The Folly Laws of Predictions 1.0 Gordon Bell Microsoft ACM 97 ACM 97 THE NEXT 50 YEARS OF COMPUTING ACM 97
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The Folly Laws of Predictions 1.0 Gordon Bell Microsoft ACM 97 ACM 97 THE NEXT 50 YEARS OF COMPUTING ACM 97 ACM 97 THE NEXT 50 YEARS OF COMPUTING Copyright 1997 ACM, Association for Computing The files on this disk or server have been provided by ACM. The files distributed by this server have been provided by ACM. Copyright and all rights therein are maintained by ACM. It is understood that all persons copying this information will adhere to the terms and constraints invoked by ACM’s copyright. These works may not be reposted without the explicit permission of ACM. Reuse and/or reposting for noncommercial classroom use is permitted. Questions regarding usage rights and permissions may be addressed to: [email protected] ACM 97 James Burke Master of Ceremonies ACM 97 ACM 97 ACM 97 ACM 97 GORDON BELL ACM 97 The Folly Laws of Predictions 1.0 Gordon Bell Microsoft ACM 97 “ market for maybe five computers. ” I think there is a world Thomas Watson Senior, Chairman of IBM, 1943 ACM 97 ACM 97 Harvard Mark I aka IBM ASCC ACM 97 ACM 97 Predictions require some history. The computer hadn’t been invented. Watson’s prediction held for 10 years. You need history to predict. ACM 97 ACM 97 ACM 97 “ “ Card readers will peak at 1500 cards per minute by 1974 and then their use will decline. ” Advances in cores, wire, and thin film will provide large memories with one million words by 1976. ” Navy Delphi Panel 1969 ACM 97 ACM 97 “ I’ll bet we’ll be manufacturing cores in 1980. ” H. Lamire VP Manufacturing, Digital 1975 ACM 97 ACM 97 A technology can come from nowhere and wipe you out! MOS memories and micros were introduced in 1972. By 1976, MOS memories wiped out core memories. ACM 97 ACM 97 Moore’s Law 60%/yr. Memory -- 4 x size every 3 years 10 G 1G 100 M 10 M 1M 100 K 10 K 1K 0.1 K 1970 1980 1990 2000 2010 ACM 97 ACM 97 “ Moore’s Law predicts 2.55 PetaBytes/chip in 30 years. On 1/97 a U.of Minn. team stored one electron in a cell at this density. ” Nathan Myhrvold Microsoft, 1/97 ACM 97 ACM 97 ACM 97 Top 108 reasons we predict 10. A vision and challenge ACM 97 ACM 97 Top 108 reasons we predict 10. A vision and challenge 7. To plan and avoid surprises – – MBA schools say so To maintain staff & budget ACM 97 ACM 97 Top 108 reasons we predict 10. A vision and challenge 7. To plan and avoid surprises – – MBA schools say so To maintain staff & budget 6. To extract great gobs of money – – With a petaflops, we could … It’s our “Grand Challenge” ... ACM 97 ACM 97 ACM 97 Top 108 reasons we predict 5. You have to: business plans, … grants 4. To stimulate new “zero growth” markets and lure investors into new ventures ACM 97 ACM 97 Top 108 reasons we predict 5. You have to: business plans, … grants 4. To stimulate new “zero growth” markets and lure investors into new ventures 3. A job. “Futurists” do it for pay. 2. To celebrate anniversaries and have conferences ACM 97 ACM 97 Top 108 reasons we predict 1. To bet on the future and earn $$$s. ACM 97 ACM 97 “ AT&T will not have screwed up its purchase of NCR by 1996. ” anon 1992 ($100) ACM 97 ACM 97 “ By 1997 Video-on-Demand will be available and operating in six cities and... ” Raj Reddy & Ed Lazowska 1992 (winners get fed) ACM 97 ACM 97 “ By April 1, 2001 videophones will ship in 50% of the PCs and be in use. ” Gordon Bell vs Jim Gray 1996 (one paper, loser gets fed) ACM 97 ACM 97 ACM 97 For short-term predictions, bet against the optimist. They are likely to be wrong. Longer term, science-based predictions have a good chance ... wait 11 years (Mead’s Rule) ACM 97 ACM 97 For short-term predictions, bet against the optimist. They are likely to be wrong. Longer term, science-based predictions have a good chance ... wait 11 years (Mead’s Rule) Organizations usually behave poorer than anyone can predict ACM 97 ACM 97 ACM 97 “ “ “ “ Future computers are BOTH cheaper AND faster model posited Semiconductor companies may make the computers We need networks, else people are the network that serve computers Semiconductors (bipolar) just improve for 6 more years Gordon Bell “ Future of Computing” ACM at MIT, 1972 97 ACM 97 Progress will continue for just 6 more years! One generation beyond the product being worked on If you are actually doing it as an engineer ... you tend to be very conservative ACM 97 ACM 97 “ Everything cyberizable will be in Cyberspace! ” Gordon Bell and Jim Gray ACM,ACM 1997 97 Outline Cyberspace: platforms, networks, and cyberization ACM 97 ACM 97 Outline Cyberspace: platforms, networks, and cyberization Some Laws from failed predictions Useful exponentials for prediction Computers we might predict ACM 97 ACM 97 Cyberization: interface to all bits and process information Coupling to all information and information processors ACM 97 ACM 97 Cyberization: interface to all bits and process information Coupling to all information and information processors Pure bits Bit tokens State: places, things, and people State: physical networks ACM 97 ACM 97 “Everything will be in Cyberspace” Is this a challenge? Our goal? Our quest? or Fate? Cyberization enables new computing platforms that require new networks to connect them – Infrastructure supports the content – Three evolutionary dimensions ACM 97 ACM 97 Cyberspace: A Network of ... Networks of ... Continent Body Region/ Intranet Home Campus World ACM 97 ACM 97 Cyberspace: one, two or three networks? Data Telephony Television ACM 97 ACM 97 Cyberspace: A spiraling quest in 3D real space Computation Communication Cyberization ACM 97 ACM 97 Some more Laws from failed predictions to guide the journey into Cyberspace ACM 97 ACM 97 “ There is no reason anyone would want a computer in their home. ” Ken Olsen President, Chairman and founder of Digital, 1977 ACM 97 ACM 97 “ UNIX is Snake Oil. ” Ken Olsen 1987 ACM 97 ACM 97 “ I wouldn’t put my company on the Internet. ” Ken Olsen, Chairman Modular Computer Systems http://www.mod.com ComputerWorld 1996 ACM 97 ACM 97 Equating yourself to the average “user/buyer” is risky . . . unless you’re an average user. ACM 97 ACM 97 “ Some form of voice I/O will be in common use by 1978 at the latest! ” A computer will interpret “ simple spoken sentences by 1975. ” Navy Delphi Panel Bernstein, 1969 ACM 97 ACM 97 “ Speech systems will be commercialized because all significant steps have been made. ” Harry Olsen RCA Labs, 1962 ACM 97 ACM 97 Speech typewriter: Microphone analyzer code typer pages With translation: Microphone analyzer code translator code typer pages Translated speech: Microphone analyzer code translator code synthesizer output speech ACM 97 ACM 97 Speech predictions are optimistic and have been wrong. Mobs and especially committees predict poorly. ACM 97 ACM 97 “ ISDN will be ubiquitous by 1985. ” Irwin Dorros, VP Long Lines ATT, 1981 “ Unfortunately, ISDN is still likely to become the ubiquitous connection, by default, for the next 5 years.” ACM 97 Gordon Bell, ACM 1997 Network bandwidth becomes available slower than the most conservative prediction. ACM 97 ACM 97 We under-estimate the devastating power of companies & planners, lawyers & government, to foul up predictions. But to really foul up requires an econometric model! ACM 97 ACM 97 ACM 97 “ Parallel processing computer architectures will be in use by 1975. ” Navy Delphi Panel 1969 ACM 97 ACM 97 “ In Dec. 1995 computers with 1,000 processors will do most of the scientific processing. ” Danny Hillis 1990 (1 paper or 1 company) ACM 97 ACM 97 “ A 50 X LISP machine “ A 1,000 node multiprocessor ” Tom Knight, Symbolics ” Gordon Bell, Encore DARPA, 1985 Strategic Computing Initiative (SCI) All of ~20 HPCC projects failed! ACM 97 ACM 97 Bell Prize winners 1987-1997 Speedup: 2000X Moore’s law: 100X Spend more: 2X ECL CMOS: 10X Teraflops 100 Gigaflops 10 Gigaflops Gigaflops ACM 97 ‘87 ‘89 ‘91 ‘93 ‘95 ‘97 “ Petaflops by 2010 ” DOE Accelerated Strategic Computing Initiative (ASCI) ACM 97 ACM 97 “ 1997-2010: Over a Petaflops is possible ” Gordon Bell, ACM 1997 Moore’s Law 100-450x Spend more ($100M $500M) 5x Centralization of centers 3x Commoditization (competition) 3x ACM 97 ACM 97 Parallel processing is a constant distance away. “ “ Our vision ... is a system of millions of hosts… in a loose confederation. ” Users will have the illusion of a very powerful desktop computer through which they can manipulate objects. ” Grimshaw, Wulf, et al CACM Jan. 1997 ACM 97 Predictions are easy… especially about parallelism. Doing is hard. Predictions about parallelism were risky… now they are predictable. ACM 97 ACM 97 “ “ There will always be plenty of things to compute ... With millions of people doing complicated things. ” memex … stores all his books, records, and communications, and ... can be consulted with speed and flexibility ” “ Matchbook sized, $.05 encyclopedia ” “ Speech to text ” Head mounted camera, dry photography “ ” Vannevar Bush c1945 ACM 97 ACM 97 Steve Mann in Cyberspace ACM 97 ACM 97 Moore’s Law is based on data and understanding. Faith in science and a vision can be used as a predictor… but being Vannevar Bush and being really lucky helps! ACM 97 ACM 97 Predicting with data when change is exponential Exponentials let you predict anything you want. But beware of how you use them! ACM 97 ACM 97 1. We get more ACM 97 ACM 97 2. New overtakes old ACM 97 ACM 97 3. Things get cheaper ACM 97 ACM 97 4. Newer & cheaper wins? Old Old New New ACM 97 ACM 97 “ If we couldn’t predict the Web, what good are we? ” Bob Lucky, Vice President Bellcore, 1995 ACM 97 ACM 97 Exponentials change everything … you can’t see ‘em coming! ACM 97 ACM 97 Internetters growth 12000 10000 8000 6000 4000 2000 0 ‘95 World Population extrapolated at 1.6% per year Internet Growth extrapolated at 98% per year ‘96 ‘97 ‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ACM 97 ACM 97 Internetters growth 10000 World Population TVs & Phones 1000 “1 Gp by 2000” Negroponte PCs 100 Internetters 10 ‘95 ‘96 ‘97 ‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ACM 97 ACM 97 ACM 97 Computing and communication predictions: processing, memory, and networks ACM 97 ACM 97 EDSAC (c1949) ACM 97 ACM 97 Extrapolation from 1950s: 20-30% growth per year Tera Giga Processing Mega Kilo 1 1947 1957 1967 1977 1997 97 2007 ACM 1987 ACM 97 Extrapolation from 1950s: 20-30% growth per year Tera Giga Storage Backbone Processing Memory ?? Mega Kilo 1 1947 Telephone Service 17% / year 1957 1967 1977 1997 97 2007 ACM 1987 Microprocessor performance 100 G Peak Advertised Performance (PAP) Real Applied Performance (RAP) 41% Growth 10 G Giga 100 M 10 M Moore’s Law Mega Kilo 1970 1980 1990 2000 2010 ACM 97 Gains if 20, 40, & 60% / year 60%= Exaops 1.E+21 1.E+18 40%= Petaops 1.E+15 20%= Teraops 1.E+12 1.E +9 1.E+6 1995 2005 2015 2025 ACM 97 ACM 97 2035 2045 New overtakes old ACM 97 ACM 97 Processor performance 1000 100 10 Bipolar processors 9000 RISC shift 1 VAX 0.1 CMOS microprocessor 0.01 1970 1975 1980 1985 1995 2000 ACM 97 1990 Things get cheaper ACM 97 ACM 97 Computers by price are stable. Lower priced computers form! new models come at constant price and increased effectiveness ACM 97 ACM 97 Newer & cheaper wins? Old Old New New ACM 97 ACM 97 “The mainframe is dead! … and for sure this time!” P R I C E Mainframe Server PC ACM 97 ACM 97 Predictable computers The network computer System-on-a-chip industry Home Area Network Body Area Network: “on body”, “Guardian Angel” ACM 97 ACM 97 CMU wearable computers ACM 97 Medtronics Implanted Cardioplastic ACM 97 4 Experts Predict Bionics Wired, February 1997 Hi-Fi Cochlear Implants 2005 Bionic Limbs 2013 Artificial Vision 2040 Bionic Person (unlikely) ACM 97 ACM 97 Observations on predicting Existence proofs are essential, otherwise it’s faith and luck. Numbers and data are our friends. Bet on predictors who are grounded, intuitive, imaginative, and lucky. Because it could, doesn’t mean it will. It’s usually just the economics, stupid! ACM 97 ACM 97 Everything will be in cyberspace ACM 97 ACM 97 ACM 97 ACM 97 ACM 97 GORDON BELL ACM 97