HS2 is world class stupidity

£106Bn is the new estimated cost of HS2, with a new delivery date of 2040

https://www.theguardian.com/uk-news/2020/jan/20/hs2-costs-government-review-west-midlands-manchester-leeds

We hear figures in the billions all the time, and I guess politicians especially lose their sense of what they really mean. A few billion here, another few billion there, so £106Bn just sounds like a decent sized public infrastructure project, equivalent to a few power stations, what’s the big deal? Let’s do some simple sums to find out and get some perspective.

The money has to come from tax and regardless of the diverse routes it takes, people ultimately pay all that tax. There are 66.5 million people in the UK, so that’s only £1600 each. Most of those people will never or hardly ever use HS2.

However, according to the Office of National Statistics, HMRC, only 31.2 million of those people pay income tax, so they contribute an average £3400 each. But actually the top 50% of those, 15.6 million people, pay 90% of the tax, so that means HS2 will effectively cost them £95.4Bn, a whopping £6115 each. I could go more sums but you get the point.

It’s a fair bet that the half of UK taxpayers paying over £6000 each for HS2 could write a long list of things they’d rather have than the option to buy an expensive rail ticket that might save some people, but probably not them, 20 minutes on a journey to London, but for most people might actually take them longer if they have first to get a slow train to one of the privileged HS2 stations.

6000 quid, each, 12k for a professional couple. For a slightly faster train? Remember, the original spec was for very fast trains, but they had to wind the speed down because it was discovered that trains might sometimes derail due to lethal combinations of aerodynamics and subsidence, so the realistic spec is about 150mph, compared to 125mph for a normal intercity.

This is the economics of the madhouse.

Trains are 19th and 20th century technology. 21st century technology allows driverless pod systems that would be far cheaper, far more versatile, far more socially inclusive, and far faster end to end. Pods could carry people or freight. Pod systems could start off mixing with conventional trains by grouping to make virtual trains. As antique old stock is gradually upgraded, along with stations, we would end up with a totally pod-based transport system. Pods could just as easily run on roads as on rails. The rails could be ripped up and recycled, railways tarmacked over, and public transport could seamlessly run on roads or the old railways. With potential occupancy of up to 95%, compared to the 0.4% typical of conventional rail, the old railways could carry 237 times more traffic! That wouldn’t eliminate congestion – there would still be some choke points – but it would make one hell of a dent in it. It would be faster because someone could have a pod pick them up at their home or office, maybe swap onto a shared one at a local node, and then go all the way to their destination at a good speed, with hardly any delays en-route, now waiting for the next scheduled train or having to make pointless journeys to get to a mainline station. They could simply go straight to where they want, and save much more time than HS2 would ever have saved.

Pod systems could serve the whole country, not just the lucky few living near the right stations. Fixing ‘the North-South divide’ still favours pod systems, not HS2. Everyone benefits from pods, hardly anyone benefits from HS2. Everyone saves money with pods, everyone is worse off with HS2. Why is the idea still flying?

The problem we have is that too few of our politicians or senior civil servants have any real understanding of technology and its potential. They are blinded by seeing figures in billions sever day, so have lost their understanding of just how much £100Bn is. They are terrified of pressure groups and always eager to be seen to be doing something, however stupid that something might be if they examined it.

HS2 is a stupid idea, world-class stupidity. It is 20th century technology, an old idea long past its use-by date. It locks in all the huge disadvantages and costs of old-style rail for several more decades We should leapfrog over it and go instead for a 21st century solution – cheap driverless pods. We’d save a fortune and have a far superior result.

 

 

The future of the car industry

I’ve blogged and lectured many times now on the future of cars, public transport, trains, and I’ve retained my view that private cars and public transport (taxis, buses and trains, apart from very high density systems like London’s Underground) will eventually be replaced by fleets of driverless pods or self-driving cars (most probably the pods in city areas and some self-driving cars for non-urban areas). It can’t happen overnight of course, and there are various routes to getting there, but now that we know Tesla is setting up a big factory in Germany, the fog has lifted a little on the near and mid-term future.

Tesla will make electric cars. They have always been the future, but efforts and laws to reduce CO2 emissions are significantly expediting the trend. For the purposes of analyzing the future of the industry, there are really three distinct parts to consider. Electric vehicles can be considered to be a chassis, that can be adapted and re-used across a wide range of vehicles, a cabin, with its more individual appeals and decor, physical comforts and luxuries, and all the electronics, intelligence, sensors, displays, comms, entertainment.

With expertise in all camps, Tesla can flourish, but its much greater global expertise in the battery industry puts it in pole position to make a few standard electric chassis models that can be marketed to other manufacturers. The existence of those standard chassis allows new small manufacturers to spring up to offer a wide range of vehicles customized for every niche. These manufacturers don’t need the range of expertise of the conventional car industry, with many decades of expertise making relatively dumb vehicles with combustion engines. They will only have to learn the skills of making the comfortable cabins to sit on those chassis. (Don’t you hate that word too, with no proper plural!)

The car industry is therefore finding that much of the value of its historic core skills is quickly evaporating while having to compete on fairly equal terms in a new market using new technology with new manufacturers.

An electric chassis can include the motors to drive each wheel, and could also be easily adapted if and when new energy delivery systems using inductive pickups from the road surface move into the market (already successfully demonstrated in buses), and if and when lithium batteries are substituted by super-capacitors. So companies like Tesla can carry on making their own high-spec electric cars/vans/lorries but also flourish in a parallel market selling chassis with built-in drives to other companies who just need to put a decent cabin on top. It’s good strategy to see competitors as a potential market. Co-opetition works too.

This could be devastating to most of the big car manufacturers. Where will their market differential lie? Basic everyday markets could use the standardized chassis. How could they differentiate a high performance car when Tesla already offer ones that go 0-60 in under 3 seconds? The various electronics and AI systems will not compete only with Tesla but with all the big IT companies who also see roles in these markets: Apple, Sony, Google already but likely Samsung, LG, Microsoft and Amazon following soon.

It is possible that some existing car manufacturers will adapt just fine. They’ve known for many years that this future was coming and those with good strategies will cope. It is very likely though that some won’t cope and that very many jobs will be lost from the existing vehicle manufacturing industry, already bleeding jobs thanks to automation. It’s certainly not an industry I’d want to invest in for a decade or so until the weaker players have been removed from the field.

The main uncertainty that remains is whether the new industry goes the self-driving vehicle route, with lots of expensive sensors and IT in every vehicle, or the dumb pod/smart infrastructure route, with cheap cabins and simple chassis powered and navigated by the infrastructure. The latter could be much cheaper in urban areas, while the former would be better outside towns. My guess is that in the far future, we’ll have both, with self-driving vehicles outside urban areas, and pod systems inside urban areas (self-driving vehicles can easily be made downwards compatible so that they can behave like pods when in town).

Apocalypse Tomorrow

This post was co-authored with Bronwyn Williams (details below)

I recently watched a documentary about the 1978 Jonestown Massacre, where 918 Peoples Temple followers died, many of them children, killed by their own parents. Before it even started, my own memories of it in the news made me realize that the current global socio-political climate makes such an ‘unthinkable’ event likely to happen again, possibly on a much bigger scale, perhaps even in several places at once.

The biggest factor by far is the global replacement of religion (mostly Christianity) by secular religion substitutes. These secular substitutes for the meaning, direction and purpose formerly provided by religion take many forms, from a revived interest in paganism, witchcraft, and general “no name brand” spiritualism and mysticism, through to a new almost religious fervor for political causes. Now, while finding solace for the horror of the human condition in crystals or astrology is relatively benign (unless you are getting into debt betting your children’s school fees on the stocks recommended in your daily horoscope app, for example); mass movements driven by tribes of True Believers, are far more concerning.

New converts to any mass movement – religious or secular – are invariably among the most passionate believers, so we now have a massive and global pool of people newly susceptible to the same forces that enabled Jim Jones to do what he did. Every day on social media we witness first hand that enthusiasm, driving the secular equivalent of the Spanish Inquisition and targeting anyone and everyone not devoutly following every detail of their new faith. Jones strongly policed his followers and strictly punished any rule breaking or heresy. That same practice is greatly amplified in social media, to billions of people instead of the thousand followers Jones had influence on.

I’ve written many times about the strong similarities between religion and belief in catastrophic climate change, environmentalism, woke doctrine, veganism, New Ageism, and others. All these triggers tap in to the same anchors in human nature, first of which makes people want to believe they are ‘good people’ on the right side of history; the second of which is tribalism, the basic human instinct of wanting to belong to a group of like-thinking people, while clearly marking the boundaries between ‘us’ and ‘them’. At the same time, as people are forced to decide which side to stand on, the gulf between the “us” and ‘them’ is always widening, amplifying both the fear of – and the real consequences of – being cut out of the circle of trust of their chosen tribe, just as Jim Jones did.

Importantly, the scientific truth and proven facts behind these causes are less important than how the causes make the new true believers feel; particularly when it comes to signalling the moral superiority of the in group compared to the infidel, unconverted out-group.  As Eric Hoffer wrote in The True Believer, for the adherents of most mass movements, “The effectiveness of a doctrine should not be judged by its profundity, sublimity or the validity of the truths it embodies, but by how thoroughly it insulates the individual from his self and the world as it is.”.

Now, these tribal drivers are immensely strong forces, the likes of which have underpinned crusades and wars since the days of ancient civilizations. Now that far fewer people believe in formal religions, many of those who previously would have been enthusiastic believers have turned instead to these secular substitutes that push the same psychological buttons. Another documentary this week on veganism shows exactly the same forces at play being harnessed as in religion – secular equivalent to sin, shaming sinners, fear of rejection, tribalism, and especially demonstrating the impact of a charismatic ‘priest’. Jones was highly charismatic, and a master at using these forces. Compare the influence today that a single person can have in pushing a particular agenda in the name of social justice or climate change action.

Fear was a very powerful weapon used constantly by Jones, and today’s climate catastrophists do all they can to ensure as many other people share their fear as possible. It seems that every negative news item is somehow tied to ‘climate change’. If the climate isn’t enough, rising seas, ocean acidification, plastic pollution are all linked in to enhance the total fear, exaggerating wildly while a scared media lets them get away with it. Millions of people now pressurize governments and social media, screaming and shrieking “DO SOMETHING, NOW!!!!!”. Jones enhanced fear by talking frequently about death, even using mock suicides to amplify the general climate of fear. Now, witness the frequent death cult demonstrations of animal rights protesters and climate change catastrophists. Extinction rebellion excel in this area, with their blood-red meta-religious uniforms. It is impossible not to see parallels with Jones’ cult followers.

Jones was also adept in creating fake news. He used fake healings and even a fake resurrection to amplify faith and ensure his reign as leader. Fake news in today’s work is virtually indistinguishable from reality, and worse still many people don’t care, as long as it backs up what they already believe.

Another strong parallel is socialism. Jones gift-wrapped his cult in socialism Utopianism. Most people won’t join a movement just from fear alone, there needs to be a strong attractor to get them to join up, and fear can keep them there afterwards. Today we see a new enthusiasm among young people (a gospel enthusiastically spread to young minds via their state school teachers) for socialism. Via skillful use of Orwell’s doublespeak, with activists redefining words over a decade or more, they are presented with all the wonderful Utopian claims of ‘fairness’, ‘equality’, ‘love’, ‘tolerance’ and so on, while non-believers are listed as ‘evil’, ‘deplorable’, ‘fascists’, and ‘deniers’. Even the USA is seeing strong enthusiasm for socialism and even communism, something that would have been impossible to imagine just 25 years ago.

Socialism, environmental catastrophism and religious fervor make a powerful trio. Promised salvation, status and utopia if you follow, doom and catastrophic punishment such as social ostracizing and career destruction on the light end, and complete civilizational and environmental collapse if you don’t.

Other forces still add to this. Generations raised on social media and social credit scores (both official and unofficial) are rewarded (in status and income) for narcissism and self-censorship and reversion to the group mean. This, of course, further reinforces echo-chamber group-think and a sincere, yet unfounded superiority complex, creating a tribal inter-generational hostility to older people that prevents them from accepting accumulated wisdom. They happily absorb emotional fake news and distortion as long as it massages their need for affirmation. Likes outweigh facts any day. Indeed, even holding a PhD is no longer an effective immunization against collective delusion, in a world where social scientists are punished with their careers for publishing results of scientific studies that falsify popular politically correct consensus opinions (As Eric Hoffer said, “There is an illiterate air about the most literate true believer.”)

Self-hate is another powerful trend; the dishonor of being born Western (or even more damningly, male) has strong Biblical parallels to man being born into sin; and the need to recognize, confess and atone for the sins of one’s birth and forefathers.

So where does this take us?

Jones was highly charismatic. He was a natural master of using strong emotional forces built into human nature. History has many examples of equally charismatic leaders (from Obama to Oprah), who used their charm and power for good. (Unfortunately, history also provides us with myriad of converse examples, from Hitler and Stalin to Jones). It likely that we will now see new leaders emerge to galvanize today’s new tribes of true believers. Whether the new leaders exploit the passion of the masses for good or ill; or march them to the Promised Land or into a catastrophic Great Leap forward into famine, disaster and mass death, only time will tell.

Already, we have heard many activists talk about how we need to greatly reduce human population. As an example, just days ago, The Guardian published this article. The radical vegan anti-natalist movement, advocating for the extinction of the human race as the only way to save planet Earth is growing in popularity around the (mostly Western) self-hating world. Some activists have even suggested mass-killing climate change deniers.

Similarly, controversially, there is a related emerging enthusiasm for abortion. Far beyond a woman’s right to choice and autonomy over her own body, the new celebration of abortion – not as a woman’s right, but as something actively encouraged and applauded by extreme environmentalists- marks a distinct turning point in society’s values towards human life in general.  Would-have-been parents claim they are so sure about climate doom that they can’t bear to bring a child into this world; similarly, young men are getting vasectomies as a sign of commitment to their cause (not unlike religious circumcision). It’s voluntary sterilization as virtue signalling, as a political message, sacrificing a child to make a point.  Abortion rates may well start to rise again after a long steady decline as Climatism makes its mark.

(Indeed, the anti-fertility campaigns of Western aid and health workers in low income African and Asian countries is symptomatic of how human life is increasingly perceived as a form of pestilence, to be minimized, if not eradicated (by its own kind if necessary); rather than something intrinsically valuable.)

Following along these lines, we can see echoes of Jonestown. At the end, Jones made sure that adults gave poison to their kids first before taking it themselves. He knew that if parents had deliberately killed their kids, they would be much more likely to kill themselves.

Imagine therefore that a new charismatic leader were to spring up, adept at social media and in manipulating language, emotions, and people. Imagine that they were to gain a large following across the English-speaking world. That they advocate reducing human population, targeting heretic ‘climate change deniers’, reducing carbon footprint via vegetarianism, veganism, giving reparations to developing countries for climate damage, supporting no-borders to allow anyone to immigrate as a ‘climate refugee’, encouraging abortion to reduce birth rate. Such a package would find a very large audience who demonstrably want to feel holy, that they are good while others are evil. A charismatic leader could thereby create a strong tribe. Using abundant funding from the membership, they might well build socialist Utopian towns. Maybe in a jungle like Jones, but just as likely out in the wilds in Canada, the USA, or Australia, a Scottish island, or all of these. Perhaps they could have hundreds of thousands of people join, with millions more online ‘associates’. Millions compared to Jonestown’s thousand.

And then perhaps, in the end, to force the rest of humanity to listen by means of a coordinated mass suicide, to go down in history as martyrs to the environment, saviors of the Earth.

Is an anti-civilizational suicide pact inevitable? No, not at all.

But imaginable, feasible, perhaps even likely? In my opinion, yes it is. And it could well happen in the next few years, while this perfect storm of forces is peaking.

About Bronwyn Williams

Bronwyn Williams is a futurist, economist and trend analyst, who consults to business and government leaders on how to understand the world we live in today and change the world’s trajectory for tomorrow. She is also a regular media commentator on African socio-economic affairs. For more, visit http://whatthefuturenow.com