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Next week at Defrag I’ll be giving a talk titled “Resistance is Futile”. I’ll be talking about my premise that the machines have already taken over. A few days ago a friend of mine emailed me a perfect image to summarize where we are today. Ponder and enjoy.
I’ve worn glasses since I was three years old. I was trying to look at something on my iPad yesterday without them on and I heard Amy burst out laughing with “you really can’t see a thing without your glasses.” True – my eyes are defective. I’ve contemplated getting LASIK’s a few times but chickened out each time – if 42 years of glasses have worked, I expect another 42 will be just fine.
For years I’ve fantasized about getting glasses that have a heads-up display (HUD) integrated into them. This HUD would be connected to a computer somehow, which would of course be connected to the Internet, which would then give me access to whatever I wanted through my glasses. I can’t remember a sci-fi movie over the past decade that didn’t have this technology available and since my jetpack now seems like it’s finally around the corner (I’m hoping to get one for my 46th birthday), I have hope for my HUDglasses.
The pieces finally exist since I’m carrying a computer in my pocket (my iPhone or my Android) that’s always connected to the Internet. My glasses just need bluetooth to pair with my phone, an appropriate display, a processor, a camera, and the right software. Optimally I could control it via a spatial operating environment like Oblong’s g-speak.
I’m interested in investing in a team going after this. The magic will be on the software side – I want to work with folks that believe the hardware will be available, can integrate existing products, are comfortable with consumer electronics products, but are obsessed with “assembling the hardware” and “hacking the software.”
If this is you, or someone you know, please aim them at me. In the mean time, I tried to hunt down Tony Stark but don’t have his email address.
A post in the New York Times this morning asserted that Software Progress Beats Moore’s Law. It’s a short post, but the money quote is from Ed Lazowska at the University of Washington:
“The rate of change in hardware captured by Moore’s Law, experts agree, is an extraordinary achievement. “But the ingenuity that computer scientists have put into algorithms have yielded performance improvements that make even the exponential gains of Moore’s Law look trivial,” said Edward Lazowska, a professor at the University of Washington.
The rapid pace of software progress, Mr. Lazowska added, is harder to measure in algorithms performing nonnumerical tasks. But he points to the progress of recent years in artificial intelligence fields like language understanding, speech recognition and computer vision as evidence that the story of the algorithm’s ascent holds true well beyond more easily quantified benchmark tests.”
If you agree with this, the implications are profound. Watching Watson kick Ken Jennings ass in Jeopardy a few weeks ago definitely felt like a win for software, but someone (I can’t remember who) had the fun line that “it still took a data center to beat Ken Jennings.”
While that doesn’t really matter because Moore’s Law will continue to apply to the data center, but my hypothesis is that there’s a much faster rate of advancement on the software layer. And if this is true it has broad impacts for computing, and computing enabled society, as a whole. It’s easy to forget about the software layer, but as an investor I live in it. As a result of several of our themes, namely HCI and Glue, we see first hand the dramatic pace at which software can improve.
I’ve been through my share of 100x to 1000x performance improvements because of a couple of lines of code or a change in the database structure in my life as a programmer 20+ years ago. At the time the hardware infrastructure was still the ultimate constraint – you could get linear progress by throwing more hardware at the problem. The initial software gains happened quickly but then you were stuck with the hardware improvements. If don’t believe me, go buy a 286 PC and a 386 PC on eBay, load up dBase 3 on each, and reindex some large database files. Now do the same with FoxPro on each. The numbers will startle you.
It feels very different today. The hardware is rapidly becoming an abstraction in a lot of cases. The web services dynamic – where we access things through a browser – built a UI layer in front of the hardware infrastructure. Our friend the cloud is making this an even more dramatic separation as hardware resources become elastic, dynamic, and much easier for the software layer folks to deploy and use. And, as a result, there’s a different type of activity on the software layer.
I don’t have a good answer as to whether it’s core algorithms, distributed processing across commodity hardware (instead of dedicated Connection Machines), new structural approaches (e.g. NoSql), or just the compounding of years of computer science and software engineering, but I think we are at the cusp of a profound shift in overall system performance and this article pokes us nicely in the eye to make sure we are aware of it.
The robots are coming. And they will be really smart. And fast. Let’s hope they want to be our friends.
As a user, how often have you thought “I wish this web service was faster.” As a CEO, how often have you said “just make it faster.” Or, more simply, “why is this damn thing so slow?”
This is a not a new question. I’ve been thinking about this since I first started writing code (APL) when I was 12 (ahem – 33 years ago) on a computer in the basement of a Frito-Lay data center in Dallas.
This morning, as part of my daily information routine, I came across a brilliant article by Carlos Bueno, an engineer at Facebook, titled “The Full Stack, Part 1.” In it, he starts by defining a “full-stack programmer“:
“A “full-stack programmer” is a generalist, someone who can create a non-trivial application by themselves. People who develop broad skills also tend to develop a good mental model of how different layers of a system behave. This turns out to be especially valuable for performance & optimization work.”
He then dissects a simple SQL query (DELETE FROM some_table WHERE id = 1234;) and gives several quick reasons why performance could vary widely when this query is executed.
It reminded me of a client situation from my first company, Feld Technologies. We were working on a logistics project with a management consulting firm for one of the largest retail companies in the world. The folks from the management consulting firm did all the design and analysis; we wrote the code to work with the massive databases that supported this. This was in the early 1990′s and we were working with Oracle on the PC (not a pretty thing, but required by this project for some reason.) The database was coming from a mainframe and by PC-standards was enormous (although it would probably be considered tiny today.)
At this point Feld Technologies was about ten people and, while I still wrote some code, I wasn’t doing anything on this particular project other than helping at the management consulting level (e.g. I’d dress up in a suit and go with the management consultants to the client and participate in meetings.) One of our software engineers wrote all the code. He did a nice job of synthesizing the requirements, wrestling Oracle for the PC to the ground (on a Novell network), and getting all the PL/SQL stuff working.
We had one big problem. It took 24 hours to run a single analysis. Now, there was no real time requirement for this project – we might have gotten away with it if it took eight hours as we could just run them over night. But it didn’t work for the management consultants or the client to hear “ok – we just pressed go – call us at this time tomorrow and we’ll tell you what happened.” This was especially painful once we gave the system to the end client whose internal analyst would run the system, wait 24 hours, tell us the analysis didn’t look right, and bitch loudly to his boss who was a senior VP at the retailer and paid our bills.
I recall having a very stressful month. After a week of this (where we probably got two analyses done because of the time it took to iterate on the changes requested by the client for the app) I decided to spend some time with our engineer who was working on it. I didn’t know anything about Oracle as I’d never done anything with it as a developer, but I understood relational databases extremely well from my previous work with Btrieve and Dataflex. And, looking back, I met the definition of a full-stack programmer all the way down to the hardware level (at the time I was the guy in our company that fixed the file servers when they crashed with our friendly neighborhood parity error or Netware device driver fail to load errors.)
Over the course of a few days, we managed to cut the run time down to under ten minutes. My partner Dave Jilk, also a full-stack programmer (and a much better one than me), helped immensely as he completely grokked relational database theory. When all was said and done, a faster hard drive, more memory, a few indexes that were missing, restructuring of several of the SELECT statements buried deep in the application, and a minor restructure of the database was all that was required to boost the performance by 100x.
When I reflect on all of this, I realize how important it is to have a few full-stack programmers on the team. Sometimes it’s the CTO, sometimes it the VP of Engineering, sometimes it’s just someone in the guts of the engineering organization. When I think of the companies I’ve worked with recently that are dealing with massive scale and have to be obsessed with performance, such as Zynga, Gist, Cloud Engines, and SendGrid I can identify the person early in the life of the company that played the key role. And, when I think of companies that did magic stuff like Postini and FeedBurner at massive scale, I know exactly who that full system programmer was.
If you are a CEO of a startup, do you know who the full-stack programmer on your team is?
About a month ago I wrote a post titled Trying Gmail For A Week. I haven’t thought about Outlook, Entourage, or Mac Mail for a month and I don’t think I’m ever going back. It took about a week to rewire my brain for how conversations worked and what the keyboard shortcuts were, but not that I’m there it’s just awesome.
A few weeks ago Fred Wilson wrote a post titled Inbox Zero. In it he mentioned two Gmail services he found indispensable – Priority Inbox (from Google) and Unsubscribe.com (from James Siminoff who created Phonetag, another great service.) I agree with Fred on both of these, but have discovered a few extra things that are killer. I’ll list them below and for balance talk about a few shortcomings.
Priority Inbox: I’ve seen numerous tweets and blogs about how Priority Inbox doesn’t really do much. These are wrong / misinformed reactions. The trick to Priority Inbox, like many other things, is to actually use it for a few weeks. Part of using it is training it by quickly marking things up to “important” (by clicking +) or down to “everything else” (by clicking -). A small configuration change can make Starred emails (for quick follow up) a different category. I found that it only took about three days of this before I saw benefit and now (a month later) Priority Inbox gets it right 99 out of 100 times. I get over 500 emails a day – there is a long list of them that fall in “Everything Else”. I used to have to check / clear email obsessively throughout the day to stay at Inbox Zero. With Priority Inbox I’m finding solid email stretches a couple of times during the day are more than enough for me to stay on top of everything.
Unsubscribe.com: Like many people, I’m stuck in the endless “unsubscribe from email lists” infinite loop. I get vigilant for a few days and do the annoying unsubscribe drill one by one and knock a few off the list, but within a few weeks I’ve got even more. I’ve never seemed to be able to eliminate all the stuff I don’t want, especially around an election when it all escalates like crazy. With Unsubscribe.com, I simply click the Unsubscribe button in Gmail and the service gets rid of it. Don’t bother with the trial – trust me and just pay $19 for the service for a year if endless mailing list email that you don’t want is a problem for you.
Google Voice: I’ve had a Google Voice for a long time but I never fully switched over to it. The Google Voice integration with Gmail has tipped me over. I’ve been dreaming about getting rid of my desktop phone for a while – I now find myself almost exclusively doing every call from my computer except when I’m not online (where I have to use my cell phone.) More importantly, video chat and text chat is completely integrated within Gmail so from one screen I have email, my phone (inbound and outbound calling) Skype-equivalent video chat, and text chat. While I still use Skype extensively (I’m bradfeld) I find I’m using it much less as I end up using email@example.com instead.
Gist: I’m an investor in Gist and use it for my unified contact manager. Google Contacts is ok, but has a long way to go. But Gist integration with Gmail at a data level is superb. I’m still using Gmail’s consumer service so the integration is primarily at a data level, but I’m now playing around with a full switch over to Google Apps and the Gist + Google Apps integration (via the Google Apps Marketplace) just rocks. In addition, there’s a new browser-based Gist add-on coming out shortly (hint hint) that will provide direct integration into the consumer version of Gmail.
GooTasks: Since I am an Inbox Zero guy, I don’t keep anything (including paper), but I do have a short task lists of things like blog posts I’m going to write. I went through an Evernote phase recently but it’s overkill for me. Google Tasks is perfect, but I didn’t have an obvious way to sync with my iPhone. Now I do.
There are a handful of annoying things. The biggest one is that I have multiple accounts on Google (firstname.lastname@example.org as well as email@example.com) and they aren’t tightly integrated across all services. The other is the weak / inconsistent iPhone integration which keeps pushing me toward using an Android phone full time (I’m now carrying both an Android phone and an iPhone.) My dad’s recent story on the Samsung Fascinate has me seriously considering a full time switch over to Android.
My “while I’m working” migration from a full Windows / Outlook / Exchange / Office world to an almost completely non-Microsoft world has been fascinating. I’m in Seattle next week including a 24 hour stretch at Microsoft for some stuff – maybe it’ll come up and be an interesting discussion that my friends at Microsoft can learn from. In the mean time, I think the next big switch will be an organization one completely over to a Google Apps infrastructure.