WEBVTT

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Welcome back to the Deep Dive. So you've brought

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us a pretty dense stack of sources today. We've

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got historical timelines, economic analysis,

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some really deep engineering reports, and they're

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all trying to get their arms around, well, what

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might be the single most transformative era in

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human history? The information age. It's a huge

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topic and it's one we're still, you know, living

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right in the middle of. We call it so many things.

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the digital age, the computer age. Some people

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even call it the third industrial revolution.

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But to really understand it, you have to step

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back. You have to treat it like any other major

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historical epoch. And that's exactly our mission

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for this deep dive. We're going to try and track

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a revolution that completely flipped the script

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on what has economic value. I mean, the central

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question is, how did society pull off this massive,

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incredibly rapid shift from an economy all about

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atoms, you know, physical stuff, factories, land,

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one that's now centered almost purely on bits?

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How did information go from being a support tool

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to the main event? That is the core question.

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We define the information age as a pretty distinct

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historical period. It starts right around the

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mid -20th century. And it's characterized by

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this incredible acceleration of information technology

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and the shift away from that old industrial age

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economy to one built on knowledge and data. Right.

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And your sources are, I mean, they're incredibly

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comprehensive. They cover everything from the

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atomic physics of a semiconductor all the way

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up to these huge macro level sociological changes.

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So our deep dive today is designed to trace that

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entire path from a single critical invention

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back in 1947, right up to the global, mobile,

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always on world we have today. And by the time

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we're done, you, the listener, should walk away

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with the critical context for just how fast and

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how profoundly our world was remade. Okay, let's

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get into this history. And I think to really

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appreciate the sheer speed of the information

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age, we have to start with what came before.

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We need a baseline. Absolutely. I mean, for thousands

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of years, humans have been trying to find better

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ways to calculate and manage data. It's a fundamental

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need. For millennia, we relied on purely mechanical

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aids, things like the abacus, the astrolabe,

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the slide rule. Tools that help a single person

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think faster. Exactly. But the Industrial Revolution,

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especially in the 1800s, that's when we see the

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first real steps toward automating data processing

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on a larger scale. Which brings us to someone

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like Herman Hollerith and his punch card system.

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It's easy to forget now, but that was a monumental

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shift. It wasn't just about counting faster.

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It was a revolution in information management.

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It absolutely was. Hollerith's devices, which

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he developed for the 1890 U .S. Census, were

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electromechanical. They used electrical currents

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to sense where holes were punched into these

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standardized cards. This took a process tabulating

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the census that used to take years of painstaking

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manual labor. mechanized it. It was essential

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for handling large -scale data well before we

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had a true electronic computer. It proved you

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could standardize information and process it

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with a machine. Okay, so that sets a kind of

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baseline for mechanical data processing. Then

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we jump forward to the World War II era, and

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you get these massive, specialized analog computers.

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We're talking about room -sized vacuum tube behemoths.

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The ENIAC, the Z3, incredible engineering, but

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they had some pretty severe limitations. Oh,

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massive limitations. That's the crucial point.

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Those machines, while you could call them digital

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in concept, were fundamentally constrained by

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the physics of their parts. They were hot, they

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consumed staggering amounts of electricity, and

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the vacuum tubes were so fragile they'd burn

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out constantly. You had teams of people just

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running around replacing tubes to keep the thing

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running. So they were one -off, custom -built.

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Multi -million dollar projects. You couldn't

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scale them down. You couldn't mass produce them

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for, you know, an office or a home. You couldn't.

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We needed a completely new kind of component

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to break through that size and power barrier.

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And that component arrived in 1947. Your sources

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pinpoint this as the official starting gun, the

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critical catalyst that truly kicks off the information

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age. We're talking about the transistor. Precisely.

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It was 1947 at Bell Labs. John Bardeen and Walter

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Hauser Bratton, working in a group led by William

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Shockley, they demonstrated the first working

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point contact transistor. It was made of germanium.

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And it is... Truly hard to overstate the seismic

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shift this one little device represented. So

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explain that for us. Why was this tiny piece

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of solid material so much more revolutionary

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than the entire room full of vacuum tubes it

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was designed to replace? Because it solved all

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those existential physical problems in one go.

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A vacuum tube works by heating a filament boiling

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off electrons. It needs high voltage and it gets

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incredibly hot. All that heat is wasted energy

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and it's what makes them burn out. The transistor

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is solid state. There are no... moving parts,

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no vacuum, no filament. It operates on low voltage,

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generates very little heat, and it's incredibly

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small and durable. Just instantly vaporize the

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power and size barrier. And the sources you brought

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make this explicit, right? The UN Public Administration

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Network points directly to this invention. They

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do. They cite this breakthrough, the one that

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enabled computer miniaturization, as the single

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key driving force for modernized information

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systems and the social evolution that followed.

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It's a simple truth. If you can't make the machine

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small, You can't make it personal. And if you

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can't make it personal, you certainly can't make

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it global. Okay, so the hardware is suddenly

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tiny and efficient. But that's just one piece.

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It's like building a faster highway. You still

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need traffic laws to manage all the new cars.

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That is a perfect analogy. And that's where the

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second pillar of this revolution comes in, from

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Claude Shannon. A year later, in 1948, Shannon,

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who was a brilliant mathematician also working

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at Bell Labs, publishes a paper called A Mathematical

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Theory of Communication. Now, for anyone listening

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who might not be familiar with that paper, break

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down what Shannon's theory actually provided.

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What was the traffic law? It provided the entire

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theoretical bedrock for digitalization. He's

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the one who figured out how to mathematically

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quantify information in bits, binary digits.

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But crucially, his work also laid out the principles

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of data compression and error correction. He

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showed the fundamental limits of how much information

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you could reliably send over a noisy channel.

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Without that framework, Digital communication

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would be a mess. Every time you copied a file,

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it would get corrupted. The whole system breaks

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down. His theory made it economical and, more

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importantly, reliable. So once you have Shannon's

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theory, the software, so to speak, and the transistor,

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the hardware, the race was on, it wasn't just

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about building one transistor anymore. It was

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about figuring out how to cram thousands and

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then millions and now billions of them together.

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And the acceleration was just phenomenal. The

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1950s became this decade of rapid integration.

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In 1958, Jack Kilby at Texas Instruments creates

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the first integrated circuit, the IC. He basically

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figured out how to put multiple components onto

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a single block of semiconductor material. Right

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on his heels, Robert Noyce at Fairchild Semiconductor

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invented the monolithic IC chip in 1959, which

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made it much easier to manufacture. But the sources

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you have really stress... That the real pivot

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point, the thing that unlocked mass production,

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wasn't just the IC in general. It was a very

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specific type of transistor. Yes, and this is

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the kind of critical detail that a lot of general

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histories just gloss over. We're talking about

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the MOSFET. the metal oxide semiconductor field

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effect transistor. It was invented in 1960 by

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Muhammad Atala and Anand Kong, again at Bell

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Labs. The MOSFET was the absolute game changer

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for scaling up. Okay, so why? What made the MOSFET

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so much better for building these complex circuits

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than the earlier bipolar ICs from Kilby and Noyce?

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It came down to two things, really. Density and

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the cost of manufacturing. MOSFETs were just

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significantly easier to miniaturize. They consumed

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less power and were simpler to fabricate in these

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huge high -density arrays on a silicon wafer.

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So this technology allowed chip makers to just

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cram more and more logic gates into the same

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small space, which drove down the cost per function.

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This is what enabled what we call LSI, or large

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-scale integration. By the late 1960s, you had

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LSI chips holding hundreds of transistors. It

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paved the way for the microprocessor. So if you

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trace that arc, it's just astonishing. About

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24 years, we go from a fragile, glowing vacuum

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tube to a tiny, manufacturable chip that could

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hold the entire brain of a computer. That's the

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narrative. And that new capability, that incredible

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rate of growth it unleashed, it demanded a new

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set of, well, laws to even describe what was

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happening. Right. So if the transistor was the

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spark, then these exponential laws that governed

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its replication, they were the engine. the engine

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that drove the information age forward at a speed

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humanity had just never seen before. And to get

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it, you really have to look at two fundamental

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forces that are completely intertwined, computation

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power and storage capacity. Let's start with

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computation, which is pretty much defined by

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that famous observation Gordon Moore made back

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in 1965. We all know it as Moore's Law. It states

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that the number of transistors you can fit on

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a dense integrated circuit doubles approximately

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every two years. And what's amazing about Moore's

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Law is that it wasn't just a prediction. It became

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a self -fulfilling prophecy. It became the roadmap

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for the entire semiconductor industry. Engineers

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at Intel, at Texas Instruments, they used Moore's

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Law as their target. And because everyone was

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pushing for that same goal, this persistent,

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dedicated doubling of density just drove the

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cost of computing power through the floor year

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after year. A task that would have cost thousands

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of dollars on a mainframe in the 70s became practically

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free 20 years later. Exactly. And that continuous

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cost erosion is what made digital tools accessible,

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first to businesses and then to everyone, everywhere.

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But all that processing power is useless if you

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have nowhere to put the results. You need somewhere

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to store all those bits. Which brings us to the

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counterpart law for storage capacity, often called

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Crider's Law. Right. Crider's Law describes that

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same... Right. And there's this fascinating calculation

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from Fremont Rider in 1945. He figured out that

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the capacity of university libraries was doubling

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roughly every 16 years. Just think about that.

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16 years to double the physical space for books.

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You're limited by land, by bricks, by mortar.

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Compare that slow physical doubling to what happened

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with digital storage. And to do that, we have

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to start talking in these almost incomprehensible

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units. Exabytes and zettabytes. An exabyte is

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a billion gigabytes. A zettabyte is a thousand

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exabytes. The numbers are just staggering. Let's

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look at the stats from the sources to show the

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explosion. In 1986, the world's total technological

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capacity to store information was just 2 .6 exabytes.

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And that's if it was optimally compressed. 2

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.6 exabytes, that sounds like a lot, but what

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does that actually mean on a per -person basis

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back in 1986? It means that the entire world's

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stored information was equivalent to less than

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one single 730 megabyte CD -ROM per person. Wait,

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less than one CD for every person on the planet?

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That's everything? All government records, all

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libraries, all business data? Everything. It

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just shows you how information poor we were,

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technologically speaking. Now, let's do the jump.

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Fast forward just 21 years to 2007. World storage

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capacity had exploded to 295 exatic. Okay, what's

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the new per person equivalent? It's equivalent

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to almost 61 CD -ROMs per person. Not per year,

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per day. That's just an insane leap. Okay, what

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about 2014? By 2014, the scale just defies any

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normal physical comparison. It reached 5 zettabytes.

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The sources offer this analogy. The informational

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equivalent of 5 zettabytes is 4 ,500 stacks of

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printed books, stretching from the Earth all

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the way to the sun. 4 ,500 stacks of books from

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here to the sun. I mean, at that point, the physical

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world is just irrelevant as a measure. The information

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has been completely dematerialized. That's the

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profound realization. The digital shift wasn't

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cragable. It was, as you said, a hostile takeover

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of information storage. In the late 1980s, less

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than 1 % of the world's stored information was

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digital. By 2007, it was 94%. By 2014, over 99%.

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The physical constraints, the atoms, were just

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gone. And the computation speed ran in parallel

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with this, right? Let's talk MIPS. Millions of

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instructions per second. The growth there is

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just as mind -bending. The capacity of human

00:12:08.519 --> 00:12:10.940
-guided, general -purpose computers went from

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about 3 times 10 to the 8 MIPS in 1986 to 6 .4

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times 10 to the 12 MIPS in 2007. Okay, and this

00:12:19.059 --> 00:12:20.559
is where we hit what I think is one of the most

00:12:20.559 --> 00:12:24.320
critical and... In terms of raw operations per

00:12:24.320 --> 00:12:27.159
second, yes. Vastly exceeded it. It's a staggering

00:12:27.159 --> 00:12:29.899
moment in history. And it happened, you know,

00:12:29.899 --> 00:12:33.080
more than a decade ago. The tools are now running

00:12:33.080 --> 00:12:35.240
the race for us. And the storage is similar.

00:12:35.399 --> 00:12:37.700
It's a similar story. Estimates put the storage

00:12:37.700 --> 00:12:40.240
capacity of a single human brain at around one

00:12:40.240 --> 00:12:43.200
terabyte, maybe a bit more. Given the five zettabytes

00:12:43.200 --> 00:12:46.559
available in 2014, our global digital storage

00:12:46.559 --> 00:12:49.460
now matches that individual capacity on a per

00:12:49.460 --> 00:12:52.679
capita basis. we have effectively built an external

00:12:52.679 --> 00:12:55.960
collective brain, both in terms of speed and

00:12:55.960 --> 00:12:58.220
memory. And the beauty of Shannon's information

00:12:58.220 --> 00:13:00.820
theory is that it wasn't just limited to computers.

00:13:00.919 --> 00:13:03.779
It started to be applied to biology itself, treating

00:13:03.779 --> 00:13:06.559
life as a form of data. Precisely. After DNA

00:13:06.559 --> 00:13:09.320
sequencing was invented in the late 70s, genetic

00:13:09.320 --> 00:13:11.740
code became just another data stream to be rendered

00:13:11.740 --> 00:13:14.080
and manipulated. And you see the same exponential

00:13:14.080 --> 00:13:16.769
growth there. The amount of sequence data in

00:13:16.769 --> 00:13:19.250
GenBank, the public DNA database, has doubled

00:13:19.250 --> 00:13:21.850
roughly every 18 months. The information age

00:13:21.850 --> 00:13:24.450
isn't just about silicon chips. It's about applying

00:13:24.450 --> 00:13:26.389
digital principles to all forms of knowledge,

00:13:26.529 --> 00:13:28.929
including our own biology. OK, so the stage is

00:13:28.929 --> 00:13:31.289
completely set. The transistor gives us the hardware.

00:13:31.590 --> 00:13:34.070
Moore's law and Crater's law give us the scale.

00:13:34.309 --> 00:13:37.690
But now, how did this massive new capacity actually

00:13:37.690 --> 00:13:40.049
get out of the research labs and into the hands

00:13:40.049 --> 00:13:42.769
of billions of people? It required that foundational

00:13:42.769 --> 00:13:45.269
change, the conversion of everything from analog

00:13:45.269 --> 00:13:48.029
to digital. And that conversion is the absolute

00:13:48.029 --> 00:13:50.539
prerequisite for the world we live in now. As

00:13:50.539 --> 00:13:52.320
we mentioned, it allows information to be copied

00:13:52.320 --> 00:13:55.360
perfectly without any degradation. For most people,

00:13:55.460 --> 00:13:57.279
their first real experience with this was in

00:13:57.279 --> 00:14:00.299
the 1980s when CDs replaced vinyl records and

00:14:00.299 --> 00:14:02.559
cassette tapes. That was the first time the public

00:14:02.559 --> 00:14:05.419
got to experience the benefit of digital, quality

00:14:05.419 --> 00:14:07.919
-perfect sound every time that you could easily

00:14:07.919 --> 00:14:10.200
copy and share. So let's trace this journey to

00:14:10.200 --> 00:14:12.440
ubiquity. The sources break it down into three

00:14:12.440 --> 00:14:15.000
pretty distinct phases of public access. Let's

00:14:15.000 --> 00:14:18.440
start with phase one, from roughly 1969 to 1989.

00:14:19.320 --> 00:14:21.600
The rise of home computing. It's funny. This

00:14:21.600 --> 00:14:23.580
phase actually began with a military project.

00:14:23.860 --> 00:14:26.559
The public's first real introduction to the concept

00:14:26.559 --> 00:14:29.019
of a network was when the first message was sent

00:14:29.019 --> 00:14:32.450
over ARPANET in 1969. But for the average person,

00:14:32.649 --> 00:14:34.710
the revolution didn't show up as a network. It

00:14:34.710 --> 00:14:36.789
showed up as a box on their desk. Right. The

00:14:36.789 --> 00:14:38.889
1970s brought the home computer. I mean, you

00:14:38.889 --> 00:14:40.889
had to load programs from cassette tapes. The

00:14:40.889 --> 00:14:42.970
interaction was all through a command line. But

00:14:42.970 --> 00:14:45.570
that era was so formative. It was defined by

00:14:45.570 --> 00:14:48.649
what's often called the 1977 Trinity, the Apple

00:14:48.649 --> 00:14:53.070
II, the Commodore PE 2001, and the TRS -80. And

00:14:53.070 --> 00:14:55.779
you cannot forget the Commodore 64. When that

00:14:55.779 --> 00:14:58.539
came out in 1982, it hit a price point and a

00:14:58.539 --> 00:15:01.340
usability level that achieved true mass market

00:15:01.340 --> 00:15:04.139
penetration. It's often cited as the best -selling

00:15:04.139 --> 00:15:06.600
single computer model of all time. I think the

00:15:06.600 --> 00:15:09.100
sources say 17 million units sold through 1994.

00:15:09.820 --> 00:15:12.080
It made computing accessible, even if it was

00:15:12.080 --> 00:15:14.379
still mostly a hobby for enthusiasts. And the

00:15:14.379 --> 00:15:16.220
adoption numbers from that time really reflect

00:15:16.220 --> 00:15:18.960
that early niche status. The U .S. Census data

00:15:18.960 --> 00:15:22.720
shows that in 1984, only 8 .2 % of American households

00:15:22.720 --> 00:15:25.019
owned a PC. But here's the important detail,

00:15:25.200 --> 00:15:28.379
that adoption was generational. If you looked

00:15:28.379 --> 00:15:30.419
only at households with children, the ownership

00:15:30.419 --> 00:15:33.799
rate was almost double, at 15 .3%. You can see

00:15:33.799 --> 00:15:35.440
parents buying these machines for their kids,

00:15:35.559 --> 00:15:38.220
for education, for games. They were seeding the

00:15:38.220 --> 00:15:40.720
next generation of users. By the end of this

00:15:40.720 --> 00:15:44.779
phase, in 1989, about 15 % of all U .S. households

00:15:44.779 --> 00:15:47.720
had a PC. The machines were starting to get out

00:15:47.720 --> 00:15:49.519
there, but the crucial piece, the connectivity,

00:15:49.840 --> 00:15:52.139
just wasn't there yet for the public. Which brings

00:15:52.139 --> 00:15:55.899
us right to phase two, 1989 to 2005. This is

00:15:55.899 --> 00:15:57.820
the era of mainstreaming the Internet. This is

00:15:57.820 --> 00:16:00.580
Web 1 .0. This is when the network finally breaks

00:16:00.580 --> 00:16:03.110
out of its academic and government silo. And

00:16:03.110 --> 00:16:04.789
you really have to give tremendous credit to

00:16:04.789 --> 00:16:07.289
Tim Berners -Lee. He invented the World Wide

00:16:07.289 --> 00:16:09.950
Web in 1989, and it became publicly accessible

00:16:09.950 --> 00:16:13.590
in 1991. It created a standardized way for anyone

00:16:13.590 --> 00:16:15.570
with a computer to connect and share information.

00:16:15.909 --> 00:16:18.429
But the early web was still pretty clunky for

00:16:18.429 --> 00:16:20.409
the average person, right? Mostly text -based,

00:16:20.470 --> 00:16:23.029
hard to navigate. What was the thing that unlocked

00:16:23.029 --> 00:16:25.690
its mass appeal? Usability. It was all about

00:16:25.690 --> 00:16:28.610
usability. And the breakthrough was the Mosaic

00:16:28.610 --> 00:16:32.070
browser in 1993, created by Marc Andreessen and

00:16:32.070 --> 00:16:34.250
Eric Bina. It was the first browser that could

00:16:34.250 --> 00:16:36.590
display images in line with the text. It sounds

00:16:36.590 --> 00:16:38.769
so simple now, but it was revolutionary. It gave

00:16:38.769 --> 00:16:41.169
the web a visual, intuitive feel, and the commercial

00:16:41.169 --> 00:16:44.929
world jumped on it instantly. By 1994, Stanford

00:16:44.929 --> 00:16:47.929
Federal Credit Union was the first bank to offer

00:16:47.929 --> 00:16:50.549
online internet banking. The digital economy

00:16:50.549 --> 00:16:53.110
was being born. But we have to pause here and

00:16:53.110 --> 00:16:55.769
really emphasize the connectivity hurdle of the

00:16:55.769 --> 00:16:58.370
90s. The sources remind us that just getting

00:16:58.370 --> 00:17:00.669
online was still a really complicated and often

00:17:00.669 --> 00:17:03.750
painful experience. Oh, it was excruciating by

00:17:03.750 --> 00:17:05.789
today's standards. You had to configure modems.

00:17:05.789 --> 00:17:07.650
You had to deal with service providers like AOL

00:17:07.650 --> 00:17:10.490
or CompuServe. And most critically, you were

00:17:10.490 --> 00:17:13.210
on dial -up. Anyone over a certain age remembers

00:17:13.210 --> 00:17:16.130
that sound, that screeching handshake of the

00:17:16.130 --> 00:17:18.470
modem connecting. And it tied up your only phone

00:17:18.470 --> 00:17:20.960
line. And the speed was just a crawl, topping

00:17:20.960 --> 00:17:23.319
out around 56 kilobits per second. It severely

00:17:23.319 --> 00:17:25.720
limited what you could do. But even with those

00:17:25.720 --> 00:17:29.400
hurdles, adoption was incredibly fast. By 1999,

00:17:29.920 --> 00:17:32.220
nearly half of all Americans were using the Internet

00:17:32.220 --> 00:17:35.680
regularly. By 2000, a majority of U .S. households

00:17:35.680 --> 00:17:38.279
had a PC, and a year later, a majority had Internet

00:17:38.279 --> 00:17:40.740
access. And this is when the revolution started

00:17:40.740 --> 00:17:43.460
to become truly global. Which sets the stage

00:17:43.460 --> 00:17:47.029
perfectly for Phase 3. 2005 to the present. This

00:17:47.029 --> 00:17:49.410
is the age of ubiquity and mobile. This is Web

00:17:49.410 --> 00:17:52.589
2 .0. This phase is all about constant access

00:17:52.589 --> 00:17:55.029
everywhere. The metrics for this final phase

00:17:55.029 --> 00:17:58.230
are just, they're colossal. The global internet

00:17:58.230 --> 00:18:01.930
population hits 1 billion in late 2005. By 2012,

00:18:02.109 --> 00:18:04.490
that number doubles to over 2 billion people.

00:18:04.670 --> 00:18:06.789
And mobile just takes over everything. By the

00:18:06.789 --> 00:18:08.930
end of the 2000s, 3 billion people worldwide

00:18:08.930 --> 00:18:11.000
were using cell phones. But the launch of the

00:18:11.000 --> 00:18:13.700
smartphone was the real catalyst. It put a powerful,

00:18:13.759 --> 00:18:16.880
connected computer in everyone's pocket. By 2013,

00:18:17.160 --> 00:18:19.740
a majority of Americans owned a smartphone. Let's

00:18:19.740 --> 00:18:21.259
bring those numbers right up to today for the

00:18:21.259 --> 00:18:22.900
listener because it really drives the point home.

00:18:23.039 --> 00:18:26.019
As of 2023, the vast majority of humanity is

00:18:26.019 --> 00:18:29.559
participating. There are 6 .31 billion cell phone

00:18:29.559 --> 00:18:32.119
subscribers. That's 78 percent of the entire

00:18:32.119 --> 00:18:36.200
world population. And 5 .4 billion Internet users,

00:18:36.440 --> 00:18:39.480
which is 67 percent of the world. The information

00:18:39.480 --> 00:18:42.619
age is now, without a doubt, a planetary phenomenon.

00:18:42.980 --> 00:18:45.200
And the underlying infrastructure had to completely

00:18:45.200 --> 00:18:47.980
transform to handle that kind of volume. We saw

00:18:47.980 --> 00:18:50.920
digital TV replace analog broadcasting. Broadband

00:18:50.920 --> 00:18:53.200
became the standard connection in homes. And

00:18:53.200 --> 00:18:55.519
all of the speed and capacity enabled the next

00:18:55.519 --> 00:18:57.569
wave of service. like cloud computing, which

00:18:57.569 --> 00:18:59.890
really hit the mainstream in the early 2010s.

00:18:59.910 --> 00:19:01.869
But we have to talk about the unsung hero that

00:19:01.869 --> 00:19:03.509
allowed all of this to happen. We talk about

00:19:03.509 --> 00:19:05.789
chips and computers, but the true circulatory

00:19:05.789 --> 00:19:08.470
system of the modern internet is optical networking,

00:19:08.769 --> 00:19:11.170
fiber optic cable. Okay, expand on that. Why

00:19:11.170 --> 00:19:13.410
was harnessing light for data so critical? Why

00:19:13.410 --> 00:19:15.470
couldn't we just keep using copper cables? Because

00:19:15.470 --> 00:19:18.009
copper has immense resistance over long distances.

00:19:18.289 --> 00:19:20.730
The electrical signal degrades, it picks up noise,

00:19:20.910 --> 00:19:23.049
and there's a hard limit to how much data you

00:19:23.049 --> 00:19:25.950
can push through it. Light... Traveling through

00:19:25.950 --> 00:19:29.190
these incredibly pure glass fibers loses very

00:19:29.190 --> 00:19:31.849
little signal and can carry exponentially more

00:19:31.849 --> 00:19:34.730
information. But the real magic was the engineering

00:19:34.730 --> 00:19:37.069
that let us multiply the light within a single

00:19:37.069 --> 00:19:40.049
fiber. It's a technology called dense wavelength

00:19:40.049 --> 00:19:44.009
division multiplexing, or DWDM. All right, break

00:19:44.009 --> 00:19:46.930
down DWDM in simple terms for us. Think of a

00:19:46.930 --> 00:19:49.490
single fiber optic cable as a long garden hose.

00:19:49.650 --> 00:19:51.650
Yeah. With copper, you can only send one stream

00:19:51.650 --> 00:19:54.500
of water through it. DWDM is a technology that's

00:19:54.500 --> 00:19:55.900
like being able to send hundreds of different

00:19:55.900 --> 00:19:59.119
colors of water, red, green, blue, yellow, all

00:19:59.119 --> 00:20:01.240
through that same hose at the same time without

00:20:01.240 --> 00:20:03.859
them mixing. Each color or wavelength of light

00:20:03.859 --> 00:20:06.660
is a separate data channel. This massive multiplication

00:20:06.660 --> 00:20:09.859
of capacity is why a tiny fiber optic cable can

00:20:09.859 --> 00:20:11.619
carry more data than a copper cable as thick

00:20:11.619 --> 00:20:13.599
as your arm. And the results of that technology

00:20:13.599 --> 00:20:16.180
are what enable our modern world. Absolutely.

00:20:16.319 --> 00:20:19.160
By 2018, these optical networks were hitting

00:20:19.160 --> 00:20:22.400
record data transfer rates, 30 .4 terabits per

00:20:22.400 --> 00:20:25.140
second over a single pair of fibers. That's enough

00:20:25.140 --> 00:20:29.180
data to stream 1 .2 million 4K HD videos simultaneously.

00:20:29.599 --> 00:20:32.019
That is the speed, that is the capacity that

00:20:32.019 --> 00:20:33.880
underpins global virtual media, e -commerce,

00:20:33.960 --> 00:20:36.660
and the cloud services billions of us use every

00:20:36.660 --> 00:20:39.000
single day. So we've traced the tech, we've traced

00:20:39.000 --> 00:20:42.480
the hardware. But the most profound impact, really,

00:20:42.579 --> 00:20:44.960
is what all this did to society and to the economy.

00:20:45.240 --> 00:20:47.619
This revolution didn't just give us faster computers.

00:20:47.759 --> 00:20:50.259
It completely changed the conceptual model of

00:20:50.259 --> 00:20:52.779
what has value in the world. It absolutely redefines

00:20:52.779 --> 00:20:55.059
the concept of value. And we can go back to Norbert

00:20:55.059 --> 00:20:57.599
Wiener, who wrote in his 1948 book, Cybernetics,

00:20:57.599 --> 00:21:00.460
that information is information, not matter or

00:21:00.460 --> 00:21:02.529
energy. And it's a profound statement. He was

00:21:02.529 --> 00:21:04.950
proposing that information is a third constituent

00:21:04.950 --> 00:21:06.869
part of the universe, right alongside matter

00:21:06.869 --> 00:21:08.930
and energy. So if that's the theoretical model,

00:21:09.089 --> 00:21:10.829
then the core theory of the information revolution

00:21:10.829 --> 00:21:13.130
is that information's role fundamentally shifts.

00:21:13.250 --> 00:21:15.710
It becomes both a factor of production like capital,

00:21:15.869 --> 00:21:18.650
labor, and land, and maybe more importantly,

00:21:18.869 --> 00:21:20.970
a commercial product in its own right. That's

00:21:20.970 --> 00:21:23.890
the economic paradigm shift. Before, information

00:21:23.890 --> 00:21:26.230
might help you produce something like a recipe

00:21:26.230 --> 00:21:29.369
helps a baker. Now, the information is the valuable

00:21:29.369 --> 00:21:31.940
thing. a software license, a stream of market

00:21:31.940 --> 00:21:35.019
data, a patented genetic sequence. This idea

00:21:35.019 --> 00:21:37.720
led the economist Fritz Machlup, as early as

00:21:37.720 --> 00:21:40.660
1962, to talk about the knowledge industry, claiming

00:21:40.660 --> 00:21:44.480
it already made up 29 % of the US GNP. He was

00:21:44.480 --> 00:21:46.279
seeing the beginning of a whole new information

00:21:46.279 --> 00:21:48.640
sector in the economy. Okay, let's tackle the

00:21:48.640 --> 00:21:50.759
most visible, and I think for many people, the

00:21:50.759 --> 00:21:53.420
most painful consequence of this shift, the great

00:21:53.420 --> 00:21:55.980
labor transformation. What happened to jobs,

00:21:56.099 --> 00:21:59.170
income, and job security? The information age

00:21:59.170 --> 00:22:01.529
has created enormous wealth and incredible winners,

00:22:01.710 --> 00:22:04.490
but it has also put tremendous strain on traditional

00:22:04.490 --> 00:22:07.309
labor models across the globe. And you can see

00:22:07.309 --> 00:22:09.269
the strain in two parallel forces. The first

00:22:09.269 --> 00:22:11.009
is just straight up automation displacement.

00:22:11.210 --> 00:22:14.130
Any task that involves routine calculation, repetitive

00:22:14.130 --> 00:22:16.369
decision making or predictable physical movements.

00:22:17.000 --> 00:22:19.359
It's vulnerable. Computers and robots just do

00:22:19.359 --> 00:22:22.000
those jobs faster, cheaper and with perfect accuracy.

00:22:22.220 --> 00:22:25.119
So jobs like data entry clerks, assembly line

00:22:25.119 --> 00:22:27.599
workers, even some mid -level management roles

00:22:27.599 --> 00:22:29.359
that are really just about routing information.

00:22:30.400 --> 00:22:33.000
Those workers are forced to find something new

00:22:33.000 --> 00:22:36.410
to do. Which creates huge pressure. It creates

00:22:36.410 --> 00:22:38.789
immense pressure. The market starts demanding

00:22:38.789 --> 00:22:40.970
that workers shift into what the sources call

00:22:40.970 --> 00:22:44.289
indispensable professions. These are roles that

00:22:44.289 --> 00:22:47.190
require things machines aren't good at yet. Creativity,

00:22:47.369 --> 00:22:49.730
complex human interaction, high level engineering,

00:22:49.990 --> 00:22:52.369
scientific discovery, subjective consulting.

00:22:52.630 --> 00:22:55.529
They're high skill, high wage roles that can

00:22:55.529 --> 00:22:58.609
compete on a global stage. The brutal logic is

00:22:58.609 --> 00:23:00.750
if you're not indispensable, you're replaceable.

00:23:00.849 --> 00:23:03.309
And compounding that automation pressure is the

00:23:03.309 --> 00:23:06.250
second. force outsourcing because of that global

00:23:06.250 --> 00:23:08.970
fiber optic network we just talked about. A programmer

00:23:08.970 --> 00:23:11.269
or an accountant in a developed country is now

00:23:11.269 --> 00:23:13.089
competing directly with a skilled professional

00:23:13.089 --> 00:23:16.849
in India or Eastern Europe. Exactly. That digital

00:23:16.849 --> 00:23:19.660
infrastructure. dramatically increases the global

00:23:19.660 --> 00:23:21.859
supply of labor for many of these traditionally

00:23:21.859 --> 00:23:24.660
middle class jobs. And the result in developed

00:23:24.660 --> 00:23:27.019
nations is either wage stagnation for those who

00:23:27.019 --> 00:23:29.700
remain in those jobs, or they're forced to settle

00:23:29.700 --> 00:23:32.799
for low skill, low wage service jobs that can't

00:23:32.799 --> 00:23:35.140
be easily automated or outsourced. But the other

00:23:35.140 --> 00:23:37.220
side of that coin is that the same infrastructure

00:23:37.220 --> 00:23:39.900
is a massive benefit for developing economies.

00:23:40.099 --> 00:23:42.859
It's a path to higher wages for them. It is a

00:23:42.859 --> 00:23:45.400
phenomenal engine of opportunity for the developing

00:23:45.400 --> 00:23:48.480
world. The Internet allows workers there to plug

00:23:48.480 --> 00:23:50.880
directly into markets they were completely excluded

00:23:50.880 --> 00:23:54.079
from before. And that translates directly into

00:23:54.079 --> 00:23:56.180
higher wages and better opportunities, lifting

00:23:56.180 --> 00:23:58.700
millions of people out of poverty by giving them

00:23:58.700 --> 00:24:00.859
access to the global economy. Let's go back to

00:24:00.859 --> 00:24:03.160
that U .S. manufacturing example from the sources,

00:24:03.220 --> 00:24:05.259
because it just perfectly encapsulates this tension

00:24:05.259 --> 00:24:07.480
between creating value and employing people.

00:24:07.680 --> 00:24:10.630
The data is just shocking. Between 1972 and 2010,

00:24:10.930 --> 00:24:12.970
the number of manufacturing jobs in the United

00:24:12.970 --> 00:24:16.309
States fell by 6 million, a massive drop. But,

00:24:16.369 --> 00:24:18.690
and this is the critical part, during that exact

00:24:18.690 --> 00:24:21.690
same period, the value of U .S. manufacturing,

00:24:21.970 --> 00:24:25.589
the actual output, rose by 270%. So that's the

00:24:25.589 --> 00:24:28.289
core paradox. We're producing way more value

00:24:28.289 --> 00:24:31.049
with far fewer people. So where is all that new

00:24:31.049 --> 00:24:33.849
wealth going? Why isn't it translating into higher

00:24:33.849 --> 00:24:36.349
wages or more security for the workers who are

00:24:36.349 --> 00:24:38.589
left? Well, the sources suggest the value is

00:24:38.589 --> 00:24:41.049
accruing primarily to the owners of the information

00:24:41.049 --> 00:24:43.470
capital, the owners of the robots, the proprietary

00:24:43.470 --> 00:24:45.609
software, the patents, the algorithms that drive

00:24:45.609 --> 00:24:48.470
that productivity. Industry has become more information

00:24:48.470 --> 00:24:51.069
intensive and less labor intensive. The value

00:24:51.069 --> 00:24:53.250
of the technology itself goes up while the relative

00:24:53.250 --> 00:24:55.230
value of traditional human. labor goes down.

00:24:55.289 --> 00:24:57.710
This changes the entire model of how you even

00:24:57.710 --> 00:24:59.789
launch a successful company. It changes the role

00:24:59.789 --> 00:25:02.289
of capital itself. This is where the lean startup

00:25:02.289 --> 00:25:04.809
model comes from. Yeah. Contrast the old economic

00:25:04.809 --> 00:25:08.049
model where to succeed, you needed huge upfront

00:25:08.049 --> 00:25:10.750
investments in physical and human capital, you

00:25:10.750 --> 00:25:13.109
know, building the giant factory, hiring thousands

00:25:13.109 --> 00:25:16.410
of workers, getting massive loans. Contrast that

00:25:16.410 --> 00:25:19.509
with a digital paradigm. It's now possible for

00:25:19.509 --> 00:25:22.549
a small, inexperienced group with almost no initial

00:25:22.549 --> 00:25:25.029
capital like Mark Zuckerberg in his dorm room

00:25:25.029 --> 00:25:27.730
to create something that achieves planetary scale

00:25:27.730 --> 00:25:30.799
and success almost overnight. The required capital

00:25:30.799 --> 00:25:33.339
isn't physical anymore. It's intellectual and

00:25:33.339 --> 00:25:36.359
informational. The leverage you get from software

00:25:36.359 --> 00:25:38.680
that can be copied for free and distributed globally,

00:25:38.880 --> 00:25:41.299
it just fundamentally changes the game. It proves

00:25:41.299 --> 00:25:43.420
that in this new age, controlling the unique

00:25:43.420 --> 00:25:46.619
information asset is far more valuable than controlling

00:25:46.619 --> 00:25:49.200
the physical means of production. So let's wrap

00:25:49.200 --> 00:25:51.339
this up by looking at the broader societal and

00:25:51.339 --> 00:25:54.000
cultural impact. Beyond the economy, what does

00:25:54.000 --> 00:25:56.380
this constant ubiquitous access to information

00:25:56.380 --> 00:25:59.019
mean for us as human beings? Well, there are

00:25:59.019 --> 00:26:01.759
two very different views on this. The sociologist

00:26:01.759 --> 00:26:04.759
Manuel Castells sees this as a profound transformation

00:26:04.759 --> 00:26:08.500
leading to a new society in the making. He talks

00:26:08.500 --> 00:26:10.559
about the autonomy of culture from its material

00:26:10.559 --> 00:26:14.160
basis. Because information flows so freely, culture

00:26:14.160 --> 00:26:17.420
and knowledge can now evolve and spread independent

00:26:17.420 --> 00:26:20.299
of geography or traditional economic power. That

00:26:20.299 --> 00:26:22.940
sounds pretty optimistic. It suggests we're building

00:26:22.940 --> 00:26:25.079
a smarter, more connected, more knowledgeable

00:26:25.079 --> 00:26:27.700
global society because all of human knowledge

00:26:27.700 --> 00:26:29.819
is at our fingertips. That's the potential. And

00:26:29.819 --> 00:26:32.059
it's also the paradox. Because while Castells

00:26:32.059 --> 00:26:34.720
sees that possibility, others, like the writer

00:26:34.720 --> 00:26:37.660
Thomas Chatterton Williams, offer a really strong

00:26:37.660 --> 00:26:40.380
counterpoint. He warns about the very real dangers

00:26:40.380 --> 00:26:42.680
of anti -intellectualism in the information age.

00:26:42.859 --> 00:26:45.660
The sheer volume of information is just overwhelming.

00:26:46.099 --> 00:26:48.740
And a lot of it is superficial, irrelevant, or

00:26:48.740 --> 00:26:50.960
just plain wrong. So their argument is that the

00:26:50.960 --> 00:26:53.599
speed and volume lead to a sort of shallow engagement

00:26:53.599 --> 00:26:56.670
with knowledge. Exactly. The culture starts to

00:26:56.670 --> 00:26:59.549
value speed over expertise. Why would you read

00:26:59.549 --> 00:27:01.589
a dense, difficult book when you can watch a

00:27:01.589 --> 00:27:04.130
two -minute video summary? The greatest thoughts

00:27:04.130 --> 00:27:06.690
and works in human history are all available

00:27:06.690 --> 00:27:09.690
instantly. Yet there's this societal tendency

00:27:09.690 --> 00:27:13.049
to dismiss deep expertise and critical thinking

00:27:13.049 --> 00:27:16.410
as sort of pointless in favor of quick, easily

00:27:16.410 --> 00:27:18.750
digestible content. We're basically drowning

00:27:18.750 --> 00:27:21.640
in information while starving for wisdom. This

00:27:21.640 --> 00:27:23.880
has been an incredible deep dive covering seven

00:27:23.880 --> 00:27:26.799
decades of just radical world altering change.

00:27:27.119 --> 00:27:29.920
We started with that spark in 1947, the transistor.

00:27:30.160 --> 00:27:32.119
We watched it ignite the exponential engines

00:27:32.119 --> 00:27:34.680
of Moore's and Crider's laws. We charted its

00:27:34.680 --> 00:27:36.559
incredibly swift journey through those three

00:27:36.559 --> 00:27:38.740
phases of adoption from military networks to

00:27:38.740 --> 00:27:41.140
the global mobile network we have now, all running

00:27:41.140 --> 00:27:43.019
on the unbelievable speed of light through fiber

00:27:43.019 --> 00:27:45.240
optics. And we've seen how it redefined information

00:27:45.240 --> 00:27:48.279
as the core economic asset, causing this ongoing

00:27:48.279 --> 00:27:50.700
massive structural change to labor and capital.

00:27:50.759 --> 00:27:53.859
all over the world. The single defining characteristic

00:27:53.859 --> 00:27:57.279
when you look at it all is just the speed. The

00:27:57.279 --> 00:27:59.140
Neolithic revolution, which gave us agriculture

00:27:59.140 --> 00:28:01.420
that took thousands of years to spread across

00:28:01.420 --> 00:28:03.779
the globe. The industrial age took hundreds of

00:28:03.779 --> 00:28:06.140
years. The information age achieved planetary

00:28:06.140 --> 00:28:09.680
saturation in just a few decades. That pace of

00:28:09.680 --> 00:28:12.460
change is completely unparalleled and it presents

00:28:12.460 --> 00:28:15.220
challenges that, frankly, humanity has never

00:28:15.220 --> 00:28:17.529
faced before. Which brings us back to our final

00:28:17.529 --> 00:28:19.750
provocative thought for you, the listener, to

00:28:19.750 --> 00:28:21.789
take away from all this. We talked about that

00:28:21.789 --> 00:28:24.950
cognitive benchmark, how by 2007 our computers

00:28:24.950 --> 00:28:26.930
had already surpassed the collective processing

00:28:26.930 --> 00:28:29.970
power of every human brain on Earth, and how

00:28:29.970 --> 00:28:32.990
our global digital storage capacity now matches

00:28:32.990 --> 00:28:35.450
the storage capacity of an individual human brain

00:28:35.450 --> 00:28:38.109
on a per -person basis. So what are the philosophical

00:28:38.109 --> 00:28:40.529
and practical implications for human relevance

00:28:40.529 --> 00:28:43.470
when our own tools can not only remember more

00:28:43.470 --> 00:28:46.329
than us, but can compute faster? than our collective

00:28:46.329 --> 00:28:49.730
minds. The sources suggest the next great challenge

00:28:49.730 --> 00:28:52.509
of this age is shifting our focus away from just

00:28:52.509 --> 00:28:55.890
acquiring raw information machines do that better

00:28:55.890 --> 00:28:58.789
than we ever could to generating actionable knowledge.

00:28:59.190 --> 00:29:01.950
The future you could argue belongs to the age

00:29:01.950 --> 00:29:04.819
of algorithms. Algorithms designed specifically

00:29:04.819 --> 00:29:07.200
to convert this overwhelming universe of existing

00:29:07.200 --> 00:29:09.859
information into meaningful, useful actions.

00:29:10.259 --> 00:29:13.079
The question then becomes, how do we make sure

00:29:13.079 --> 00:29:15.380
that human wisdom is guiding the machine's incredible

00:29:15.380 --> 00:29:18.740
processing speed? That is the ultimate question

00:29:18.740 --> 00:29:21.519
of relevance moving forward. Thank you for joining

00:29:21.519 --> 00:29:23.359
us for this deep dive into the structure and

00:29:23.359 --> 00:29:26.160
history of the information age. We hope you walk

00:29:26.160 --> 00:29:28.140
away better equipped to navigate the dense sea

00:29:28.140 --> 00:29:30.339
of bits that we all swim in every day. Continue

00:29:30.339 --> 00:29:31.940
your own deep dive and we'll see you next time.
