On Apr 20, 2009, at 5:02 AM, Robin Whittle wrote:

Long message ahead:

               Discussing Tom's "Liquidity Systems" view of the
               Internet's routing and addressing system.

               I haven't yet found any insights from it which
               help with scalable routing.

               Discussion of how with LISP, APT, Ivip or TRRP
               more and more address space will be needed by the
               "MAB" companies who rent the space out as EID
               prefixes micronets or whatever is the name for the
               new kind of scalable address space for end-user
               networks.

               It follows that a greater proportion of space will
               be needed by these companies, and a lesser proportion
               by ISPs.  I give a contrived example of an ISP with a
               single /24 being able to serve 10,000 end-user
               networks which between them have 100,000 IPv4
               addresses of EID / micronet etc. space.

               Also, how competition between these MAB companies
               will help drive a healthy market for obtaining
               space which is less profitably utilised than will
               be possible with a good scalable routing solution.

Hi Robin,

Thanks again for the very detailed response; it is flattering whenever anyone take the time to do something like this, even if the response is substantially or entirely critical. So, thank you once more.

I can certainly understand how one might arrive at an initial impression that the "liquidity system" view provides no new insights for how to structure RRG's efforts, and even how a cursory or partial reading might leave one with doubts about its overall validity. I will do my best to challenge those impressions as soon as I get past a couple of urgent work assignments, hopefully in the next 24-36 hours.

In the mean time, I will simply remark that the theory did not emerge with RRG in mind, but rather has been developing over the last six years, initially based on my hands-on experience as a very large operator working across many different material, commercial, and regulatory environments, at a level of the industry where largely unconstrained strategic bargaining plays a substantial role in shaping some relatively inflexible decision making constraints for the rest of the industry (and before that as a very well-placed but passive observer of the topmost levels of the international telecom and monetary policy-making spheres, and after that as an advisor to protocol resource coordinating institutions, regulators, and private investors). The theory is not narrowly conceived in instrumental terms, along the lines of the RRG charter, but rather is an attempt to integrate a very broad range of empirical regularities in a meaningful, illuminating way. Assuming that they continue to hold up to ongoing scrutiny, recognition of and theoretical engagement with those regularities *should* usefully inform the kind of work that of RRG is chartered to undertake, if only by illuminating any hypothetically interesting development trajectories that have proven to be consistently productive and/or unproductive under "similar" conditions in the past. I believe that the theory does satisfy, and will continue to satisfy that standard -- and perhaps do even more -- but I recognize that the burden will be mine, perhaps indefinitely, to continuously illustrate and defend those claims.

Of course, even if the theory manages to live up to that challenge forever, there is no guarantee that it will deliver a specific solution that can meet all of the looming challenges without sacrificing any of the features that have made the Internet so distinctive (and I would add, important) to date. I would like to think that it could, and might yet, but failing to do that would not invalidate the theory, or even its potential relevance to RRG. To quote a favorite movie, we are in a "tight spot"... I'd very much like to see us get out of that spot without making any irreversible tradeoffs that we might sorely (but impotently) regret going forward.

So, look for a more substantive response in the next day or two... and thanks again.

Regards,

TV

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