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Archive for August, 2008

Mobile VoIP making serious inroads

photo of Michel Bauwens

Michel Bauwens
31st August 2008


It was predicted years ago, but it took some time to materialize, but Business Week is confirming that the trend of nearly free international telephony is becoming real.

Excerpt:

Gorilla, iCall, and a growing number of other services rely on what’s known as Voice over Internet Protocol technology that delivers speech via the Internet in much the same way as e-mail. VoIP calling is already raising a ruckus in telecommunications, putting pressure on the price of land-line calling and luring subscribers toward upstarts like Vonage (VG) and Comcast (CMCSA) away from incumbents such as AT&T, and Verizon (VZ). Now, the technology threatens to erode sales for mobile-phone service providers too.

By 2011 the number of mobile VoIP users around the world may rise to 100 million from 7 million in 2007, according to ON World, a consulting firm based in San Diego. ON World estimates that in 2011, mobile VoIP voice services may generate $33.7 billion, up from $516 million in 2006, the most recent year for which the figure is available. If that sounds like a breakneck pace, consider the growth trajectory for Jajah, a provider of wireless VoIP, which had 10 million users in April—a fivefold increase in just a year.

Wireless carriers are expected to generate $700.7 billion in sales of voice services this year, according to consulting firm Ovum. Still, carriers in the fiercely competitive mobile-phone industry will be none too pleased with newcomers snapping up a portion of the almost one-quarter of all wireless minutes now devoted to long-distance and international calls. Insight Research estimates that together, international and long distance will make up 24% of the 1.2 billion wireless minutes used this year.

VoIP technology is likely to make deeper wireless inroads soon. Skype, the eBay (EBAY)-owned service used by more than 338 million people to make free PC-to-PC calls, later this year plans to release a new product called “Skype for your mobile” that will let customers use local wireless minutes to make international calls.”

Posted in P2P Technology | 1 Comment »

Eric Hunting on P2P architecture (4): the maker movement and the quest for an open industrial infrastructure

photo of Michel Bauwens

Michel Bauwens
30th August 2008


Eric Hunting:

Now, imagine if you could do something like this for a very large variety of artifacts and technologies. This is what I was planning for the Open Source Everything Project. The idea here isn’t just to invent and disseminate a collection of open source artifact designs. The idea is to create an organized mass exchange of these designs bootstrapped by starting it out with the dissemination of designs for tools and the techniques for them. It’s not just about products. It’s an open source industrial infrastructure.

We continue our interview with Eric Hunting, this is the fourth in a series, which directly tackles the dream of an open industrial infrastructure. For context, the previous part discussed how to bridge the divide between environmental and high tech sensibilities.

What Eric says below is very important and resonates with my own predictive feeling that the true p2p revolution will not take place in the West, but in countries like China and the soutern hemisphere.

Eric Hunting:

The answer may be in software. Software is an intellectual product but is more than a book or a piece of music because it controls physical machines which, in turn, have the potential to produce -or aid the production of- physical products. I’m sure you’re familiar with the OLPC project. On their wiki site they have a section for proposed software of the XO laptop. Some time ago in that section I proposed a modular building design tool based on -as you might have guessed- Box Beam. This program would be a very simplified 3D CAD program specific to the geometric system of Box Beam and with simplified finite element analysis so that it would tell you when a structure design was out of the bounds of safety. Box Beam only deals in a few basic kinds of standardized elements so one could easily design objects like playing with a virtual building toy and then the program could print-out the standard isometric, planar, and exploded views and a recipe list for the parts. With this program kids and their teachers could design things that they could actually make themselves with very simple tools, which would be perfectly functional, and, using the Internet, they could trade these designs with other kids around the world and create a communal archive for them all. All the furniture in a classroom could be made by the students themselves. And then they could take that skill-set home and make useful things their on their own and with their parents. Box Beam is a good choice for this because it’s based on simple materials (wood and any flat stock) that are pretty cheap, don’t need heavy industry to produce, and are likely to be obtainable even in the developing world.

Now, imagine if you could do something like this for a very large variety of artifacts and technologies. This is what I was planning for the Open Source Everything Project. The idea here isn’t just to invent and disseminate a collection of open source artifact designs. The idea is to create an organized mass exchange of these designs bootstrapped by starting it out with the dissemination of designs for tools and the techniques for them. It’s not just about products. It’s an open source industrial infrastructure. Designs for everyday objects that improve standard of living are good but to begin with you have to disseminate the tools and techniques to make those with too. Ultimately people have to learn how to make things wherever they are with whatever resources are at hand. It’s not always going to be in the same ways. You can run a program that donates masses of power tools or puts Fab Labs in the Congo but that’s only helpful until they break. So what you have to do is develop and communicate this whole open source ecology of progressive industrial capability -as if NASA had to communicate to a bunch of colonists on Mars how to bootstrap a civilization from scratch starting with a small kit of hand tools.

Now, the key thing here is that the end result is physical goods and any physical artifact you can make you can potentially sell. As you’ve already learned, software’s economic value is keyed to the exclusivity of its distribution. It has no value in and of itself. If I open a business based on putting Linux in a box on store shelves I can only make money from the most hapless computer novices -people so ignorant they probably couldn’t use something as complex as Linux anyway. So monetization of Linux has been based on two things; appropriating code for reuse in propriety software one can control distribution of or turning the Linux community into a trades guild for specialist technicians versed in its unique language -which is probably why Linux development has made such slow effort towards being easier to use. There’s monetary value in the community-specific exclusivity of its based of knowledge. (which is why early scientists, physicians, and trades guilds had a habit of documenting all their knowledge in secret codes…)

But it’s a different story when the end result of open source development is physical products. Even if the knowledge of how to make a thing is completely free and universally available, the tools, skill, talent, materials, and time to make it aren’t. So there’s value encoded in the production of an artifact. Not everyone can or will make something themselves. So this presents an opportunity for entrepreneurship within a local market. There’s a common phenomenon in the world of crafts and hobbies. Someone can publicly share the complete knowledge for how to make something on-line or in magazine articles and they will STILL get letters from people asking them to make the thing for them for a price or sell them materials they can’t find locally. Maker skills and the tools and free time to use them are not universal -especially in the western world. We don’t have a culture like Indonesia’s. So from this often come the start of new small businesses. People start making things on ‘commission’ for others, or start selling in small volumes hard-to-find parts and materials that they have found a source for in bulk, or they develop and sell kits where the rare materials are pre-packaged and the hardest parts of making an item have been pre-done. If you have some business savvy -which is also in short supply in the west- you can cultivate this into a self-perpetuating industry and a life-long career. Countless businesses have been created in this way.

Now, open source artifacts will generally not compete with corporate industrial products in the western world for some time. They will tend to be clunky, will cost more that what you can get at Wal-Mart, and their appeal will most likely be based on their counter-cultural aspect, their novelty, and their potential for customization. People in the west don’t use Linux because it’s ‘better’ than Windows or Mac OS. (frankly, all computer operating systems suck rocks with equal vigor and should have been obsolesced 20 years ago…) They use it because its an alternative to those. But in other countries where hard cash is hard to come by Linux is the only legitimate game in town. So it becomes a means of empowerment -albeit a bit weak because the hardware still can be produced locally. The same will be true of open source artifacts. Look at how big a deal the Baygen/Freeplay Energy company’s radios are -radios that are totally non-competitive on the western electronics market, yet they’re doing wonders for people in developing countries or disaster situations and which western people are perfectly happy to pay a premium for here knowing it helps support local industry and aid projects in the developing world. That’s a powerful thing to tap into. Can you imagine the impact of a Freeplay refrigerator?

So I see this Post-Industrial Revolution evolving like this; initiated in the west, the Maker movement will remain focused on hobby and altruistic activity for the near-term future, periodically producing altruistic projects based on models like OLPC and Freeplay to disseminate the more practical and appropriate of Post-Industrial technology in the developing world. (and the ‘new’ developing world in the inner cities) It will pursue functional parity with Industrial Age technology but not cost-parity -which it really can’t do until long-term trends push the costs of labor and resources beyond a certain threshold- and will favor pushing the leading edge in the technology. So the counter-cultural symbolism, novelty, and customization potential of these open source fabrication technologies and their products will be what sustains the movement for some time. There will be some entrepreneurship generated after the models of hobby/craft community entrepreneurship and some attempts by corporations to exploit the novelty or unique technologies that might emerge in the manner of the Linux monetization strategy. But in general this may remain marginal for a long time. It will be a while before Makers can match the iPod or a BMW.

In the developing world the Maker movement – already nascent but amplified by western ‘Outquisition’ activity like OLPC – will bring new empowerment manifesting as new entrepreneurship which will interface with the microloan movement to create new Post-Industrial infrastructures that are very practical and functional in a spare resource situation. Both functional and cost parity with western products will be pursued, because labor is so much cheaper in this environment and hard currency so much more dear. Some of this entrepreneurship will branch off into parallels of existing Globalization industrial models – job shops for export goods. But much will remain local. Dissemination of Post-Industrial technology brings with it ad hoc technological education leading to the potential for innovation in the context of adapting open source designs for greater local appropriateness. This will feed-back through the communications networks for Maker knowledge distribution to the west, expanding the base of novelty but also providing very practical answers that would tend to elude western Makers because of their different environment and less practical thinking. Technology tends to both disseminate and assimilate culture where its development has an opportunity to ‘flow’ in more than one direction. Americans introduced personal computers to Japan and now Americans play Japanese designed computer games with Asian cultural themes on them -and the Chinese ‘farm gold’ for those players… This feedback would have the potential of pushing Post-Industrial technology to critical mass because for people in the developing world this isn’t fun and games or a counter-cultural movement. This IS their first real-world practical industrial infrastructure and they’re going to use it to catch up with the western standard of living despite their lack of Industrial Age style resource infrastructures. As those old infrastructures break down in the west, the Outquisition might reverse direction in predominate knowledge flow. The real Eco-Tech safe haven may be in the Third World.

This is why I was interested in that notion of a Maker incubator that was globally mobile or had mobile satellites. Right now there is a lot of practical technology in the rest of the world that we in the west never hear about. The Auram 3000 is a good example of that. Maybe 1% of all ‘green’ builders in the US and Europe have heard of it. The way most Chinese cities grow most of their produce within city limits is another. NYC now talks about vertical farm skyscrapers to do this, but the Chinese have done it without such elaborate structures forever. Hell, the US is in such a self-imposed vacuum its nearly as bad as North Korea. We don’t even know what’s going on in most of the rest of the west! I wonder how many readers of the Make blog have ever heard of N55 in Denmark. (www.n55.dk/) They were active makers before the term came into fashion. So such mobility is intended for two-way communication and education. For too long western people have acted like the developing world is populated by feral children. But these people know stuff. Useful stuff. They’ve got just as much to teach as to learn. You don’t survive on the narrow resource margins they do being stupid. I suspect that in this fact is the potential for that Post-Industrial critical mass.”

Posted in Open Design | 1 Comment »

Refuting the Tragedy of the Commons myth

photo of Michel Bauwens

Michel Bauwens
30th August 2008


Some myths and memes may be entirely non-factual, but have a long shelf-life, and do untold damage to the social fabric. One such myth is the Tragedy of the Commons, put forward in a famous essay by Gareth Hardin.

A refutation by Ian Angus, editor of Climate and Capitalism.

Will shared resources always be misused and overused? Is community ownership of land, forests and fisheries a guaranteed road to ecological disaster? Is privatization the only way to protect the environment and end Third World poverty? Most economists and development planners will answer “yes” — and for proof they will point to the most influential article ever written on those important questions.

Since its publication in Science in December 1968, “The Tragedy of the Commons” has been anthologized in at least 111 books, making it one of the most-reprinted articles ever to appear in any scientific journal. It is also one of the most-quoted: a recent Google search found “about 302,000″ results for the phrase “tragedy of the commons.”

For 40 years it has been, in the words of a World Bank Discussion Paper, “the dominant paradigm within which social scientists assess natural resource issues.” (Bromley and Cernea 1989: 6) It has been used time and again to justify stealing indigenous peoples’ lands, privatizing health care and other social services, giving corporations ‘tradable permits’ to pollute the air and water, and much more.

Noted anthropologist Dr. G.N. Appell (1995) writes that the article “has been embraced as a sacred text by scholars and professionals in the practice of designing futures for others and imposing their own economic and environmental rationality on other social systems of which they have incomplete understanding and knowledge.”

Like most sacred texts, “The Tragedy of the Commons” is more often cited than read. As we will see, although its title sounds authoritative and scientific, it fell far short of science.

Garrett Hardin hatches a myth

The author of “The Tragedy of the Commons” was Garrett Hardin, a University of California professor who until then was best-known as the author of a biology textbook that argued for “control of breeding” of “genetically defective” people. (Hardin 1966: 707) In his 1968 essay he argued that communities that share resources inevitably pave the way for their own destruction; instead of wealth for all, there is wealth for none.

He based his argument on a story about the commons in rural England.

(The term “commons” was used in England to refer to the shared pastures, fields, forests, irrigation systems and other resources that were found in many rural areas until well into the 1800s. Similar communal farming arrangements existed in most of Europe, and they still exist today in various forms around the world, particularly in indigenous communities.)

“Picture a pasture open to all,” Hardin wrote. A herdsmen who wants to expand his personal herd will calculate that the cost of additional grazing (reduced food for all animals, rapid soil depletion) will be divided among all, but he alone will get the benefit of having more cattle to sell.

Inevitably, “the rational herdsman concludes that the only sensible course for him to pursue is to add another animal to his herd.” But every “rational herdsman” will do the same thing, so the commons is soon overstocked and overgrazed to the point where it supports no animals at all.

Hardin used the word “tragedy” as Aristotle did, to refer to a dramatic outcome that is the inevitable but unplanned result of a character’s actions. He called the destruction of the commons through overuse a tragedy not because it is sad, but because it is the inevitable result of shared use of the pasture. “Freedom in a commons brings ruin to all.”

Where’s the evidence?

Given the subsequent influence of Hardin’s essay, it’s shocking to realize that he provided no evidence at all to support his sweeping conclusions. He claimed that the “tragedy” was inevitable — but he didn’t show that it had happened even once.

Hardin simply ignored what actually happens in a real commons: self-regulation by the communities involved. One such process was described years earlier in Friedrich Engels’ account of the “mark,” the form taken by commons-based communities in parts of pre-capitalist Germany:

“The use of arable and meadowlands was under the supervision and direction of the community …

“Just as the share of each member in so much of the mark as was distributed was of equal size, so was his share also in the use of the ‘common mark.’ The nature of this use was determined by the members of the community as a whole. …

“At fixed times and, if necessary, more frequently, they met in the open air to discuss the affairs of the mark and to sit in judgment upon breaches of regulations and disputes concerning the mark.” (Engels 1892)

Historians and other scholars have broadly confirmed Engels’ description of communal management of shared resources. A summary of recent research concludes:

“What existed in fact was not a ‘tragedy of the commons’ but rather a triumph: that for hundreds of years — and perhaps thousands, although written records do not exist to prove the longer era — land was managed successfully by communities.” (Cox 1985: 60)

Part of that self-regulation process was known in England as “stinting” — establishing limits for the number of cows, pigs, sheep and other livestock that each commoner could graze on the common pasture. Such “stints” protected the land from overuse (a concept that experienced farmers understood long before Hardin arrived) and allowed the community to allocate resources according to its own concepts of fairness.

The only significant cases of overstocking found by the leading modern expert on the English commons involved wealthy landowners who deliberately put too many animals onto the pasture in order to weaken their much poorer neighbours’ position in disputes over the enclosure (privatization) of common lands. (Neeson 1993: 156)

Hardin assumed that peasant farmers are unable to change their behaviour in the face of certain disaster. But in the real world, small farmers, fishers and others have created their own institutions and rules for preserving resources and ensuring that the commons community survived through good years and bad.

Why does the herder want more?

Hardin’s argument started with the unproven assertion that herdsmen always want to expand their herds: “It is to be expected that each herdsman will try to keep as many cattle as possible on the commons. … As a rational being, each herdsman seeks to maximize his gain.”

In short, Hardin’s conclusion was predetermined by his assumptions. “It is to be expected” that each herdsman will try to maximize the size of his herd — and each one does exactly that. It’s a circular argument that proves nothing.

Hardin assumed that human nature is selfish and unchanging, and that society is just an assemblage of self-interested individuals who don’t care about the impact of their actions on the community. The same idea, explicitly or implicitly, is a fundamental component of mainstream (i.e., pro-capitalist) economic theory.

All the evidence (not to mention common sense) shows that this is absurd: people are social beings, and society is much more than the arithmetic sum of its members. Even capitalist society, which rewards the most anti-social behaviour, has not crushed human cooperation and solidarity. The very fact that for centuries “rational herdsmen” did not overgraze the commons disproves Hardin’s most fundamental assumptions — but that hasn’t stopped him or his disciples from erecting policy castles on foundations of sand.

Even if the herdsman wanted to behave as Hardin described, he couldn’t do so unless certain conditions existed.

There would have to be a market for the cattle, and he would have to be focused on producing for that market, not for local consumption. He would have to have enough capital to buy the additional cattle and the fodder they would need in winter. He would have to be able to hire workers to care for the larger herd, build bigger barns, etc. And his desire for profit would have to outweigh his interest in the long-term survival of his community.

In short, Hardin didn’t describe the behaviour of herdsmen in pre-capitalist farming communities — he described the behaviour of capitalists operating in a capitalist economy. The universal human nature that he claimed would always destroy common resources is actually the profit-driven “grow or die” behaviour of corporations.

Will private ownership do better?

That leads us to another fatal flaw in Hardin’s argument: in addition to providing no evidence that maintaining the commons will inevitably destroy the environment, he offered no justification for his opinion that privatization would save it. Once again he simply presented his own prejudices as fact:

“We must admit that our legal system of private property plus inheritance is unjust — but we put up with it because we are not convinced, at the moment, that anyone has invented a better system. The alternative of the commons is too horrifying to contemplate. Injustice is preferable to total ruin.”

The implication is that private owners will do a better job of caring for the environment because they want to preserve the value of their assets. In reality, scholars and activists have documented scores of cases in which the division and privatization of communally managed lands had disastrous results. Privatizing the commons has repeatedly led to deforestation, soil erosion and depletion, overuse of fertilizers and pesticides, and the ruin of ecosystems.

As Karl Marx wrote, nature requires long cycles of birth, development and regeneration, but capitalism requires short-term returns.

“The entire spirit of capitalist production, which is oriented towards the most immediate monetary profits, stands in contradiction to agriculture, which has to concern itself with the whole gamut of permanent conditions of life required by the chain of human generations. A striking illustration of this is furnished by the forests, which are only rarely managed in a way more or less corresponding to the interests of society as a whole…” (Marx 1998: 611n)

Contrary to Hardin’s claims, a community that shares fields and forests has a strong incentive to protect them to the best of its ability, even if that means not maximizing current production, because those resources will be essential to the community’s survival for centuries to come. Capitalist owners have the opposite incentive, because they will not survive in business if they don’t maximize short-term profit. If ethanol promises bigger and faster profits than centuries-old rain forests, the trees will fall.

This focus on short-term gain has reached a point of appalling absurdity in recent best-selling books by Bjorn Lomborg, William Nordhaus and others, who argue that it is irrational to spend money to stop greenhouse gas emissions today, because the payoff is too far in the future. Other investments, they say, will produce much better returns, more quickly.

Community management isn’t an infallible way of protecting shared resources: some communities have mismanaged common resources, and some commons may have been overused to extinction. But no commons-based community has capitalism’s built-in drive to put current profits ahead of the well-being of future generations.

A politically useful myth

The truly appalling thing about “The Tragedy of the Commons” is not its lack of evidence or logic — badly researched and argued articles are not unknown in academic journals. What’s shocking is the fact that this piece of reactionary nonsense has been hailed as a brilliant analysis of the causes of human suffering and environmental destruction, and adopted as a basis for social policy by supposed experts ranging from economists and environmentalists to governments and United Nations agencies.

Despite being refuted again and again, it is still used today to support private ownership and uncontrolled markets as sure-fire roads to economic growth.

The success of Hardin’s argument reflects its usefulness as a pseudo-scientific explanation of global poverty and inequality, an explanation that doesn’t question the dominant social and political order. It confirms the prejudices of those in power: logical and factual errors are nothing compared to the very attractive (to the rich) claim that the poor are responsible for their own poverty. The fact that Hardin’s argument also blames the poor for ecological destruction is a bonus.

Hardin’s essay has been widely used as an ideological response to anti-imperialist movements in the Third World and discontent among indigenous and other oppressed peoples everywhere in the world.

“Hardin’s fable was taken up by the gathering forces of neo-liberal reaction in the 1970s, and his essay became the ‘scientific’ foundation of World Bank and IMF policies, viz. enclosure of commons and privatization of public property. … The message is clear: we must never treat the earth as a ‘common treasury.’ We must be ruthless and greedy or else we will perish.” (Boal 2007)

In Canada, conservative lobbyists use arguments derived from Hardin’s political tract to explain away poverty on First Nations’ reserves, and to argue for further dismantling of indigenous communities. A study published by the influential Fraser Institute urges privatization of reserve land:

“These large amounts of land, with their attendant natural resources, will never yield their maximum benefit to Canada’s native people as long as they are held as collective property subject to political management. … collective property is the path of poverty, and private property is the path of prosperity.” (Fraser 2002: 16-17)

This isn’t just right-wing posturing. Canada’s federal government, which has refused to sign the United Nations Declaration on the Rights of Indigenous Peoples, announced in 2007 that it will “develop approaches to support the development of individual property ownership on reserves,” and created a $300 million fund to do just that.

In Hardin’s world, poverty has nothing to do with centuries of racism, colonialism and exploitation: poverty is inevitable and natural in all times and places, the product of immutable human nature. The poor bring it on themselves by having too many babies and clinging to self-destructive collectivism.

The tragedy of the commons is a useful political myth — a scientific-sounding way of saying that there is no alternative to the dominant world order.

Stripped of excess verbiage, Hardin’s essay asserted, without proof, that human beings are helpless prisoners of biology and the market. Unless restrained, we will inevitably destroy our communities and environment for a few extra pennies of profit. There is nothing we can do to make the world better or more just.

In 1844 Friedrich Engels described a similar argument as a “repulsive blasphemy against man and nature.” Those words apply with full force to the myth of the tragedy of the commons.”

Posted in P2P Commons, P2P Economics, P2P Theory | 3 Comments »

The governance of sponsored open source projects and their communities

photo of Michel Bauwens

Michel Bauwens
29th August 2008


We continue our processing of a number of key research papers on the realities of peer governance in open source software communities.

This one here is really important:

The Role of Participation Architecture in Growing Sponsored Open Source Communities. By Joel West (San Jose State University College of Business) and Siobhán O’Mahony (UC Davis Graduate School of Management) February 6, 2008 preprint version of Industry and Innovation, Special Issue on “Managing Open Innovation Through Online Communities”

Why is it so important?

Because it examines in depth the difference between autonomouscommunity-run‘ , open source communities, and sponsored ones (also called organic vs. synthetic). In the latter, the desire to promote participation has to be balanced with the desire to protect the commercial interests of the sponsoring company, and this will be translated into governance interventions, that affect the architecture of participation.

What this research paper offers then, is a detailed typology of these structural interventions, and the effects they have on the type of cooperation that will emerge.

So, if you have the question: how does a corporate commons affect the nature of peer production, here’s definitely concrete material to start answering that important questions.

According the authors’ research, this attempt at influencing processes is done around three axes:

1) intellectual property rights (for example, through the use of dual licensing)

2) the specifics of the development (the production process itself) approach, and

2) the models adopted for community governance.

The result is the differentiation of two types of openness: namely transparency and accessibility.

In their own words:

While transparency offered potential contributors the ability to follow and understand a community’s production efforts, accessibility determined the degree to which external contributors could influence that production.

In designing a community, sponsors were more likely to offer transparency than they were to offer accessibility to external community members. We found that sponsors faced a control vs. growth tension. To leverage the ability of communities to contribute to their firm’s bottom line, sponsors sought to maintain control over the community’s strategic direction. However, sponsors soon discovered that by restricting access to community processes, they limited their community’s ability to attract new members and grow.

We contribute to the literature on open source communities, technical communities and firms and community collaboration in three ways.

First, we identify some key distinctions between sponsored communities and autonomous communities that can help further research on firm-community collaboration and innovation.

Second, we develop the construct of participation architecture and show how it is operationalized in a sample of open source communities.

Third, we illustrate the “control-growth” tension that sponsors building communities face when making design decisions.

Our research shows that participation in a community is determined not only by the technical architecture identified by Baldwin and Clark (2006), but also by the organizational structure that results from a sponsor’s community building design decisions.”

You can find the detailed participation architecture typology in our wiki.

Posted in Free Software, P2P Governance | 4 Comments »

Key arguments for sharing designs

photo of Michel Bauwens

Michel Bauwens
29th August 2008


Found this overview of key arguments at the Shared Design Alliance:

Placing design information in the public domain has the following benefits:

1. Lowers Entry Barriers by Providing a Platform for Low-Cost Experimentation.

The success of Google is based on two shared designs. The first was the published design of the IBM compatible personal computer, which led to the explosive growth of an industry and eventually to very low-cost consumer computing hardware. Google’s founders networked thousands of cheap computers together using Linux, a free operating system that they modified to perform internet searches at higher speed and lower cost than their competitors. Without the PC standard and Linux, Google would not be the rapidly growing tech company it is today. Shared designs allow innovators to add small improvements without reinventing the wheel, and this freedom can lead to great things.

2. Allows Collaboration Across Boundaries.

Most of today’s best research comes from connecting disciplines which seem to have little in common, and many new ideas come from people who happen to be involved in multiple fields. Shared designs break down some of the traditional organizational boundaries, allowing innovators to collaborate more freely. ZeroPrestige.org, a website for sharing the plans of kites used in the sport of kiteboarding, allowed aerospace engineers to collaborate with extreme sports enthusiasts to produce superior kite designs that are rapidly capturing the market. When people with diverse skills, knowledge, and experience cooperate, the resulting ideas are often revolutionary.

3. Accelerates Technical Evolution.

The usual model of research requires a team of researchers in the same organization working toward a single goal. Shared designs allow multiple teams in multiple organizations to pursue different goals at the same time. For example, the relatively easy sharing of recipes allows thousands of cooks to develop dishes to satisfy the public’s changing tastes much faster than makers of packaged food. This type of parallel development increases the speed of innovation and allows technologies to follow societal changes faster than large organizations are able to.

4. Increases Societal Wealth.

A big part of the world’s wealth is based on technologies that are well understood and belong to everyone, such as telephones, wheat farming and concrete. In today’s climate of fast-paced technological growth, it’s easy to forget how many designs we already share, and the incredible value we derive from their slow but steady improvement. In many areas, we can’t afford to wait 20 years for patents to expire, and we would derive more total benefit from releasing ideas into the public domain now.

5. Coordinates Efforts to Benefit Underserved Communities.

Shared designs work best in areas where needs are diverse and pressing and where there is a relatively small opportunity for profit. For example, small-scale energy production, products for the developing world, seeds and agricultural techniques and many areas of the medical industry match this description. These are also areas served poorly by expensive R&D and mass production, and may be served better through a different model.

Similarly small (but not disadvantaged) communities have been successfully served commercially through methods that seek the “long tail.” This term describes the area of a normally distributed curve of demand for products excluded by a “one size fits most” model of product selection. Books or music CDs, for example, for which there is little demand, will rarely be produced or widely available through traditional venues. When the marginal cost of distributing a single copy of a song is reduced to that of distributing the one hundred thousandth, or the small demand in a single local area is aggregated, these items can be commercially distributed and available to the small communities that desire them. The SDA seeks to nurture innovators, entrepreneurs and activists by attacking the barriers that separate them from the communities they might serve, or that separate them from the solutions they seek.”

The Shared Design Alliance (SDA) advocates for and demonstrates the value of sharing the design information contained in physical products, and produces infrastructure to make design sharing and modification easy and efficient.

Posted in Open Design, P2P Movements | No Comments »

Two videos on open design, personal fabrication, and appropriate technology

photo of Michel Bauwens

Michel Bauwens
28th August 2008


The first video is an extensive and very interesting discussion of Vinay Gupta with Smari McCarthy of the Icelandic Fablabs, on the potential of personal fabrication.

The second is a presentation by Vinay on the huge potential of open design to eliminate poverty.

Smari McCarthy:

Vinay Gupta:

Posted in Open Design, Video | 1 Comment »

Why Open Source development models may not be optimal for systemic innovation

photo of Michel Bauwens

Michel Bauwens
28th August 2008


This continues our theme on Modularity, taken from the article, Of Hackers and Hairdressers.

In the referenced article, Langlois and Garzarelli make a very important point, after having distinguished modular systems (where parts can be developed independently of the whole), from integral systems. In some cases, a part is so tightly integrated into the whole, that it cannot be changed independently.

The thesis is therefore, that the open model of development, based on modularity, is not good in cases where innovation needs to happen ‘integrally’ or ‘wholistically’.

Here’s the argument.

Langlois and Garzarelli:

A modular system is good at modular or autonomous innovation, that is, innovation affecting the hidden design parameters of a given modularization but not affecting the visible design rules. But a modular system is bad at systemic innovation, that is, innovation that requires simultaneous change in the hidden design parameters and the visible design rules – simultaneous change in the parts and in the way the parts are hooked together.

One might also add, however, that sometimes a modular system can improve in performance even faster than a fine-tuned system. To the extent that such a system benefits from “collective intelligence” and rapid-trial-and-error learning, the improvement in the parts can dominate any benefits from fine-tuning. Personal computers are again a case in point. PCs have come to outperform first mainframes, then minicomputers, then RISC workstations, all of which, in their day, made their money as fine-tuned non-modular systems (at least relative to PCs). Again, the extent to which modular innovation can outperform fine-tuning may depend on the degree of inherent integrality in the system.

The benefits of an integral system in systemic change are related to the benefits of fine-tuning to which Christensen points. Fine-tuning is after all systemic change to improve performance. Thus integral systems may have advantages not only when users demand high performance in a technical sense but also when they need performance in the form of change and adaptability. This latter may also be a function of how quickly the user needs the system to perform; the front-end costs of a modular system may take the form of time costs – the output forgone while waiting for the modularization to crystallize or the visible design rules to get worked out. If a modularization is already in place, of course, the system can adapt and respond quickly by simply plugging in new modules to suit user needs. But if there is not yet a modularization, or if the user needs a level of performance greater than can be achieved even with the best possible assortment of available modules, then an integral system may do better.

(The terms autonomous and systemic are from Teece (1986). There is a third possibility, what Henderson and Clark (1990) call architectural innovation. Here the modules remain intact, but innovation takes place in the way the modules are hooked together. (For a paradigmatic example of this kind of innovation, visit Legoland.) The possibility of architectural innovation underlies the benefits of economies of substitution discussed earlier.)

In terms of our earlier distinction between the corporate model and the spontaneous or voluntary model, the need for performance and rapid adaptability would tend to militate in the direction of the corporate (Langlois 1988). But this does not mean that unsatisfied needs for performance and rapid systemic adaptation therefore call for central planning on a Soviet scale. In Christiansen’s account, unmet performance needs do always call for an integrated corporate structure. But the network theorist Duncan Watts (2004) reminds us that a decentralized structure, with its ability to utilize “collective intelligence,” can sometimes be marshaled even in the service of an emergency response. His example is the way the Toyota Corporation responded in 1997 when the sole plant supplying a crucial component burned to the ground, threatening to bring production of an entire model to a halt. Rather than attempting to create centrally a new plant to make the component, Toyota instead tapped the knowledge and capabilities of a large number of its divisions and outside supplier with the intent of generating rapid trial-and-error learning.”

Posted in Peer Production | 2 Comments »

The issue of interoperability in 3D architectural design

photo of Michel Bauwens

Michel Bauwens
28th August 2008


Studio Wikitecture is an open group, composed of a diverse range of individuals from varying disciplines, interested in exploring the application of a open-source paradigm to the design and production of both real and virtual architecture and urban planning.

Amongst their projects is an award-winning 3D Wiki multiple-author 3D-urban project.

They have launched an important appeal to influence the future development of Second Life so that 3D designs can move from one platform to another.

Here’s a good explanation of the problems involved (excerpt only):

I’ve been using Second Life for a number of years now to run experiments, through our ‘Studio Wikitecture’ group, to see if a Metaverse, such as SL might one day act as the platform for collective intelligence in architecture and urban planning. I’m also an active member of the ‘RL Architects in SL’ group. As you can imagine, most of the members that compose these two groups are architects. What I have found, participating in these groups over the last year or so is that new members are always excited about using Second Life as either a collaborative tool or as a platform to exhibit their work. Unfortunately, however, their interest soon wanes when they find out there’s no easy way to import in models from third party programs. I realize there’s a number of grass-roots initiatives out there that have developed rough and crude ways to import from the following:

Blender / Sketchup / Max / Maya

Although, I give my utmost respect to the programmers that have developed these projects, to say they are crude, is to pay them a compliment. What invariably happens is that after sharing these links with the many people that ask, they come back (if they come back at all) even more confused and frustrated having labored through the elaborate and evolved process of copying and pasting pieces of code back and forth between one program and the other. The process is about as easy as painting with rice grains.

Having had a number of conversations over the year with people about this, I can say with confidence, that SL’s lack of portability is the number one hurdle for our demographic and the main reason why many people never come back. Although speculation, I would imagine this is a major hurdle for other groups as well.

What I don’t really understand is why this issue is not pushed more by the SL community at large. I have noticed there were a number of issues posted on SL’s Issue Tracker that call for portability of a number of various file types, such as .OBJ, .3DM, .3DS, .DXF, & .DAE.

What I don’t really understand is why, firstly, the overall SL community is not voting on this en masse and secondly, why have some of these grass-roots initiatives outlined above, just withered on the vine? Some of these projects are over two years old, with no sign of life or continued evolution since they were first posted.

Having been in the middle of this conversation for awhile, it seems the standard responses usually involve two factors: technology and/or SL’s economy—Technology, from the aspect that it’s currently still too difficult to do and economically, from the aspect that the sudden influx of new models would dilute the value of existing in-world creations, resulting in a negative impact on SL’s economy. Although I’m sure there are more reasons, these seem to be at the forefront of the discussion.

What confuses me, from my perspective anyways, is that these reasons still don’t seem plausible to me and I’m found wondering if I’m missing a valuable part of the equation.

First, although I have a limited background in programming, it appears from the existence of these grass roots projects, that portability is indeed obtainable. Having dabbled a little with each project above, I realize the process is laborious—cutting and pasting code from one program to the other.

I also realize that most of these conversion programs drastically simplify the form when imported into SL, such as textures being stripped off, and meshes and certain objects such as cylinders and sphere’s being simplified down to plain ‘box’ prims in SL. Although these are indeed hurdles, the technology is currently there to do this on a very limited basis.

What I don’t understand, is why these projects haven’t evolved into a more user-friendly format after the years they have been in place. This is just a lack of user-interface design verses a lack of back-end programming. Even though they are crude and might only import texture striped SL boxes in some cases, i know that I, as well has a horde of others, would still jump at the chance to have access to a tool like this and in most cases would actually pay good money for such a thing.”

This video, provides a nice overview of the technology behind Wikitecture 3.0 (‘Wikitecture’ being an experiment to work out the procedures and protocols necessary to harness a group’s collective intelligence in designing architecture):

Posted in Open Design | 2 Comments »

Eric Hunting on P2P Architecture (3): Plug-in approaches and the soft-high tech divide

photo of Michel Bauwens

Michel Bauwens
27th August 2008


The third part of our interview on p2p architecture.

Eric is still responding to the following multiple-thread question:

“do you have any ideas about a possible integration of what you call the soft-tech (if not anti-tech) sensibility of the ecovillage movement, and the more pro-high tech approaches, such as you mention, and I have also seen at work in the Viridian movement of Bruce Sterling and the people behind worldchanging.org. What I see as an emerging issue is the problem of scaling: how do we go from the passionate movements that you describe, especially with hobby enthusiasts, to the scale of global (albeit locally-specified and adaptable) solutions that can offer any hope for our dire biospheric straits? This is a feeling I often come up with: you see many things happpenign and already available as concrete solutions, but at the same time, the mainstream seems stuck and static?”

1. Towards a true plug-in architectural system

Eric Hunting:

What we have not as yet seen because the structural technology has not yet existed to support it is the effect on community P2P and concepts of propriety where architecture is both relatively resilient, able to support higher degrees of sound and visual insulation, and spontaneously adaptable at a very low level of labor, as would be the case with a true plug-in architectural system. Pavilion architecture allowed rapid evolution but still with a delay of some years between structural renovations, with a need for a large labor pool for key structural elements. With a plug-in architecture major reconfiguration of structures becomes a one to few person task taking a few days, allowing for more spontaneous experimentation and customization within an agreed-upon personal space and also the major reconfiguration of a whole community in response to seasons and different situations. Even in the highly socially dynamic environment of past communities, when a P2P negotiation was conducted on the design and construction of things, the results of these group decisions had to be lived-with for years to generations. So there was much emphasis on coming to definitive terms before any work was done. But with this new technology no decision really has to stand for a long time because there’s no terribly great labor overhead in construction and components can be freely re-used. What might this mean for the character of a habitat?

Also relating to this is the concept of macrostructure/microstructure systems or what I refer to as functionally generic architecture, which I think urban architecture is heading toward. This is where you have a heavy large-span macrostructure that defines the architecture of a community at the large community scale but is functionally generic at the human level, like an empty loft apartment building. This macrostructure is used as a host for a spontaneously adaptable in-fill microstructure that, because it has this larger sheltering structure functioning as a ‘skybreak’, does not need to be as robust in strength and so can be lower-tech. This is the strategy of Paulo Soleri’s larger arcologies where the macrostructure is essentially a heavy generic structural system organized into ‘cells’ of very large unit size -several storeys high and as wide at they are high- that the habitable architecture fills-in and often conceals. (many people have misinterpreted arcology structures because they could not visualize the scale, and so often assumed this ‘cell’ structure to be analogous to a prison cell or a human scaled honeycomb when, in fact, it’s an open volume as large or larger than a typical suburban housing lot) So you get this split in the nature of P2P negotiation between the non-evolving or very slowly evolving macrostructure and the fast and spontaneously evolving microstructure as the personal level. (of course, Soleri never intended for there to be any P2P negotiation at the macroscale level -that was his job as master architect…) I’ve had to consider this in the context of marine settlement because, early on, when a community is small and in sheltered water, it’s easy to make the whole community spontaneously evolvable but when you get to the open sea your dealing in heavy concrete structural systems with massive areas of structure covered in parkland that cannot physically evolve as easily while you still need to accommodate spontaneous adaptability at the human scale to prevent these larger structures from being made functionally obsolete too quickly. These are some of the things I’m particularly interested in seeing work in the context of a Maker incubator community.”

2. How to bridge the Soft-Tech vs. Eco-Tech divide?

Eric Hunting:

Concerning the question of how we bridge the divide between Soft-Tech and Eco-Tech; the point where they meet is something pragmatic environmentalists refer to as ‘appropriate’ technology. What is appropriate in the sense of optimal environmental sustainability relative to the context of a particular cultural and environmental setting and its particular logistics and economics. The soft-tech movement was/is counter-culturally premised. It’s based on the notion of turning culture back toward a presumably more sustainable pre-industrial predominately agrarian way of life as a solution to the inherent ills of ‘hard’ technology. It’s based on the presumption that primitive always equals sustainable. (a notion whose origins rest in Victorian Romanticism and which tends to overlook the simple fact that western Europe had largely denuded its landscape and re-instituted mass slavery and indentured servitude by the start of the Industrial Revolution…) The Eco-tech movement is super-culturally premised. It suggests that unsustainability was always an inherent problem in human civilization, always a precipitator of regional civilization collapse, and not just a just a problem of the Industrial Age and that the solution is more technology, not less, because the natural trend in evolution of industrial technology is toward increased resource efficiency. Efficiency equals sustainability. Environmental degradation and unsustainability are thus not a product of technology itself but rather the inefficiency of a given state of technology and persists as a result of the deliberate suppression of the advance of technology for the sake of economic and political hegemonies, as typified by the oil and auto industry cartels and their suppression of renewable and alternative energy technology. Appropriate technology takes a middle-ground approach you might call alter-cultural. It suggests that neither high nor low tech can be regarded as automatically more sustainable. Sustainability is context-specific. It agrees with the eco-tech premise that technology is not wrong or evil in and of itself but new or old technology have no automatic virtues either. They are equally potentially destructive when inappropriate. The plow could destroy the earth just as readily as the nuclear bomb if used the wrong way.

I think the biggest problem with bridging the gap here is going to be the attitudes of people in contemporary mainstream environmentalism, which is sliding toward a kind of self-absorbed religious extremism with an apocalyptic obsession. There’s much more pragmatism in the Eco-Tech camp and so they more readily accept the notion of appropriateness even though they desire to push the edge of that as rapidly as possible. But it’s a different story for the environmental mainstream. People are not really using and advocating soft technology because it’s demonstrably or provably more sustainable. They adopt it as an aesthetic and cultural statement and take it on faith that primitive equals sustainable. You don’t even hear the term ‘soft-tech’ used very much in the environmentalist community anymore even though it coined it. Any implication that what they are advocating is any kind of technology, and not an alternative to technology, is now blasphemy. I’ve had arguments with self-professed environmentalists where they actually objected to my use of the word ‘efficiency’ in any environmental context claiming that was a corporate culture buzzword. Increasingly, discussions of eco development mirror the sentiment of survivalists, with the same Malthusianist logic -which often stands in stark contrast to their veneration of the virtues of community. Environmentalism as a movement seems to have given up on the future and now, like the Christian right-wing, is just waiting for -praying for- apocalypse to come and sweep the non-believers out of the way. So much more convenient than actually having to negotiate with people you don’t like…

So I’m starting to think Alex Steffen’s and Cory Doctorow’s notion of an Outquisition has something to it -or more specifically the notion of Eco-Tech community safe-havens where the enthusiasts of Post-Industrial technology can cultivate it in a progressive environment. This is largely the same thing Marshal Savage was proposing in the Aquarius phase of TMP. He felt that in order to accelerate the cultivation of a potentially space-faring culture -a kind of Post-Industrial culture by default- one needed to put people in a situation and location that compelled them to pursue efficiency, environmental sustainability, and industrial self-sufficiency by any technological means as a way of life and as preparation for living beyond Earth. He chose the sea as a logical place to do that because it’s the next-best-thing to being in space and it insulates one from the instant material gratification of mainland markets, forcing you to figure out how to make what you need or want in new ways. It’s not as immediately deadly a place as space but it’s not as benign or homogenously rich with resources as the New World was so it challenges you to be smarter. You can live very comfortably -luxuriously- but not the same way you would on land. (as Jules Verne’s Captain Nemo pointed out) So Aquarius is intended to create a kind of new, largely ignored, country on the Equator where an Eco-Tech culture is independently cultivated to the point where one day, as Savage put it, it comes to the poker table of the world market like a player with a fire hose spewing chips up his sleeve. I tend to be of the opinion that we can also cultivate this ‘new country’ in a subversive way in the midst of the existing habitat. This is an option the Internet has given us; coordinated activity on a global scale through virtual community. We’ve now got this ability to create very tight social groups and coherent sub-cultural movements independent of location. But, as you note, there’s a real problem of how to turn the efforts of virtual communities into anything real, to go beyond intellectual products to things that constitute a physical habitat. This is a question I’ve long struggled with in the LUF because The Millennial Projects presents us with a very similar question; how do you turn the activity of a globally dispersed community of people linked only by Internet communications into the single largest space program in history?”

Posted in Open Design, Uncategorized | 2 Comments »

Decision Rights in Open Source

photo of Michel Bauwens

Michel Bauwens
27th August 2008


We continue our treatment of a number of research essays on the practicalities of the governance of open source communities, here we focus on decision rights.

For related treatment, see also our wiki entries on Particpation Architecture and the Governance Rights Typology.

The following is an excerpt from draft version of the article: Of Hackers and Hairdressers: Modularity and the Organizational Economics of Open-source Collaboration. By Richard N. Langlois and Giampaolo Garzarelli Journal Industry & Innovation, Volume 15 Issue 2 2008.

The chosen excerpt focuses on decision rights and challenges Yochai Benkler’s tripartite distinction between markets, hierarchies and social production.

Consider the following Table:

DON’T SELF-IDENTIFY SELF-IDENTIFY
PRODUCTS Inside contracting /or

Outsourcing

Classic Market
EFFORTS Classic Firm *Voluntary Production*

Commentary by Langlois and Garzarelli:

We can distinguish four possibilities:

Along one dimension is the issue of design: is assignment to task (and maybe even the division of labor itself) generated through the a centralized process or does it arise from the self-identification of collaborators with tasks? Along the other dimension is the problem of information and agency: are we talking about products cleanly measured and priced or are we taking about exchanges of effort that involve costs of measurement and agency?

In the upper left-hand box, the division of labor is centrally designed, but the products of that labor are easily measured and priced. This is the world of inside or outside contracting.

In the lower left-hand box, the division of labor remains centrally designed, but the cost of measuring and pricing transactions makes it cheaper to purchase the effort of collaborators directly. This is the classic firm.

In the upper right-hand box, participants self- select their contributions; but measurement and pricing costs are not prohibitive, and those contributions take the form of products offered on spec. This is the classic market. Finally, in the lower right-hand box, participants self-select their contributions (also effectively “on spec”); but those contributions come directly in the form of effort rather than of effort embodied in a product. This is the model of voluntary or open-source production.

Discussion of the Typology:

This two-dimensional schema has advantages, we argue, over the tripartite distinction Benkler (2002) offers among markets, hierarchies, and what he calls peer production. Benkler argues that a perceptible trend toward the increased importance of human capital in production is leading toward peer production and away from both markets and hierarchies. It may well be that, with economic growth and an expanding extent of the market, there is a general trend rightward in Figure 2, what Langlois (2003) calls the phenomenon of the Vanishing Hand. But an increased importance of human capital and greater spontaneity of production is consistent with markets as well as with decentralized collaboration through direct effort. Even apart from the likes of books, musical scores, or screenplays, there are a plethora of “consulting” services – from legal representation to brain surgery – that are priced on markets. The interesting issue, in the language of Baldwin and Clark (2003), is: when can cooperation be effectively measured and priced (and thus turned into “transactions”) and when not?”

“The most extreme form of a voluntary arrangement would occur when the self-selection of the collaborators itself actually creates the division of labor. This is far from unimaginable: it is exactly what happens in “the market” in the largest sense – including the market for software in the large. It also arguably happens in the context of academic open science, where the pattern of knowledge emerges from the self-selected research choices of the participants. If we cast our gaze down to a less lofty level, however, there almost always seems to be some pre-existing structure of possible tasks from which the participants choose.

At the level of any particular software project, the self-selection of workers to tasks takes place within the context of an established architecture or (at the very least) an established technological trajectory.”

For more, see how Christian Siefkes proposals on effort-sharing are distinguished from this concept of effort-trading.

Christian send us a note of caution concerning the concept of effort trading:

I think it’s a misnomer for the practices which I describe more aptly as “effort sharing”. Evidently, nothing is traded within open-source/peer-production projects, hence the term “effort trading”
doesn’t make sense.

I guess that’s another instance of the misanalysis we’ve recently seen on the Oekonux list: if you have the preconceived notion that all human interactions are “trading”, that naturally you will apply this term to all human interactions, whether appropriate or not. It’s like Patrick Anderson’s
sad (und usually wrong) assumption that lovers are “trading” with each other. I would strongly advise against using the term “effort trading”, since it gives people an utterly wrong picture of what is actually going on in free software and other peer production projects.

Posted in P2P Governance, P2P Hierarchy Theory | 1 Comment »