Cleantech has an enshittification problem

A firebombed cityscape under a smoky red sky. In the foreground is a gigantic brick, most of the length of a city block, with a set of solar panels atop it.  Image: 臺灣古寫真上色 (modified) https://commons.wikimedia.org/wiki/File:Raid_on_Kagi_City_1945.jpg  Grendelkhan (modified) https://commons.wikimedia.org/wiki/File:Ground_mounted_solar_panels.gk.jpg  CC BY-SA 4.0 https://creativecommons.org/licenses/by-sa/4.0/deed.enALT

On July 14, I’m giving the closing keynote for the fifteenth HACKERS ON PLANET EARTH, in QUEENS, NY. Happy Bastille Day! On July 20, I’m appearing in CHICAGO at Exile in Bookville.

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EVs won’t save the planet. Ultimately, the material bill for billions of individual vehicles and the unavoidable geometry of more cars-more traffic-more roads-greater distances-more cars dictate that the future of our cities and planet requires public transit – lots of it.

But no matter how much public transit we install, there’s always going to be some personal vehicles on the road, and not just bikes, ebikes and scooters. Between deliveries, accessibility, and stubbornly low-density regions, there’s going to be a lot of cars, vans and trucks on the road for the foreseeable future, and these should be electric.

Beyond that irreducible minimum of personal vehicles, there’s the fact that individuals can’t install their own public transit system; in places that lack the political will or means to create working transit, EVs are a way for people to significantly reduce their personal emissions.

In policy circles, EV adoption is treated as a logistical and financial issue, so governments have focused on making EVs affordable and increasing the density of charging stations. As an EV owner, I can affirm that affordability and logistics were important concerns when we were shopping for a car.

But there’s a third EV problem that is almost entirely off policy radar: enshittification.

An EV is a rolling computer in a fancy case with a squishy person inside of it. While this can sound scary, there are lots of cool implications for this. For example, your EV could download your local power company’s tariff schedule and preferentially charge itself when the rates are lowest; they could also coordinate with the utility to reduce charging when loads are peaking. You can start them with your phone. Your repair technician can run extensive remote diagnostics on them and help you solve many problems from the road. New features can be delivered over the air.

That’s just for starters, but there’s so much more in the future. After all, the signal virtue of a digital computer is its flexibility. The only computer we know how to make is the Turing complete, universal, Von Neumann machine, which can run every valid program. If a feature is computationally tractable – from automated parallel parking to advanced collision prevention – it can run on a car.

The problem is that this digital flexibility presents a moral hazard to EV manufacturers. EVs are designed to make any kind of unauthorized, owner-selected modification into an IP rights violation (“IP” in this case is “any law that lets me control the conduct of my customers or competitors”):

https://locusmag.com/2020/09/cory-doctorow-ip/

EVs are also designed so that the manufacturer can unilaterally exert control over them or alter their operation. EVs – even more than conventional vehicles – are designed to be remotely killswitched in order to help manufacturers and dealers pressure people into paying their car notes on time:

https://pluralistic.net/2023/07/24/rent-to-pwn/#kitt-is-a-demon

Manufacturers can reach into your car and change how much of your battery you can access:

https://pluralistic.net/2023/07/28/edison-not-tesla/#demon-haunted-world

They can lock your car and have it send its location to a repo man, then greet him by blinking its lights, honking its horn, and pulling out of its parking space:

https://tiremeetsroad.com/2021/03/18/tesla-allegedly-remotely-unlocks-model-3-owners-car-uses-smart-summon-to-help-repo-agent/

And of course, they can detect when you’ve asked independent mechanic to service your car and then punish you by degrading its functionality:

https://www.repairerdrivennews.com/2024/06/26/two-of-eight-claims-in-tesla-anti-trust-lawsuit-will-move-forward/

This is “twiddling” – unilaterally and irreversibly altering the functionality of a product or service, secure in the knowledge that IP law will prevent anyone from twiddling back by restoring the gadget to a preferred configuration:

https://pluralistic.net/2023/02/19/twiddler/

The thing is, for an EV, twiddling is the best case scenario. As bad as it is for the company that made your EV to change how it works whenever they feel like picking your pocket, that’s infinitely preferable to the manufacturer going bankrupt and bricking your car.

That’s what just happened to owners of Fisker EVs, cars that cost $40-70k. Cars are long-term purchases. An EV should last 12-20 years, or even longer if you pay to swap the battery pack. Fisker was founded in 2016 and shipped its first Ocean SUV in 2023. The company is now bankrupt:

https://insideevs.com/news/723669/fisker-inc-bankruptcy-chapter-11-official/

Fisker called its vehicles “software-based cars” and they weren’t kidding. Without continuous software updates and server access, those Fisker Ocean SUVs are turning into bricks. What’s more, the company designed the car from the ground up to make any kind of independent service and support into a felony, by wrapping the whole thing in overlapping layers of IP. That means that no one can step in with a module that jailbreaks the Fisker and drops in an alternative firmware that will keep the fleet rolling.

This is the third EV risk – not just finance, not just charger infrastructure, but the possibility that any whizzy, cool new EV company will go bust and brick your $70k cleantech investment, irreversibly transforming your car into 5,500 lb worth of e-waste.

This confers a huge advantage onto the big automakers like VW, Kia, Ford, etc. Tesla gets a pass, too, because it achieved critical mass before people started to wise up to the risk of twiddling and bricking. If you’re making a serious investment in a product you expect to use for 20 years, are you really gonna buy it from a two-year old startup with six months’ capital in the bank?

The incumbency advantage here means that the big automakers won’t have any reason to sink a lot of money into R&D, because they won’t have to worry about hungry startups with cool new ideas eating their lunches. They can maintain the cozy cartel that has seen cars stagnate for decades, with the majority of “innovation” taking the form of shitty, extractive and ill-starred ideas like touchscreen controls and an accelerator pedal that you have to rent by the month:

https://www.theverge.com/2022/11/23/23474969/mercedes-car-subscription-faster-acceleration-feature-price

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How to design a tech regulation

A giant set of balance scales. One scale's platform bears a US flag motif, and atop it stands a mustachioed guerrilla fighter with an impressive hat, bandoleers, and a rifle. On the other scale is an EU flag, atop which stands a muscle-bound male figure standing at rigid attention. Behind them is a 'code waterfall' as seen in the credit sequences of the Wachowskis' 'Matrix' movies. Looming over the scene is an impatient-looking man in a grey suit; in one hand he holds a sheaf of papers; he is staring intently at his watch.   Image: Noah Wulf (modified) https://commons.m.wikimedia.org/wiki/File:Thunderbirds_at_Attention_Next_to_Thunderbird_1_-_Aviation_Nation_2019.jpg  CC BY-SA 4.0 https://creativecommons.org/licenses/by-sa/4.0/deed.enALT

TONIGHT (June 20) I’m live onstage in LOS ANGELES for a recording of the GO FACT YOURSELF podcast. TOMORROW (June 21) I’m doing an ONLINE READING for the LOCUS AWARDS at 16hPT. On SATURDAY (June 22) I’ll be in OAKLAND, CA for a panel (13hPT) and a keynote (18hPT) at the LOCUS AWARDS.

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It’s not your imagination: tech really is underregulated. There are plenty of avoidable harms that tech visits upon the world, and while some of these harms are mere negligence, others are self-serving, creating shareholder value and widespread public destruction.

Making good tech policy is hard, but not because “tech moves too fast for regulation to keep up with,” nor because “lawmakers are clueless about tech.” There are plenty of fast-moving areas that lawmakers manage to stay abreast of (think of the rapid, global adoption of masking and social distancing rules in mid-2020). Likewise we generally manage to make good policy in areas that require highly specific technical knowledge (that’s why it’s noteworthy and awful when, say, people sicken from badly treated tapwater, even though water safety, toxicology and microbiology are highly technical areas outside the background of most elected officials).

That doesn’t mean that technical rigor is irrelevant to making good policy. Well-run “expert agencies” include skilled practitioners on their payrolls – think here of large technical staff at the FTC, or the UK Competition and Markets Authority’s best-in-the-world Digital Markets Unit:

https://pluralistic.net/2022/12/13/kitbashed/#app-store-tax

The job of government experts isn’t just to research the correct answers. Even more important is experts’ role in evaluating conflicting claims from interested parties. When administrative agencies make new rules, they have to collect public comments and counter-comments. The best agencies also hold hearings, and the very best go on “listening tours” where they invite the broad public to weigh in (the FTC has done an awful lot of these during Lina Khan’s tenure, to its benefit, and it shows):

https://www.ftc.gov/news-events/events/2022/04/ftc-justice-department-listening-forum-firsthand-effects-mergers-acquisitions-health-care

But when an industry dwindles to a handful of companies, the resulting cartel finds it easy to converge on a single talking point and to maintain strict message discipline. This means that the evidentiary record is starved for disconfirming evidence that would give the agencies contrasting perspectives and context for making good policy.

Tech industry shills have a favorite tactic: whenever there’s any proposal that would erode the industry’s profits, self-serving experts shout that the rule is technically impossible and deride the proposer as “clueless.”

This tactic works so well because the proposers sometimes are clueless. Take Europe’s on-again/off-again “chat control” proposal to mandate spyware on every digital device that will screen everything you upload for child sex abuse material (CSAM, better known as “child pornography”). This proposal is profoundly dangerous, as it will weaken end-to-end encryption, the key to all secure and private digital communication:

https://www.theguardian.com/technology/article/2024/jun/18/encryption-is-deeply-threatening-to-power-meredith-whittaker-of-messaging-app-signal

It’s also an impossible-to-administer mess that incorrectly assumes that killing working encryption in the two mobile app stores run by the mobile duopoly will actually prevent bad actors from accessing private tools:

https://memex.craphound.com/2018/09/04/oh-for-fucks-sake-not-this-fucking-bullshit-again-cryptography-edition/

When technologists correctly point out the lack of rigor and catastrophic spillover effects from this kind of crackpot proposal, lawmakers stick their fingers in their ears and shout “NERD HARDER!”

https://memex.craphound.com/2018/01/12/nerd-harder-fbi-director-reiterates-faith-based-belief-in-working-crypto-that-he-can-break/

But this is only half the story. The other half is what happens when tech industry shills want to kill good policy proposals, which is the exact same thing that advocates say about bad ones. When lawmakers demand that tech companies respect our privacy rights – for example, by splitting social media or search off from commercial surveillance, the same people shout that this, too, is technologically impossible.

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It’s been twenty years since my Microsoft DRM talk

A photo of me from the summer of 2020, taken by Paula Mariel Salischiker for Rolling Stone Argentina. I'm sitting in a red leather armchair, talking with one hand held out. I'm wearing a Pirate Bay tee. The background has been replaced with the destop wallpaper that shipped with Windows XP. Over my left shoulder is a Microsoft Clippy with a yellow speech-bubble. In the bubble is EFF's DRM logo, a monstrous padlock and the letters 'DRM.'ALT

On THURSDAY (June 20) I’m live onstage in LOS ANGELES for a recording of the GO FACT YOURSELF podcast. On FRIDAY (June 21) I’m doing an ONLINE READING for the LOCUS AWARDS at 16hPT. On SATURDAY (June 22) I’ll be in OAKLAND, CA for a panel and a keynote at the LOCUS AWARDS.

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This week on my podcast,This week on my podcast, I read my June 17, 2004 Microsoft Research speech about DRM, a talk that went viral two decades ago, and reassess its legacy:

https://craphound.com/msftdrm.txt

It’s been 20 years (and one day) since I gave that talk. It wasn’t my first talk like that, but at the time, it was the most successful talk I’d ever given. I was still learning how to deliver a talk at the time, tinkering with different prose and delivery styles (to my eye, there’s a lot of Bruce Sterling in that one, something that’s still true today).

I learned to give talks by attending sf conventions and watching keynotes and panel presentations and taking mental notes. I was especially impressed with the oratory style of Harlan Ellison, whom I heard speak on numerous occasions, and by Judith Merril, who was a wonderful mentor to me and many other writers:

https://locusmag.com/2021/09/cory-doctorow-breaking-in/

I was also influenced by the speakers I’d heard at the many political rallies I’d attended and helped organize; from the speakers at the annual Labour Day parade to the anti-nuclear proliferation and pro-abortion rights marches I was very involved with. I also have vivid memories of the speeches that Helen Caldicott gave in Toronto when I was growing up, where I volunteered as an usher:

https://www.helencaldicott.com/

When I helped found a dotcom startup in the late 1990s, my partners and I decided that I’d do the onstage talking; we paid for a couple hours of speaker training from an expensive consultant in San Francisco. The only thing I remember from that session was the advice to look into the audience as much as possible, rather than reading from notes with my head down. Good advice, but kinda obvious.

The impetus for that training was my onstage presentation at the first O'Reilly P2P conference in 2001. I don’t quite remember what I said there, but I remember that it made an impression on Tim O'Reilly, which meant a lot to me then (and now):

https://www.oreilly.com/pub/pr/844

I don’t remember who invited me to give the talk at Microsoft Research that day, but I think it was probably Marc Smith, who was researching social media at the time by data-mining Usenet archives to understand social graphs. I think I timed the gig so that I could kill three birds with one stone: in addition to that talk, I attended (and maybe spoke at?) that year’s Computers, Freedom and Privacy conference, and attended an early preview of the soon-to-launch Sci Fi Museum (now the Museum of Pop Culture). I got to meet Nichelle Nichols (and promptly embarrassed myself by getting tongue-tied and telling her how much I loved the vocals she did on her recording of the Star Wars theme, something I’m still hot around the ears over, though she was a pro and gently corrected me, “I think you mean Star *Trek”):

https://music.youtube.com/watch?v=4IiJUQSsxNw&list=OLAK5uy_lHUn58fbpceC3PrK2Xu9smBNBjR_-mAHQ

But the start of that trip was the talk at Microsoft Research; I’d been on the Microsoft campus before. That startup I did? Microsoft tried to buy us, which prompted our asshole VCs to cram the founders and steal our equity, which created so much acrimony that the Microsoft deal fell through. I was pretty bitter at the time, but in retrospect, I really dodged a bullet – for one thing, the deal involved my going to work for Microsoft as a DRM evangelist. I mean, talk about the road not taken!

This was my first time back at Microsoft as an EFF employee. There was some pre-show meet-and-greet-type stuff, and then I was shown into a packed conference room where I gave my talk and had a lively (and generally friendly) Q&A. MSR was – and is – the woolier side of Microsoft, where all kinds of interesting people did all kinds of great research.

Indeed, almost every Microsoft employee I’ve ever met was a good and talented person doing the best work they could. The fact that Microsoft produces such a consistent stream of garbage products and crooked business practices is an important testament to the way that a rotten organization can be so much less than the sum of its parts.

I’m a fully paid up subscriber to Ronald Coase’s “Theory of the Firm” (not so much his other views):

https://en.wikipedia.org/wiki/Theory_of_the_firm

Coase says the reason institutions exist is to enable people to work together with lowered “coordination costs.” In other words, if you and I are going to knit a sweater together, we’re going to need to figure out how to make sure that we’re not both making the left sleeve. Creating an institution – the Mafia, the Catholic Church, Microsoft, a company, a co-op, a committee that puts on a regional science fiction con – is all about minimizing those costs.

As Yochai Benkler pointed out in 2002, the coolest and most transformative thing about the internet is that it let us do more complex collective work with smaller and less structured institutions:

https://www.benkler.org/CoasesPenguin.PDF

That was the initial prompt for my novel Walkaway, which asked, “What if we could build luxury hotels and even space programs with the kind of (relatively) lightweight institutional overheads associated with Wikipedia and the Linux kernel?”

https://crookedtimber.org/2017/05/10/coases-spectre/

So the structure of institutions is really important. At the same time, I’m skeptical of the idea that there are “good companies” and “bad companies.” Small businesses, family businesses, and other firms that aren’t exposed to the finance sector can reflect their leaders’ personalities, but it’s a huge mistake to ascribe personalities to the companies themselves.

That’s how you get foolish ideas like “Apple is a good company because they embrace paid service and Google is a bad company because they make money from surveillance.” Apple will spy on you, too, if they can:

https://pluralistic.net/2022/11/14/luxury-surveillance/#liar-liar

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They brick you because they can

The interior of a luxury sedan as seen from the driver's PoV, with the driver's hands on the wheel. Mounted to the vent is a Spotify 'Car Thing' - a $90 tablet designed to stream Spotify music. The image has been altered. The sky behind the driver's windscreen is animated TV static. The album thumbnail on the Car Thing UI has been replaced with a 'code waterfall' effect as seen in the credit sequences of the Wachowskis' 'Matrix' movies. A skeletal robed figure, clutching a sheaf of documents headed with the Spotify logo, reaches out a bony finger to prod at the Car Thing from the left side of the image.ALT

For the rest of May, my bestselling solarpunk utopian novel THE LOST CAUSE (2023) is available as a $2.99, DRM-free ebook!

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In “The Scorpion and the Frog,” a trusting frog gives a scorpion a ride across a brook, only to be stung to death by his passenger upon arrival. The dying frog gasps “why?” and the scorpion replies, “I am sorry, but I couldn’t resist the urge. It’s my character”:

https://en.wikipedia.org/wiki/The_Scorpion_and_the_Frog

Capitalism’s philosophers had an answer to this conundrum: if the ambition that drives people to enter the business world comes from a “self-interest” that is indistinguishable from sociopathy, just construct a system where it’s in a business’s best interest to make others better off. Adding the constraints of competition and regulation to markets powered by greed produces an alchemical reaction, transforming selfish acts into altruistic outcomes.

40 years ago, these moral sentiments were conveniently set aside by pro-monopoly economists, who developed the “consumer welfare” theory of antitrust enforcement. Under this theory, monopolies were treated as evidence of “efficiency”: any time you saw a monopoly in the wild, it meant that you’d found a business that was so good, everyone chose to patronize them to the exclusion of all others.

Whether or not you believe this to be true, it doesn’t matter. A business motivated by selfishness, constrained by competition and regulation, may produce things that the public loves above all else, but once it no longer has competitors, what remains is unconstrained selfishness. Even if you think a monopoly arose out of greatness, without competition it will rapidly decay as the business owner claws value away from workers and customers (“I couldn’t resist the urge. It’s in my nature.” -A. Scorpion).

Enshittification – platform decay – is the result of a collapse in constraints:

https://pluralistic.net/2024/04/24/naming-names/#prabhakar-raghavan

Digital companies that capture their markets go on to capture their regulators:

https://pluralistic.net/2022/06/05/regulatory-capture/

They get to flout privacy, labor and consumer protection law, using digital platforms that can be instantaneously, continuously reconfigured to shift value from business customers and end-users to themselves:

https://pluralistic.net/2023/02/19/twiddler/

They lobby for ever-expanding IP rights, which lets them shut down competitors who might reverse-engineer and improve their services:

https://locusmag.com/2020/09/cory-doctorow-ip/

And they gain the whip-hand over their workers, with the power to fire any techie who refuses to carry out their enshittificatory plans:

https://pluralistic.net/2023/09/10/the-proletarianization-of-tech-workers/

They become too big to fail. They become too big to jail. They become too big to care:

https://pluralistic.net/2024/04/04/teach-me-how-to-shruggie/#kagi

They enshittify because they can. It’s in their nature. Without competition to discipline their enshittificatory urges, they can’t resist them.

Digital is different, though. Analog companies can raise their prices, or worsen next year’s model of their products. Digital businesses can travel back in time and raise the price of something you already own, but need to pay a “subscription” fee for. They can reach back in time and remove features you’ve already paid for. They can even go back in time and take away things you already own. The omniflexible, omnipresent digital tether between a device and its manufacturer creates so many urges that they can’t resist:

https://pluralistic.net/2023/12/08/playstationed/#tyler-james-hill

Are you one of 4,000,000 people who built “smart home” products from Wink into your walls, ceiling and foundation slab at any time since they started shipping in 2014? Surprise! Now you have to pay a “subscription” for all of those gadgets or they’ll brick your fucking house:

https://pluralistic.net/2020/05/07/just-look-at-it/#wink

Did you buy a “Mellow Sous Vide” gadget? Surprise, it now costs $48/year to use that gadget!

https://pluralistic.net/2020/07/29/break-em-up/#mellow-brown

Did you buy an Exogen ultrasound device to stimulate bone growth after a fracture? Surprise, it bricks itself after you’ve used it 343 times! Enjoy your e-waste, Hopalong!

https://pluralistic.net/2020/07/31/hall-of-famer/#bricked-exogen

Did you buy a Ferrari performance sports-car? Surprise, it bricks itself if it detects “tampering” – and the only way to un-brick it is to connect it to the internet, so you’d better hope it doesn’t brick itself deep in an underground parking garage. Oops!

https://pluralistic.net/2020/10/15/expect-the-unexpected/#drm

Did you buy a Peloton treadmill? Surprise, your $3,000 “smart” treadmill no longer works in standalone mode – unless you pay $480/year, that treadmill is now a clothes-drying rack:

https://pluralistic.net/2021/06/22/vapescreen/#jane-get-me-off-this-crazy-thing

Did you buy an Epson printer? Surprise! It will brick itself after you print a certain number of pages, for your own good, because otherwise its ink-sponges might leak:

https://pluralistic.net/2022/08/07/inky-wretches/#epson-salty

Did you get – no, wait for it – did you get a neural implant? Surprise. The company’s new owners don’t want to continue supporting your implant, and they won’t let anyone else do so either. So now, part of your brain has been bricked:

https://pluralistic.net/2022/12/12/unsafe-at-any-speed/#this-is-literally-your-brain-on-capitalism

This is like a lifetime money-back guarantee – for companies. Any company that experiences seller’s remorse can cancel or alter the transaction, retroactively. It’s as if Darth Vader opened an MBA program whose only lesson was *I am altering the deal. Pray I don’t alter it further":

https://pluralistic.net/2023/10/26/hit-with-a-brick/#graceful-failure

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Red Lobster was killed by private equity, not Endless Shrimp

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For the rest of May, my bestselling solarpunk utopian novel THE LOST CAUSE (2023) is available as a $2.99, DRM-free ebook!

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A decade ago, a hedge fund had an improbable viral comedy hit: a 294-page slide deck explaining why Olive Garden was going out of business, blaming the failure on too many breadsticks and insufficiently salted pasta-water:

https://www.sec.gov/Archives/edgar/data/940944/000092189514002031/ex991dfan14a06297125_091114.pdf

Everyone loved this story. As David Dayen wrote for Salon, it let readers “mock that silly chain restaurant they remember from their childhoods in the suburbs” and laugh at “the silly hedge fund that took the time to write the world’s worst review”:

https://www.salon.com/2014/09/17/the_real_olive_garden_scandal_why_greedy_hedge_funders_suddenly_care_so_much_about_breadsticks/

But – as Dayen wrote at the time, the hedge fund that produced that slide deck, Starboard Value, was not motivated by dissatisfaction with bread-sticks. They were “activist investors” (finspeak for “rapacious assholes”) with a giant stake in Darden Restaurants, Olive Garden’s parent company. They wanted Darden to liquidate all of Olive Garden’s real-estate holdings and declare a one-off dividend that would net investors a billion dollars, while literally yanking the floor out from beneath Olive Garden, converting it from owner to tenant, subject to rent-shocks and other nasty surprises.

They wanted to asset-strip the company, in other words (“asset strip” is what they call it in hedge-fund land; the mafia calls it a “bust-out,” famous to anyone who watched the twenty-third episode of The Sopranos):

https://en.wikipedia.org/wiki/Bust_Out

Starboard didn’t have enough money to force the sale, but they had recently engineered the CEO’s ouster. The giant slide-deck making fun of Olive Garden’s food was just a PR campaign to help it sell the bust-out by creating a narrative that they were being activists* to save this badly managed disaster of a restaurant chain.

*assholes

Starboard was bent on eviscerating Darden like a couple of entrail-maddened dogs in an elk carcass:

https://web.archive.org/web/20051220005944/http://alumni.media.mit.edu/~solan/dogsinelk/

They had forced Darden to sell off another of its holdings, Red Lobster, to a hedge-fund called Golden Gate Capital. Golden Gate flogged all of Red Lobster’s real estate holdings for $2.1 billion the same day, then pissed it all away on dividends to its shareholders, including Starboard. The new landlords, a Real Estate Investment Trust, proceeded to charge so much for rent on those buildings Red Lobster just flogged that the company’s net earnings immediately dropped by half.

Dayen ends his piece with these prophetic words:

Olive Garden and Red Lobster may not be destinations for hipster Internet journalists, and they have seen revenue declines amid stagnant middle-class wages and increased competition. But they are still profitable businesses. Thousands of Americans work there. Why should they be bled dry by predatory investors in the name of “shareholder value”? What of the value of worker productivity instead of the financial engineers?

Flash forward a decade. Today, Dayen is editor-in-chief of The American Prospect, one of the best sources of news about private equity looting in the world. Writing for the Prospect, Luke Goldstein picks up Dayen’s story, ten years on:

https://prospect.org/economy/2024-05-22-raiding-red-lobster/

It’s not pretty. Ten years of being bled out on rents and flipped from one hedge fund to another has killed Red Lobster. It just shuttered 50 restaurants and declared Chapter 11 bankruptcy. Ten years hasn’t changed much; the same kind of snark that was deployed at the news of Olive Garden’s imminent demise is now being hurled at Red Lobster.

Instead of dunking on free bread-sticks, Red Lobster’s grave-dancers are jeering at “Endless Shrimp,” a promotional deal that works exactly how it sounds like it would work. Endless Shrimp cost the chain $11m.

Which raises a question: why did Red Lobster make this money-losing offer? Are they just good-hearted slobs? Can’t they do math?

Or, you know, was it another hedge-fund, bust-out scam?

Here’s a hint. The supplier who provided Red Lobster with all that shrimp is Thai Union. Thai Union also owns Red Lobster. They bought the chain from Golden Gate Capital, last seen in 2014, holding a flash-sale on all of Red Lobster’s buildings, pocketing billions, and cutting Red Lobster’s earnings in half.

Red Lobster rose to success – 700 restaurants nationwide at its peak – by combining no-frills dining with powerful buying power, which it used to force discounts from seafood suppliers. In response, the seafood industry consolidated through a wave of mergers, turning into a cozy cartel that could resist the buyer power of Red Lobster and other major customers.

This was facilitated by conservation efforts that limited the total volume of biomass that fishers were allowed to extract, and allocated quotas to existing companies and individual fishermen. The costs of complying with this “catch management” system were high, punishingly so for small independents, bearably so for large conglomerates.

Competition from overseas fisheries drove consolidation further, as countries in the global south were blocked from implementing their own conservation efforts. US fisheries merged further, seeking economies of scale that would let them compete, largely by shafting fishermen and other suppliers. Today’s Alaskan crab fishery is dominated by a four-company cartel; in the Pacific Northwest, most fish goes through a single intermediary, Pacific Seafood.

These dominant actors entered into illegal collusive arrangements with one another to rig their markets and further immiserate their suppliers, who filed antitrust suits accusing the companies of operating a monopsony (a market with a powerful buyer, akin to a monopoly, which is a market with a powerful seller):

https://www.classaction.org/news/pacific-seafood-under-fire-for-allegedly-fixing-prices-paid-to-dungeness-crabbers-in-pacific-northwest

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Even if you think AI search could be good, it won’t be good

A cane-waving carny barker in a loud checked suit and straw boater. His mouth has been replaced with the staring red eye of HAL9000 from Kubrick's '2001: A Space Odyssey.' He stands on a backdrop composed of many knobs, switches and jacks. The knobs have all been replaced with HAL's eye, too. Above his head hovers a search-box and two buttons reading 'Google Search' and 'I'm feeling lucky.' The countertop he leans on has been replaced with a code waterfall effect as seen in the credit sequences of the Wachowskis' 'Matrix' movies. Standing to his right on the countertop is a cartoon mascot with white gloves and booties and the head of a grinning poop emoji. He is striped with the four colors of the Google logo. To his left is a cluster of old mainframe equipment in miniature.    Image: Cryteria (modified) https://commons.wikimedia.org/wiki/File:HAL9000.svg  CC BY 3.0 https://creativecommons.org/licenses/by/3.0/deed.en  --  djhughman https://commons.wikimedia.org/wiki/File:Modular_syntheALT

TONIGHT (May 15), I’m in NORTH HOLLYWOOD for a screening of STEPHANIE KELTON’S FINDING THE MONEY; FRIDAY (May 17), I’m at the INTERNET ARCHIVE in SAN FRANCISCO to keynote the 10th anniversary of the AUTHORS ALLIANCE.

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The big news in search this week is that Google is continuing its transition to “AI search” – instead of typing in search terms and getting links to websites, you’ll ask Google a question and an AI will compose an answer based on things it finds on the web:

https://blog.google/products/search/generative-ai-google-search-may-2024/

Google bills this as “let Google do the googling for you.” Rather than searching the web yourself, you’ll delegate this task to Google. Hidden in this pitch is a tacit admission that Google is no longer a convenient or reliable way to retrieve information, drowning as it is in AI-generated spam, poorly labeled ads, and SEO garbage:

https://pluralistic.net/2024/05/03/keyword-swarming/#site-reputation-abuse

Googling used to be easy: type in a query, get back a screen of highly relevant results. Today, clicking the top links will take you to sites that paid for placement at the top of the screen (rather than the sites that best match your query). Clicking further down will get you scams, AI slop, or bulk-produced SEO nonsense.

AI-powered search promises to fix this, not by making Google search results better, but by having a bot sort through the search results and discard the nonsense that Google will continue to serve up, and summarize the high quality results.

Now, there are plenty of obvious objections to this plan. For starters, why wouldn’t Google just make its search results better? Rather than building a LLM for the sole purpose of sorting through the garbage Google is either paid or tricked into serving up, why not just stop serving up garbage? We know that’s possible, because other search engines serve really good results by paying for access to Google’s back-end and then filtering the results:

https://pluralistic.net/2024/04/04/teach-me-how-to-shruggie/#kagi

Another obvious objection: why would anyone write the web if the only purpose for doing so is to feed a bot that will summarize what you’ve written without sending anyone to your webpage? Whether you’re a commercial publisher hoping to make money from advertising or subscriptions, or – like me – an open access publisher hoping to change people’s minds, why would you invite Google to summarize your work without ever showing it to internet users? Nevermind how unfair that is, think about how implausible it is: if this is the way Google will work in the future, why wouldn’t every publisher just block Google’s crawler?

A third obvious objection: AI is bad. Not morally bad (though maybe morally bad, too!), but technically bad. It “hallucinates” nonsense answers, including dangerous nonsense. It’s a supremely confident liar that can get you killed:

https://www.theguardian.com/technology/2023/sep/01/mushroom-pickers-urged-to-avoid-foraging-books-on-amazon-that-appear-to-be-written-by-ai

The promises of AI are grossly oversold, including the promises Google makes, like its claim that its AI had discovered millions of useful new materials. In reality, the number of useful new materials Deepmind had discovered was zero:

https://pluralistic.net/2024/04/23/maximal-plausibility/#reverse-centaurs

This is true of all of AI’s most impressive demos. Often, “AI” turns out to be low-waged human workers in a distant call-center pretending to be robots:

https://pluralistic.net/2024/01/31/neural-interface-beta-tester/#tailfins

Sometimes, the AI robot dancing on stage turns out to literally be just a person in a robot suit pretending to be a robot:

https://pluralistic.net/2024/01/29/pay-no-attention/#to-the-little-man-behind-the-curtain

The AI video demos that represent “an existential threat to Hollywood filmmaking” turn out to be so cumbersome as to be practically useless (and vastly inferior to existing production techniques):

https://www.wheresyoured.at/expectations-versus-reality/

But let’s take Google at its word. Let’s stipulate that:

a) It can’t fix search, only add a slop-filtering AI layer on top of it; and

b) The rest of the world will continue to let Google index its pages even if they derive no benefit from doing so; and

c) Google will shortly fix its AI, and all the lies about AI capabilities will be revealed to be premature truths that are finally realized.

AI search is still a bad idea. Because beyond all the obvious reasons that AI search is a terrible idea, there’s a subtle – and incurable – defect in this plan: AI search – even excellent AI search – makes it far too easy for Google to cheat us, and Google can’t stop cheating us.

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Algorithmic feeds are a twiddler’s playground

A complex control panel whose knobs have all been replaced with the menacing red eye of HAL9000 from Kubrick's '2001: A Space Odyssey.' A skeletal figure on one side of the image reaches out a bony finger to twiddle one of the knobs.  Image: Cryteria (modified) https://commons.wikimedia.org/wiki/File:HAL9000.svg  CC BY 3.0 https://creativecommons.org/licenses/by/3.0/deed.en  --  djhughman https://commons.wikimedia.org/wiki/File:Modular_synthesizer_-_%22Control_Voltage%22_electronic_music_shop_in_Portland_OR_-_School_Photos_PCC_%282015-05-23_12.43.01_by_djhughman%29.jpg  CC BY 2.0 https://creativecommons.org/licenses/by/2.0/deed.enALT

Next TUESDAY (May 14), I’m on a livecast about AI AND ENSHITTIFICATION with TIM O'REILLY; on WEDNESDAY (May 15), I’m in NORTH HOLLYWOOD with HARRY SHEARER for a screening of STEPHANIE KELTON’S FINDING THE MONEY; FRIDAY (May 17), I’m at the INTERNET ARCHIVE in SAN FRANCISCO to keynote the 10th anniversary of the AUTHORS ALLIANCE.

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Like Oscar Wilde, “I can resist anything except temptation,” and my slow and halting journey to adulthood is really just me grappling with this fact, getting temptation out of my way before I can yield to it.

Behavioral economists have a name for the steps we take to guard against temptation: a “Ulysses pact.” That’s when you take some possibility off the table during a moment of strength in recognition of some coming moment of weakness:

https://archive.org/details/decentralizedwebsummit2016-corydoctorow

Famously, Ulysses did this before he sailed into the Sea of Sirens. Rather than stopping his ears with wax to prevent his hearing the sirens’ song, which would lure him to his drowning, Ulysses has his sailors tie him to the mast, leaving his ears unplugged. Ulysses became the first person to hear the sirens’ song and live to tell the tale.

Ulysses was strong enough to know that he would someday be weak. He expressed his strength by guarding against his weakness. Our modern lives are filled with less epic versions of the Ulysses pact: the day you go on a diet, it’s a good idea to throw away all your Oreos. That way, when your blood sugar sings its siren song at 2AM, it will be drowned out by the rest of your body’s unwillingness to get dressed, find your keys and drive half an hour to the all-night grocery store.

Note that this Ulysses pact isn’t perfect. You might drive to the grocery store. It’s rare that a Ulysses pact is unbreakable – we bind ourselves to the mast, but we don’t chain ourselves to it and slap on a pair of handcuffs for good measure.

People who run institutions can – and should – create Ulysses pacts, too. A company that holds the kind of sensitive data that might be subjected to “sneak-and-peek” warrants by cops or spies can set up a “warrant canary”:

https://en.wikipedia.org/wiki/Warrant_canary

This isn’t perfect. A company that stops publishing regular transparency reports might have been compromised by the NSA, but it’s also possible that they’ve had a change in management and the new boss just doesn’t give a shit about his users’ privacy:

https://www.fastcompany.com/90853794/twitters-transparency-reporting-has-tanked-under-elon-musk

Likewise, a company making software it wants users to trust can release that code under an irrevocable free/open software license, thus guaranteeing that each release under that license will be free and open forever. This is good, but not perfect: the new boss can take that free/open code down a proprietary fork and try to orphan the free version:

https://news.ycombinator.com/item?id=39772562

A company can structure itself as a public benefit corporation and make a binding promise to elevate its stakeholders’ interests over its shareholders’ – but the CEO can still take a secret $100m bribe from cryptocurrency creeps and try to lure those stakeholders into a shitcoin Ponzi scheme:

https://fortune.com/crypto/2024/03/11/kickstarter-blockchain-a16z-crypto-secret-investment-chris-dixon/

A key resource can be entrusted to a nonprofit with a board of directors who are charged with stewarding it for the benefit of a broad community, but when a private equity fund dangles billions before that board, they can talk themselves into a belief that selling out is the right thing to do:

https://www.eff.org/deeplinks/2020/12/how-we-saved-org-2020-review

Ulysses pacts aren’t perfect, but they are very important. At the very least, creating a Ulysses pact starts with acknowledging that you are fallible. That you can be tempted, and rationalize your way into taking bad action, even when you know better. Becoming an adult is a process of learning that your strength comes from seeing your weaknesses and protecting yourself and the people who trust you from them.

Which brings me to enshittification. Enshittification is the process by which platforms betray their users and their customers by siphoning value away from each until the platform is a pile of shit:

https://en.wikipedia.org/wiki/Enshittification

Enshittification is a spectrum that can be applied to many companies’ decay, but in its purest form, enshittification requires:

a) A platform: a two-sided market with business customers and end users who can be played off against each other;

b) A digital back-end: a market that can be easily, rapidly and undetectably manipulated by its owners, who can alter search-rankings, prices and costs on a per-user, per-query basis; and

c) A lack of constraint: the platform’s owners must not fear a consequence for this cheating, be it from competitors, regulators, workforce resignations or rival technologists who use mods, alternative clients, blockers or other “adversarial interoperability” tools to disenshittify your product and sever your relationship with your users.

he founders of tech platforms don’t generally set out to enshittify them. Rather, they are constantly seeking some equilibrium between delivering value to their shareholders and turning value over to end users, business customers, and their own workers. Founders are consummate rationalizers; like parenting, founding a company requires continuous, low-grade self-deception about the amount of work involved and the chances of success. A founder, confronted with the likelihood of failure, is absolutely capable of talking themselves into believing that nearly any compromise is superior to shuttering the business: “I’m one of the good guys, so the most important thing is for me to live to fight another day. Thus I can do any number of immoral things to my users, business customers or workers, because I can make it up to them when we survive this crisis. It’s for their own good, even if they don’t know it. Indeed, I’m doubly moral here, because I’m volunteering to look like the bad guy, just so I can save this business, which will make the world over for the better”:

https://locusmag.com/2024/05/cory-doctorow-no-one-is-the-enshittifier-of-their-own-story/

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AI is a WMD

A lonely mud-brick well in a brown desert. It has been modified to add a 'caganar' - a traditional Spanish figure of a man crouching down and defecating - perched on the edge of the well. The caganar's head has been replaced with the menacing red eye of HAL9000 from Kubrick's '2001: A Space Odyssey.' The sky behind this scene has been blended with a 'code waterfall' effect as seen in the credit sequences of the Wachowskis' 'Matrix' movies.  Image: Cryteria (modified) https://commons.wikimedia.org/wiki/File:HAL9000.svg  CC BY 3.0 https://creativecommons.org/licenses/by/3.0/deed.en  --  Catherine Poh Huay Tan (modified) https://www.flickr.com/photos/68166820@N08/49729911222/  Laia Balagueró (modified) https://www.flickr.com/photos/lbalaguero/6551235503/  CC BY 2.0 https://creativecommons.org/licenses/by/2.0/ALT

I’m in TARTU, ESTONIA! AI, copyright and creative workers’ labor rights (TOMORROW, May 10, 8AM: Science Fiction Research Association talk, Institute of Foreign Languages and Cultures building, Lossi 3, lobby). A talk for hackers on seizing the means of computation (TOMORROW, May 10, 3PM, University of Tartu Delta Centre, Narva 18, room 1037).

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Fun fact: “The Tragedy Of the Commons” is a hoax created by the white nationalist Garrett Hardin to justify stealing land from colonized people and moving it from collective ownership, “rescuing” it from the inevitable tragedy by putting it in the hands of a private owner, who will care for it properly, thanks to “rational self-interest”:

https://pluralistic.net/2023/05/04/analytical-democratic-theory/#epistocratic-delusions

Get that? If control over a key resource is diffused among the people who rely on it, then (Garrett claims) those people will all behave like selfish assholes, overusing and undermaintaining the commons. It’s only when we let someone own that commons and charge rent for its use that (Hardin says) we will get sound management.

By that logic, Google should be the internet’s most competent and reliable manager. After all, the company used its access to the capital markets to buy control over the internet, spending billions every year to make sure that you never try a search-engine other than its own, thus guaranteeing it a 90% market share:

https://pluralistic.net/2024/02/21/im-feeling-unlucky/#not-up-to-the-task

Google seems to think it’s got the problem of deciding what we see on the internet licked. Otherwise, why would the company flush $80b down the toilet with a giant stock-buyback, and then do multiple waves of mass layoffs, from last year’s 12,000 person bloodbath to this year’s deep cuts to the company’s “core teams”?

https://qz.com/google-is-laying-off-hundreds-as-it-moves-core-jobs-abr-1851449528

And yet, Google is overrun with scams and spam, which find their way to the very top of the first page of its search results:

https://pluralistic.net/2023/02/24/passive-income/#swiss-cheese-security

The entire internet is shaped by Google’s decisions about what shows up on that first page of listings. When Google decided to prioritize shopping site results over informative discussions and other possible matches, the entire internet shifted its focus to producing affiliate-link-strewn “reviews” that would show up on Google’s front door:

https://pluralistic.net/2024/04/24/naming-names/#prabhakar-raghavan

This was catnip to the kind of sociopath who a) owns a hedge-fund and b) hates journalists for being pain-in-the-ass, stick-in-the-mud sticklers for “truth” and “facts” and other impediments to the care and maintenance of a functional reality-distortion field. These dickheads started buying up beloved news sites and converting them to spam-farms, filled with garbage “reviews” and other Google-pleasing, affiliate-fee-generating nonsense.

(These news-sites were vulnerable to acquisition in large part thanks to Google, whose dominance of ad-tech lets it cream 51 cents off every ad dollar and whose mobile OS monopoly lets it steal 30 cents off every in-app subscriber dollar):

https://www.eff.org/deeplinks/2023/04/saving-news-big-tech

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The disenshittified internet starts with loyal “user agents”

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I’m in TARTU, ESTONIA! Overcoming the Enshittocene (TOMORROW, May 8, 6PM, Prima Vista Literary Festival keynote, University of Tartu Library, Struwe 1). AI, copyright and creative workers’ labor rights (May 10, 8AM: Science Fiction Research Association talk, Institute of Foreign Languages and Cultures building, Lossi 3, lobby). A talk for hackers on seizing the means of computation (May 10, 3PM, University of Tartu Delta Centre, Narva 18, room 1037).

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There’s one overwhelmingly common mistake that people make about enshittification: assuming that the contagion is the result of the Great Forces of History, or that it is the inevitable end-point of any kind of for-profit online world.

In other words, they class enshittification as an ideological phenomenon, rather than as a material phenomenon. Corporate leaders have always felt the impulse to enshittify their offerings, shifting value from end users, business customers and their own workers to their shareholders. The decades of largely enshittification-free online services were not the product of corporate leaders with better ideas or purer hearts. Those years were the result of constraints on the mediocre sociopaths who would trade our wellbeing and happiness for their own, constraints that forced them to act better than they do today, even if the were not any better:

https://pluralistic.net/2024/04/24/naming-names/#prabhakar-raghavan

Corporate leaders’ moments of good leadership didn’t come from morals, they came from fear. Fear that a competitor would take away a disgruntled customer or worker. Fear that a regulator would punish the company so severely that all gains from cheating would be wiped out. Fear that a rival technology – alternative clients, tracker blockers, third-party mods and plugins – would emerge that permanently severed the company’s relationship with their customers. Fears that key workers in their impossible-to-replace workforce would leave for a job somewhere else rather than participate in the enshittification of the services they worked so hard to build:

https://pluralistic.net/2024/04/22/kargo-kult-kaptialism/#dont-buy-it

When those constraints melted away – thanks to decades of official tolerance for monopolies, which led to regulatory capture and victory over the tech workforce – the same mediocre sociopaths found themselves able to pursue their most enshittificatory impulses without fear.

The effects of this are all around us. In This Is Your Phone On Feminism, the great Maria Farrell describes how audiences at her lectures profess both love for their smartphones and mistrust for them. Farrell says, “We love our phones, but we do not trust them. And love without trust is the definition of an abusive relationship”:

https://conversationalist.org/2019/09/13/feminism-explains-our-toxic-relationships-with-our-smartphones/

I (re)discovered this Farrell quote in a paper by Robin Berjon, who recently co-authored a magnificent paper with Farrell entitled “We Need to Rewild the Internet”:

https://www.noemamag.com/we-need-to-rewild-the-internet/

The new Berjon paper is narrower in scope, but still packed with material examples of the way the internet goes wrong and how it can be put right. It’s called “The Fiduciary Duties of User Agents”:

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3827421

In “Fiduciary Duties,” Berjon focuses on the technical term “user agent,” which is how web browsers are described in formal standards documents. This notion of a “user agent” is a holdover from a more civilized age, when technologists tried to figure out how to build a new digital space where technology served users.

A web browser that’s a “user agent” is a comforting thought. An agent’s job is to serve you and your interests. When you tell it to fetch a web-page, your agent should figure out how to get that page, make sense of the code that’s embedded in, and render the page in a way that represents its best guess of how you’d like the page seen.

For example, the user agent might judge that you’d like it to block ads. More than half of all web users have installed ad-blockers, constituting the largest consumer boycott in human history:

https://doc.searls.com/2023/11/11/how-is-the-worlds-biggest-boycott-doing/

Your user agent might judge that the colors on the page are outside your visual range. Maybe you’re colorblind, in which case, the user agent could shift the gamut of the colors away from the colors chosen by the page’s creator and into a set that suits you better:

https://dankaminsky.com/dankam/

Or maybe you (like me) have a low-vision disability that makes low-contrast type difficult to impossible to read, and maybe the page’s creator is a thoughtless dolt who’s chosen light grey-on-white type, or maybe they’ve fallen prey to the absurd urban legend that not-quite-black type is somehow more legible than actual black type:

https://uxplanet.org/basicdesign-never-use-pure-black-in-typography-36138a3327a6

The user agent is loyal to you. Even when you want something the page’s creator didn’t consider – even when you want something the page’s creator violently objects to – your user agent acts on your behalf and delivers your desires, as best as it can.

Now – as Berjon points out – you might not know exactly what you want. Like, you know that you want the privacy guarantees of TLS (the difference between “http” and “https”) but not really understand the internal cryptographic mysteries involved. Your user agent might detect evidence of shenanigans indicating that your session isn’t secure, and choose not to show you the web-page you requested.

This is only superficially paradoxical. Yes, you asked your browser for a web-page. Yes, the browser defied your request and declined to show you that page. But you also asked your browser to protect you from security defects, and your browser made a judgment call and decided that security trumped delivery of the page. No paradox needed.

But of course, the person who designed your user agent/browser can’t anticipate all the ways this contradiction might arise. Like, maybe you’re trying to access your own website, and you know that the security problem the browser has detected is the result of your own forgetful failure to renew your site’s cryptographic certificate. At that point, you can tell your browser, “Thanks for having my back, pal, but actually this time it’s fine. Stand down and show me that webpage.”

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The specific process by which Google enshittified its search

A collection of 1950s white, suited boardroom executives seated around a table, staring at its center. The original has been altered. In the center of the table stands a stylized stick figure cartoon mascot whose head is a poop emoji rendered in the colors of the Google logo. The various memos on the boardroom table repeat this poop Google image. On the wall behind the executives is the original Google logo in an ornate gilt frame.ALT

I’m touring my new, nationally bestselling novel The Bezzle! Catch me SATURDAY (Apr 27) in MARIN COUNTY, then Winnipeg (May 2), Calgary (May 3), Vancouver (May 4), and beyond!

A yellow rectangle. On the left, in blue, are the words 'Cory Doctorow.' On the right, in black, is 'The Bezzle.' Between them is the motif from the cover of *The Bezzle*: an escheresque impossible triangle. The center of the triangle is a barred, smaller triangle that imprisons a silhouetted male figure in a suit. Two other male silhouettes in suits run alongside the top edges of the triangle.ALT

All digital businesses have the technical capacity to enshittify: the ability to change the underlying functions of the business from moment to moment and user to user, allowing for the rapid transfer of value between business customers, end users and shareholders:

https://pluralistic.net/2023/02/19/twiddler/

If you’d like an essay-formatted version of this thread to read or share, here’s a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:

https://pluralistic.net/2024/04/24/naming-names/#prabhakar-raghavan

Which raises an important question: why do companies enshittify at a specific moment, after refraining from enshittifying before? After all, a company always has the potential to benefit by treating its business customers and end users worse, by giving them a worse deal. If you charge more for your product and pay your suppliers less, that leaves more money on the table for your investors.

Of course, it’s not that simple. While cheating, price-gouging, and degrading your product can produce gains, these tactics also threaten losses. You might lose customers to a rival, or get punished by a regulator, or face mass resignations from your employees who really believe in your product.

Companies choose not to enshittify their products…until they choose to do so. One theory to explain this is that companies are engaged in a process of continuous assessment, gathering data about their competitive risks, their regulators’ mettle, their employees’ boldness. When these assessments indicate that the conditions are favorable to enshittification, the CEO walks over to the big “enshittification” lever on the wall and yanks it all the way to MAX.

Some companies have certainly done this – and paid the price. Think of Myspace or Yahoo: companies that made themselves worse by reducing quality and gouging on price (be it measured in dollars or attention – that is, ads) before sinking into obscure senescence. These companies made a bet that they could get richer while getting worse, and they were wrong, and they lost out.

But this model doesn’t explain the Great Enshittening, in which all the tech companies are enshittifying at the same time. Maybe all these companies are subscribing to the same business newsletter (or, more likely, buying advice from the same management consultancy) (cough McKinsey cough) that is a kind of industry-wide starter pistol for enshittification.

I think it’s something else. I think the main job of a CEO is to show up for work every morning and yank on the enshittification lever as hard as you can, in hopes that you can eke out some incremental gains in your company’s cost-basis and/or income by shifting value away from your suppliers and customers to yourself.

We get good digital services when the enshittification lever doesn’t budge – when it is constrained: by competition, by regulation, by interoperable mods and hacks that undo enshittification (like alternative clients and ad-blockers) and by workers who have bargaining power thanks to a tight labor market or a powerful union:

https://pluralistic.net/2023/11/09/lead-me-not-into-temptation/#chamberlain

When Google ordered its staff to build a secret Chinese search engine that would censor search results and rat out dissidents to the Chinese secret police, googlers revolted and refused, and the project died:

https://en.wikipedia.org/wiki/Dragonfly_(search_engine)

When Google tried to win a US government contract to build AI for drones used to target and murder civilians far from the battlefield, googlers revolted and refused, and the project died:

https://www.nytimes.com/2018/06/01/technology/google-pentagon-project-maven.html

What’s happened since – what’s behind all the tech companies enshittifying all at once – is that tech worker power has been smashed, especially at Google, where 12,000 workers were fired just months after a $80b stock buyback that would have paid their wages for the next 27 years. Likewise, competition has receded from tech bosses’ worries, thanks to lax antitrust enforcement that saw most credible competitors merged into behemoths, or neutralized with predatory pricing schemes. Lax enforcement of other policies – privacy, labor and consumer protection – loosened up the enshittification lever even more. And the expansion of IP rights, which criminalize most kinds of reverse engineering and aftermarket modification, means that interoperability no longer applies friction to the enshittification lever.

Now that every tech boss has an enshittification lever that moves very freely, they can show up for work, yank the enshittification lever, and it goes all the way to MAX. When googlers protested the company’s complicity in the genocide in Gaza, Google didn’t kill the project – it mass-fired the workers:

https://medium.com/@notechforapartheid/statement-from-google-workers-with-the-no-tech-for-apartheid-campaign-on-googles-indiscriminate-28ba4c9b7ce8

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No, “convenience” isn’t the problem

A Rube Goldberg drawing of a man using an elaborate automatic napkin, a contraption that integrates a wall-clock, a parrot, a pop-up toaster and other contrivances. The background has been replaced with the 'code waterfall' effect seen in the credits of the Wachowskis' 'Matrix' movie. The fact of the wall-clock has been replaced with the staring eye of HAL 9000 from Kubrick's '2001: A Space Odyssey.'   Image: Cryteria (modified) https://commons.wikimedia.org/wiki/File:HAL9000.svg  CC BY 3.0 https://creativecommons.org/licenses/by/3.0/deed.enALT

I’m touring my new, nationally bestselling novel The Bezzle! Catch me in CHICAGO (Apr 17), Torino (Apr 21) Marin County (Apr 27), Winnipeg (May 2), Calgary (May 3), Vancouver (May 4), and beyond!

A yellow rectangle. On the left, in blue, are the words 'Cory Doctorow.' On the right, in black, is 'The Bezzle.' Between them is the motif from the cover of *The Bezzle*: an escheresque impossible triangle. The center of the triangle is a barred, smaller triangle that imprisons a silhouetted male figure in a suit. Two other male silhouettes in suits run alongside the top edges of the triangle.ALT

Using Amazon, or Twitter, or Facebook, or Google, or Doordash, or Uber doesn’t make you lazy. Platform capitalism isn’t enshittifying because you made the wrong shopping choices.

Remember, the reason these corporations were able to capture such substantial market-share is that the capital markets saw them as a bet that they could lose money for years, drive out competition, capture their markets, and then raise prices and abuse their workers and suppliers without fear of reprisal. Investors were chasing monopoly power, that is, companies that are too big to fail, too big to jail, and too big to care:

https://pluralistic.net/2024/04/04/teach-me-how-to-shruggie/#kagi

The tactics that let a few startups into Big Tech are illegal under existing antitrust laws. It’s illegal for large corporations to buy up smaller ones before they can grow to challenge their dominance. It’s illegal for dominant companies to merge with each other. “Predatory pricing” (selling goods or services below cost to prevent competitors from entering the market, or to drive out existing competitors) is also illegal. It’s illegal for a big business to use its power to bargain for preferential discounts from its suppliers. Large companies aren’t allowed to collude to fix prices or payments.

But under successive administrations, from Jimmy Carter through to Donald Trump, corporations routinely broke these laws. They explicitly and implicitly colluded to keep those laws from being enforced, driving smaller businesses into the ground. Now, sociopaths are just as capable of starting small companies as they are of running monopolies, but that one store that’s run by a colossal asshole isn’t the threat to your wellbeing that, say, Walmart or Amazon is.

All of this took place against a backdrop of stagnating wages and skyrocketing housing, health, and education costs. In other words, even as the cost of operating a small business was going up (when Amazon gets a preferential discount from a key supplier, that supplier needs to make up the difference by gouging smaller, weaker retailers), Americans’ disposable income was falling.

So long as the capital markets were willing to continue funding loss-making future monopolists, your neighbors were going to make the choice to shop “the wrong way.” As small, local businesses lost those customers, the costs they had to charge to make up the difference would go up, making it harder and harder for you to afford to shop “the right way.”

In other words: by allowing corporations to flout antimonopoly laws, we set the stage for monopolies. The fault lay with regulators and the corporate leaders and finance barons who captured them – not with “consumers” who made the wrong choices. What’s more, as the biggest businesses’ monopoly power grew, your ability to choose grew ever narrower: once every mom-and-pop restaurant in your area fires their delivery drivers and switches to Doordash, your choice to order delivery from a place that payrolls its drivers goes away.

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Nature is healing

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Too big to care

A demon from Bosch's Garden of Earthly Delights. It has a bulbous, tick-like body and the legs of a hoofed animal. Its ass is open, revealing a hollow space within, populated by other demons. A flag sprouts from its back. It has been altered so that its face is a Google 'G' logo and the flag bears a tiny Android logo. Its broad, flat hat is decorated the the 'shrug' ASCII art.ALT

I’m on tour with my new, nationally bestselling novel The Bezzle! Catch me in BOSTON with Randall “XKCD” Munroe (Apr 11), then PROVIDENCE (Apr 12), and beyond!

A yellow rectangle. On the left, in blue, are the words 'Cory Doctorow.' On the right, in black, is 'The Bezzle.' Between them is the motif from the cover of *The Bezzle*: an escheresque impossible triangle. The center of the triangle is a barred, smaller triangle that imprisons a silhouetted male figure in a suit. Two other male silhouettes in suits run alongside the top edges of the triangle.ALT

Remember the first time you used Google search? It was like magic. After years of progressively worsening search quality from Altavista and Yahoo, Google was literally stunning, a gateway to the very best things on the internet.

Today, Google has a 90% search market-share. They got it the hard way: they cheated. Google spends tens of billions of dollars on payola in order to ensure that they are the default search engine behind every search box you encounter on every device, every service and every website:

https://pluralistic.net/2023/10/03/not-feeling-lucky/#fundamental-laws-of-economics

Not coincidentally, Google’s search is getting progressively, monotonically worse. It is a cesspool of botshit, spam, scams, and nonsense. Important resources that I never bothered to bookmark because I could find them with a quick Google search no longer show up in the first ten screens of results:

https://pluralistic.net/2024/02/21/im-feeling-unlucky/#not-up-to-the-task

Even after all that payola, Google is still absurdly profitable. They have so much money, they were able to do a $80 billion stock buyback. Just a few months later, Google fired 12,000 skilled technical workers. Essentially, Google is saying that they don’t need to spend money on quality, because we’re all locked into using Google search. It’s cheaper to buy the default search box everywhere in the world than it is to make a product that is so good that even if we tried another search engine, we’d still prefer Google.

This is enshittification. Google is shifting value away from end users (searchers) and business customers (advertisers, publishers and merchants) to itself:

https://pluralistic.net/2024/03/05/the-map-is-not-the-territory/#apor-locksmith

And here’s the thing: there are search engines out there that are so good that if you just try them, you’ll get that same feeling you got the first time you tried Google.

When I was in Tucson last month on my book-tour for my new novel The Bezzle, I crashed with my pals Patrick and Teresa Nielsen Hayden. I’ve know them since I was a teenager (Patrick is my editor).

We were sitting in his living room on our laptops – just like old times! – and Patrick asked me if I’d tried Kagi, a new search-engine.

Teresa chimed in, extolling the advanced search features, the “lenses” that surfaced specific kinds of resources on the web.

I hadn’t even heard of Kagi, but the Nielsen Haydens are among the most effective researchers I know – both in their professional editorial lives and in their many obsessive hobbies. If it was good enough for them…

I tried it. It was magic.

No, seriously. All those things Google couldn’t find anymore? Top of the search pile. Queries that generated pages of spam in Google results? Fucking pristine on Kagi – the right answers, over and over again.

That was before I started playing with Kagi’s lenses and other bells and whistles, which elevated the search experience from “magic” to sorcerous.

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Meatspace twiddling

comic-book panel illustrating the final stage of the shell game, in which the con artist lifts the shell to reveal nothing beneath it. I have inserted a banana, making it appear as though that was what was hidden under the shell. The background of the panel has been altered to insert the 'code waterfall' effect from the Wachowskis' Matrix movies. The code waterfall fades out halfway down the image.ALT

I’m on tour with my new, nationally bestselling novel The Bezzle! Catch me next weekend (Mar 30/31) in ANAHEIM at WONDERCON, then in Boston with Randall “XKCD” Munroe (Apr 11), then Providence (Apr 12), and beyond!

A yellow rectangle. On the left, in blue, are the words 'Cory Doctorow.' On the right, in black, is 'The Bezzle.' Between them is the motif from the cover of *The Bezzle*: an escheresque impossible triangle. The center of the triangle is a barred, smaller triangle that imprisons a silhouetted male figure in a suit. Two other male silhouettes in suits run alongside the top edges of the triangle.ALT

“Enshittification” isn’t just a way of describing the symptoms of platform decay: it’s also a theory of the mechanism of decay – the means by which platforms get shittier and shittier until they are a giant pile of shit.

I call that mechanism “twiddling”: this is the ability of digital services to alter their business-logic – the prices they charge, the payouts they offer, the particulars of the deal – from instant to instant, for each user, continuously:

https://pluralistic.net/2023/02/19/twiddler/

Contrary to Big Tech’s own boasting about its operations, the tricks that tech firms play to siphon value away from business customers and end-users aren’t very sophisticated. They’re crude gimmicks, like offering a higher per-hour wage to Uber drivers whom the algorithm judges to be picky about which rides they’ll clock in for, and then lowering the wage by small increments as a way of lulling the driver into gradually accepting a permanent lower rate:

https://pluralistic.net/2023/04/12/algorithmic-wage-discrimination/#fishers-of-men

This is a simple trick. The difference is that tech platforms like Uber can play it over and over, and very quickly. There’s plenty of wage-stealing scumbag bosses who’d have loved to have shaved pennies off their workers’ paychecks, then added a few cents back in if a worker cried foul, then started shaving the pennies again. The thing that stopped those bosses was the bottleneck of payroll clerks, who couldn’t make the changes fast enough.

Uber plays crude tricks – like claiming that a driver isn’t an employee because the control is mediated through an app – and then piles more crude tricks on top – this algorithmic wage discrimination gambit.

Have you ever watched a shell-game performed very slowly?

https://www.masterclass.com/articles/how-to-do-penn-tellers-famous-cups-and-balls-trick-in-12-steps

It’s a series of very simple gimmicks, performed very quickly and smoothly. Computers are very quick and very smooth. The quickness of the hand deceives the eye: do crude tricks with superhuman speed and they’ll seem sophisticated.

The one bright spot in the Great Enshittening that we’re living through is that many firms are not sufficiently digitized to to these crude tricks very quickly. Take grocery stores: they can get up to a lot of the same tricks as Amazon – for example, they can charge suppliers for placement on the most prominent, easiest-to-reach shelves, reorganizing your shopping based on which companies pay the biggest bribes, rather than offering the best products and prices.

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Someday, we’ll all take comfort in the internet’s “dark corners”

A crumbling western ghost town beneath a brooding, reddish sky. In the foreground is a tilted, scorched 'Welcome to Las Vegas' sign. 'Las Vegas' has been replaced with 'Facebook.' The Mark Zuckerberg metaverse avatar's face has been superimposed over the starburst motif at the sign's top.ALT

I’m on tour with my new, nationally bestselling novel The Bezzle! Catch me on SUNDAY (Mar 24) with LAURA POITRAS in NYC, then Anaheim, and beyond!

A yellow rectangle. On the left, in blue, are the words 'Cory Doctorow.' On the right, in black, is 'The Bezzle.' Between them is the motif from the cover of *The Bezzle*: an escheresque impossible triangle. The center of the triangle is a barred, smaller triangle that imprisons a silhouetted male figure in a suit. Two other male silhouettes in suits run alongside the top edges of the triangle.ALT

Platforms decay. Tech bosses, unconstrained by competition; regulation; ad blockers and other adversarial interoperability; and their own workers, will inevitably hollow out their platforms, using ultraflexible digital technology to siphon value away from end users and business customers, leaving behind the bare minimum of value to keep all those users locked in:

https://pluralistic.net/2024/01/30/go-nuts-meine-kerle/#ich-bin-ein-bratapfel

If you’d like an essay-formatted version of this thread to read or share, here’s a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:

https://pluralistic.net/2024/03/23/evacuate-the-platforms/#let-the-platforms-burn

Enshittification is the inevitable result of high switching costs. Tech bosses are keenly attuned to opportunities to lock in their customers and users, because the harder is to leave a platform, the worse the platform can treat you – the more value it can rob you of – without risking your departure.

But platform users are a heterogeneous, lumpy mass. Different groups of users have different switching costs. An adult Facebook user of long tenure has more reasons to stay than a younger user: they have more complex social lives, with nonoverlapping social circles from high school, college, various jobs, affinity groups, and family. They are more likely to have a chronic illness, or to be caring for someone with chronic illness, and to be a member of a social media support group they value highly. They are more likely to be connected to practical communities, like little league carpool rotas.

That’s the terrible irony of platform decay: the more value you get from a platform, the more cost that platform can extract, a cost denominated in your wellbeing, enjoyment and dignity.

(At this point, someone will pipe up and say, “If you’re not paying for the product, you’re the product.” It’s nonsense. Dignity, respect and fairness aren’t frequent flier program perks that tech companies dribble out to their best customers. Companies will happily treat their paying customers as “products” if they think those customers can’t avoid other forms of rent-extraction, such as “attention rents”)

https://pluralistic.net/2023/11/06/attention-rents/#consumer-welfare-queens

Now, consider the converse proposition: for younger users, platforms deliver less value. Younger users have less complex social lives on average relative to their parents and grandparents, which means that platforms have fewer ways to sink their hooks into those young users. Further: young users tend to want things that the platforms don’t want them to have, right from the first day they sign up. In particular, young users often want to conduct their socializing out of eyesight and earshot of adults, especially parents, teachers, and other authority figures. This means that a typical younger user has both more reasons to leave a platform as well as fewer reasons to stay there.

Younger people have an additional reason to bail on platforms early and often: if your online and offline social circles strongly overlap – if you see the same people at school as you do in your feed, it’s much easier to reassemble your (smaller, less complex) social circle on a new platform.

And so: on average, young people like platforms less, hate them more, and have both less to lose and more to gain by leaving one platform for another. Sure, some young people are also burning with youth’s neophilia. But even without that neophilia, young people are among the first to go when tech bosses start to ratchet up the enshittification.

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