Between technology waves there is always a tipping point. It’s not that moment when the new tech becomes dominant but the moment when that dominance becomes clearly inevitable. For cloud computing I think the tipping point arrived a month ago. That future is now.
This is a big deal. My count of technical waves in computing may not agree with yours but I see (1) batch computing giving way to (2) timesharing which gave way to (3) personal computers which gained (4) graphical user interfaces, then became (5) networked Internet computers and (6) mobile computers embodied in smartphones and tablets, and now we have (7) the cloud. This seventh generation of computing will, within 3-5 years, absorb the vast majority of the approximately $1 trillion we spend in the USA each year on IT.
This is probably the last picture ever taken of our house in Santa Rosa, California. The time was 11:30PM Sunday and a neighbor had just pounded on our door. Fifty mph winds had been blowing all day but nobody expected fire. Yet the glow you see is from burning houses behind and beside ours. They, too, are gone.
We left with what clothes we could grab. I forgot my computer. I’m still blind and awaiting surgery so Mary Alyce drove one car and we left the other to burn.
Google recently extended its Google Lunar X-Prize deadline to March 31, 2018, apparently giving the five remaining teams a little longer to vie for the $20 million top prize. But there’s a mystery here that suggests two vying reasons for the change -- one sincere and the other cynical. The final answer may turn out to be a combination of both.
The Google Lunar X-Prize was announced in 2007, giving teams five years to put their landers on the Moon and drive around, sending back live HD video of the action. Though 30 teams eventually signed-up, none of them made it to the Moon by 2012. Or 2013, 2014, 2015, 2016, or so far in 2017.
One of my favorite mad scientists sent me a link recently to a very important IEEE paper from Stanford. Scientists at the Stanford Linear Accelerator Center (SLAC) have managed to observe in real time the growth of nanocrystalline superlattices and report that they can grow impressively in only a few seconds rather than the days or weeks they were formerly thought to take. What this means for you and me is future manufacturing on an atomic scale with whole new types of materials we can’t even imagine today.
What’s strange about this is not that these developments are happening but that they took so long to be discovered because my mad scientist has been telling me for over a decade that it was coming.
We’re just a blind man and an 11 year-old boy, but Fallon and I have been learning a lot about North Korean ballistic missiles and the news is sobering for a world already in crisis. Not only does North Korea have missiles capable of reaching the U.S. mainland, that has been a well known fact in intelligence circles (not just at our house) since early 2016. The North Koreans probably have a 10-20 kiloton nuclear device of deliverable size and even if they don’t it’s easy to send a dirty bomb instead. Our capability for monitoring such activity from space isn’t as good as we’d like or even as good as we already claim. Oh, and we have a reckless President who likes to make threats and might see war as a useful distraction at this point in his Presidency.
Elon Musk thinks he can increase the speed of his Tesla production line in Fremont, California by 20X. I find this an astonishing concept, but Musk not only owns a car company, he also owns the company that makes the robots used in his car factory. So who am I to say he’s wrong? And if he’s right, well then the implications for everything from manufacturing to the economy to geopolitics to ICBM targeting to your retirement and mine are profound. We may be in trouble or maybe we’re not, but either way it’s going to be an interesting ride.
My friend Jerry Kew from the UK brought this article to my attention in which Elon Musk says he expects to increase the speed of his Tesla production line from the current five centimeters per second to one meter per second. Here’s Jerry’s back-of-the-envelope calculation of what this means:
Events happen so quickly in the wacky whirlwind world of Donald Trump that it’s hard to react in anything close to real time, but there was an interesting story in the Guardian last weekend that I think deserves some technical context.
The Great British Brexit Robbery: How our Democracy was Hijacked is a breathless but well sourced story about how a U.S. billionaire harnessed Big Data to split up the European Union and steal a U.S. Presidential election. It’s an interesting read, but the point I want to make here is that the tale was entirely predictable and if one side hadn’t done it, the other would have. Next time they’ll all do it.
The title above is a play on the famous Bill Gates memo, The Internet Tidal Wave, written in May, 1995. Gates, on one of his reading weeks, realized that the Internet was the future of IT and Microsoft, through Gates’s own miscalculation, was then barely part of that future. So he wrote the memo, turned the company around, built Internet Explorer, and changed the course of business history.
That’s how people tend to read the memo, as a snapshot of technical brilliance and ambition. But the inspiration for the Gates memo was another document, The Final Days of Autodesk, written in 1991 by Autodesk CEO John Walker. Walker’s memo was not about how the future could be saved, but about how seemingly invincible market advantages could be quickly lost. If Autodesk, the Computer Aided Design pioneer, was ever going to die, this was how Walker figured it would happen. And Gates believed him. Now it’s about to happen again. Amazon Web Services -- the first and still largest public computing cloud -- is 11 years old, which is old enough for there not only to be some clear cloud computing winners (AWS, Microsoft Azure and a bunch of startups) but some obvious losers, too. This rising tide is not raising all ships. That’s why it’s time for the Cloud Computing Tidal Wave.
It was 15 years ago this week that my son Chase Cringely died of Sudden Infant Death Syndrome (SIDS) at age 74 days. I wrote about it at the time and there was a great outpouring of support from readers. Back then, before the advent of social media, parents didn’t get a chance to grieve in print the way Mary Alyce and I did. We shed a light on SIDS and, for a couple years, even led to some progress in combating the condition, which still kills about 4,000 American babies each year.
When you lose a child, especially one who dies in your lap, as Chase did with me, you can just curl up and die yourself or you can try to fix the problem. With the help of readers all over the world I tried and failed to build a practical SIDS warning device with the idea of not curing SIDS, but avoiding it. You see the syndrome only lasts for about 11 months, from age 1 month to one year. And while events such as Chase’s can’t be made not to happen, with proper detection and the simplest of alarms the baby can be literally roused out of death.
Bob Taylor, who far more than Al Gore had a claim to being the Father of the Internet, died from complications of Parkinson’s Disease last Thursday at 85. Though I knew him for 30 years, I can’t say I knew Bob well but we always got along and I think he liked me. Certainly I respected him for being that rarity -- a non-technical person who could inspire and lead technical teams. He was in a way a kinder, gentler Steve Jobs.
Bob’s career seemed to have three phases -- DARPA, XEROX, and DEC -- and three technical eras -- mainframes, local area network (workgroup) computing, and the Internet.
As an observer of the Bitcoin market as long as this original cryptocurrency has existed, it never made much sense to me from an investment perspective. Bitcoin prices were too volatile and the volatility seemed too random. Volatility can be a good thing for traders, mind you, but only if you think you have an idea why the price goes up and down the way it does. Otherwise it is just a good way to lose all your money. But a couple of recent events have changed my view of Bitcoin. I now think I can explain its volatility and predict it well enough for profitable trading. And the best part is that it takes no rocket science at all. Your mother (and mine) can make a living trading Bitcoins.
For those who don’t know, Bitcoin is a stateless currency based on blockchain calculations. There will only ever be 21 million Bitcoins and only 16-odd million of those have so far been "mined." The present value of all mined Bitcoins is around $18 billion, which is amazing if you realize they came from nowhere and have no intrinsic value.
Within minutes of the electrons drying on my last column about the Wikileaks CIA document drop called Vault 7, Julian Assange came out with the novel idea that he and Wikileaks would assist big Internet companies with their technical responses to the obvious threats posed by all these government and third-party security hacks. After all, Wikileaks had so far published only documentation for the hacks, not the source code. There was still time! How noble of Assange and Wikileaks!
OR, Wikileaks has found a new business model. When organized crime offers assistance against a threat they effectively control it’s called a Protection Racket and is against the law pretty much everywhere.
As pretty much anyone already knows, WikiLeaks has dropped a trove of about 8700 secret documents that purport to cover a range of CIA plans and technologies for snooping over the Internet -- everything from cracking encrypted communication products to turning Samsung smart TVs into listening devices against their owners.
Two questions immediately arise: 1) are these documents legit (they appear to be), and; 2) WTF does it mean for people like us, who aren’t spies, public officials, or soldiers of fortune? This latter answer requires a longer explanation but suffice it to say this news is generally not good for anyone, not even for spies unless they have been recently unemployed. But for some companies it will open up significant new business opportunities.
Remember the Fukishima Daiichi nuclear accident following the 2011 earthquake and tsunami in Japan? I wrote about it at the time, here, here, here, here, and here, explaining that the accident was far worse than the public was being told and that it would take many decades -- if ever -- for the site to recover.
Well it’s six years later and, if anything, the Fukushima situation is even worse. Far from being over, the nuclear meltdown is continuing, the public health nightmare increasing. Why aren’t we reading about this everywhere? Trump is so much more interesting, I guess.
Immigration policy and trade protectionism play large roles in the new Administration of President Donald Trump. With the goal of Making America Great Again the new President wants to more tightly control the flow of goods and labor into the USA. Over the last week this has taken the form of an Executive Order limiting travel from seven specific Muslim countries. That order wasn’t well done, wasn’t well explained, has caused lots of angst here and abroad and is at this moment suspended pending litigation.
That order is supposedly about limiting terrorism. It will be shortly followed, we’re told, by further Presidential actions limiting abusive labor imports using, specifically, H-1B visas. This time, depending again on how the actual order is interpreted, it might be the right thing to do, because H-1B visa abuse is a very real thing that has hurt American workers.