Teaching Technology

Forgive me if you’ve heard me tell this one before. I’ve been put in the highly privileged position of designing a curriculum for a new technology degree. My specific brief is to drag the subject into the 21st Century. If that sounds like something of an oxymoron – technology/21st Century – bear with me a second or two.

Back in the late 90s, after several years of pleading, I was allowed to teach a TRIZ Module as an option to some of the final year Engineering students at the University of Bath. I’d originally asked if I could teach First Years and had been told it was ‘too dangerous’. I didn’t explore what that meant. At the time I took it to mean that the Head of Department had no idea what TRIZ was and therefore – understandably I could imagine – wasn’t prepared to take the risk. The degree programme had just hit the UK Top Five, and no-one wanted to jeopardise the growing reputation. Again, I could understand that. So, anyway, we get to the end of the optional Final Year Module and, as was the Department’s policy, the students were asked to provide feedback on the quality of the teaching and content. The consensus was basically one of outrage. Outrage of the, ‘why weren’t we taught this in the First Year’ variety. Needless to say, I wasn’t invited to run the Module again the following year. Either with the Final or the First Year’s.

This memory came starkly back to the front of my mind as I started thinking about what a 21st Century technology degree might look like. ‘Dangerous stuff’ seemed to be one of the conclusions.

Beyond that, I decided to go back and look at the rest of the Bath curriculum from the same years I was teaching there. Then I compared it with a current day version, and then the one I was taught during my degree back in the Stone Age (1981-4). To be honest, there wasn’t a lot of difference between the three. First up, there was a lot less mind-numbing derivation of formulae in the later curricula. Second up, there was an awful lot more use of software analysis tools in the 1999, and, particularly, the 2020 curricula. If a student wanted to do a stress or flow analysis back in the early 1980s, they had to write the software to do it; today, it’s all been done for you, so the student just has to build a model and then press the magic button. Beyond that, however, all the other differences were second order optimisations. Which ultimately means that, if my post-degree working experience was anything to go by, 90+% of the content would never be of any use whatsoever ten minutes after the graudation ceremony. And, moreover, the 10% that does still get used either gets used as first-principle ‘rules of thumb’. Or gets Googled. The former being a good thing – as it turns out, 1984 seems to be one of the last years that any engineer got taught anything from first principles anymore. The latter serving as a reminder that today its possible to answer almost any question by looking it up.

And, boy, is there a lot to look up these days. The technology ‘database’ has become an awful lot bigger in the past forty years. A lot more books, a lot more papers, and an awful lot more specialisation. What I’m a lot less sure about, however, is how much of this exponential increase in content is signal and how much is noise. Actually, that’s not true. When we force ourselves to go back to first principles and ask how much of the most recent content has altered or expanded our first-principle knowledge base, the answer is very stark: it hasn’t really changed at all. The signal is still pretty much the same signal. If it has grown, it has grown linearly. The noise is the thing that’s grown exponentially.

I think this is significant. Great that things can be looked-up on demand. Not so great if the technologist doesn’t have a first principle of understanding of what they’ve looked up to know whether the answers they produce make sense. It’s really useful to be able to run a finite element analysis to work out what and where maximum stresses in a structure are, but not so great if you don’t understand that stress = force/area will get you 90% of the way there. And therefore, allow you to establish whether the software is giving you something like the right answer.

That seemed to offer another clue as to what a new curriculum might do. If finding answers is easy, then surely, finding the right question to ask becomes much more important. Here again I think the technology education system has let students down badly. My main evidence for this is the fact that, particularly in the last three or four years since Generation Z has started entering the workplace, I find I can no longer set exercises to students that start with the phrase, ‘think of a problem…’ The first time I did it, it took me ten minutes to realise that everyone in the room was looking at me with an expression close to blind panic because they had no idea what a problem was.

At the same time this is happening, the world is becoming more complex. Every problem is increasingly likely to be connected to every other problem. That then highlights another issue with the way technology is taught today. The complexities of inter-disciplinary, interdependent problems makes for a really bad fit in an academic world that is still taught in tight specialisations. And which, more critically, tend to inherently avoid the ‘human’ issues that can no longer be excluded from whatever challenges are being worked upon. Without wishing to delve too deeply into technology cliché-land, I think its fair to say that most technologists (‘geeks’ to use the modern parlance) become technologists as a means of avoiding as many of the complex human-relationship issues as they can. Pure technology problems (if such a thing exists any longer) have the possibility to be merely complicated. Which means there is the potential for a ‘right’ answer. Real technology problems, however, are complex. Which means there is no longer such a thing as the ‘right’ answer any more. As far as I can tell technology educators are either not aware of this shift, or, more likely, have no desire to become aware of it. As a consequence, they do their students an enormous dis-service.

Finally, let’s add one more big challenge into the technology education mix. Back to the idea of the expansion of knowledge for a second. Even if it is the case that the rate of creation of ‘new’ first-principle knowledge is slow and essentially linear, the fact that it is increasing at all inevitably means that the number of combination possibilities increases exponentially. Which means we find ourselves back in complex territory again. And another technology education shortfall: almost no curriculum I’ve seen has even started to think about – never mind solve – the issue of how to combine partial solutions from different domains.

Except, of course, TRIZ. Which, sadly, brings us back full circle. As I experienced at the University of Bath, the vast majority of the technology education community either has no knowledge of TRIZ, or has no desire to acquire said knowledge. If they did, it would offer a solution to many of the innate problems of today’s technology education dysfunction. Which I believe can be summarised as follows:

  1. Virtually nothing gets taught from first principles anymore, so students don’t understand the world at a first principle level. This means they often know what to do (what the computer tells them) but have no idea why. TRIZ, by asking the questions that it did – accidentally – gave the world a comprehensive database of first principles.
  2. Students are taught how to answer questions rather than ask them. Finding answers is a much easier job today than it was 40 years ago. Today’s technologists need to be taught how to ask better questions. TRIZ helps to do this through the discovery that technology evolution has a very clear direction, and that progress occurs through a series of definable discontinuities.
  3. Nearly all modern problems involve people somewhere, and hence all are complex. Meaning that teaching students how to solve only complicated problems is no longer sensible.
  4. The world of technology is now massively hampered by extreme specialisation. The 20th Century was the time for specialists. The 21st Century technologist needs to be a boundaryless generalist.
  5. The best solutions to any complex problem almost inherently emerge from a combination of partial solutions. Few if any students are taught how to explore and make sense of the potentially billions of combinations to converge on solutions that are both coherent and meaningful. Understanding how to make the right combinations means understanding how to deal with the ‘betweens’.

The new curriculum is built to address these five core problem areas. It, in summary, is about focusing on signal. By avoiding the task of teaching noise (a problem endemic in the computing world, where lecturers continually fight a losing battle against every changing languages and protocols), and instead focusing on first principles, we become able to solve a crucial contradiction: We get to teach a more comprehensive, useful and future-proof curriculum in a shorter amount of time. That’s ‘useful’ in terms of benefit to the students, benefit to their future employers, and benefit to society at large.

Here’s what the basic curriculum looks like:

Module 1: Foundations – First-Principles/Systems/S-Curves

Module 2: Ethics & Morality – technologist rights and responsibilities

Module 3: Someone, Somewhere Already Solved Your Problem – finding needles in the technology haystack

Module 4: Function & Design – Design-4-X/contradiction-solving/rules-for-breaing-rules

Module 5: Technology Compass – IFR/Roadmaps/Resources

Module 6: Energy – energy flow/transfer/losses/S-Fields

Module 7: Control – sensors/feedback-loops/control-system-design

Module 8: Users, Abusers & AntiFragile System Design – understanding humans and how we interact with technology

Module 9: Real-World Projects – students will work with sponsoring companies on at least five real-world challenges to deliver actual, tangible-benefit-delivering solutions.

Module 10: Dissertation – adding a new needle (‘signal’) to the global technology haystack

At the moment, we’re looking to teach it either as a stand-alone two-year degree programme, or a one-year option to help ‘re-orient’ students that have graduated from existing technology degrees to help enable them to cope in the New World we’re all now having to get used to.

Hopefully more news in the coming months. Job one: the tussle to win over a critical mass of technology educators.

On Beauty

It feels like my list of rules-of-thumb is growing. If someone asks me a question that piques my interest, it’s highly likely – assuming we (the SI research team) are able to reach a sensible looking answer – to generate a paper or an article or a blog post. If someone asks me a question that doesn’t pique my interest it gets filed. Filed until about ten people have asked the same question. At that point I feel I should probably do something. The question probably still doesn’t interest me, but the fact that multiple people have thought to ask it very likely does. I think this rule of thumb has kind of always been there, I just never explicitly thought about it. Maybe that’s a lockdown effect? Too much reflection time. Or maybe just lots of locked-down, bored people asking random questions?

Anyway, this week’s ten-time question concerned aesthetics. And specifically, is ‘make it beautiful’ a 41st TRIZ Inventive Principle?

Before I get too much further, probably best provide the one word answer up front. No.

That’s not the interesting bit.

In relating Principles to ‘beauty’ it is necessary, I think, to divide the story into two segments. One in which beauty is the solution, and one in which beauty is the problem.

Let’s start with the latter. One way of thinking about ‘beauty’ is that it is one of the desirable outcomes of some form of (human) activity. If we are seeking to achieve beauty, the question becomes, ’how do we do it?’ Taken from this perspective, the Inventive Principles offer up the full spectrum of possible ways to achieve what we are looking for. They are provocations and directions that will eventually (if we are persistent enough) give rise to beauty. In this sense, any of the 40 could do the job. From personal experience, and looking at the technical version of the Contradiction Matrix – where ‘Aesthetics’ is one of the Improving Parameters – we know that some of the 40 Principles are more likely to help deliver ‘beauty’ than others. Simple example: Principle 4, Asymmetry is frequently obervable in a photography context as the ‘rule of thirds’ – i.e. an image ‘looks better’ if it is not in the centre of the picture but rather is shifted so it is centred around one of the ‘third’ lines.

Or, by way of a classic architecture contradiction, the architect always seeks to make the buildings they design ‘beautiful’, but they also know that beauty can only be achieved in the context of the surrounding structures. Here’s what this problem might look like when mapped onto the Matrix:

At this point, the Matrix offers a ranked list of the most likely beauty-delivering solution strategies. So far so good.

The other way of thinking about beauty in the Principles context, then, is that it is the solution to a higher level contradiction. So, for example, I might have a contradiction formulated as something like, ‘I want to improve customer revenue, but my solution needs to be very cheap to produce’, look that up on the Matrix and be informed that ‘making it more beautiful’ would be a good solution direction to go and explore. It worked for IKEA I suppose.

In this scenario, IKEA aside, there is a case that ‘make it beautiful’ is a valid solution provocation. Taken in this context, the question becomes whether it justifies a separate Inventive Principle provocation of its own. In my view, the existing Principles already do the job as well as they need to. At least in a generic sense. Principle 38 kind of implies it. So do 16 and 17. But then Principle 35 becomes the real ‘get out of jail free’ card in terms of why ‘make it beautiful’ cannot be a 41st Inventive Principle – ‘Parameter Changes’ is a very (very!) general Principle and so covers a myriad directions.

Over the years, I’ve tried to get the TRIZ community to rethink the Principles. With, of course, zero success. Unless triggering angry emails from TRIZniks counts. Anyway, if I could, Principle 35 is the first one I’d look to change. When the chronologically generated Soviet list of Principles had grown to 34, I’m pretty certain that Altshuller and team looked at all the miscellaneous unclassified solutions that they’d accumulated, looked at each other, and asked themselves, ‘what do we do with these?’ And then, because no-one could come up with a good answer, they collectively shrugged their shoulders and said, ‘screw it, let’s just bundle them all together and call it ‘Parameter Change’. And so Principle 35 became this awkward hotch-potch orphan. The embarrassing relative we always seem to get stuck with on family occasions.

The best we’ve been able to do to solve this Principle 35 rag-bag problem is to do technical, software, business, architecture. Literature, etc versions of Principle 35 (with it’s A, B, C, etc sub-variants) so that it becomes more useful as a solution generation provocation than merely .’change something’. In this context, I have also suggested to almost everyone that I meet during workshops that they should make their own list of the 40 Principles, adding their own examples. Things that are meaningful to them personally. Which, if it makes sense in your specific context, might well include examples connected to ‘making it beautiful’ as a solution direction.

Meanwhile, for me personally, I know that if someone suggested ‘make it beautiful’ as a solution direction, I’d have two reactions. Number one, I’d think that any solution creator in any domain that is worthy of the label ‘creator’ already knows that aesthetics and beauty are a part of their job. Asking this person to ‘make it beautiful’ is about as useful as suggesting they make it ergonomic. Or long-lasting. Or any other trite statement of the obvious. Yes, I know, there are a lot of ‘creators’ out there who are not worthy of the label. ‘Helping’ them by giving them facile reminders of their job, sadly, does nothing to increase the likelihood of achieving a beautiful solution. The solution will still look rubbish because the creator was rubbish.

Second, and more important, comes the next level problem down the hierarchy. As soon as I remember that aesthetics are important and that I need to achieve something that is beautiful, there is very likely to be a dawning realisation, as i dig deeper into the details of the design, that my desire to create beauty is hindered by my parallel desire to improve another design feature. And at that point – realising that achieving beauty is the problem – all I need to do is reach for the Contradiction Matrix in order to tap in to the solutions of tens of thousands of better creators than me, and stand on their shoulders.

A Fragility Landscape

As we come to the end of the Everythink book project, I’ve been allowing my brain to drift into the next one. Which is currently looking like it will be the first of the antifragility series. To that end we’ve been playing around with ways to assess a person’s level of antifragility. In doing that, we’ve realised that its helpful if we can also measure the antifragility (or fragility) of the environment in which the individual exists. Their workplace, for example, or home and family. This second question has proven to be a tad more difficult to solve. I think we’re somewhere close. Close enough to think about how to present the data once we’ve calculated it.

In a blinding flash of the ‘someone, somewhere already solved your problem’ obvious, it seemed that making a fragility version of the Complexity Landscape Model (CLM) would at least offer a decent start point. Here’s what it currently looks like:

In keeping with the CLM story, we first needed to identify distinctly different levels of fragility. Distinctly different meaning a discontinuous (s-curve) jump between one level and the next. We ended up with three jumps and therefore four levels:

  Fragile – the individual or environment is unable to survive any out-of-the-ordinary perturbation (i.e. most enterprises on the planet at this point in time)

  Robust – the individual or environment has inbuilt safety margins that enable survival of a defined set of extreme perturbations. If these extremes are exceeded, failure will be ‘brittle’ – i.e. sudden, extreme and irrecoverable. Like glass.

  Resilient – the individual or environment has inbuilt safety margins, but this time, if these margins are exceeded, failure mechanisms work slowly, such that any failure will be benign (‘fail-safe’), and such that there is a high likelihood of recovery. Like willow.

  Antifragile – the individual or environment becomes stronger as a result of the stresses and other negative effects imposed upon them. Like the human body.

Next up, also aligned with the CLM, there are ‘good’ and ‘bad’ places to be when we map our individual and environment fragility levels. First up, it is a very good idea for the individual to have a higher level of antifragility than their surrounding environment. I.e. they should be above the Taleb Line. The overall best place to be, then, is in the ‘Immortal Triangle’ up on the top right hand corner of the Landscape:

This is pretty much the opposite corner to the one in which most people currently find themselves. Down on the bottom left is the ‘Bermuda Triangle’. Most people are here right now because that’s where their environment is. And, worse, likely as not, that environment is less fragile than they are. Especially, for example, if you happen to be a person one any kind of zero-hours work contract. Here’s an extreme example of what most employers tend to want from their employees: a slight underpinning tension that let’s you know they’re in control, and you’re not. This unpleasant situation not helped by the natural desire for all of us to stay inside our comfort zones. What we end up with then are three big forces all working to (unwittingly) make us highly fragile:

It’s a long way from the Bermuda to the Immortal Triangle, but that’s the journey we all need to think about making in the coming months and years. Welcome to the Pleasure Dome.

A Tullock Spike For Covid-19?

“If the government wanted people to drive safely, they’d mandate a spike in the middle of each steering wheel.” Gordon Tullock

I’m a slow learner, but one of the things I think I’ve learned since lockdown is not to try and have a rational argument with anyone on Twitter. Especially about PPE masks. A domain where there are far too many people with strong opinions and far too few with any actual knowledge. That’s knowledge as in either the realities stopping airborne 80nm diameter virus particles from entering the mouth or nose, or the usually less than rational quirks of human behaviour.

We live and learn. Only without the learning part, usually.

The most vociferous faction of the pro-mask lobby assumes that ‘there’s no downside’ to wearing a mask so therefore everyone should wear one. In the real world, meanwhile, there are, numerous, clear downsides should anyone care to spend more than five minutes thinking about it.

Masks, in economist, Gordon Tullock’s world, are the opposite of what has come to be known in engineering circles as a Tullock Spike. A Tullock Spike is something that looks dangerous, but instead works to increase safety. Next time you find yourself unlocked and out in a car, if you can imagine driving along with a Tullock Spike half an inch from your chest, you are going to drive much more safely than if you’re in a Stage 1, 2 or 3 autonomous vehicle, swigging Red Bull, and surrounded by a dozen airbags. Counter-intuitive, but demonstrably true. Except for the Red Bull bit.

Masks make people feel safer than they actually are. Unless, of course, they are NBC hazmat-suit grade protective equipment, in which case virus ingestion becomes the least of your problems (not drowning in your own sweat usually being the most pressing one). If you’re wearing an N95, you are not nearly as safe as you likely feel. And if you’re wearing a home-made mask, the misunderstanding becomes even worse.

So, this weekend’s challenge is to come up with a concept of a Tullock Spike for Covid-19: something (not that it has to be a ‘thing’) that makes people feel ‘unsafe’, but as a result, makes them actually safer.

I’ve got a target of 10,000 words to write for the next book over the weekend, but I’ve also promised myself I’ll think about the problem and publish what I come up with early next week. All thoughts and contributions welcome.

Gaming The System

Its only a matter of time before any kind of measurement gets gamed. With several of our clients, if we’re not able to convince them to go with what we think is the ‘right’ (i.e. outcome-based) kind of measurement, we at least try and help them to work out what the half-life of the measurements they intend to put in place are. So that they know when they need to start thinking about re-designing that measure. Lots of companies, for example, put into place metrics relating to the number of patent applications different departments (or in some cases, individuals) were expected to submit per year. This kind of measure typically takes about one-cycle (i.e. around a year) before it gets corrupted: ‘It’s November, we failed our target last year and got reprimanded; it looks like we’re not going to hit it this year either, so…’ You know what’s coming next.

We had a theory that metric half-life (i.e. the amount of time it would take for half the stakeholders to work out how to corrupt the measurement) would reduce considerably during a crisis period. We just didn’t know how much. On the last day of April, we got our first datapoint. And the news wasn’t good. The half-life of the Covid-19 virus test metric, we now know is significantly less than a month.

On the second of April, Health Secretary, Matt Hancock, announced, ‘I am now setting the goal of 100,000 tests per day by the end of this month. That is the goal and I’m determined that we will get there’

On the 30th came deliverance. 122,347 tests. Very impressive. Hancock looked almost smug when he showed up for that day’s media briefing session.

Execpt. There was a problem. Several problems. 27,497 turned out to be ‘home tests’. Tests that had been posted to people on the 30th. Another 12,872 were sent out to satellite sites. So they also weren’t actual tests either. So the 122,347 was actually just 81,978 by the 2 April definition. Then we learned that the number of actual individuals actually tested was 73,191. This because the tests aren’t massively reliable, and so large numbers of individuals had to be repeated. And then, worse still, now we also have figures for the early days of May, we also know that the 30 April figure was a one-off high.

I’m not blaming Matt Hancock for this corruption. He’s just the poor sap that set a target he didn’t understand. And he’s just the Minister putting pressure on everyone beneath him to make sure the target was met. A classic, ‘don’t let me be seen to have missed this target’ kind of pressure. Pressure that meant, as soon as said staff worked out they were going to fail, they were forced to start getting creative. Some kinds of creativity are good. But, generally speaking, not the kind where stupid things get done in order that some arbitrary target is reached.

So, May 5th, and here we are. The half-life of a UK Government metric looks like it is, if we take into account the time until someone worked out that posting home-test kits on the 30th might help, is around a fortnight. And yet still somehow the Government approval rating is above 50%. Which, if I had any faith that that particular metric hadn’t been corrupted several eons ago, I might start to worry about.

What we’ve managed to do with the clients that have had their ‘number of patent applications’ metric gamed is helped them to introduce a better ‘number of hgh quality patent applications’ measure. It’s hard to measure ‘high quality’, but the difficulty of doing it should be no impediment to working out how to do it. The same applies regarding virus testing. It shouldn’t be about how well the Government sends out  unreliable home-testing kits to random individuals (and, by the way, I know from several friends that there is a massive element of randomness), it should be about the number of high-quality test results obtained. I think, maybe, everyone assumed that’s what Matt Hancock meant on April 2nd. That part of the measurement challenge isn’t rocket science. We all instinctively know what meaningful is. We just need to get those responsible for making the measurements re-direct their creativity away from gaming the system, and towards finding ways to measure what is needed rather than what is merely expedient.

Mini Case Study: Vietnam War Memorial

I’m ploughing my way through Volume 1 of Design Unbound at the moment. A bit of a complex-adaptive-systems buzzword bingo game of a book if I’m being honest. With so many ‘insert miracle here’ moments, by page 150, I found myself laughing out loud.

On the up side, though, the authors mention the word ‘contradiction’ quite a lot. They’re not brave enough to come out and say that contradictions should be ‘elminated’, and they don’t quite go so far as to say ‘challenged’ either. But they do talk about the need for designers to embrace ambiguity, which is quite nice in its own right, and at least a step in the right direction. Part of my problem with the book, I think, is the lack of examples of what’s been talked about. So it all comes across as very ethereal and, ultimately, little more than an advert to go and do an architecture degree. There were, however, a couple of quite elegant examples. My favourite concerns the beautiful Vietnam War Memorial in Washington DC. As it turns out, a classic architecture conundrum. On the one hand, the Vietnam War was probably not the US’s finest hour so in a lot of ways, people want to forget about it. On the other hand, close to 60,000 American military personnel lost their lives and visibly commemorating those tragic deaths was something that was considered vitally important to all those that fought or had loved ones lost in the conflict. A memorial was wanted and not wanted.

In TRIZ terms, the contradiction looks like this:

And if we map it onto the Business Matrix – where we have the biggest selection of ‘intangible’ parameters to choose from, the best fit says that what we’re trying to improve – honouring the dead – is all about Meaning, and, the other side of the conflict – not wanting to glorify the unpopular war – is best mapped as a Negative Intangible, or, possibly, next best, Trust. Here’s what happens when we map those pairings onto the Matrix:

And here’s what the architects of the Memorial came up with…

…a stunning example of a (Principle 32) ‘increasing transparency’ solution. Looked at head on and the Memorial is a highly polished black marble, with the names of the lost engraved; looked at obliquely, and the Memorial ‘disappears’ by mirroring its environment. Monument and no monument.

Mini Case Study: The Ideal Vaccine?

Here’s one of my favourite stories from Atul Gawande’s book, Better:

“Five years later, Albert Sabin published the results of an alternative polio vaccine he had used in an immunization campaign in Toluca, Mexico, a city of a hundred thousand people, where a polio outbreak was in progress. His was an oral vaccine, easier to administer than Salk’s injected one. It was also a live vaccine, containing weakened but intact poliovirus, and so it could produce not only immunity but also a mild contagious infection that would spread the immunity to others. In just four days, Sabin’s team managed to vaccinate more than 80 percent of the children under the age of eleven—26,000 children in all. It was a blitzkrieg assault. Within weeks, polio had disappeared from the city. This approach, Sabin argued, could be used to eliminate polio from entire countries, even the world. The only leader in the West who took him up on the idea was Fidel Castro. In 1962, Castro’s Committee for the Defense of the Revolution organized 82,366 local committees to carry out a succession of weeklong house-to-house national immunization campaigns using the Sabin vaccine. In 1963, only one case of polio occurred in Cuba.”

It describes a classic contradiction: what was Albert Sabin trying to improve? Answer: he was trying to vaccinate lots of children. What was stopping him: injected vaccines were slow to administer, and because every child had to be individually vaccinated, lots of vaccine was required and the time needed to inject everyone was considerable.

A classic vulnerability-versus-speed or vulnerability-versus-amount-of-substance conflict. Which, if we look both up on the Contradiction Matrix give us the following ranked list of Inventive Principles:

Of which, Sabin’s solution deployed three:

Principle 35, Parameter Change – switching from an injected to an oral vaccine, and, perhaps more significant…

Principle 13, The Other Way Around – using a ‘live’ vaccine, and,

Principle 9, Prior-Counteraction – producing a mild contagious reaction in the first children to be vaccinated, that would then spread to many of the other children.

Sabin, of course, didn’t have access to the Contradiction Matrix when he devised his genius solution. His solution, however, offers us exactly the sort of case-study that our research continues to feed into the Matrix. So that everyone else in similar situations is able to access that genius.

Precautionism

Do as I say not do as I do. Welcome to the Nassim Taleb fanclub. A group that has recently turned quite snarky when it comes to criticising institutions that don’t understand risk in the way that they do. The WHO in particular has come in for a lot of criticism from the Taleb wannabees in recent days for their ‘don’t wear masks’ advice.

The gist of this Taleban (too close to the edge?) argument has been that you don’t wait for evidence in order to decide to wear a seat belt. Wearing a seat belt, they will quite rightly argue – per the Precautionary Principle – can only help. There is an upside/downside asymmetry in favour of seat belts.

I posed the question whether any of the community also wore crash helmets and fireproof clothing when they got in their cars. The answer was a deafening silence. The sort of silence you get when someone realises their argument has a massive hole.

I didn’t even get to the part about data. The compiled data from the United States suggests that up to 3 % of vehicles involved in fatal crashes have a related fire event, and that over 5 % of fatalities occur in cars having caught fire, up to one third of the deaths being directly caused by fire. Surely, therefore, we should all drive in flameproof clothing. The Precautionary Principle says so. There’s only upside, right?

What the Taleban (I’ve decided I can get away with it…) don’t seem to understand, or want to understand is that we all draw the line somewhere. The line between precaution and precautionism. Nearly everyone wears a seatbelt, nearly no-one outside of motorsport wears flameproof overalls to go and pick the kids up from school.

The precautionary principle is good. But only up to a certain level. Somewhere along the spectrum of precautions we could take to mitigate risk the downsides start to outweigh the upsides.

The current should-I-shouldn’t-I debate over masks is happening, I think, because different people put the decision on different sides of the dividing line.

From a TRIZ/SI perspective what’s happening here is the debate serves to tell us there is a contradiction. We want precautions and we don’t want precautions. And if we’re smart, that should mean there is an innovation opportunity.

Before that’s possible, however, it’s a really good idea to arm yourself with the requisite facts. Another point that seems lost on the Taleband (how about with a ‘d’?) I tried to give them some actual facts regarding masks filters and Covid-19, but I guess it sounded and looked too technical to them, so they tried to pretend they hadn’t seen it. No-one likes to be outside their comfort zone. That’s why the WHO isn’t apparently listening to the Talebanned (too far? Or wrong way around – is this the name for people Taleb has blocked?). The WHO know epidemiology and healthcare but they clearly don’t understand systemic risk. Or, probably, the Precautionary Principle. Or, very definitely, the idea of solving contradictions.

But its exactly the same knowledge-blindness, stay-in-comfort-zone issue being seen from the Taleband. They’re clearly uncomfortable with not only epidemiology, but also thermodynamics and filter design technology.

Discomfort, however, is not a valid excuse for continuing to spout half-science. They might think there is only upside in what they’re suggesting, but when we add in the other half of the story, the downside can and in most cases does very easily outweigh the up. Precaution becomes precautionism.

This means, ultimately, they’re failing their own skin-in-the-game test. True, the most ardent of the Taleband have changed their Twitter thumbnail photo to now show them wearing a mask. ‘Look,’ they seem to want to say, ‘see how I’m practicing what I preach’.  Some of these people have over 30,000+ followers. They might think that by recommending mask-wearing there’s no downside, but because, after you add in the actual science, in reality there is net downside, they’re potentially causing harm to lots of people. People who, when things do go wrong, rest assured the Taleband will be holding up their hands and saying, ‘nothing to do with me, mate, blame the Precautionary Principle’.

Every innovator, meanwhile, by definition, has to have genuine skin-in-the-game. They know that relying on half-science is a guaranteed whole way of ensuring they end up amongst the 98% of innovation attempts that fail.

Speed is important right now. Building parachutes after jumping out of the plane is a pretty good metaphor for the times. Last I heard though, there’s still time to read the parachute design manual before you jump.

The manual telling us that precautions are good, but too many precautions are not. Too many precautions mean a contradiction needs to be solved. Solving those contradictions helps put you in the 2%.

Should I Wear A Mask?

Speed wins in a crisis. We knew that. One of the consequences is our collective societal knee-jerks more often than not mean we end up doing dumb things quickly.

Every time I do our ‘save the Titanic’ exercise in workshops, within 5 minutes every group ever has found all of the resources that would ever have been needed to keep all the passengers and crew alive. And yet, on the night, 1500 people died. Death by, in some cases quite literally, jumping before thinking.

Fear and confusion does this to us. Ready, fire, aim. In crisis times, the job is to try something, see what happens, learn from it, and try again. Crossing your fingers that the thing you tried doesn’t turn out to be so dumb that you don’t survive the experiment. Fire before aim. I get it.

But when Tom Peters first popularised the aphorism, even though he switched ‘fire’ and ‘aim’, he still left ‘ready’ at the start of the process. Like with the Titanic exercise, ‘ready’ is all about that five minutes at the beginning where we take a deep breath and think logically and rationally about the situation.

You can be fairly certain this ‘ready’ stage hasn’t really happened when we start to hear conflicting advice from experts. This is what we’re seeing at the moment regarding masks.

The World Health Organisation is telling people, ‘don’t wear masks if you’re not sick’. On the other hand, those that understand systemic risk say wearing a mask ‘can’t do any harm’ and so therefore we should do the opposite. Two separate instinctive knee-jerks that together serve only to confuse the average person in the street.

From a ‘ready’ perspective, when two smart groups of people are telling you different things that you’re probably dealing with a right-versus-right contradiction. And that contradiction needs to at least be managed before you make a personal decision regarding whether you’re going to go looking for a precious mask or not.

The heart of the contradiction is this. An argument between two different types of expert. The WHO and the epidemiology community possess lots of domain knowledge about pandemics. A lot of it is is based on statistical information.

The risk/complexity community, on the other hand, doesn’t have any domain knowledge relating to the spread of viruses, but they do know that the WHO’s statistical foundations are in reality ‘naïve probabilism’ when taken at the systemic level. In a complex environment, getting to where you want to get to (ending the pandemic) means the main basis for action is working from where you are to where you want to get to with heuristics that present a change vector that progressively gets everyone pointed and moving in the right direction.

The two perspectives – subject matter expert domain knowledge and integrative risk and complex systems knowledge – can be presented as a 2×2 matrix like this:

What the matrix ought to remind us is that where we need to try and get to is the top right hand corner. Answering the mask question is not about picking a side in the either/or debate, it is about solving the contradiction between the two differing perspectives and thus getting the best of both worlds.

If we’re going to do this properly, the integrative-knowledge axis of the plot needs to include all of the ‘out-of-domain’ knowledge that is relevant and not included in the domain knowledge axis. So, in addition to understanding risk and complex systems, we ought to add to the list things like human psychology and, in the case of the Covid-19 virus, some knowledge of virus and droplet aero/thermodynamics and, if we’re thinking about masks, the design of filters. Now we’re presenting ourselves with a pretty tall order. In order to meaningfully answer the ‘should I wear a mask?’ question we need someone with the requisite level of knowledge of epidemiology, risk, complex-systems, human psychology, thermodynamics and filter design. I don’t think there are too many of those people around.

Or maybe there is. Maybe this is where TRIZ/Systematic-Innovation comes into the story. The basis of the TRIZ aphorism, ‘someone, somewhere already solved your problem’ is that the whole method is built from knowledge accumulated by looking across all of the world’s different domains. It offers a first-principles synthesis of everything.

As someone that has used TRIZ for the last 30 years and been developing it for the last 25, while I can’t claim it has made me an expert in any of the needed domains, it has enabled me to go and find the experts and ask them the right questions.

What this then means is, to take a first example, looking at the WHO declaration that Covid-19 is not airborne, but is rather transmitted in droplets of saliva and mucus. Big droplets don’t stay airborne for very long, and will not travel much more than 1m from their source (hence the 2m social distancing rule – 1m plus safety factor).

As far as they are concerned this is statistically true. But, when we bring a little thermodynamic knowledge to bear on the problem, we have to also take into account the fact that the liquid that forms the droplet will inevitably evaporate. The rate at which this will happen depends a lot on ambient temperature, pressure and air movement. A typical 50micron water droplet will evaporate on a typical UK Spring day in around 120 seconds. If the droplet is on, say, the surface of a mask that is being breathed through, the evaporation rate will be significantly higher, and so the droplet will evaporate in around 60 seconds (this is an experiment that’s fairly easy to reproduce yourself… sneeze onto a surface that allows the resulting droplets to be visible (I used a piece of slate) and see how long they take to disappear, first by just leaving the slate to dry, and second by blowing on it).

The importance of this is that after less than two minutes, the droplet that was carrying the virus has evaporated, leaving the virus exposed. This being the case, there is now a question about whether it is able to become airborne. Whether or not this is going to happen, again depends on a number of factors, some of them relating to the ambient conditions and some relating to the virus itself. Now, the aerodynamicist needs to know the size and density of the virus particles. The data is still coming in as far as Covid-19 is concerned, but reliable reports (Reference 1 from South Korea) suggest a diameter of between 70-90nm. This is small. So far I’ve not been able to find any figures on the specific volume or density of Covid-19 – which in itself is a worry, because it means the epidemiologists don’t think this knowledge is important. It is important.

If we don’t know the specifics of Covid-19, we do know the details for other corona viruses. Their density is around 1.37g/cm3. Asuming Covid-19 is in the same ball-park, this tells us that, yes, Covid-19 will very definitely become and stay airborne. Like for like, it is slightly worse, but similar to cigarette smoke.

What this now means is that, the sneeze that lands on the ground will evaporate after a couple of minutes and allow any wind to lift the virus particles up and blow them into the atmosphere. Once up in the air, they are very likely to stay there for some time. Now the issue becomes how long they will continue to be viable. Another current unknown, although figures of between a few hours and a day are circulating.

More importantly, as far as our mask problem is concerned, is recognising that a sneeze droplet from someone else’s sneeze landing on the mask I might be wearing will evaporate after less than a minute, leaving the virus particle itself on the surface of the mask.

So, now the question becomes whether this virus can get through the mask and into my mouth. Now we need the filter designer’s knowledge. Will a 70-90nm diameter virus get through the mask filter? Fairly obviously, the answer to this question depends on the mesh size of the filter. There’s been a lot of mention of the N95 type filter in recent days. The ‘N95’ designation means that when subjected to certification testing, the respirator blocks at least 95 percent of very small (0.3 micron) test particles. Which basically means, to a Covid-19 virus N95 looks like lots of really big holes. The equivalent of throwing a tennis ball through a basketball hoop. N95s will absolutely stop sneeze droplets from entering the wearer, but after the moisture has evaporated, the remaining virus particles will easily get through the mask. If not on my next breath, a later one.

This is not to say that the N95s are useless, but what it does mean is that if you’re wearing one in the vicinity of a sneeze, you’ve got about 60 seconds to change it for another one (ideally sterilising the old one rather than throwing it away) if you want to stop virus transmission.

We could go on to talk about sealing around the sides of the mask – another significant design flaw in most masks – and we could also look at load factors (i.e. how many virus particles does a person need to ingest before they’re likely to become symptomatic and get the disease (about 10 is the emerging knowledge, but we still don’t know for sure)) but I think we should now say ‘so much of the hard science’. Now let’s have a look at some fuzzy human psychology. The risk/complexity world says we should all wear a mask because, ‘it can’t do any harm’. While this might be factually true if humans were 100% reliable automatons, the reality is that a number of very human quirks come into play.

The first is that, when we’ve taken a precaution we think is going to work, we think we’re safe. Every safety feature car manufacturers add to the vehicles we drive, we all compensate for by driving worse. In other words, the safer we think we are, subconsciously the more risks we allow ourselves to take. Example 1: we don’t take social distancing so seriously. Example 2: we know that hand washing and not touching your face is good WHO advice. But when you’re wearing your mask, suddenly it becomes more okay to touch your face. Plus, the mask is often a bit uncomfortable and irritating, so there’s a tendency to ‘have’ to touch the mask more to adjust it. Thus, if you’re not washing your hands every ten minutes, transferring more virus to the surface of the mask.

This is where I think the risk/complexity people have been naïve. The blanket assumption ‘it can’t harm’ does not take account of the real world. The same as when they’ve been declaring that ‘100% lockdown will stop the virus completely in ~15 days’. 15ish. I can’t remember their precise number, but in reality I don’t need to because I know that there’s no such thing as 100% lockdown. In the real world people need to go out and get food. They need exercise. They get bored. We go out.

Anyway, that’s a story for another day. Today’s question is should I wear a mask?

What do we know, now looking at the world from the top-right hand both/and perspective of our domain knowledge and integrative knowledge matrix? i.e. taking into account both what the WHO says and the risk/complexity people say and adding in some actual facts that are needed to properly answer the question.

  1. If you’ve got symptoms, you wear whatever mask you can to help reduce the spread to others.
  2. If you’re working around Covid patients, you should have a mask considerably better than N95 (see the hazmat suits worn by Chinese doctors and nurses).
  3. If you’re the average citizen out in public (why aren’t you locked down?) unless you have a fully sealed mask with a filter mesh size less than 70nm, it is virtually pointless and will probably lull you into a false sense of security, so don’t wear one. Especially if you having one means that a medical professional doesn’t get them because you’ve hoarded them all (…stop being selfish, while you’re at it).
  4. If you can’t get the ‘it can’t harm’ meme out of your head and are going to wear one anyway, remember not to touch your face or the mask, wash your hands regularly and change the mask (or, better, sterilise and re-use) probably just as regularly.

At the end of the day, everyone makes up their own mind on these issues. A lot of people – bottom left of the matrix – actually, it seems, don’t want the truth. Or maybe they’ve just become so jaded after several years of fake news that they’ve just decided to blank everything out and listen to whoever shouted the loudest. The sort of people that listen to prats like Tim Martin telling them its safe to go and drink in his pubs.

Ultimately, to paraphrase Nassim Taleb, don’t listen to what people say, watch what they do. When I decide to go to the supermarket later this week I have risk-taking skin in the game. Will I wear a mask? Based on the top-right hand corner of the matrix, I will not be wearing a mask.

Closing Open Innovation

When I worked at Rolls-Royce, I guess because I was perceived by my bosses to be the person most open to ‘weird’ ideas, I was the nominated person to receive the letters occasionally sent to the Company from individuals claiming to have re-invented the jet engine. They averaged one or two a week. Meaning that, after a few years, I’d had the pleasure of reading several hundred suggestions. After the first few dozen, my initial excitement had begun to diminish. The ideas were already falling into what later became two distinct categories. The first came from the person that had not thought to check on whether someone in the industry had already thought of the idea. The second, depressingly more frequent category, came from people that didn’t understand the basics of how the world works. Things like physics, Bernoulli’s Equation, the Laws Of Thermodynamics, and gravity. Don’t get me wrong, my mind wasn’t and still isn’t closed to the possibilities of breaking some of these Laws (I’ve done it successfully myself on a couple of occasions), but there ought to at least be an attempt to understand them first. Needless to say, in all the time I received and responded to these approaches there was not a single occasion when anything tangibly useful appeared. Nothing even close. The ratio of bad-to-good was infinite. It was like Open Innovation before Open Innovation existed.

These days, we still get some of these kinds of approach from people. Only now it’s a cornucopia of things rather than just perpetual-motion-powered jet engines. Mainly, though, I get to meet people in client companies that find themselves in the same role I had at Rolls-Royce. Only now times have changed. Firstly, they tell me, the flow rate has increased considerably. Secondly, the level of in-company paranoia has increased exponentially. No-one wants to be the person that turned down the Beatles.

It only takes one or two cases for this paranoia to become extreme. The knowledge that Hoover turned down Dyson, for example, when he approached them with his cyclone vacuum cleaner. As it happens, I met several times with the person at Hoover who did the rejecting. He insisted he would do the same thing again tomorrow. I could empathise with him. Even after the fact I’d approached the company in pretty much the same way Dyson had, only with a far better way of cleaning floors than a cyclone. But that’s another story.

Spool forward a few years to 2010 and a client asked us to get involved in the emerging Deepwater Horizon disaster in the Gulf Of Mexico. The client wasn’t BP or a competitor of BP, but rather someone interested in Open Innovation. Which, thanks to Henry Chesbrough’s 2003 book had already become a thing. A shiny bright dysfunctional thing. Our brief was to watch what happened when BP decided to embark on their own Open Innovation experiment. The Deepwater Horizon oil-spill was an almost impossible to solve problem. Thinking it would help allay some of the already horrendous public relations damage caused by the incident itself, someone at the company figured, ‘let’s tell the world what the problem is, and lots of people will turn up with answers’. 300,000 responded within the first week. Humans love a crisis. Especially when the crisis belongs to someone else and we have no skin in the game. Humans love to help.

Pity the fool, though, that had to work their way through those 300,000 suggestions. 299,999 of which were very likely to have come from the knowledge-vacuum person who took time out of writing to Rolls-Royce to explain how to re-invent the jet engine.

Frankly, you need a small army of people to go through that many ideas. A small army that BP clearly didn’t possess. So, less than two weeks after the call first went out, the media started to hear from some of the call responders. ‘I told them what the answer was, but they haven’t listened,’ was their clear message. Something done, I’m sure, with the best of intentions had quickly turned into a PR disaster. If it hadn’t been for the BP CEO, Tony Hayward, committing the all-time worst PR blunder in history, its possible that BP could have killed the Open Innovation mess for good.

Thankfully for Henry Chesbrough, but not so good for everyone else, Open Innovation survived Deepwater Horizon, and Chesbrough got to spread his naïve, ill-conceived claptrap even more broadly.

Which brings us to the Covid-19 pandemic. This time a global crisis that has already, just weeks in, shown everyone the human spirit in all its manifest forms. The occasional profiteer – who, one of the best things to come out of the social media echo-chamber-creation machine, have been universely called out for their evil ways – but mainly the literally millions of people wanting to help. Simultaneously heart-warming and utterly chilling.

When half a million Brits answered a call to volunteer to help out the NHS, that’s the heart-warming part. Volunteering to deliver prescriptions, help prepare food and do portering jobs, we see humans quite literally at their community-minded finest.

But then, on the other side, oftentimes the ‘help’ ends up being the precise opposite. We’ve been asked to work on a couple of the emerging bottleneck problems – ventilators and masks. The world doesn’t have nearly enough of either. Both problems are serous, but the ventilator shortage is the most life-threatening. Not surprisingly, many public officials started to put out calls for more ventilators. A classic Open Innovation play.

Finding technical solutions to both problems has been easy. That’s what happens when you have a method. The real issue, we predicted, is going to be fighting through the noise. We’ve already seen some of the consequences of this in the UK. Big, sexy ventilator contracts offered to (Government supporting) Dyson on the one hand, and a small company that already makes ventilators being ignored on the other. The sort of state incompetence both Orwell and Kafka would have rejected as too far-fetched.

We’re back in Deepwater Horizon territory here. Only this time hundreds of thousands of human lives are at stake. Tens of thousands of helpful – jet-engine re-inventing – souls that are clogging up the system with naïve, time-wasting crap. Worse still – like Deepwater Horizon – many of these people are precisely the same highly opinionated ‘geniuses’ that will soon be going to the media to moan about how they aren’t being listened to. Thus compounding the problem even more. Not only are those in charge wasting time ploughing through hundreds of nonsensical ventilator rescue suggestions, but now also having to justify to the press why they haven’t responded to all the amateur Professor Branestawm wannabees.

Strongly opinonated people are really important in an innovation context. But only when they have the know-how to back it up. The world doesn’t have enough of these know-how-and-opinion ‘fixer’s right now. Meaning we end up with a million and one bulls in the ventilator shop and a growing number of Cassandra’s, pulling their hair out with frustration at the lack of attention they’re getting. In normal times, the cream has time to rise to the surface. In crisis times, tragically, wrong answers thrive while the needed answers wither on the vine.

Not that its for me to make any kind of public plea, but if I could, it would to politely request that those beautiful people that want to help, but have no relevant know-how should stop clogging up the communication channels and stay out of the way. Go do the shopping for the locked down vulnerable members of the population. Grow some vegetables. Volunteer to help farmers pick crops. Save lives, stay home, shut up. Let those with the actual knowledge – the quiet ones, the Cassandras – do what society now needs them to do. This is their time.