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September 04 文字的力量 文字的力量在于把人带到另一个世界。如果世界上有一种可以直通大脑的幻想制造机,那它的接口,一定是文字(而非图像)。 可是由于文字的这种力量,商业社会把它用来控制人的思想和行为(tell me one commercial that doesn't have text),正如集权统治的社会用它来作为“宣传”的武器。 网络和博客在某种程度上重新解放了文字,让平民百姓获得的一定的话语权。但是这种话语权注定被更高分贝的噪声所掩盖。闪烁的广告条的层出不穷的弹出窗口后面,每个人的注意力集中时间都被缩短到刚刚可以说一句“不错” 公司里marketing的人升的最快,因为他们是研究人的心理,并运用文字控制人的行为的专家。公司被marketing department的人操纵,可以带来更多短期利润。但是他们没有预见disruptive technology的远见。因为真正改变世界的智慧,注定来自于想法和大多数人不同的人。他们有勇气和能力逆潮流而证实自己的主见。 这样的人,不能被成熟的大公司里的marketing主导的管理层所认同。 August 14 看<北京的乐与路> 发现自己完全没办法理解平路的叛逆。成长的过程,也是对世界妥协的过程。妥协到最后,留下的,就是自己了。 所谓的Situational Leadership, Development Cycle都是与这个世界谈判的方法。你在桌子这边,power and rich在桌子对面,你能留下多少,换回多少,就看能否按照他们的规则play。 August 11 MS, Amazon, Google's ecosystems and their conflicts A decade ago, MS was having conflict with software companies that builds software on windows platform, because there were allegation that MS favors its own application (e.g. IE, Office) over third-party applications. Since 2 years ago, merchants renting Amazon's e-tailor platform are concerned about Amazon's being both the platform provider and a merchant will give its own stores an unfair advantage over other merchants. That's why Toys R US, Borders left Amazon and started building their own web storefront. Now, Google's Knol is the target of complaining from content providers like Wikipedia and About.com, because Google might favor its own content website over others in its search engine. One can see a pattern over all three disputes. A platform company moving into the domain of users of the platform. It's the most natural thing to do for those three companies, because they want to dominate the whole value chain, but those who got squeezed out will complain. It's important for the platform companies to balance its capitalization in the platform user's arena, so that they are not draining their own ecosystem. August 10 Cloud Computing To me, cloud computing is not just a buzz word, but the key to handle concurrency, reliability and scalability in a massive scale. Recently IEEE Spectrum article "Gameframe guild" really took my imagination by combining cloud computing with MMOG (multiplayer online game). The real demand comes from intensive 3D graphics in the new generaion of MMOGs. And they are definitely "THE Killer Application" to drive the demand for high-performance cloud computing like IBM z10 (powered by Cell chip for floating point computing). In the market for low-end cloud computing (e.g. serving a website like facebook), Amazon EC2 will still have its market. Google's cloud is so specialized for its search-engine, it's hard to say if they have an edge over other tech companies like Sun or IBM. MS has tied itself to desktop application for too long. They need a major change to catch up. With the Cloud Computing booming, no wonder the price for CS System Engineer rises 16% over the last 5 years, the highest among all engineering fields. July 31 Cuil is cool It's not just pronounced as cool. For starters, Cuil's search index spans 120 billion Web pages. Patterson believes that's at least three times the size of Google's index, although there is no way to know for certain. Google stopped publicly quantifying its index's breadth nearly three years ago when the catalog spanned 8.2 billion Web pages. The presentation is refreshing after looking at Google, or any other search engine per se. If anything, MS should consider buying Cuil now. hurricane and earthquake I was hedging for Hurricane Dolly when buying DBA and MOO last week. Turns out Dolly wasn't as bad as people thought. But LA earthquake (something I haven't expected) raises the price for food and agriculture. This is a short term surge. I will dump some of them tomorrow. The ETF market is so volatile that any player will become more and more opportunistic. This is especially controversial when most of the agriculture commodity ETFs surge upon bad weather news. July 29 Acid test for what you should doThere was a classical acid test for judging if a certain thing is moral or not. That is the "Newspaper Test": if you do this particular thing, would you want to see it reported on tomorrow's newspaper headline? If not, it's not moral. I just found that there is counter-part of this acid test for "work priorities". That is: if your boss want you in his office in an hour, what you should do in that hour. If the thing you are working on is on that list. It's high-priority, otherwise, it's not. The art of programming reborn, thanks to Intel and AMD The art of programming should be pronounced dead some time after Java 1.6 was released. But then comes Intel and AMD, who change the rule of the CPU speed game by using multi-core. Before long, every programmer needs to write multi-thread code. And that's where the art of programming is reborn. Tricky concurrency issues surface because none of the programming language C/C++/Java/Perl/Python/Ruby can guarantee thread-safety. Some are much looser than the other. At the risk of making our 100-core CPU run like at 1/100 of its top speed, there is the tricky balance between more threads and less concurrency to deal with. And modern compilers (or JVMs) aren't helping. So for those who claim that most of the computer programming problems are solved and therefore CS should be replaced by SE (software engineering), re-think. July 02 why we don't want to be trackedThere have been tons of attempts to track users of a website, a facility or just walking on the street. Those to device such trackers always claims it's for the benifit (security) of the person being tracked.
Whether or not such claim holds true, the user almost always refuse the favor of "being tracked".
Why?
I think deep down our heart, we don't trust that every moment of our life can withstand the detailed scrutiny of an omniscience tracker. There are plenty of chances to be misunderstood and misinterpreted in life, and we don't need more of them behind the dark hidden machines. Be it a camera, a browser cookie, a keyboard logger or a search history analyzer, however good the intention of the tracker was. June 29 WSJ: don't overthinkGet Out of Your Own WayStudies Show the Value of Not Overthinking a Decision
June 27, 2008; Page A9 Fishing in the stream of consciousness, researchers now can detect our intentions and predict our choices before we are aware of them ourselves. The brain, they have found, appears to make up its mind 10 seconds before we become conscious of a decision -- an eternity at the speed of thought. Their findings challenge conventional notions of choice.
"We think our decisions are conscious," said neuroscientist John-Dylan Haynes at the Bernstein Center for Computational Neuroscience in Berlin, who is pioneering this research. "But these data show that consciousness is just the tip of the iceberg. This doesn't rule out free will, but it does make it implausible." Through a series of intriguing experiments, scientists in Germany, Norway and the U.S. have analyzed the distinctive cerebral activity that foreshadows our choices. They have tracked telltale waves of change through the cells that orchestrate our memory, language, reason and self-awareness. In ways we are only beginning to understand, the synapses and neurons in the human nervous system work in concert to perceive the world around them, to learn from their perceptions, to remember important experiences, to plan ahead, and to decide and act on incomplete information. In a rudimentary way, they predetermine our choices. To probe what happens in the brain during the moments before people sense they've reached a decision, Dr. Haynes and his colleagues devised a deceptively simple experiment, reported in April in Nature Neuroscience. They monitored the swift neural currents coursing through the brains of student volunteers as they decided, at their own pace and at random, whether to push a button with their left or right hands. In all, they tested seven men and seven women from 21 to 30 years old. They recorded neural changes associated with thoughts using a functional magnetic resonance imaging machine and analyzed the results with an experimental pattern-recognition computer program. While inside the brain scanner, the students watched random letters stream across a screen. Whenever they felt the urge, they pressed a button with their right hand or a button with their left hand. Then they marked down the letter that had been on the screen in the instant they had decided to press the button. Studying the brain behavior leading up to the moment of conscious decision, the researchers identified signals that let them know when the students had decided to move 10 seconds or so before the students knew it themselves. About 70% of the time, the researchers could also predict which button the students would push. MIND READING
Is your freedom of choice an illusion?
Your brain knows what you're going to do 10 seconds before you are aware of it, neuroscientist John-Dylan Haynes and his colleagues reported recently in Nature Neuroscience.
Last year In the journal Current Biology, the scientists reported they could use brain wave patterns to identify your intentions before you revealed them.
Their work builds on a landmark 1983 paper in the journal Brain by the late Benjamin Libet
and his colleagues at the University of California in San Francisco,
who found out that the brain initiates free choices about a third of a
second before we are aware of them.
Together, these findings support the importance of the unconscious in shaping decisions. Psychologist Ap Dijksterhuis and his co-workers at the University of Amsterdam reported in the journal Science that it is not always best to deliberate too much before making a choice.
Nobel laureate Francis
Crick -- co-discoverer of the structure of DNA -- tackled the
implications of such cognitive science in his 1993 book The Astonishing Hypothesis: The Scientific Search for the Soul.
With co-author Giulio Tononi, Nobel laureate Gerald Edleman explores his biology-based theory of consciousness in A Universe Of Consciousness: How Matter Becomes Imagination.
"It's quite eerie," said Dr. Haynes. Other researchers have pursued the act of decision deeper into the subcurrents of the brain. In experiments with laboratory animals reported this spring, Caltech neuroscientist Richard Anderson and his colleagues explored how the effort to plan a movement forces cells throughout the brain to work together, organizing a choice below the threshold of awareness. Tuning in on the electrical dialogue between working neurons, they pinpointed the cells of what they called a "free choice" brain circuit that in milliseconds synchronized scattered synapses to settle on a course of action. "It suggests we are looking at this actual decision being made," Dr. Anderson said. "It is pretty fast." And when those networks momentarily malfunction, people do make mistakes. Working independently, psychologist Tom Eichele at Norway's University of Bergen monitored brain activity in people performing routine tasks and discovered neural static -- waves of disruptive signals -- preceded an error by up to 30 seconds. "Thirty seconds is a long time," Dr. Eichele said. Such experiments suggest that our best reasons for some choices we make are understood only by our cells. The findings lend credence to researchers who argue that many important decisions may be best made by going with our gut -- not by thinking about them too much. Dutch researchers led by psychologist Ap Dijksterhuis at the University of Amsterdam recently found that people struggling to make relatively complicated consumer choices -- which car to buy, apartment to rent or vacation to take -- appeared to make sounder decisions when they were distracted and unable to focus consciously on the problem. Moreover, the more factors to be considered in a decision, the more likely the unconscious brain handled it all better, they reported in the peer-reviewed journal Science in 2006. "The idea that conscious deliberation before making a decision is always good is simply one of those illusions consciousness creates for us," Dr. Dijksterhuis said. Does this make our self-awareness just a second thought? All this work to deconstruct the mental machinery of choice may be the best evidence of conscious free will. By measuring the brain's physical processes, the mind seeks to know itself through its reflection in the mirror of science. "We are trying to understand who we are," said Antonio
Damasio, director of the Brain and Creativity Institute at the
University of Southern California, "by studying the organ that allows
you to understand who you are."
documentary: manufactured landscapes (2006) This movie depicts how Chinese workers are bound to repetitive chores, and stringent management in gigantic assembly factories. The level of details are stunning. How each component are being manufactured and tested. How a wasteland is recycled by hand. It brings me to the natural question of how to judge the value of a life or if that's possible at all. Intensive physical labor are the largest export of China. There are various level of social stratification that exploit the value generated from this export. From management, business owners of OEM factories benefit from the revenue; local and state government benefit from the tax, foreign buyers benefit from the low cost utility of the products. Even throughout the shooting of this movie, labor (film developing and processing, scene modeling) and material (cameras, tripods and rails) product generated from this flow are being used. This maybe why the producer of the movie is not taking sides on the right or wrong of the fact. Instead, the producer, the director and the photographer all took a naturalist point of view, because that's the only way they can rationalize the fact every piece of modern civilization is built on top of exploiting the physical labor of those who have no better choice due to all the unfair disadvantages. Nevertheless, this is a great movie! Just like all arts, it reflex the inherent irony in the modern society. BTW, on the note of exploitation using capital and violence (state is a violence machine).
The Hustler (1961) is a great movie about how professionals who love their work are exploited, too. June 26 BillG retired todayMicrosoft, a company that keeps failing in technology, but managed to thrive on 2 cash cows (office and windows) had to part with its founder. Thousands of books have been written on how to grow a company, including BillG's 1996 book "The Road Ahead". In which BillG repeated warned MS would one day become like IBM, a mature company that looks to the dust of a new company that may not have been founded yet (Larry Page enrolled into Stanford's graduate program in 1995). Indeed, many of the things BillG predicted in "The Road Ahead" became true in the past decade (e.g. storage explosion, wallet PC, video on demand, DRM, and even Spam). For that matter, BillG is quite visionary. What MS failed is to capitalize on his vision. For the longest, MS didn't have an adequate solution to Spam. FAT32 & NTFS are still plagued by fragmentation (Linux's extfs doesn't have fragmentation problem). Windows CE, Windows Mobile, SmartPhone all failed to compete with RIM's blackberry. The lesson here is, even with a lot of cash and a visionary leader, a company will still fail, because it can't chase all the disruptive changes with full steam. MS's strategy of concentrating on its cash cows is a double-blade sword. It helps its survival financially, but hurts its ability to enter new market. MS also made the wrong investment on Speech and OCR technology. Granted, those were really cool technologies, but the application is too limited. Many of the MSR executives have speech background, just like their counterpart in Bell lab or Xerox PARC. That shows how popular Speech technology was during those eras. I imagine 10 years from now, the next next wave of tech executives will have "search" background, because "search" technology is so popular in this decade. Who will dominate the next platform after Google. I bet it's a company that has not been founded yet. June 22 WSJ Saturday edition, DBA is gonna rise againIt should have almost been absorbed by now that Mid-west flood is pushing DBA to new high. But I still think the fact WSJ dedicate a front-page story on DBA will result in another short surge. I should probably cash out a bit on Monday. Limit order $43.8, quantity 45%. May 29 Under the name charityPeople always find a way to indulge themselves. For instance, people are holding charity "dinner/lunch" under the name of China Earthquake Relief. I think that's a great idea of generating revenue and publicity. May 28 个人终究是渺小的最近在看凤凰卫视的纪录片,从康梁变法到辛亥革命,从蒋家日记到200万人迁徙台湾。这些从另一个角度看中国近现代史的机会,让我再次体会到个人的渺小。 思想开明,主张立宪的袁世凯,最终却复辟称帝。 红色将军蒋介石,为了保住自己的王朝,落到一代枭雄的恶名。 在狱中写下"引刀成一快,不负少年头"的汪精卫,成了日本人的傀儡。 经时济世,领袖群伦的蒋经国,从一个纯粹的共产党员(到被自己的苏联老师称为"天真"),变成不惜滥杀无辜以儆效尤的特务头子。 李登辉,原是以领导共产主义游行出身,以反对台湾独立获得蒋经国青睐,最后却用台独势力终结了国民党对台湾的统治。 我相信他们年轻时的激情与真诚,残酷的政治斗争,使人异化到背叛自己,身不由己。 唯有梁启超,蔡锷,真正可以做到功成身退。 May 14 sales forceIt's exciting to be a sales person, especially when the product I am selling is human resource. How to navigate the job postings, how to find the key person in the hiring process and how to package a candidate to grab the attention of the hiring manager are arts of their own. Of course, the bottom line is the candidate has strong credentials. Sales skills are most essential to survive in the ever changing job market. May 12 USO down Right after I dump all shares in USO. It's down 1.97% today. I think another buy-in point will be around $85, if the price ever drop to that level. The capital gain tax has eaten away half of my profit. I wish I had moved more asset into my Roth IRA. May 11 what will be the next sector that becomes commodity?When customer cares about cost more than brand name, the product becomes commodity. The commoditization of a market is usually the opportunity for new-comer to beat the incumbent. Camera becomes commodity when Japanese optical shops became camera makers (Canon, Nikon, Olympus) in 1930s. Leica, Kodak eventually lose the market. Copy machine becomes commodity when Xerox patents expired in the 1980s, and Canon, Epson, after eating the low-end market, eventually took the majority of the whole market. PC has become commodity since Dell took the market (HP is now the leading competitor). Webstore has become commodity since eBay is around (Amazon marketplace is the leading competitor). Ironically both HP and Amazon was the market leader when those two sector were still "hi-tech" instead of commodity. Cloud computing is at the verge of transfroming from "hi-tech" to commodity (Amazon EC2, Google App engine, MS live mesh). Sun, who came up with the slogon "the Network is the Computer" about 9 years ago, has lagged behind. Their Grid Computing in 2006 failed because of compatibility, and lack of on-demand storage solution to bundle with. They recently launched "Hydrazine" to catch up in this area that they pioneered. IBM, who commercialized computing on-demand using their mainframe is trying to lower the cost by borrowing PC-based technology from Google. IBM survived largely because their strong foothold government and defense market. Search is still considered "hi-tech", although the technology itself has been quite mature (scalability is the real entry-bar now). OS is still considered "hi-tech", although "free" Linux has beaten MS in the server market. MS still owns enough desktop OS market to survive. That's a lot of jargons to swallow if you aren't following these things. But my gist is the following: Innovators usually miss the trend when their own invention becomes commodity. Their technical advantage can't beat competition from the low-cost competitors. They sometimes were able to catch up in the low-cost war (e.g. Amazon and HP), sometimes not (e.g. Leica, Kodak, Xerox, Sun, IBM). So what will become the next sector? Is it mass media? (newspaper, TV replaced by online media) Or publishing? May 09 我也看了《立春》高雅艺术之所以难以生存,是因为market非常小,只有top 1%能在自己追求的艺术中,得到养活自己的收入。只有top 0.1%的人,可以像Yoyo Ma, Maria Callas 那样成功。
在这样一个高风险,低回报的行业里,想要获得世俗的价值观的认同,必然是悲剧。
另一方面,艺术最早是源于宗教的,这也决定了它和中国的现有体制是不兼容的。 |
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