Ascription is an Anathema to any Enthusiasm

These three items come together in my head.

Saw this today:

Samsung Electronics said Tuesday that it will launch two mobile computers in early June that will do away with hard drives altogether, replacing them with 32 gigabytes of NAND flash memory. … Unfortunately for U.S. consumers, both will be sold in Korea only.

While previously I saw this go by:

Owners of Apple Computer’s new MacBook consumer notebooks will find that upgrading or replacing the computer’s hard disk is as simple as adding more memory.

Together those reminded me of this…

…prompted South Korea’s Samsung to offer Apple a deep discount and be willing to dedicate 40% of its flash-memory manufacturing capacity to seal the deal.

Even though I recall the details of that last item being very murky, I think it’s pretty clear we can expect the first US release of a hard driveless portable to be from Apple. August MacWorld?

Flash based secondary storage creates some interesting options in physicality, power, programing, database, and OS design; it will be interesting to see how that shakes out. Can anybody think of some new applications it enables?

If you visit my blog you might notice that at the bottom of each posting there is a link for reporting typos. Since I installed that I get about one report for each posting I make, and about one a week from some random visit to an old posting. From time to time somebody reports two or three typos in a batch. I also get torrent of spam thru that UI, but that’s no big deal.

Recently some kind soul has been working submitting a lot of typos. Here’s the list of posting he (or she) has happened to report typos on so far.

• That was Quick
• Universal Demand for Quality
• Cones
• Town Cable Contract
• Who’s the Pitcher
• del.icio.us
• Stuff Addiction II
• Design Traps
• Building Houses on Sand
• What is Social Software
• Trustable Tagging Agents
• Just Push the Button!
• Intergeneration Income Patterns
• R scoping, assignment, confusion
• Imagine
• Love it or Leave it
• How to Get Rich

Who ever you are, thank you very much!

Back in the dark ages, before web sites had feeds, I’d visit the website of a Bay area consulting firm once or twice a month. It was a fun place were the nutty ideas of the sixty’s counter culture would get framed up for sale to moguls of silicon valley. Never mind that Apple sues Apple; it was all very chummy; these folks all went to school together during the 60s.

One of the meta-meme’s I captured from that venue was the trick of importing ideas from the natural world - e.g. ecology, biology, agriculture, sociology, evolution - into my own problem spaces - i.e. software architecture, project management, business architecture, etc. Though fraught with opportunities for error, this is an extremely fecund technique.

Here’s a nice example, pointed out by Sam of the technique.

Which brings our attention to the term apotheosis.

A mechanism by which one cell dies if it becomes severely mutated as a means of protecting the entire organism.

Traditional Apache HTTPD has a very very primitive example of apotheosis. There you have a swarm of child processes that handle the incoming HTTP requests. You can configure these children to commit suicide after N requests.

I have built systems where processes commit suicide for assorted reasons. Lack of customer is one. Memory bloat is a common one. It is often a lot easier to have them die than fix all the legacy problems that cause them to leak this or that resource. And then I have built systems where suicide and murder are used when various handshaking patterns fail. These are useful when you can’t control some of the components.

But to tell the truth I find the apotheosis idea much more interesting at the social network level. Since it connects to the whole suite of puzzles that are discussed in Group Thing, Exit, Voice, and Loyality, and go by various cliches: “Seppuku,” “Fall on Your Sword,” “Spend more time with my family.” And in turn reminds me of this marvelous quote.

To the untraveled, territory other than their own familiar heath is invariably fascinating. Next to love, it is the one thing which solaces and delights. Things new are too important to be neglected, and mind, which is a mere reflection of sensory impressions, succumbs to the flood of objects. Thus lovers are forgotten, sorrows laid aside, death hidden from view. There is a world of accumulated feeling back of the trite dramatic expression–”I am going away.” - Theodore Dreiser in “Sister Carrie”

This is the kind of blog posting that requires a disclaimer. No this is not about any current situation in any portion of my many lives. If it were I would not have posted it!

Consistently following the advice to “Buy cheap, sell dear” requires that you know something the market doesn’t. Consider a very simple example. Two towns one has abundant amounts of oysters, so abundant that the local population is sick of them; meanwhile in the second town oysters are a delicacy. A trader can make a good living moving oysters between the two; but only so long as he can keep his sources secret. The lack of transparency enables the profit; or more generally the information asymmetries between the two towns.

I was very amused by a story that appears in the early pages of Frank Partnoy’s book Infectious Greed. In this story a trader discovered way to trade between two markets; rather than moving oysters he moved information. The markets were currency markets; a private market and a public market. So in one market his actions were visible, i.e. they generated information, while in the second market they were largely invisible.

While all commerce, markets, etc. are, to a degree, about risk it’s particularly helpful at this point to introduce a point about betting. If you wish to place a $100 bet on your home team there are an infinite number of ways you might do that. For example you might place a $300 dollar bet on the home team and a compensating $200 bet on the opposing team. That may seem like an odd choice but notice that it allows you, with nearly total honesty, to go around telling everybody you bet $200 dollars on the opposing team. It lets you signal the opposite of your true intentions. That creates an information asymmetry, one that you control.

The public/private markets enable the same pattern. If you can trade in both a public and a private market for the same good; but only one of these trades will generate an signal about your intentions. If your trades are large enough you can move the market with that signal.

In the story the trader played this game with the international currency markets. He actually had two pairs of markets he could play this game in. First he had the traditional currency market and the currency options markets which were at that time not well connected. Secondly he had public exchanges and private, so called over the counter, deals he could make. There is a short paragraph in the midst of the story about how his boss got a call from New Zealand’s central banker demanding that he stop toying with their currency.

Because benefits can flow to market actors from information asymmetries most commercial dialog is permeated by a subtext of information hoarding. In some scenarios, like the one above, the appearance of an abundance of information might be a signal that information is scarce in an adjacent market. I think this is a rarely realized element of why open source appears so suspicious to some commercial observers.

Appearing in Tilly’s book “Why”:

Effective commons goverance is easier to achive when (i) the resources and the use of the resources by humans can be monitored, and the information can be verified and understood at relatively low cost (e.g. trees are easier to monitor fish, and lakes are easier to monitor than rivers); (ii) rates of change in resources, resource-user populations, technology, and economic and social conditions are moderate; (iii) communities maintain frequent face-to-face communication and dense social networks - sometimes called social capital - that increase the potential fo trust, allow people to express and see emotional reactions to distrust, and lower the cost of monitoring behavior and inducing rule compliance; (iv) outsiders can be excluded at relatively low cost from using the resources (new entrants add to the havested pressure and typically lack understanding of the rules); and (v) users support effective monitoring and rule enforcement.

That sentences is from “The Struggle to Govern the Commons” (pdf). Very interesting how poor the match is between that list and the situation with Open Source.