1/ In 1968, former ARPA director J. C. R. Licklider published "The Computer As A Communication Device"
Given it was written right before the launch of the ARPANET, this is basically the founding document of the internet
And its predictions hold up remarkably well!
2/ For context: Mitchell Waldrop has called JCR Licklider "computing's Johnny Appleseed." As an ARPA director in the 60s, he basically funded half of the projects that became the internet
This paper was the brainchild of him & protege Bob Taylor, who later led Xerox PARC
3/ Licklider opens straight to the point:
"In a few years, men will be able to communicate more effectively through a machine than face to face."
"The programmed digital computer can change communication more profoundly than did the printing press and the picture tube"
4/ Networked computing existed before 1969. But the ARPANET was the first universal network, connecting different proprietary hardware / OSes. This was possible due to packet switching, with each node connected by new 'message processors' (basically the first routers)
5/ Licklider's paper is oftentimes cited as a precursor to cloud computing as much as the internet. Really, the two are intertwined
This 1968 description of a hypothetical ARPANET user basically sounds like developer opening up the AWS web console!
6/ Who's going to pay for the ARPANET? Moore's law will
7/ The promise of the ARPANET: inventing email, and… Zoom
"You will not send a letter or a telegram; you will simply identify the people whose files should be linked to yours"
"You will seldom make a phone call; you will ask the network to link your consoles together"
8/ One prediction that... hasn't quite panned out yet:
"You will seldom make a purely business trip, because linking consoles will be so much more efficient… you will spend much more time in computer-facilitated teleconferences"
9/ What else will be available via the ARPANET? Licklider proposed:
I've said it before, but I'll say it again: predicting the future is easy. Oftentimes the tech pioneers of the day will literally spell it out for you!
11/ The hard part is the gap between ideation and implementation. Despite the ARPANET launching in 1968, Licklider's ideas didn't *really* come to fruition until the invention of Netscape 26 years later
Are you prepared to wait that long?
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2/ This paper shows autonomous driving follows the same scaling laws as the rest of ML - performance improves predictably on a log linear basis with data and compute
This is no surprise to anybody working on LLMs, but it’s VERY different from consensus at Waymo a few years ago
3/ Waymo built its tech stack during the pre-scaling paradigm. They train a tiny model on a tiny amount of simulated and real world driving data and then finetune it to handle as many bespoke edge cases as possible
1/ Was this the biggest miss in the history of pharma? Apparently in 1990, Pfizer preemptively abandoned development of the first GLP1 drugs
Ozempic, Zepbound, Wegovy, Mounjaro, etc. were doing $60B+ in runrate revenues at the end of last year. None are made by Pfizer
2/ Source is this retrospective written by Jeffrey Flier (former dean of Harvard Medical School) about his biotech startup MetaBio in the late 1980s: muse.jhu.edu/article/936213
3/ MetaBio was founded in 1987. That was the year Joel Habener first reported GLP-1’s ability to stimulate glucose-dependent insulin secretion - in retrospect, the moment of “discovery” for GLP-1s
MetaBio became the first company in the world to license Habener’s GLP-1 patents
1/ If you really believe LLMs will dramatically compress the cost of software development in 3-5 years, doesn't this obviate the reason for independent software vendors to exist?
This doesn't seem obviously crazy to me - it'd just be a return to the days of mainframes
2/ When IBM invented the mainframe in the 50s, there were no independent software companies - IBM bundled their hardware with a COBOL compiler, which customers then used to write custom software themselves
3/ The world's first independent software vendors (e.g. ADR, Informatics, MSA) all started in the 60s as contract programmers - basically, consultants hired to write custom COBOL for clients - who then realized they could resell that custom code to multiple customers
1/ This internal 2007 Nokia presentation on the first iPhone is a really good example of how incumbents actually get disrupted
Oftentimes, the incumbent already knows what needs to be done. It's just that organizational incentives inhibit the incumbent from doing it
2/ This slide deck was posted on Hacker News earlier this week but just got taken down
I have no idea how they got their hands on a copy but it does look like a legit internal Nokia presentation from strategy team at the timenews.ycombinator.com/item?id=427247…
3/ Contrary to popular belief, people at Nokia in 2007 understood that the iPhone was a big deal
The iPhone's touchscreen would "set a new standard of state-of-art"
Nokia's own user interface paradigm was "in decline"
1/ I just finished a 2.5 week trip through China today, my first visit in about a decade. I was there for family reasons, but it also happened to be my first time in the country as a tech industry observer
My amateur travel journal on the China tech market -
2/ OBSERVATION #1 - Yes, everything really does run on WeChat
If you're a foreign traveler visiting China, you really must set up WeChat Pay and Alipay beforehand. For me, this was the Chinese equivalent of Whatsapp + Chrome + Venmo + my credit card + my subway card + Doordash
3/ I didn't use cash a single time on my 19 day trip. Everybody took WeChat Pay, from Michelin-starred restaurants, to McDonalds, to butchers at the farmers markets in tier 3 cities, to performing musicians in national parks