com – Create a sandbox, register a DX

Other

Ariba buying – https://s1.ariba.com/gb/?realm=cisco-child&locale=en_US – purchase office supply stuff

Demo

dcloud – dcloud.cisco.com – demo Cisco solutions

Data

eDnA – edna.cisco.com – enterprise data analytics. Snowflake, BI on Cisco data sets

Internal Licenses

Toolbox – toolbox.cisco.com – VMware and Microsoft lab licenses

Meraki licenses – epp.merkai.net – buy Meraki internal licenses at 90% off

Internal Software

Internal builds – ftp://swds.cisco.com/swc/interim – Download gobs and gobs of internal and external software. FTP connection.

Smart account reporting – mce.cisco.com – my cisco entitlements

Ever wondered how odds map from a single game contest to a best of 7 series? For example, say you knew in any single game between team A and team B that team A will win 60% percent of the time. If they were to play a one game series on a neutral floor team A obviously advances 60% of the time. But what if they play a 7 games series (all on a neutral floor).  What do team A’s odds improve to?  

This can be computed analytically and straightforward. ChatGPT says to use the binomial distribution, but I’m not sure that’s 100% correct yet. Binomial will get you the probability team A gets exactly 5 wins in a 7 trials, but of course that can’t happen as after you win 4 the series is over. So, let’s just exhaust all possibilities between team H(favored) and team A(underdog):

For team H to win in 4 games there is one way: HHHH, total probability is p⁴  where p is defined as the probability team H wins any one game (60% from our original question).  0.6⁴ = .1296 = 12.96% ≈13%.  Meaning there is a 13% team H will sweep. 

Team H can win in 5 games 4 different ways: HHHAH, HHAHH, HAHHH, AHHH.  Each has a probability of p⁴ (1-p) = 0.05184 in our scenario. Multiplying by the 4 ways to achieve that result leaves a total probability of 4p⁴ (1-p) = 20.736%.  

Team H can win in 6 games 10 different way and in 7 games 20 different ways (reader can check those for themselves), so final probability for team H to win a 7 game series is:

Where q is defined as (1-p)

Run the numbers and you find that 60% for a single game translates into 71% for a seven-game series (71.0208% to be exact).  So, a 7 game series will draw out the better team by a benefit of 11% for a team that is already 10% better than a 50/50 coin flip.

Running the number for other values of p you get:

So it gives a 2x boost initially, with diminishing returns as you get past 80-90%. Charted out it looks like this:

To me its compelling at p=80% or so. p=80% becomes 97%. p=80% means the team is -400 – bet $400 to receive $500.   So—unless your team is a -400 favorite in game 1, don’t be too confident they will win the 7-game series.  In fact, you can extrapolate the series winning odds from the odds from game 1.  

Now, how about when team H wins the first 2 games?  I’ve heard it said then for team A to win becomes impossible because they have to win 4 of 5 games.  How likely is that? The formula there becomes:

For a p=.5 that works to 81%  Not very impossible at all, in fact will happen 1 our of 5 times.

Well, then why in the NBA when a team goes up 2-0 they win the series 95%? Because of course the team that goes up 2-0 is better than 50/50 against team B. More like p=0.66 – that gets you to 95% series wins after going up 2-0.     Note, p=0.66 gets you only to 81% for the series before the start of game 1.  

Summarizing the math:

If team A is 2x better (p(A)=.666, will win 2 times out of 3), then they win the series 81%.

If team A is 2x better (p(A)=.666, will win 2 times out of 3) and they win first 2, then they win the series 95%

If team A and team B are equal (50/50), then team A wins the series 50% (duh)

If team A and team B are equal (50/50) and team A wins the first 2, then team A wins the series 81%

If team A is worse (p(A)=.333) but wins first two games, they win the series 54%  — even though they are worse.

Bottom line – winning a 7-game series after going down 0-2 is not hard – as long as you are the better team!  Be twice as good and you have a 47% shot of pulling off the comeback.

Is Free Bird by Lynyrd Skynyrd