Archive for the 'Predictions' Category

Settling into a warmer future

December 23rd, 2009 — Wordman

It is pretty clear that the world has been warming up over the last 150 years. It doesn’t really matter if you just shoveled two feet of snow off your driveway (as I did). It also doesn’t matter whether you believe the temperature increase is caused by human activity or not. Nor does it really matter that 150 years is nothing on a geological time scale; chances are that these higher temperatures will reign for the majority of your remaining natural life.

Teams from the various governments of the world, most of which do believe that this warming is man made, nevertheless failed to take any meaningful action when they met in Copenhagen last week. Most are blasting this as a “failure”, a “disaster” or, at least, “disappointing”. Instead, though, it really should be viewed as exactly what it was: the result of a number of diverse, self-interested parties acting completely rationally. That no magical concord came out of this is totally unsurprising. Likewise, no such concord will come out of the next such meeting, nor the one after that.

In other words, get used to it being hotter.

So, how to best do that? People seem to assume that every aspect of global warming is automatically bad. This is certainly not the case. How best to take advantage of its advantages? And how best to minimize its disadvantages?

What follows suggests some advice on how to prosper in a hotter world. One caveat: it is tailored to people living in the United States. Some of it might happen to be applicable to those of you reading from other countries, but you’re on your own. Which brings us to the first point:

  1. Assume that nationalism will increase. As the ecosystem adjusts to higher temperatures, the status quo of resource allocation will change. In some places it will get better, in some places worse. Nations will want new sources for what they used to have, and will want to take advantage of and protect what they have gained. In the short term, interruption of existing systems and their rearrangement will result in a net decrease in whatever the system produces or manages. So, not only will nations be trying to rearrange the shares of the pie, the pie will be getting smaller. This will make many countries grumpy, insular and tribal.
  2. Budget more for food. The “shrinking pie” will be most noticeable in the area of food production. It will be shocked hard, and will take a while until people figure out what works the a higher temperature world. While some have thought a lot about preventing this, it will probably happen anyway. In addition to the shrinking pie, pushes for renewable energy will divert more of the river of corn that feeds America into fuel production. (Since it seems like corn is killing us, this may not be a bad thing.) All of this will conspire to raise food prices, which have already risen quite a bit. You might want to start looking for local food or start growing some of your own to offset the higher costs.
  3. Move slightly north. At a very loose approximation, if you want to stay living in the climate you grew up in, you’ll need to shift a few degrees of latitude toward the pole. If you stay where you are, it will get hotter. But north of you is already colder, so moving there as it also heats up will keep your average temperature the same. Obviously, climate is more complicated than this, so you need to allow for terrain and such, but the basic idea is that if you find your current location becoming unbearable, somewhere more palatable is probably not that far away.
  4. Move slightly inland. If you are living right on the beach, you might want to sell now. While the really alarming maps of sea levels rising turn out to be BS, no one is really that sure about how sea level change works. If you look at a bunch of different effects and guess a bit, you reach a reasonable estimate of a one meter rise in sea level by 2100. This would be pretty bad news in Asia and parts of Europe, but not so much the U.S., unless you live right on the beach. Or in Florida. And, I wouldn’t move back into New Orleans. But, in general, the map doesn’t change much for a one meter rise, so just moving back a bit from the coast should be sufficient.
  5. Don’t be overly concerned with species extinction. So far, billions of species have gone extinct (something like 99.9% percent of all species that have ever existed are no more). Hundreds of species (90% or which were never cataloged) will go extinct this year. One will probably be extinct by the time you finished reading this post. Naturally, this species probably will be something dull, like a plant, or ugly, like a beetle, so won’t get as much press as, say, a polar bear, but it’s dead just the same. Yet this has happened every day of your life and, somehow, the remaining 10 million species on the planet have soldiered on (even if we’ve only cataloged three out of every 20 of them). Now, one of the concerns about this hot spell is that, geologically speaking, the temperature change is quite rapid and it is the rapidity of the change that speeds extinction, not the change itself. The idea is that a change can be so fast than nature can’t keep up. For example, assume a forest 25 miles across lives in a “viability zone”, beyond which it’s plants cannot survive. North of the zone, it is too cold; to the south, too hot. Suppose this zone is slowly shifting north. This isn’t really a problem for the forest. Even though the plants don’t move, the forest can “migrate” is by spreading north with new seed, while letting the southern border die off. But, assume that this zone instantly, magically shifts 100 miles to the north. That forest (and the species that rely on it) is now screwed because it can’t keep up. Even if the rapid temperature rise shifts these zones faster than nature can keep up, however, one force probably will be able to work around this: man. You can bet, for example, that corn will “migrate” north as temperatures increase as fast as man can carry it. (Also, it turns out that the “shrinking forest” problem is not likely anyway, as plant populations expand in conditions where temperature and CO2 rise in tandem.)
  6. Have faith in science. Assuming CO2 really is killing the world, the worse it gets, the more likely (i.e. cost-effective) it will be that science can solve the problem. Imagine, for example, a magical machine that sucks in CO2 and uses energy from the sun to pull out the carbon atom, releasing O2 into the atmosphere and embedding the carbon in some fixed medium. With enough such machines, CO2 is reduced, life goes on. Considering that billions of these “magical machines” already exist (they are called “plants”), it’s not much of a stretch to guess that science will be able to replicate (and probably improve) this idea synthetically as artificial trees or some such.
  7. Assume environmentalists will rail against solutions that don’t involve environmentalism. Solutions like artificial trees are collectively known as geoengineering, and environmentalists generally tend to hate them. Sometimes, such as when the idea is particularly bad, this hatred makes sense (usually because there are some obvious unintended consequences). But some environmentalists, usually the most vocal, will reject even ideas that demonstrably meet the goals they claim to have, if the idea uses a method other than the one they are really pushing. As an example, even if the artificial tree concept was able to meet any arbitrary CO2 concentration goal for, say, three dollars, there would still be environmentalists shouting it down and saying that clearly we should instead be spending billions to prevent the evil corporations from producing CO2 in the first place. (Such objections would, among other things, ignore the notion that, once emitted, about half of the CO2 stays in the atmosphere for 40+ years, so even stopping all emissions wouldn’t have any effect for generations while, meanwhile, artificial trees could be removing that CO2 immediately.) Bank on furor like this happening and causing political strife. Also bank on the profit that will be realized by those that ignore it.
  8. Don’t count on science. Faith in science isn’t like faith in religion: it is only rewarded when it was warranted in the first place. Faith in something like artificial trees (which is basically just a chemistry problem that already has at least one known solution) shouldn’t be blindly extended to everything, especially when there is good reason to doubt that science can help. As an example, science appears to be reaching the limits of how much it can improve crop yields, not necessarily due to limits in science, but rather limits in photosynthesis. Likewise, sometimes even low-cost science that sounds like an interesting idea treats the symptom, not the disease, so leaves much of the problem unsolved. The message here: learn more science, so you can tell the difference.
  9. Avoid political goals that require global agreement or action. There will probably be a time when the whole planet will be able to agree on something enough to act mostly in unison, but you are unlikely to live to see that time. (Or, if you do, it will be because things have become so bad that there is no other choice, which is beyond the scope of this post.) Consequently, political action expended towards goals that require this will be more profitably spent elsewhere. As one example, if all of the money and effort currently expended in the U.S. in pursuit of some kind of global climate policy (something the U.S. does not and cannot control by itself) had instead been spent attempting to to rid the U.S. of its dependence on foreign oil (something the U.S. can control by itself), we would have gotten a lot more bang for the buck (and, ironically, would have likely reduced our CO2 emissions more than we did barking futilely up the global climate tree). This goes hand in hand with the point above about nationalism.
  10. Assure a supply of fresh water. This is harder than it sounds, and will become moreso. Whiskey’s for drinking, water’s for fighting. Since 20% of the world’s fresh water is in the Great Lakes, you might want to mosey that way. (And, hey, that’s probably north and inland from you as well.) While it isn’t one of the six drinks that changed history, water is about to be the seventh.
  11. Realize that climate change is not the only (or even the most important) issue. Many of the concerns mentioned above really come down to issues of resource scarcity, and population growth is likely to put much more stress on such resources than climate change will. Mostly likely, while climate change is reducing the supply of things like food and fresh water, population growth will be driving up demand at the same time. In fact, it may be small consolation to realize that all of the problems “caused” by climate change would probably be getting worse even if the temperature wasn’t rising, because the population is still increasing. So, enjoy the weather.

Popularity: 1% [?]

Yeah, good luck with that

October 9th, 2009 — Wordman

A quick prediction:

The president’s camp will prove to be completely unprepared for how many of Obama’s own supporters will bail on him over his Nobel Prize. All new presidents quickly gain some tarnish once they take office, but should he accept this award (and maybe even if he refuses it), the number of die-hard liberals I’ve seen literally rolling their eyes about it this morning suggests he’s about to loose a good chunk of the people who elected him.

Popularity: 1% [?]

What’s missing in Saturn coverage

October 1st, 2009 — Wordman

A few months back, when General Motors could no longer escape its own incompetence, Saturn was put on the chopping block. It got an unexpected reprieve when Penske, an auto-parts maker, offered to buy it. The reprieve ran out today, when Penske backed out of the deal. So, now the press bids good riddance to Saturn in a number of eulogy-like stories.

All of these journalists seem to be missing a huge part of the story, though, with the kind of “don’t bother looking under the surface” reporting I can’t stand.

The AP story says:

Although GM and Penske reached a tentative agreement to sell the brand in June, the deal collapsed Wednesday after Penske was told by an unidentified manufacturer that its board had rejected a deal to make cars for the new Saturn.

And then… that’s it. Nothing. No information about who this “unidentified manufacturer” might have been, or why they didn’t want to deal. This is unfortunate on two counts: 1) it’s where the real story is and 2) it isn’t that difficult to figure out.

If you get your news from something other than traditional sources, you might have noticed a story still playing out around another tattered remnant of GM: Opel. In a probably increasingly common union of Canadian and Russian companies, Opel is about to be sold to Canadian car parts maker Magna and Russian bank Sberbank.

So what? Well, many people (including, evidently, all journalists) don’t realize that most of Saturn’s recent product line are just relabeled Opel models. This makes it extremely likely that the “unidentified manufacturer” who wouldn’t sell cars to Penske is Magna.

Given that they are both in the auto parts business, it might make sense at first glance why Magna wouldn’t want to help competitor Penske. But it gets more complicated as you think on it more. Why would Magna, who is just getting into the car business, pass up a huge (and highly loyal) built-in market for their new product by refusing to work with Saturn-under-Penske? I can only think of five possibilities:

  1. They are idiots. They have let hatred for a competitor blind them to a good opportunity. Maybe I’m optimistic, but I’d like to think that this isn’t the reason.
  2. They fear a long term merger. It seems to me the inevitable result of cooperation between Magna and Penske in Saturn would eventually result in a merger, hostile or otherwise. Magna may figure that they would be worse off for such a thing. I’m less sure of this reason, but it still smells wrong.
  3. They don’t care about the American market. As Opel is mostly a European brand, it may be that they have enough to handle without adding in the American market as well. This seems implausible, given that Penske would be doing all the work in America in this scenario, and also that Magna is a Canadian company.
  4. They consider the Saturn brand a liability. Read any of the previously linked eulogies of Saturn and most of them mention Saturns as being mediocre cars. It could be that Magna has convinced itself that pitching the Opel directly to America would work better for them. They could be right, but turning your back on millions of already loyal customers seems a might risky.
  5. They want Saturn for themselves. It could be that Magna was betting on exactly what happened: that if they didn’t deal, Penske would walk, leaving Saturn ripe for picking. Even if they only bought pieces of it (branding, customer databases, some dealerships), they would have a huge head start on penetrating the American market.

Of all these, the last seems more likely to me. Which means the current reports of Saturn’s death may be exaggerated.

Popularity: 1% [?]

Behold…

August 27th, 2009 — Wordman

The BBC World Service aired a 20 minute documentary recently called “Selling cheese to the Chinese”. The title makes it sound a bit like a puff piece, and it even starts a bit like one, but it isn’t. Bits of it have been rattling around in my head for the past few days. If you really want see the power if cheese or, more importantly, predict the future of China and the West, you should give this piece a serious listen to the end.

These five things stand out to me:

  1. Around five minutes in, a woman says “Even though we are in an economic crisis, we see an increase every single of week of Europeans landing here with their suitcases and a dream, and they want to make it.” Has the American dream moved to China already?
  2. “One seemingly innocuous comment surprises me… ‘Only very old people know about Chinese culture’, says one girl.” China has one of the longest lasting cultures on Earth, but the Communists more or less obliterated it from living memory. So the young now have no grounding in in the old ways. This is good and bad for the West, it seems to me. On the one hand, it means that making cultural in-roads into China will meet much less resistance from the youth of China, particularly the rising middle class. On the other hand, it also may mean that China’s historical insularity, which sometimes worked to its detriment on the world stage (and the West’s benefit), may be over. I suspect that the end result will be a much more intellectually agile China, and that will almost certainly mean a much more dominant China over the next century than I have been expecting.
  3. Around 15 minutes in: “The rise of McDonald’s in post-reform China was predicated on the demise of nation wide food rationing, but the consumption of cheese and wine will be more than that.” Instead, it will be the emergence of consumer choice driving a market, largely outside of government influence. In short: capitalism. Which means either Communism doesn’t have much longer in China or it will have to get even nastier.
  4. “People at my age spend all of their salary every month. People from my mom’s generation save as much as they could.” Not sure what to make of that. What do you think?
  5. “‘We trust foreign companies more than we trust local companies, because we have suffered a lot.’ It was a penny drop moment. Curious Jessie may have experimented with pricey Belgian chocolate, but the only European product this family buy regularly is a breakfast cereal…which they trust to be free from chemical additives.” This is probably a short term advantage for the West, but to compete against it, Chinese products will have to get safer, which will make them more expensive. It will also probably increase the standard of living in China, which will probably increase the cost of labor there. That is probably good for everyone, but will dampen China’s ascent slightly.

Popularity: 1% [?]

Skynet

July 25th, 2008 — Wordman

Poker faceAfter digesting James Devlin’s articulate (and still ongoing) series on building a poker bot, an obvious near-term prediction can be made: prepare for a future of bot on bot action. That is, as more knowledge of building software that can play on-line poker masquerading as humans spreads, inevitably the ratio of bots to humans will increase. Far from causing the on-line poker industry to collapse, it will thrive under such conditions, gaining more and more “players”, even as the proportion of actual humans in a virtual seat shrinks. An average of humans-per-table may never hit zero, but it could become vanishingly small. Once it gets lower than 1.0, most on-line poker games will be bots vs. other bots.

A good number of these bots, possibly large subsets of them, will be colluding. Since this requires communication between them in some way, what you will have here are distributed expert systems, programmed for conflict. In short, you’re halfway to Skynet. This, I think, would be a much better story for the Terminator franchise: where Skynet arises out of an intense escalation of poker-bot conflict, and the extermination of the human race is merely the side effect of Skynet’s (successful, though misguided) obliteration of all opposing poker bots.

Devlin’s articles also paint a picture of how disturbingly easy it is to hijack software on the Windows platform. There’s some Skynet potential there as well. For example, it is easy to see how a zombie network could easily become a poker playing powerhouse. Chances are one or more of them already is.

Image from a lego model by robbed.

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Roleplaying industry predictions

June 19th, 2008 — Wordman

If you follow gaming at all, you know that the fourth edition of Dungeons & Dragons has been released. As I suspected, the rules are, essentially, the rules that govern a video game captured in book form. As I did not suspect, the result is actually pretty good. It’s still very crunchy (i.e. rules-heavy), but it is pretty well designed crunch, with a lot of design focus given to keeping what is fun and ditching what is not.

page imagesThe effort is helped quite a bit by some interesting layout choices. In particular, their use of white comes as welcome change from their 3E design and somehow looks modern and slick. After years of role-playing products designed with ink on most of the page, usually with some kind of pale or gray image as the background, the open style used in 4E might change the way a lot of books get designed. I remember noticing the use of white in the gorgeous Ptolus and wondering why more RPG books didn’t use it. Fourth Edition’s color and font choices (mostly a family called Mentor) are also an interesting break from their past and, I think, well selected.

A few days ago, Wizards of the Coast finally unveiled their new Gaming System License (GSL). Not so good. It’s many shortcomings are being debated in forums all over now, but a thread on ENWorld is particularly notable, as it includes several publishers of 3E supplements using the Open Gaming License (OGL). Posts from a user named Orcus are worth reading, in particular, because he is a lawyer as well as a game publisher (Clark Peterson from Necromancer Games). Even though Necromancer’s page currently claims certain products will be ported to 4E, this forum indicates that at least some of the books mentioned (something called the Tome of Horrors, in particular) will not be, now that the details of the license have been unveiled.

One of the main issues is what some are calling the “poison pill” clauses (even though it isn’t really a classical poison pill). Essentially, it makes converting a “product line” (whatever that means) from the OGL to the new GSL a one-way process, and contains language that essentially would put a publisher’s future into the hands of Wizards of the Coast. I’m not a lawyer, but from how I read the GSL (PDF here), it seems to me that publishers would be fools to sign it as it is presently written, particularly if they already have created OGL content. It also pretty much shuts down any fan-based computer tools, like character trackers, reference tools and the like (though there will supposedly be a “fansite” related policy released later).

So, unless the license is changed, you can bet that not many publishers are going to fully embrace it, though many will probably make a few books for it. I’m guessing that most of the following will occur:

  • Well established product lines (that is, those who could claim a measure of brand recognition and loyalty) will continue to publish these lines under the OGL. They will eventually be forced to remove the d20 logo from them, but it will probably not matter.
  • Well established companies, if they publish for 4E at all, will do so with entirely new product lines. They will be able to leverage their name, but not their brands.
  • A few new companies will arise that make only 4E products, but will focus more on adventures than anything else. At least one of these companies will, in fact, be owned by another established company that is still publishing OGL-only material.
  • After realizing that the GSL won’t let it follow its current plans for 4E integration, Pathfinder will remain 3.5, and will become something of a flagship product for those still using the OGL, mutating into the semi-official mechanism by which the 3.5 rule set evolves.
  • Because of this, friction will be created between Wizards and Paizo, Pathfinder’s publisher. Since Paizo has a very close relationship with Wizards, the result will be that Pathfinder will be sold before the year is over.
  • More than half of newly created companies that enter into the D&D related publishing business will publish under 3E rules using the OGL.
  • The amount of shelf space given to 4E products in gaming stores will not exceed that given to 3E products. Ever. In Borders and other large book stores, however, you won’t be able to find 3E products at all.
  • Numerous fan sites will emerge that convert third party OGL content into 4E. They will be constantly under threat from Wizards of the Coast, who will pay a lot of legal fees to continually fight them as they shift around.
  • Wizards will become more vocal about copyright infringement on p2p networks.

I’d love to see some other open source game take off in the wake of GSL backlash. Unfortunately, if this happens, it is likely to be Pathfinder, rather than a better system, such as FATE (also available under the OGL license) or Wushu Open (released under the Creative Commons). Even more unfortunately, there aren’t that many other viable alternatives. There are certainly a number of free RPGs out there, but few of them are open source.

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The black horse

May 9th, 2008 — Wordman

Now that idiot thugs are refusing disaster relief and rice shortage prophesies are being self-fulfilled, it won’t be long until famine starts to rear its head. While many people are busy dying, those that aren’t will be spreading blame around. Blame will fall on bad weather, bad crops, bad luck, even on Al Gore. But the truth will be none of these. While starvation is (obviously) caused by a lack of food, famine—that is, widespread starvation over a large area—is the result of bad government.

As far as food goes, governments fail their people in two ways: by failing to plan for bad times and by bungling (or, all to often, profiting from) crises when some external event triggers a food problem. Usually, famine involves both. In its 2002 coverage of Ethiopia entitled “Bad weather, and bad government”, the Economist said:

Bad weather is rarely enough, on its own, to kill large numbers of people. Famine usually requires bad government, too…. In Ethiopia, the food crisis has been aggravated by the legacy of a senseless border war with neighboring Eritrea between 1998 and 2000. It killed tens of thousands, forced 350,000 to flee their homes, blasted both countries’ infrastructure and prompted foreign donors to freeze a lot of aid. In all, it cost Ethiopia an estimated $2.9 billion—almost a whole year’s output for every farmer in a country where 80 per cent of the population lives on farms. Such a monumental man-made disaster has made it harder for the country to cope with a natural one.

The millions of Chinese that starved from 1958 to 1961 also owe their deaths more to their government’s response to natural disaster than to the disasters themselves, even by that governments own admission. Research into other famines by Amartya Sen reached similar conclusions. Even black swan events, such as fungus unexpectedly killing potatoes needs bad government to become the Irish Potato Famine.

Our modern reaction to famine in other countries is to send relief aid and “keep them in our prayers”. This probably saves a few lives (at least in countries where the government isn’t stealing the aid), but treats the symptom, not the disease. You will continue to see famine in country after country until we change this “we sympathize” tune we sing into an accusation of incompetence against the government causing the problem, even our own (especially our own). Some, for example, are taking the World Bank to task, claiming it created policies that encourage governments to create famine. This is a step in the right direction, but a better step would be to also blame the governments themselves.

Art “Four Horsemen: Famine” by Greyskin666.

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