Why Information Grows - A WICI Talk with Cesar Hidalgo

Page 1




Part I: Bits in Atoms


Charles Darwin Alfred Wallace

Ludwig Boltzmann



“Entropy is the price of structure”

Ilya Prigogine



Erwin Schrรถdinger. What is Life (1944).



Three Ingredients for the Origins of Physical Order Out of equilibrium Statistical Systems

Solids

Capacity of Matter to Compute



USD 2,500,000 or USD 1,300 per kg

13


14


Comparing Apples to Apples

@cesifoti 8


Apple I.
 First in the world, then in our heads. Apple II.
 First in someone's head, then in the world.

9 @cesifoti


Crystallized Imagination @cesifoti 17


18 atlas.media.mit.edu


19 atlas.media.mit.edu


Why do we crystallize imagination?

20


21





Part III:
 The Quantization
 of Computation

25


26


(aka Our Society’s Computational Capacity)

Knowledge and Knowhow

People
 (Networks of Cells) Networks
 of People

Personbyte

Time


Ronald Coase (1910-2013 - Nobel Prize 1991) Cheaper to buy

Cheaper to produce

market link

internal link

Boundary
 of the firm

28


Ronald Coase (1910-2013 - Nobel Prize 1991)

Size of Networks

Transaction Cost Theory

Cost of Links

29


Mark
 Granovetter Economies are embedded in pre-existing social structure.

The Strength of Weak Ties (1973) Getting a Job (1974) Embeddedness (1985)


Percentage of people who found their job through a friend of kin 58.5% Black Men

52% White Men

51% White

47% White Women

49% Deloitte’s Experienced Hires

43% Black Women

45% Non-entry level jobs at Ernst & Young 42% African American

1978 Panel Study
 of Income Dynamics

1989 NBER Study of
 Disadvantaged Youths

2014 New York Times


Francis Fukuyama 32


Size of Networks

Francis Fukuyama

Low
 Trust *but also Granovetter, Coleman, Putnam & Others

Trust*=1/(Cost of Links)

High
 Trust


Familial Societies: -Small Networks of kin. -Gravitate to simpler industries that can be managed by few people (agro, mining, retail). -Expect Government to create socialization efforts. 34


Trust Societies -Large Networks of non-kin. -Gravitate to complex industries (aerospace, 
 microprocessors) that require professional talent. -Self-generate instances to accumulate social capital (i.e. through associations). 35


social ties

finite network
 size

trust

transaction
 costs

Firmbyte Limit


(aka Our Society’s Computational Capacity)

Knowledge and Knowhow

People
 (Networks of Cells)

Networks
 of People

Firmbyte

Personbyte

Time

Networks
 of Firms


38


39


Part IV: The Complexity of the Economy

40


Genotype

Phenotype

41 * �Genotype" is an organism's full hereditary information. "Phenotype" is an organism's actual observed properties.


Fact 1: Economic networks are nested

Hidalgo Hausmann PNAS 2009

Bustos et. al. PLOS ONE 2012

42


Home & Office

Garments

Textiles & Fabrics

Cotton, Rice, Soy

Construction Mat.

Animal Fibers

Inorganic Salts

Cereal & Veg. Oils

Meat & Eggs

Machinery

Coal

Boilers

hemicals & Health

Aircraft

Precious Stones

Fish & Seafood

Tobacco

Fruit

Food Processing

Leather

Misc. Agriculture

Meet & Eggs

Beer. Spirits, & Cigs

Agrochemicals

Other Chemicals

Petrochemicals

Oil

Mining

Metal Products

Ships

Pulp & Paper

Electronics

Tropical Agriculture

Fact 2:
 Economies Diversify towards related varieties.

43 Hidalgo et. al. Science 2007


Adam Smith 44


Robert Adam Smith Solow 45


Paul Romer

Gregory Mankiw 46


Robert Putnam

Francis Fukuyama


Knowledge and Knowhow accumulated
 collectively by the system
 (Economic Complexity) Individual Knowledge
 (Human Capital)

Ability of people to connect
 (Social Capital, Trust)

Crystal of Imagination
 (Physical Capital)


ARE

R−squared = 43.14%

GDP per capita

10

10

4

3

USA

CHE NOR CAN SWE DNK KWT FIN JPN AUS NLD FRA DEU AUT SAU GBR NZL ITA OMN SGP HKG IRL ISR GRC ESP IRN VEN ARG IRQ DZA PANMEX PRT KOR CUB ZAF BGR HUN JOR MYS CRI POL BRA URY SYR CHL COL TUR ECU GTM MNG TUN COG PER BOL HND JAM CMR DOM PRY SLV THA AGO CIV EGY NIC LAO ALB PNG ZWE SDN IDN MAR PHL SEN LBR MRT LKA ZMB MOZ IND CAF GHA NGA KEN PAK CHN RWABEN MDG UGA VNM SLE ETH TGO NER BGD BDI BFA TCD MLI MWI NPL

−2

−1.5

−1

−0.5

0

0.5

Economic Complexity

1

1.5

2

Annualized economic growth observed between 1985 and 2000

Fact 3: Economic Complexity Predicts Future Economic Growth KOR IRL PRT HKG JAM CHL DOM SGP ISR JPN CHN ESP GBR TUR SLV ARG THA AUT GRC NOR NLDDNK ITA DEU HUN MEX LKA MAR CRI FRACHE BRA POL COL PER FIN SWE EGY MYS USA AUS ALB NZL VNM PHL TUN CAN BGD PAKPAN PRY IDN NPL GTM VEN IND MLI ZAF BEN HND KEN KWT OMN CUB ARE NGA UGA BFA BOL TGONIC SAU COG PNG ECU SENMRT ZWE ZMB MWI JOR CIV AGO MDG BGR CMR CAF TCD NER SYR RWA GHA SDN DZA MOZ SLE

R−squared = 44.28% 10% 8% 6% 4% 2% 0 −2% −4%

LAO

URY

ETH BDI

LBR

IRN

−6%

IRQ

−2%

0

MNG

2%

4%

6%

8%

Growth Predicted from Mismatch Between Economic Complexity and GDP per capita in 1985

Hidalgo & Hausmann PNAS 2009, and The Atlas of Economic Complexity MIT Press 2014

49


Fact IV: Economic Complexity
 Predicts Income Inequality

50

Hartmann, Jara-Figureoa, Hidalgo (in Preparation)



Pantheon 1.0

Human Accomplishments Pantheon 1.0:
 11,334 people with
 more than 25 language
 editions in Wikipedia
 (Macro Connections, May 2013). Human Accomplishments:
 4,002 people from the Arts
 and Sciences compiled
 by C. Murray in Human
 Accomplishments
 (Harper Collins 2003).

Jara-Figueroa, Yu, and Hidalgo. In Preparation (2015)


Writing

Printing

Film & Radio

Television

Jara-Figueroa, Yu, and Hidalgo. In Preparation (2015)


Life

Multicellularity

Humans

Teams

Institutions

Computational Capacity


@cesifoti

On Stores:
 June 2, 2015


Jun 2, 2015: Basic Books US & Penguin UK (English). Hoffman Und Camp (German), CITIC (Chinese)

Questions?

Video by Joe Withers: http://vimeo.com/69993101


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