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The Next Wave
- mcshicks 11y agoI really enjoy John Markoff's writing and happened to read that article before this was posted. If you really want to understand more of where he is coming from with respect to this article I would recommend reading his book "What the dormouse said". If you look at some of his comments in the article, like this one "What worries me about the future of Silicon Valley, is that one-dimensionality, that it's not a Renaissance culture, it's an engineering culture. It's an engineering culture that believes that it's revolutionary, but it's actually not that revolutionary. The Valley has, for a long time, mined a couple of big ideas." You can really see how he is referring to the some of the earlier generation that was more influenced by the 60's counterculture movement. For myself I'm not so sure, because I think there is a danger in being nostalgic when comparing the accomplishments of the past with today. But again I think he's a great writer and I loved the quote from Kahneman about "the robots are going to come just in time" https://en.wikipedia.org/wiki/What_the_Dormouse_Said https://en.wikipedia.org/wiki/What_the_Dormouse_Said
- api 11y agoI've thought this for years. Basically SV is still just mining the stuff that came out of SRI/Engelbart and PARC. There has been very little fundamental innovation (a.k.a. invention) since then, and we don't have a fundamental innovation culture. We have an incremental advance culture -- basically just massaging and refining old stuff.
- leoc 11y ago> I don't know what Silicon Valley will do when it runs out of Doug[ Engelbart]'s ideas. - Alan Kay
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- qwtel 11y agoAny businessperson would estranged by the negative attitude towards making "the stuff that came out of SRI/Engelbart and PARC" available to millions if not billions of people, which, one could argue, is the more difficult part.
- api 11y agoThat's not what I mean. What I mean is: where is the creative stuff now?
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- eli_gottlieb 11y ago>This is against the background of a technological culture in America during the middle of the last century, which was based on industry monopolies that could afford to create giant research laboratories—places like IBM, the Bell Labs—and fund researchers to do things that would take place over years. That's gone away. In Silicon Valley, Xerox PARC was started as an effort to get Xerox—the copier company—into the computer industry. They failed to make Xerox a computer company, but it had this wonderful spinoff effect. That is possible, that some of these efforts may still have serendipitous consequences, but nobody is willing to place the long bet anymore. That period of America, that type of technological economy in America is just gone. I don't know if it's any place else in the world either. > >There's been a dramatic shift in corporate America, and the time horizons have shortened. Even DARPA, which was created in the 1950s to prevent America from suffering from technological surprise, in the wake of 9/11 and the Iraq war DARPA shifted its focus and has become focused on much shorter term results. Clearly something has been lost. Oh bugger.
- cma 11y agoPARC didn't just have an external spinoff effect, with the laser printer invention alone they supposedly made enough profits to cover all the PARC costs.
- throwawaymaroon 11y ago>What worries me about the future of Silicon Valley, is that one-dimensionality, that it's not a Renaissance culture, it's an engineering culture. I find this actually offensively wrong. He redeems himself a little with the next sentence. >It's an engineering culture that believes that it's revolutionary, but it's actually not that revolutionary. The Valley has, for a long time, mined a couple of big ideas. Silicon Valley is Startup Culture, which is very different from the culture of engineers. I hope that fewer and fewer engineers are being fooled by and buying into startup culture. On the other hand, there's always young blood.
- klunger 11y agoI enjoyed the anecdotes in here about the history of Silicon Valley. But, it read like 3 or 4 essays mixed up and crammed into one. What was the point?
- mmatants 11y agoI think it's a transcript of the interview-style video at the beginning of the article, so it kind of flows topic to topic.
- klunger 11y agoWow! This turns my perception of the piece on its head. He is such an eloquent speaker that I mistook his ad hoc answers as a somewhat ramble-y but nonetheless interesting essay.
- flashman 11y ago> When the conversation turns to Uber for "x," you can tell there we're out of ideas, that people are basically just trying to iterate and get lucky. I suppose some of them will be lucky. This is true - but then where do you think ideas come from? They aren't woven from thin air, they come from experimenting with existing ideas. I see it as a positive that so many people are experimenting with dumb-on-the-face-of-it apps... maybe instead of the latest messaging app one of them will make a real innovation.
- michaelochurch 11y agoThe faster-than-exponential growth phenomenon (I prefer to avoid the term "singularity", which makes no physical or mathematical sense) goes back billions of years. It took 2.5 billion years for life to get to sexual reproduction, another 700 million to the Cambrian explosion, and so on with each phase getting shorter and the growth rate getting much faster. In human history, we've seen typical economic growth go from less than 0.001% per year (paleolithic) to 0.1% per year (urbanization, agrarian life) to 1% (early to mid-industrial) to ~6% per year in the 1960s. (We've slowed down to about 4-5%, globally, and the developed world is stagnant. That's another topic.) I don't know what will happen in the next 10 years regarding Moore's Law, but I don't see any reason to doubt that the faster-than-exponential growth can carry on for a while. It would surprise me not to see 10% world economic growth by the end of my life. The OP does a great job of explaining why Silicon Valley won't be involved in much of a meaningful way. I think that the biggest problem is that the balance of power between connections guys and talent has fallen into a state of irreversible moral calamity. In their time, Steve Jobs and Steve Wozniak were approximate equals. The business partner wasn't innately taken to be superior to the engineering partner. That changed somewhere between 1995 and 2005. Now, the connections guys are the only people who really matter and engineers (even up to the CTO level) are largely viewed as interchangeable. And they probably are interchangeable given that these businesses are all built to be dumped on a buyer inside of 3 years, and the consequences of mediocre engineering generally don't have business-macroscopic effects (beyond "throw more money at it" problems) until 5 or 6 years have passed. I don't know where, when, or how the positive-sum mentality of the old Silicon Valley will reconstitute itself. I do think that it will be at least 500 miles away from the current one, because the current tech hub has "Future Detroit, But With Less Architectural Character" written all over it.
- InclinedPlane 11y agoI believe that two things will happen in the 21st century that will have outsized impacts on the economy, both of which are software related. One is that we'll finally get a leg up on software development. This is more likely to be the result of lots of incremental improvements. We've made huge strides since the '60s, we have tons and tons of tools that we've built and use, but still at the end of the day software development is a crude endeavor. More often than not projects end up with "big ball of mud" architectures. And we lack the fundamental models and terminology to even talk about software design and architecture at a reasonable level most of the time. We have all these tools like TDD, static analysis, and so on, all of which is more or less bolted on to our other tools. And I can't help but be reminded of both the pre-structured programming era and the pre-OOP era, when there was a transition from a kludgy mess of useful components bolted on to existing paradigms that congealed into a cohesive design that became a universal standard. In, say, 30 years programmers will not only have better tools they'll have better techniques, better standards, and better models. They'd be able to look at the software projects of today and go "oh, well, here you have a classic example of X common architecture design anti-pattern, which you can fix using techniques U, V, W, and Z" and so forth. I think that alone will unleash a tremendous amount of potential in the use of computing systems and result in an inflection point in the effectiveness of software development projects. The other is fully automated and configurable manufacturing. We have almost all of the necessary components in place for that today, but nobody's put them all together yet, but it'll be transformative. Imagine being able to upload a handful of files to some service somewhere and then those files would be used to produce PCBs; mechanical components and structures built from various materials (plastics, metals, composites, etc.) using 3D printing, injection molding, CNC milling, etc; and then having all of that assembled into a final device then shipped off to you. Imagine how that changes the economy we have today, how much it could accelerate innovation, how it could result in un-serviced economic niches finding satisfaction, and so on. Think about how many thousands of kickstarter projects would translate into simply designing something then making use of such a service. Also imagine how much things change if you can have a completely automated factory pumping out parts and goods 24/7. Imagine if you could bootstrap an industrial economy anywhere on Earth, or off, with a few shipping containers of machine tools set up the right way. And then you get into idea like self-replicating factories. Think about how all of this changes the economy into something that we would scarcely recognize today? What if manufacturing an automobile in 2100 was economically equivalent to manufacturing a diecast hot wheels toy today?
- InclinedPlane 11y agoA big "problem" is that things are too easy actually. Slap together an MVP based on an obvious idea, execute it half-assedly on the ragged edge of competence, expand with VC money, make tens of millions at the lower end, maybe billions. Because so much of industry, the economy, etc. still hasn't been hit fully by the disruption of 21st century technology. Uber being the perfect example, disrupting an industry that had barely changed much in a century. There are countless similar examples. In SV you can snowclone your way to success because there's just so damned much low hanging fruit that hasn't been executed on hardly at all. The same's been true in the mobile space for years as well. Hardware wise, just rev the display and the proc. and you're golden, as long as the device wasn't garbage you could demand a huge profit margin (amplified further by the "subsidized" handset purchase model). Easy money makes for laziness. When google hit big they entered a tight market during an economic downturn. That's also when amazon started hitting its stride. But there is so much potential right now for easy money in tech that I suspect it'll be a long time, if ever, before economic pressures force a serious drive for innovation. But there's also a huge need for real innovation. Mobile devices are still largely consumption rather than creation devices, for example, though they have no shortage of capability. And there's a huge need for fundamental research into programming languages, operating systems, and especially software development as an activity (what works, what doesn't, in which situations and circumstances, and why, etc.) Consider, for example, how utterly lacking in universally acknowledge best practices is the development of firmware with potential safety implications.
- dmritard96 11y agoA few reactions: Engineering cultures can be revolutionary even if the core ideas are the revolution. The startup community knows this well as it is repeated ad naseum - ideas are worthless (mostly), and its largely about the execution. Calling a cab from a phone is not new or original. Uber didn't think of it nor did they execute it first or probably even technically best. But their combination of technical execution and business acumen allowed them to raise shit tons of money, aggressive loss lead into users and grow internationally rapidly. And Taxis drivers in France are lighting cars on fire. Engineering itself can be revolutionary. Second, and more pedestrian I suppose - It seems odd in the time of intelligence being move to the cloud, Waze and autonomous cars, to predict that the 101 will be a parking lot and investing in yesteryears mass transit is the right move. It would seem that autonomous fleets will be optimized to move people with less resources including energy, roadways, and vehicles. If anything one could argue that we should be pumping money and engineering into vehicle autonomy as its likely a better long term (something he should be able to get behind) investment than more lanes and asphalt. Sure we need to maintain roadways, but I would rather plan for more efficient and safer transport.
- fscherer 11y agoeven if autonomous cars will be cheaper than having your own car, it may still not be affordable for the people who rely on public transportation and which could not afford a car anyway. (for example in my hometown an uber is still about 4 times the price of taking the bus or subway). the problem is that autonomous driving and services like the high class busses will still take a lot of money out of the public transportation system, and if then they need to raise their prices, some people would loose their only means of transportation
- wishpishh 11y agoDoes that really add up? If the people who rely on public transportation are not the ones who will be able to afford the new services, how would the new services move money out of public transportation? Are you talking about the people who are currently spending their money on public transportation, but could in fact afford to spend it on some other, more luxurious transportation mode if they so chose? If so, isn't it likely that if they still choose public transportation, out of ideological concerns presumably, they will continue to do so in the future? I'm not qualified, but I'm guessing that the money will mainly be moved from private car transportation to these new transportation services.
- ThomPete 11y agoI am not so convinced about his claims and ironically see them as equality living inside the bubble. The thing about robots is that even though very few of them even made it through the challenges some of them did and the ones that did now serves as the baseline for every other robot. And so contrary to human where each individual have to learn a skill in the time it takes them to learn it, once one robot get it right this is instantly transferable to all other robots. This is the big insight with robotics and not so much how good humans are at making robots do what they want them to. The steps they do take in the right direction is instantly applicable to all other robots.
- alan-crowe 11y agoYes! Training costs for humans are per employee. Training costs for robots are per job function. Also robots are very stupid and very expensive to train. Automation will take over the job functions that each employ larger numbers of persons. So that will have a big economic impact, because lots of jobs are involved. But will lots of job functions be involved? Automation could impact a few lots-of-employees job functions (such as driving cars, receptionist, and, err, my crystal ball has gone cloudy) and then stall. Researchers will have good ideas for how to automate job functions, but be unable to get the funding because only a few thousand humans do that particular job and it is cheaper to pay to train humans (times a few thousand) than it is to fund AI research (once). There are precedents for stalls. Think about garments. The sewing machine automates the process of passing the needle through the cloth. That is a big deal and causes a dramatic step change in productivity. Then what? Not much. For a hundred years and perhaps a little longer yet garment making remains at the same level of automation, with huge numbers of persons working in factories using the same old tool. That is why my crystal ball is cloudy. The penetration of robots into job functions that have non-huge numbers of employees depends on coming up with clever hacks analogous to the invention of the sewing machine. Without a clever trick, AI researchers might still be able to brute force things (imagine an industrial robot programmed to hold a manual needle, sewing needle-and-thread human style) but it will be too expensive and not replace human workers. I imagine the clever tricks trickling in a few per decade, dragging out the automation of the economy over a century or two (or three).