Buying GitHub – A very smart move by Microsoft !


I have been wanting to write this from the time I saw the first tweet on the topic few days ago. Lets just say life got in the way . Also, as always – this is just my personal point of view and not that of my employer.

For what its worth – the visual I had in my mind when I saw this news was of Satya Nadella typing “git init” on a black command line interface πŸ™‚

As with all such news – the first two questions that came up were 1. Is it worth 7.5B dollars? and 2. Why Microsoft ?

$7.5B is a big amount to pay for any company, especially one that only generates $300M or so. So clearly MS was not buying this for revenue – or at least not just for revenue alone.

The most obvious reason is that this is a good way to get 28 million developers attracted toΒ  Azure. It needs to be done with finesse as it will be a disaster if developers feel bad about it and leave in large numbers. Success of a platform is a function of the quality and quantity of developers building stuff on it. Given Satya has pivoted MS to be a cloud company, this is a very smart way to get access to several million developers in one shot.

Software development always was a social activity . When I started as a developer, Clearcase and Visual Sourcesafe were the primary options for repos. And between whiteboard and emails we used to resolve “contentious” issues. Github formalized the “dysfunctional family” nature of development teams to a sustainable method. Passive aggressive nature is now easier to demonstrate via pull requests than ” reply all” email threads πŸ™‚ . I think GitHub also reminds us every day that software development is a journey, not a destination. Nothing ever is finished πŸ™‚ . And special kudos for doing all this without spamming us with ads !

Its not a beginner’s tool kit – I still am afraid to do merges and I have been a developer a long time. But – despite its quirks, without GitHub I doubt software development ( definitely the open source side ) would not have made the kind of progress in the last decade.

Microsoft being a software powerhouse – and especially since they have found religion on open source – I generally think GitHub will only improve in functionality. And maybe even less scary to use for less experienced developers. And MS is very active on GitHub themselves – and most of us useVS Code and Typescript routinely. Their own products have also moved in many cases to opensource from .Net . No one will question the credentials in opensource for Friedman, the new CEO from MS for GitHub either. One of the first things he said was that investment in Atom will continue in parallel with VS Code, and that there won’t be ads in public repos – clearly showing empathy for developers who passionately love their tools.Β  So there is no shortage of authenticity and consequently MS can expect to get some respect from the dev community. I generally don’t expect to see mass defection of developers elsewhere.

There is one more aspect on the acquisition that interest me. MS had recently bought Linkedin. As someone who hires a lot of people every year – especially technical talent – I can’t help but admire the strategy from that perspective. When I hire an engineer, I check their linkedin profile, and I check GitHub to see their code. I can’t wait to see what integration will happen between the two.

Having the functionality of GitHub provides MS with a lot of product possibilities – from the obvious idea of integrating with their existing toolkit, but also perhaps using the same idea of collaborative development to non code scenarios. MS potentially can also give some turbo charge to GitHub Market place. I am very curious and will be watching the space closely.

With all the goodness comes plenty of headaches too. Facebook was cool till the Russia thing came up and questions started getting asked on what FB is actually responsible for. GitHub has 85 million repos. What will a big company like MS be held responsible for what gets developed there ? What about free and competitive software that potentially hurts MS revenue or worse perhaps invade someone’s privacy and security ? What about some country insisting on censoring ? Its a lot of headache if things go wrong – so I hope their business case tells them its net goodness despite the potential for problems.

So all in all – I think this was a very good move by MS.

 

Is the I in AI incremental and dumb ?


First, pls read this important blog from my friend Den Howlett of Diginomica . He raises several important questions and I thought I could share my personal point of view on those topics.

Terminology hell is absolutely real, and is a pain. But it’s not a show stopper

Den makes a valid criticism of loosely used terms like AI, ML, DL etc – and my favorite “transformation”. There is no defense there – people use these terms without knowing what they are talking about . Even today there are religious debates about the difference between reporting, BI and analytics . The question is – does it matter ?

I would suggest that it does matter – but perhaps not to the extent it gets bad press for .

You can’t stop people from using terms loosely . I don’t talk to my clients about “AI strategy” – I tell them what AI can and cannot do in the context of their business . Decision makers who are waiting for terminology to be consistently used before they move – well, the world will move on and they will just idle away to obsolescence . I have no sympathy for such people, assuming they even exist .

While knowing the exact cooking process of your favorite pasta dish , or the transmission design of your favorite car is pretty cool and intellectually satisfying – you don’t need to know any of it to enjoy eating pasta or driving that car . It’s high time we move the conversation to what AI can do, and with what trade offs – and away from how it is done and what is behind the curtains .

What exactly is intelligence ?

Thanks to science fiction and tech commentary (are they so different ?) , a lot of people do in fact think that AI means a computer that thinks and acts like a human being . This is – illogically in my opinion – often extended to if it is not totally human like, then AI is useless . Another version of this is the Pooh Poohing of “it’s not AI – it’s predictive analytics , stats and math” .

While all that makes interesting reading and none of it is actually false – it is also a low value discussion for a business decision maker .

AI – or any tech for that matter – doesn’t need to do everything a human can do for it to be extremely useful for a business.

For example – using visual recognition techniques , you can probably detect poor quality in a production line better than humans can. The machine won’t tire or get bored and once it gets smart – it can pass the smarts to another machine easily . A human cannot do that . On the other hand – a human can see more things and make more inferences based on other inputs like sounds and smells . So would you say the machine is useless or dumb because it can’t do what a human does ?

I often hear my fellow math geeks criticizing ML as “it’s all mostly just curve fitting”. They are not wrong at all – except , they don’t always immediately see the value of an abstract statistics concept being used to save or make money for a business. If the math geeks had a good way of translating concepts to business solutions in the past – instead of AI getting hyped , we would have seen math getting hyped as a topic.

Is it really transformative ?

Transformation – digital or otherwise – is one of the most debated terms. We will hear all kinds of criticism about “but they can’t do what uber does” or “that’s just cost cutting, not transformation” and so on . Again , all valid and there is no one playbook outside the power point and blogger world .

Incumbent large businesses all have baggage . If they can’t cut costs somewhere – they generally can’t invest meaningfully in other areas. That’s the world my clients live in – and consequently that’s the world I live in . But cost cutting is also used sometimes for pure bottom line reasons – which of course the transformation pundits think is uncool . I have no problems with any of this – decisions should be made by people who are in the hot chair , and they are the ones who live with the consequences . It’s a free country and all of us should feel free to air our difference of opinions too . Beyond that – I think it’s a world of diminishing returns to worry about “is this real transformation?”.

Some techniques that are now under the umbrella of AI have also been used for a long time in areas like predictive maintenance with varying levels of success. With advances in math and computer science , as well as cost decreases in hardware – the value add is much more now . But can we claim it as AI success ? One of the most useful features in our digital life is the battery charge indicator on our devices including electric cars. Some of those devices use machine learning to determine how much charge is left – and that logic also falls under the umbrella of AI . Can we call it transformative ?

In my business, we use a Watson based solution to scan through contracts to check for compliance . Previously it needed a senior person to read through every page and now the senior person only needs to read the contracts the system flags for review . It is transformational for me and my colleagues – but will it pass an AI or transformation sniff test for someone who doesn’t have to deal with contracts frequently ?

Is AI any better than a decision tree or a rules engine?

To begin with – AI is not a “cure all” thing.

It will peacefully co-exist with whatever else is out there today and add value to it . Rules engine is a perfectly fine approach – and often the only choice in some situations.

For example – when you swipe your credit card at a merchant , you need a decision in a few seconds . Most payments companies use sophisticated rules engines (some of them implemented as decision trees) to make that decision in near real time . There is nothing wrong with this . But the credit and risk modeling that happens behind the scenes that eventually is the input to rules design is often a machine learning model . So can we call this AI now ?

When we get into debates of “Is AI performing better than rules engine” we should ask the question – what is the right tool for the problem ? For example – if the rules are static for a long time, there is no reason to try to replace it with AI . If the rules need to evolve with time and manually keeping them updated is a problem – AI may be the solution . The reality is – most of the time they will co-exist.

Is ML and DL limited because of training needs ?

Of course it is – and especially so if you are on the bandwagon of anything less than artificial general intelligence is low value .

It’s absolutely true that AI systems based on ML and DL need a lot of training data and human input and time to learn . Machines are nowhere close to human brain in making what are obvious connections .

When my daughter visited the Phoenix zoo for the first time – she recognized animals from the couple of pictures she had seen in story books . A Deep learning system would not have made that connection . The difference is – a DL system can keep learning and practicing and can make sense of subtle changes in images that humans probably won’t catch – like a variation in a medical image. So the use of “limited” in this context, ironically, is limited πŸ™‚

Is there value in AI in the world or ERP ?

The four examples provided by Sven in that blog are good and practical . But perhaps they don’t come across as sexy AI use cases on first glance for people who don’t use such systems every day . Ironically – it’s the non-frequent users of enterprise systems that often find the most value in AI . Learning how to navigate a purchase order screen in SAP is a complex task . Someone who wants to place an order twice an year should not have to go through that pain – a conversational interface is awesome for them , as is a natural language search for example . Ask any of those users if this is incremental value or transformational . My bet is that they will respond it’s transformational . We can of course argue that it is not because of AI and it’s because ERP set the bar low originally πŸ™‚

SAP spent a lot of time on getting database and UI right and are a little late into AI . But they are a large company with great business knowledge and tech competence . I fully expect a lot of AI driven functionality across their suite to come up in near future .

What about ethics ?

If there is one area of AI that constantly gives me grief – it is the topic of ethics . I have written and spoken a lot on this topic (and will continue to do so) and I don’t think we have done enough to address this .

So what’s the net net

1. People who don’t take the time to understand the basics of the topic say irresponsible things . They deserve to be called out and criticized in public by sharp observers like Dennis

2. The terminology hell is real. But it is not as big a deal as it is made out to be . And we can help keep it minimized by not feeding it

3. Business world should shift thinking to applied AI and not get worked up about when AGI will come . There are plenty of deep specialists who will take care of research and so on and we should support them

4. Techniques that get bundled under the umbrella term of AI are mostly solid and have been around for a while . Advances in math, science etc have made it more realistic to use them in day to day business . We should worry about whether we can apply those techniques to better our business and stop debating whether it’s attributed to AI or not

5. AI has plenty of limitations and is way too narrow to make comparisons to human brain . But in those narrow fields it often can be more efficient than humans .

6. If we should focus on one area to debate and raise awareness, I propose we do it on the topic of ethics/laws/privacy . That’s where all the goodness can erode very fast

Why I support Red For Ed


Public School teachers in Arizona are on strike today and tomorrow and my daughter has to stay home . This obviously creates some challenges for my wife and me . I am not a fan of my kiddo missing classes – but I readily support this strike !

To get the gravity of the issue – and how long this issue has been left unresolved , look at the picture below that I got from my twitter feed today

First and foremost – the person who has influenced me the most in my life is my late paternal grandfather , who was a history professor . He and many other teachers gave me a launchpad , and I will be forever grateful for that . I want my daughter and other kids to get a similar high quality education .

In 2004, we bought a house in South Phoenix . In 2005 we had our daughter and we quickly realized the local schools were not going to give her an ideal start in life . We moved to Chandler and have been there for the last 13 years . We love the school and support the school and it’s teachers any way we can . And we are one of several families who appreciate and hence contribute to the school system in various ways , financial and otherwise .

Unfortunately our school and a few others are the exception to the rule . Arizona is pretty much bottom of the list nationwide on quality of education . Not surprisingly, the teacher pay for our teachers is not anywhere close to the national median either .

These teachers deserve a lot more . They are not just underpaid – they are quite overworked too . For the type of pay they get – we won’t get the teaching talent to make a difference. That affects my daughter and kids like her . That is not going to prepare these kids for a bright future and it’s short changing the future of our wonderful state .

Teacher pay is not the only issue to tackle here – the school buildings are crumbling , and text books and computers need refreshes .

Legislators and the administration have chocked the public school system for a long time . Educators – and students – have suffered the injustice for too long . The walkout is not a knee jerk reaction . It’s the result of long term neglect .

These teachers have families too and bills to pay . If the government doesn’t show the required compassion, between the pressure from parents and their need to pay bills – they may return to teach against their will and principles . I hope that is not how this ends.

I am absolutely disappointed by some of the commentary I saw online this morning calling for the striking teachers to be fired , accusing that they are looking to be paid like doctors , that public schools should be shut down for good and so on . This is a state that has a business friendly tax structure with plenty of tax cuts . It should be balanced by doing what’s right for the school system .

By all means if the teachers don’t have the right background and skills , let’s address that . I am all for higher quality of teachers – but then let’s treat them fairly . And let’s proactively do this without forcing strikes and loss of school days .

Parents like my wife and I – this is a major difficulty when you have to disrupt work to make arrangements for day care etc , and often at unaffordable costs . It’s natural for parents to feel angry and frustrated – especially since many of us help teachers with volunteer hours , supplies and so on . All I request of them is to show that same support for a bit longer to let the teachers get a fair deal , and direct your anger and frustration at the government we elected . Call your legislators, the administration and anyone else who can help, and voice your support .

I will finish with a question to the teachers – did you think through all this while you voted for your favorite legislators last time ? If you did not – it might be good to introspect and act accordingly next time .