Archive for the ‘distribution’ Category

Smoke Signals

Friday, January 28th, 2011

[ Please note that this essay uses some rough language.]

Introduction: The First Billion Seconds

In a few days time, it will be exactly thirty-two years – a bit more than a billion seconds – since I learned to code.  I was lucky enough to attend a high school with its own DEC PDP 11/45, and lucky that it chose to offer computer science courses on a few VT-52 video terminals and a DECWriter attached to it.   My first OS was RSTS/E, and my first programming language was – of course – BASIC.

A hundred million seconds before this, a friend dragged me over to a data center his dad managed, sat me down at a DECWriter, typed ‘startrek’ at the prompt, and it was all over.  The damage had been done.  From that day, all I’ve ever wanted to do is play with computers.

I’ve pretty much been able to keep to that.

Oddly, the only time I didn’t play with computers was at MIT.  After MIT, when I began work as a software engineer, I got to play and get paid for it.  I’ve written code for every major microprocessor family (with the exception of the 6502), all the common microcontrollers, and every OS from CP/M to Android.  I’ve even written a batch-executed RPG II program, typed up on punched cards, exectuted on an IBM 370 mainframe.

(Shudder, shudder.)

At Christmas 1990, I sat down and read a novel published a few years before, by an up-and-coming science fiction writer.  That novel – Neuromancer – changed my life.  It gave me a vision that I would pursue for an entire decade: a three-dimensional, immersive, visualized Internet.  Cyberspace.  I dropped everything, moved myself to San Francisco – epicenter of all work in virtual reality – and founded a startup to design and market an inexpensive immersive videogaming console.  It was hard work, frequently painful, and I managed to pour my life savings into the company before it went belly up.  But I can’t say that any of the other VR companies faired any better.  A few of them still exist, shadows of their former selves, selling specialty products into the industrial market.

These companies failed because each of them – my own among them – coveted the whole prize.  With the eyes of a megalomaniac, each firm was going to ‘rule the world’.  Each did lots of inventing, holding onto every scrap of invention with IP agreements and copyrights and all sorts of patents.  I invented a technology very much similar to that seen in the Wiimote, but fourteen years before the Wiimote was introduced.  It’s all patented.  I don’t own it.  After my company collapsed the patent went through a series of other owners, until eventually I found myself in a lawyer’s office, being deposed, because my patent – the one I didn’t actually own – was involved in a dispute over priority, theft of intellectual property, and other violations.

Lovely.

With the VR industry in ruins, I set about creating my own networked VR protocol, using a parser donated by my friend Tony Parisi, building upon work from a coder over in Switzerland, a bloke by the name of Tim Berners-Lee, who’d published reams and reams of (gulp) Objective-C code, preprocessed into ANSI C, implementing his new Hypertext Transport Protocol.  I took his code, folded it into my own, and rapidly created a browser for three-dimensional scenes attached to Berners-Lee’s new-fangled World Wide Web.

This happened seventeen years ago this week.  Half a billion seconds ago.

When I’d gotten my 3D browser up and running, I was faced with a choice: I could try to hold it tight, screaming ‘Mine! Mine! Mine!’ and struggle for attention, or I could promiscuously share my code with the world.  Being the attention-seeking type that I am, the choice was easy.  After Dave Raggett – the father of HTML – had christened my work ‘VRML’, I published the source code.  A community began to form around the project.  With some help from an eighteen year-old sysadmin at WIRED named Brian Behlendorf, I brought Silicon Graphics to the table, got them to open their own code, and we had a real specification to present at the 2nd International Conference on the World Wide Web.  VRML was off and running, precisely because it was open to all, free to all, available to all.

It took about a billion seconds of living before I grokked the value of open source, the penny-drop moment I realized that a resource shared is a resource squared.  I owe everything that came afterward – my careers as educator, author, and yes, panelist on The New Inventors – to that one insight.  Ever since then, I’ve tried to give away nearly all of my work: ideas, articles, blog posts, audio and video recordings of my talks, slide decks, and, of course, lots of source code.  The more I give away, the richer I become – not just or even necessarily financially.  There are more metrics to wealth than cash in your bank account, and more ways than one to be rich.  Just as there is more than one way to be good, and – oh yeah – more than one way to be evil.

Which brings us to my second penny-drop moment, which came after I’d been programming computers for almost a billion seconds…

I: ZOMFG 574LLm4N W45 r19H7!

Sometimes, the evil we do, we do to ourselves.  For about half a billion seconds between the ages of nineteen and thirty nine, I smoked tobacco, until I realized that anyone who smokes past the age of forty is either a fool or very poorly informed.  So I quit.  It took five years and many, many, many boxes of nicotine chewing gum, but I’m clean.

A few years ago, Harvard researcher Dr. Nicholas Christakis published some interesting insights on how the behavior of smoking spreads.  It’s not the advertising – that’s mostly banned, these days – but because we take cues from our peers.  If our friends start smoking, we ourselves are more likely to start smoking.  There’s a communicative relationship, almost an epidemiological relationship at work here.  This behavior is being transmitted by mimesis – imitation.  We’re the imitating primates, so good at imitating one another that we can master language and math and xkcd.  When we see our friends smoking, we want to smoke.  We want to fit in.  We want to be cool.  That’s what it feels like inside our minds, but really, we just want to imitate.  We see something, and we want to do it.  This explains Jackass.

Mimesis is not restricted to smoking.  Christakis also studied obesity, and found that it showed the same ‘network’ effects.  If you are surrounded by the obese people, chances are greater that you will be obese.  If your peers starts slimming, chances are that you will join them in dieting.  The boundaries of mimesis are broad: we can teach soldiers to kill by immersing them in an environment where everyone learns to kill; we can teach children to read by immersing them in an environment where everyone learns to read; we can stuff our faces with Maccas and watch approvingly as our friends do the same.  We have learned to use mimesis to our advantage, but equally it makes us its slaves.

Recent research has shown something disturbing: divorce spreads via mimesis.  If you divorce, its more likely that your friends will also split up.  Conversely, if your friends separate, it’s more likely that your marriage will dissolve.  Again, this makes sense – you’re observing the behavior of your peers and imitating it, but here it touches the heart, the core of our being.

Booting up into Homo Sapiens Sapiens meant the acquisition of a facility for mimesis as broadly flexible as the one we have for language.  These may even be two views into the same cognitive process.  We can imitate nearly anything, but what we choose to imitate is determined by our network of peers, that set of relationships which we now know as our ‘social graph’.

This is why one needs to choose one’s friends carefully.  They are not just friends, they are epidemiological vectors.  When they sneeze, you will catch a cold.  They are puppet masters, pulling your strings, even if they are blissfully unaware of the power they have over you – or the power that you have over them.

All of this is interesting, but little of it has the shock of the new.  Our mothers told us to exercise caution when selecting our friends.  We all know people who got in with the ‘wrong crowd’, to see their lives ruined as a consequence.  This is common knowledge, and common sense.

But things are different today.  Not because the rules have changed – those seem to be eternal – but because we have extended ourselves so suddenly and so completely.  Our very new digital ‘social networks’ recapitulate the ones between our ears, in one essential aspect – they become channels for communication, channels through which the messages of mimesis can spread.  Viral videos – and ‘viral’ behavior in general – are good examples of this.

Digital social networks are instantaneous, ubiquitous and can be vastly larger than the hundred-and-fifty-or-so limit imposed on our endogenous social networks, the functional bandwidth of the human neocortex.  Just as computers can execute algorithms tens of millions of times faster than we can, digital social networks can inflate to elephantine proportions, connecting us to thousands of others.

Most of us keep our social graphs much smaller; the average number of friends on any given user account on Facebook is around 35.  That’s small enough that it resembles your endogenous social network, so the same qualities of mimesis come into play.  When your connections start talking about a movie or a song or a television series, you’re more to become interested in it.

If this is all happening on Facebook – which it normally is – there is another member of your social graph, there whether you like it or not: Facebook itself.  You choose to build your social graph by connecting to others within Facebook, store your social graph on Facebook’s servers, and communicate within Facebook’s environment.  All of this has been neatly captured, providing an opening for Facebook to do what they will with your social graph.

You have friended Mark Zuckerberg, telling him everything about yourself that you have ever told to any of your friends.  More, actually, because an analysis of your social graph reveals much about you that you might not want to ever reveal to anyone else: your sexual preference and fetishes, your social class, your income level – everything that you might choose to hide is entirely revealed because you need to reveal it in order to make Facebook work.  Because you do not own it.  Because you do not have access to the source code, or the databases.  Because it is closed.

Your social graph is the most important thing you have that can be represented in bits.  With it, I can manipulate you.  I can change your tastes, your attitudes, even your politics.  We now know this is possible – and probably even easy.  But to do this, I need your social graph.  I need you to surrender it to me before I can use it to fuck you over.

We didn’t understand any of this a quarter billion seconds ago, when Friendster went live.  Now we have a very good idea of the potency of the social graph, but we find ourselves almost pathetically addicted to the amplified power of communication provided by Facebook.  We want to quit it, but we just don’t know how.  Just as with tobacco, going cold turkey won’t be easy.

On 28 May 2010, I killed my Facebook profile and signed off once and for all.  There is a cost – I’m missing a lot of the information which exists solely within the walled boundaries of Facebook – but I also breathe a bit easier knowing that I am not quite the puppet I was.  When someone asks why I quit – an explanation which has taken me over a thousand words this morning – they normally just close down the conversation with, “My grandmother is on Facebook.  I have to be there.”

That may be our epitaph.

We are so fucked.  We ended up here because we surrendered our most vital personal details to a closed-source system.  We should have known better.

And that’s only the half of it.

So much has happened in the last eight weeks that we’ve almost forgotten that before all of this disaster and tragedy afflicted Queensland, we were obsessed with another sort of disaster, rolling out in slow-motion, like a car smash from inside the car.  On 29 November 2010, Wikileaks, in conjunction with several well-respected newspapers, began to release the first few of a quarter million cables, written by US State Department officials throughout the world.  The US Government did its best to laugh these off as inconsequential, but one has already led more-or-less directly to a revolution in Tunisia.  We also know that Hilary Clinton has requested credit card numbers and DNA samples for all of the UN ambassadors in New York City, presumably so she can raise up a clone army of diplomats intent on identity theft.  Not a good look.

In early December, as the first cables came to light, and their contents ricocheted through the mediasphere, the US government recognized that it had to act – and act quickly – to staunch the flow of leaks.  The government had some help, because an individual seduced by the United States’ projection of power decided to mount a Distributed Denial of Service attack against the Wikileaks website.  In the name of freedom.  Or liberty.  Or something.

Wikileaks went down, but quickly relocated its servers into Amazon.com’s EC2 cloud.  This lasted until US Senator Joseph Lieberman started making noises.  Wikileaks was quickly turfed out of EC2, with Amazon claiming newly discovered violations of its Terms of Service.  Another ‘discovery’ of a violation followed in fairly short order with Wikileaks’ DNS provider, everyDNS.  For the coup de gras, PayPal had a look at their own terms of service – and, quelle horreur! – found Wikileaks in violation, freezing Wikileaks accounts, which, at that time, must have been fairly overflowing with contributions.

Deprive them of servers, deprive them of name service, deprive them of funds: checkmate.  The Powers That Be must have thought this could dent the forward progress of Wikileaks.  In fact, it only caused the number of copies of the website and associated databases to multiply.  Today, nearly two thousand webservers host mirrors of Wikileaks.  Like striking at a dandelion, attacking it only causes the seed to spread with the winds.

Although Wikileaks successfully resumed its work releasing the cables, the entire incident proved one ugly, mean, nasty point: the Internet is fundamentally not free.  Where we thought we breathed the pure air of free speech and free thought, we instead find ourselves severely caged.  If we do something that upsets our masters too much, they bring the bars down upon us, leaving us no breathing room at all.  That isn’t liberty.  That is slavery.

This isn’t some hypothetical.  This isn’t a paranoid fantasy.  This is what is happening. It will happen again, and again, and again, whenever the State or forces in collusion with the State find themselves threatened.  None of it is secure.  None of it belongs to us.  None of it is free.

This is why we are so truly and wholly fucked.  This is why we must stop and rethink everything we are doing.  This is why we must consider ourselves victims of another kind of disaster, another tragedy, and must equally and bravely confront another kind of rebuilding.  Because if we do not create something new, if we do not restore what is broken, we surrender to the forces of control.

I will not surrender.  I will not serve.

II: Life During Wartime (with A Design Guide for Anarchists)

Like it or not, we find ourselves at war.  It’s not a war we asked for.  It’s not a war we wanted.  But war is upon us, the last great gasp of the forces of control as they realize that when they digitized, in pursuit of greater efficiency, profit, or extensions of their own power, whatever they once held onto became so fluid it now drains away completely.

That’s one enemy, the old enemy, the ones whom history has already ruled irrelevant.  But there’s the other enemy, who seeks to exteriorize the interior, to make privacy difficult and therefore irrelevant.  Without privacy there is no liberty.  Without privacy there is no individuality.  Without privacy there is only the mindless, endless buzzing of the hive.    That’s the new enemy.  Although it announces itself with all of the hyperbole of historical inevitability, this is just PR aimed at extending the monopoly power of these forces.

We need weapons.  Lots of weapons.  I’m not talking about the Low Orbit Ion Cannon.  Rather, I’m recommending a layered defensive strategy, one which allows us to carry on with our business, blithely unmolested by the forces which seek to constrain us.

Here, then, is my ‘Design Guide for Anarchists’:

Design Principle One: Distribute Everything

The recording industry used the courts to shut down Napster because they could.  Napster had a single throat they could get their legal arms around, choking the life out of it.  In a display of natural selection that would have brought a tear to Alfred Russel Wallace’s eye, the selection pressure applied by the recording industry only led to the creation of Gnutella, which, through its inherently distributed architecture, became essentially impossible to eradicate.  The Day of the Darknet had begun.

Break everything upBreak it all down.  When you have these components, make them all independentReplicate them widely.  Allow them to talk to one another.  Allow them to search one another, share with one another, so that together they will create a whole greater than a simple sum of parts.  Then you will never be rid of them, because if one part should be cut down, there will be two others to take its place.

This is an extension of the essential UNIX idea of simple programs which can be piped together to do useful things.  ‘Small pieces, loosely joined.’  But these pieces shouldn’t live within a single process, a single processor, a single computer, or a single subnet.  They must live everywhere they can live, in every compatible environment, so that they can survive any of the catastrophes of war.

Design Principle Two: Transport Independence

The inundation of Brisbane and its surrounding suburbs brought a sudden death to all of its networks: mobile, wired, optic.  All of these networks are centralized, and for that reason they can all be turned off – either by a natural disaster, or at the whim of The Powers That Be.  Just as significantly, they require the intervention of those Powers to reboot them: government and telcos had to work hand-in-hand to bring mobile service back to the worst-affected suburbs.  So long as you are in the good graces of the government, it can be remarkably efficient.  But if you find yourself aligned against your government, or your government is afflicted with corruption, as simple a thing as a dial tone can be almost impossible to manifest.

We have created a centralized communications infrastructure.  Lines feed into trunks, which feed into central offices, which feed into backbones.  This seems the natural order of things, but it is entirely an echo of the commercial requirements of these networks.  In order to bill you, your communications must pass through a point where they can be measured, metered and tariffed.

There is another way.  Years before the Internet came along, we used UUCP and FidoNet to spread mail and news posts throughout a far-flung, only occasionally connected global network of users.  It was slower than we’re used to these days, but no less reliable.  Messages would forward from host to host, until they reached their intended destination.  It all worked if you had a phone line, or an Internet connection, or, well, pretty much anything else.  I presume that a few hardy souls printed out a UUCP transmission on paper tape, physically carried it from one host to another, and fed it through.

A hierarchy is efficient, but the price of that efficiency is vulnerability.  A rhizomatic arrangement of nodes within a mesh is slow, but very nearly invulnerable.  It will survive flood, fire, earthquake and revolution.  To abolish these dangerous hierarchies, we must reconsider everything we believe about ‘the right way’ to get bits from point A to point B.  Every transport must be considered – from point-to-point laser beams to wide-area mesh networks using unlicensed spectrum down to semaphore and smoke signals.  Nothing is too slow, only too unreliable.  If we rely on TCP/IP and HTTP exclusively, we risk everything for the sake of some speed and convenience.  But this is life during wartime, and we must shoulder this burden.

Design Principle Three: Secure Everything

Why would any message traverse a public network in plaintext?  The bulk of our communication occurs in the wide open – between Web browsers and Web servers, email servers and clients, sensors and their recorders.  This is insanity. It is not our job to make things easy to read for ASIO or the National Security Agency or Google or Facebook or anyone else who has some need to know what we’re saying and what we’re thinking.

As a baseline, everything we do, everywhere, must be transmitted with strong encryption.  Until someone perfects a quantum computer, that’s our only line of defense.

We need a security approach that is more comprehensive than this.  The migration to cloud computing – driven by its ubiquity and convenience, and baked into Google’s Chrome OS – deprives us of any ability to secure our own information.  When we use Gmail or Flickr or Windows Live or MobileMe or even Dropbox (which is better than most, as it stores everything encrypted), we surrender our security for a little bit of simplicity.  This is a false trade-off.  These systems are insecure because it benefits those who offer these systems to the public.  There is value in all of that data, so everything is exposed, leaving us exposed.

If you do not know where it lives, if you do not hold the keys to lock it or release it, if it affects to be more pretty than useful (because locks are ugly), turn your back on it, and tell the ones you love – who do not know what you know – to do the same.  Then, go and build systems which are secure, which present nothing but a lock to any prying eyes.

Design Principle Four: Open Everything

I don’t need to offer any detailed explanation for this last point: it is the reason we are here.  If you can’t examine the source code, how can you really trust it?  This is an issue beyond maintainability, beyond the right to fork; this is the essential element that will prevent paranoia.  ‘Transparency is the new objectivity’, and unless any particular program is completely transparent, it is inherently suspect.

Open source has the additional benefit that it can be reused and repurposed; the parts for one defensive weapon can rapidly be adapted to another one, so open source accelerates the responses to new threats, allowing us to stay one step ahead of the forces who are attempting to close all of this down.  There’s a certain irony here: in order to compete effectively with us, those who oppose us will be forced to open their own source, to accelerate their own responses to our responses.  On this point we must win, simply because open source improves selection fitness.

When all four of these design principles are embodied in a work, another design principle emerges: resilienceSomething that is distributed, transport independent, secure and open is very, very difficult to subvert, shut down, or block. It will survive all sorts of disasters.  Including warfare.  It will adapt at lightning speed.  It makes the most of every possible selection advantage.  But nothing is perfect.  Systems engineered to these design principles will be slower than those built purely for efficiency.  The more immediacy you need, the less resilience you get.  Sometimes immediacy will overrule other design principles.  Such trade-offs must be carefully thought through.

Is all of this more work?  Yes.  But then, building an automobile that won’t kill its occupants at speed is a lot more work than slapping four wheels and a gear train on a paper mache box.  We do that work because we don’t want our loved ones hurtling toward their deaths every time they climb behind the wheel.  Freedom ain’t free, and ‘extremism in the defense of liberty is no vice.’

Let me take a few minutes to walk you through the design of my own open-source project, so you can see how these design principles have influenced my own work.

III:  Plexus

When I announced I would quit Facebook, many of my contacts held what can only be described as an ‘electronic wake’ for me, in the middle of my Facebook comment stream.  As if I were about to pass away, and they’d never see me again.  I kept pointing them to my Posterous blog, but they simply ignored the links, telling me how much I’d be missed once I departed.  ‘But why can’t you just come visit me on Posterous?’ I asked.  One contact answered for the lot when he said, ‘That’s too hard, Mark.  With Facebook I can check on everyone at once.  I don’t need to go over there for you, and over here for someone else, and so on and so on.  Facebook makes it easy.’

That’s another epitaph.  Yet it precipitated a penny-drop moment.  The reason Facebook has such lock-in with its users is because of a network effect: as more people join Facebook, its utility value as a human switchboard increases.  It is this access to the social graph which is Facebook’s ‘flypaper’, the reason it is so sticky, and surpassing Google as the most visited site on the Internet.

That social graph is the key thing; it’s what the address book, the rolodex and the contacts database have morphed into, and it forms the foundation for a project that I have named Plexus.  Plexus is a protocol for the social web, ‘plumbing’ that allows all social web components to communicate: from each, according to their ability, to each, according to their need.  Some components of the social web – Facebook comes to mind – are very poor communicators.  Others, like Twitter, have provided every conceivable service to make them easy to talk to.

Plexus provides a ‘meta-API’, based on RFC2822 messaging, so that each service can feed into or be fed by an individual’s social graph.  This social graph, the heart of Plexus, is what we might call the ‘Web2.0 address book’.  It’s not simply a static set of names, addresses, telephone numbers and emails, but, rather, an active set of connections between services, which you can choose to listen to, or to share with.  This is the switchboard, where the real magic takes place, allowing you listen to or be listened to, allowing you to share, or be shared with.

Plexus is agnostic; it can talk to any service, and any service can talk to it.  It is designed to ‘wire everything together’, so that we never have to worry about going hither and yon to manage our social graph, but neither need we be chained in one place.  Plexus gives us as much flexibility as we require.  That’s the vision.

Just after New Year, I had an insight.  I had originally envisioned Plexus as a monolithic set of Python modules.  It became clear that message-passing between the components – using an RFC2822 protocol – would allow me to separate the components, creating a distributed Plexus, parts of which could run anywhere: on a separate process, on a separate subnet, or, really, anywhere.  Furthermore, these messages could easily be encrypted and signed using RSA encryption, creating a strong layer of security.  Finally, these messages could be transmitted by any means necessary: TCP/IP, UUCP, even smoke signals.  And of course, all of it is entirely open.  Because it’s a protocol, the pieces of Plexus can be coded in any language anyone wants to use: Python, Node.js, PHP, Perl, Haskell, Ruby, Java, even shell.  Plexus is an agreement to speak the same language about the things we want to share.

I could go into mind-numbing detail about the internals of Plexus, but I trust those of you who find Plexus intriguing will find me after I leave the stage this morning.  I’m most interested in what you know that could help move this project forward: what pieces already exist that I can rework and adapt for Plexus?  I need your vast knowledge, your insights and your critiques.  Plexus is still coming to life, but a hundred things must go right for it to be a success.  With your aid, that can happen.

When it does – well, let me share one of my favorite quotes, from one of my favorite novels, Illuminatus!, by Robert Shea and Robert Anton Wilson:

The Chinese Taoist laughs at civilization and goes elsewhere.
The Babylonian Chaoist sets termites to the foundations.

Plexus is a white ant set to the imposing foundations of Facebook and every other service which chooses to take the easy path, walling its users in, the better to control them.  There is another way.  When the network outside the walls has a utility value greater than the network within, the forces of natural selection come into play, and those walls quickly tumble.  We saw it with AOL.  We saw it with MSN.  We’ll see it again with Facebook.  We will build the small and loosely-coupled components that individually do very little but altogether add up to something far more useful than anything on offer from any monopolist.

We need to see this happen.  This is not just a game.

Conclusion: The Next Billion Seconds

A billion seconds ago, Linux did not exist.  The personal computer was an expensive toy.  The Internet – well, one of my friends is the sysadmin who got HP onto UUCP – this was before the Internet became pervasive – and he remembers updating his /etc/hosts file weekly – by hand.  Every machine on the Internet could be found within a single file, that could be printed out on two sheets of greenbar.  A billion seconds later, and we’re a few days away from IPocalypse, the total allocation of the IPv4 number space.

Something is going on.

I’m not as teleological as Kevin Kelly.  I do not believe that there is evidence to support a seventh class of life – the technium – which is striving to come into its own.  I don’t consider technology as something in any way separate from us.  Other animals may use tools, but we have gone further, becoming synonymous with them.  Our social instinct for imitation, our language instinct for communication, and our technological instinct for tool using all seem to be reaching new heights.  Each instinct reinforces the others, creating a series of rising feedbacks that has only one possible end: the whole system overloads, overflows all its buffers, and – as you might expect – knocks the supervisor out of the box.

Call this a Singularity, if you like.  I simply refer to it as the next billion seconds.

The epicenter of this transition, where all three streams collide, sits in the palm of our hands, nearly all the time.  The mobile is the most pervasive technology in human history.  People who do not have electricity or indoor plumbing or literacy or agriculture have mobiles.  Perhaps five and a half billion of the planet’s seven billion souls possesses one; that’s everyone who earns more than one dollars a day.  Countless studies shows that individuals with mobiles improve their economic fitness:  they earn more money.  Anything that improves selection fitness – and economic fitness is a big part of that – spreads rapidly, as humans imitate, as humans communicate, as humans take the tool and further it, increasing its utility, amplifying its ability to amplify economic fitness.  The mobile becomes even more useful, more essential, more indispensable.  A billion seconds ago, no one owned a mobile.  Today, nearly everyone does.

Hundreds of billions of dollars are being invested to make the mobile more useful, more pervasive, and more effective.  The engines of capital are reorganizing themselves around it, just as they did, three billion seconds ago, for the automobile, and a billion seconds ago for the integrated circuit.  But unlike the automobile or the IC, the mobile is quintessentially a social technology, a connective fabric for humanity.  The next billion seconds will see this fabric become more tangible and more tightly woven, as it becomes increasingly inconceivable to separate ourselves from those we choose to share our lives with.

Call this a Hive Mind, if you like.  I simply refer to it as the next billion seconds.

This is starting to push beneath our skins the way it has already colonized our attention.  I don’t know that we will literally ‘Borg’ ourselves.  But the strict boundaries between ourselves, our machines, and other humans are becoming blurred to the point of meaninglessness.  Organisms are defined by their boundaries, by what they admit and what they refuse.  In this billion seconds, we are rewriting the definition of homo sapiens sapiens, irrevocably becoming something else.

Do we own that code? Are parts of that new definition closed off from us, fenced in by the ramparts of privilege or power or capital or law?  Will we end up with something foreign inside each of us, a potency unnamed, unobserved, and unavoidable?  Will we be invaded, infected, and controlled?   This is the choice that confronts us in the next billion seconds, a choice made even in its abrogation.  Freedom is not just an ideal.  Liberty is not some utopian dream.  These must form the baseline human experience in our next billion seconds, or all is lost.  We ourselves will be lost.

We have reached the decision point.  Our actions today – here, in this room – define the future we will inhabit, the transhumanity we are emerging into.  We’ve had our playtime, and it’s been good.  We’ve learned a lot, but mostly we’ve learned how to discern right from wrong.  We know what to do: what to build up, and what to tear down.  This transition is painful and bloody and carries with it the danger of complete loss.  But we have no choice.  We are too far down within it to change our ways now.  ‘The way down is the way up.’

Call it a birth, if you like.  It awaits us within the next billion seconds.

The slides for this talk (in OpenOffice.org Impress format) are available here.  They contain strong images.

Blue Skies

Tuesday, May 4th, 2010

I: Cloud People

I want to open this afternoon’s talk with a story about my friend Kate Carruthers.  Kate is a business strategist, currently working at Hyro, over in Surry Hills.  In November, while on a business trip to Far North Queensland, Kate pulled out her American Express credit card to pay for a taxi fare.  Her card was declined.  Kate paid with another card and thought little of it until the next time she tried to use the card – this time to pay for something rather pricier, and more important – and found her card declined once again.

As it turned out, American Express had cut Kate’s credit line in half, but hadn’t bothered to inform her of this until perhaps a day or two before, via post.  So here’s Kate, far away from home, with a crook credit card.  Thank goodness she had another card with her, or it could have been quite a problem.  When she contacted American Express to discuss that credit line change – on a Friday evening – she discovered that this ‘consumer’ company kept banker’s hours in its credit division.  That, for Kate, was the last straw.  She began to post a series of messages to Twitter:

“I can’t believe how rude Amex have been to me; cut credit limit by 50% without notice; declined my card while in QLD even though acct paid”

“since Amex just treated me like total sh*t I just posted a chq for the balance of my account & will close acct on Monday”

“Amex is hardly accepted anywhere anyhow so I hardly use it now & after their recent treatment I’m outta there”

“luckily for me I have more than enough to just pay the sucker out & never use Amex again”

“have both a gold credit card & gold charge card with amex until monday when I plan to close both after their crap behaviour”

One after another, Kate sent this stream of messages out to her Twitter followers.  All of her Twitter followers.  Kate’s been on Twitter for a long time – well over three years – and she’s accumulated a lot of followers.  Currently, she has over 8300 followers, although at the time she had her American Express meltdown, the number was closer to 7500.

Let’s step back and examine this for a moment.  Kate is, in most respects, a perfectly ordinary (though whip-smart) human being.  Yet she now has this ‘cloud’ of connections, all around her, all the time, through Twitter.  These 8300 people are at least vaguely aware of whatever she chooses to share in her tweets.  They care enough to listen, even if they are not always listening very closely.  A smaller number of individuals (perhaps a few hundred, people like me) listen more closely.  Nearly all the time we’re near a computer or a mobile, we keep an eye on Kate.  (Not that she needs it.  She’s thoroughly grown up.  But if she ever got into a spot of trouble or needed a bit of help, we’d be on it immediately.)

This kind of connectivity is unprecedented in human history.  We came from villages where perhaps a hundred of us lived close enough together that there were no secrets.  We moved to cities where the power of numbers gave us all a degree of anonymity, but atomized us into disconnected individuals, lacking the social support of a community.  Now we come full circle.  This is the realization of the ‘Global Village’ that Marshall McLuhan talked about fifty years ago.  At the time McLuhan though of television as a retribalizing force.  It wasn’t.  But Facebook and Twitter and the mobiles each of us carry with us during all our waking hours?  These are the new retribalizing forces, because they keep us continuously connected with one another, allowing us to manage connections in every-greater numbers.

Anything Kate says, no matter how mundane, is now widely known.  But it’s more than that.  Twitter is text, but it is also links that can point to images, or videos, or songs, or whatever you can digitize and upload to the Web.  Kate need simply drop a URL into a tweet and suddenly nearly ten thousand people are aware of it.  If they like it, they will send it along (‘re-tweet’ is the technical term), and it will spread out quickly, like waves on a pond.

But Twitter isn’t a one-way street.  Kate is ‘following’ 7250 individuals; that is, she’s receiving tweets from them.  That sounds like a nearly impossible task: how can you pay attention to what that many people have to say?  It’d be like trying to listen to every conversation at Central Station (or Flinders Street Station) at peak hour.  Madness.  And yet, it is possible.  Tools have been created that allow you to keep a pulse on the madness, to stick a toe into the raging torrent of commentary.

Why would you want to do this?  It’s not something that you need to do (or even want to do) all the time, but there are particular moments – crisis times – when Twitter becomes something else altogether.  After an earthquake or other great natural disaster, after some pivotal (or trivial) political event, after some stunning discovery.  The 5650 people I follow are my connection to all of that.  My connection is broad enough that someone, somewhere in my network is nearly always nearly the first to know something, among the first to share what they know.  Which means that I too, if I am paying attention, am among the first to know.

Businesses have been built on this kind of access.  An entire sector of the financial services industry, from DowJones to Bloomberg, has thrived because it provides subscribers with information before others have it – information that can be used on a trading floor.  This kind of information freely comes to the very well-connected.  This kind of information can be put to work to make you more successful as an individual, in your business, or in whatever hobbies you might pursue.  And it’s always there.  All you need do is plug into it.

When you do plug into it, once you’ve gotten over the initial confusion, and you’ve dedicated the proper time and tending to your network, so that it grows organically and enthusiastically, you will find yourself with something amazingly flexible and powerful.  Case in point: in December I found myself in Canberra for a few days.  Where to eat dinner in a town that shuts down at 5 pm?  I asked Twitter, and forty-five minutes later I was enjoying some of the best seafood laksa I’ve had in Australia.  A few days later, in the Barossa, I asked Twitter which wineries I should visit – and the top five recommendations were very good indeed.  These may seem like trivial instances – though they’re the difference between a good holiday and a lackluster one – but what they demonstrate is that Twitter has allowed me to plug into all of the expertise of all of the thousands of people I am connected to.  Human brainpower, multiplied by 5650 makes me smarter, faster, and much, much more effective.  Why would I want to live any other way?  Twitter can be inane, it can be annoying, it can be profane and confusing and chaotic, but I can’t imagine life without it, just as I can’t imagine life without the Web or without my mobile.  The idea that I am continuously connected and listening to a vast number of other people – even as they listen to me – has gone from shocking to comfortable in just over three years.

Kate and I are just the leading edge.  Where we have gone, all of the rest of you will soon follow.  We are all building up our networks, one person at a time.  A child born in 2010 will spend their lifetime building up a social network.  They’ll never lose track of any individual they meet and establish a connection with.  That connection will persist unless purposely destroyed.  Think of the number of people you meet throughout your lives, who you establish some connection with, even if only for a few hours.  That number would easily reach into the thousands for every one of us.  Kate and I are not freaks, we’re simply using the bleeding edge of a technology that will be almost invisible and not really worth mentioning by 2020.

All of this means that the network is even more alluring than it was a few years ago, and will become ever more alluring with the explosive growth in social networks.  We are just at the beginning of learning how to use these new social networks.  First we kept track of friends and family.  Then we moved on to business associates.  Now we’re using them to learn, to train ourselves and train others, to explore, to explain, to help and to ask for help.  They are becoming a new social fabric which will knit us together into an unfamiliar closeness.  This is already creating some interesting frictions for us.  We like being connected, but we also treasure the moments when we disconnect, when we can’t be reached, when our time and our thoughts are our own.  We preach focus to our children, but find our time and attention increasing divided by devices that demand service: email, Web, phone calls, texts, Twitter, Facebook, all of it brand new, and all of it seemingly so important that if we ignore any of them we immediately feel the cost.  I love getting away from it all.  I hate the backlog of email that greets me when I return.  Connecting comes with a cost.  But it’s becoming increasingly impossible to imagine life without it.

II: Eyjafjallajökull

I recently read a most interesting blog postChase Saunders, a software architect and entrepreneur in Maine (not too far from where I was born) had a bit of a brainwave and decided to share it with the rest of the world.  But you may not like it.  Saunders begins with: “For me to get really mad at a company, it takes more than a lousy product or service: it’s the powerlessness I feel when customer service won’t even try to make things right.  This happens to me about once a year.”  Given the number of businesses we all interact with in any given year – both as consumers and as client businesses – this figure is far from unusual.  There will be times when we get poor value for money, or poor service, or a poor response time, or what have you.  The world is a cruel place.  It’s what happens after that cruelty which is important: how does the business deal with an upset customer?  If they fail the upset customer, that’s when problems can really get out of control.

In times past, an upset customer could cancel their account, taking their business elsewhere.  Bad, but recoverable.  These days, however, customers have more capability, precisely because of their connectivity.  And this is where things start to go decidedly pear-shaped.  Saunders gets to the core of his idea:

Let’s say you buy a defective part from ACME Widgets, Inc. and they refuse to refund or replace it.  You’re mad, and you want the world to know about this awful widget.  So you pop over to AdRevenge and you pay them a small amount. Say $3.  If the company is handing out bad widgets, maybe some other people have already done this… we’ll suppose that before you got there, one guy donated $1 and another lady also donated $1.  So now we have 3 people who have paid a total of $5 to warn other potential customers about this sketchy company…the 3 vengeful donations will go to the purchase of negative search engine advertising.  The ads are automatically booked and purchased by the website…

And there it is.  Your customers – your angry customers – have found an effective way to band together and warn every other potential customer just how badly you suck, and will do it every time your name gets typed into a search engine box.  And they’ll do it whether or not their complaints are justified.  In fact, your competitors could even game the system, stuffing it up with lots of false complaints.  It will quickly become complete, ugly chaos.

You’re probably all donning your legal hats, and thinking about words like ‘libel’ and ‘defamation’.  Put all of that out of your mind.  The Internet is extraterritorial, it and effectively ungovernable, despite all of the neat attempts of governments from China to Iran to Australia to stuff it back into some sort of box.  Ban AdRevenge somewhere, it pops up somewhere else – just as long as there’s a demand for it.  Other countries – perhaps Iceland or Sweden, and certainly the United States – don’t have the same libel laws as Australia, yet their bits freely enter the nation over the Internet.  There is no way to stop AdRevenge or something very much like AdRevenge from happening.  No way at all.  Resign yourself to this, and embrace it, because until you do you won’t be able to move on, into a new type of relationship with your customers.

Which brings us back to our beginning, and a very angry Kate Carruthers.  Here she is, on a Friday night in Far North Queensland, spilling quite a bit of bile out onto Twitter.  Everyone one of the 7500 people who read her tweets will bear her experience in mind the next time they decide whether they will do any business with American Express.  This is damage, probably great damage to the reputation of American Express, damage that could have been avoided, or at least remediated before Kate ‘went nuclear’.

But where was American Express when all of this was going on?  While Kate expressed her extreme dissatisfaction with American Express, its own marketing arm was busily cooking up a scheme to harness Twitter.  It’s Open Forum Pulse website shows you tweets from small businesses around the world.  Ironic, isn’t it? American Express builds a website to show us what others are saying on Twitter, all the while ignoring about what’s being said about it.  So the fire rages, uncontrolled, while American Express fiddles.

There are other examples.  On Twitter, one of my friends lauded the new VAustralia Premium Economy service to the skies, while VAustralia ran some silly marketing campaign that had four blokes sending three thousand tweets over two days in Los Angeles.  Sure, I want to tune into that stream of dreck and drivel.  That’s exactly what I’m looking for in the age of information overload: more crap.

This is it, the fundamental disconnect, the very heart of the matter.  We all need to do a whole lot less talking, and a whole lot more listening.  That’s true for each of us as individuals: we’re so well-connected now that by the time we do grow into a few thousand connections we’d be wiser listening than speaking, most of the time.  But this is particularly true for businesses, which make their living dealing with customers.  The relationship between businesses and their customers has historically been characterized by a ‘throw it over the wall’ attitude.  There is no wall, anywhere.  The customer is sitting right beside you, with a megaphone pointed squarely into your ear.

If we were military planners, we’d call this ‘asymmetric warfare’.  Instead, we should just give it the name it rightfully deserves: 21st-century business.  It’s a battlefield out there, but if you come prepared for a 20th-century conflict – massive armies and big guns – you’ll be overrun by the fleet-footed and omnipresent guerilla warfare your customers will wage against you – if you don’t listen to them.  Like volcanic ash, it may not present a solid wall to prevent your progress.  But it will jam up your engines, and stop you from getting off the ground.

Listening is not a job.  There will be no ‘Chief Listening Officer’, charged with keeping their ear down to the ground, wondering if the natives are becoming restless, ready to sound the alarm when a situation threatens to go nuclear.  There is simply too much to listen to, happening everywhere, all at once.  Any single point which presumed to do the listening for an entire organization – whether an individual or a department – will simply be overwhelmed, drowning in the flow of data.  Listening is not a job: it is an attitude.  Every employee from the most recently hired through to the Chief Executive must learn to listen.  Listen to what is being said internally (therein lies the path to true business success) and learn to listen to what others, outside the boundaries of the organization, are saying about you.

Employees already regularly check into their various social networks.  Right now we think of that as ‘slacking off’, not something that we classify as work.  But if we stretch the definition just a bit, and begin to recognize that the organization we work for is, itself, part of our social network, things become clearer.  Someone can legitimately spend time on Facebook, looking for and responding to issues as they arise.  Someone can be plugged into Twitter, giving it continuous partial attention all day long, monitoring and soothing customer relationships.  And not just someone.  Everyone.  This is a shared responsibility.  Working for the organization means being involved with and connected to the organization’s customers, past, present and future.  Without that connection, problems will inevitably arise, will inevitably amplify, will inevitably result in ‘nuclear events’.  Any organization (or government, or religion) can only withstand so many nuclear events before it begins to disintegrate.  So this isn’t a matter of choice.  This is a basic defensive posture.  An insurance policy, of sorts, protecting you against those you have no choice but to do business with.

Yet this is not all about defense.  Listening creates opportunity.  I get some of my best ideas – such as that AdRevenge article – because I am constantly listening to others’ good ideas.  Your customers might grumble, but they also praise you for a job well done.  That positive relationship should be honored – and reinforced.  As you reinforce the positive, you create a virtuous cycle of interactions which becomes terrifically difficult to disrupt.  When that’s gone on long enough, and broadly enough, you have effectively raised up your own army – in the post-modern, guerilla sense of the word – who will go out there and fight for you and your brand when the haters and trolls and chaos-makers bear down upon you.  These people are connected to you, and will connect to one another because of the passion they share around your products and your business.  This is another network, an important network, an offensive network, and you need both defensive and offensive strategies to succeed on this playing field.

Just as we as individuals are growing into hyperconnectivity, so our businesses must inevitably follow.  Hyperconnected individuals working with disconnected businesses is a perfect recipe for confusion and disaster.  Like must meet with like before the real business of the 21st-century can begin.

III: Services With a Smile

Moving from the abstract to the concrete, let’s consider the types of products and services required in our densely hyperconnected world.  First and foremost, we are growing into a pressing, almost fanatical need for continuous connectivity.  Wherever we are – even in airplanes – we must be connected.  The quality of that connection – its speed, reliability, and cost – are important co-factors to consider, and it is not always the cheapest connection which serves the customer best.  I pay a premium for my broadband connection because I can send the CEO of my ISP a text any time my link goes down – and my trouble tickets are sorted very rapidly!  Conversely, I went with a lower-cost carrier for my mobile service, and I am paying the price, with missed calls, failed data connections, and crashes on my iPhone.

As connectivity becomes more important, reliability crowds out other factors.  You can offer a premium quality service at a premium price and people will adopt it, for the same reason they will pay more for a reliable car, or for electricity from a reliable supplier, or for food that they’re sure will be wholesome.  Connectivity has become too vital to threaten.  This means there’s room for healthy competition, as providers offer different levels of service at different price points, competing on quality, so that everyone gets the level of service they can afford.  But uptime always will be paramount.

What service, exactly is on offer?  Connectivity comes in at least two flavors: mobile and broadband.  These are not mutually exclusive.  When we’re stationary we use broadband; when we’re in motion we use mobile services.  The transition between these two networks should be invisible and seamless as possible – as pioneered by Apple’s iPhone.

At home, in the office, at the café or library, in fact, in almost any structure, customers should have access to wireless broadband.  This is one area where Australia noticeably trails the rest of the world.  The tariff structure for Internet traffic has led Australians to be unusually conservative with their bits, because there is a specific cost incurred for each bit sent or received.  While this means that ISPs should always have the funding to build out their networks to handle increases in capacity, it has also meant that users protect their networks from use in order to keep costs down.  This fundamental dilemma has subjected wireless broadband in Australia to a subtle strangulation.  We do not have the ubiquitous free wireless access that many other countries – in particular, the United States – have on offer, and this consequently alters our imagination of the possibilities for ubiquitous networking.

Tariffs are now low enough that customers ought to be encouraged to offer wireless networking to the broader public.  There are some security concerns that need to be addressed to make this safe for all parties, but these are easily dealt with.  There is no fundamental barrier to pervasive wireless broadband.  It does not compete with mobile data services.  Rather, as wireless broadband becomes more ubiquitous, people come to rely on continuous connectivity ever more.  Mobile data demand will grow in lockstep as more wireless broadband is offered.  Investment in wireless broadband is the best way to ensure that mobile data services continue to grow.

Mobile data services are best characterized principally by speed and availability.  Beyond a certain point – perhaps a megabit per second – speed is not an overwhelming lure on a mobile handset.  It’s nice but not necessary.  At that point, it’s much more about provisioning: how will my carrier handle peak hour in Flinders Street Station (or Central Station)?  Will my calls drop?  Will I be able to access my cloud-based calendar so that I can grab a map and a phone number to make dinner reservations?  If a customer finds themselves continually frustrated in these activities, one of two things will happen: either the mobile will go back into the pocket, more or less permanently, or the customer will change carriers.  Since the customer’s family, friends and business associates will not be putting their own mobiles back into their pockets, it is unlikely that any customer will do so for any length of time, irrespective of the quality of their mobile service.  If the carrier will not provision, the customers must go elsewhere.

Provisioning is expensive.  But it is also the only sure way to retain your customers.  A customer will put up with poor customer service if they know they have reliable service.  A customer will put up with a higher monthly spend if they have a service they know they can depend upon in all circumstances.  And a customer will quickly leave a carrier who can not be relied upon.  I’ve learned that lesson myself.  Expect it to be repeated, millions of times over, in the years to come, as carriers, regrettably and avoidably, find that their provisioning is inadequate to support their customers.

Wireless is wonderful, and we think of it as a maintenance-free technology, at least from the customer’s point of view.  Yet this is rarely so.  Last month I listened to a talk by Genevieve Bell, Intel Fellow and Lead Anthropologist at the chipmaker.  Her job is to spend time in the field – across Europe and the developing world – observing  how people really use technology when it escapes into the wild.  Several years ago she spent some time in Singapore, studying how pervasive wireless broadband works in the dense urban landscape of the city-state.  In any of Singapore’s apartment towers – which are everywhere – nearly everyone has access to very high speed wired broadband (perhaps 50 megabits per second) – which is then connected to a wireless router to distribute the broadband throughout the apartment.  But wireless is no great respecter of walls.  Even in my own flat in Surry Hills I can see nine wireless networks from my laptop, including my own.  In a Singapore tower block, the number is probably nearer to twenty or thirty.

Genevieve visited a family who had recently purchased a wireless printer.  They were dissatisfied with it, pronouncing it ‘possessed’.  What do you mean? she inquired.  Well, they explained, it doesn’t print what they tell it to print.  But it does print other things.  Things they never asked for.  The family called for a grandfather to come over and practice his arts of feng shui, hoping to rid the printer of its evil spirits.  The printer, now repositioned to a more auspicious spot, still misbehaved.  A few days later, a knock came on the door.  Outside stood a neighbor, a sheaf of paper in his hands, saying, “I believe these are yours…?”

The neighbor had also recently purchased a wireless printer, and it seems that these two printers had automatically registered themselves on each other’s networks.  Automatic configuration makes wireless networks a pleasure to use, but it also makes for botched configurations and flaky communication.  Most of this is so far outside the skill set of the average consumer that these problems will never be properly remedied.  The customer might make a support call, and maybe – just maybe the problem will be solved.  Or, the problem will persist, and the customer will simply give up.  Even with a support call, wireless networks are often so complex that the problem can’t be wholly solved.

As wireless networks grow more pervasive, Genevieve Bell recommends that providers offer a high-quality hand-holding and diagnostic service to their customers.  They need to offer a ‘tune up’ service that will travel to the customer once a year to make sure everything is running well.  Consumers need to be educated that wireless networks do not come for free.  Like anything else, they require maintenance, and the consumer should come to expect that it will cost them something, every year, to keep it all up and running.  In this, a wireless network is no different than a swimming pool or a lawn.  There is a future for this kind of service: if you don’t offer it, your competitors soon will.

Finally, let me close with what the world looks like when all of these services are working perfectly.  Lately, I’ve become a big fan of Foursquare, a ‘location-based social network’.  Using the GPS on my iPhone, Foursquare allows me to ‘check in’ when I go to a restaurant, a store, or almost anywhere else.  Once I’ve checked in, I can make a recommendation – a ‘tip’ in Foursquare lingo – or simply look through the tips provided by those who have been there before me.  This list of tips is quickly growing longer, more substantial, and more useful.  I can walk into a bar that I’ve never been to before and know exactly which cocktail I want to order.  I know which table at the restaurant offers the quietest corner for a romantic date.  I know which salesperson to talk to for a good deal on that mobile handset.  And so on.  I have immediate and continuous information in depth, and I put that information to work, right now, to make my life better.

The world of hyperconnectivity isn’t some hypothetical place we’ll never see.  We are living in it now.  The seeds of the future are planted in the present.  But the shape of the future is determined by our actions today.  It is possible to blunt and slow Australia’s progress into this world with bad decisions and bad services.  But it is also possible to thrust the nation into global leadership if we can embrace the inevitable trend toward hyperconnectivity, and harness it.  It has already transformed our lives.  It will transform our businesses, our schools, and our government.  You are the carriers of that change.  Your actions will bring this new world into being.

What Ever Happened to the Book?

Friday, April 16th, 2010

For Ted Nelson

I: Centrifugal Force

We live in the age of networks.  Wherever we are, five billion of us are continuously and ubiquitously connected.  That’s everyone over the age of twelve who earns more than about two dollars a day.  The network has us all plugged into it.  Yet this is only the more recent, and more explicit network.  Networks are far older than this most modern incarnation; they are the foundation of how we think.  That’s true at the most concrete level: our nervous system is a vast neural network.  It’s also true at a more abstract level: our thinking is a network of connections and associations.  This is necessarily reflected in the way we write.

I became aware of this connectedness of our thoughts as I read Ted Nelson’s Literary Machines back in 1982.  Perhaps the seminal introduction to hypertext, Literary Machines opens with the basic assertion that all texts are hypertexts.  Like it or not, we implicitly reference other texts with every word we write.  It’s been like this since we learned to write – earlier, really, because we all crib from one another’s spoken thoughts.  It’s the secret to our success.  Nelson wanted to build a system that would make these implicit relationships explicit, exposing all the hidden references, making text-as-hypertext a self-evident truth.  He never got it.  But Nelson did influence a generation of hackersSir Tim Berners-Lee among them – and pushed them toward the implementation of hypertext.

As the universal hypertext system of HTTP and HTML conquered all, hypertext revealed qualities as a medium which had hitherto been unsuspected.  While the great strength of hypertext is its capability for non-linearity – you can depart from the text at any point – no one had reckoned on the force (really, a type of seduction) of those points of departure.  Each link presents an opportunity for exploration, and is, in a very palpable sense, similar to the ringing of a telephone.  Do we answer?  Do we click and follow?  A link is pregnant with meaning, and passing a link by necessarily incurs an opportunity cost.  The linear text is constantly weighed down with a secondary, ‘centrifugal’ force, trying to tear the reader away from the inertia of the text, and on into another space.  The more heavily linked a particular hypertext document is, the greater this pressure.

Consider two different documents that might be served up in a Web browser.  One of them is an article from the New York Times Magazine.  It is long – perhaps ten thousand words – and has, over all of its length, just a handful of links.  Many of these links point back to other New York Times articles.  This article stands alone.  It is a hyperdocument, but it has not embraced the capabilities of the medium.  It has not been seduced.  It is a spinster, of sorts, confident in its purity and haughty in its isolation.  This article is hardly alone.  Nearly all articles I could point to from any professional news source portray the same characteristics of separateness and resistance to connect with the medium they employ.  We all know why this is: there is a financial pressure to keep eyes within the website, because attention has been monetized.  Every link presents an escape route, and a potential loss of income.  Hence, links are kept to a minimum, the losses staunched.  Disappointingly, this has become a model for many other hyperdocuments, even where financial considerations do not conflict with the essential nature of the medium.  The tone has been set.

On the other hand, consider an average article in Wikipedia.  It could be short or long – though only a handful reach ten thousand words – but it will absolutely be sprinkled liberally with links.  Many of these links will point back into Wikipedia, allowing someone to learn the meaning of a term they’re unfamiliar with, or explore some tangential bit of knowledge, but there also will be plenty of links that face out, into the rest of the Web.  This is a hyperdocument which has embraced the nature of medium, which is not afraid of luring readers away under the pressure of linkage.  Wikipedia is a non-profit organization which does not accept advertising and does not monetize attention.  Without this competition of intentions, Wikipedia is itself an example of another variety of purity, the pure expression of the tension between the momentum of the text and centrifugal force of hypertext.

Although commercial hyperdocuments try to fence themselves off from the rest of the Web and the lure of its links, they are never totally immune from its persistent tug.  Just because you have landed somewhere that has a paucity of links doesn’t constrain your ability to move non-linearly.  If nothing else, the browser’s ‘Back’ button continually offers that opportunity, as do all of your bookmarks, the links that lately arrived in email from friends or family or colleagues, even an advertisement proffered by the site.  In its drive to monetize attention, the commercial site must contend with the centrifugal force of its own ads.  In order to be situated within a hypertext environment, a hyperdocument must accept the reality of centrifugal force, even as it tries, ever more cleverly, to resist it.  This is the fundamental tension of all hypertext, but here heightened and amplified because it is resisted and forbidden.  It is a source of rising tension, as the Web-beyond-the-borders becomes ever more comprehensive, meaningful and alluring, while the hyperdocument multiplies its attempts to ensnare, seduce, and retain.

This rising tension has had a consequential impact on the hyperdocument, and, more broadly, on an entire class of documents.  It is most obvious in the way we now absorb news.  Fifteen years ago, we spread out the newspaper for a leisurely read, moving from article to article, generally following the flow of the sections of the newspaper.  Today, we click in, read a bit, go back, click in again, read some more, go back, go somewhere else, click in, read a bit, open an email, click in, read a bit, click forward, and so on.  We allow ourselves to be picked up and carried along by the centrifugal force of the links; with no particular plan in mind – except perhaps to leave ourselves better informed – we flow with the current, floating down a channel which is shaped by the links we encounter along the way.  The newspaper is no longer a coherent experience; it is an assemblage of discrete articles, each of which has no relation to the greater whole.  Our behavior reflects this: most of us already gather our news from a selection of sources (NY Times, BBC, Sydney Morning Herald and Guardian UK in my case), or even from an aggregator such as Google News, which completely abstracts the article content from its newspaper ‘vehicle’.

The newspaper as we have known it has been shredded.  This is not the fault of Google or any other mechanical process, but rather is a natural if unforeseen consequence of the nature of hypertext.  We are the ones who feel the lure of the link; no machine can do that.  Newspapers made the brave decision to situate themselves as islands within a sea of hypertext.  Though they might believe themselves singular, they are not the only islands in the sea.  And we all have boats.  That was bad enough, but the islands themselves are dissolving, leaving nothing behind but metaphorical clots of dirt in murky water.

The lure of the link has a two-fold effect on our behavior.  With its centrifugal force, it is constantly pulling us away from wherever we are.  It also presents us with an opportunity cost.  When we load that 10,000-word essay from the New York Times Magazine into our browser window, we’re making a conscious decision to dedicate time and effort to digesting that article. That’s a big commitment.  If we’re lucky – if there are no emergencies or calls on the mobile or other interruptions – we’ll finish it.  Otherwise, it might stay open in a browser tab for days, silently pleading for completion or closure. Every time we come across something substantial, something lengthy and dense, we run an internal calculation: Do I have time for this?  Does my need and interest outweigh all of the other demands upon my attention?  Can I focus?

In most circumstances, we will decline the challenge.  Whatever it is, it is not salient enough, not alluring enough.  It is not so much that we fear commitment as we feel the pressing weight of our other commitments.  We have other places to spend our limited attention.  This calculation and decision has recently been codified into an acronym: “tl;dr”, for “too long; didn’t read”.  It may be weighty and important and meaningful, but hey, I’ve got to get caught up on my Twitter feed and my blogs.

The emergence of the ‘tl;dr’ phenomenon – which all of us practice without naming it – has led public intellectuals to decry the ever-shortening attention span.  Attention spans are not shortening: ten year-olds will still drop everything to read a nine-hundred page fantasy novel for eight days.   Instead, attention has entered an era of hypercompetitive development.  Twenty years ago only a few media clamored for our attention.  Now, everything from video games to chatroulette to real-time Twitter feeds to text messages demand our attention.  Absence from any one of them comes with a cost, and that burden weighs upon us, subtly but continuously, all figuring into the calculation we make when we decide to go all in or hold back.

The most obvious effect of this hypercompetitive development of attention is the shortening of the text.  Under the tyranny of ‘tl;dr’ three hundred words seems just about the right length: long enough to make a point, but not so long as to invoke any fear of commitment.  More and more, our diet of text comes in these ‘bite-sized’ chunks.  Again, public intellectuals have predicted that this will lead to a dumbing-down of culture, as we lose the depth in everything.  The truth is more complex.  Our diet will continue to consist of a mixture of short and long-form texts.  In truth, we do more reading today than ten years ago, precisely because so much information is being presented to us in short form.  It is digestible.  But it need not be vacuous.  Countless specialty blogs deliver highly-concentrated texts to audiences who need no introduction to the subject material.  They always reference their sources, so that if you want to dive in and read the lengthy source work, you are free to commit.  Here, the phenomenon of ‘tl;dr’ reveals its Achilles’ Heel:  shorter the text, the less invested you are.  You give way more easily to centrifugal force.  You are more likely to navigate away.

There is a cost incurred both for substance and the lack thereof.  Such are the dilemmas of hypertext.

II:  Schwarzschild Radius

It appears inarguable that 2010 is the Year of the Electronic Book.  The stars have finally aligned: there is a critical mass of usable, well-designed technology, broad acceptance (even anticipation) within the public, and an agreement among publishers that revenue models do exist. Amazon and its Kindle (and various software simulators for PCs and smartphones) have proven the existence of a market.  Apple’s recently-released iPad is quintessentially a vehicle for iBooks, its own bookstore-and-book-reader package.  Within a few years, tens of millions of both devices, their clones and close copies will be in the hands of readers throughout the world.  The electronic book is an inevitability.

At this point a question needs to be asked: what’s so electronic about an electronic book?  If I open the Stanza application on my iPhone, and begin reading George Orwell’s Nineteen Eighty-Four, I am presented with something that looks utterly familiar.  Too familiar.  This is not an electronic book.  This is ‘publishing in light’.  I believe it essential that we discriminate between the two, because the same commercial forces which have driven links from online newspapers and magazines will strip the term ‘electronic book’ of all of its meaning.  An electronic book is not simply a one-for-one translation of a typeset text into UTF-8 characters.  It doesn’t even necessarily begin with that translation.  Instead, first consider the text qua text.  What is it?  Who is it speaking to?  What is it speaking about?

These questions are important – essential – if we want to avoid turning living typeset texts into dead texts published in light.  That act of murder would give us less than we had before, because the published in light texts essentially disavow the medium within which they are situated.  They are less useful than typeset texts, purposely stripped of their utility to be shoehorned into a new medium.  This serves the economic purposes of publishers – interested in maximizing revenue while minimizing costs – but does nothing for the reader.  Nor does it make the electronic book an intrinsically alluring object.  That’s an interesting point to consider, because hypertext is intrinsically alluring.  The reason for the phenomenal, all-encompassing growth of the Web from 1994 through 2000 was because it seduced everyone who has any relationship to the text.  If an electronic book does not offer a new relationship to the text, then what precisely is the point?  Portability?  Ubiquity?  These are nice features, to be sure, but they are not, in themselves, overwhelmingly alluring.  This is the visible difference between a book that has been printed in light and an electronic book: the electronic book offers a qualitatively different experience of the text, one which is impossibly alluring.  At its most obvious level, it is the difference between Encyclopedia Britannica and Wikipedia.

Publishers will resist the allure of the electronic book, seeing no reason to change what they do simply to satisfy the demands of a new medium.  But then, we know that monks did not alter the practices within the scriptorium until printed texts had become ubiquitous throughout Europe.  Today’s publishers face a similar obsolescence; unless they adapt their publishing techniques appropriately, they will rapidly be replaced by publishers who choose to embrace the electronic book as a medium,.  For the next five years we will exist in an interregnum, as books published in light make way for true electronic books.

What does the electronic book look like?  Does it differ at all from the hyperdocuments we are familiar with today?  In fifteen years of design experimentation, we’ve learned a lot of ways to present, abstract and play with text.  All of these are immediately applicable to the electronic book.  The electronic book should represent the best of 2010 has to offer and move forward from that point into regions unexplored.  The printed volume took nearly fifty years to evolve into its familiar hand-sized editions.  Before that, the form of the manuscript volume – chained to a desk or placed upon an altar – dictated the size of the book.  We shouldn’t try to constrain our idea of what an electronic book can be based upon what the book has been.  Over the next few years, our innovations will surprise us.  We won’t really know what the electronic book looks like until we’ve had plenty of time to play with them.

The electronic book will not be immune from the centrifugal force which is inherent to the medium.  Every link, every opportunity to depart from the linear inertia of the text, presents the same tension as within any other hyperdocument.  Yet we come to books with a sense of commitment.  We want to finish them.  But what, exactly do we want to finish?  The electronic book must necessarily reveal the interconnectedness of all ideas, of all writings – just as the Web does.  So does an electronic book have a beginning and an end?  Or is it simply a densely clustered set of texts with a well-defined path traversing them?  From the vantage point of 2010 this may seem like a faintly ridiculous question.  I doubt that will be the case in 2020, when perhaps half of our new books are electronic books.  The more that the electronic book yields itself to the medium which constitutes it, the more useful it becomes – and the less like a book.  There is no way that the electronic book can remain apart, indifferent and pure.  It will become a hybrid, fluid thing, without clear beginnings or endings, but rather with a concentration of significance and meaning that rises and falls depending on the needs and intent of the reader.  More of a gradient than a boundary.

It remains unclear how any such construction can constitute an economically successful entity.  Ted Nelson’s “Project Xanadu” anticipated this chaos thirty-five years ago, and provided a solution: ‘transclusion’, which allows hyperdocuments to be referenced and enclosed within other hyperdocuments, ensuring the proper preservation of copyright throughout the hypertext universe.  The Web provides no such mechanism, and although it is possible that one could be hacked into our current models, it seems very unlikely that this will happen.  This is the intuitive fear of the commercial publishers: they see their market dissolving as the sharp edges disappear.  Hence, they tightly grasp their publications and copyrights, publishing in light because it at least presents no slippery slope into financial catastrophe.

We come now to a line which we need to cross very carefully and very consciously, the ‘Schwarzschild Radius’ of electronic books.  (For those not familiar with astrophysics, the Schwarzschild Radius is the boundary to a black hole.  Once you’re on the wrong side you’re doomed to fall all the way in.)  On one side – our side – things look much as they do today.  Books are published in light, the economic model is preserved, and readers enjoy a digital experience which is a facsimile of the physical.  On the other side, electronic books rapidly become almost completely unrecognizable.  It’s not just the financial model which disintegrates.  As everything becomes more densely electrified, more subject to the centrifugal force of the medium, and as we become more familiar with the medium itself, everything begins to deform.  The text, linear for tens or hundreds of thousands of words, fragments into convenient chunks, the shortest of which looks more like a tweet than a paragraph, the longest of which only occasionally runs for more than a thousand words.  Each of these fragments points directly at its antecedent and descendant, or rather at its antecedents and descendants, because it is quite likely that there is more than one of each, simply because there can be more than one of each.  The primacy of the single narrative can not withstand the centrifugal force of the medium, any more than the newspaper or the magazine could.  Texts will present themselves as intense multiplicity, something that is neither a branching narrative nor a straight line, but which possesses elements of both.  This will completely confound our expectations of linearity in the text.

We are today quite used to discontinuous leaps in our texts, though we have not mastered how to maintain our place as we branch ever outward, a fault more of our nervous systems than our browsers.  We have a finite ability to track and backtrack; even with the support of the infinitely patient and infinitely impressionable computer, we lose our way, become distracted, or simply move on.  This is the greatest threat to the book, that it simply expands beyond our ability to focus upon it.  Our consciousness can entertain a universe of thought, but it can not entertain the entire universe at once.  Yet our electronic books, as they thread together and merge within the greater sea of hyperdocuments, will become one with the universe of human thought, eventually becoming inseparable from it.  With no beginning and no ending, just a series of ‘and-and-and’, as the various nodes, strung together by need or desire, assemble upon demand, the entire notion of a book as something discrete, and for that reason, significant, is abandoned, replaced by a unity, a nirvana of the text, where nothing is really separate from anything else.

What ever happened to the book?  It exploded in a paroxysm of joy, dissolved into union with every other human thought, and disappeared forever.  This is not an ending, any more than birth is an ending.  But it is a transition, at least as profound and comprehensive as the invention of moveable type.  It’s our great good luck to live in the midst of this transition, astride the dilemmas of hypertext and the contradictions of the electronic book.  Transitions are chaotic, but they are also fecund.  The seeds of the new grow in the humus of the old.  (And if it all seems sudden and sinister, I’ll simply note that Nietzsche said that new era nearly always looks demonic to the age it obsolesces.)

III:  Finnegans Wiki

So what of Aristotle?  What does this mean for the narrative?  It is easy to conceive of a world where non-fiction texts simply dissolve into the universal sea of texts.  But what about stories?  From time out of mind we have listened to stories told by the campfire.  The Iliad, The Mahabharata, and Beowolf held listeners spellbound as the storyteller wove the tale.  For hours at a time we maintained our attention and focus as the stories that told us who we are and our place in the world traveled down the generations.

Will we lose all of this?  Can narratives stand up against the centrifugal forces of hypertext?  Authors and publishers both seem assured that whatever happens to non-fiction texts, the literary text will remain pure and untouched, even as it becomes a wholly electronic form.  The lure of the literary text is that it takes you on a singular journey, from beginning to end, within the universe of the author’s mind.  There are no distractions, no interruptions, unless the author has expressly put them there in order to add tension to the plot.  A well-written literary text – and even a poorly-written but well-plotted ‘page-turner’ – has the capacity to hold the reader tight within the momentum of linearity. Something is a ‘page-turner’ precisely because its forward momentum effectively blocks the centrifugal force.  We occasionally stay up all night reading a book that we ‘couldn’t put down’, precisely because of this momentum.  It is easy to imagine that every literary text which doesn’t meet this higher standard of seduction will simply fail as an electronic book, unable to counter the overwhelming lure of the medium.

This is something we never encountered with printed books: until the mid-20th century, the only competition for printed books was other printed books.  Now the entire Web – already quite alluring and only growing more so – offers itself up in competition for attention, along with television and films and podcasts and Facebook and Twitter and everything else that has so suddenly become a regular feature of our media diet.  How can any text hope to stand against that?

And yet, some do.  Children unplugged to read each of the increasingly-lengthy Harry Potter novels, as teenagers did for the Twilight series.  Adults regularly buy the latest novel by Dan Brown in numbers that boggle the imagination.  None of this is high literature, but it is literature capable of resisting all our alluring distractions.  This is one path that the book will follow, one way it will stay true to Aristotle and the requirements of the narrative arc.  We will not lose our stories, but it may be that, like blockbuster films, they will become more self-consciously hollow, manipulative, and broad.  That is one direction, a direction literary publishers will pursue, because that’s where the money lies.

There are two other paths open for literature, nearly diametrically opposed.  The first was taken by JRR Tolkien in The Lord of the Rings.  Although hugely popular, the three-book series has never been described as a ‘page-turner’, being too digressive and leisurely, yet, for all that, entirely captivating.  Tolkien imagined a new universe – or rather, retrieved one from the fragments of Northern European mythology – and placed his readers squarely within it.  And although readers do finish the book, in a very real sense they do not leave that universe.  The fantasy genre, which Tolkien single-handedly invented with The Lord of the Rings, sells tens of millions of books every year, and the universe of Middle-earth, the archetypal fantasy world, has become the playground for millions who want to explore their own imaginations.  Tolkien’s magnum opus lends itself to hypertext; it is one of the few literary works to come complete with a set of appendices to deepen the experience of the universe of the books.  Online, the fans of Middle-earth have created seemingly endless resources to explore, explain, and maintain the fantasy.  Middle-earth launches off the page, driven by its own centrifugal force, its own drive to unpack itself into a much broader space, both within the reader’s mind and online, in the collective space of all of the work’s readers.  This is another direction for the book.  While every author will not be a Tolkien, a few authors will work hard to create a universe so potent and broad that readers will be tempted to inhabit it.  (Some argue that this is the secret of JK Rowling’s success.)

Finally, there is another path open for the literary text, one which refuses to ignore the medium that constitutes it, which embraces all of the ambiguity and multiplicity and liminality of hypertext.  There have been numerous attempts at ‘hypertext fiction’; nearly all of them have been unreadable failures.  But there is one text which stands apart, both because it anticipated our current predicament, and because it chose to embrace its contradictions and dilemmas.  The book was written and published before the digital computer had been invented, yet even features an innovation which is reminiscent of hypertext.  That work is James Joyce’s Finnegans Wake, and it was Joyce’s deliberate effort to make each word choice a layered exploration of meaning that gives the text such power.  It should be gibberish, but anyone who has read Finnegans Wake knows it is precisely the opposite.  The text is overloaded with meaning, so much so that the mind can’t take it all in.  Hypertext has been a help; there are a few wikis which attempt to make linkages between the text and its various derived meanings (the maunderings of four generations of graduate students and Joycephiles), and it may even be that – in another twenty years or so – the wikis will begin to encompass much of what Joyce meant.  But there is another possibility.  In so fundamentally overloading the text, implicitly creating a link from every single word to something else, Joyce wanted to point to where we were headed.  In this, Finnegans Wake could be seen as a type of science fiction, not a dystopian critique like Aldous Huxley’s Brave New World, nor the transhumanist apotheosis of Olaf Stapledon’s Star Maker (both near-contemporary works) but rather a text that pointed the way to what all texts would become, performance by example.  As texts become electronic, as they melt and dissolve and  link together densely, meaning multiplies exponentially.  Every sentence, and every word in every sentence, can send you flying in almost any direction.  The tension within this text (there will be only one text) will make reading an exciting, exhilarating, dizzying experience – as it is for those who dedicate themselves to Finnegans Wake.

It has been said that all of human culture could be reconstituted from Finnegans Wake.  As our texts become one, as they become one hyperconnected mass of human expression, that new thing will become synonymous with culture.  Everything will be there, all strung together.  And that’s what happened to the book.

Nexus

Thursday, October 1st, 2009

I: Sharing

This is the era of sharing. When the histories of our time are written a hundred years from now, sharing is the salient feature which historians will focus upon. The entirety of culture, from 1999 forward, looks like a gigantic orgy of sharing.

This morning I want to take a look at this phenomenon in some detail, and tie it into some Australian educational ‘megatrends’ – forces which are altering the landscape throughout the nation. Sharing can be used as an engine to power these forces, but that will only happen if we understand how sharing works.

At some level, sharing is totally familiar to us – we’ve been sharing since we’ve been very small. But sharing, at least in the English language, has two slightly different meanings: we can share things, or we can share thoughts. We adults spend a lot of time teaching children the importance of sharing their things; we never need to teach them to share their thoughts. The sharing of things is a cultural behavior, valued by our civilization, whereas the sharing of thoughts is an innate behavior – probably located somewhere deep in our genes.

Fifteen years ago, Nicholas Negroponte characterized this as the divide between bits and atoms. We have to teach children to share their atoms – their toys and games – but they freely share their bits. In fact, they’re so promiscuous with their bits that this has produced its own range of problems.

It was only a decade ago that Shawn Fanning released a program which he’d written for his mates at Boston’s Northeastern University. Napster allowed anyone with a computer and a broadband internet connection to share their MP3 music files freely. Within a few months, millions of broadband-connected college students were freely trading their music collections with one another – without any thought of copyright or ownership. Let me reiterate: thoughts of copyright or piracy simply didn’t enter into their thinking. To them, this was all about sharing.

This act of sharing was a natural consequence of the ‘hyperconnectivity’ these kids had achieved via their broadband connections. When you connect people together, they will begin to share the things they care about. If you build a system that allows them to share the music they care about, they’ll share that. If you build a system that allows them to share the videos they care about, they’ll share that. If you build a system that allows them to share the links they care about, they’ll share them.

Clever web developers and entrepreneurs have built all of these systems, and many, many more. For the first time we can use technology to accelerate and amplify the innate human desire to share bits, and so, in a case of history repeating itself, we have amplified our social and sharing systems the way the steam engine amplified our physical power two hundred years ago.

In the earliest years of this sharing revolution, people shared the objects of culture: music, videos, jokes, links, photos, writing, and so on. Just this alone has had an enormous impact on business and culture: the recording industries, which were flying high a decade ago, have been humbled. Television networks have gotten in front of the Internet distribution of their own shows, to take the sting out of piracy. Newspapers, caught in the crossfire between a controlled system of distribution and a world where everyone distributes everything, have begun to disappear. And this is just the beginning.

In 2001, another experiment in sharing started in earnest: Wikipedia encouraged a small community of contributors to add their own entries to an ever-expanding encyclopedia. In this case contributors were asked to share their knowledge – however specific or particular – to a greater whole. Although it grew slowly in its earliest days, after about 2 years Wikipedia hit an inflection point and began to grow explosively.

Knowledge seems to have a gravitational quality; when enough of it is gathered together in one place, it attracts more knowledge. That’s certainly the story of Wikipedia, which has grown to encompass more than three million articles in English, on nearly every topic under the sun. Wikipedia is only the most successful of many efforts to produce a ‘collective intelligence’ out of the ‘wisdom of crowds’. There are many others – including one I’ll come to shortly.

One of the singular features of Wikipedia – one that we never think about even though it’s the reason we use Wikipedia – is simply this: Wikipedia makes us smarter. We can approach Wikipedia full of ignorance and leave it knowing a lot of facts. Facts need to be put into practice before they can be transformed into knowledge, but at least with Wikipedia we now have the opportunity to load up on the facts. And this is true globally: because of Wikipedia every single one of us now has the opportunity to work with the best possible facts. We can use these facts to make better decisions, decisions which will improve our lives. Wikipedia may seem innocuous, but it’s really quite profound.

How profound? If we peel away all of the technology behind Wikipedia, all of the servers and databases and broadband connections of the world’s sixth most popular website, what are we left with? Only this: an agreement to share what we know. It’s that agreement, and not the servers or databases or bandwidth which makes Wikipedia special, and it’s that agreement historians will be writing about in a hundred years. That agreement will endure – even if, for some bizarre reason, Wikipedia should cease to exist – because that agreement is one of the engines driving our culture forward.

Another example of sharing, just as relevant to educators, comes from a site which launched back in 1999 as TeacherRatings.com. Like Wikipedia, it grew slowly, and went through ownership changes, emerging finally as RateMyProfessors.com, which is owned by MTV, and which now boasts ten million ratings of one million professors, lecturers and instructors. This huge wealth of ratings came about because RateMyProfessors.com attached itself to the innate desire to share. Students want to share their experiences with their instructors, and RateMyProfessors.com gives them a forum to do just that.

Just as is the case with Wikipedia, anyone can become smarter by using RateMyProfessors.com. You can learn which instructors are good teachers, which grade easily, which will bore you to tears, and so forth. You can then put that information to work to make your life better – avoiding the professors (or schools) which have the worst teachers, taking courses from the instructors who get the highest scores.

That shared knowledge, put to work, changes the power balance within the university. For the last six hundred years, universities have been able to saddle students with lousy instructors – who might happen to be fantastic researchers – and there wasn’t much that students could do about it except grumble. Now, with RateMyProfessors.com, students can pass their hard-won knowledge down to subsequent generations of students. The university proposes, the student disposes. Worse still, the instructors receiving the highest ratings on RateMyProfessors.com have been the subjects of bidding wars, as various universities try to woo them, and add them to their faculties. All of this has given students a power they’ve never had, a power they never could have until they began to share their experiences, and translate that shared knowledge into action.

Sharing is wonderful, but sharing has consequences. We can now amplify and accelerate our sharing so that it can cross the world in a matter of moments, copied and replicated all the way. The power of the network has driven us into a new era. Sharing culture, knowledge, and power has destabilized all of our institutions. Businesses totter and collapse; universities change their practices; governments create task forces to get in front of what everyone calls ‘something-2.0’. It could be web2.0, education2.0, or government2.0. It doesn’t matter. What does matter is that something big is happening, and it’s all driven by our ability to share.

OK, so we can share. But why? How does it matter to us?

II: Greenfields

Before we can look at why sharing matters so much in this particular moment, we need to spend some time examining the three big events which will revolutionize education in Australia over the next decade. Each of them are entirely revolutionary in themselves; their confluence will result in a compressed wave of change – a concrescence – that will radically transform all educational practice.

The first of these events will affect all Australians equally. At this moment in time, Australia lives with medium-to-low-end broadband speeds, and most families have broadband connections which, because of metering, fundamentally limit their use. This is how it’s been since the widespread adoption of the Internet in the mid-1990s, and it’s nearly impossible to imagine that things could be different. The hidden lesson of the last fifteen years is that the Internet is something that needs to be rationed carefully, because there’s not enough to go around.

The Government wants us to adopt a different point of view. With the National Broadband Network (NBN), they intend to build a fibre-optic infrastructure which will deliver at least 100 megabit-per-second connections to every home, every school, and every business in Australia. Although no one has come out and said it explicitly, it’s clear that the Government wants this connection to be unmetered – the Internet will finally be freely available in Australia, as it is in most other countries.

How this will change our usage of the Internet is anyone’s guess. And this is the important point – we don’t know what will happen. We have critics of the NBN claiming that there’s no good reason for it, that Australians are already adequately served by the broadband we’ve already got, but I regularly hear stories of schools which block YouTube – not because of its potentially distracting qualities, but because they can’t handle the demand for bandwidth.

That, writ large, describes Australia in 2009. Broadband is the oxygen of the 21st century. Australia has been subjected to a slow strangulation. Once we can breathe freely, new horizons will open to us. We know this is true from history: no one really knew what we’d do with broadband once we got it. No one predicted Napster or YouTube or Skype, no one could have predicted any of them – or any of a thousand other innovations – before we had widespread access to broadband. Critics who argue there’s no need for high-speed broadband have simply failed to learn the lessons of history.

Now, before you think that I’m carrying the Government’s water, let me find fault with a few things. I believe that the Government isn’t thinking big enough – by the time the NBN is fully deployed, around 2017, a hundred megabit-per-second connection will simply be mid-range among our OECD peers. The Government should have accepted the technical challenge and gone for a gigabit network. Eventually, they will. Further, I believe the NBN will come with ‘strings attached’, specifically the filtering and regulatory regime currently being proposed by Senator Conroy’s ministry. The Government wants to provide the nation a ‘clean feed’, sanitized according to its interpretation of the law; when everyone in Australia gets their Internet service from the Commonwealth, we may have no choice in the matter.

The next event – and perhaps the most salient, in the context of this conference – is the Government’s commitment to provide a computer to every student in years 9 through 12. During the 2007 election, the Prime Minister talked about using computers for ‘math drills’ and ‘foreign language training’. The line about providing computers in the classroom was a popular one, although it is now clear that the Government’s ministers didn’t think through the profound effect of pervasive computing in the classroom.

First, it radically alters the power balance in the classroom. Most students have more facility with their computers than their teachers do. Some teachers are prepared to work from humility and accept instruction from their students. For other teachers, such an idea is anathema. The power balance could be righted somewhat with extensive professional development for the teachers – and time for that professional development – but schools have neither the budget nor the time to allow for this. Instead, the computers are being dumped into the classroom without any thought as to how they will affect pedagogy.

Second, these computers are being handed to students who may not be wholly aware of the potency of these devices. We’ve seen how a single text message, forwarded endlessly, can spark a riot on a Sydney beach, or how a party invitation, posted to Facebook, can lead to a crowd of five hundred and a battle with the police. Do teenagers really understand how to use the network to their advantage, how to reinforce their own privacy and protect themselves? Do they know how easy it is to ruin their own lives – or someone else’s – if they abuse the power of the network, that amplifier and accelerator of sharing?

Teachers aren’t the only ones who need some professional development. We need to provide a strong curriculum in ‘digital citizenship’; just as teenagers get instruction before they get a driver’s license, so they need instruction before they get to ‘spin the wheels’ of these ubiquitous educational computers.

This isn’t a problem that can be solved by filtering the networks at the schools. Students are surrounded by too many devices – mobiles as well as computers – which connect to the network and which require a degree of caution and education. This isn’t a job that the schools should be handling alone; this is an opportunity for all of the adult voices of culture – parents, caretakers, mentors, educators and administrators – to speak as one about the potentials and pitfalls of network culture.

Finally, what is the goal here? Right now the students and teachers are getting their computers. Next year the deployment will be nearly complete. What, in the end, is the point? Is it simply to give Kevin Rudd a tick on his ‘promises fulfilled’ list when he goes up for re-election? Or is this an opening to something greater? Is this simply more of the same or something new? I haven’t seen any educator anywhere present anything that looks at all like an integrated vision of what these laptops mean to students, teachers or the classroom. They’re bling: pretty, but an entirely useless accessory. I’m not saying that this is a bad initiative – indeed, I believe the Government should be lauded for its efforts. But everything, thus far, feels only like a beginning, the first meter around a very long course.

Now we come to the most profound of the three events on the educational horizon: the National Curriculum. Although the idea of a national curriculum has been mooted by several successive governments, it looks as though we’ll finally achieve a deliverable curriculum sometime in the early years of the Rudd Government. There’s a long way to go, of course – and a lot of tussling between the states and the various educational stakeholders – but the process is well underway. It’s expected that curricula in ‘English, Mathematics, the Sciences and History’ will be ready for implementation in the start of 2011, not very far away. As these are the core elements in any school curriculum, they will affect every school, every teacher, and every student in Australia.

A few weeks ago I got the opportunity to share the stage with Dr. Evan Arthur, the Group Manager of the Digital Education Group at the Commonwealth Department of Education, Employment and Workplace Relations. During a ‘fireside chat’, when I asked him a series of questions, the topic turned to the National Curriculum. At this point Dr. Arthur became rather thoughtful, and described the National Curriculum as a “greenfields”. He went on to describe the curriculum documents, when completed, as a set of ‘strings’ which could be handled almost as if they were a Christmas tree, ready to have content hung all over them. The National Curriculum means that every educator in Australia is, for the first time, working to the same set of ‘strings’.

That’s when I became aware that Dr. Arthur saw the National Curriculum as an enormous opportunity to redraw the possibilities for education. We are all being given an opportunity to start again – to throw out the old rule book and start over with another one. But in order to do this we’ll have to take everything we’ve covered already – about sharing, the National Broadband Network, the Digital Education Revolution and the National Curriculum, then blend them together. Together they produce a very potent mix, a nexus of possibilities which could fundamentally transform education in Australia.

III: At The Nexus

Our future is a future of sharing; we’ll be improving constantly, finding better and better ways to share with one another. To this I want to add something more subtle; not a change in technology – we have a lot of technology – but rather, a change of direction and intent. We could choose to see the National Curriculum as simply another mandate from the Federal government, something that will make the educational process even more formal, rigorous, and lifeless. That option is open to us – and, to many of us, that’s the only option visible. I want to suggest that there is another, wildly different path open before us, right next to this well-trodden and much more prosaic laneway. Rather than viewing the National Curriculum as a done deal, wouldn’t it be wiser if we consider it as an open invitation to participation and sharing?

After all, the National Curriculum mandates what must be taught, but says little to nothing about how it gets taught. Teachers remain free to pursue their own pedagogical ends. That said, teachers across Australia will, for the first time, be pursing the same ends. This opens up a space and a rationale for sharing that never existed before. Everyone is pulling in the same direction; wouldn’t it make sense for teachers, students, administrators and parents to share the experience?

Let’s be realistic: whether or not we seek to formalize this sharing of experience, it will happen anyway, on BoredOfStudies.org, RateMyTeachers.com, a hundred other websites, a thousand blogs, a hundred thousand Facebook profiles, and a million tweets. But if it all happens out there, informally, we miss an enormous opportunity to let sharing power our transition to into the National Curriculum. We’d be letting our greatest and most powerful asset slip through our fingers.

So let me turn this around and project us into a future where we have decided to formalize our shared experience of the National Curriculum. What might that look like? A teacher might normally prepare their curriculum and pedagogical materials at the beginning of the school term; during that preparation process they would check into a shared space, organized around the National Curriculum (this should be done formally, through an organization such as Education.AU, but could – and would – happen informally, via Google) to find out what other educators have created and shared as curriculum materials. Educators would find extensive notes, lesson plans, probably numerous recorded podcasts, links to materials on Wikipedia and other online resources, and so forth – everything that an educator might need to create an effective learning experience. Furthermore, educators would be encourage to share and connect around any particular ‘string’ in the National Curriculum. The curriculum thus becomes a focal point for organization and coordination rather than a brute mandate of performance.

Students, already well-connected, will continue to use informal channels to communicate about their lessons; the National Curriculum gives the educational sector (and perhaps some enterprising entrepreneur) an opportunity to create a space where those curriculum ‘strings’ translate into points of contact. Students working through a particular point in the curriculum would know where they are, and would know where to gather together for help and advice. The same wealth of materials available to educators would be available to students. None of this constitutes ‘peeking at the answers’, but rather is part of an integrated effort to give students every advantage while working their way through the National Curriculum. A student in Townsville might be able to gain some advantage from a podcast of a teacher in Albany, might want to collaborate on research with students from Ballarat, might ask some questions of an educator in Lismore. The student sits in the middle of an nexus of resources designed to offer them every opportunity to succeed; if the methodology of their own classroom is a poor fit to their learning style, chances are high that they’ll find someone else, somewhere else, who makes a better match.

All of this sounds a lot like an educational utopia, but all of it is within our immediate grasp. It is because we live at the confluence of a broadly sharing culture, and within a nation which is getting ubiquitous high-speed broadband, students and educators who now have pervasive access to computers, and a National Curriculum to act as an organizing principle. It is precisely because the stars are aligned so auspiciously that we can dream big dreams. This is the moment when anything is possible.

This transition could simply reinforce the last hundred years of industrial era education, where one-size-fits-all, where the student enters ‘airplane mode’ when they walk into the classroom – all devices disconnected, eyes up and straight ahead for the boredom of a fifty-minute excursion through some meaningless and disconnected body of knowledge. Where the computer simply becomes an electronic textbook for the distribution of media, rather than a portal for the exploration of the knowledge shared by others. Where the educator finds themselves increasingly bound to a curriculum which limits their freedom to find expression and meaning in their work. And all of this will happen, unless we recognize the other path that has opened before us. Unless we change direction, and set our feet on that path. Because if we keep on as we have been, we’ll simply end up with what we have today. And that would be a big mistake.

It needn’t be this way. We can take advantage of our situation, of the concrescence of opportunities opening to us. It will take some work, some time and some money. But more than anything else it requires a change of heart. We must stop thinking of the classroom as a solitary island of peace and quiet in the midst of a stormy sea, and rather think of it as a node within a network, connected and receptive. We must stop thinking of educators as valiant but solitary warriors, and transform them into a connected and receptive army. And we must recognize that this generation of students are so well connected on every front that they outpace us in every advance. They will be teaching us how to make this transition seem effortless.

Can we do this? Can we screw our courage up and take a leap into a great unknown, into an educational future which draws from our past, but is not bound to it? With parents and politicians crying out for metrics and endless assessments, we are losing the space to experiment, to play, to explore. Next year, the National Curriculum will land like a ton of bricks, even as it presents the opportunity for a Great Escape. The next twelve months will be crucial. If we can only change the way we think about what is possible, we will change what is possible. It’s a big ask. It’s the challenge of our times. Will we rise to meet it? Can we make an agreement to share what we know and what we do? That’s all it takes. So simple and so profound.

Slides for this talk are available here.

The Power of Sharing

Wednesday, June 10th, 2009

The Power of Sharing from Mark Pesce on Vimeo.

Inaugural address for the “What’s the Big Idea?” lecture series, at the Bundeena Bowls Club in Bundeena, a small community (pop. 3500) just south of Sydney in Royal National Park.

Inflection Points

Thursday, December 11th, 2008

I: The Universal Solvent

I have to admit that I am in awe of iTunes University. It’s just amazing that so many well-respected universities – Stanford, MIT, Yale, and Uni Melbourne – are willing to put their crown jewels – their lectures – online for everyone to download. It’s outstanding when even one school provides a wealth of material, but as other schools provide their own material, then we get to see some of the virtues of crowdsourcing. First, you have a virtuous cycle: as more material is shared, more material will be made available to share. After the virtuous cycle gets going, it’s all about a flight to quality.

When you have half a dozen or have a hundred lectures on calculus, which one do you choose? The one featuring the best lecturer with the best presentation skills, the best examples, and the best math jokes – of course. This is my only complaint with iTunes University – you can’t rate the various lectures on offer. You can know which ones have been downloaded most often, but that’s not precisely the same thing as which calculus seminar or which sociology lecture is the best. So as much as I love iTunes University, I see it as halfway there. Perhaps Apple didn’t want to turn iTunes U into a popularity contest, but, without that vital bit of feedback, it’s nearly impossible for us to winnow out the wheat from the educational chaff.

This is something that has to happen inside the system; it could happen across a thousand educational blogs spread out across the Web, but then it’s too diffuse to be really helpful. The reviews have to be coordinated and collated – just as with RateMyProfessors.com.

Say, that’s an interesting point. Why not create RateMyLectures.com, a website designed to sit right alongside iTunes University? If Apple can’t or won’t rate their offerings, someone has to create the one-stop-shop for ratings. And as iTunes University gets bigger and bigger, RateMyLectures.com becomes ever more important, the ultimate guide to the ultimate source of educational multimedia on the Internet. One needs the other to be wholly useful; without ratings iTunes U is just an undifferentiated pile of possibilities. But with ratings, iTunes U becomes a highly focused and effective tool for digital education.

Now let’s cast our minds ahead a few semesters: iTunes U is bigger and better than ever, and RateMyLectures.com has benefited from the hundreds of thousands of contributed reviews. Those reviews extend beyond the content in iTunes U, out into YouTube and Google Video and Vimeo and Blip.tv and where ever people are creating lectures and putting them online. Now anyone can come by the site and discover the absolute best lecture on almost any subject they care to research. The net is now cast globally; I can search for the best lecture on Earth, so long as it’s been captured and uploaded somewhere, and someone’s rated it on RateMyLectures.com.

All of a sudden we’ve imploded the boundaries of the classroom. The lecture can come from the US, or the UK, or Canada, or New Zealand, or any other country. Location doesn’t matter – only its rating as ‘best’ matters. This means that every student, every time they sit down at a computer, already does or will soon have on available the absolute best lectures, globally. That’s just a mind-blowing fact. It grows very naturally out of our desire to share and our desire to share ratings about what we have shared. Nothing extraordinary needed to happen to produce this entirely extraordinary state of affairs.

The network is acting like a universal solvent, dissolving all of the boundaries that have kept things separate. It’s not just dissolving the boundaries of distance – though it is doing that – it’s also dissolving the boundaries of preference. Although there will always be differences in taste and delivery, some instructors are simply better lecturers – in better command of their material – than others. Those instructors will rise to the top. Just as RateMyProfessors.com has created a global market for the lecturers with the highest ratings, RateMyLectures.com will create a global market for the best performances, the best material, the best lessons.

That RateMyLectures.com is only a hypothetical shouldn’t put you off. Part of what’s happening at this inflection point is that we’re all collectively learning how to harness the network for intelligence augmentation – Engelbart’s final triumph. All we need do is identify an area which could benefit from knowledge sharing and, sooner rather than later, someone will come along with a solution. I’d actually be very surprised if a service a lot like RateMyLectures.com doesn’t already exist. It may be small and unimpressive now. But Wikipedia was once small and unimpressive. If it’s useful, it will likely grow large enough to be successful.

Of course, lectures alone do not an education make. Lectures are necessary but are only one part of the educational process. Mentoring and problem solving and answering questions: all of these take place in the very real, very physical classroom. The best lectures in the world are only part of the story. The network is also transforming the classroom, from inside out, melting it down, and forging it into something that looks quite a bit different from the classroom we’ve grown familiar with over the last 50 years.

II: Fluid Dynamics

If we take the examples of RateMyProfessors.com and RateMyLectures.com and push them out a little bit, we can see the shape of things to come. Spearheaded by Stanford University and the Massachusetts Institute of Technology, both of which have placed their entire set of lectures online through iTunes University, these educational institutions assert that the lectures themselves aren’t the real reason students spend $50,000 a year to attend these schools; the lectures only have full value in context. This is true, but it discounts the possibility that some individuals or group of individuals might create their own context around the lectures. And this is where the future seems to be pointing.

When broken down to its atomic components, the classroom is an agreement between an instructor and a set of students. The instructor agrees to offer expertise and mentorship, while the students offer their attention and dedication. The question now becomes what role, if any, the educational institution plays in coordinating any of these components. Students can share their ratings online – why wouldn’t they also share their educational goals? Once they’ve pooled their goals, what keeps them from recruiting their own instructor, booking their own classroom, indeed, just doing it all themselves?

At the moment the educational institution has an advantage over the singular student, in that it exists to coordinate the various functions of education. The student doesn’t have access to the same facilities or coordination tools. But we already see that this is changing; RateMyProfessors.com points the way. Why not create a new kind of “Open” school, a website that offers nothing but the kinds of scheduling and coordination tools students might need to organize their own courses? I’m sure that if this hasn’t been invented already someone is currently working on it – it’s the natural outgrowth of all the efforts toward student empowerment we’ve seen over the last several years.

In this near future world, students are the administrators. All of the administrative functions have been “pushed down” into a substrate of software. Education has evolved into something like a marketplace, where instructors “bid” to work with students. Now since most education is funded by the government, there will obviously be other forces at play; it may be that “administration”, such as it is, represents the government oversight function which ensures standards are being met. In any case, this does not look much like the educational institution of the 20th century – though it does look quite a bit like the university of the 13th century, where students would find and hire instructors to teach them subjects.

The role of the instructor has changed as well; as recently as a few years ago the lecturer was the font of wisdom and source of all knowledge – perhaps with a companion textbook. In an age of Wikipedia, YouTube and Twitter this no longer the case. The lecturer now helps the students find the material available online, and helps them to make sense of it, contextualizing and informing their understanding. even as the students continue to work their way through the ever-growing set of information. The instructor can not know everything available online on any subject, but will be aware of the best (or at least, favorite) resources, and will pass along these resources as a key outcome of the educational process. The instructors facilitate and mentor, as they have always done, but they are no longer the gatekeepers, because there are no gatekeepers, anywhere.

The administration has gone, the instructor’s role has evolved, now what happens to the classroom itself? In the context of a larger school facility, it may or may not be relevant. A classroom is clearly relevant if someone is learning engine repair, but perhaps not if learning calculus. The classroom in this fungible future of student administrators and evolved lecturers is any place where learning happens. If it can happen entirely online, that will be the classroom. If it requires substantial presence with the instructor, it will have a physical locale, which may or may not be a building dedicated to education. (It could, in many cases, simply be a field outdoors, again harkening back to 13th-century university practices.) At one end of the scale, students will be able work online with each other and with an lecturer to master material; at the other end, students will work closely with a mentor in a specialist classroom. This entire range of possibilities can be accommodated without much of the infrastructure we presently associate with educational institutions. The classroom will both implode, vanishing online, and explode: the world will become the classroom.

This, then, can already be predicted from current trends; as the network begins to destabilizing the institutional hierarchies in education, everything else becomes inevitable. Because this transformation lies mostly in the future, it is possible to shape these trends with actions taken in the present. In the worst case scenario, our educational institutions to not adjust to the pressures placed upon them by this new generation of students, and are simply swept aside by these students as they rise into self-empowerment. But the worst case need not be the only case. There are concrete steps which institutions can take to ease the transition from our highly formal present into our wildly informal future. In order to roll with the punches delivered by these newly-empowered students, educational institutions must become more fluid, more open, more atomic, and less interested the hallowed traditions of education than in outcomes.

III: Digital Citizenship

Obviously, much of what I’ve described here in the “melting down” of the educational process applies first and foremost to university students. That’s where most of the activity is taking place. But I would argue that it only begins with university students. From there – just like Facebook – it spreads across the gap between tertiary and secondary education, and into the high schools and colleges.

This is significant an interesting because it’s at this point that we, within Australia, run headlong into the Government’s plan to provide laptops for all year 9 through year 12 students. Some schools will start earlier; there’s a general consensus among educators that year 7 is the earliest time a student should be trusted to behave responsibility with their “own” computer. Either way, the students will be fully equipped and capable to use all of the tools at hand to manage their own education.

But will they? Some of this is a simple question of discipline: will the students be disciplined enough to take an ever-more-active role in the co-production of their education? As ever, the question is neither black nor white; some students will demonstrate the qualities of discipline needed to allow them to assume responsibility for their education, while others will not.

But, somewhere along here, there’s the presumption of some magical moment during the secondary school years, when the student suddenly learns how to behave online. And we already know this isn’t happening. We see too many incidents where students make mistakes, behaving badly without fully understanding that the whole world really is watching.

In the early part of this year I did a speaking tour with the Australian Council of Educational Researchers; during the tour I did a lot of listening. One thing I heard loud and clear from the educators is that giving a year 7 student a laptop is the functional equivalent of giving them a loaded gun. And we shouldn’t be surprised, when we do this, when there are a few accidental – or volitional – shootings.

I mentioned this in a talk to TAFE educators last week, and one of the attendees suggested that we needed to teach “Digital Citizenship”. I’d never heard the phrase before, but I’ve taken quite a liking to it. Of course, by the time a student gets to TAFE, the damage is done. We shouldn’t start talking about digital citizenship in TAFE. We should be talking about it from the first days of secondary education. And it’s not something that should be confined to the school: parents are on the hook for this, too. Even when the parents are not digitally literate, they can impart the moral and ethical lessons of good behavior to their children, lessons which will transfer to online behavior.

Make no mistake, without a firm grounding in digital citizenship, a secondary student can’t hope to make sense of the incredibly rich and impossibly distracting world afforded by the network. Unless we turn down the internet connection – which always seems like the first option taken by administrators – students will find themselves overwhelmed. That’s not surprising: we’ve taught them few skills to help them harness the incredible wealth available. In part that’s because we’re only just learning those skills ourselves. But in part it’s because we would have to relinquish control. We’re reluctant to do that. A course in digital citizenship would help both students and teachers feel more at ease with one another when confronted by the noise online.

Make no mistake, this inflection point in education is going inevitably going to cross the gap between tertiary and secondary school and students. Students will be able to do for themselves in ways that were never possible before. None of this means that the teacher or even the administrator has necessarily become obsolete. But the secondary school of the mid-21st century may look a lot more like a website than campus. The classroom will have a fluid look, driven by the teacher, the students and the subject material.

Have we prepared students for this world? Have we given them the ability to make wise decisions about their own education? Or are we like those university administrators who mutter about how RateMyProfessors.com has ruined all their carefully-laid plans? The world where students were simply the passive consumers of an educational product is coming to an end. There are other products out there, clamoring for attention – you can thank Apple for that. And YouTube.

Once we get through this inflection point in the digital revolution in education, we arrive in a landscape that’s literally mind-blowing. We will each have access to educational resources far beyond anything on offer at any other time in human history. The dream of life-long learning will be simply a few clicks away for most of the billion people on the Internet, and many of the four billion who use mobiles. It will not be an easy transition, nor will it be perfect on the other side. But it will be incredible, a validation of everything Douglas Engelbart demonstrated forty years ago, and an opportunity to create a truly global educational culture, focused on excellence, and dedicated to serving all students, everywhere.

Interview: “The Alcove with Mark Molaro”

Monday, August 18th, 2008

Recorded in New York City, 23 June 2008 – the day before I delivered “Hyperpolitics, American Style” at the Personal Democracy Forum. A wide-ranging discussion on hyperconnectivity, hyperpolitics, media, hyperdistribution, and lots of other fun things.

Many thanks to Mark for getting it up!

Collisions & Smash Repairs

Saturday, August 16th, 2008

My brief keynote to the ICT Roundtable of the TAFE Sydney Institute. Recorded on Wednesday, 13 August 2008. Many thanks to Trish James and Stephan Ridgway for arranging the audio recording!

Hyperpolitics (American Style)

Wednesday, June 25th, 2008

Part One: Hyperconnected

We have been human beings for perhaps sixty thousand years. In all that time, our genome, the twenty-five thousand genes and three billion base pairs which comprise the source code for Homo Sapiens Sapiens has hardly changed.

For at least three thousand generations, we’ve had big brains to think with, a descended larynx to speak with, and opposable thumbs to grasp with. Yet, for almost ninety percent of that enormous span of time, humanity remained a static presence.

Our ancestors entered the world and passed on from it, but the patterns of culture remained remarkably stable, persistent and conservative. This posed a conundrum for paleoanthropologists, long known as ‘the sapient paradox’: if we had the “kit” for it, why did civilization take so long to arise?

Cambridge archeologist Colin Renfrew (more formally, Baron Renfrew of Kamisthorn) recently proposed an answer. We may have had great hardware, but it took a long, long time for humans to develop software which made full use of it.

We had to pass through symbolization, investing the outer world with inner meaning (in the process, creating some great art), before we could begin to develop the highly symbolic processes of cities, culture, law, and government.

About ten thousand years ago, the hidden interiority of humanity, passed down through myths and teachings and dreamings, built up a cultural reservoir of social capacity which overtopped the dam of the conservative patterns of humanity. We booted up (as it were) into a culture now so familiar we rarely take notice of it.

In Guns, Germs and Steel, evolutionary biologist and geographer Jared Diamond presented a model which elegantly explains how various peoples crossed the gap into civilization.

Cultures located along similar climatic regions on the planet’s surface could and did share innovations, most significantly along the broad swath of land from the Yangtze to the Rhine. This sharing accelerated the development of each of the populations connected together through the material flow of plants and animals and the immaterial flow of ideas and symbols. Where sharing had been a local and generational project for fifty thousand years, it suddenly became a geographical project across nearly half the diameter of the planet. Cities emerged in Anatolia, Palestine and the Fertile Crescent, and civilization spread out, over the next five hundred generations, to cover all of Eurasia.

Civilization proved another conservative force in human culture; despite the huge increases in population, the social order of Jericho looks little different from those of Imperial Rome or the Qin Dynasty or Medieval France.

But when Gutenberg (borrowing from the Chinese) perfected moveable type, he led the way to another and even broader form of cultural sharing; literacy became widespread in the aftermath of the printing press, and savants throughout the Europe published their insights, sharing their own expertise, producing the Enlightenment and igniting the Scientific Revolution. Peer-review, although portrayed today as a conservative force, initially acted as a radical intellectual accelerant, a mental hormone which again amplified the engines of human culture, leading directly to the Industrial Age.

The conservative empires fell, replaced by demos, the people: the cogs and wheels of a new system of the world which allowed for massive cities, massive markets, mass media, massive growth in human knowledge, and a new type of radicalism, known as Liberalism, which asserted the freedom of capital, labor, and people. That Liberalism, after two hundred and fifty years of ascendancy, has become the conservative order of culture, and faces its own existential threat, the result of another innovation in sharing.

Last month, The Economist, that fountainhead of Ur-Liberalism, proclaimed humanity “halfway there.” Somewhere in the last few months, half the population of the planet became mobile telephone subscribers. In a decade’s time we’ve gone from half the world having never made a telephone call to half the world owning their own mobile.

It took nearly a decade to get to the first billion, four years to the second, eighteen months to the third, and – sometime during 2011 – over five billion of us will be connected. Mobile handsets will soon be in the hands of everyone except the billion and a half extremely poor; microfinance organizations like Bangladesh’s Grameen Bank work hard to ensure that even this destitute minority have access to mobiles. Why? Mobiles may be the most potent tool yet invented for the elimination of poverty.

To those of us in the developed word this seems a questionable assertion. For us, mobiles are mainly social accelerants: no one is ever late anymore, just delayed. But, for entire populations who have never had access to instantaneous global communication, the mobile unleashes the innate, inherent and inalienable capabilities of sociability. Sociability has always been the cornerstone to human effectiveness. Being social has always been the best way to get ahead.

Until recently, we’d seen little to correlate mobiles with human economic development. But, here again, we see the gap between raw hardware capabilities and their expression in cultural software. Handing someone a mobile is not the end of the story, but the beginning. Nor is this purely a phenomenon of the developing world, or of the poor. We had the Web for almost a decade before we really started to work it toward its potential. Wikis were invented in 1995, marking it as an early web technology; the idea of Wikipedia took another six years.

Even SMS, the true carrier of the Human Network, had been dismissed by the telecommunications giants as uninteresting, a sideshow. Last year we sent forty three billion text messages.

We have a drive to connect and socialize: this drive has now been accelerated and amplified as comprehensively as the steam engine amplified human strength two hundred and fifty years ago. Just as the steam engine initiated the transformation of the natural landscape into man-made artifice, the ‘hyperconnectivity’ engendered by these new toys is transforming the human landscape of social relations. This time around, fifty thousand years of cultural development will collapse into about twenty.

This is coming as a bit of a shock.

Part Two: Hypermimesis

I have two nephews, Alexander and Andrew, born in 2001, and 2002. Alexander watched his mother mousing around on her laptop, and – from about 18 months – reached out to play with the mouse, imitating her actions. By age three Alex had a fair degree of control over the mouse; his younger brother watched him at play, and copied his actions. Soon, both wrestled for control of a mouse that both had mastered. Children are experts in mimesis – learning by imitation. It’s been shown that young chimpanzees regularly outscore human toddlers on cognitive tasks, while the children far surpass the chimps in their ability to “ape” behavior. We are built to observe and reproduce the behaviors of our parents, our mentors and our peers.

Our peers now number three and a half billion.

Whenever any one of us displays a new behavior in a hyperconnected context, that behavior is inherently transparent, visible and observed. If that behavior is successful, it is immediately copied by those who witnessed the behavior, then copied by those who witness that behavior, and those who witnessed that behavior, and so on. Very quickly, that behavior becomes part of the global behavioral kit. As its first-order emergent quality, hyperconnectivity produces hypermimesis, the unprecedented acceleration of the natural processes of observational learning, where each behavioral innovation is distributed globally and instantaneously.

Only a decade ago the network was all hardware and raw potential, but we are learning fast, and this learning is pervasive. Behaviors, once slowly copied from generation to generation, then, still slowly, from location to location, now ‘hyperdistribute’ themselves via the Human Network. We all learn from each other with every text we send, and each new insight becomes part of the new software of a new civilization.

We still do not know much about this nascent cultural form, even as its pieces pop out of the ether all around us. We know that it is fluid, flexible, mobile, pervasive and inexorable. We know that it does not allow for the neat proprieties of privacy and secrecy and ownership which define the fundamental ground of Liberal civilization. We know that, even as it grows, it encounters conservative forces intent on moderating its impact. Yet every assault, every tariff, every law designed to constrain this Human Network has failed.

The Chinese, who gave it fair go, have conceded the failure of their “Great Firewall,” relying now on self-censorship, situating the policeman within the mind of the dissident netizen.

Record companies and movie studios try to block distribution channels they can not control and can not tariff; every attempt to control distribution only results in an ever-more-pervasive and ever-more-difficult to detect “Darknet.”

A band of reporters and bloggers (some of whom are in this room today) took down the Attorney General of the United States, despite the best attempts of Washington’s political machinery to obfuscate then overload the processes of transparency and oversight. Each of these singular examples would have been literally unthinkable a decade ago, but today they are the facts on the ground, unmistakable signs of the potency of this new cultural order.

It is as though we have all been shoved into the same room, a post-modern Panopticon, where everyone watches everyone else, can speak with everyone else, can work with everyone else. We can send out a call to “find the others,” for any cause, and watch in wonder as millions raise their hands. Any fringe (noble or diabolical) multiplied across three and a half billion adds up to substantial numbers. Amplified by the Human Network, the bonds of affinity have delivered us over to a new kind of mob rule.

This shows up, at its most complete, in Wikipedia, which (warts and all) represents the first attempt to survey and capture the knowledge of the entire human race, rather than only its scientific and academic elites. A project of the mob, for the mob, and by the mob, Wikipedia is the mob rule of factual knowledge. Its phenomenal success demonstrates beyond all doubt how the calculus of civilization has shifted away from its Liberal basis. In Liberalism, knowledge is a scarce resource, managed by elites: the more scarce knowledge is, the more highly valued that knowledge, and the elites which conserve it. Wikipedia turns that assertion inside out: the more something is shared the more valuable it becomes. These newly disproportionate returns on the investment in altruism now trump the ‘virtue of selfishness.’

Paradoxically, Wikipedia is not at all democratic, nor is it actually transparent, though it gives the appearance of both. Investigations conducted by The Register in the UK and other media outlets have shown that the “encyclopedia anyone can edit” is, in fact, tightly regulated by a close network of hyperconnected peers, the “Wikipedians.”

This premise is borne out by the unpleasant fact that article submissions to Wikipedia are being rejected at an ever-increasing rate. Wikipedia’s growth has slowed, and may someday grind to a halt, not because it has somehow encompassed the totality of human knowledge, but because it is the front line of a new kind of warfare, a battle both semantic and civilizational. In this battle, we can see the tracings of hyperpolitics, the politics of era of hyperconnectivity.

To outsiders like myself, who critique their increasingly draconian behavior, Wikipedians have a simple response: “We are holding the line against chaos.” Wikipedians honestly believe that, in keeping Wikipedia from such effluvia as endless articles on anime characters, or biographies of living persons deemed “insufficiently notable,” they keep their resource “pure.” This is an essentially conservative impulse, as befits the temperament of a community of individuals who are, at heart, librarians and archivists.

The mechanisms through which this purity is maintained, however, are hardly conservative.

Hyperconnected, the Wikipedians create “sock puppet” personae to argue their points on discussion pages, using back-channel, non-transparent communications with other Wikipedians to amass the support (both numerically and rhetorically) to enforce their dictates. Those who attempt to counter the fixed opinion of any network of Wikipedians encounter a buzz-saw of defiance, and, almost invariably, withdraw in defeat.

Now that this ‘Great Game’ has been exposed, hypermimesis comes into play. The next time an individual or community gets knocked back, they have an option: they can choose to “go nuclear” on Wikipedia, using the tools of hyperconnectivity to generate such a storm of protest, from so many angles of attack, that the Wikipedians find themselves overwhelmed, backed into the buzz-saw of their own creation.

This will probably engender even more conservative reaction from the Wikipedians, until, in fairly short order, the most vital center of human knowledge creation in the history of our species becomes entirely fossilized.

Or, just possibly, Wikipedians will bow to the inevitable, embrace the chaos, and find a way to make it work.

That choice, writ large, is the same that confronts us in every aspect of our lives. The entire human social sphere faces the increasing pressures of hyperconnectivity, which arrive hand-in-hand with an increasing empowerment (‘hyperempowerment’) by means of hypermimesis. All of our mass social institutions, developed at the start of the Liberal era, are backed up against the same buzz saw.

Politics, as the most encompassing of our mass institutions, now balances on a knife edge between a past which no longer works and a future of chaos.

Part Three: No Governor

Last Monday, as I waited at San Francisco International for a flight to Logan, I used my mobile to snap some photos of the status board (cheerfully informing me of my delayed departure), which I immediately uploaded to Flickr. As I waited at the gate, I engaged in a playful banter with two women d’un certain age, that clever sort of casual conversation one has with fellow travelers. After we boarded the flight, one of the women approached me. “I just wanted you to know, that other woman, she works for the Treasury Department. And you were making her nervous when you took those photos.”

Now here’s the thing: I wanted to share the frustrations of my journey with my many friends, both in Australia and America, who track my comings and goings on Twitter, Flickr and Facebook. Sharing makes the unpleasant endurable. In that moment of confrontation, I found myself thrust into a realization that had been building over the last four years: Sharing is the threat. Not just a threat. It is the whole of the thing.

A photo snapped on my mobile becomes instantaneously and pervasively visible. No wonder she’s nervous: in my simple, honest and entirely human act of sharing, it becomes immediately apparent that any pretensions to control, or limitation, or the exercise of power have already collapsed into shell-shocked impotence.

We are asked to believe that hyperconnectivity can be embraced by political campaigns, and by politicians in power. We are asked to believe that everything we already know to be true about the accelerating disintegration of hierarchies of all kinds – economic, academic, cultural – will somehow magically suspend itself for the political process. That, somehow, politics will be different.

Bullshit. Ladies and gentlemen, don’t believe a word of it. It’s whistling past the graveyard. It’s clapping for Tinkerbelle. Obama may be the best thing since sliced bread, but this isn’t a crisis of leadership. This is not an emergency. And my amateur photography did not bring down the curtain on the Republic.

For the first time, we have a political campaign embracing hyperconnectivity. As is always the case with political campaigns, it is a means to an end. The Obama campaign has built a nationwide social network (using lovely, old-fashioned, human techniques), then activated it to compete in the primaries, dominate in the caucuses, and secure the Democratic nomination. That network is being activated again to win the general election.

Then what? Three months ago, I put this question directly to an Obama field organizer. He paused, as if he’d never given the question any thought, before answering, “I don’t know. I don’t believe anyone’s thought that far ahead.” There are now some statements from candidate Obama about what he’d like to see this network become. They are, of course, noble sentiments. They matter not at all. The mob, now mobilized, will do as it pleases. Obama can lead by example, can encourage or scold as occasion warrants, but he can not control. Not with all the King’s horses and all the King’s men.

And yes, that’s scary.

Fasten your seatbelts and prepare for a rapid descent into the Bellum omnia contra omnes, Thomas Hobbes’ “war of all against all.” A hyperconnected polity – whether composed of a hundred individuals or a hundred thousand – has resources at its disposal which exponentially amplify its capabilities. Hyperconnectivity begets hypermimesis begets hyperempowerment. After the arms race comes the war.

Conserved across nearly four thousand generations, the social fabric will warp and convulse as various polities actualize their hyperempowerment in the cultural equivalent of nuclear exchanges. Eventually (one hopes, with hypermimesis, rather quickly) we will learn to contain these most explosive forces. We will learn that even though we can push the button, we’re far better off refraining. At that point, as in the era of superpower Realpolitik, the action will shift to a few tens of thousands of ‘little’ conflicts, the hyperconnected equivalents of the endless civil wars which plagued Asia, Africa and Latin America during the Cold War.

Naturally, governments will seek to control and mediate these emerging conflicts. This will only result in the guns being trained upon them. The power redistributions of the 21st century have dealt representative democracies out. Representative democracies are a poor fit to the challenges ahead, and ‘rebooting’ them is not enough. The future looks nothing like democracy, because democracy, which sought to empower the individual, is being obsolesced by a social order which hyperempowers him.

Anthropologist Margaret Mead famously pronounced that we should “Never underestimate the ability of a small group of committed individuals to change the world.” Mead spoke truthfully, and prophetically. We are all committed, we are all passionate. We merely lacked the lever to effectively translate the force of our commitment and passion into power. That lever has arrived, in my hand and yours.

And now, the world’s going to move – for all of us.

Slides for the presentation at the Personal Democracy Forum are now available on SlideShare.

Transforming Governance

Tuesday, May 27th, 2008

My keynote address to the South Australian State Government conference, “The Digital Media Revolution”, in Adelaide, South Australia, 26 April 2008.