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jsorgent says...

Three laws that are generally accepted as governing the spread of technology:
  • Moore's Law: formulated by Gordon Moore of Intel in the early 70's - the processing power of a microchip doubles every 18 months; corollary, computers become faster and the price of a given level of computing power halves every 18 months.
  • Gilder's Law: proposed by George Gilder, prolific author and prophet of the new technology age - the total bandwidth of communication systems triples every twelve months. New developments seem to confirm that bandwidth availability will continue to expand at a rate that supports Gilder's Law.
  • Metcalfe's Law: attributed to Robert Metcalfe, originator of Ethernet and founder of 3COM: the value of a network is proportional to the square of the number of nodes; so, as a network grows, the value of being connected to it grows exponentially, while the cost per user remains the same or even reduces.
Gordon Moore himself predicts that Moore's Law, as applied to integrated circuits, will no longer be applicable after about 2020 - when IC geometry will be about one atom thick. However, recent technology announcements about 3-D silicon, single-atom and spin transistors gives another twenty years of conventional doublings before the electronics limit is reached. Inevitably, other technologies, such as biochips and nanotechnology will come to the forefront to move the equivalent of Moore's Law inexorably forward.

In the past, with telephone modems, bandwidth seemed limited. But, already DSL and cable modems have extended everyday Internet communications to 500 kbps, and the upper limits for optical media broadband communications is clearly following Gilders Law. For mobile applications, third-generation (3G) cell-phone technology is just now being introduced which will allow wireless data interchange at baud-rates at least equivalent to DSL.

As more and more "nodes" become connected � products, equipment, people, organizations � Metcalfe's Law comes into play. The effectiveness and value of the Internet continues to increase exponentially.

Device Connectivity

The next era of connectivity � device connectivity � is poised to facilitate true value for end customers. Device networking allows product and service companies to communicate with their products, without the interruption that might be imposed on an end consumer. This allows both the supplier and the customer to benefit significantly.

Imagine any product you know being Internet-enabled � an automobile, a house, a washing machine, an office thermostat � these all have the potential to be networked. Skeptics think that this kind of "gadgetry" has few practical applications for the user of the product (do I really need to talk to my washing-machine?) But, it's not the consumers that initially have the most to gain from device networking � it's the businesses that support them.

Manufacturers will use their connected products to develop customer service relationships that ultimately recreate the nature of revenue growth and customer management in an information economy. Product companies will use device-networking technology to reduce, or even eliminate (for their customers) the hassles of product ownership. This allows the manufacturer to reduce costs, achieve revenue growth, and pursue new opportunity areas. Device networking is not only possible, but also essential.

Automation applications everywhere

In the industrial automation business, we should expect that virtually all industrial I/O products and processes would have significantly expanded embedded intelligence and connectivity. Consider these simple applications that extend automation methods from factory and process controls to a much broader range of applications:

There are hundreds of temperature measurements (coolers, freezers, etc.) in a typical supermarket. Although monitoring and control will provide major cost savings (assuring that the food is not spoiled because coolers have failed, or that energy is not wasted through over-refrigeration) the cost to physically wire the sensors to a central monitoring and control system has hitherto been prohibitive. Low cost wire-less sensors and controls allow quick and easy installation, plus movement of sensors and control points for optimal monitoring and cost-controls.

Another application is supervisory control and data acquisition (SCADA) for "tank-farms" � storage tanks for oils, chemicals and petroleum products that are physically scattered over a large area, perhaps several square-miles. Physically wiring of sensors, level controls, alarms, recorders, etc. is relatively expensive. Internet enabled sensors and controls with wireless connections provide a quick and effective solution.

In many applications like the ones described, once the measurement and control points are collected at a central monitoring hub, it is easy to provide web access for supervisory monitoring and control to be done seamlessly from any Internet connection, located anywhere in the world.

Startling Changes Coming

The combination of the 3 technology laws will soon bring startling changes. Within the next decade many people will have a couple hundred computers embedded in their clothes, communicating through a "personal-area-network" (PAN), with wireless connection to the Internet. Personal intelligence and local effectiveness will be enhanced significantly through effortless connection to the vast resources of the Internet.

Up late researching and finding some beautiful relics.

My question is, why haven't the startling changes arrived? Do we have too many owned/siloed platforms?

Filed under: moore's law

Markus says...

Vor ziemlich genau drei Jahren habe ich mal einen Blogpost getitelt "Ich habe die Zukunft des Spielfilms gesehen ...", nachdem ich mit meinem Sohnemann in Cars (dem Pixar-Film) war. Cars hat mich von der technischen Seite her wahnsinnig beeindruckt. Der Film ist selbstverständlich komplett im Computer entstanden. Trotzdem war Cars war nur noch da, wo die Filmemacher es wollten, zu erkennen, dass es sich nicht um Realaufnahmen handelte. Der Realismus ist an einigen Stellen extrem hoch. Ob Elemente realistisch oder cartoonig aussehen, ist in Cars keine Frage des "Könnens" mehr sondern eine rein gestalterische Entscheidung des Regisseurs. Das hat mir zu denken gegeben. Mein Fazit war:

Es mag blasphemisch klingen, aber nach Cars frage ich mich ernsthaft, wie lange man sich noch die Mühe machen - oder sich den Stress antun - wird, Filme in realer Umgebung zu drehen. Heute mag ein abendfüllender Film dieser Güte noch zig Millionen an technischen Produktionskosten verschlingen. Aber wenn das - nach Moores Law - in 10 Jahren jeder auf einem besseren Heim-PC rendern kann?

Heute bin ich über Spiegel Online, auf die aktuellen Beiträge zu Bitfilm-Festival gestoßen. Besonders beeindruckt hat mich Shelf Life, eine Art SF-Thriller aus der nahen Zukunft, ziemlich düster gemacht, wirklich spannend und vieler Hinsicht handwerklich sehr, sehr gut. Shelf Life ist ein 15-Minutenfilm, der komplett mit der HalfLife-Engine "gedreht" wurde - eine Technologie, die sich jeder für nicht mal 2.000 EUR auf den Schreibtisch stellen kann. Und was damit geht ... ist schon ziemlich cool. Nein, ich würde nicht behaupten, dass das nur annähernd in einer Liga mit Cars spielt (oder auch nur 3. Liga wäre, wenn Pixar in der 1. spielt.) Aber ... was ist in 10 Jahren, wenn ich die 30fache Rechenleistung für dieses Geld bekomme?

Was ich dann immer noch brauchen werde, sind gute Ideen, ein Drehbuch, Talent im Umgang mit der (virtuellen) Kamera etc. Aber ich werde kein Budget von mehreren Millionen mehr auftreiben müssen, um so einen Film Kino-Qualität zu produzieren zu können. "Richtige Filme" wird man dann im Keller oder Arbeitszimmer produzieren können. Wie heute schon Musik ... Spannende Zeiten, die da auf Hollywood zukommen (oder auf Babelsberg).

Filed under: moore's law

Andy says...

One of the foundations of this great country is that we believe in respecting the rights of the individual. This belief is founded on the Judeo-Christian doctrine that every life is valuable and the loss of even one life is like the loss of an entire world.

The rights of the individuals are enshrined in the Bill of Rights that establishes what we consider our fundamental human rights, such as freedom of speech, press, religion, due process, eminent domain, and many others.

The flip side of the protection of individual rights—which is sacred to us—is that it may occasionally come at some “expense” to the collective. This can occur when those individuals who may be adversely affected by a decision, hinder overall societal progress. For example, one could argue that society benefits from the building of highways, clean energy nuclear plants, even prison facilities. Yet, we frequently hear the refrain of “not in my backyard” when these projects are under consideration.

In my neighborhood, where a new train line is proposed, there are signs up and down the street, of people adversely affected, opposing it—whether in the end it is good, bad or indifferent for the community as a whole.

So on one hand we have the rights and valid concerns of the individual, yet on the other hand, we have the progress of the collective. Sure, there are ways to compensate those individuals who are adversely affected by group decisions, but the sheer process of debate—however valuable and justified, indeed—may slow the overall speed of progress down.

Why is this an especially critical issue now?

In a high speed networked world with vast global competition—nation versus nation, corporation versus corporation—speed to market can make a great deal of difference. For example, the speed of the U.S. in the arms and space race with Soviet Union left just one global superpower standing. Similarly, many companies and in fact whole industries have been shut down because they have been overtaken, leapfrogged by the competition. So speed and innovation does matter.

For example, in the field of information technology, where Moore’s Law dictates a new generation of technology every two years of so, the balance of speed to modernization with a foundation of sound IT governance is critical to how we must do business.

Fortune Magazine has an article called “China’s Amazing New Bullet Train (it leaves America in the Dust!)”

China’s new ultra-modern rail system will be almost 16,000 miles of new track running train at up to 220 miles per hours by 2020. China is investing their economic stimulus package of $585 billion strategically with $50 billion going this year alone to the rail system. This compares with the U.S. allocating only $8 billion for high-speed trains over the next three years. Note: that the high speed Amtrak Acela train between Boston and Washington, DC goes a whopping average speed of 79 mph.

One of the reasons that China’s free market is credited with amazing economic progress—for example, GDP growth this year projected at 8.3% (in the global recession)—is their ability to retain some elements of what the military calls a “command and control” structure. This enables decisions to get made and executed more quickly than what others may consider endless rounds of discourse. The down side of course is that without adequate and proper discussion and debate, poor decisions can get made and executed, and individuals’ human rights can get overlooked and in fact sidelined. (Remember the shoddy school construction that resulted in almost 7000 classrooms getting destroyed and many children dying in the Earthquake in China in May 2008?)

So the question is how do we protect the individual and at the same time keep pace—and where possible, maintain or advance our societal strategic competitive advantage?

It seems that there is a cost to moving too slowly in terms of our ability to compete in a timely fashion. Yet, there is also a cost to moving too quickly and making poorly vetted decisions that do not take into account all the facts or all the people affected. Either extreme can hurt us.

What is important is that we govern with true openness, provide justice for all affected, and maintain a process that helps—and does not hinder—timely decisions action.

We cannot afford to make poor decisions—these are expensive—nor do we have the luxury of getting caught up in “analysis paralysis.”

Of course, there are many ways to approach this. One way is to continue to refine our governance processes so that they are just to the individual and agile for our society by continuing to simplify and streamline the decision process, while ensuring that everyone is heard and accounted for. Recently we have seen the use of new information sharing and collaboration technologies, like those provided through social media—wikis, blogs, social networks and more—that can help us to do exchange ideas and work together faster than ever before. Embracing these new technologies can help us to pick up the pace of the vetting process while at the same time enabling more people than ever to participate.

Perhaps social media is one of the only things faster than China’s new bullet trains in helping us to progress how we do business in the 21st century.

Filed under: Moore's Law

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Filed under: Moore's law

garry says...

Electricity greatly improved our quality of life. But I'm not going to get excited about buying a basket of utility companies. Same for the Internet. Can't live without it, but can't live with it (in my portfolio).
--James Altucher via online.wsj.com

James Altucher will eat his words. To count tech out at a local minima is absolutely absurd. Fred Wilson is right: Tech is alive and well. But there are deeper reasons than what Fred Wilson mentions.

Other than computing technology, what field can boast exponential gains? Green tech is much talked about of late, but what are the rates of improvement for battery power, photovoltaics, and clean energy? Miniscule, in the single digit percentages. We can only wish for exponential advancement in almost all fields of technology. It's just not a reality.

With computers, we are blessed by the exponential curve of Moore's Law. Ray Kurzweil plots this exponential curve:

Just look at the innovation that has happened in 40 years. Bill Gates is famed to have said in 1998: "If General Motors had kept up with technology like the computer industry has, we would all be driving twenty five dollar cars that got 1000 miles/gallon."

Instead, GM has gone bankrupt, and now we have one-inch-thick netbooks that we can buy for less than $300 that provide 300,000x the computing power of the ENIAC, which cost $500,000 and filled a very large room in 1946!

The exponential march of software begets the exponential march of software capability. Software has gone more and more high level. Instead of slinging machine-readable bits, we started writing assembly. Then C/C++. Then Java and Perl. Now, Ruby and Python -- each step is less efficient for the computer but more efficient for the human. In 1946 you needed a PhD to even get near a computer, and only now are we seeing the rise of the truly interconnected, paperback computer that costs next to nothing but is indispensible for everyday life -- not just for an educated elite but for every person on the planet.

The advent of the Gutenberg printing press and modern mass-produced book changed society at its core -- at its basic fabric, humanity as a whole became more educated, more equal, more enlightened, and far more human, rising out of the depths of ignorance. The rise of cheap, ubiquitous books formed the modern world. But now we have a book that is infinite in length and unbounded in capability to teach, share, educate, and think.

So we've got an exponential engine of innovation, and it is transforming society before our eyes. And we're at a such a local minima where the WSJ is calling the whole engine dead.

We're still only beginning this mad experiment of infinite and ubiquitous computing. The greatest, most earth shattering software has yet to be created. On the upslope of an exponential, you'd be insane not to go long.

Filed under: Moore's law

Andy says...

The Holy Grail in communications has always been the drive to unify our messaging (data, voice, video) into a single device.

To this day, we continue to see vendors developing consumer products that combine as many of these functions as will possibly fit on a device.

For example, with the traditional copy machine, we have migrated to “all in one” devices that have copy, fax, scan, and print features. At the same time, cell phones have morphed into Personal Digital Assistants (PDAs), and have brought together traditional voice telephony with email, chat, web access, GPS, photos, videos, and an almost endless array of applets.  Similarly, computers are converging communications functions for email, voice over IP, photos, videos, social networking, and much more. While televisions are merging in features for web access, movies on demand, and so forth. 

Convergence is the name of the game--the consumer wants more functionality, more communications capability, more raw computing power, in single, smaller, and sleeker devices.

Ultimately, the vision for mobile communications was first epitomized by the Star Trek’s Communicator with universal language translation and later by the communications badge that with one tap put you in touch with Scotty who could beam you up to the Enterprise in a flash.

So with all the convergence in our communications gear, are we getting any closer to bona fide unified messaging systems?

I don’t know about you, but rather than less communications devices, it seems like I have more and more to fiddle and diddle with. At least two cell phones that balance on opposite sides of my belt (one is my personal phone and the other my work device) and I still have regular landlines at both home and work. Then there is my work computer and my home computer and remote access devices like air cards, tokens, and so forth. Of course, I have Skype, numerous email accounts, FaceBook, Twitter, Blogs, digital cameras, and various printing/copy/faxing/scanning devices to choose from. With various devices in just about every nook and cranny of my work and personal space, I’d say that my ability to community is certainly extensive, but unified, simple, user-centric—I don’t think so!

Government Computer News, 4 May 2009, reports: “Like the paperless office, unified messaging—storing and accessing various types of communications, from e-mail to voice mails, faxes and videos, in a single place—has been something of a chimera.”

With unified messaging, like the Holy Grail, it seems like the more we chase it, the more elusive it becomes.

Why?

Perhaps, we have a little bit of Moore’s Law running up against Murphy’s Law here. While the capability for us to do more computationally and functionally with ever smaller devices become greater and greater, the possibility of getting it all to work “right” becomes a greater and greater challenge. Maybe there are limits to how many functions a person can easily understand, access and conveniently control from a single device.

Think for a second about the infamous universal TV remote that has become the scorn of late night comedy. How many people get frustrated with these devices—all the buttons, functions, alt-functions, and so on that no reasonable person seems to care to learn. Or think about the 2 inch think operating instruction booklet that comes with the DVD player or other electronic devices that people are scared to even break the binding on. Then there are the PDA’s with touch screen keypads that you see people fat-fingering and getting the words all wrong. The list goes on and on.

Obviously, this is not user-centric architecture and it doesn’t work, period.

The consumer product company that gets “it”—that can design communications devices for the end-user that are functional and powerful with lots of capability and as close to unified as possible, but at the same time simple, compact, convenient, and easy to use (i.e. intuitive) will crack this unified messaging nut.

We cannot sacrifice ease of use for convergence!

Apple and RIM, in my experience, have probably come closest to this than any other consumer electronic companies, but even here it is a magnificent work-in-progress unfolding before our eyes.

I, for one, can’t wait for the Star Trek communications badge to become commercially available at the local Apple store. 

Filed under: Moore's Law

Andy says...

Intel is one of the most amazing companies. They are the world’s largest semiconductor company, and the inventor of the popular x86 microprocessor series found in most PCs. Intel has around $40 billion in annual revenue, and ranked 62 in the Fortune 500 last year.

The Wall Street Journal 27-28 September 2008 has an interview with CEO of Intel, Paul Ostellini, that offers some useful lessons for enterprise architects:

  • Plan for change—“A CEO’s main job, because you have access to all of the information, is to see the need to change before anyone else does.” It’s great when the CEO has access to the information for seeing ahead and around the curves, but many do not. Information is critical and leaders need plenty of it to keep from steering the enterprise off a cliff. An important role of enterprise architects is provide business and technical information to the CEO and other executives to give them clear vision to the changes needed to grow and safeguard the business. (Perhaps better information would have prevented or reduced the damage to so many companies in dot-com bubble a few years ago and the financial crisis afflicting Wall Street today!)
  • Question repeatedly—a prior CEO of Intel, Andrew Grove, taught him “Ask why, and ask it again five more times, until all of the artifice is stripped away and you end up with the intellectually honest answer.” It easy to accept things on face value or to make snap judgments, but to really understand an issue, you need to get below the surface, and the way you do this is to question and dig deeper. I think this is critical for enterprise architects who are evaluating business and technology and providing recommendations to the business that can potentially make or break change efficacy. Architects should not just capture information to plunk into the architecture repository, but should question what they are seeing and hearing about the business, validate it, categorize it, and analyze it, to add value to it before serving that information up to decision makers.
  • Measure Performance—“we systematically measured the performance of every part of the company to determine what was world class and what wasn’t. Then as analytically as possible, --we made the cuts…and saved $3 billion in overall spending.” Measuring performance is the only way to effectively manage performance. If decisions are to be anything more than gut and intuition, they need to be based on quantifiable measures and not just subjective management whim. Enterprise architects need to be proponents for enterprise-wide performance measurement. And not just at the top level either. Performance measures need to be implemented throughout the enterprise (vertically and horizontally) and dashboard views need to be provided to executives to make the measures visible and actionable.
  • Communicate, communicate—“I made it my job to communicate, communicate, communicate the positive message. I did open forums, I did Webcasts, I told the employees to send me questions via email and I’d answer them...you have to convince them through reasoning and logic, the accuracy of your claims.” Good communication is one of those areas that are often overlooked and underappreciated. Leadership often just assumes that people will follow because they are “the leaders”. NOPE! People are not sheep. They will not follow just because. People are intelligent and want to be respected and explained to why….communication early and often is the key. The approach to architecture that I espouse, User-centric EA, focuses on the users and effectively communicating with them—each the way they need to absorb the information and at the level that is actionable to them. Making architecture information easy to understand and readily available is essential to help make it valuable and actionable to the users. User-centric EA uses principles of communication and design to do this.
Intel, in its 40 year history, has repeatedly planned for change, measured it, and managed it successfully. Intel’s CEO, Gordon Moore, is the epitome of driving change. Moore, the founder of Moore’s Law, captured the exponential change/improvement in silicon chip performance—identifying that the number of transistors packed on silicon chip would double every two years. Intel’s subsequent obsession with Moore’s Law has kept them as the dominant player in computer processors and may lead them to dominance in cell phones and other mobile devices as well.

Filed under: Moore's Law

davestone says...

If history repeats itself, does the gap between repetitions decrease with innovation?

Filed under: Moores Law