Chips with everything…

Did you know that what’s printed on the tubs of butter you buy at the supermarket relies on microchips to control the curing of the ink? You probably didn’t, but it’s true.  It’s a simple example that there’s ‘chips with everything’ in today’s world. While media headlines concentrate on how the global computer chip shortage impacts things like games consoles, cars, and smartphones, it’s worth remembering that the shortage has a much broader impact.   

It’s easy to believe that current supply woes are wholly caused by the pandemic, but that’s not the case, as many articles analysing the causes illustrate, see here and here , for example. US-China trade tensions are a factor, for example, and so are the decisions made by major corporates in some industry sectors when the pandemic hit.  On the latter, many swiftly cancelled orders with chip suppliers who understandably compensated by prioritising sectors where orders continued to flow. As current delays to new vehicle production in the auto industry illustrates, many companies now find themselves further down their supplier’s priority lists than they perhaps expected now that things are slowly opening up.   

The pandemic has, of course, had some direct impact, but rational and objective observers will conclude that the event has starkly exposed a serious consequence of the globalisation and extended supply chains that have become the norm over the last twenty or so years.  Over just two decades the number of key semiconductor fabrication companies has essentially reduced to just three, namely Taiwan’s TSMC, South Korea’s Samsung, and Intel. When the two Asian firms have more than 70% of the fabrication market from facilities centred in the Far East then we shouldn’t really be surprised when a disruptive event puts the supply/demand equation out of balance. There’s little doubt that many country leaders, politicians, and corporates will already be considering whether the developed world’s heavy dependence on globalised supply chains has gone too far. Global trade’s important, and it has been for centuries, but it seems likely that there’ll be some strategic retrenchment towards a better local/offshore balance in order to mitigate strategic risks over the coming years.

For years we’ve been told by health professionals that eating chips (fries) with everything isn’t healthy, and most people in developed economies are more informed today about the importance of a healthy diet than previous generations. Analogously, we need to appreciate that a life regimen that relies on ‘chips with everything’ for the goods, devices, appliances, and facilities we use every day in the modern world isn’t good for us either. Chips as part of a balanced diet or in a balanced every day life are, of course, perfectly acceptable, and so perhaps a shortage of computer chips isn’t such a bad thing if it helps us return to a better balance in the way we live.   

London, millennials, a stag night, and immersive television…

The Badger spent last weekend in London attending a stag night.  Our party of 8, mainly millennials, had a great time without succumbing to a drunken stupor. The weekend featured a crazy golf competition, a great meal, a stay in the Hard Rock Hotel, a bowling competition, and many wide-ranging discussions during the quieter times. Although the Badger was positively geriatric compared to his millennial companions, he gained much respect by doing well in all the competitions!

The members of the group came from different backgrounds and parts of the country. Bonding was helped by the fact that it was everyone’s first stay in London since the start of the pandemic. Although initially apprehensive, we all relaxed when it was clear that all venues were applying covid-safe procedures rigorously, and that most people everywhere were complying with government guidance. It felt strange, however, to see that millennials were by far the dominant generation on the streets and on public transport, and also that no one gave the groom – dressed as Star War’s C3PO – a second look as he walked along Oxford Street! 

Spending a weekend with a group of millennials having a good time proved strikingly educational for the Badger. This is a generation whose lives have been impacted by a global financial crisis, a global virus pandemic, and enormous advances in digital technology.  Most of them don’t remember a time when they received a sensible interest rate on their savings. Most depend completely on their smartphone and use gaming or Netflix for entertainment rather than television. Most use social media heavily, only shop online, expect things to happen fast, and use cash minimally.  Over the weekend everyone used contactless payment for public transport and even to play air hockey in an arcade at one of the activity venues. Smartphones were used to order and pay for full English breakfasts at a table in Wetherspoons, at a fifth of the price for breakfast in the hotel. This is a generation of digital natives who know that continued rapid tech advances will dominate the rest of their lives. 

During one discussion that morphed from the limited success of 3D TV over the last decade, most in the group believed that television will shortly become immersive using virtual reality technology derived from gaming. Time will tell, but it’s a brave person that says they’re wrong.  It was discussions like this that made the Badger thoughtful on the way home. London’s Oxford Street is cleaner, the buses are hydrogen powered, many shops are empty, but the multitude of American Candy stores and the small number of the Badger’s generation out and about highlights that the world has changed and that millennials have the future in their hands. The Badger’s stag night companions were hungry to embrace every aspect of the digital future ahead.

Drones, dinosaurs, and a private life…

The impressive choreographed light display that employed more than 1800 drones at the Tokyo Olympics’ opening ceremony is becoming a common sight at high profile events.  A friend’s daughter, who starts university in September, asked what many will have wondered while watching, ‘How did they do that?’  The Badger chuckled when she glibly answered her own question by saying ‘Someone’s probably doing it all from an app on their iPhone’.

Drones have all shapes and sizes, work in different ways, and perform many functions in today’s civilian and military life. Indeed, drone swarms will play an important role in military conflicts in the years ahead.  Watching the Olympics’ drone display, however, provided a visual reminder of just how far computing, software, and communications technology has advanced since the New York 9/11 atrocity 20 years ago. Most internet connections were clunky and slow at that time, and the internet itself didn’t dominate our lives. Broadband was in its infancy, flash drives (USB sticks) were uncommon, and Sharp, Samsung and Nokia had barely released their first camera-phones. Skype, YouTube, Google Maps and Streetview, Facebook, Twitter, Amazon Kindle, iPhones, and iPads didn’t exist, and most people visited real shops to do their shopping! It’s a very different world today, but not necessarily a better or safer one. 

The friend’s daughter cannot imagine life 20 years ago because all kinds of digital technology has been available at her fingertips throughout her childhood, teenage, and now her adult years. She’s a complete digital native who has become, perhaps, more reliant on technology’s conveniences than is healthy. She routinely calls the Badger and her parents ‘dinosaurs’ but she always listens respectfully when her parents point out that privacy at the time of 9/11 was very different to the concept of privacy that exists today. An individual was less technologically ‘monitored’ 20 years ago, had a true private life, and chose what to share with others, when to share it, what medium to use, how to share it, and with whom. Sharing was a conscious, physical, act. Technology has since changed the concepts of personal privacy, freedom, and independence, and has made those born this century the most ‘monitored’ generation ever.

The friend’s daughter knows that powerful forces in the online world know more about her life, habits, and location than for any previous younger generation, but she still wants most aspects of a private life that her parents enjoyed 20 years ago. Her parents rubbed salt into the topic of what constitutes a private life today by observing that ‘We’ll soon be able to tell Alexa to send out a swarm of drones to find out what you’re up to anywhere in the world’.  This didn’t go down well with their daughter responding vociferously that she’s entitled to a private life! Indeed, she is. But it won’t be the type of private life that was once enjoyed by ‘the dinosaurs’.  

Priorities: Space commercialisation or mankind living in equilibrium with our planet?

The Badger’s always been open-minded, but on the back of the rah-rah about billionaire’s travelling to the edge of space, G.K Chesterton’s comment ‘Don’t be so open-minded that your brains fall out’ sprang to mind. It may be a step forwards for commercial space activities but with so many problems to solve here on earth, what’s the real benefit to mankind of billionaires puffing out their chests on becoming a space tourist? In fact, what’s the benefit to mankind of space tourism and the commercialisation of space, period?  If you have the luxury of unconstrained independent philosophical thought, then you get to the answer ‘not a lot’ quite quickly. After decades open-mindedly supporting space technology that helps us understand the universe and our home planet, the Badger finds himself questioning the wisdom of the modern ‘space race’ and space commercialisation.     

The modern space race is driven, in one form or another, by entities desiring ‘control and dominance’. There are dreams of harvesting valuable resources from other planets and of humans as a multi-planetary species, but it’s beginning to feel like mankind will have seriously declined on our home planet long before such dreams are realised in a way that brings benefit to the masses. It’s okay to have a vision and dreams, but when it was 1972 that the last person stood on the moon, and presence on the International Space Station since confirms that humans are biologically unsuited to being away from the home planet for lengthy periods, then there’s an obvious case to be made for focusing more on getting better equilibrium between mankind and our own planet than on space endeavours. Future astronauts might, apparently, be ‘gene-edited’ to overcome these biological issues, but that’s no benefit to mankind or our planet today when it really matters. (It could also mean that humans ultimately morph into being the intergalactic ‘plague of locust’ baddies that are often depicted in sci-fi series and movies. That’s not an attractive legacy for future generations).

Hats off to Messrs. Branson and Bezos for achieving their few minutes of weightlessness at the edge of space before returning safely to earth, but their money would be better spent helping mankind live in better equilibrium with the planet they briefly left.  After all, if your home starts to fall apart around you, most rational people will spend their money fixing it rather than buying an expensive luxury that does nothing to address the immediate problem.

With space debris already a growing problem, commercial satellite mega-constellations like Starlink already being considered as ‘pollutants’ of the night sky and disrupters of  astronomy, then perhaps it’s time to reprioritise away from space back to achieving  sustainable, equilibrium between mankind and it’s home planet. Perhaps the time has come not to be so open-minded about the vested interests of space commercialisation that our brains fall out.

Beware of the downsides of the ‘Bandwagon Effect’…

‘If you act too fast and don’t think things through then your mistakes will be difficulties long into the future’.  This is what the Badger’s father would often say if he thought someone was acting with haste or being overly influenced by a popular bandwagon. Three things caught the eye this week that somewhat obtusely reminded the Badger of these words.

The first was the lecture, reported here and here, by Jeremy Fleming, Director of the UK’s GCHQ. He warned of a tech ‘moment of reckoning’ and the real risk that the West might no longer be able to supply the key technologies on which we rely. He used Smart Cities and their threat to security, privacy, and anonymity, to illustrate his point. He also pointed out that it was decisions taken a decade ago that has meant the West has few companies able to supply the latest key technology components underlying 5G.

The second was English football’s announcement that it will boycott social media over the coming weekend in a protest over online abuse. Social media is pervasive and has been a concern to many about the voice it gives to the many undesirable aspects of human behaviour for a long time.

The third was the ad tracking spat between Apple and Facebook caused by the imminent arrival of Apple’s IOS 14.5 operating system which bakes privacy into its systems and could significantly damage Facebook’s ad network earnings.  This vitriolic locking of horns by two of the digital world’s money-making behemoths shines another light behind the scenes on how they make money from us all.    

So, why did these things remind the Badger of his father’s words? Because in a small way they are all a manifestation of the downside of the ‘bandwagon effect’ which has spurred the digital world on over recent decades.  Social psychology tells us that people tend to align their beliefs and behaviour with those of a group, and this has certainly been evident with the growth of big tech and social media companies over the last 20 years.  When people see others adopt a product, service, or technology, then they think it must be good – or at least acceptable – and so they jump on the bandwagon!  Even IT outsourcing and offshoring have not been immune to the effect. When jumping on a bandwagon, the downsides of doing so emerge much, much later. One way or another, the three items that caught the Badger’s eye illustrate this point and also the dangers of having acted too fast years ago without thinking things through properly.  

Today’s younger generations are not immune to the ‘bandwagon effect’, which is why the Badger takes every opportunity to echo his father’s words. They should learn lessons from the past and especially that it is often perilous to act fast because mistakes will emerge long into the future and not be correctable.     

‘Finger trouble’…

Some days, no matter how hard you try, your fingers just don’t seem to do the right thing when interacting with a computer. Other days they accurately do the right thing every time. Most days for normal people, however, your fingers do a mixture of the two.  The Badger experiences the same phenomenon when playing his electric guitar, although in this case you can hear the finger trouble!   

When news broke last week, see here for example, that records in the UK Police National Computer (PNC) database had been wrongly deleted, the Badger, conditioned by decades in the IT industry, immediately suspected that ‘finger trouble’ would have played a part. It nearly always does somewhere along the line when operational services have issues. It was, therefore, no surprise that the UK policing minister said ‘…down to human error, some defective code was introduced as part of that routine maintenance earlier this week and that’s resulted in a deletion of some records …’.

The minister’s words trigger many questions about what happened and why, and why recovering deleted records is more difficult than one might anticipate.  The Badger was  immediately drawn to three things – possible complacency in routine maintenance, testing, and mechanisms for backup and recovery.  The media has concentrated on political points and ‘woe is me’ about the impact on arrests and prosecutions, but the uncomfortable truth is that events like the PNC will occasionally happen. The IT that is behind every facet of daily life is complex, handles huge amounts of data, and has been built and it is maintained by highly skilled and professional people, but there is no such thing as a guarantee of perfection. There is no immunity to finger trouble, and neither is there a crystal ball to predict ‘defective code’. The Badger therefore feels some sympathy for whoever pushed the button that deleted the PNC records.  

We’ve all had finger trouble and accidentally deleted things from our computers.  When it happens, it often provides a reminder that you should have backups!  In today’s world the amount of data created every day is staggering and the whole concept of backup and recovery for major IT systems, and the legal rules for retaining data, is very different to that of the Badger’s formative years in IT. It’s not a surprise, therefore, that deleted PNC records cannot simply be restored from a good old-fashioned, off-site, backup tape!

Nevertheless, the PNC issue should be a reminder for each of us to take regular backups of information that you never want to lose. These days it’s cheap to do and one day you might be relieved that you did. After all, the heavenly alignment of finger trouble, defective software, and/or defective hardware can align to cause a problem at any time.  

Change…

What a year it’s been! There can’t be many people across the globe who haven’t been touched in some way by personal, social, or economic impacts from the Covid-19 pandemic.  It would be very easy, as a New Year approaches, to not only indulge in hand-wringing sadness, regret, and despondency about the events of 2020, but also to speculate – with or without optimism – about the future. But there’s enough of that in the traditional media, on the internet, and on social media platforms, so the Badger set himself a challenge over the Christmas holiday to sum up both the last year and the future using just one word!

That word didn’t take long to emerge. It was streaks ahead of the alternatives. The word was ‘change’.   

This year has seen ‘change’ in nearly everything – how we shop, the structure and the nature of industry sectors, the profile of scientists, technologists and health and care professionals, the way we work, travel, and interact with other people, the shape of the economy and our cities, and our awareness of how the world really works. We now all know that rather than bombs and guns, things you cannot see which don’t respect geographic boundaries can wreak real havoc to our lives and threaten our species. We have also all seen just how dependent we are on global supply chains, digital technology, the well-being of the planet, and – indeed – on each other.

Change doesn’t stop, so the word ‘change’ is more than apt to describe the future. The First World War and the Spanish Flu pandemic of 100 years ago were triggers for major personal, societal, and economic change, and so its highly likely we’ll see the same once the Covid-19 pandemic abates but this time much, much faster.  Why? Because the pandemic has made us face the reality that the old ways really were truly unsustainable.

The Badger thinks we have all been reminded of one thing this year, that you can never be certain in life of what’s around the next corner.  Predicting the future is fraught with risk and disappointment, especially with the world continuing to be in a very difficult place. But with ‘change’ inevitable in 2021, the Badger thinks there’s only one New Year resolution for sensible people to make and that’s to  ‘embrace rather than resist the changes ahead’.   Whether we like it or not, change is a perpetual aspect of our lives. History shows that resisting it leads to disadvantage, avoidable anxiety, and ultimately personal, societal, and economic collateral damage that serves no one well. And on that point of philosophical reflection, the Badger wishes you well and that you have a better 2021 than 2020.

Tech regulation; learn the lessons of the past…

The Badger has just arranged for a headstone to be erected at the grave of a relative who passed-away some years ago. The process started with using Google to research the different types of  headstone, suppliers, pricing, and graveyard regulations. Having done the research, the Badger engaged a provider and arrangements were made using to the providers preferred business methods, namely good old fashioned telephone calls, letters and forms by post, and cheques for payments. Everything went smoothly and the headstone is now in place.

There was only one thing that was an irritant in the whole process – the flood of content, adverts, and unsolicited marketing that appeared in the Badger’s news, email, and social media feeds following the Google search queries!  Receiving unsolicited and unwanted suggestions about funeral plans, care homes, equity release, life insurance, will writing, and donating to charity via a will was just tiresome and a reminder that the big  tech giants track and use our behavioural data. If there was a single, simple, ‘Big Red Button’ that turned all that stuff off, then the Badger would have pushed it!  

Recent news that a Digital Markets Unit is being formed under the UK Competition and Markets Authority (CMA) (see here, here and here) to start limiting the power of big tech firms in the UK seemed like welcome news and a sign that politicians are starting to wake up.  In the USA, of course, Google is already in the cross-hairs of the US government for alleged anticompetitive abuses. At long last, governments around the world seem to be very slowly addressing regulation of the big tech giants which, let’s face it, are enormously powerful as well as being at the heart of the functioning of today’s modern society.

Sceptical about the need for regulation? Read the Financial Times article here. It points out that the 2008 banking crisis showed that careful oversight is needed when the public interest depends on businesses that exist to meet the needs of private capital providers. Before 2008, the approach of regulators to the way banks behaved was ‘principles based’, i.e. deliberately light touch. This relied too much on the banks’ abilities to govern themselves, and it failed. Similarities with the current approach with big tech are striking.  We should learn the lessons from the past! After all, isn’t that what the leaders of all corporations and governmental institutions are forever telling their employees and everyone else to do?

When speaking to the headstone provider, the Badger asked why – apart from a basic website – they hadn’t fully embraced the digital world. Simple, they answered. ‘We’ve stayed in business for over a century because we learn our lessons, one of which has been to always steer a cautious path through periods of innovation and change’. How very refreshing!     

Dark comedy and driverless cars…

What do you do if you if you’re just a neutral onlooker in another country and want some light relief from the dark comedy of the USA’s Presidential Election? Explore the current world of driverless cars!  At least that’s what the Badger did when the unrelenting media and social media coverage just emphasised the sadness of seeing a superpower having a nervous breakdown over two old men while struggling to come to terms with the threat to it’s world dominance from the powerhouse that’s modern day China.   As Richard Holway put it in a recent TechMarketView post, if these two men are the best candidates to lead the Western world then there is something seriously wrong!  

The dark comedy is not over yet and there will inevitably be a Netflix film in due course, so the Badger’s attention was easily redirected into the realm of driverless vehicles where technology evangelists have been promising for years that completely driverless cars will take over the roads. You’ll find a neat summary of the different levels of autonomous vehicle here. It’s Level 5 vehicles that are fully autonomous and can go anywhere with the presence of a driver completely optional and various companies and organisations are progressing vehicular technology along the path towards this holy grail. Progress is slowly being made and each year more automated assistance aids are finding their way into new vehicles, but that doesn’t mean Level 5 vehicles will be in widespread general use by us, the general public, on our roads in the foreseeable future.  

Why not? Because a) they aren’t in widespread military use yet, b) as this AutoExpress item points out, drivers haven’t been asked if they actually want completely autonomous cars, c) idealists are having to become more realistic, and d) legislation, liability apportionment, and insuring autonomous cars are still work in progress. It’s pretty safe to think that we’ll be driving vehicles ourselves for some decades yet.  The technology will continue to advance but history shows it’s the transition and transformation from a long established way of doing something to something new and different that presents the greatest challenge. People don’t change behaviour quickly, especially if they feel something is being imposed. So far there’s little information available on how driverless vehicles will be introduced for us to use in a way that preserves our freedoms, builds trust, and changes attitudes and behaviours. That’s why the Badger agrees with the AutoExpress item’s conclusion that the driverless car is a vehicle that 99% of us would happily live without!

The rollout of Level 5 driverless vehicles to the public is decades away and it’s likely to be another dark comedy if the Smart Meter and Smart Motorway programmes are anything to go by. Oh dear.  The phrase ‘dark comedy’ is emerging as a common theme in the modern world. Let’s hope things don’t morph from this into ‘horror’…

The bathtub and smartphone reliability…

If you’ve ever worked on a project that involves building a completely integrated system, or indeed a specific product involving the marriage of hardware and software,  then the chances are you’ve come across reliability engineering and the long-established bathtub curve.  If you aren’t familiar with the bathtub curve then this blog post gives a description of it in a ‘real world’ kind of way.  

What’s tweaked the Badger’s interest in reliability? Simple. Anger with a brand of smartphone. Just over 2 years ago the Badger purchased a new smartphone. Just before its warranty expired it gave up the ghost and wouldn’t charge. It was checked out under warranty and, as is often the norm these days, a brand new ‘n.1’ version of the device arrived as its replacement. This one, now slightly out of warranty, has recently decided that everyone the Badger calls, and everyone who calls the Badger, is a whisperer with a barely audible voice. Its grossly inconvenient, and there doesn’t seem to be a fix other than to return it to the factory who will probably just send out a new handset, again.

What irks is that there has been two fundamental problems with this brand’s device in just over two years – rather intolerable for a product that cost a significant sum.  At first the Badger thought he’d just been unlucky, until he came across a graph from a survey undertaken across smartphone brands by Which?  It shows that, on average, only 56% of smartphones are fault free after 3 years and only 14% are fault free after 5 years.  The Badger wondered if smartphone designers and manufacturers pay enough attention to reliability when engineering their products.  Of course, they will say they do, but is it really enough? If consumers pay hundreds of pounds, if not more, for a smartphone then isn’t it right for them to expect the average percentage fault free after 3 years to be higher than 56%?

The Badger is fully aware that a) obsolescence is likely to kick in before a smartphone really reaches the ‘wears out’ part of the bathtub, b) that with continuous hardware and software innovation in the smartphone market means fast obsolescence is just a fact, and c) that failure rates in most brands have reduced over the years. But the 2020 statistics for the global scale, use and importance of these small computers that provide everything in your pocket’ must surely mean the devices need the reliability levels of ‘critical infrastructure’. An average of 56% having faults after 3 years suggests that’s a long way off and the bathtub curve currently feels like it’s a completely horizontal line high up the Y axis from the outset!

There’s one final thing. The Badger will not be buying another smartphone from the brand that triggered the anger above. Customer loyalty has to be earned, and that means the product has to be fundamentally reliable.