Hey Fred!

Welcome aboard, and very well said. :-)

Would love to hear more about your journey to the "extreme center". 

Sent from my iPhone

> On Feb 23, 2017, at 06:26, [email protected] wrote:
> 
> Fantastic points; I would urge caution in overestimating the ability of any 
> single entity to 'come to power' as is suggested and suddenly be given free 
> reign over the country. This is the main reason I am intrigued more than most 
> by our current predicament: we have Trump in office and the system of checks 
> and balances, be them in the condition that they are in, are churning away to 
> keep him as dead center as could be expected. It is not enough, of course, 
> and many of us in the extreme center argue for a redo of the Constitution 
> altogether - but it is pretty cool that at least some of the Centrist 
> mechanisms put in place still hold up to some degree. While acknowledging 
> Trump as somewhat Authoritarian I also submit that the system he is playing 
> in is more Center than many previously imagined.
> 
>> On Wednesday, February 22, 2017 at 4:44:13 PM UTC-8, Dr. Ernie Prabhakar 
>> wrote:
>> Don't get me wrong - Facebook has enormous power to impose its values on the 
>> world. That is precisely why an open ecosystem for building trust is so 
>> essential as a counterweight. 
>> 
>> https://stratechery.com/2017/manifestos-and-monopolies/
>> 
>> Manifestos and Monopolies
>> Tuesday, February 21, 2017           
>> It is certainly possible that, as per recent speculation, Facebook CEO Mark 
>> Zuckerberg is preparing to run for President. It is also possible that 
>> Facebook is on the verge of failing “just like MySpace”. And while I’m here, 
>> it’s possible that UFOs exist. I doubt it, though.
>> 
>> The reality is that Facebook is one of the most powerful companies the tech 
>> industry — and arguably, the world — has ever seen. True, everything posted 
>> on Facebook is put there for free, either by individuals or professional 
>> content creators;
>> 
>> and true, Facebook isn’t really irreplaceable when it comes to the 
>> generation of economic value;
>> and it is also true that there are all kinds of alternatives when it comes 
>> to communication. However, to take these truths as evidence that Facebook is 
>> fragile requires a view of the world that is increasingly archaic.
>> Start with production: there certainly was a point in human history when 
>> economic power was derived through the control of resources and the 
>> production of scarce goods:
>> 
>> 
>> 
>> However, for most products this has not been the case for well over a 
>> century; first the industrial revolution and then the advent of the 
>> assembly-line method of manufacturing resulted in an abundance of products. 
>> The new source of economic power became distribution: the ability to get 
>> those mass-produced products in front of customers who were inclined to buy 
>> them:
>> 
>> 
>> 
>> Today the fundamental impact of the Internet is to make distribution itself 
>> a cheap commodity — or in the case of digital content, completely free. And 
>> that, by extension, is why I have long argued that the Internet Revolution 
>> is as momentous as the Industrial Revolution: it is transforming how and 
>> where economic value is generated, and thus where power resides:
>> 
>> 
>> 
>> In this brave new world, power comes not from production, not from 
>> distribution, but from controlling consumption: all markets will be 
>> demand-driven; the extent to which they already are is a function of how 
>> digitized they have become.
>> 
>> This is why most Facebook-fail-fundamentalists so badly miss the point: that 
>> the company pays nothing for its content is not a weakness, it is a 
>> reflection of the fundamental reality that the supply of content (and 
>> increasingly goods) is infinite, and thus worthless; that the company is not 
>> essential to the distribution of products is not a measure of its economic 
>> importance, or lack thereof, but a reflection that distribution is no longer 
>> a differentiator. And last of all, the fact that communication is possible 
>> on other platforms is to ignore the fact that communication will always be 
>> easiest on Facebook, because they own the social graph. Combine that with 
>> the fact that controlling consumption is about controlling billions of 
>> individual consumers, all of whom will, all things being equal, choose the 
>> easy option, and you start to appreciate just how dominant Facebook is.
>> 
>> Given this reality, why would Zuckerberg want to be President? He is not 
>> only the CEO of Facebook, he is the dominant shareholder as well, answerable 
>> to no one. His power and ability to influence is greater than any President 
>> subject to political reality and check-and-balances, and besides, as 
>> Zuckerberg made clear last week, his concern is not a mere country but 
>> rather the entire world.
>> 
>> Facebook Unease
>> 
>> The argument that Facebook is more powerful than most realize is not a new 
>> one on Stratechery; in 2015 I wrote The Facebook Epoch that made similar 
>> points about just how underrated Facebook was, particularly in Silicon 
>> Valley. In my role as an analyst I can’t help but be impressed: I have 
>> probably written more positive pieces about Facebook than just about any 
>> other company, and frankly, still will.
>> 
>> And yet, if you were to take a military-type approach to analysis — 
>> evaluating Facebook based on capabilities, not intent — the company is, for 
>> the exact same reasons, rather terrifying. Last year in The Voters Decide I 
>> wrote:
>> 
>> Given their power over what users see Facebook could, if it chose, be the 
>> most potent political force in the world. Until, of course, said meddling 
>> was uncovered, at which point the service, having so significantly betrayed 
>> trust, would lose a substantial number of users and thus its lucrative and 
>> privileged place in advertising, leading to a plunge in market value. In 
>> short, there are no incentives for Facebook to explicitly favor any type of 
>> content beyond that which drives deeper engagement; all evidence suggests 
>> that is exactly what the service does.
>> 
>> The furor last May over Facebook’s alleged tampering with the Trending 
>> Topics box — and Facebook’s overwrought reaction to even the suggestion of 
>> explicit bias — seemed to confirm that Facebook’s incentives were such that 
>> the company would never become overtly political. To be sure, algorithms are 
>> written by humans, which means they will always have implicit bias, and the 
>> focus on engagement has its own harms, particularly the creation of filter 
>> bubbles and fake news, but I have longed viewed Facebook’s use for explicit 
>> political ends to be the greatest danger of all.
>> 
>> This is why I read Zuckerberg’s manifesto, Building a Global Community, with 
>> such alarm. Zuckerberg not only gives his perspective on how the world is 
>> changing — and, at least in passing, some small admission that Facebook’s 
>> focus on engagement may have driven things like filter bubbles and fake news 
>> — but for the first time explicitly commits Facebook to playing a central 
>> role in effecting that change in a manner that aligns with Zuckerberg’s 
>> personal views on the world. Zuckerberg writes:
>> 
>> This is a time when many of us around the world are reflecting on how we can 
>> have the most positive impact. I am reminded of my favorite saying about 
>> technology: “We always overestimate what we can do in two years, and we 
>> underestimate what we can do in ten years.” We may not have the power to 
>> create the world we want immediately, but we can all start working on the 
>> long term today. In times like these, the most important thing we at 
>> Facebook can do is develop the social infrastructure to give people the 
>> power to build a global community that works for all of us.
>> 
>> For the past decade, Facebook has focused on connecting friends and 
>> families. With that foundation, our next focus will be developing the social 
>> infrastructure for community — for supporting us, for keeping us safe, for 
>> informing us, for civic engagement, and for inclusion of all.
>> 
>> It all sounds so benign, and given Zuckerberg’s framing of the 
>> disintegration of institutions that held society together, helpful, even. 
>> And one can even argue that just as the industrial revolution shifted 
>> political power from localized fiefdoms and cities to centralized 
>> nation-states, the Internet revolution will, perhaps, require a shift in 
>> political power to global entities. That seems to be Zuckerberg’s position:
>> 
>> Our greatest opportunities are now global — like spreading prosperity and 
>> freedom, promoting peace and understanding, lifting people out of poverty, 
>> and accelerating science. Our greatest challenges also need global responses 
>> — like ending terrorism, fighting climate change, and preventing pandemics. 
>> Progress now requires humanity coming together not just as cities or 
>> nations, but also as a global community.
>> 
>> There’s just one problem: first, Zuckerberg may be wrong; it’s just as 
>> plausible to argue that the ultimate end-state of the Internet Revolution is 
>> a devolution of power to smaller more responsive self-selected entities. 
>> And, even if Zuckerberg is right, is there anyone who believes that a 
>> private company run by an unaccountable all-powerful person that tracks your 
>> every move for the purpose of selling advertising is the best possible form 
>> said global governance should take?
>> 
>> The Cost of Monopoly
>> 
>> My deep-rooted suspicion of Zuckerberg’s manifesto has nothing to do with 
>> Facebook or Zuckerberg; I suspect that we agree on more political goals than 
>> not. Rather, my discomfort arises from my strong belief that centralized 
>> power is both inefficient and dangerous: no one person, or company, can 
>> figure out optimal solutions for everyone on their own, and history is 
>> riddled with examples of central planners ostensibly acting with the best of 
>> intentions — at least in their own minds — resulting in the most horrific of 
>> consequences; those consequences sometimes take the form of overt costs, 
>> both economic and humanitarian, and sometimes those costs are foregone 
>> opportunities and innovations. Usually it’s both.
>> 
>> Facebook is already problematic for society when it comes to opportunity 
>> costs. While the Internet — specifically, the removal of distribution as a 
>> bottleneck — is the cause of journalism’s woes, it is Facebook that has 
>> gobbled up all of the profits in publishing. Twitter, a service I believe is 
>> both unique and essential, was squashed by Facebook; I suspect the company’s 
>> struggles for viability are at the root of the service’s inability to evolve 
>> or deal with abuse. Even Snapchat, led by the most visionary product person 
>> tech has seen in years, has serious questions about its long-term viability. 
>> Facebook is too dominant: its network effects are too strong, and its data 
>> on every user on the Internet too compelling to the advertisers other 
>> consumer-serving businesses need to be viable entities.
>> 
>> I don’t necessarily begrudge Facebook this dominance; as I alluded to above 
>> I myself have benefited from chronicling it. Zuckerberg identified a market 
>> opportunity, ruthlessly exploited it with superior execution, had the 
>> humility to buy when necessary and the audacity to copy well, and has 
>> deservedly profited in the face of continual skepticism. And further, as I 
>> noted, as long as Facebook was governed by the profit-maximization 
>> incentive, I was willing to tolerate the company’s unintended consequences: 
>> whatever steps would be necessary to undo the company’s dominance, 
>> particularly if initiated by governments, would have their own unintended 
>> consequences. And besides, as we saw with IBM and Windows, markets are far 
>> more effective than governments at tearing down the ecosystem-based 
>> monopolies they enable — in part because the pursuit of profit-maximizing 
>> strategies is a key ingredient of disruption.
>> 
>> That, though, is why for me this manifesto crosses the line: contra 
>> Spiderman, Facebook’s great power does not entail great responsibility; said 
>> power ought to entail the refusal to apply it, no matter how altruistic the 
>> aims, and barring that, it is on the rest of us to act in opposition.
>> 
>> Limiting Facebook
>> 
>> Of course it is one thing to point out the problems with Facebook’s 
>> dominance, but it’s quite another to come up with a strategy for dealing 
>> with it; too many of the solutions — including demands that Zuckerberg use 
>> Facebook for political ends — are less concerned with the abuse of power and 
>> more with securing said power for the “right” causes. And, from the opposite 
>> side, it’s not clear that a traditional antitrust is even possible for 
>> companies governed by Aggregation Theory, as I explained last year in 
>> Antitrust and Aggregation:
>> 
>> To briefly recap, Aggregation Theory is about how business works in a world 
>> with zero distribution costs and zero transaction costs; consumers are 
>> attracted to an aggregator through the delivery of a superior experience, 
>> which attracts modular suppliers, which improves the experience and thus 
>> attracts more consumers, and thus more suppliers in the aforementioned 
>> virtuous cycle…
>> 
>> The first key antitrust implication of Aggregation Theory is that, thanks to 
>> these virtuous cycles, the big get bigger; indeed, all things being equal 
>> the equilibrium state in a market covered by Aggregation Theory is monopoly: 
>> one aggregator that has captured all of the consumers and all of the 
>> suppliers.
>> 
>> This monopoly, though, is a lot different than the monopolies of yesteryear: 
>> aggregators aren’t limiting consumer choice by controlling supply (like oil) 
>> or distribution (like railroads) or infrastructure (like telephone wires); 
>> rather, consumers are self-selecting onto the Aggregator’s platform because 
>> it’s a better experience.
>> 
>> Facebook is a particularly thorny case, because the company has multiple 
>> lock-ins: on one hand, as per Aggregation Theory, Facebook has completely 
>> modularized and commoditized content suppliers desperate to reach Facebook’s 
>> massive user base; it’s a two-sided market in which suppliers are completely 
>> powerless. But so are users, thanks to Facebook’s network effects: the 
>> number one feature of any social network is whether or not your friends or 
>> family are using it, and everyone uses Facebook (even if they also use 
>> another social network as well).
>> 
>> To that end, Facebook should not be allowed to buy another network-based 
>> app; I would go further and make it prima facie anticompetitive for one 
>> social network to buy another. Network effects are just too powerful to 
>> allow them to be combined. For example, the current environment would look a 
>> lot different if Facebook didn’t own Instagram or WhatsApp (and, should 
>> Facebook ever lose an antitrust lawsuit, the remedy would almost certainly 
>> be spinning off Instagram and WhatsApp).
>> 
>> Secondly, all social networks should be required to enable social graph 
>> portability — the ability to export your lists of friends from one network 
>> to another. Again Instagram is the perfect example: the one-time 
>> photo-filtering app launched its network off the back of Twitter by enabling 
>> the wholesale import of your Twitter social graph. And, after it was 
>> acquired by Facebook, Instagram has only accelerated its growth by 
>> continually importing your Facebook network. Today all social networks have 
>> long since made this impossible, making it that much more difficult for 
>> competitors to arise.
>> 
>> Third, serious attention should be given to Facebook’s data collection on 
>> individuals. As a rule I don’t have any problem with advertising, or even 
>> data collection, but Facebook is so pervasive that it is all but impossible 
>> for individuals to opt-out in any meaningful way, which further solidifies 
>> Facebook’s growing dominance of digital advertising.
>> 
>> Anyone who has read Stratechery for any length of time knows I have great 
>> reservations about regulation; the benefits are easy to measure, but the 
>> opportunity costs are both invisible and often far greater. That, though, is 
>> why I am also concerned about Facebook’s dominance: there are significant 
>> opportunity costs to the social network’s dominance. Even then, my 
>> trepidation about any sort of intervention is vast, and that leads me back 
>> to Zuckerberg’s manifesto: it’s bad enough for Facebook to have so much 
>> power, but the very suggestion that Zuckerberg might utilize it for 
>> political ends raises the costs of inaction from not just opportunity costs 
>> to overt ones.
>> 
>> Moreover, my proposals are in line with Zuckerberg’s proclaimed goals: if 
>> the Facebook CEO truly wants to foster new kinds of communities, then he 
>> ought to unleash the force that can best build the tools those disparate 
>> communities might need. That, of course, is the market, and Facebook’s 
>> social graph is the key. That Zuckerberg believes Facebook can do it alone 
>> is evidence enough that for Zuckerberg, saving the world is at best a close 
>> second to saving Facebook; the last thing we need are unaccountable leaders 
>> who put their personal interests above those they purport to govern.
>> 
>> 
>> 
>> Sent from my iPhone
> 
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> <[email protected]>
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> Radical Centrism website and blog: http://RadicalCentrism.org
> 
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