Tag Archives: kegan

End Of Nations: Stage 5 Geography?

EDIT: Please note that the philosophy portions of my blog can now be found at TheoryEngine.org

The State Of Nations

Now

This post will be engaging with an article in New Scientist called End Of Nations by Debora MacKenzie. The featured image is also copyright New Scientist. The article suggests that nation states are currently ubiquitous, they also seem timeless and inevitable. However nation states are neither natural, nor inevitable. Instead, they  arise from the demand for increasingly complex social behaviours/increasingly complex activities.

“The key factor driving this ideological process, [of creating nations] was an underlying structural one: the development of far-reaching bureaucracies needed to run complex industrialised societies.”

This tallies well with the pages in Meaningness relating to Modernity and the rise of the systemic/stage 4 society. David’s pages state (and I agree) that these notions are academic common knowledge. This article by Mackenzie is an excellent read in terms of demonstrating the academic literature in an easy to digest way. So… go read it.

Still here? Well one takeway from the article is that Nations are currently the largest “container” we have for power. This is not useful when trying to solve global problems.

“… there is a growing feeling among economists, political scientists and even national governments that the nation state is not necessarily the best scale on which to run our affairs. We must manage vital matters like food supply and climate on a global scale, yet national agendas repeatedly trump the global good. At a smaller scale, city and regional administrations often seem to serve people better than national governments.”

So, what is the future?

The article discusses the European Union’s strengths and weaknesses.  The integration of European states to benefit from economies of scale is very positive. However Europe has a problem, because it is just another layer of heirarchy on top of heirarchical nations, and heirarchy might be a bad thing. Nations are a new and uncomfortable idea, so they have to preserve themselves with patriotic fanfare, sports teams and the like, but Europe’s heirarchy layer does not use all the patriotic tricks that nations themselves use to promote national identity, which is probably why everyone hates it, even though the principles of the EU are pretty solid.

The article also points out the global meetings of nations exist but have varying degrees of effectiveness – eg NATO, the UN. However,  the more informal, variable and goal-oriented groups such as the G-numbers (G8, G12) might actually be more effective.

The remainder of the article describes a proposed answer: evolving from heirarchies to networks. “Networks of regions, states and even non-governmental organisations”. Proponents call this neo-medievalism (because the medieval model was much more fuzzy around the edges). “Networked problems require a networked solution” says Anne Marie Slaughter. The article also talks about the possiblity of collapse as a crucible for new things.

I’m sure you’re by now with me thinking that this sounds like grasping towards stage 5 fluidity.

The article concludes that everyone agrees we still need nations, as a “container” of power (you can’t just throw out stage 4) but no-one can really imagine how politics would work in a network. Given that the world is changing and we have global problems, “it’s time to start imagining”.

Imagination Fail

I find this sentiment at the end of an article frustrating.

It reminds me of my frustration with AI movies. They often end at the moment the AI steps out into the real world (Ex Machina) or fall back onto unfulfilling, unrealistic emotional crap (Transcendence). Some tech friends claim we are experiencing a “fiction singularity”, a place where we simply cannot imagine our way beyond a certain point with AIs.

It seems we have a similar block here, imagining our way beyond stage 4 politics, capitalism, etc. Postmodernism is the “stage 4 politics singularity”.

Failures of imagination irritate the shit out of me. It seems like a poor excuse for failing to do something, or for believing something is not possible. If you can’t imagine something, that doesn’t mean it’s impossible. Try harder! Find imaginative people and ask them! Grrrr.

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I believe I am no more imaginative than average but we can’t all just throw our hands up in the air and hope someone else is dealing with it. So, here is an attempt at “imagining” how politics would work in a fluid network, rather than a heirarchy of discrete, nation-sized containers.

Imagine There’s No Countries

City Mayors

It seems obvious to me that large cities should work together in a global way. I imagine the mayors of London, New York and Tokyo could have a lot to say to each other. At the moment I think there is probably some borrowing of knowledge from one city to another, but a global network of cities creating shared goals (such as how to integrate travel between them more efficiently) for everyone’s mutual benefit seems like a good way forward. I think creating carbon emissions goals between major cities could also have as a big an impact as nations could. Luckily, mayors also already have some power.

Regional Networks & Tasks

The same idea could be applied to rural areas – in the UK Prince Charles is really into that sort of thing. I am imagining conferences on farming that are wider than just either: corporates or NGOs or charities or Government departments, but rather mix their participants based on topic, not polital unit.

This also implies the strength harnessed by Kickstarter: organise around tasks/goals. This is where the G-numbers have had success. It is important however that participants have the power to make changes. We could confer temporary task-force power on such people.

Some regions might want to hang out around “not feeling like they are part of their surrounding nation” like the Basque area of Spain and Massachusetts. They could chat about how to make free cities actually work.

Fuzzy boundaries

An idea to get our heads around might be that it is ok for some cities/regions to have more fuzzy boundaries. There are huge back and forth debates about country boundaries and visas, which I’ve only vaguely looked into, but I propose that boundaries can be more flexible than that.

They could be fuzzy for certain things or for certain people but solid for others, such as perhaps creating a global accord for academic visas, but still be more strict on tourist/working/immigration visas. Europe’s national boundaries now work in this way, with open borders for EU residents, while political borders remain in tact.

But boundaries could also be fuzzy only for certain times. Burning Man is an example of laws, cities, resources and boundaries that only exist at certain times of the year.

What are your ideas for stage 5 politics?

 

Money, part 2

This is a continuation of my previous post, describing my mission to actively move away from using money. This involved being homeless and discovering the opportunities of life without money.

Going back to money

I always knew I would be reintegrating with the “normal” world eventually. After a whole year of being homeless and surviving without money, I was ready to go back.

In discovering rationalism, I had come across some cool techniques for life. Using probabilities and a cost vs benefit analysis I decided to move to London and become a developer. This was calculated as a low-cost high reward strategy for maximum money in minimum time that had a good chance of success.

The ultimate goal was to make time for more philosophical activity in my life. The no-money route is an option to regain some time, but perhaps not enough. The costs are also high: poor physical health, lack of stability (high anxiety). In short, to reach my goals, I had to use money.

Emotional difficulties

Even though my feminist days gave me this advice: “we all are doing what we can to survive under unfair conditions, so it is wrong to criticise others who are performing along the expected lines of society”, I still suffered feelings of horrible guilt and of being a sell out.

I rationally knew that I had come up with a decent plan that might ultimately help me to do more of what I love, an activity which might help people and even contribute to changing the society I find myself in. However the feelings of being a sell-out, of “getting more right-wing as I got older” were strong. It took some years to be more at peace with my choices and even longer to find a framework that might help to describe them.

I also felt uncomfortable  earning (what felt like) an obscene amount of money in comparison to others. Coming from the local government sector gave me a strong sense that the people who do the hardest jobs get paid the least money. I also felt working class guilt, that I was being a traitor for accepting and using middle class salaries, buying myself middle class privileges.

Of course, it was harder for me to remember that my new salary was still below average, well below median and certainly not “obscene” by any measure.

 

I had to remind myself that it is ok to have money. Life is indeed much easier with money. I think the study about IQ drop when feeling anxiety over money has failed to replicate, like so many others, however the anxiety levels at the low-end of the money scale seem anecdotally extremely large, and are relieved entirely by a modest income. Having modest amounts of money allows for optimism for the future, enables regular excursions outside of the house, enables much easier social relations, allows freedom of travel and greatly improves physical health.

Another aspect of money relates to sharing your money. I can now be honest about my motivations for generosity, is it signalling, is it genuine concern? I now feel ok about exploring those ethics.

One thing is certain, being without money is an excellent way to understand and use it effectively.

Further Truths

It’s expensive to be poor.

This perverse rule was visible everywhere once I recognised it.

The ATMs in poor neighbourhoods always charge for withdrawals, because poor neighbourhoods don’t attract chain banks or other enterprises that provide free cash machines. It’s not worth it, because everyone there is poor.

The converse is also often true: it’s cheap to be rich. Rich people are often invited to free events in the random hope that someone will spend their money eventually on the host’s business. Art galleries have free private views. Overdrafts on wealthy client’s accounts are free, while poor people are penalised for even a £1 overdraft withdrawal. The richer you are, the more free things get offered to you. Of course, money makes more money if you just leave it alone, so the act of simply having some gives you an income on it as well.

Cheating on benefits is much harder than getting a job

Almost nobody does it, so get over it. Of the ones that do, it is our fault as a society for not providing more useful deception games that their skills could be applied to. Either way it is an acceptable loss.

 

Post-money

It doesn’t take very long to earn enough money such that survival is covered and all the questions about the meaning of life, and how to spend one’s time, return. For my freelance friends who really do earn obscene money, the problem of what to do every day becomes a real concern. Material benefits lose their charm alarmingly quickly. Boredom is the ultimate problem.

It leads me to wonder if there are groups of people with rich depression, whom we could leverage to do interesting things. It also makes me a proponent of universal benefit, which might be an interim step that will lead us to the idea that we should spend some time shunting around our shared, limited resources and the rest of the time getting together to do interesting things.

Money doesn’t need to be money

For some people (many?) their salary is much more to do with “numbers going up” – the dopamine reward system that video games harness so well, than it is to do with material goods or comfort. For those who are not too interested in the status that material goods bring, the motivation is more to do with the esteem a society holds them in (itself another kind of status).

This had led me to speculate about the possibility of divorcing “currency” – a phrase for the part of money that is a functional system of exchange rather than drag 2,000 eggs to market to swap for a cow – from the insane, imaginary mathematical games people play in financial markets that none the less cause ordinary people to lose their homes.

I recently spoke to a software developer in the finance industry who openly admitted that he engages in creating software that is deliberately difficult to use, so that financial investors feel as though they are actually doing something during their 90 hour work week, rather than admit that they do no better than random chance. His team actively re-writes old software with more complex navigation menus and deliberately obfuscatory usage procedures to supply the illusion that these people do something Very Hard that only Magic Skilled People can do.

I wonder how hard it would really be to round up the entire top several levels of the world financial system and quietly slide them all into an MMO or virtual world, where we tell them they are trading and have won and lost millions of “dollars” when actually we have disconnected them from the currency we use for basic goods, shelter and transport a long time ago.

Capitalism

I used to think capitalism was evil. Now I think it’s just a system.

I think it’s quite amenable to being hacked and changed, which is good. It might be the least bad system so far. It also doesn’t function in a vacuum. Capitalism so far has always operated with, alongside and within several other systems: nation states, governmental organisation systems, political systems, charity systems and particularly “welfare” systems. The welfare side is where we put lots of our human morals, and I now find it strange when people demand moral behaviour from capitalist systems.

There are some who believe that current systems would be improved if allowed to operate with the same rules as a “market”. I think they are correct in some cases, but it would be disastrous in others.

I do think there are aspects to markets/capitalism that mean it has never been a complete or functioning system. For example, natural resources are exploited at no cost, giving the illusion of eternal resources and thus eternal growth. I will be very interested to see how capitalism changes when this loop is closed, such as when governments give natural resource systems legal rights, or with carbon taxes.

I feel optimistic that since capitalism is subject to theories as engines, not as cameras, it will continuously evolve and will no doubt be a useful system in the system tool box for a long time.

Existing signs of fluidity

Required Reading

Robert Kegan’s personal development framework, summarised here by David Chapman. You might also like to read my earlier thoughts about what Stage 5 or “fluid mode” is, or means, for individuals.

This post will be taking huge liberties with material that is intended to describe personal, cognitive and social development of an individual by applying it to wider societal structures. One of my philosophical itches relates to the fact that scale is important, and different methods are needed at different scales of operation, so I am wary of the pitfalls of taking these liberties.

This, as most of my posts, should be taken as an exercise or thought experiment.

Where we are now

At the moment, society is largely at Stage 4, and has been since the tribal group style typical of Stage 3 began to decline.

Stage 3 society is based on relationships and feelings are paramount. This works well in a tribal group (and still operates in small groups, eg rural villages).

Stage 4 societies use a system to organise and make decisions, with relationships deliberately distanced from decisions, because within this stage, that is more fair. For example, the legal system relies on pre-agreed codes of justice, not the personal relationships of those involved, to make fair decisions.

Systemic organisation has given us almost everything we have in society today, from healthcare to exploring space. But, is there room for more growth?

Many current alternative belief/sanctity doctrines, such as groups with New Age / “hippy” values mourn the loss and call for the return of stage 3-style living. This would be a backward step. The way forward involves synthesising everything learned from stage 3 and stage 4 together.

While wider society does indeed have many successful stage 4 systems that can interact with each other, something more is required to become more like stage 5. Chapman’s description of stage 5 for people is very useful:

You have several such systems, “multiple selves,” none of them entirely coherent, and which have different values—and this is no longer a problem, because you respect all of them.

Society has many systems, but most are still invested in the idea that systems must be entirely coherent and that systems that have different values cannot coexist, be reconciled or demand equal respect at the same time because this would be contradictory. Politics is a great example. All the players must behave as if their chosen team on the political spectrum is inherently, objectively right and the others terribly wrong.

Stage 4 societal systems are interacting with each other in the same way as stage 4 people co-operate: very successfully, coordinating calendars etc, but not yet showing stage 5 fluidity.

This post will submit some ideas for institutions that are exhibiting Stage 5 dynamics.

Candidates

Kickstarter et al.

Crowd funding seems to have features that are more like stage 5. It involves co-operation from many people who are different from each other, who probably have wildly differing systems of belief and ethics. Differences are no longer very important because the focus is the end goal.

Crowd funding temporarily brings people together around a node point, a common goal, and they will disperse when the goal is achieved. This node point is slicing reality along a different, specific line. The rules for the node are set by the creators and rather than appealing to a broad identity eg “all Democrats” the appeal is much more specific eg “anyone who wants an Alsatian puppy calendar”.

Because the focus is the end goal, the systems that have been leveraged to make it happen are no longer very important, rather they are shown to be tools used to achieve the goal rather than identities for its participants.

Elon Musk

There are some people who appear to be “hacking” systems, in this case capitalism, harvesting rewards and then leveraging the benefits.

It is likely that individuals have done this within companies and governments for centuries but Elon Musk is a visible example with public goals.

He identified that the best way to make money within our current money system – capitalism – is to make money from money (Paypal as a money transfer service).

Once he was one of the top 100 most wealthy people in the world, he turned his attention to other goal-focussed pursuits. The world is probably lucky that he wants to improve the lot of humanity with high-speed travel, space exploration and green energy.

My point with Musk is that, having exploited a stage 4 system he can now work around those systems and above their heads.

Even just a decade ago it was inconceivable that anyone would market an electric car, because the oil industry is too big and powerful. Indeed, a new product must jump through many hoops to come to market, from patents to funding to marketing to market share to fending off legal battles. It was impossible to imagine any company achieving this. What happened instead was a person who sliced reality along different lines.

The gradual rise up a chain of hierarchical systems is not necessary for Musk. Once one has a certain amount of wealth, one can be more or less outside of most of these concerns. His product does not have to get funding or acquire market share any time soon, much less turn a profit. Money can be thrown at lawyers from the oil industry and at marketing. So, Musk managed to just pop out an electric car, seemingly out of nowhere.

By providing a ready-made product, Musk drives change from above back down through some stage 4 systems, like governments, via (for example) demand for new electric infrastructure. In the US, his company has taken over this stage 4 operation.

Further, Musk actively works together with other companies. He is known to sell his electric car components to other car manufacturers relatively cheaply. His company also negotiates long-term investment from them in exchange for these cheap, high quality components or for long term help in their research and development departments. In addition, he allows “good faith” access to patents held by his companies to help other firms advance their technology in his areas of interest.

This to me is stage 5 capitalism. Everyone has their separate companies, their private patents and are technically in competition. But when striving to change the world  (and when money is no longer an issue) the best way to productively move forward is to once again collaborate, share information and support others around specific goals.

Open-source

Technology developers worldwide (particularly software developers) have for a long time been sharing their work online for free. The work on software does not end at the moment a piece of code is given away, rather many people also actively maintain and debug the software after the fact. This involves a lot of effort and usage of free time.

This seems to have come about due to a combination of good wages in the stage 4 realms that support developers and good will amongst the community. Many developers sympathise with having to write boring code, so libraries have been created such that no-one has to repeat unnecessary labour.

Developers also foster that “for the good of the world” feeling. Open-source software is made available for free to anyone, not just other devs. As software becomes more complex it is increasingly obvious that only collaborative effort will move technology forward. Opensource is an alternative to corporate invention, partly so that life-changing technologies are not owned exclusively by a single company but also partly because such entities are too narrow in their R&D focus.

Summary thoughts

If Chapman is correct about STEM people and stage 4, it is no accident that these three examples are all in STEM fields.

These examples all share something that I feel is very important: goal focus. I believe goal focus flattens out old hierarchies and makes systemic differences less important. These goals also have a certain flavour, to improve the world or to maximise fun. They fill the gaps in capitalism’s goals which are too narrow.

This goal focus is possible because there is another assumption along side it: that we are participating in something that is shared. With Kickstarter it is normally a shared geeky hobby. Elon Musk’s visions assume a shared human race, a shared planet and a shared solar system. Developers exist in a shared community and all hands are needed in software right now so that community also extends to the human race. However this shared environment acknowledges stage 4’s differentiation before building a sense of sharing.

The humanities seem to be straining towards some flatter hierarchies, for example reinventing the system for peer-reviewed papers which would be in line with Foucault’s criticisms of institutional power, however change is still extremely slow.

Can you think of other things that seem to operate on a stage 5 level?

 

What is Stage 5’s environment?

In Robert Kegan’s book, the fifth stage of cognitive, personal and social evolution is called  the Inter-Individual Stage. I find this to be the least useful of all the names for the stages.

According to his framework, one moves from “being” one’s current environment to “having” it as a tool. At stage 3, one “is” one’s relationships. One “is” a father, a son, a friend and performance in those relationships equals one’s success and sense of self.

In stage 4 one goes from being “embedded” in relationships to “having” relationships. One is now embedded in a “system” that governs those relationships, as well as everything else in life, from ethics to personal goals. One “is” one’s system, such that threats to one’s system (eg religion, political leaning, career title) are threats to the self.

In stage 5 one moves from being “embedded” in a system to “having” systems that can be used as tools. But the new “embedded” state does not have a strong name.

Stage 5 environment name

Kegan talks about how graduation from stage 4 might have no road-map in romantic relationships and it is generally equally rejected in workplace environments. His attempt to describe a marriage in stage 5 terms seems a little handwavey.

He went on to write a book for businesses about how to foster a good “holding einvironment” for employees and another book about the breakdown of support for stage 3-4 in society in general. Stage 5 is treated rarely.

Meaningness.com is currently doing a fascinating series of posts about moving from stage 4 to 5 and they are using the phrase “meta-systemic”. I think this is perfect for the STEM audience. Elsewhere in meaningness the relevant phrases are “complete stance” and “fluid mode”.

The “stances” are Chapman’s own creation (with due nods to all the inspirations for it) and I think the name can appeal to general readers and to people more inclined to social or spiritual vocabulary.

The identity politics social science types will, I think, resonate strongly with “fluid mode”. I blog elsewhere about bisexual politics and “fluid” is one of the common labels used as an alternative to “bisexual”.

All of these names are good. All are better than straining to make every stage begin with an “I” like Kegan does and therefore land on “inter-individual”. I think it is better if also interchanged freely with “inter-institutional”. NB in Latin “inter” means “between” and “among”.

Descriptions of stage 5

None the less all of these names seem to not quite capture the whole. I think this is not least because the whole is very hard to describe. Having said that, let’s take a wander over to David’s summary of stage 5. Go on, you can’t get away with not reading this forever.

The descriptions around systems are very lucid.

A favourite bit:

Fluid epistemology can relate systems to each other, in a way that the systematic mode cannot. Systems become objects of creative play rather than constitutive of self, other, and groups. Fluidity can hold contradictions between systems comfortably while respecting the specific functioning and justification-structure of each.11 All ideologies are relativized as tools rather than truths.

And for ethics:

It takes ethics to be a matter of collaborative practical improvisation that is responsive to specific situations.

The Meaningness project is not entirely Stage 5, or hardly anyone would understand it, but it involves many things that stage 5 also involves. I like Chapman’s phrases : “collaborative”, “playful interaction”, “nebulous yet patterned”.

What are we doing in stage 5?

To get to our embededness, which may be impossible, we need to think about what we are doing in stage 5. My own thoughts:

Having fun with “boundaries” and “rules”.

Deliberately drawing and re-drawing boundaries of objects or the self can be so fun! Deliberately re-aligning perception. Such as the game mentioned in this post of looking at a street from the point of view of an architect, then a homless person, then a street runner, then a geologist. How the landscape changes! How meanings and value shine and fade for each object! Yet the physical street remains the same.

Experimenting by using the rules of one game to play another. Smooshing categories together and pulling them back apart in an elastic, reflective manner.

So many things are suddenly less vitally important, and I mean vital in the sense that it supports or threatens life. Now that whole systems are not contiguous with one’s identity, it is possible to use them for play like never before. Experimental, reflective, elastic, play.

Conjuring with systems

Applying systems in appropriate situations. Trying a new system if one is not working. Formulating problems with greater sympathy and skill.  Using experience, experiment, abstractions to inform system-choosing. (Meaningness will cover all this much better than me).Smooshing systems together to make new ones. This feels like judging (without an ethical or moral dimension).

Collaborating

Now that boundaries are flexible and meanings fluid, collaboration becomes the time-bound and circumstance-bound moment to work within a framework for a while with other people. The framework can pre-exist, or be made up. This can work really well for achieving goals, as well as playing. This can happen with people with whom one previously had nothing in common, or even people one deliberately avoided or hated. When the game you’ve decided upon is complete, the meanings and rules can float away again. It is hard not to call this activity a “dance”, where people and meanings come together at a node point, then move away, over and over. The stage 5 version is so flexible because the node points can be anything, rather than rigid systems decided by majority and encrusted by tradition so as to be trustworthy.

A new name?

Does this leave us with a new name? My words have been: play, elastic, flexible, collaborate, judge, smoosh. I feel I want to say it is an ability to be both vague and distinct, both flexible and rigid. This reminds me of sexuality, how a word meaning both men and women just doesn’t cut it as a description for bisexual people.

In the end I think we will get no better than “fluid” for now, until we see some brave stage 6ers using “fluidity” as a tool for something else, embedded in something new entirely.

Which words are your favourite and why? Do you have any ideas for new words?

Emotional challenges of Stage 5

Required reading

This post uses a key framework of personal evolution by Robert Kegan.  It is summarised by David Chapman here.

This post is in dialogue with, and an expansion on, Chapman’s recent post about moving through stages 3, 4 and 5 in modern society (and the lack of support for it) here.

This post will not make sense unless you have read the other two posts first. They are somewhat lengthy, but I will be returning to these ideas as a basis for my blog posts for a long time, so it’s worth settling in.

Emotional challenges

Much has been said (some has been said) about the intellectual progression of stage 4 to stage 5. In this post I will outline some emotional challenges I faced (am still facing) to making the transition.

My evolving story

Four years on from university (which I attended a little later than average), at age 27, in the midst of deliberately making myself homeless and abandoning any regard for money, I was challenged to articulate the political position of a person on the opposite side of an argument to that which I held. I found I could indeed do so. It was common for me to hear that it is good to empathise with another person, and since I had been accused of failing in that area before, it was something I had been trying to attend to more closely. I was also aware of having to debate a position one personally does not hold (from Star Trek as well as school). So as an educated person I managed to imagine the position of someone who believed that austerity, small government and benefit cuts was an appropriate response to recession. I myself was about to go on a march against austerity, from the position that it made life worse for minority groups such as the disabled and also overly impacted a majority group: women. During that march I was extemely morose and it took some time to figure out why.

Beyond Empathy

Not only had I managed to do more than superficially imagine some arguments from “their side”, I could also understand why someone would hold that position. I could imagine which principles were important to that side of the political spectrum almost as clearly as I could see the principles that supported my own side. In addition, if supporters of that side believed the underlying assumptions or principles, they would not have to be stupid or amoral to believe the conclusions drawn from those principles.

It became clear that if one side is right, and the other wrong, it would be a matter of whether their principles were right or wrong. However, the more I thought about someone else’s side of the argument, the more their principles seemed at the very least appropriate for what they were trying to do. Their principles seemed logically right, (even if I thought they were morally wrong). And yet on my side of a debate, the principles seemed right too. How could this be?

Examining Assumptions

I began to realise that I had been making the assumption that my side’s founding principles were right and therefore the conclusions were also right and therefore the articulated position was morally right and therefore any different position that contradicted it must be wrong. In fact, dear reader, if you would care to re-read the opening sentence of the preceding paragraph to this one, you will notice the uncritical assumption – “if one side is right and the other wrong…” This very assumption came into view for the first time. The assumption that one position is right and that all other positions are wrong. It suddenly seemed self-evident that this was a silly assumption to make but at the same time I had clearly been operating with it for years.

Foundation Processes

I think I had been approaching these realisations gradually by being more and more open to the arguments from the ‘opposing’ side. I might have originally been motivated by the idea that one must “know thine enemy” – the better to thwart them. I felt meaningful progress could only be made if one engaged properly with another’s arguments and then was so persuasive with one’s own arguments that the other person would change their minds.

In addition, as a result of throwing myself into new situations, I was exposed to a person whom I liked but who used an entirely different framework from me to see the world. They came from a scientific, rational, logical background. They scorned my emotional/social view of the world as biased and refused to engage on the topic in anything other than their own ‘rational’ language. I could see they had some good points but also felt that they were missing something from their worldview. Out of sheer spite I began a long process of learning their technical language, in order to one day criticise them in a language they would understand.

Neither of these processes lead to their stated conclusions but: never underestimate the power of spite as a way to motivate learning.

In addition to the story told above about politics, I had similar conflicting intuitions when it came to money. The begninning of the story is here. I shall endeavour to write up the second half of the story soon. But in short, capitalism seemed to no longer be the spectre of evil I once thought it was.

Leaving the old stage

All of this lead to my eventual move out of stage 4. At the time, it felt like I had been booted out. Indeed in Kegan’s descriptions, a person at first criticises the world for not being what it appeared to be, and moving out of a stage is unpleasant. The current self has no desire to change.

Eventually, the criticism can be directed inward. Feelings of shame can arise when shifting through a stage change and I felt a certain amount of being intellectually ‘caught short’, the feeling of having been walking around with my pants down this entire time and no-one had told me.

Emotional problems shifting through change

And so we finally get to the subject of this post: emotional difficulties when transitioning out of Kegan’s Institutional evolution, stage 4. These descriptions are almost entirely focussed on intellectual growth as they seem easier to articulate. On emotional terms I feel more muddied. Perhaps I will post about that later.

Lack of stage 5 environments

One of the problems of this stage is a lack of cultural, institutional or familial frameworks to move towards when the previous thinking has been left behind. As of the 1980s, only 5% of adults may reach this stage. From Kegan:

“the requirements of the ‘holding environment’ within which to evolve become a taller order with each new evolution.”

There are therefore few, if any supportive voices to contradict the negative thoughts that accompany leaving a stage behind. This problem is discussed at length in Chapman’s post about people becoming lost at stage 4.5.

Loss of self, loss of identity.

Loss of the self is characteristic of all of the evolutionary stages:

“[people] may speak of a ‘loss of identity’ or that they have let themselves down, betrayed themselves, abandoned themselves”.

however this may be felt particularly strongly since:

“this is the first shift in which there is a self-conscious self to be reflected upon”

The instiutional stage 4 is characterised by adopting a system to order one’s life. This can partly mean aligning with a particular system that others also use which becomes an identity. For myself social justice style identity politics was my system. I aligned strongly with the left, with feminism, with minority sexuality and polyamory.

The negative thoughts which accompanied my new apparent relativism with regard to left and right wing politics, as well as capiltalism, were strong and distressing. I felt I was selling out, had lost my passion, was being weak or without resolve, was a traitor to the cause and I was particularly bothered by the phrase “you get more right wing as you get older”. I was terrified that this applied to me.

I applied these thoughts to myself because I believed my social group would do so if they knew what I was thinking, and I had no alternative viewpoints to challenge this “selling out” as anything other than negative. I could do nothing but accept these negative labels for myself. At this time I stopped any and all activism because I felt like a fraud and was also exhuasted from feeling this way.

Evil relativism

This longer passage from Kegan explains a common fear in 4-5 transition:

“All transitions involve leaving a consolidated self behind before any new self can take its place. At the 4-5 shift this means abandoning – or somehow operating without reliance upon – the form, the group, standard or convention. For some this leads to feelings of being “beyond good and evil”, which […] amounts to looking at the that beyondness from the view of the old self, and thus involves strong feelings of evil. Ethical relativism – the belief that there is no (nonarbitrary) basis for considering one thing more right than another – is, on the one hand, the father of tolerance: it stands against the condemning judgement; but it must also stand against the affirming judgement, and so is vulnerable to cynicism.”

Ethical relativism is a half-way point. One has realised that there probably is no perfect sytem that is “right”, rather all systems have validity given the way systems function (based on rules, assumptions, axioms or reasons, which therefore make them “rational”). However this leads a person to the conclusion that all systems are equal, have equal value, have equal utility, are interchangeable. I believed this for a while and it is quite frightening, leading one to a strong sense of nihilism.

In Kegan’s words:

“In the shift to stage 5 there is often a sense of having left the moral world entirely; there is no way of orienting to right and wrong worthy of my respect. This is the killing off of all standards, the attempt to be not-me (who is his standard) – the cynic, or existentially despairing.”

Short Postmodern digression

This problem is exactly where an unsophisitcated grasp of postmodern thought runs into trouble (Postmodernism can be seen largely as a 4.5 stage of philosphy). Postmodernism is the critique of Modern “systems” of thought, or rather a critique of the idea that the world can be apprehended through systemic thinking. This part was the focus of most Postmodern writing and is the easiest to grasp when discovering the topic.

When one reaches this far with the ideas it is easy to think that when Postmodernism is saying that “all systems of thought that give rise to opinions have arbitrary foundations” it is also saying that “all opinions have equal value”. This is not actually the case but it takes a long time to untangle. It takes a much closer and much longer study of Postmodern ideas to grasp what Postmodernism is moving towards, rather than away from. More on this in a later post.

Loneliness

When this shift out of a strucutual Identity is occuring it is no longer possible to associate with other people who are still firmly embedded in The Identity [whatever it is]. It is key to realise that this process is not voluntary for the person changing, they have no desire to suddenly be alienated from their friends, but at the same time thoughts cannot be unthought and changes are taking place regardless of desire.

I felt a distance from other people of The Identity that I had not felt before. I no longer agreed with them in the way they needed me to. If I voiced my new thoughts they saw me as dissenting for no reason or diluting the cause.

Eventually I no longer felt that my new thoughts were wrong, I felt they represented a new way to see the world, but I also knew that there was no point forcing the ideas onto people who were not ready for them. This made the alienation from certain people, and from certain parts of many people, inevitable.

This can be extremely problematic if one’s social circle is entirely made up of people who share The Identity. If there is no-one who can be part of a non-judgemental “holding environment” during these changes, it could lead to much heartache or even emotional/psychological problems that require professional intervention. (There is of course nothing wrong with seeking professional help, indeed it is absolutely the best thing to do, I am simply saying that it is nice to not have to).

During my initial moments of crisis, I took myself away from my city and all my friends. I think I experienced a lack of an environment for change. I finally found people who were confirming of the change and over some years of stability with new friends I feel I have progressed from the worst of the dissonance.

Now what?

Having dealt for some years with making this change (across some axes of my life at any rate), I feel somewhat more stable in my meta-systemtic state, but the loneliness persists. I feel comfortable again with interacting with others who have a different worldview, in fact I can see the extremely high value of their operations, in thought and in life. But I am always searching for others who may be able to understand some of my new ways of thinking.

Chapman proposes that much of society operates using stage 4 systems that interact with each other and I think that that is correct. (Systems interacting sounds pretty much stage 5 and indeed all society is actually constantly moving. However many societal systems rely heavily on being the “correct” system to function, most notably politics).

So what about stage 5-style operations that are larger than individuals? A stage 5 society?

Kegan notes that even proposing a stage 5 can be problematic:

“Suggesting that there is a qualitative development beyond psychological autonomy and philosophical formalism is itself somewhat controversial, as it flies in the face of cherished notions of maturity in psychological, philosophical, scientific and mathematical realms.”

In later posts I will spend some time imagining what stage 5 is or means for an individual (Kegan is more vague on this stage than the other stages) and what it is or means for a society. What would stage 5 societies look like? What features would it have? Do our societies already have stage 5 organisations in place? If so, what are they? Is there a way for individuals to safely encourage stage 5 institutions?

Also, check out the rest of meaningness.com for more fascinating (and in my view comforting) descriptions of how one might choose to make sense of the world.

Reaching Stage 5 – non STEM

Required reading

This post uses a key framework: Chapman’s version of Robert Kegan’s theories of emotional, cognitive and social development, it is summarised here.

This post is in dialogue with, and an expansion on, Chapman’s recent post about moving through stages 3, 4 and 5 in modern society (and the lack of support for it) here.

This post will not make sense unless you have read the other two posts first. They are somewhat lengthy, but I will be returning to these ideas as a basis for my blog posts for a long time, so it’s worth settling in.

Reaching Stage 5

As previously discussed, it might be harder than it used to be to reach stage 4 in current society. Humanities students may have it pretty bad (and presumably the other 60% of the population with no higher education at all). STEM students have the best chance of achieving stage 4.

Employment is the other stage 4 structure which might support stage 3 people. But as Kegan has pointed out, up to one third of the adult American population are stage 3 people living uncomfortably inside a stage 4 society, including stage 4 employment, without acheiving stage 4 themselves through their working environment.

So Chapman focusses on creating new structures to support stage 4 STEM educated people to progress to stage 5 with less difficulty. He is correct to identify this group as potentially the lowest hanging fruit.

In this post I will talk about my own experiences of (I think) reaching stage 4 and 4.5 not quite through STEM education, rather through a mixture of politics and STEM-type things. The purpose is to potentially identify next-lowest hanging fruit and possible cultural change that will support more stage 4 development that is not through STEM.

Personal caveats

I’m currently reading one of Robert Kegan’s books – one of the source materials for the stages theory I am talking about – and I feel struck by the possibility of my own uneven evolution through the stages.

Uneven in the sense of mastering some childhood stages above – averagely quickly but then possibly remaining stuck in a stage long after the average age of transition is expected during childhood, teens and 20s,  then perhaps being in the next stage for a very short time before finally entering my current one.

Uneven also in the sense of perhaps being in one stage regarding abstract reasoning that is much further along than the stage I’m in regarding emotionally relating with other people.

As with any framework, Kegan’s stages are illuminating for many situations but not applicable in all. No doubt there are also huge pitfalls with attempting to analyse oneself with these things, however with these caveats we will move forward anyway! For now this post will focus on abstract reasoning ability.

Humanities education

Up to school leaving age I think it is remarkable that I mixed together technical subjects with humanities subjects in equal measure. I enjoyed the scientific method and computing as well as my earlier love of English, literature, history and languages. The pressure to take courses between the age of 16-18 that “obviously” go together was pretty strong, to thus futher specialise during higher education. For exmaple, taking Maths and Physics at age 18 to go on to do Engineering at university. This happens less in the States, where a ‘major’ subject is also supported by other learning at college.

In this context I was being wilfully strange by taking humanities and STEM subjects together.

I waited a few years before attending college during which time I wrote poetry and worked in bookshops. At college,  I made a strange sideways choice to study Fine Art, a surprise to everone, not least myself. I was pretty shit at art so steeped myself in philosophy/theory instead and yes, was indeed taught about postmodernism. It was an elective module that I duly elected. In my own personal case I cannot agree that my tutors did not understand postmodern thought properly and I feel I was left to make my own investigations into its territory in the sense that I wouldn’t get a bad grade if I didn’t internalise postmodern principles.

We focussed on postmodern (and crucially, post-structrualist) thought exclusively within arty, theory, air fairy domains and so I was free to consign it to ‘only relevant to philsophy’ in my brain.

None the less I learned the important idea from Baudrillard that rationalists condense down into the phrase ‘the map is not the territory’. I also got a strong sense that post-structuralist thought was critiquing the idea that human behaviour could be discovered if the rules for the scaffolding could only be worked out.

I liken this to taking a rubbing from a gravestone. The old and time-worn words on an ancient stone are not easily legible, but if one takes a piece of paper and a wax crayon and makes a rubbing of the stone, the crayon will highlight in much greater relief the contrast between the smooth stone and the indented words.

In the same way, persons of the sciences as they are applied to people hoped to simply interrogate humans enough so as to divine the underlying structure which would explain all human behaviour.

(I’ve mentioned in another post how terrifying it would be if such knowledge was put in the hands of people in positions of power over others).

The post-structuralists pointed out the absurdity of looking for structures (or even just one structure) that explains all human behaviour when it is almost definitely not there.

This idea seems a bit obvious to a postmodern teenager, but being forced to discover what modernism was or what structuralism was gave me great insight into the evolution I had been born into.

It could still be true that I had this training in the absence of systemic training however my personal scientific mindset was already present and the disciplines of film photography as well as painting methods had to be fully mastered before receiving anything close to praise from tutors.

Also during university years I discovered feminism. This political line of thought said: there is a system called patriarchy and while it is not so obvious any more it is still fucking you over. Understanding that system and understanding it’s critique was another subject of my university years.

Feminism and other social justice goals became my stage 4 system for a few years. It was the personal system within which I made meaning. It was a framework that shaped my beliefs, projects and political opinions. I think I retained some hesitancy over absolutism or fanaticism though, due to my earlier brushes with postmodernism, as well as exposure to extremely sophisticated feminist thought. 

For relationships, I have said before that polyamory probably provided that bridge to stage 4 in emotional terms. 

So far, we have seen that all of this development was from a humanities input, and informed by a much earlier interest (age 15) in computing and science.

political upheaval

In 2011 I was experiencing a resurgence of anxiety and panic attacks. I felt that something was missing from life and my part time library work and part time activism were not stimulating enough. It was also the year a series of riots broke out, the first in my home town of Bristol. Globally,  the Occupy Movement began and I was involved with my local chapter. I was excited by the newness of the movement and the potential for change but dismayed by reports of sexism and homophobia in the camps, as well as knowing that Occupy was about questions, not answers.

My solution to this anxiety was radical upheaval. I made myself homeless and went on and odyssey of knowledge.

It was in these years that my politics was challenged by a rationalist. They asked me to articulate the other persons point of view on a political issue. I managed it, but it was an unfamiliar exercise. Throughout the subsequent protest I was morose. The idea that the people I was protesting against might actually have a point was a very difficult one.

I subsequently dived into LessWrong, probability theory, Slatestarcodex and the rest but ultimately I feel it was emotional reactions to a political system that began the process of stage 4 to 5 transition.

I think I must admit that my process was deeply informed by scientific and rational principles, plus I’m extremely self reflective but I think my 3-4-5 transition was largely in arts and humanities areas.

My thoughts on this story are perhaps less specialisation between arts and humanities should be encouraged. Cross-specialisation is needed.

I also think STEM minded people have a tendency to dismiss emotional frameworks as unscientific or not useful because they don’t understand them very well, so STEM background people need humanities training just as much as the other way around. 

You might want to check out my cross pollination zine for ideas about how rationalism and feminism could learn from each other. 

I will talk about the emotional difficulties of tr asitioning from stage 4 to 5 in much greater detail in a subsequent post.