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Experimentation & Causal Inference1 / 3

1 min lesson

When you can't randomize

Describe the practical point in "Most reliability questions are not A/B-able", then say what it changes.

Step 1 of 3

Most reliability questions are not A/B-able. A model swap, an infra migration or a region-wide incident hits everyone at once. There is no clean control arm to assign, so you reconstruct the counterfactual instead.

Quasi-experimental methods estimate "what would have happened without the change" from observational structure. Each one buys an identifying assumption and the interviewer's real test is whether you name that assumption and how you would falsify it. Match the method to the structure of the problem, not to your favorite tool.

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Advanced table

The method is only as good as the assumption you can defend and test

Method
Difference-in-differences
Use when
A clean comparison group exists (another region, client version) and the change hits one of them
Identifying assumption
Parallel trends: groups would have moved together absent treatment
How to stress-test it
Plot pre-period trends; run a placebo on a pre-treatment date
Method
Synthetic control
Use when
No single clean control; build a weighted blend of donors (good for staged rollouts)
Identifying assumption
The weighted donors reproduce the treated unit's pre-trend
How to stress-test it
Check pre-period fit; placebo-test on untreated donor units
Method
Regression discontinuity
Use when
A sharp threshold assigns the change (timeout cutoff, rollout-percent boundary)
Identifying assumption
Units just above and below the cutoff are comparable
How to stress-test it
Look for bunching/manipulation at the cutoff; vary the bandwidth
Method
Propensity matching
Use when
Observational groups differ on measured confounders
Identifying assumption
No unmeasured confounders (ignorability) given the covariates
How to stress-test it
Check covariate balance after matching; bound unmeasured bias
Method
Instrumental variables
Use when
An instrument shifts exposure but not the outcome directly
Identifying assumption
Relevance + exclusion: instrument affects outcome only through exposure
How to stress-test it
Test instrument strength (F-stat); argue exclusion qualitatively

The method is only as good as the assumption you can defend and test.

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Optional practice

Practice: When you can't randomize

QCursor migrates the agent backend in one region and you want to know if it changed p95 latency. You plan a difference-in-differences against an untouched region. What single check most determines whether your estimate is causal?