Showing posts with label Paul Saffo. Show all posts
Showing posts with label Paul Saffo. Show all posts

Tuesday, February 5, 2008

The best forecasters will be computers

PAUL SAFFO
Technology Forecaster

When I began my career as a forecaster over two decades ago, it was a given that the core of futures research lay beyond the reach of traditional quantitative forecasting and it's mathematical tools. This meant that futures researchers would not enjoy the full labor-saving benefits of number-crunching computers, but at least it guaranteed job security. Economists and financial analysts might one day wake up to discover that their computer tools were stealing their jobs, but futurists would not see machines muscling their way into the world of qualitative forecasting anytime soon.

I was mistaken. I now believe that in the not too distant future, the best forecasters will not be people, but machines: ever more capable "prediction engines" probing ever deeper into stochastic spaces. Indicators of this trend are everywhere from the rise of quantitative analysis in the financial sector, to the emergence of computer-based horizon scanning systems in use by governments around the world, and of course the relentless advance of computer systems along the upward-sweeping curve of Moore's Law.

We already have human-computer hybrids at work in the discovery/forecasting space, from Amazon's Mechanical Turk, to the myriad online prediction markets. In time, we will recognize that these systems are an intermediate step towards prediction engines in much the same way that human "computers" who once performed the mathematical calculations on complex projects were replaced by general-purpose electronic digital computers.

The eventual appearance of prediction engines will also be enabled by the steady uploading of reality into cyberspace, from the growth of web-based social activities to the steady accretion of sensor data sucked up by an exponentially growing number of devices observing and increasingly, manipulating the physical world. The result is an unimaginably vast corpus of raw material, grist for the prediction engines as they sift and sort and peer ahead. These prediction engines won't ever exhibit perfect foresight, but as they and the underlying data they work on co-evolve, it is a sure bet that they will do far better then mere humans

Thursday, January 24, 2008

Michael Calore interviews Paul Saffo

I just got off the phone with Paul Saffo, one of Silicon Valley's leading technology forecasters.
I presented to Paul the same premise that I discussed with Opera's Jon von Tetzchner earlier today: Apple's iPhone as the first shot in the "invisible computer" revolution.
Wired News: The iPhone has the potential to run real applications, and it has a browser that can run web-based software. In a few years, it's likely you'll be able to just carry one of these around as a replacement for the traditional PC. When you sit at your desk, it will connect wirelessly to your keyboard, mouse, display and speakers. All of your data and files will be stored within a web service, retrievable from everywhere. At that point, who needs the computer?
Paul Saffo: I think this is a very big deal. Cyberspace was a wonderful thing, but the only place you could enter cyberspace from was your desktop. We've had some brain damaged ways of accessing it from the places that we actually live our lives, but until now, they've all been compromised. If the iPhone works as advertised, it's a no compromises node, and that's a huge deal.
It not only means that we get to do more on the web while moving around, but it means that the nature of the web is going to change because of what people can do when they're not at their desks.
With his usual élan, Jobs is breaking the tyranny of the keyboard and trying to break the tyranny of the cursor as well. We've been able to get computers into our pockets for a very long time, but the issue has always been, 'what do you do with it?' You don't have a keyboard, you don't have a stylus and your thumbs are too big to type. This is the first serious attempt to break the tyranny of input. Until now, everybody's always focused on output -- is the screen big enough or sharp enough -- and the screens are high-resolution and bright. We've conquered that. Now the limiting factor is input.
Over time, what has been the limiting piece that has kept us from doing this? It used to be processor speeds and energy demands, then it was screens. Now, the only limitation on the size of the computer is the input device.
WN: Still, there are some significant limitations we still need to overcome before this becomes reality. Namely, bandwidth and processing power.
PS: Yeah, well those are constants -- You can never be too thin or too rich. But they're more of a soft wall than a barrier in the sense that they're always getting better. Our expectations are always one step ahead.
Apple's sister product may actually play a key role here. I thought it was no coincidence that three things happened at the same time: The iPhone was announced, Apple TV was released and Apple changed its name. Apple started as a really good computer company, then it was a really good computer company that also made really neat consumer electronics. They dropped "Computer" from the name and the timing's perfect, because now they're a consumer electronics company that also makes killer computers.
The scale of the market in consumer electronics dwarfs the computer market, and not just in the number of potential customers. The essence of consumer electronics is not devices, it's fashion.
One major consumer electronics company I know very well has over 300 engineers whose full-time job is to sit around and figure out new kinds of material science to get a new kind of finish on cell phone skins. That's fashion! They're as much of a fashion house as Pierre Cardin, or who ever the hot fashion designer is these days.
WN: I think that was also reflected on the Macworld Expo floor. It seemed like every other booth this year was selling a skin or a case or some sort of accessory for your iPod. Accessories for your accessories.
PS: Yeah, and in that sense, this isn't the next computer. This is the next home for the mind. Computers have had a nice long run, and laptops will always play at least some role. But the center of gravity is now slowly shifting from the desk to the device in your pocket.
WN: Today we got confirmation that Apple is not allowing third-party developers to build software for the device. Any software that appears on the iPhone that wasn't created by Apple is only going to be the result of a partnership. There's some heavy criticism here, and some are even saying that closing the device will kill it. Do you agree?
PS: Absolutely not. They have no choice. When you constrain things in one dimension, you get freedom in another. The freedom the iPhone gets from that relationship is the freedom from crashes. Let's face it: Microsoft can't solve its Windows problem. There are too many third parties. Apple can solve it by keeping tight control.
The difference between the device that sits on your desk and the device that sits in your pocket is your expectation of reliability. If the computer on your desk crashes, you roll your eyes and go, "Goddamn it," and you try to solve it or call tech support or take it down to the Genius Bar. If your phone crashes, you're going to be ripping mad. You're going to throw it out of a window. That's another reason why that thing in your pocket isn't quite the next computer, because our expectations of our computers are too low to put them in our pockets.
The moment a device goes in your pocket, connectivity is like oxygen. After 30 seconds without it, you're feeling dizzy. After 60 seconds you're unconscious and after 2 and a half minutes, you're brain dead.
WN: So if the iPhone is not the next computer, what is it?
PS: Well, your premise is still absolutely right. This really is the next computer in that it's the next home for our minds. It's the next indispensable tool.
I'm old enough to remember when personal computers were a revolution. Suddenly, the fact that processors were so cheap we could put one on everyone's desk was a sign of abundance. Today, that desktop machine is a hangover from the days when computers were so scarce, you could only have them on your desk. Now, computers are so abundant that they are absolutely everywhere.
So the iPhone... this is your device in the age of computing abundance. It's your personal diplomat into cyberspace, it's all the things that your desktop computer wished it could be. But since your desktop could never leave the desk, it just couldn't do it.

Paul Saffo Wrote-

01.24.02008 Davos and Gates Foundation 2.0

I was in the audience in Davos this evening when Bill Gates presented his vision of “Creative Capitalism,” his term for a capitalism that ties self-interest to the desire to help others in the service of meeting the world’s looming challenges. Bill’s remarks were straight from the heart, and clearly the cornerstone of the work he will begin in earnest when he moves from Microsoft to the Gates Foundation later this year. Creative Capitalism is the cornerstone concept of a new release --Gates Foundation 2.0.

But as I listened to his remarks, I realized that I was also hearing Bill 1.0, the fast-following hypercompetitive genius who built Microsoft into an empire by adopting and out-executing the ideas of others. But for the MacIntosh, Microsoft would have never done Windows, and Microsoft never took browsers seriously until Netscape came out of nowhere to dominate the Web.

Now, with Creative Capitalism, Bill is fast-following Google.org. Gates Foundation 1.0 was the DOS of charitable institutions, the quintessence of the traditional foundation model. Then along came the Google founders and Google.org, a truly innovative rethink of charitable work for the 21st century. Measured against Google.org, the Gates Foundation looked, well, a bit square. It was the PC in Apple’s “I’m a PC, I’m a Mac” ads, and Google.org was the Mac.

So let the race begin, for unlike the technology wars, this is not a zero sum game. A decade ago, Bill Gates abruptly changed his plan to wait until retirement before giving away his fortune and established the Gates Foundation. The result was not merely early good works, but also a burst of foundation-building by other technology titans who in turn raced to match Gates’ generosity and vision. Now history is about to repeat itself, as the charitable innovations of the Google founders and Bill Gates inspire their peers to meet – and exceed—their visions.