Friday, February 1, 2019

5G 的世代


最近5G在臺灣是個熱門的話題。看了一些近似神話傳奇的論述,覺得義不容辭的要談一下。

傳說中5G的神奇功效是速度超快,反應時間超短,而且一旦5G上市,4G/LTE就會人間蒸發。要談5G之前必須先談一些基本概念。5G的兩個主要頻段,一個是現在LTE的頻段。這個頻段能提供的改進不大。主要是讓電信業者能再使用已經擁有的頻段。另一個是在25GHz以上的頻段。這才是傳奇中5G的厲害之處。但是這個頻段有個物理上的限制,不會因為那個頻段叫5G,就變得不一樣。
電磁波在大氣中傳播,頻率越高,衰減越快。這意味著5G需要更多的基地台,構成高密度的無線網格。每個基地台不會因為通電了,就自動連上互聯網。每個基地台都需要一條資料鏈路(back hauling)連上廣域網路(WAN)或城市網路(MAN)。這些連網線路也不能是省油的燈。5G說我讓大家上網速度大增。如果每個人都拿一條消防栓噴水,這後面的水管就得粗的像條河。今天5G佈建的資金和時間的需求問題是在這𥚃。加基地台要錢要時間。牽線也要錢要時間。如果上5G的月費是現在的三到十倍,還有多少人要用。如果不這麼貴,電信業者就得慢慢來。台北好不容易蓋好蓋滿了,新北只有一半的覆蓋率。桃園新竹更少了。拿一個5G的手機,一上高速公路就回到美好的舊時光。傳說中的應用,比如說像是虛擬互動,在大安森林公園也許可以,過了泰山收費站可能就有問題了。4G/LTE還是得頂著先。更不要説自動駕駛,上下三義交流道還是自己開比較「即時」。
5G加IoT也只是一個帶動唱的噱頭。在百貨公司,超級市場,辦公室或是家裏是不須要5G的。因為沒有高速移動,其他的科技產品可以取代的,就不用花大錢用5G設備。因為那些5G設備都有很高的專利成本。
反應速度快這說法也只是半個事實。資料都在數據中心裏,基地台再快也要等資料到了才能送。谷歌的搜尋不會因為是5G就突然快得不得了。資料如果不在臺灣,就要到日本或新加坡的數據中心去拿。如果網站在中國,就還要過電子長城。那也不會因為上了5G網路就忽然變快了。
5G不是一個根本的改變(revolution)。因為高頻寬的用處二、三十年前就知道了。但是物理及技術上的限制,造成龐大的資金需求,進而影響佈建的速度。最近臺灣節目中談論5G的內容,根本是「財經專家談物理,政論名嘴説工程」。然後又把華為的5G技術捧得太高了。我先前轉貼了一個有關5G SEP(Standard Essential Patent)的報告。華為是名列前茅,但是並不具有決定性的影響力。更不要説要以一當十。華為最厲害的技術是作生意可以不用看成本。這個專利是資本主義國家裏的公司沒有的。如果了解這點,就可以了解最近各種媒體的報導,只是一種有計劃的政經宣傳,用來打貿易戰。與事實有一段很大的差距。而臺灣如果想要藉5G帶回電子硬體產業的商機,可能要多花點時間了解3GPP成員的生態,再重新打這個算盤。

A note regarding car-to-car IoT

The best record for transmission from a 5G radio station to a 5G client is between 1 and 2 milli-seconds. Using cell tower as a relay for communication between cars, the transmission is in spoke-hub-spoke mode. One way takes 3 to 4 milli-seconds, round-trip up to 8 milli-seconds. Most communication protocols require handshaking/heartbeat messages on top of a shared communication medium. That is a lot of round trips back and forth. A dedicated connection for peer-to-peer communication using un-licensed spectrum may be more efficient than 5G. Besides, when crossing cell boundary, a cell-to-cell handover is required. A 5G cell is small, that is, a lot of handover's will happen throughout the span of conversation. Two cars in conversation may be in different cells momentarily. I don't know whether this issue has been addressed. It is a shame that the car industry cannot pull their acts together. It may only take one autonomous driving company to put out an open source implementation and turn into the de-facto spec, then leave the 5G car-to-car communication in the dust.

Saturday, November 24, 2018

自己的責任自己負

英文裏有個說法:You want something done right, do it yourself.

LGBT 同性戀團體現在應該有這個覺醒。要爭取自己的權益,要自己站出來。怎麼站出來?大遊行,記者會是遠遠不夠的。遊行只是大點名。記者會要看媒體的取向。要爭取權益就要組織。要組織就要人,要錢,要時間。
捐錢很難嗎?每個月只要少吃一次肉圓,或是少吃一次鹽酥雞,或是少喝一杯咖啡,或是少一次小型消費,就可以開始每個月固定小額捐款。組織經濟來源或許不充裕,但是絕對不會是主要的因素。主要的因素是同志團體的覺醒。這是權益的訴求,也是政治訴求。如果同志團體不能了解過去的訴求手段,己經被證明是完全失敗。不能改弦易轍,採取更積極的作為,婚姻平權在這一代是不會到來的。

Sunday, May 13, 2018

Fake it till you are caught red-handed

Theranos is one of the great cases for studying Silicon Valley company taking risks. But in this case, it is not a risk-taking in the category of luck, or the category of success vs. failure. It is a case of blatant fraud.

Theranos is a health technology startup company, claimed to have revolutionary blood test technology that used very small amounts of blood. Theranos' CEO, Elizabeth Holmes, founded the company in 2003 at the age of 19. It sounded like a billion-dollar idea, a potential unicorn company. Its technology and approach were disruptive, exactly what Silicon Valley venture capitalists were looking for. By 2011, the company has been founded for more than 7 years and received about $89 million of funding. It was not a short period of time in terms of valley's startup mentality. Located in Silicon Valley, it must have gone through the boom of Web 2.0 in 2006-2007 and the recession caused by subprime mortgage crisis from 2008 to 2009.
Yet things took a turn in 2011. Holmes was introduced to former Secretary of State George Shultz. Shultz subsequently joined Theranos board of directors, and gradually other all-star members from both public and private sectors. Since then a slew of big name investors came on board: $150 million by Walton family (heir of Walmart founders), $120 million by Rupert Murdoch (Fox/News Corp, owner of WSJ), and $100 million by Betsy DeVos (current Secretary of Education Departement). Theranos received total $1.4 billion (USD) worth of investment by end of 2017 and had a peak valuation at $9 billion. But its technology had never came close to fulfill its promise. Through a series of whistleblower and external challenges, the company can fake no more.
This story was not an outlier of Silicon Valley's startup jungle adventures. It was the scale of the late stage investment in this company and all the public figures involved and their influence that made this story extraordinary. At the same time, a non-investor such as myself may probably also shoulder some of the investor's loss through the purchase of daily household items, monthly fee of TV cable service, and nonetheless college student loans.

Monday, March 26, 2018

第一次文化大革命

中國的第一次文化大革命,是漢武帝的罷黜百家,獨尊儒術。

漢武帝即位時,媽媽(王太后)在,阿嬤(竇太皇太后)也在。朝內掌權有影響力的,都是這些外戚。這些人不是與漢武帝看法不同,便是與其他外戚官員互有嫌隙。漢武帝想要有一個方法把整批人換掉,好做自己想做的事。這時就要一個既創造時代潮流,又名正言順的中心思想,來推動人事變更。當時朝中流行的是黃老之術。政策內容多要求「輕徭薄賦、與民休息」。漢武帝於是找來了董仲舒等人上書變法。以孔孟儒學之名,行革命變法之實。把黃老一派的勢力,逐步汰換而出。

為什麼説那個變法是假文化之名,行革命之實?漢宣帝,漢武帝的曾孫,曾經如此訓斥他的太子(後來即位為漢元帝):「漢家自有制度,本以霸王道雜之,奈何純任德教,用周政乎!」而他對一般儒生的印象,更是低劣。「且俗儒不達時宜,好是古非今,使人眩於名實,不知所守,何足委任!」這時距離漢武帝罷黜百家,最少也施行了六、七十年。這是劉家自己在家裏教育下一代,下一個皇帝的話。如果漢武帝的獨尊儒術,是真正的政治文化革新,那他的曾孫,這位律己甚嚴的漢宣帝,對兒子也許就不會説出這樣有逆先祖訓示的話。

Wednesday, October 1, 2014

奈何選賢與能

選賢與能的概念不適用於現代的民主選舉。

賢與能既不是候選人提名的標準,也不是當選後執行付與權責的原始動力。為什麼選民還用選賢與能來作為評薦候選人的第一標準?民主政治的基本假設在於「權力使人腐化,絕對的權力使人絕對的腐化」。選民要傳遞給候選人的信息不應該是期待賢能的想法。賢與能要不是暫時的,不然就是塑造出來的形象。選民有的權力一是讓候選人落選。落選的事實對於候選人事業、心理、及經濟上的壓力,和對政黨組織的震撼,是最有效的溝通。另外一個權力就是抑制公職人員的權責能力,形成當選後競競業業的壓力。

壓力來自於完整的投選機制。如果沒有完整的投選機制,選舉/罷免/創制/複決,人民是沒有真正的權力。沒有權力,卻期盼賢能,那是墮落。這也是一種形式的腐化。