The Colonization of Cyberspace Gordon Bell Senior Researcher Microsoft Corporation November 1999 © 1999 by Gordon Bell.
Download ReportTranscript The Colonization of Cyberspace Gordon Bell Senior Researcher Microsoft Corporation November 1999 © 1999 by Gordon Bell.
The Colonization of Cyberspace Gordon Bell Senior Researcher Microsoft Corporation November 1999 1 © 1999 by Gordon Bell. All Rights Reserved. In Silicon Valley, the Internet is all we think about. Is it just greed??? • The internet has created (redistributing) more wealth than any other phenomena. • $200 B valuation; $2 B sales; -$0.2M return. • WWW may be grossly over-hyped! • Long run, the hype is likely to be justified. • USA is <5% of the world population. • Silicon Valley is <0.01% of this population. • More people learning English in China than speak it in the rest of the world 2 © 1999 by Gordon Bell. All Rights Reserved. Why organizations e.g. governments and companies don’t yet understand it • No direct experience (children tell them) computing has advanced rapidly because we like to building systems for our use • Inward looking when at home… inertia and there are always other problems and interruptions to deal with • We mix among like professionals • The change is exponential: You don’t see it coming. The past may not matter! It is hard to understand until it is you. © 1999 by Gordon Bell. All Rights Reserved. 3 Agenda • Everything cyberizable will be put into cyberspace! Goal, quest, or fate? • The demand side • Platform, network, and cyberization technologies evolution • Internet (PC)-TV gateway: TV and audio • Internet-POTS gateway: handhelds & phones • The race toward E-Services startups! • Some apps: Administrivia and financial Telepresentations Telecollaboration industries 4 © 1999 by Gordon Bell. All Rights Reserved. Everything cyberizable will be in Cyberspace! Goal? Quest? or Fate? Continent In Body On Body Car Region/ Intranet Home Campus, World including SANs Fractal Cyberspace: a network of … networks of … platforms 5 © 1999 by Gordon Bell. All Rights Reserved. Cyberization: interface to all bits and process information • Coupling to all information and information processors e.g. people • Pure bits e.g. paper, newspapers, video • Bit tokens e.g. money, stock • State of: places, things, and people • State of: physical networks 6 © 1999 by Gordon Bell. All Rights Reserved. Internet boom hurts overnite delivery 7 © 1999 by Gordon Bell. All Rights Reserved. 8 © 1999 by Gordon Bell. All Rights Reserved. Book page 9 © 1999 by Gordon Bell. All Rights Reserved. Cyberspace: A spiraling quest in 3D real space Computation Services based on content! Communication Cyberization Programs, Content & Messages 10 © 1999 by Gordon Bell. All Rights Reserved. Cyberspace: one, two or three networks? in 2005, 2010, 2020 Data Telephony Television Will we have gateways? 11 © 1999 by Gordon Bell. All Rights Reserved. Demand: All the graphs go up and to the right ... after 25 years! 12 © 1999 by Gordon Bell. All Rights Reserved. Percent of homes with WWW Coverage 13 © 1999 by Gordon Bell. All Rights Reserved. Purchasing on the net 14 © 1999 by Gordon Bell. All Rights Reserved. Internetters growth 12000 10000 8000 World Population extrapolated at 1.6% per year 6000 4000 2000 0 ‘95 Internet Growth extrapolated at 98% per year ‘96 ‘97 ‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 15 © 1999 by Gordon Bell. All Rights Reserved. Growth in hype vs reality WWW books, Infoway newspapers regulation Infoway speculation “how great it’ll be” (politicians Infoway addiction conferences lawsuits 16 © 1999 by Gordon Bell. All Rights Reserved. Data from Gordon’s WAG Several near term bets I’ve made 2001: NOT One billion internet users (N. Negroponte) 2001: 1/2 of commercial PCs will have cameras (Gray) 2001: NOT 10K WSs communicate @ 1 Gbps (Reddy) 2004: NOT More LEPs than LCDs or E-ink… (Hauser, Prod. Mgr. E-ink) 17 © 1999 by Gordon Bell. All Rights Reserved. Why the bet of 1 billion users on the net is a keystone bet! It determines the market for for networks access devices… especially PCs It says something about the utility commerce communication entertainment Increased network capacity & ubiquity enables phones videophones television serendipity 18 © 1999 by Gordon Bell. All Rights Reserved. What technology will we build with? How will it evolve? 19 © 1999 by Gordon Bell. All Rights Reserved. The two great inventions The computer (1946… realised in 1948). Computers supplement and substitute for all other info processors, including humans Memories come in a hierarchy of sizes, speeds, and prices… the challenge is to exploit them Computers are built from other computers in a iterative, layered, and recursive fashion The Transistor (1946) and subsequent Integrated Circuit (1957). Processors, memories, switching, and transduction are the primitives in well-defined hardware-software levels A little help from magnetic, photonic, and other transducer technologies 20 © 1999 by Gordon Bell. All Rights Reserved. Performance in Mflop/s Growth of microprocessor performance 10000 1000 100 Cray 2 Cray Y-MP Cray C90 Alpha RS6000/590 Alpha RS6000/540 Cray X-MP Cray 1S 10 Cray T90 Supers Micros i860 R2000 1 0.1 0.01 8087 80387 6881 80287 21 © 1999 by Gordon Bell. All Rights Reserved. Bell’s Law of Computer Class Formation Log price Technology enables two evolutionary paths: 1. constant performance, decreasing cost 2. constant price, increasing performance Mainframes (central) Mini WSs PCs (personals) Time Handheld ?? 1.26 = 2x/3 yrs -- 10x/decade; 1/1.26 = .8 1.6 = 4x/3 yrs --100x/decade; 1/1.6 = .62 © 1999 by Gordon Bell. All Rights Reserved. 22 Bell’s Nine Computer Price Tiers 1$: 10$: 100$: 1,000$: 10,000$: 100,000$: 1,000,000$: 10,000,000$: 100,000,000$: embeddables e.g. greeting card wrist watch & wallet computers pocket/ palm/telephone portable computers • personal computers (desktop) departmental computers (closet) site computers (glass house) regional computers (glass castle) national centers Super server: costs more than $100,000,000 “Mainframe”: costs more than $1 million an array of processors, disks, tapes, comm ports 23 © 1999 by Gordon Bell. All Rights Reserved. Platform evolution: What do they do that’s useful? How do they communicate? 24 © 1999 by Gordon Bell. All Rights Reserved. Changing Internet access Info Appliances Hand-helds Connected PCs (WWW) Discrete PC (email) Cellphones & phone access Set-tops & NCs Game Consoles 1985 1995 2005 Sources: Network Computer Inc. & IDC © 1999 by Gordon Bell. All Rights Reserved. 25 Number of U.S. Subscribers using high speed interconnections 9 8 7 6 5 4 3 2 1 0 1999 Cable © 1999 by Gordon Bell. All Rights Reserved. 2001 DSL Wireless 2003 Satellite NXGEN 26 The evolution of 2.0 wireless data standards UMTS 2Mbps 0.8 0.4 0.2 0.1 0 EDGE 384kbps GPRS 115kbps HSCSD Circuit data 57.6kbps <9.6kbps 1997 1998 1999 2000 2001 2002 © 1999 by Gordon Bell. All Rights Reserved. 27 USA Today 1 Sept. 99 Video... Plus >>B/W Nomadicity Universality 28 © 1999 by Gordon Bell. All Rights Reserved. 29 © 1999 by Gordon Bell. All Rights Reserved. Radio 30 © 1999 by Gordon Bell. All Rights Reserved. Ch 54 (Boulder) announcement 9/8/99 31 © 1999 by Gordon Bell. All Rights Reserved. 1988 Federal Plan for Internet 32 © 1999 by Gordon Bell. All Rights Reserved. P lus M aximum T runk S pe e d and M ax/M in S witch S pe e d R e quire d in the Inte rne t Internet growths vs time courtesy of Dr. Larry Roberts 100 Pbps Voice Crossover 10 Pbps 1 Pbps 100 Tbps $100 M 10 Tbps $10 M 1 Tbps Voice Traffic 100 Gbps Max. Switch Speed 10 Gbps $1 M $100 K OC-192 1 Gbps OC-48 100 Mbps OC-3 10 Mbps OC-12 T3 T1 1 Mbps 100 Kbps OC-768 $100 K 56 KB 1997 Breakpoint Max. Port Speed Internet Traffic 10 Kbps 1 Kbps 100 bps 10 bps 33 © 1999 by Gordon Bell. All Rights Reserved. 1970 1975 1980 1985 1990 1995 2000 2005 2010 Desktop-desktop @ 1 gbps http://research. microsoft.com/ ~gray/papers/ Win2K_1Gbps.doc 34 © 1999 by Gordon Bell. All Rights Reserved. 35 © 1999 by Gordon Bell. All Rights Reserved. Virtuous cycle of bandwidth Increased Demand Increase Capacity (circuits & b/w) Standards Create new service Mail/ FTP/ Telnet Lower response time WWW Audio Video Voice! 36 © 1999 by Gordon Bell. All Rights Reserved. Minutes to transfer various data 100.00 10.00 POTS ISDN T1 1.00 Eth'net 25 Mb 0.10 1 Floppy 20 Flop's © 1999 by Gordon Bell. All Rights Reserved. 100 MBy 600 MBy 1.9 GBy 9 GBy 37 In a decade we can/will have: more powerful personal computers processing 10-100x 4x resolution (2K x 2K); Very large, room sized displays? Very small watch-sized displays low cost, storage of one terabyte for personal use adequate networking???? ubiquitous access = today’s fast LANs One chip, networked platforms including light bulbs, cameras everywhere, etc. Some well-defined platforms that compete with the PC for mind (time) share watch, pocket, body implant, home more cyberization… the challenge… interfacing platforms and people. 38 © 1999 by Gordon Bell. All Rights Reserved. Storing all we’ve read (written), heard (said), & seen (participated in or presented) Human data-types read text, few pictures /hr 200 K /day (/4yr) 2 -10 M/G /lifetime 60-300 G speech text @120wpm speech @1KBps 43 K 3.6 M 0.5 M/G 40 M/G 15 G 1.2 T video-like 50Kb/s POTS video 200Kb/s VHS-lite 22 M 90 M .25 G/T 1 G/T 25 T 100 T video 4.3Mb/s HDTV/DVD 1.8 G 20 G/T 1P 39 © 1999 by Gordon Bell. All Rights Reserved. Living in Cyberspace … the home infrastructure being always connected is essential ...or why cable tv or ADSL or ubiquitous fast, wireless is critical for continued growth 40 © 1999 by Gordon Bell. All Rights Reserved. Infrastructure 41 © 1999 by Gordon Bell. All Rights Reserved. Another big bang? Internet to TV and audio: The Net, PC meet the TV “milliBill” Home CATV Video capture PC broadcasts are mixed into home CATV in analog and/or MPEG digital © 1999 by Gordon Bell. All Rights Reserved. Settop box Analog/digital cable distribution Ethernet Home network Basic ideas: 1. PC records or plays thru video cable channels. 2. PC “broadcasts” art images, webcams, presentations, videos, DVDs, etc. 3. Ethernet not cable? 42 PCTV a.k.a. MilliBillg Using PCs to drive large screens e.g. tv sets, Plasma Panels Gordon Bell Jim Gemmell Bay Area Research Center Microsoft Research © 1999 by Gordon Bell. All Rights Reserved. Copyright 1999 Microsoft Corporation 43 PCTV: A home CATV Server Television/Computing Convergence •A PC server broadcasts “content*” to TV sets directly or to all sets using the home CATV distribution •The PC captures TV streams for filtering, storage, replay, etc. ala TiVO and ReplayTV •Cameras and the web provide content *Content: art, photos, PPT Albums, webcams, plain old TV, home video, DVD, MTV, games… © 1999 by Gordon Bell. All Rights Reserved. For display on 16 x 9 format … or 852 x 480 Fujitsu Plasma 44 Panel 45 © 1999 by Gordon Bell. All Rights Reserved. I stretched the canvas. 46 © 1999 by Gordon Bell. All Rights Reserved. 47 © 1999 by Gordon Bell. All Rights Reserved. 48 © 1999 by Gordon Bell. All Rights Reserved. Cousins, Aunts, Uncles etc. 49 © 1999 by Gordon Bell. All Rights Reserved. Webcams 50 © 1999 by Gordon Bell. All Rights Reserved. The Next Convergence POTS connects to the Web a.k.a. Phone-Web Gateways Web Server PSTN Voice to WEB Bridge The Web DataBase 51 © 1999 by Gordon Bell. All Rights Reserved. WebOnPhone Mission: Enable voice and text access on phones, screen phones, PDAs and other devices to existing Internet infrastructure in an intelligent, customizable way. WebOnPhone 52 © 1999 by Gordon Bell. All Rights Reserved. All the services build on the evolving infrastructure 53 © 1999 by Gordon Bell. All Rights Reserved. Internet (circa 1999) Courtesy of Zindigo Ventures Content Syndication $2B+ ** Content Syndicators Internet Services $170B* Infrastructure $171B* © 1999 by Gordon Bell. All Rights Reserved. Personal/Employee Data Access Web Hosting Applications & Middleware Computers & Operating Layer Software Network Hardware/Protocols 55 The Nature of E-services Only electrons, no atoms e.g. inventory Verticals: ERP, benefits, time card, travel, performance rev, payroll, calendars, procurement, facilities, marketing tools, Transaction (filing, retrieval) under control of individual from browser, not an administrator, department, or corporation Alternative to: manual, home grown apps, or retooled large legacy licensed apps e.g. Oracle, Peoplesoft, SAP Information is stored at the service NOT on premise with the organization providing it Service up and running instantaneously. 56 © 1999 by Gordon Bell. All Rights Reserved. ERP E-Services Definition: ERP E-services provide human resources and the back office (time and expense reporting, invoicing, purchase order management, hiring and performance plans) as an outsourced monthly Web service. 57 © 1999 by Gordon Bell. All Rights Reserved. Http://wwww.medicalogic.com Internet-based service for keeping medical records electronically …EMR No on site or in office equipment except a browser and printer Facilities rapid input and record retrieval accessible anywhere at anytime patient accessible prescription drug interaction, advice, etc. 58 © 1999 by Gordon Bell. All Rights Reserved. 59 © 1999 by Gordon Bell. All Rights Reserved. MS internal home for adminstrivia 60 © 1999 by Gordon Bell. All Rights Reserved. Paperless paychecks 61 © 1999 by Gordon Bell. All Rights Reserved. Stock options 62 © 1999 by Gordon Bell. All Rights Reserved. Impact on the financial industries: Eliminating the atoms that represent money, ownership, … risk and replacing them with electrons… 63 © 1999 by Gordon Bell. All Rights Reserved. New or old money… it’s just bits Credit ATM / Prepaid Check Cash © 1999 by Gordon Bell. All Rights Reserved. Prepaid 64 Put those checks & statements in Cyberspace or eliminate them! 65 © 1999 by Gordon Bell. All Rights Reserved. Buying & selling stock: what a pain! Faxes? (Electronic signatures are becoming “legal”.) Acrobat 4 has tamper-proof signatures! 66 © 1999 by Gordon Bell. All Rights Reserved. Paperless transactions: put them all in Cyberspace 67 © 1999 by Gordon Bell. All Rights Reserved. Telepresentations: The 2nd killer app? 68 © 1999 by Gordon Bell. All Rights Reserved. Telepresentations Being there (e.g. meeting, lecture, conference) Without Really Being There (or Then) Presenter or audience need not be physically present Reach a wider audience “I have a schedule conflict.” Anybody with a web connection can participate Reduce costs No need to travel to attend or participate in a presentation Education & training, corporate communication 69 © 1999 by Gordon Bell. All Rights Reserved. 70 © 1999 by Gordon Bell. All Rights Reserved. Telepresentation Elements Slides Audio Video Script, text comments, hyperlinks, etc. 71 © 1999 by Gordon Bell. All Rights Reserved. Telepresentations will be a well-defined app by 2001. ACM97 was the first telepresented conference with Mbone multicast & servers that host the conference cf. http://www.research.microsoft.com/acm97 Bet: More people will view the conference from Cyberspace than that attended it. Big question: will telepresentation technology AKA tele-learning affect learning and education? 72 © 1999 by Gordon Bell. All Rights Reserved. Telecollaboration… The next “killer tele-app”?? Or just a tremendous challenge interacting to achieve a common objective … basically, its communications enabling or disabling people 73 © 1999 by Gordon Bell. All Rights Reserved. Telework: It takes screens, sound, and bandwidth, stupid 74 © 1999 by Gordon Bell. All Rights Reserved. http://research.microsoft.com/barc/GBell/ How to Fail at Videoconferencing Lack of ubiquity: it must obey Metcalfe’s Law Call set up: hard, time-consuming, require training Small screens, destroy spatiality, eliminate visual cues No gaze awareness, limit screen area; only 2-D figures or avatars Audio: high latency and poor quality Fail to beat the competition! The phone is ubiquitous, requires no manuals or training, low latency, ok audio The targets: audio quality, 3-D in every sense, and gaze awareness © 1999 by Gordon Bell. All Rights Reserved. 75 Four steps to video-telephony enabling telemeetings Very low cost IP telephony must first become ubiquitous (bandwidth, jitter, lower latency) Evolve audio to provide spatial awareness aka stereo and quad. Add multi-party, scalability, mbone… Make recording easy. This will enable meeting persistence and minutes. 76 © 1999 by Gordon Bell. All Rights Reserved. End 77 © 1999 by Gordon Bell. All Rights Reserved.