Friday 1 May, 2020

Evening exercise

On our walk yesterday evening, after the rain.


Quote of the Day

“There’s no better time than now to get in touch with the people you used to know.”

(Apart from anything else, they won’t be around forever.)


Which companies will survive the pandemic in good shape? Do you have to ask?

Useful analysis by the Economist:

Amid the chaos one thing, at least, is clear: a few powerful firms are set to gain more clout. Already some are a source of financial stability. It costs less to insure Johnson & Johnson’s debt against default than Canada’s. Apple’s gross cash pile of $207bn exceeds most countries’ fiscal stimulus. Unilever is funnelling cash to its army of suppliers (see article). In the long run this group of firms—call them the top dogs—may win market share by investing more heavily than, or buying, enfeebled rivals. The catch is that the post-pandemic world will put these corporate champions on a leash.

Downturns are capitalism’s sorting mechanism, revealing weak business models and stretched balance-sheets. In the past three recessions the share prices of American firms in the top quartile of each of ten sectors rose by 6% on average, while those in the bottom quartile fell by 44%. The drop in sales and profits in 2020 will be much steeper, though hopefully shorter, than in a typical slowdown.

A few firms directly hit by travel and shopping bans have spelled out just how steep. On March 23rd Primark, a fashion retailer, said it was shutting all 376 of its stores in 12 countries, forgoing over $770m in sales per month. It expects to save only half its costs. For most firms the picture is murkier, and perhaps not quite as glum. Some factories are still running and white-collar firms operate remotely. So far companies have announced a flurry of cuts to dividends and share buy-backs. But few have said exactly how much cashflow they expect to burn. For most it will be a lot.

Note the observation about Apple’s cash pile.


Contact-tracing apps are not a solution to the COVID-19 crisis

Like I said: there’s no magic tech bullet. The Brookings Institution has published a sensible overview of the issues:

We are concerned by this rising enthusiasm for automated technology as a centerpiece of infection control. Between us, we hold extensive expertise in technology, law and policy, and epidemiology. We have serious doubts that voluntary, anonymous contact tracing through smartphone apps—as Apple, Google, and faculty at a number of academic institutions all propose—can free Americans of the terrible choice between staying home or risking exposure. We worry that contact-tracing apps will serve as vehicles for abuse and disinformation, while providing a false sense of security to justify reopening local and national economies well before it is safe to do so. Our recommendations are aimed at reducing the harm of a technological intervention that seems increasingly inevitable.

The lure of automating the painstaking process of contact tracing is apparent.

But to date, no one has demonstrated that it’s possible to do so reliably despite numerous concurrent attempts. Apps that notify participants of disclosure could, on the margins and in the right conditions, help direct testing resources to those at higher risk. Anything else strikes us as implausible at best, and dangerous at worst.

Thanks to Seb for the link.


The US Higher Education bubble has just burst.

Rana Foroohar had a good piece the other day:

Now, with colleges shuttered, revenues reduced, endowment investments plunging, and the added struggle of shifting from physical to virtual education, Moody’s has downgraded the entire sector to negative from stable. The American Council on Education believes revenues in higher education will decline by $23bn over the next academic year. In one survey this week, 57 per cent of university presidents said they planned to lay off staff. Half said they would merge or eliminate some programmes, while 64 per cent said that long-term financial viability was their most pressing issue. It’s very likely we are about to see the hollowing out of America’s university system.

US universities are world class. But the system as a whole is in trouble. Cost is a big part of the problem. I’ve written many times about the US’s dangerous $2tn student debt load. Soaring tuition fees, worthless degrees and dicey investments made by both universities and the government have become a huge headwind to economic growth and social mobility.

John Cochrane from the Hoover Institution at Stanford is rather less polite:

It’s hard to think of a business model more susceptible to pandemics. Students come to universities from all over the country, and all over the world. Many US colleges are highly dependent on full-tuition revenue from overseas, especially China. College education was a big export industry for the US, which travel and visa restrictions are likely to kill.

Many state schools depend on people paying full tuition from out of state. Lots of people are not likely to want to pay for online classes, and they certainly don’t want to pay more quarters of room and board while living at home in another state.

Classes are really not the problem. Undergraduates barely go to classes anyway, and, as reviewed in previous super-spreader posts, we have not seen classrooms as a site of such events. It seems like if people don’t talk loudly, they don’t spread the virus. The main problem is that the college experience in most of the US centers on a loosely supervised alcohol-fueled bacchanalia. As Stanford’s president put it delicately in a recent email to faculty and staff, “A key challenge is the highly communal nature of our undergraduate living, dining and learning settings, which are not conducive to the physical distancing that has been a key means of controlling the pandemic…”.

How to spread Covid-19? Nursing home. Aircraft Carrier. Cruise Ship. Jail. College dorm or fraternity.

A single “Beer Pong” party where participants shared drink glasses at an Austrian ski resort is credited with producing hundreds of infections in Denmark, Germany, and Norway (Hruby, 2020). reports the excellent NBER working paper on Covid-19 models by Christopher Avery, William Bossert, Adam Clark, Glenn Ellison and Sara Fisher Ellison. Judging by the remains on my daily run past the frats at Stanford, normal life here consists of a lot of beer pong.

He also has some very interesting stuff about the vast endowments of fancy Ivy League schools. The endowments are, of course, enormous. But it turns out that they mostly consist of assets that are not liquid. One’s heart bleeds for the poor dears.


Quarantine diary — Day 41

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Monday 27 April, 2020

If you wanted evidence of the dramatic shift of power from governments to tech giants, then this is it

In my Observer column of 19 April I wrote about the decision of

the two huge tech companies that control mobile phone technology – Apple with its iOS operating system and Google with Android – to create application programming interfaces (APIs) that will enable governments to build and deploy proximity-tracking apps on every smartphone in the world. This is remarkable in two ways. One, it involves cooperation between the two members of a global duopoly that would normally trigger antitrust suits – yet there hasn’t been even a whimper from competition authorities. And two, the companies insist that if governments do not comply with the conditions that they – Apple and Google – are laying down, then they will withdraw the APIs. The specific condition is that apps using the APIs are not mandatory for citizens. They have to be opt-in. So here we have two powerful global corporations laying down the law to territorial sovereigns. Unthinkable a month ago. But now…

After the Apple/Google announcement there was widespread speculation that European and other governments which were contemplating centralised proximity-sensing apps would be moving towards decentralised systems and pressuring the companies to back off their ‘opt-in’ stipulation.

And now?

Reuters is reporting that Germany, which until last Friday was backing a centralised standard called Pan-European Privacy-Preserving Proximity Tracing (PEPP-PT), which would have needed Apple in particular to change the settings on its iPhones. But,

When Apple refused to budge there was no alternative but to change course, said a senior government source.

In their joint statement, Braun and Spahn said Germany would now adopt a “strongly decentralised” approach.

“This app should be voluntary, meet data protection standards and guarantee a high level of IT security,” they said. “The main epidemiological goal is to recognise and break chains of infection as soon as possible.”

This is just the latest example of a major trend which has serious implications for democracy. It’s what Frank Pasquale identified long ago as the ceding of territorial sovereignty to functional sovereigns, i.e. tech giants.


Cummings and SAGE meetings

Further to my suspicions about the influence of Dominic Cummings following the revelations that he was attending meetings of the ‘independent’ SAGE scientific advisory group…

In the interesting interview that Professor Neil Ferguson (a member of SAGE) gave to Unherd he says that “Dominic Cummings observed, but did not get involved in decision-making at SAGE”. That doesn’t quite settle the matter. I don;t know what the dynamics of decision making are in No 10, but my understanding is that Cummings has ready access to Johnson and it’s conceivable that his summary of SAGE views might have made an impression on the Prime Minister; After all he’s made a good living all his life by telling stories that were simple, memorable and wrong. And Cummings likes vivid, dramatic propositions. Pukka scientists, on the other hand, tend to favour reservations, probabilities and doubt, none of which make for vivid stories.

It will be a long time before we learn what actually went on, but in the meantime Professor Chris Tyler of UCL, whose research area is how politicians use scientific advice has some interesting reflections on the current controversy about Cummings’s role in all this. “A key question for me”, he writes,

is what role Cummings was playing on SAGE. There is a potential spectrum of engagement with the group which at one end is perfectly acceptable and at the other is completely unacceptable.

It could well be that Cummings wanted to listen to SAGE discussions so that he could gain an understanding of how the debate within SAGE led to its summaries and recommendations. This to my mind would be fine. After all, in conditions of extreme uncertainty, like with COVID-19, the debate is at least as important as the conclusions of deliberation.

One might argue that his very presence could impede on the independence of the advice. But I would contend that the members of SAGE are all grown-ups and can act independently even when being observed.

But what if the Guardian report that “Downing Street advisers were not merely observing the advisory meetings, but actively participating in discussions about the formation of advice” is accurate?

Interestingly, the notion of SAGE being independent appears nowhere in its 64 pages of guidelines. Even though everyone “knows” that SAGE should be independent, the government’s official guidelines do not recognise this “fact”. As a first step, the 2012 SAGE guidelines should now be updated to outline the role of SAGE – which should include “independence” – and instructions as to when and if it is appropriate for political advisers to be present and, if so, what role they should play.

In order for us to ascertain the role played by Cummings or any other future political adviser, the minutes of SAGE meetings must be made public. The government clearly believes that the advice provided to it by SAGE should be private, but that runs counter to its own guidance on how science advisory committees should work, which calls for “openness and transparency”.

The problem with not being open and transparent is that it is impossible for parliament, the media and researchers to scrutinise what is going on. What is the advice the government is being given? Is government really following that advice? Who is giving it?

Which brings up back to Cummings. As Charles Arthur observed this morning,

When Cummings was ill with Covid-19, for about two weeks, the government’s response to the media had a much calmer tone. Now he’s back it’s angrier, more Trump-ish in its out-of-hand dismissals of well-sourced stories when then turn out to be correct, and important.


YouGov: Only 9% of Britons want life to return to “normal” after the coronavirus outbreak is over

Hmmm… I wonder if this is the case. Or is it just fond hopes that will not survive the new reality?

According to this summary

  • People have noticed significant changes during the lockdown, including cleaner air, more wildlife and stronger communities.
  • More than half (54%) of 4,343 people who took part in the poll hope they will make some changes in their own lives and for the country as a whole to learn from the crisis.
  • >42% of participants said they value food and other essentials more since the pandemic, with 38% cooking from scratch more.
  • 61% of people are spending less money and 51% noticed cleaner air outdoors, while 27% think there is more wildlife.
  • Two-fifths said there is a stronger sense of community in their area since the outbreak began and 39% say they are catching up with friends and family more.

Quarantine diary — Day 37

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Sunday 26 April, 2020

Quote of the Day

We need a president who is a cross between F.D.R., Justice Brandeis and Jonas Salk. We got a president who is a cross between Dr. Phil, Dr. Strangelove and Dr. Seuss.


The New Yorker has had some wonderful cover illustrations during the crisis. This is one of them.


Contact apps won’t end lockdown. But they might kill off democracy

This morning’s Observer column

I could go on but you get the point. The problem with magic bullets is that they sometimes miss their target. The biggest issue of all with smartphone contact-tracing, though, is that it would mark a step-change in state surveillance capabilities. Such a momentous decision cannot be left to Matt Hancock and his colleagues in their Downing Street bunker. This is a central point in a landmark review of the issue conducted by UK research group the Ada Lovelace Institute. A decision to deploy mandatory proximity-sensing technology, says the institute, is too important to be left to technocrats. There has to be proper parliamentary scrutiny and primary legislation with real sunset clauses. No fudging with orders in council by frightened ministers. I agree. If we get this wrong, not only will we not succeed in easing the lockdown, but we might also be kissing goodbye to the shrivelled democracy we still possess. There’s no lockdown exit through the App Store.

Do read the whole piece


Contact-tracing, Singapore-style

It was one of those calls on a sunny Saturday afternoon during a barbecue that led to Singapore-based British yoga teacher Melissa (not her real name) learning she was at risk of contracting the virus.

“It was surreal,” she says, describing the moment an unknown number flashed up on her phone.

“They asked ‘were you in a taxi at 18:47 on Wednesday?’ It was very precise. I guess I panicked a bit, I couldn’t think straight.”

Melissa eventually remembered that she was in that taxi – and later when she looked at her taxi app realised it was a trip that took just six minutes.

To date, she doesn’t know whether it was the driver or another passenger who was infected.

All she knows is that it was an officer at Singapore’s health ministry that made the phone call, and told her that she needed to stay at home and be quarantined.

The next day Melissa found out just how serious the officials were. Three people turned up at her door, wearing jackets and surgical masks.

“It was a bit like out of a film,” she says. “They gave me a contract – the quarantine order – it says you cannot go outside your home otherwise it’s a fine and jail time. It is a legal document.

“They make it very clear that you cannot leave the house. And I knew I wouldn’t break it. I know that I live in a place where you do what you’re told.”

Two weeks later, Melissa had shown no symptoms of Covid-19 and could leave her house.

Source


“Beware of over-hyping contact tracing apps in coronavirus fight”

Very good OpEd piece in Nikkei Asian Review by James Crabtree, who is based in Singapore.


Quarantine diary — Day 36

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Saturday 25 April, 2020

Seen on our walk yesterday evening.


So the independent ‘scientific’ advice that the UK government is supposedly ‘following’ turns out not to be entirely independent

When on March 12 the government announced its fatuous ‘herd immunity’ strategy for dealing with Covid-19, some of us wondered what the eminent members of SAGE, its ‘independent’ body of scientific advisers, had been smoking. In the edition of this blog on March 13 I tried to do the maths:

Suddenly (yesterday) the UK government started to talk about “herd immunity” in relation to COVID-19. What it basically means is that if lots of people get the virus and survive it (which is likely for the majority of cases), then we will be in a better state to deal with it in future because those people will have immunity to it. Sounds reassuring, doesn’t it?

Er, perhaps not. Say 60% of the population gets it. That’s 40m infectees. With a 1% mortality rate, that’s 400,000 deaths. So we have to hope that the mortality rate will be a lot less than 1%. No matter how you look at it, this is deadly serious. Herd immunity doesn’t come cheap.

When I was composing that blog post the thought that was running through my mind was “this sounds to me like a classic Dominic Cummings stunt” but I dismissed it on the grounds that (a) the guy announcing it was an eminent (and I presumed independent) scientific knight, and (b) SAGE was entirely composed of folks like him who are not going to be pushed around by any swivel-eyed fanatic.

And now what do we find?

The Guardian today has a major scoop revealing that Cummings and one of his data-science buddies have been in SAGE meetings.

The prime minister’s chief political adviser, Dominic Cummings, and a data scientist he worked with on the Vote Leave campaign for Brexit are on the secret scientific group advising the government on the coronavirus pandemic, according to a list leaked to the Guardian.

It reveals that both Cummings and Ben Warner were among 23 attendees present at a crucial convening of the Scientific Advisory Group for Emergencies (Sage) on 23 March, the day Boris Johnson announced a nationwide lockdown in a televised address.

Yeah, but what about all the meetings before the March 23rd one? Well,

Multiple attendees of Sage told the Guardian that both Cummings and Warner had been taking part in meetings of the group as far back as February. The inclusion of Downing Street advisers on Sage will raise questions about the independence of its scientific advice.

So now we have even stronger grounds for demanding that the membership of SAGE be publicly revealed.

En passant, I’m also wondering why none of these eminent scientific advisers didn’t walk out the moment Cummings appeared in the room. Their much-vaunted ‘independence’ has now been tainted. Their only consolation is that when the government tries to fit them up for the role of guilty men and women when the time comes to allocate responsibility for the catastrophic handling of the pandemic, they can always say “it was Cummings wot done it, guv”.

And as for “following the science” from now on read “following the politics”.


What the UK government knew — last year

From the leaked report for 2019. Yes, that’s 2019. And note particularly the last line.

So the next time you hear a government minister say that nobody saw this coming, just wave this at him/her.


Aw, isn’t that nice. I’m in the money at last.

From today’s inbox.

A blast from the past! Once upon a time this kind of crap was routine.


Can this be genuine?

From Dave Winer’s blog. If it is real, then it suggests that the NYT really needs to unlock itself from the “balance as bias” trap. When talking about this I still use Paul Krugman’s example in a talk he gave to Harvard students many moons ago.

“Dick Cheney [then the Vice President] says the earth is flat”.

“Here’s how the New York Times reports it. ‘Vice President says earth is flat; others disagree’.”


Autocrats are using the pandemic as cover for power-grabs

From this week’s Economist. Every problem is someone else’s opportunity.


Quarantine diary — Day 35

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Friday 24 April, 2020

Quote of the day

“There is no nonsense so arrant that it cannot be made the creed of the vast majority by adequate governmental action.”


So who is providing the ‘science’ that the UK government claims to be following?

Answer: the Scientific Advisory Group for Emergencies — SAGE. But here’s the strange thing: its list of members is secret, its meetings are closed, its recommendations are private and the minutes of its deliberations are published much later, if at all.

Yet, as the New York Times notes, government ministers endlessly invoke SAGE’s name without ever explaining how it comes up with its advice — or even who these scientists are.

Why is this? Various possible explanations. One is Whitehall’s traditional (and pathological) dislike of openness and transparency in favour of official secrecy. Another is a desire to shield scientists and medics from hysterical trolling like what has happened in the US to Dr Anthony Fauci.

But there is a more sinister explanation. It is that it will provide this chaotic Johnson administration with a cast-iron alibi for escaping responsibility for their catastrophic mismanagement of the pandemic when the time comes for an inquiry into what happened. “We were just following scientific advice”, they will say. It’s a variant on the old WW2 excuse about just following orders.

This lack of transparency was once a puzzle. Now that the economy is tanking as a result of how the pandemic has been handled, it’s become a scandal. Will any of the journalists who (virtually) attend the government’s daily briefings ask why SAGE’s membership and advice is not being published?


Coronavirus: YouTube bans ‘medically unsubstantiated’ content

According to a BBC report, YouTube has banned any coronavirus-related content that directly contradicts World Health Organization (WHO) advice.

The Google-owned service says it will remove anything it deems “medically unsubstantiated”.

Chief executive Susan Wojcicki said the media giant wanted to stamp out “misinformation on the platform”.

The move follows YouTube banning conspiracy theories falsely linking Covid-19 to 5G networks.

Mrs Wojcicki made the remarks on Wednesday during her first interview since the global coronavirus lockdown began.

“So people saying, ‘Take vitamin C, take turmeric, we’ll cure you,’ those are the examples of things that would be a violation of our policy,” she told CNN. “Anything that would go against World Health Organization recommendations would be a violation of our policy.”

Well, we should be thankful for small mercies, I suppose. So that’s Coronavirus dealt with then? But is YouTube now going to take down all the conspiracy theories about MMR that have been uploaded by anti-vaxx nutters and disseminated by YouTube? After all, as Charles Arthur remarked on this morning’s Overspill, measles kills people too.

Correction: in the first edition of this blog yesterday the reference to ‘MMT’ should have been to MMR. Thanks to the reader who pointed out the error.


How to deal with credulous fools

The quotation at the top comes from a lovely essay by Bertrand Russell. I particularly liked the way he ended it.

I admire especially a certain prophetess who lived beside a lake in Northern New York State about the year 1820. She announced to her numerous followers that she possessed the power of walking on water, and that she proposed to do so at 11 o’clock on a certain morning. At the stated time, the faithful assembled in their thousands beside the lake. She spoke to them, saying: “Are you all entirely persuaded that I can walk on water?” With one voice they replied: “We are.” “In that case,” she announced, “there is not need for me to do so.” And they all went home much edified.

As the Italians say, even if it’s not true it deserves to be.


If people have to stay at home are are thereby unemployed, there are lots of jobs they could do

We need to think like FDR about this. There are lots of things that need doing, but at the moment are not being done. Alex Tabarrok has some useful ideas in that line:

Sick pay pays sick people to stay home but to defeat the virus we also want lots of healthy people to stay home. We also want to support people who are at home because they can’t find work. We can accomplish these goals by subsidizing work using services like Upwork or Mechanical Turk. Jobs on platforms like Upwork are the shovel-ready work of the 21st century. A 21st century jobs program would pay people to stay home and isolate, support people without work, and produce some useful output all at the same time.

Instead of paying people to dig and then fill ditches* we could pay people to help train machine-learning apps, enter data, subtitle videos. take surveys, maybe even fold proteins to disrupt viruses.

More generally, how about paying people to take online courses? i.e. an income support program and a human capital investment program at the same time. Of course, not everyone would do well and people would cheat but think of these programs as a combination of paying people to isolate, maintaining aggregate demand and providing a source of income when low-wage restaurant and other service-jobs are declining but with a work requirement.

Footnote This was a reference to a famous passage in Keynes’s General Theory:

“If the Treasury were to fill old bottles with banknotes, bury them at suitable depths in disused coalmines which are then filled up to the surface with town rubbish, and leave it to private enterprise on well-tried principles of laissez-faire to dig the notes up again… the note-bearing territory), there need be no more unemployment and, with the help of the repercussions, the real income of the community, and its capital wealth also, would probably become a good deal greater than it actually is. It would, indeed, be more sensible to build houses and the like; but if there are political and practical difficulties in the way of this, the above would be better than nothing.”


A book for its time

David Vincent’s new book is out! Talk about timing!


Quarantine diary — Day 34

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Thursday 23 April, 2020

Liftoff!

At a time when the entire country would love to throw off the shackles of self-isolation and quarantine I thought this might lift spirits. It’s from a series of photographs I took of kite-surfers on Brancaster beach in North Norfolk last year.

Click on the image for a bigger version.


Who’s behind all those “reopen” sites in the US?

Cory Doctorow runs Pluralistic, a clever site which is also available as a daily email newsletter. I’m finding it a great source of news and information which mainstream outlets seem to miss. Today he pointed to a remarkable piece of detective work by Brian Krebs, who runs one of the best security websites on the Internet. As Trump-fuelled demonstrations against the lockdown started to appear in (mostly) Democrat-governed states, he noticed a spike in new websites supporting these demonstrations. So he started to investigate who was behind this surge in new domains. Answer: (in Cory’s words) “Koch Network, grifters, GOP orgs and musketfuckers.” Some of the sites were basically fronts for selling libertarian tee-shirts. But it’s an interesting example of how how gun-fanatics and alt-right activists will exploit any opening for both political and financial gain.

Also illustrates how the US is morphing into a failing state.


A rhyme for our time

A friend who has a lovely wry sense of humour sent me this.

She described it in her email as “a piece of doggerel that I wrote to cheer myself up”. Well, it certainly cheered me up. But doggerel it certainly isn’t.


Contact-tracing apps. Our looming Faustian bargain

If you’re worried about proximity-sensing apps then this podcast episode with David Aaronovitch and Danny Fortson provides a very accessible explanation of the technology and why we might plausibly accept a Faustian bargain between privacy and escape from lockdown.

Thanks to Seb Schmoller for the pointer.


Quarantine diary — Day 33

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Sunday 19 April, 2050

Quote of the Day

”An alien might someday ask how the entire population was bugged. The answer would be that humans gave each other surveillance devices for Christmas, cleverly named Echo and Home.”


When Covid-19 has done with us, what will be the new normal?

This morning’s Observer column:

The most important implication of the breakneck changes currently under way, though, is that there’s no going back to normality. That train has left the station. The coronavirus isn’t going away. And even when there is a vaccine, the risk will endure, because climate change and the erosion of wildlife habitats will ensure a ready supply of zoonotic viruses. Companies will have learned to build supply chains with resilience built in. White collar workers will have discovered that they don’t have do as much commuting as before. Air travel will go back to being a luxury. And so on.

A useful metaphor for the new normal will be what happens when driving a car on black ice. The worst thing to do is to slam on the brakes, because then you completely lose control. Instead you pump them – brake a little, then back off and repeat the process until back on gritty tarmac. Our immediate futures will be like that: a combination of what some people are beginning to call “the hammer and the dance” – the hammer of successive lockdowns followed by digital dances in which we use surveillance and testing to find and control outbreaks. We are heading into a cautious, rather than a brave, new world – with Orwellian overtones. I wonder what Aldous Huxley would have made of that.

Read on


Bill Gates and the pandemic

Link

This is a TED talk that Bill Gates in 2015. That’s five years ago. “Today” he said, “the greatest risk of global catastrophe doesn’t look like this”. At which point up came a photograph of the mushroom cloud of a nuclear bomb. “Instead”, he went on, “it looks like this”. And up popped an electron microscope image of a corona virus.

It’s called foresight.


The Andreessen manifesto

Marc Andreessen is one of the most interesting (and sometimes annoying) people around. As a graduate student he more or less made the Internet mainstream: with Eric Bina he wrote Mosaic, the first proper browser — the program that made ordinary people realise what this Internet thingy was for. Now he runs a major Silicon Valley venture capital firm. And every so often he launches a broadside on the world. His latest is entitled “It’s Time to Build” and this is how it begins…

Every Western institution was unprepared for the coronavirus pandemic, despite many prior warnings. This monumental failure of institutional effectiveness will reverberate for the rest of the decade, but it’s not too early to ask why, and what we need to do about it.

Many of us would like to pin the cause on one political party or another, on one government or another. But the harsh reality is that it all failed — no Western country, or state, or city was prepared — and despite hard work and often extraordinary sacrifice by many people within these institutions. So the problem runs deeper than your favorite political opponent or your home nation.

Part of the problem is clearly foresight, a failure of imagination. But the other part of the problem is what we didn’t do in advance, and what we’re failing to do now. And that is a failure of action, and specifically our widespread inability to build.

We see this today with the things we urgently need but don’t have…

Worth reading.


More on contact tracing

If you’d like a good general guide to most of the key issues in the arguments about using smartphones for contact tracing, then “Outpacing the Virus:Digital Response to Containing the Spread of COVID-19 while Mitigating Privacy Risks” from the Safra Center at Harvard is pretty good.

And Tyler Cowen points out in his Bloomberg column that the coming societal dependence on smartphone technology will create a new digital divide. “All of a sudden the US will have a new segregation — between those who have smartphones and those who don’t. If you’re on the wrong side of that divide many places and services will be hard if not impossible to reach”.


Quarantine diary — Day 29

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Saturday 18 April, 2020

Thank God for Marina Hyde

If, like me, you are getting so pissed off by the government’s daily Corona briefings, then Marina Hyde’s wonderful column this morning will be music to your ears. Here’s a sample:

News that Matt Hancock, the health secretary, used Friday morning to announce a “six-point battle plan” stirs memories of yore – Thursday afternoon – when the supply prime minister, Dominic Raab, announced his “five tests”. Indeed, those five tests themselves felt like the twitch of a phantom limb, redolent of the time Hancock announced his “five pillars”. Five pillars – like Islam, or the lost Temple of Cybele in Rome, or a Floridian McMansion where the contractor went bust halfway through completing the portico.

You don’t hear a whole lot about Matt’s five pillars these days, though the announcement of them did the job at the time. On Wednesday, Hancock drew attention away from the desperate shortage of PPE in care homes by re-announcing an NHS-style badge for those who work in care. Alas, in a development best described as ironicidal, the care badge website then swiftly ran into difficulties, leaving visitors greeted with the news that there was now a shortage of care badges. Until production is “ramped up”, it’s hard not to conclude that the chief success of the care badge was to form a psychic shield around the health secretary. It will, however, take more than a badge if he doesn’t hit his 100,000 tests a day target for the end of April, having already missed the 25,000-a-day target for the middle of the month.

Can you recall if the 100,000 tests was ever technically a pillar? It all feels beyond living memory. If you told me he had announced them sometime in the mid-Cretaceous period, staring soulfully into the camera even as a T-Rex pursued him, I’d believe you. In fact, it was a fortnight ago…


The twin problem of the British system: government by amateurs and state (in)capacity

It has taken a while, but this is what the virus has taught us so far. The UK has two big problems:

  1. We are governed by amateurs who until recently thought that responsibility for one’s actions was something that only lesser mortals worried about. In recent times, this is mainly about the Tory party and the people who have led it. After its defeat by Tony Blair in 1997, the party was led by a succession of screwballs and jokers — William Hague, Ian Duncan-Smith and Michael Howard. Then along comes David Cameron, who actually won a couple of elections and swaggered into the 2016 Referendum with Etonian swagger: he would convince the Europeans to give him a few token concessions that would be enough to sideline the swivel-eyed nutters in his own party, and the warnings of Establishment capitalism would frighten the punters to deliver the correct verdict. All delusional. He was then briefly succeeded by Theresa May, the embodiment of the Head Girl of a Grammar School; she did at least understand responsibility but unfortunately couldn’t run a bath. And then comes Boris Johnson, the most egregious bluffer of the lot, with an entitlement obsession bordering on the pathological and a smug confidence that there was nothing he couldn’t get through with a few jokes and some faux-Churchillian bluster. And even when he ran into an immovable obstacle called Covid-19 he didn’t get it for a while — as this fascinating Guardian account makes clear. It’s possible that his near-death experience might transform him into a serious human being, but I wouldn’t bet on it once he’s back firing on all cylinders. But thousands of people are paying with their lives for the complacent failures of Johnson and his Brexit-obsessed crew to mobilise earlier.

  2. We have also belatedly discovered the extent to which the British state suffers from a capacity deficit. This is what we learn every day in these government ‘briefings’. And it’s becoming more embarrassing by the minute as European states like Germany and Italy — yes Italy! — demonstrate their superior capacity to address the challenges of the virus. This state incapacity has clearly been building for a long time: it’s partly a product of ideology and an obsession with the short-term; it may also be partly due to the obsession with terrorism over and above other risks (even though pandemic risk was, in theory, the #1 item on the national risk register, with terrorism as #3). We will need a proper inquiry into this when the panic subsides.


The looming battle over smartphone-based proximity tracking tech

Very useful Techcrunch report on the developing row between those who want to have centralised tracking and those who believe the data should be kept on users’ phones, with a server basically just doing notifications to users. This row presages a nightmare scenario with real divergence between centralisers and de-centralisers. The EU seems to be leading the centralised charge (while of course denying that it is favouring anything of that kind), and seeming to consider leaning on Apple and Google to make sure that their forthcoming APIs allow centralised tracking.

Needless to say, the argument for centralised tracking is that the pandemic overrides namby-pamby reservations about privacy and the danger of constructing the architecture of a surveillance state. Behind this lies the framing of the pandemic as a “war” on the virus, accompanied by the usual soothing bromides that the powers and the tech will be withdrawn once the war is over. But ‘wars’ like this never end (just like the ‘war on terror’ after 9/11), and the architecture of surveillance is therefore never dismantled.


Other uses of a smartphone-tracking app

Robert Shrimsley in today’s Financial Times


Quarantine diary — Day 28

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Friday 17 April, 2020

Emmanuel Macron says it is time to think the unthinkable

Today’s Financial Times has a very interesting, wide-ranging interview with the French President. One segment in particular stood out for me:

There is a realisation, Mr Macron says, that if people could do the unthinkable to their economies to slow a pandemic, they could do the same to arrest catastrophic climate change. People have come to understand “that no one hesitates to make very profound, brutal choices when it’s a matter of saving lives. It’s the same for climate risk,” he says. “Great pandemics of respiratory distress syndromes like those we are living through now used to seem very far away, because they always stopped in Asia. Well, climate risk seems very far away because it affects Africa and the Pacific. But when it reaches you, it’s wake-up time.”

“Mr Macron likened the fear of suffocating that comes with Covid-19 to the effects of air pollution. “When we get out of this crisis people will no longer accept breathing dirty air,” he says. “People will say . . . ‘I do not agree with the choices of societies where I’ll breathe such air, where my baby will have bronchitis because of it. And remember you stopped everything for this Covid thing but now you want to make me breathe bad air!’”

This is the top story today IMHO. One way of looking at the Coronavirus crisis is as a dry run for the really existential crisis that’s on its way further down the line — catastrophic climate change. And the question is: will the trauma of the pandemic persuade publics worldwide that we can’t go on as before?

Just now, though, the yearning is for the current crisis to be over. Alas, that moment might be some way off. So it’s worth thinking trying to figure out what a realistic scenario might look like, and what needs to be prioritised as we make the transition into that new future.

In that context, a recent YouGov survey of British public opinion is interesting. According to one report, the survey found that:

  • Only 9% of Britons want life to return to “normal” after the coronavirus outbreak is over.

  • People have noticed significant changes during the lockdown, including cleaner air, more wildlife and stronger communities.

  • More than half (54%) of 4,343 people who took part in the poll hope they will make some changes in their own lives and for the country as a whole to learn from the crisis.

  • 42% of participants said they value food and other essentials more since the pandemic, with 38% cooking from scratch more.

  • 61% of people are spending less money and 51% noticed cleaner air outdoors, while 27% think there is more wildlife.

  • Two-fifths said there is a stronger sense of community in their area since the outbreak began and 39% say they are catching up with friends and family more.

A global poll conducted by Ipsos/Mori found wide divergences of views when people were asked if they believed that things would get back to normal soon.

Personally, I don’t take this poll seriously simply because the question it was asking (“do you expect things to return to normal by June?”) is daft. But it does suggest wide cultural divergence in expectations on how long this crisis will last.

The YouGov poll was commissioned by a number of organisations, one of which was the Royal Society of Arts. Matthew Taylor, its Chief Executive, has an interesting essay on what comes next. “It is natural to think about the next few months of the pandemic as ‘the crisis’ and ‘the world afterwards’”, he writes. “But it may be more useful to think of three stages:”

  • the immediate crisis
  • the transitional period
  • the emergence of a new normal.

The transition period may last some time and it is important to start exploring the principles that could and should govern it. Emergency powers and measures aren’t right for an extended period of time.

Democracy, transparency, devolution, protecting health, and protecting the most vulnerable should be some of our priority principles for transition.

Taylor’s essay spells some of this out in more detail.


The WHO shouldn’t be a plaything for great powers

Just because Trump is scapegoating it doesn’t mean the WHO hasn’t made mistakes. Trump’s ploy to de-fund the WHO is a transparent effort to distract from his administration’s failure to prepare for the COVID-19 pandemic. It would also be disastrous because many countries, especially poor ones, currently depend on the WHO for medical help and supplies. However, writes Zeyney Tufecki, it is also true that in the run-up to this pandemic, the WHO failed the world in significant ways.

It failed, she argues, because it’s unduly attentive to the whims of the nations that fund it and choose its leader. In July 2017, China moved aggressively to elect its current leadership, for example. Instead of fixing any of the problems with the way the WHO operates, though, Trump seems to merely want the United States to be the bigger bully than China.

Tufecki’s argument is that one can see the desire not to offend China in the WHO’s initial response to the outbreak in Wuhan. The organisation, she continues, should

not have brazenly tweeted, as late as January 14, that “preliminary investigations conducted by the Chinese authorities have found no clear evidence of human-to-human transmission of the novel #coronavirus (2019-nCoV) identified in #Wuhan, #China.” That claim was false, and known by the authorities in Wuhan to be false.. Taiwan had already told the WHO of the truth too. On top of that, the day before that tweet was sent, there had been a case in Thailand: a woman from Wuhan who had traveled to Thailand, but who had never been to the seafood market associated with the outbreak—which strongly suggested that the virus was already spreading within Wuhan.

The trouble with the WHO is the problem that every major UN organisation has — it’s dominated by the countries that fund it. And ever since China has begun to become more involved in international organisations — and stumping up funding for them — they have become more attentive. Much the same seems to be happening to the International Telecommunications Union (ITU) which is being pushed by China and a number of other authoritarian states to change Internet protocols to make the network more susceptible to central control — using as a rationale the need to update the network to be able to serve the Internet of Things.

Still, Facebook hasn’t yet caught up with Trump’s disapproval of the WHO. It will will steer users who interact with coronavirus misinformation to the WHO!


Libra turns out to be a feeble duck, but, sadly, one that is not yet dead.

When Facebook unveiled its Libra cryptocurrency project last June, the company described it as a futuristic global money that could serve as the foundation for a new kind of financial system. But on Thursday it rolled out a feebler design for Libra after the effort encountered numerous hurdles and heavy regulatory scrutiny. It’ll basically be just another PayPal. Couldn’t happen to nastier people.


Twitter, masks and expertise.

So, it turns out that the medical establishment is no longer quite so sure that wearing masks in public is not necessary. That, at any rate, is my reading of this editorial in the British Medical Journal, a pukka source if ever there was one.

“Covid-19: should the public wear face masks?”, it asks. And the answer: “Yes — population benefits are plausible and harms unlikely”. This is really interesting because the “expert” advice relied upon by the government was dismissive of the importance of masks except in clinical settings, and the only places where the case for wearing masks was consistently argued were social media, and especially Twitter.

This makes uncomfortable reading for those of us — including me — who are deeply suspicious of much of the stuff that circulates on those media. What it highlights — as Ben Thompson has been pointing out in his (paywalled) newsletter — is that the abundance of information on social media has both a good and a bad side: there’s a lot of crap but there’s a lot of good stuff too. And in a situation like the current pandemic, where so much is unknown (for example the mortality rate and the proportion of the population that is asymptomatically infected) then mainstream media has been too dependent on ‘expert’ opinion — that has been shown to be faulty.


The tech giants are here to stay

One of the few certainties about the post-pandemic world is that the dominance of the big five tech giants we be further enhanced. See Farhad Manjoo’s piece in the NYT for a fuller exposition. This will change the regulatory landscape; and the debate about what to do about this kind of corporate power.


“It’ll be all over by Christmas”

No it won’t. But if you want a real dystopian take on the next phase of this, then Charlie Stross’s blog post should see you right.


Quarantine diary — Day 27

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Tuesday 14 April, 2020

Smartphone proximity-tracking is coming, so it’s vital to think about the dangers and how to avoid them

In addition to Ross Anderson’s observations on the Light Blue Touchpaper blog, another really useful source is the briefing on the technology by Privacy International. It concludes that Bluetooth is probably the least-bad option, provides an excellent primer on the technology and comes to a rounded, careful verdict:

Bluetooth LE has the capability of being both the least intrusive of tracking technologies (based on proximity between people choosing to use the app), whilst at the same time being highly intrusive in movement and interaction tracking (because its proximity is so small, and works as broadcast), and deanonymisation will necessarily cascade as the infection continues to spread, and uptake of apps increase.

As with everything we’re seeing in the age of Covid-19, we must be highly aware of the limitations of the choices we are offered. It is also important that technical and legal safeguards around the processing and storage of data — especially when those data can be used for deanonymisation — are not bypassed or ignored in the rush to deploy technology, however well-meaning or indeed vital it may be. It’s also important to ensure that there exists a genuine need to use location tracking that is supported by the scientific evidence, given contact tracing is more effective at earlier stages of tackling pandemics.

Balancing the risks of location tracking also involves consideration of whether the apps will be effective given the down-sides. In the example of the United Kingdom, as identified by the Big Data Institute, this not only relates to adoption of the app – they estimate that over 60 per cent of the UK’s population would have to be using the app for digital contact tracing to reach enough people as they become infected. It is also essential, in their view, that people identified by the contact tracing app be promptly tested. This may require a significantly higher rate of testing that we’ve so far seen in the UK. As of March 24, UK government data shows 90,436 people have been tested in Britain (population 66.44 million) compared to more than 330,000 in South Korea (population 51.47m).

Alternatives to using Bluetooth include the use of apps collecting GPS and Wifi location data and storing everything on a central server, or government authorities going directly to telecommunications operators themselves. Despite the drawbacks of Bluetooth, some of which we’ve explored in this primer, with the use of changing UUIDs, apps only tracking other users, and opt-in of upload of localised data, it’s a far less intrusive tracking method than some alternatives.

Emphasis above is mine. The technology is not a magic bullet. But it would be useful provided that people identified by proximity-sensing are promptly tested. Evidence so far suggests that the British state is nowhere near being able to do that.


Remember that the pandemic is also providing terrific opportunities for Big Brother. Which is why any legalised use of it requires sunset clauses.

As this useful compendium site demonstrates.

The point about sunset clauses (i.e. provisions in enabling legislation) is that they enable legislatures periodically to review the continuing need for the surveillance powers. That’s why framing the crisis as a ‘war’ on the virus is so dangerous: there isn’t any logical end-point for a ‘war’ against such a pervasive and elusive adversary. And so the powers will continue to be necessary ad infinitum. We should have learned that from the “war on terror”.


Zoom Is a Nightmare. So why is everyone still using it?

Here’s a fairly routine catalogue of Zoom’s multifarious flaws. But the author does ask an important question: should we collectively impose a sunset clause on our use of Zoom? That is, should we move to something better when this crisis eases or ends?

And what would that ‘something better’ be?


Missing the office? There’s an album for that

Now this is something you’d could not make up. You can buy an album of sounds from pre-1990s offices from the Smithsonian archive. They include a manual typewriter in action (and an electric one, though I’m not sure if it’s an IBM Golfball one) and even a Coffee-break, Complete with the sounds of coffee being poured from a jug!! Sacre Bleu!

What it brings back to me is the closing scene of the film All the President’s Men – which overdubs the distant commentary on TV coverage of Nixon’s Inauguration ceremony with the sounds of the Washington Post‘s newsroom, clacking typewriters and all.

Sigh. I had an Olivetti portable typewriter once. And an IBM Golfball too, for that matter. Remind me to tell you about the Boer War sometime.


Quarantine diary — Day 24

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