Foreword
Peter Gluck has observed that I
am frequently citing and referring to the author Nassim Nicholas Taleb at our
Forums. Now I have decided to write a small essay about the possible
applications of Taleb’s philosophy to Cold Fusion (LENR)
I don’t claim that I have
achieved a complete, thorough or deep understanding of Taleb; this paper is
merely just a start-point for discussions. I also have no doubts that the
rather radical philosophy of Taleb has convinced everybody.
His recent book ‘”ANTIFRAGILE”
similarly to the previous ones, is rich in content, however based on a few
simple ideas.
Taleb has spent 20 years as trader of
derivatives, he is originar from Levant (Liban, Syria), was educated in France
and the US, writes in a very sharp style sometimes even brutal and aggressive
against all those who, in his judgment, are responsible for putting our Society
in danger of death.
His profile reminds me, more or
less, personalities as Nouriel Roubini, Jean-Paul Biberian, Martin Fleischmann,
Dan Schechtman, and it is in accordance so well with the “stranger” as shown by
the French sociologist Norbert Alter. Being a stranger i.e. coming from an
other culture- and this can be an other country, an other profession, an other
technology, other type of organization facilitates the stranger to understand
that the things don’t need to be in a unique, standard manner. This says Alter
can be sometimes a great competitive advantage.
Here are some links to notes of
the readers of “Antifragile”- see References: [antifragile-wsj],
[antifragile-continuations], [antifragile-nytimes], [antifragile-dunbar].
However no one comprises the entire substance and spirit of this opus,
therefore the best is to read the book, perhaps avoiding coffee because you can
find it shocking.
The Black Swans
The ‘”Antifragile” book is a development of
Taleb’s work regarding the concept of ‘black swans’ and the importance of
radical hazard, the ‘unknown unknowns’ see the “not cognoscible”.
A “black swan” is an event
supposed to be impossible and that has been never observed before... Historically, the black swans carry the
essence of catastrophes, revolutions, of radical discoveries, of the financial
gains and losses. They are ignored, are unpredictable by definition however
they are dominating over the predictable and important events.
It is nothing magic in their existence;
even if they are rare, they are also numerous; it is probable we cannot know
the day when they appear. All the predictions based on the past are absurd
because they ignore the most powerful impact of the black swans.
Taleb also tells us the story of
the Thanksgivings turkey that can think that humans are so nice and feed it
just for its comfort. Than one day, a surprise comes for the turkey- it will be
served for dinner. Similarly, says Taleb, the analysis of the most recent past
with too many details is dangerous because it instills false confidence.
Predictions of the Black Swans
from the past?
Taleb reminds us that despite
everything, we are many times trying to find out “a posteriori”- after the
event the reasons why Black Swans have happened in the past. For example the
tsunami from Sendai which Has killed 20000 people and has ravaged the nuclear
central of Fukushima had been actually predictable
For some tens of years, given
that the seismic fault line which was believed to be sliding (and thus limited
to earthquakes of force 7) has been de facto eventually accumulating constrains,
tensions (and thus permitting an earthquake of force 9). In that area, despite
a collective amnesia, you can easily find the traces of tsunamis of comparable
force that have happened centuries ago. But it has happened some rewriting of
history and fact is that nobody has really integrated these scientific facts.
An other example is the
prediction, in detail, of the ‘subprime’ crisis by Nouriel Roubini, who like Taleb,
Fleischmann, Shechtman, Wegener, Wright was radicalized by the owners of consensus
despite obvious retrospective proofs.
In this sense, cold fusion is a
black swan hidden in plain sight as the Sendai earthquake. Cold Fusion will disintegrate,
melt, annihilate all the planifications, all the predictions, will destroy
thousands of billions of investments, by creating other ones, will take the
power and give it to others making senseless myriads of pages of regulations
and laws. Cold Fusion will redistribute the geopolitical maps, the sociological
maps, the demographic, ecological, scientific, academic maps. However this risk,
both exciting and terrifying is not taken seriously in consideration by those
who could suffer or benefit from to it.
I am not speaking about putting yourself
in the position to believe that Cold Fusion really exists (as I do) just simply
about protection in the improbable case that cold fusion can be real... as you
seek protection against the asteroids, an attack against France’s sovereign
debt, or catastrophic climate change by heating/cooling. This simple fact as well
as many similar ones seems me to be terrifying blindness. Unfortunately this is
a general case that leads me to desperation.
Except of Taleb’s message, this
cognitive blindness is also reported closely in the work of two other authors
whom I have discovered and this has allowed me to describe formally more
exactly what I have observed.
At one side, it was Thomas Kuhn
(see a summary in English: [kuhn-sj] ,
and in French: [kuhn-cnam]) who in the “Structure
of Scientific Revolutions” explains the incapacity to convince a supporter of
an old paradigm. They are unable to see the anomalies in their own paradigm;
they cannot take in consideration proofs not supporting their “world”. They are
daltonists in a sea of red flags. For Kuhn, that blindness can be brought
closer by the cognitive transition observed when viewing the duck-rabbit/
rabbit-duck optical illusion. A proof of accepting a point of view that was Finvisible before.
On the other side, Roland Benabou
has presented a numerical model that explains rationally the collective
illusions and group-think observed in financial bubbles, in some industrial or
financial catastrophes. His model (see: [benabou-delusion] and its appendix “patterns
of denial” is based on the observation that humans can ignore the facts for
protecting their estimation of richness, rather than their richness. This is
produced when the individuals cannot get rid of the negative consequences of a
collective delusion by individual lucidity. A mechanism of Mutual Assured
Delusion is stabilizing the system by ignorance of the perturbing facts, by a
violent brutality against the dissidents and this is increased when the moment
of truth is nearing. The delusion trickles down the hierarchical chain.
Despite not being actually cited
by Taleb, these two concepts of cognitive blindness i.e. the paradigmatic blindness
for Kun and the mutually assured blindness for Benabou, explain how black swans
can exist even if the information is public and the probabilities can be easily
evaluated.
In a way, this is what we call “an
elephant in the room’ i.e. an obvious
fact that everybody refuses to
see and it will be a surprise when its existence cannot be more ignored.
Cold Fusion will thus be a black
swan, despite the fact that it is known for over 20 years and there are strong
signs that it will be industrialized within 3 years. It is an elephant in the
room as was the subprime crisis in 2005, the explosion of the Internet bubble
in 2000 and others. I will not cite but
these all start to make noise in the room of consensual science but it is not
understood from where the noise comes. This would seem hilarious but it is
tragic.
Concavity, convexity,
fragility, robustness and antifragility
Taleb is a trader of derivatives
and his profession allows him to understand that some enterprises suffer, while
others take profit of surprises. This is the subject of this book that
introduces the concept and the word “antifragile” that has not existed till
now, describing the systems that take profit of surprises. Among other things,
it is very instructive to observe that this word was not used despite the fact
that we all know the people, the enterprises, the communities, the animals
taking profit of changes, catastrophes, revolutions for developing. Taleb
explains that the world is not constrained/ruled by the dictionaries.
He introduces the mathematical
concept of convexity/concavity see [taleb-medconvexity] for explaining how the
changes can have so different effects on the systems. A convex system will
suffer a bit due to some changes but will profit much due to other changes. It
will be antifragile and will develop as faster as the world changes and will
furnish surprises to it. In contrast, a concave system will take a small profit
from some changes and will suffer much due to other changes. It will be
fragile. Between the two, there will be the robust systems which are quite
linear and of lower interest for us here and now, despite the fact that the
theories and planifications of our modern world are based on linear hypotheses.
Taleb explains that the
organizations that are based on the predictions for the future are becoming
more and more fragile and their gains are diminishing. Thus, the financial
institutes using complicated models of risk management, or the industrial
installations that are modeling all the possible risks, will perish. At the
first surprise, everything collapses. This also happens to all the systems we
are trying to keep very stable- humans, economies, machines. All are tending to
become instable due to time and the impredictables and the transitions are
sudden, unmanageable and the players have no experience for managing them. He
also debunks the American central bank; -"I can compare it to our French system that I like but that makes us so fragile.
In opposition, Taleb speaks about
the antifragile systems. The living systems are naturally antifragile in reasonable
limits. He also explains that the antifragile systems are made of fragile
components individually as this allows them to reconfiguration. He also speaks
about restaurants, the taxis, the traditional markets, the species, and the civilizations.
I see that here belong also the
non-formal economies of the developing countries that cope well with the
financial crises.
And now about what concerns cold
fusion.
When I have read about the status
of the papers around 1993, I was amazed by the fact that cold fusion appears in
situations far from equilibrium. And is favorised by changing of its environment.
I also have seen that the scientific method is fighting against the changes
instead of trying to control them. Cold Fusion will be antifragile in some
extent. And the behavior of the academic science was quite fragile. The vision
of Kozima is sensitive in a chaotic manner to the parameters has been confirmed...
However, the scientific community
of cold fusion seemed to behave quite as an antifragile system due to its variety
and the mania of each researcher to add his small personal contribution.
The community disregards the
scientific method by not reproducing identical experiments and because the
reproductions are not done exactly. This gives to the community of scientists
non-planed and non-orthodox a plethora of antifragile behaviors, despite the
fact that the individual players are trying desperately to follow their pet
theory and to enforce the LENR reaction in a stable environment not convenient
to it however helping the building of theory.
An other point, if we follow the
model of Thomas Kuhn, is that the science
when it is ‘
“normalised” (as Kuhn defines it)
by establishing a convenient paradigm becomes more and more fragile being
unable to take profit of its predictions.
A path for creating an
antifragile version of cold fusion is called up in the literature. The lack of
reproducibility of cold fusion via electrolysis can be controlled by the use of
a powder or foam or an other structure as the surface of the Celani wires all
these having a variable efficiency depending on the parameters in variable
manner.
You even can imagine that the reactive particles might activate in the
aleatory mode the
inactive ones or deactivating others. In this frame,
the changes can
reactivate a reaction in an ‘antifragile’ logic of control.
The essential will to
maintain a variety in the population of particles
Optionality :
trial and error is the secret of innovation
Taleb explains that the secret of
antifragility is “optionality”. Being a financist, Taleb knows well the concept
of financial option, a contract that for a modest price allows you to buy or
sell one asset at a given price and that you can use this only when this is
advantageous for you...
He explains how this concept can
be applied for the choices in life and that we have to search for the kind of
situations in which you can gain a lot but you refuse to loss if this does not work.
He also proposes a style of
exposition to risks. The goal is to catch the small risks in the form of
non-limited improbable gains and modest losses. He recommends avoiding
controlled risks because these are never really truly, controlled, just under-estimated.
Eventually he advises a mode of life in the form of very solid options (sure
savings, a comfortable profession) and those risks without limits to gains but
with acceptable losses.
He says that the inventors, the
innovators are doing this being given that they are searching using the
trial-and-error method, see: [thesis-innov]). For them, the best is to try
what is improbable, however not costly for experimenting. He will have many
failures, but not so expensive, but also more successes than predicted and
these are producing the gains, sometimes quite gigantic ones. He remarks that
most of the great scientists are combining a good, quiet profession with
speculative researches (Einstein, Lavoisier)
If the research is done by the planed
science, this tends to make innovations that are of higher probability even if
more expensive. I cannot avoid to think about Hot Fusion (Tokamak, Laser) He is
opposed more generally to everything that is too big to fail. And I see a general
rejection of big physics in the favor of heterogeneous researches.
He also debunks the centralized public financing that is
made to the detriment of the private financing
In opposition, I favor the less expensive research for
cold fusion, supporting the Chinese team that is testing the EmDrive of Shaywer, also supporting the
tests of fusion by cavitation- but taking care to not lead these on paths with
no outlets. The edisonian approach of Rossi should appeal to him also much. He would
not be surprised that a major breakthrough was made by an enterprising group
of engineers trying to save a bankrupt country, and helping to regain its
ancient pride.
His position is joining those of other specialists in
innovation as Norbert Alter ([alter-innov-fr])
Lecturing birds how to fly.
Taleb is quite harsh towards the academic world, which
according to his point of view tends to believe that the theory is essential
for the practice of technologies
For cold fusion, this problem is visible in the contempt
of the holders of the great physics toward the practicians of electrochemistry,
radiochemistry or more recently toward the inventors or the garage engineers.
I see for cold fusion that the focus on theory in the
detriment of acceptance of the experimental facts has done endless harm to the
field It has created a pathological inability for the dominant physicists to
accept the facts. This has determined the dominant journals to require
theoretical positions that can be well supported; therefore the cold fusion
physicists are proposing theories that are more or less revolutionary but never
flawless and this leads to radicalization of the field. Those who perform experiments with light hydrogen
and nickel are still not very popular yet...
It is clear that the most enthusiastic supporters of cold
fusion (me too at the start) are falling in the trap to believe that cold fusion
would not fly if it is not taught about aerodynamics.
As usual, history has demonstrated that there are the
inventors, the men of practice, and the researchers of the field who make the
breakthroughs. First, fantastic international class experimenters as
Fleischmann, McKubre or Bockris, then came even crazier breakthroughs, the most
unimaginable as a stubborn Italian wounded by a legal injustice or Greeks
desperate due to the collapse of their country.
History being written by the losers.
During his
diatribe against the academic world, Taleb explains how this world manages to
re-write the history of innovations for justifying its dominance, as well as
the ruling of theory opposing to the true practicians. He gives diverse
examples as the calculus of the financial options, but also the aircraft
reactors. The list can be completed with the semiconductors, the airplanes and
the nuclear reactors.
Each time the
official history tries to convince us that inventions are due to some
theoretical breakthroughs. It also tries to hide the importance of filthy harassments,
of the insults, the ridiculous debates and retro-actively tries to disseminate
doubts regarding the competence and the rigurosity of the true inventors, as
well as regarding the importance of their discoveries.
I have met such
re-writings of the history in France at the sites of scientific information
regarding Dan Schechtman. For cold fusion, it seems that the movie “The
Believers” was prepared for accusing Fleischmann and other researchers of their
lack of scientific rigor thus promoting the unjustified skepticism. The manner
in which the history of the Wright brothers is re-written is also edifying.
I am waiting now to see how, after a period of ridiculous
denying and desperate terror against the last hour dissidents, the academic
scientific media (SciAm, La Recherche, Nature, Futura-Science) are inventing a
hilarious story for us, explaining how an academic laboratory has discovered a
means to prove cold fusion and to commercialize it, despite the lamentable work
of the laughable pioneers and some incompetent people from the industry.
Less is more
A key concept of the vision of
Taleb is that information is not beneficial, because it hides the facts. Information
gives a fallacious confidence in the modelisation of the future; the future
will be so more surprising as the model is more precise. I recall the subject
of finance and a controversial scientific subject for which I heard the
expression of “a precisely false model”. This concept is telling me so much
more because I have optimized the calculus for such models (this explains why
Taleb is not surprising me)
The conclusion of this that we must not try to understand
and modelise but we have to conceive a system which adapts, re-organizes,
despite or due to the impredictibles. The simple phenomenological models with
good security margins are preferable to models based on full physics. These
aesthetical models unfortunately calculable too, are responsible for many great
errors very difficult to accept considering the huge investments made.
This is a vision that could
inspire the innovators in cold fusion, and make them less shy due to the
absence of a theory. Probably it has to be predicted how to adapt to the
uncertainty of the reaction and to take profit from changes by using dynamic
methods of control- ruling.
Taleb also describes an other
useful method for predicting the future. He affirms that the predictions of the
future announcing new things are never realized. Contradicting him, what can be
predicted is the disappearance of the unpleasant characteristics. It also can be
predicted the disappearance of the telephone wire, of the fuels and the toxic
gases from the car, of the annoying work, of commuting, of unpleasant shopping,
of airports, railway stations and railways, of the roads for cars, of noise.
How ? It is not known but I am sure it can be done, it will be done. The
rest is a black swan and this tells us that within 20 years an EmDrive fed by
an LENR reactor with direct thermodynamic conversion in a light backpack will allow
us to walk or fly peacefully
with our friends. Or to Tibet being protected against rain by a field of forces
not imaginably yet today.
For predicting the future what will be changed by cold
fusion, it has to be understood that cold fusion can REMOVE : the smoke of
automobiles, the stoves, the high tension electric lines, the pumps, the
railway stations, the cars that are dangerous for the children in the town for
the bikes in the country, the connections to the electrical grid, to the pipes
of natural gas, to drinking water, to the wires of heaters, to the credit
cards, the TV, the chargers of the phones, the PCs.
The Lindy Effect
Add to this a complementary heuristics the Lindy Effect that
says that the antifragile species, the inventions have a life expectation equal
with their age. If these have survived, this is because they have good reasons
and are resistant to the changes. If it is ancient as the shoe probably it will
last still very long time. If it is younger that the piano it will not live so
long. It can be estimated that the car, the airplane, the telephone will persist.
The outlet to electrical current even if it seems it will disappear, actually
can survive for longer time than we imagine.
Taleb thus gives here a methodology for predicting the
future complementing other approaches.
Skin in the game.
Taleb also presents an other interesting concept, the
necessity that the risk takers should suffer for their errors. The Hammurabi
code says that if a house collapses and kills its owner, the builder of the
house should be sentenced to death. We need to enforce skin in the game for “evil antifragile” executives who are able to rebound fallen enterprises to fragilize new enterprises. "
For connecting the risk taking to reality it is necessary, but not sufficient that those who are fragilizing the system should be severely punished if their confidence is destroying the system. Read [skin-proj]).
For connecting the risk taking to reality it is necessary, but not sufficient that those who are fragilizing the system should be severely punished if their confidence is destroying the system. Read [skin-proj]).
In cold fusion, the players are many times heavily
investing and are paying a high price for their dissent. The problem is- I
cannot see how most of them will benefit from the development of cold fusion.
What’s even worse knowing the behavior of the academic world, I suspect that
they will be buried in order to hide the tragedy to the public for the benefit
to some good mannerd and conveniently conformist academician.
Some of the players as Huizenga and Shanahan who have spoken
in public perhaps are risking some penalty. But in the same style as the bankers
they will be saved from failure by the
academic world and buried -really- with
discretion and comfort-as if they have been lived a life of glory. We can thus
state the antifragility of the academic world that profits both from the true
and the false, as long it is consensus. The committees of lecture and those of financing,
of giving prizes are feeding themselves well despite the reality. Contrary to
this, there is nothing real that pushes/motivates indeed the researchers to
risk their careers confronting an academic world with a closed ranking that
blocks the reality as long as it is possible, that is- till an application can
be developed and sold. Only irrationality can save the system as some imperfect
calculations similar to the error of Christopher Columb. I can imagine that the
heros of cold fusion have imagined that the way will be much shorter and they
will be crowned with glory
Eventually we have the people from industry and the inventors who put their skin to risk by losses but who
also can have big gains.
. It is therefore logical that that progress can happen and
reality will prevail. They have no income to support a consensual myth as the
academic world, and no interest in hiding a fruitful reality.They have no incentive to support a consensual myth as the academic world"
Epilog
Taleb’s
book is 10 times more richer in content than the few pointa shown
here, however it can be already seen that the history of
cold fusion gets its
obvious and natural sense in this frame:
It can be already predicted for the near future:
- a re-writing of the history for blaming the pioneers and
recompensating some conventional academician
- using cold fusion for making some useless
or harmful elements as the fuels and pollution to disappear;
- unimaginable innovations, not the usual myths.
References.
Please do
not hesitate to use Google Translate and/or Bing translation for the French and
the English texts
·
[antifragile-continuations] http://continuations.com/post/51065634453/antifragile-by-nassim-taleb-book-review
·
[antifragile-nytimes] http://www.nytimes.com/2012/12/17/books/antifragile-by-nassim-nicholas-taleb.html?pagewanted=all&_r=0
·
[kuhn-sj] http://fr.slideshare.net/sandhyajohnson/the-structure-of-scientific-revolutions-thomas-kuhn-book-summary
·
[kuhn-cnam] (fr) http://www.cnam.fr/servlet/com.univ.collaboratif.utils.LectureFichiergw?ID_FICHIER=1295877018064
·
[canard-lapin] (fr) http://fr.wikipedia.org/wiki/Canard-lapin (en) http://en.wikipedia.org/wiki/Rabbit%E2%80%93duck_illusion
·
[benabou-delusion] http://www.princeton.edu/~rbenabou/papers/Groupthink%20IOM%202012_07_02%20BW.pdf
·
[taleb-medconvexity] http://www.fooledbyrandomness.com/medconvex
·
[thesis-innov] http://fr.slideshare.net/hervelegenvre/thesis-history-of-inventors
·
[alter-innov-fr] (fr) http://www.cnam.fr/servlet/com.univ.collaboratif.utils.LectureFichiergw?ID_FICHIER=1295877017789
·
[skin-proj] (fr)http://www.project-syndicate.org/commentary/improving-managers--incentives-by-nassim-nicholas-taleb/french (en) http://www.project-syndicate.org/commentary/improving-managers--incentives-by-nassim-nicholas-taleb
In the long march of human affairs, gradualism and evolution have been consistently shown to be the best strategy for orderly and prudent change.
ReplyDeleteThe systems that have developed over the centuries cannot be overturned in a shocking overnight revolution of disruption. That disruptive strategy will lead to far more harm to the preservation of the common good and the domestic tranquilly than chaotic replacement of existing critical infrastructure.
The oil fields, refineries, and gas stations must remain open for years and decades to fill the gas tanks of our current fleet of road transport. The electric grid must remain supported for years through the bills faithfully paid to the electric utilities by faithful rate payers.
The gas and oil pipelines should be gradually and slowly phased out as demand for the products that they carry slowly decrease.
LENR must be presented to corporate leaders worldwide as an innovation and technological advancement capable of providing increased margins rather than a threat to their current interests.
Disorganized and chaotic revolution serves the interests, welfare and prospects of no one, so great care and leadership must be taken to evolve society and our energy infrastructure in a well-designed, thoughtful, and decade’s long transitional process.
for lurkers, I relay the answer done on vortex:
DeleteI'm not sure that moderation is the best way, but even if so, I think it is impossible to control the spread of LENR.
LENR, once proven, even without retro-engineering, will be too easy to copy.
If Defkalion and rossi protect their IP, team lik Defkalion in Africa, China, Asia, Brasil, will create clone...
some mafia will create clone and some informal citizen networks will develop copies...
it will be uncontrollable.
If a neigbour propose me a Defkalion CHP clone for 5-10k$ I may discuss, but a small business in Africa will not discuss, to save the awful price of energy.
then the incumbent will have to increase prices because they are losing clients, and finally they will push competitors... they will die in less than 10 years, whatever the government or the corps decide.
At short term it may be reassuring to pretend it will be slow, you are right.
but it will be a lie.
LENR is not like nuclear energy, or even oil digging... it is small-sized, not hightech... it can be sold to individual at acceptable price...
If you forbid it it will be like US alcohol prohibition...
Just to complement, this article discuss of the lindy effect as Taleb explain it:
ReplyDeletehttp://www.fastcodesign.com/1671964/why-are-old-technologies-so-hard-to-kill-nassim-taleb-has-a-theory
I just find that they forget about the "less is more" principle, which says that innovation is mostly to remove things from old technology, not adding some...
I propose also that second level of innovation, can be to add a new element to existing technology, with the intent to remove something...
like adding wheel on shoes to remove effort when walking.
Can any of you comment on my essay at ? I don't understand why other people are not publishing similar analyses. My email address is p_racke@hotmail.com. Paul Rackemann.
ReplyDelete