HI Billy,

I agree with pretty much everything in this article, especially the last part:

> Consumers will have little difficulty adapting to the new age of better 
> products, swiftly delivered. Governments, however, may find it harder. Their 
> instinct is to protect industries and companies that already exist, not the 
> upstarts that would destroy them. They shower old factories with subsidies 
> and bully bosses who want to move production abroad. They spend billions 
> backing the new technologies which they, in their wisdom, think will prevail. 
> And they cling to a romantic belief that manufacturing is superior to 
> services, let alone finance.
> 
> None of this makes sense. The lines between manufacturing and services are 
> blurring. Rolls-Royce no longer sells jet engines; it sells the hours that 
> each engine is actually thrusting an aeroplane through the sky. Governments 
> have always been lousy at picking winners, and they are likely to become more 
> so, as legions of entrepreneurs and tinkerers swap designs online, turn them 
> into products at home and market them globally from a garage. As the 
> revolution rages, governments should stick to the basics: better schools for 
> a skilled workforce, clear rules and a level playing field for enterprises of 
> all kinds. Leave the rest to the revolutionaries.
> 

Also, they miss one more critical trend: manufacturing has gotten so cheap, 
many projects can be jump-started with "crowd funding" before (and in some 
cases instead of) traditional industrial capital:

http://seekingalpha.com/article/470631-3-reasons-crowdfunding-is-good-for-investors

No, not every product and company will use 3D printing and crowd funding.  But 
enough will that it will dramatically reshape the market for those that don't.

-- Ernie P.


On Apr 23, 2012, at 10:35 AM, [email protected] wrote:

> Not sure when writers will stop saying "Third Industrial Revolution."
> This phrase has been used repeatedly since some time in the 1980s
> to denote dramatic changes in the Capitalist system, such as the changeover
> to information driven businesses. Regardless, a thought-provoking article
> even if some of the assumptions the writer makes
> are characteristically British.
>  
>  
> Sir William of Eugene-on-Willamette
>  
> ==============================================
>  
>  
> The Economist
>  
> The third industrial revolution
> 
> The digitisation of manufacturing will transform the way goods are made—and 
> change the politics of jobs too
> 
> Apr 21st 2012
> 
>  
> THE first industrial revolution began in Britain in the late 18th century, 
> with the mechanisation of the textile industry. Tasks previously done 
> laboriously by hand in hundreds of weavers’ cottages were brought together in 
> a single cotton mill, and the factory was born. The second industrial 
> revolution came in the early 20th century, when Henry Ford mastered the 
> moving assembly line and ushered in the age of mass production. The first two 
> industrial revolutions made people richer and more urban. Now a third 
> revolution is under way. Manufacturing is going digital. As this week’s 
> special report argues, this could change not just business, but much else 
> besides.
> 
> A number of remarkable technologies are converging: clever software, novel 
> materials, more dexterous robots, new processes (notably three-dimensional 
> printing) and a whole range of web-based services. The factory of the past 
> was based on cranking out zillions of identical products: Ford famously said 
> that car-buyers could have any colour they liked, as long as it was black. 
> But the cost of producing much smaller batches of a wider variety, with each 
> product tailored precisely to each customer’s whims, is falling. The factory 
> of the future will focus on mass customisation—and may look more like those 
> weavers’ cottages than Ford’s assembly line.
> 
> Towards a third dimension
> 
> The old way of making things involved taking lots of parts and screwing or 
> welding them together. Now a product can be designed on a computer and 
> “printed” on a 3D printer, which creates a solid object by building up 
> successive layers of material. The digital design can be tweaked with a few 
> mouseclicks. The 3D printer can run unattended, and can make many things 
> which are too complex for a traditional factory to handle. In time, these 
> amazing machines may be able to make almost anything, anywhere—from your 
> garage to an African village.
> 
> The applications of 3D printing are especially mind-boggling. Already, 
> hearing aids and high-tech parts of military jets are being printed in 
> customised shapes. The geography of supply chains will change. An engineer 
> working in the middle of a desert who finds he lacks a certain tool no longer 
> has to have it delivered from the nearest city. He can simply download the 
> design and print it. The days when projects ground to a halt for want of a 
> piece of kit, or when customers complained that they could no longer find 
> spare parts for things they had bought, will one day seem quaint.
> 
> Other changes are nearly as momentous. New materials are lighter, stronger 
> and more durable than the old ones. Carbon fibre is replacing steel and 
> aluminium in products ranging from aeroplanes to mountain bikes. New 
> techniques let engineers shape objects at a tiny scale. Nanotechnology is 
> giving products enhanced features, such as bandages that help heal cuts, 
> engines that run more efficiently and crockery that cleans more easily. 
> Genetically engineered viruses are being developed to make items such as 
> batteries. And with the internet allowing ever more designers to collaborate 
> on new products, the barriers to entry are falling. Ford needed heaps of 
> capital to build his colossal River Rouge factory; his modern equivalent can 
> start with little besides a laptop and a hunger to invent.
> 
> Like all revolutions, this one will be disruptive. Digital technology has 
> already rocked the media and retailing industries, just as cotton mills 
> crushed hand looms and the Model T put farriers out of work. Many people will 
> look at the factories of the future and shudder. They will not be full of 
> grimy machines manned by men in oily overalls. Many will be squeaky clean—and 
> almost deserted. Some carmakers already produce twice as many vehicles per 
> employee as they did only a decade or so ago. Most jobs will not be on the 
> factory floor but in the offices nearby, which will be full of designers, 
> engineers, IT specialists, logistics experts, marketing staff and other 
> professionals. The manufacturing jobs of the future will require more skills. 
> Many dull, repetitive tasks will become obsolete: you no longer need riveters 
> when a product has no rivets.
> 
> The revolution will affect not only how things are made, but where. Factories 
> used to move to low-wage countries to curb labour costs. But labour costs are 
> growing less and less important: a $499 first-generation iPad included only 
> about $33 of manufacturing labour, of which the final assembly in China 
> accounted for just $8. Offshore production is increasingly moving back to 
> rich countries not because Chinese wages are rising, but because companies 
> now want to be closer to their customers so that they can respond more 
> quickly to changes in demand. And some products are so sophisticated that it 
> helps to have the people who design them and the people who make them in the 
> same place. The Boston Consulting Group reckons that in areas such as 
> transport, computers, fabricated metals and machinery, 10-30% of the goods 
> that America now imports from China could be made at home by 2020, boosting 
> American output by $20 billion-55 billion a year.
> 
> The shock of the new
> 
> Consumers will have little difficulty adapting to the new age of better 
> products, swiftly delivered. Governments, however, may find it harder. Their 
> instinct is to protect industries and companies that already exist, not the 
> upstarts that would destroy them. They shower old factories with subsidies 
> and bully bosses who want to move production abroad. They spend billions 
> backing the new technologies which they, in their wisdom, think will prevail. 
> And they cling to a romantic belief that manufacturing is superior to 
> services, let alone finance.
> 
> None of this makes sense. The lines between manufacturing and services are 
> blurring. Rolls-Royce no longer sells jet engines; it sells the hours that 
> each engine is actually thrusting an aeroplane through the sky. Governments 
> have always been lousy at picking winners, and they are likely to become more 
> so, as legions of entrepreneurs and tinkerers swap designs online, turn them 
> into products at home and market them globally from a garage. As the 
> revolution rages, governments should stick to the basics: better schools for 
> a skilled workforce, clear rules and a level playing field for enterprises of 
> all kinds. Leave the rest to the revolutionaries.
> 
> 
> -- 
> Centroids: The Center of the Radical Centrist Community 
> <[email protected]>
> Google Group: http://groups.google.com/group/RadicalCentrism
> Radical Centrism website and blog: http://RadicalCentrism.org

-- 
Centroids: The Center of the Radical Centrist Community 
<[email protected]>
Google Group: http://groups.google.com/group/RadicalCentrism
Radical Centrism website and blog: http://RadicalCentrism.org

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