archive.today: On the trail of the mysterious guerrilla archivist of the Internet

Do you like reading articles in publications like Bloomberg, the Wall Street Journal or the Economist, but can’t afford to pay what can be hundreds of dollars a year in subscriptions? If so, odds are you’ve already stumbled on archive.today, which provides easy access to these and much more: just paste in the article link, and you’ll get back a snapshot of the page, full content included.

For a long time, I assumed that this was some kind of third-party skin on top of the venerable Internet Archive, whose Wayback Machine provides a very similar service at the very similar address of archive.org. However, the Wayback Machine is slow, clunky, frequently errors out, and most importantly, it’s very easy for websites to opt out, retroactively erasing all their content forever. In contrast, archive.today has no opt-outs or erase buttons: like it or not, they store everything and it’s not going anywhere, with some limited exceptions for law enforcement, child porn, etc.

The Internet Archive is a legitimate 501(c)(3) non-profit with a budget of $37 million and 169 full-time employees in 2019. archive.today, by contrast, is an opaque mystery. So who runs this and where did they come from?

The origins and owners of archive.today

The first historical record we have of the site dates from May 16, 2012, when a “Denis Petrov” from Prague, Czech Republic registered the domain archive.is, the original name of the site. archive.today followed in 2014, and the site has since registered countless variations: archive.li, archive.ec, archive.vn, archive.ph, archive.fo, etc. Denis Petrov is a common Russian name, with pages and pages of matches on LinkedIn, but it may well be an alias: informer.com notes that the same contact information was used to register a series of very sketchy domains, ranging from “carding forum” verified.lu to piracy sites btdlg.com and moviesave.us (all long since gone), many seeded with German keywords (spiel, gewinnt, online).

Domains aside, “Denis Petrov” has little presence on the web, and three seemingly connected domains proved dead ends. The obvious denispetrov.com was an entertaining rabbit hole, with the author an accomplished programmer with an interest in Web automation, but it’s clearly the work of a New Yorker, they’re blogging at the tail end of a 25-year career and the blog dries up entirely in 2011, so it doesn’t match the place or time. denis.biz (2001) and petrov.net (1998!) contain nothing. The one intriguing bit of evidence we have is this series of screenshots (archive) where Brave’s tech support addresses webmaster@archive.is as “Denis”, but odds are that’s just from the same DNS record.

We can glean a few more clues from archive.today‘s web presence. The FAQ, unchanged since 2013 (!), states that they are located in Europe and asks for PayPal donations in euros. Looking through the voluminous Tumblr blog, featuring tons of questions but very terse answers, the author’s English is excellent but not quite native, with occasional Noun Capitalization also hinting at a German background. Yet they answer questions in Russian, and the site uses a Russian analytics engine.

The most interesting detective work to date comes from Stack Exchange, where Ciro Santilli managed to link the profile picture of an account archive.today once used to archive LinkedIn content to a “Masha Rabinovich” in Berlin. Even more intriguingly, in a 2012 F-Secure forum post, a “masharabinovich” complains about “my website http://archive.is/” being blacklisted. They pop up on Wikipedia as well getting told off for adding too many links to archive.is, including a mention that they’re using the Czech ISP fiber.cz, and their early edit history includes many updates to the pages “Russian passport” and “Belarusian passport”. “Masha” (Маша) is a common Russian diminutive of Maria, although it can also be a Hebrew form of Moses (מַשה), and Rabinovich is an Ashkenazi Jewish surname.

Early Github captures on archive.today are linked to a now completely disappeared account called “volth” (copy archived by archive.today itself), who was a fluent speaker of Russian, contributed extensively to NixOS (which archive.today uses) and has a profile picture not dissimilar to Masha’s. The linked volth.com domain is now only an empty husk, but it dates back to 2004, with early versions first doing some kind of sketchy search engine network marketing thing (2005), promising “Total Success in Internet” (2008) and eventually being put up for sale (2010), making it likely that its original owners the Espinosas are unrelated to whoever owns the domain today.

While we may not have a face and a name, at this point we have a pretty good idea of how the site is run: it’s a one-person labor of love, operated by a Russian of considerable talent and access to Europe. Let’s move on to the nitty gritty.

Infrastructure

There are two components to any archival site: the scraper that copies the pages, and the storage system where the pages are kept and retrieved on demand. Helpfully, the FAQ shares some details of what the storage side at least used to look like:

The archive runs Apache Hadoop and Apache Accumulo. All data is stored on HDFS, textual content is duplicated 3 times among servers in 2 datacenters and images are duplicated 2 times. Both datacenters are in Europe, with OVH hosting at least one of them.

In 2012, the site already had 10 TB of archives and cost ~300 euros/mo to run, escalating to 2000 euros by 2014 and $4000 by 2016. As of 2021, they have archived on the order of 500 million pages, and with the average size of a webpage clocking in at well over 2 MB these days, that’s a cool 1,000 TB to deal with. (For comparison, the Internet Archive is around 40,000 TB.)

The less discussed but more controversial half of the site is scraping, the process of vacuuming up live webpages. Since 2021, this uses a modified version of the Chrome browser, and the blog readily admits that the availability of computing power to run these automated browsers is now the main bottleneck to expanding the site. To avoid detection, archive.today runs via a botnet that cycles through countless IP addresses, making it quite difficult for grumpy webmasters to stop their sites getting scraped. Access to paywalled sites is through logins secured via unclear means, which need to be replenished constantly: here’s the creator asking for Instagram credentials.

Finally, the serving of the website is also subject to a perpetual game of cat and mouse: “I can only predict that there will be approximately one trouble with domains per year and each fifth trouble will result in domain loss.” As of today, archive.today still works, but users are redirected to archive.md.

Funding

The other major source of permanent uncertainty is the site’s funding model. We’ve established that its costs are considerable, but according to the creator, as of 2021 ads and donations covered less than 20% of expenses, with donations on the order of 6000 euros. PayPal donations, previously accepted, were switched off around 2022 since the creator could no longer top up the account, implying they’re in Russia, and they complain about the difficulty of doing cross-border payments “across the Iron Curtain”. Donations these days are via Liberapay, an obscure French non-profit organization, and YC-backed startup BuyMeACoffee. Surprisingly, the creator has a healthy skepticism of crypto, so this remains unsupported.

The other source of income is ads. The FAQ, far out of date, has a “promise it will have no ads at least till the end of 2014“, but there have long been Yahoo network ads injected on top of pages when you use mobile (but, oddly, not on desktop). Revenue is even more of a question mark, but apparently on good days they “almost cover expenses” (a remark that doesn’t quite square with the other comment about ads and donations together covering less than 20%), while on bad days they’re getting kicked out from serving ads because an archive of the Internet will inevitably archive advertiser-unfriendly NSFW content too.

Archive.today, not tomorrow?

So there we have it: the site is a one-man battle against entropy, constantly battling domain registrars, anti-scraping systems, copyright enforcement, easily spooked advertisers, and global financial system payment rails designed to obstruct Russian citizens. By staying anonymous and keeping a low profile, they’ve (likely?) managed to avoid the kind of legal tussles that have embroiled Alexandra Elbakyan of Sci-Hub fame, but they’ve still funded it to the tune of tens of thousands of euros during that time. They clearly have a second source of considerable income that’s likely somewhat sketchy as well, so if that ever goes away, archive.today is likely to go away with it.

The creator is fully aware that the site is a mere “weak tool” that is “doomed to die“, but the bus factor of one combined with its semi-legal nature means there can be no real continuity: there will never be a legally incorporated Archive.Today Foundation to carry on his work. It’s a testament to their persistence that they’re managed to keep this up for over 10 years, and I for one will be buying Denis/Masha/whoever a well deserved cup of coffee.

All images in this post feature the Bibliotheca Alexandrina at Alexandria, Egypt.

Mars the Arrival: an ode to the slowest game in the world

In a world embracing instant digital gratification, I’d like to compose an ode to a quirky game where the average length of a move is measured in days and even paying money can’t speed things up. This game is Mars: The Arrival (MTA), a Mars colony builder app by Heiwa Games, for Apple and Android.

First, a bit of backstory. I grew up on a steady diet of science fiction, SimCity, Elite and Civilization, and am thus always on the lookout for a decent Mars colony simulator. “Decent”, in my book, means bearing some resemblance to reality, so that (for example) materials should either be made locally or slowly and expensively hauled from Earth. Paradox’s Surviving Mars is typical in the shortcuts taken by big-budget games: metals can be obtained by having a drone zap rocks of metal ore conveniently lying on the surface, instantly turning them into refined steel. At the other end of the spectrum, the obsessively micromanaging Mars Simulator Project does things like assign each settler Myers-Briggs personality types and track the radiation exposure of their eyeballs, pretty much foregoing colony building entirely. Between the two lies a whole heap of pay-to-play trash, where materials can be magicked out of the thin Martian air and buildings completed instantly simply by forking out cash for credits.

One day, idly dredging the depths of the Play Store, I stumbled on MTA. As you start the game, you’re treated to a 3D view of Earth, where you can select your faction, and then another 3D globe of Mars, where you can select the placement of your nascent colony. Enjoy these shiny graphics while they last, because for the rest of the game, the UI is closer to Excel’s 1979-vintage predecessor Visicalc: green figures on a black background, slowly ticking up or down.

The core of the game is a resource gathering/city building exercise. Your initial objective is simply to become self-sufficient in the essentials (energy, oxygen, water, food), shuffling your meager crew around a cycle of researching new things and building buildings. Unlike any other game I’ve seen in this genre, there is no visualization whatsoever of what your colony looks like: the UI is a simple tree of expandable options with miniature icons, and if you complete a solar panel, the “Solar Panels” row ticks up from “1x” to “2x” and the Power panel adds +0.3 MW. There are no disasters and no surprises: if you run out of oxygen, it’s on you for not noticing earlier. Even a positively boneheaded move, like taking out your only habitat out of operation to build an upgrade, only results in leisurely red blinking and a slow but inexorable dip in the Happiness stat as 12 colonists find themselves squeezed into the 10-person Landing Module.

I was sufficiently intrigued by the concept that I reached out to Heiwa Games, and lead developer Stefan was kind enough to answer a few questions. On the inspiration for the game: “I was reading the Red/Green/Blue Mars trilogy of Kim Stanley Robertson. So I started with a space colony building prototype and focused on a realistic rather than on the typical game-style approach. The first prototype was “too close-up”. You had to piece building segments together forming a resource transportation network and you was supposed to see settlers doing their work. I felt that a more strategic “zoomed-out” approach would lead to the terraforming stage quicker so I started the second prototype that finally grew into the app you know today.”

It is difficult to convey in words just how slowly the game moves. One less than complimentary review compares it to “watching paint dry”, but most paint dries in under 24 hours, while in MTA it’s quite common to find yourself adjusting a shipment that’s going to depart Earth in three days (real time) and won’t actually reach you until a week has passed. The average small building takes at least 1 day to build, sending out an expedition takes over 4 days, and some late-game buildings can take up to 10 days, not including the week or four it took to gather the necessary resources. And because your colony is so strapped for colonists, especially in the beginning, you can rarely do more than one or maybe two things in parallel. A typical day of game play thus consists of loading it up, spending a minute or two shuffling people around just enough to kick off the next thing, and making a mental note of how many hours or days it will take until that thing will be ready and you should log in again. As I write this, I am well over 6 months into my first game, and while I’ve finally made it to the final phase, there’s still plenty of work to do to get to a stage where I can say I’m done.

Yet these nearly absurd constraints are also what makes the game interesting, and once you make your way to the Expansion Phase, the game turns into slow motion chess, where you’re often plotting your moves a week in advance. “With 8 settlers in the next ship, I’m going to need to expand beyond the Habitat into a Dome, so I’ll need to make sure I’ve got plenty of Construction Supplies. But I can only research the Dome after they’ve arrived, so it’s going to packed until they finish research and building. To keep everybody happy, I need to complete the Media Center, but then I’ll need to pull the Scientists from the Greenhouse and risk running low on Food…” The game undergoes a gradual fractal explosion in complexity, as you move from bare survival into exploration and industry, juggling exotica like biomass, hydrogen and rare earths. Maintenance also becomes a serious headache, since repairs are costly and take buildings offline, but if you don’t repair, they may break down entirely. And while the game has a classic Civilization-style tech tree, it’s kept completely hidden, meaning you need to figure out what to research as you go along and won’t find out even the basics like how much it will cost and who needs to staff it until each tech is done.

Stefan: “I have played mobile games a lot and while some of them are really fun, I hate this inflexible concept of almost all base building type games. Especially the concept of speeding up the game by using real money and selling virtual goods for real money. I am aware that developing companies need to follow this pattern in order to earn the money they need to keep going. However having a well paid job, this situation didn’t apply to me.”

MTA is free to play, but monetized very carefully. By default, you get a popup every now and then, offering a marginal boost to a future shipment in exchange for watching an ad. You can also pay for “Gold Member” status, which gets you access to the leaderboard; a “logistics contract”, which lets you randomly reshuffle future shipments that are 3-6 days away, and a “sponsor contract”, which lets you skip the ads and still get the extra loot. None of these options speed up the game or let you buy your way out of trouble.

This is not to say the game is perfect. Fuel for rockets, a key consideration for any settlement, is inexplicably missing entirely. There are no notifications or options for queueing construction or research, meaning you have to keep track of what’s going to be ready when. Escaping the long and tedious Expansion Phase requires hitting arbitrary targets for population and built-up area, but you have no control over the arrival of settlers and are arbitrarily blocked from any research related to local manufacturing, meaning the last couple of weeks are basically spent twiddling your thumbs. Last but not least, since the game contains no random events at all, once you’ve reached an equilibrium it’s a little too easy to stay there — at least until the Industry Phase comes along and your colony starts growing at 30+ settlers per shipment, forcing you to build like crazy just to keep up.

Given that the game’s audience is likely to have heavy overlap with hacker types, have Heiwa considered open sourcing it? Stefan says yes: “I have started thinking about how to grow the team. Currently we are three individuals, a coder, a tester and an administrator. I would really like to join up with other people that also have a burning passion for settling Mars and are willing to join a non-standard economic business model. Plan is to move the code base to git and make it available to a limited group of people joining up. So if someone reading this interview would be interested, please reach out to me using the support function of the app. Maybe we can reach the terraforming phase in terms of app development much quicker that way.

One feature in the works is a birds-eye graphic view of the settlement, so if you’d like to see this happen, drop Heiwa a line. Me, I’ll still be plugging away at my supply chain, watching the little numbers tick up and down.

Disconnect@Changi: How Singapore’s business bubble hotel quietly deflated

Bubble glamping at Jewel Changi, a more successful pivot

In February 2021, Singapore launched Connect@Changi (C@C), offering business visitors the tantalizing chance to brave pre-vaccine travel during the global COVID-19 pandemic, navigate a 12-step process more likely to cause than cure alcoholism, stay in a cubicle in a hastily converted windowless exhibition hall, meet visitors only through a wall of plexiglass, and get their brain tickled by a PCR nose swab test every two days. Singapore state media was dutifully boosterish:

“As the pandemic evolves, we must make the best use of technology and innovate. We must take this chance to reinvent ourselves and reimagine the future, for there is no going back to before,” said [Deputy Prime Minister] Heng, pointing to the Expo facility as a good example of how to do so.

[State investment fund] Temasek International joint head of strategic development Alan Thompson said the consortium is confident that there will be demand for Connect @ Changi, based on the number of inquiries it has received so far and its analysis of pre-Covid-19 business travel data.

Straits Times, 19 Feb 2021

Foreign media weren’t quite as enthusiastic:

Travelers can therefore get the worst bits of business travel – jetlag and air miles – but miss the perk of squeezing in some tourism or souvenir shopping.

The Register, 19 Feb 2021

A brief burst of follow-up news followed on March 9 when C@C checked in its first guests, notably including a Mr Olivier LeRoux from France, whose masked face can be spotted twice on the website’s top page, in this promotional review complete with video, and the press releases sent out for the occasion.

And after that, radio silence. In May, after a Delta cluster at Changi Airport, Singapore entered a new lockdown “Phase 2 Heightened Alert”. The facility was quietly “suspended until further notice” from May 28, and per the official website, remains “suspended” as I type this.

So during these 10 weeks, how many paying guests did C@C have? This CNA video, optimistically posted several weeks into the closure, reveals three tidbits: it had over 120 “bookings”, hosted “over 200 in-person meetings”, and most tellingly, the two-week suspension “affected about 13 guests”. (The video also notes guests “from even as far as France”, no doubt another nod to the intrepid Monsieur LeRoux.) C@C has its own Android app, whose Play Store stats reveal more than 100 but less than 500 downloads. Other evidence of visitors is thin indeed: the only actual trip report I could find was this story of a one-night stopover in the Financial Times, noting with a touch of British understatement that it “certainly did not seem overly busy during our visit”.

Putting these figures together, we can estimate that C@C checked in on average one guest per night, and if Mr LeRoux’s rather leisurely 4 meetings in 4 days is at all representative, those guests stayed for an average of two nights each. At the rack rate of S$384 per night (meals and transfers included), multiplied across 70 days, a ballpark figure for gross revenue would be around S$50,000.

We know that on opening day in March the project had 150 hotel rooms and 40 meeting rooms in Hall 7, scheduled to expand to 660 hotel rooms and 170 meeting rooms by May, eventually taking over all of Halls 7 through 10. This opening day media kit directory implies Hall 8 was used for at least some leisure facilities, and this CNA story from August claims Halls 7 & 8 each have a capacity of 660 rooms, for a total of 1320 rooms. Given the earlier average of two guests per night, this translates to an occupancy rate of 0.15% and a nightly revenue per available room (RevPAR) of $0.58. For comparison, the Singapore Tourism Bureau tells us the average hotel in Singapore had a pre-COVID occupancy rate of 86.1% and RevPAR of $186.10 in 2019.

That’s the income side, what did expenses look like? We have even less information to go on here, since as far as I can tell no financials have been disclosed, there are no public tenders accessible on GeBIZ, and activists raising awkward questions were met with legal threats. We can do some loose bracketing though: Halls 7 and 8 are 9,936 m2 each, which per the Building and Construction Authority’s estimate would cost $3,200-3,850/m2 to build out as a 4-star hotel, or $64 million dollars at the low end. BCA’s figure ignores land/rental costs, furniture and fittings, salaries, operating expenses etc, and I’m also assuming Halls 9 & 10 were never built out.

Now to be fair, that figure is for constructing a building from scratch, whereas C@C was built inside the existing Expo hall, which you’d expect to be much cheaper. However, according to this shiny promotional video from Surbana Jurong (with only 18 views, give it some love!), speed was key here, with the build completed in 14 weeks instead “3 years”, and that’s obviously going to drive up costs. What’s more, the chosen Prefabricated Prefinished Volumetric Construction (PPVC) aka “Lego block” approach is known to be 20% more expensive than regular construction, and the video calls out having to work within an existing building as being major headache, not an advantage, since you can’t (for example) use large cranes. Plus you’ve got the completely separated ventilation systems to build out. So cheaper, possibly; but 10x cheaper, unlikely.

As a sanity check on those figures, GeBIZ also reveals a tender (STB000ETT21000009) for “ADDITIONS AND ALTERATIONS” to Expo Halls 1-6, formerly used as a Community Care Facility, and while the details are password-protected, it’s public knowledge that the winning bid was just under $20M. (It’s also public knowledge that the 1990s-vintage ZipCrypto used for that protection is “seriously flawed” and can be easily cracked if the contents have known plaintext like, say, boilerplate-heavy tender PDFs, but that’s another story.) Dividing by 3 gets us $6.6M for two halls, but this estimate is almost certainly too low, since the original Expo CCF for workers was a much simpler facility (pictures here) closer to a field hospital than a 4-star hotel.

Nevertheless, assuming the expense is somewhere between these two benchmarks, the return on investment (ROI) on the project can be estimated to be somewhere between 0.0008x and 0.0076x. Oops?

At this point, it’s worth pausing to ask a simple question: how did they get this so very, very wrong? Obviously, I have no inside intel into the decision making that took place, but I strongly suspect it was a combination of two factors.

Saunas are awesome, hotpants are awesome, so sauna pants must be twice as awesome!

In most countries, the default instinct of bureaucrats is to do nothing. In corporatist Singapore though, where the state prides itself on being a business hub, the drumbeat from the Prime Minister down has been that “it is important for us to open up soon and allow more people to travel in and out of Singapore in a safe way“. It’s only when tasked with the conflicting objectives of allowing people to travel to Singapore, yet staying “safe” by not taking any risk of contagion in Singapore, that Connect@Changi starts to make any sense: we must do something; having people pay money to come to Singapore without actually entering Singapore is something that all bureaucrats involved can live with; therefore we must do it. Temasek justified the project through “analysis of pre-Covid-19 business travel data”, through which lens it’s a no-brainer: Singapore used to get 1.2 million visitors every month back in 2019, so if C@C can attract even 1% of that, surely they can fill 1200 rooms? Add in the label of “national resilience project”, get the government to bankroll it with no visible strings attached and hey presto, you’ve got a bubble hotel in three months.

The second factor is that in Singapore’s top-down environment people are unwilling to ask hard questions, the first and foremost of which is, “why would anybody want to fly to C@C?” The hotel was built squarely to meet the government’s needs, but most travelers during a pandemic are either workers that need to be physically on site or visitors going to meet family, neither of which you can do when confined to a shed, talking to visitors prison-style through a Plexiglass wall. For anything that you can do through a pane of glass, there’s video conferencing, which requires no flight tickets, hotel reservations, visa application processes or nasal swabs. Doubtless a simple survey of (say) Singapore Airlines frequent flyers would have made this clear, but what Singaporean bureaucrat would dare point out that the emperor has no clothes?

In a final irony, in August it was quietly announced that Connect@Changi has been converted back into a Community Care Facility, returning it back to what it was last December. Sic transit gloria mundi, only turns out the mundi was never particularly interested in transiting through a Changi bubble in the first place.

38 per hour? Predicting daily COVID cases from press release delays in Singapore

For the past year and half, many Singaporeans have come to expect the government’s daily COVID-19 case update at around 4 PM. Delays tend to mean bad news, as most recently shown yesterday, when the update was delayed by around two hours and revealed Singapore’s worst community transmission numbers ever (88 cases).

So I couldn’t help thinking: can we, the public, predict case numbers from the delay alone? In cryptanalysis, this is called a side channel, meaning we’re extracting information not from the message itself, but from metadata like timing.

Alas, the Ministry of Health does not timestamp its press releases, but fortunately avid Redditors do, reloading the page on repeat until the update shows up and immediately posting it for that sweet, sweet karma. Using the Reddit API, I quickly hacked together a simple Python script to extract afternoon-ish posts of moh.gov.sg links to /r/singapore and spit out the stats of how many local cases there were that day and how delayed the update was. After a little massaging by hand to account for inconsistent titles etc, I had a Google Sheet of 46 posts between My and July 2021. Here’s a graph comparing cases vs delays, with cases in blue and minutes elapsed after 3 PM in red:

Cases per day were sorted from least on the left to most on the right, and while the corresponding minutes of delay graph is spiky, the correlation particularly on the right side is clear enough even to the naked eye. Indeed, applying statistics 101, the Pearson correlation coefficient is 0.77 across the whole set (n=46), or 0.81 for days with over 20 cases (n=19), where 0 means no correlation and 1 means perfect correlation.

Applying linear regression via the FORECAST() function, we can now come up with a thoroughly unscientific prediction of cases per day based on the minutes of delay:

In short, a press release at 4 PM sharp averages out to 20 cases, and every hour of delay after that adds around 38 cases to the tally. Selecting points at one-hour intervals:

Press release timeMinutes of delayForecast number of cases
3:00 PM0-19
4:00 PM6020
5:00 PM12058
6:00 PM18097
7:00 PM240135

Why negative at 3 PM? Because the earliest time recorded in this sample was 3:30 PM. Here’s hoping we don’t need to add any more rows to the table.

Disclaimer: This is all wildly extrapolative and inaccurate, uses a poorly controlled sample, relies on the whims of random Internet posters, and doesn’t account for how unlinked, dormitory or imported cases may impact the delays. Short the STI or buy 4D at your own risk, and please don’t have a heart attack if some overworked social media person at MOH collapses from exhaustion and doesn’t get around to posting the zero-cases update until 8 PM.

Last revised on 19 July 2021.

Predicting Singapore’s next travel bubble

Singapore and Hong Kong recently announced what’s claimed to be the world’s first air travel bubble, meaning a controlled two-way corridor between largely coronavirus-free territories, with travel allowed for any reason and no quarantine required on either side. Here’s some speculation about what other countries could follow.

Don’t call us, we’ll call you

There are four countries that Singapore has unilaterally opened its borders to. However, none have yet to return the favor and none seem likely to anytime soon.

  • Brunei is the only one of the four allows any Singaporeans in at the moment, with a Green Lane for business and official travellers only, but they show no sign of easing up to tourists. Then again, the famously dull Abode of Peace is not too high on anybody’s bucket list.
  • New Zealand is closed to all non-residents, full stop. They’ve also made it clear that Australia will be the first cab off the rank if they do open up, but for time being it’s still returning residents only and they need to do a 14-day quarantine too.
  • Vietnam recently announced its first business-only green lane with Japan. Singapore may follow, but tourism is unlikely to come anytime soon.
  • Australia has been in talks with Singapore for a while, although the outbreak in Victoria put everything on hold. With that seemingly under control, things are moving forward again and the country recently welcomed its first quarantine-free arrivals from New Zealand. They’ve been careful to tamp down expectations though, and for time being it looks more likely that any relaxation would involve shorter/at-home quarantine, not a free-for-all.

The less naughty club

Another three essentially COVID-free regions, all in greater China, are considered safe enough by Singapore to require only a 7-day Stay Home Notice (SHN), instead of a full quarantine. My two cents: Singapore’s next bubble destination is quite likely to come from this group.

  • Macau was very successful at containing COVID, and has thus been very careful at reopening, currently permitting some travel from nearby Guangdong but remaining closed to the rest of China and the world, including Hong Kong. If they choose to reopen to HK, and discussions are already well underway, it’s likely Singapore will follow.
  • Mainland China has a business Green Lane with Singapore, but has yet to open to general travel from anywhere. HK and Macau will both need to come first before Singapore will be on the agenda.
  • Taiwan is planning to open its very first two-way bubble with the tiny (and COVID-free) island nation of Palau. If this works out, Singapore could follow, although you’d expect a business-only channel first. However, politics complicates things: Palau is one of the few nations that formally recognise Taiwan, but Singapore is not, and this is likely why Hong Kong hasn’t opened up to Taiwan either.

There is one more country on the 7-day list, although it remains to been for how long:

  • Malaysia, Singapore’s next door neighbour, was an early COVID success story and an obvious candidate for opening up. However, in early October things started going pear-shaped, with more and more local clusters popping up. The state of Sabah has already been put on full quarantine measures, and if things don’t improve soon the rest of the country may follow.

The fallen angel club

Two countries were previously on the 7-day list for other travellers, but have been relegated back into Division 14. (The third was Hong Kong, but they were rehabilitated on October 12.)

  • Japan remains a statistical anomaly, winding back a spike in August but still reporting hundreds of new cases daily.
  • South Korea has contained several outbreaks, but continues to struggle with low but persistent community transmission.

Both countries were popular tourist destinations for Singaporeans, and both have business Green Lanes in place, but until they can get community transmission under control, they’re unlikely to be Singapore’s bubble list.

The wish list

Various other countries have been proposed as bubble candidates. None seem likely.

  • The Maldives, with its self-contained resort islands, has been touted as being suitable for a travel bubble: just dedicate a few islands for Singaporeans only! However, while the Maldives already has an open-door policy to the world, they’ve paid the price with some of the highest per-capita COVID rates in the world, and it’s difficult to see what Singapore would get out of this.
  • Thailand has been remarkably successful at containing COVID, but they’ve kept their doors firmly locked to the outside world — you can’t even fly to or from the country on anything except government charters. There are no Green Lane arrangements, the Special Tourist Visa for hardy tourists willing to endure 14 days of quarantine was a spectacular flop, and now the shambolic military junta that runs the place is busy dealing with what’s looking more and more like a potential revolution.
  • Thailand’s COVID-free neighbours Cambodia and Laos have similarly restrictive policies, with tourist visas no longer issued and 14-day quarantines mandatory. It’s unlikely either would open to Singapore before Thailand or China.
  • Fellow air hub Qatar seems to be recovering well from a migrant dorm-driven outbreak even worse than Singapore’s, but driving cases down to zero is still a ways off and Singapore is a marginal trading partner at best.

And that’s pretty much it. Indonesia, Philippines, India, Europe, the Middle East, the USA etc are all dealing with what can only be described as raging epidemics, none of which look likely to be contained before vaccination becomes widespread. And while there are some COVID-free Pacific island states (Palau, Fiji, Vanuatu, etc), none have flights to Singapore.

Back in the dim antiquity of March 2020, I glumly predicted that the world would fragment into COVID-free islands in a sea of contagion. I was lucky to find myself on one of these islands, but it looks like there’s not going to be a whole lot of sailing between them anytime soon.

COVID theater: the upcoming gauntlet of dubious air travel safety measures

Security guru Bruce Schneier invented the term “security theater” to describe the showy but time-consuming and largely ineffective security measures adopted by airports in the wake of 9/11. As passenger flights fitfully restart in the wave of COVID-19, we are starting to see the first acts of its successor, COVID theater.  Here’s a breakdown of the theater’s performances, from the first stage of a journey to the closing curtain.

Stage 1: At the airport

Disinfection tunnels, booths and showers

Some airports are moving to mandate various contraptions that spray disinfectant at the hapless people passing through them, purporting to kill bacteria and viruses.  These are completely ineffective at sanitizing an actually sick passenger, whose viral loads are inside the body, of dubious efficacy at preventing surface-to-surface transmission, and if anything seem likely to be hazardous to health since the disinfectants used were never designed to be inhaled.  As a cherry on top, the most common ingredient is ethyl alcohol (ethanol), meaning that many Muslims, Hindus and others will justly object to breathing in the stuff.  In short, these seem to be the backscatter X-rays of the COVID era: hopefully this time it’ll take less than 12 years to ditch them.

Temperature checks

Thermal scanners have long been a familiar sight for travellers to Asian airports, and they were promptly dusted off when COVID rolled around, with Canada among others poised to mandate them.  While manual forehead checks are slow and error-prone — I’ve had several checkers report temperatures in the low 35s, meaning I’m apparently dying of hypothermia in tropical Singapore — those based on infrared imaging are a fast, scalable and sensible precaution.  However, we now know that COVID can be infectious before there are visible symptoms like fever, meaning that these alone won’t suffice.

Preflight COVID-19 testing

The gold standard of checking whether somebody has COVID-19 is the PCR swab test, but the logistics of testing people before they can board their flights are formidable.  First out of the gate was Emirates, which has kicked off mandatory COVID tests for all passengers checking in at Dubai, with results reportedly available in 10 minutes.  However, based on the linked video, this is actually a serology (blood) test that can only detect past infection, not a swab test that can detect current infection, making this pure theater.

On the government level, a number of countries like Thailand require that passengers bring along a negative real (PCR) COVID-19 test result, leaving the often rather involved logistics of getting this test to the traveler.  Hawaii is also following suit, and with time, as tests improve and become more easily accessible, I expect getting your brain tickled through your nose to become a sadly common pre-departure ritual.  Here’s hoping saliva tests become more common.

One practical complication I’ve rarely seen mentioned is the dubious accuracy of COVID tests, with rates for both false positives (healthy but tests sick) and false negatives (sick but tests healthy) varying between 3 and 20 percent depending on who you believe.  While false negatives are the bigger problem in epidemiological terms, they will be less and less common as the pandemic subsides.  The problem of false positives, though, will continue: if there’s 200 people on a flight, and 5% falsely test positive, that’s 10 people having their travel plans wrecked.  With one flight a day this might work, but what happens when an airline is dealing with thousands of false positives every day?

Check-in & security

Airports and airlines have been moving towards self check-in for a while now, but coronavirus has lit a fire under these efforts.  However, there’s enough complexity with visa checks and luggage and such that while airlines will do their best to steer people away, the manned check-in counter will remain.  Security will also continue to have humans in the loop, only with more social distancing.  There are already spread-out queues spilling out of the security areas, which were never designed with this in mind, and it remains to be seen whether this can scale as volume ramps up.

Lounges

Travellers to the US used to laugh at the shrink-wrapped apples on offer in United’s famously pathetic Club lounges.  Alas, it looks like COVID-19 will have the last laugh.  Many lounges have been closed entirely, and in those that remain open, social distancing and capacity caps are in, while self-service buffets and drinks are out.  First class lounges that offer food made to order can likely continue as is, but for the rest of us, it’s going to be brown bags and shrink wrap all the way.

Mandatory masks

Last but not least, most airports and airlines have now mandated wearing masks.   This one is not theater: while the efficacy of non-medical masks in protecting the wearer remains low, even the WHO has finally come around to recommending them to help protect others from the wearer’s own infection, so expect these to stick around.

Stage 2: On board

A typical passenger airplane refreshes its entire air supply every 2-3 minutes, making its air far cleaner than (say) a meeting room.  Nevertheless, more theater awaits onboard.

Seating

A lot of ink has been expended on airlines leaving middle seats empty, which is a non-starter: no airline will agree to abandon 33% of its capacity forever, and indeed none have actually done so.  A few have made disingenuous commitments about leaving middle seats empty unless the plane fills up, which was standard pre-corona practice anyway.

One more financially realistic alternative, though, is installing plexiglass dividers between seats in economy class, and one Italian company has already come up with a concept for this.  No public takers yet.

Airlines like Singapore Airlines have also stopped allowing advance seat selection: you sit where you’re assigned, complete with a rather odd division of the aircraft into separate compartments for transiting and non-transiting passengers.

Reduced service

If you think passengers on an airplane have it tough, the airline crew bear the brunt of it.  To cut down on the number of interactions with passengers, airlines are already cutting service left and right: no drink or meal service on shorter flights, prepackaged brown bags on longer ones.  COVID is also the last nail in the coffin for duty-free shopping.

As what this means for their work uniform, these two before & after pictures from Air Asia tell a thousand words.  At least the new uniform has a vaguely reassuring Santa Claus vibe to it.

Outside business class, where the extra space and privacy will be a better selling point than ever, it’s going to be really difficult for full-service airlines to compete against their low-cost brethren.  This applies even more in markets like Asia, where personal service and sex appeal remain key differentiators.

No hand luggage

One of the weirder evolutions of the COVID era has been airlines restricting carry-on baggage or even eliminating it entirely.  I’ve yet to hear an epidemiological justification spelled out for this, but presumably the excuse is to reduce the amount of time spent standing around shoving bags into the overhead compartments.  Conveniently, the increased time spent checking in and collecting bags is the responsibility of the airport, not the airline.

And more…

Airlines, bleeding money, have taken the opportunity to cut other perks as well.  Amenity kits consist only of masks and hand sanitizer, and most airlines have dropped the in-flight magazine.  Emirates has eliminated limousine rides, free wifi and live TV, and Qantas has stopped serving alcohol.

Stage 3: On arrival

The real fun, though, begins on arrival, or to be quite precise, while jumping through all the hoops needed to be even permitted to fly into a country.

Border closures

As this world map from IATA shows, something like half the world remains completely closed (shaded dark blue), with no international flights at all permitted.  Even the lighter blue “partially restrictive” countries are in reality entirely locked down to visitors, as the vast majority of them only permit their own citizens or residents to return.

Some of these travel restrictions made sense when they were first imposed, when you wanted to restrict transmission into a virgin territory.  For the COVID-free territories like New Zealand, continuing to maintain these arguably makes sense even today.  But for the vast majority of these countries, where the genie is well and truly out of the bottle within their own borders, complete closures make no sense whatsoever.

Quarantine

Since COVID-19 doesn’t care about nationality, and most countries can’t legally stop their own citizens from returning, large swathes of the world now require all incoming travelers to quarantine for 14 days.  Enforcement of this quarantine varies widely: in some countries you’re taken to hotels or camps and effectively detained for the duration, while in others you can stay at home to serve your sentence, perhaps with the odd phone call to check.  And if both sides require quarantine, even the shortest return trip now requires 28 days, which is a non-starter for anything short of moving countries for good.

As an aside, it’s curious how the number “14” has now become standard.  It appears to originate from Chinese estimates back in January of how long it takes people to become symptomatic, and it has been unchanged ever since, even though we now know not just that most people become symptomatic in 5-6 days, but that they appear most contagious a few days before that.  So odds are a 7 or 10-day quarantine would also catch 99% of infections — but what bureaucrat would dare break ranks and suggest so?

Bureaucracy and travel bubbles

As complete border closures become increasingly intolerable, various “travel bubbles”, “green lanes” and other schemes to allow tightly controlled travel are starting to sprout.  As one example, here are the twelve (12) steps required to travel from Singapore to China under the “green lane” process:

  1. Obtain a letter of sponsorship from the relevant Chinese organisation, whether it is a government agency or business entity
  2. The sponsor will file an application with the local provincial or municipal authorities
  3. An invitation will be issued to the traveller once the application is approved
  4. Apply for a visa at the Chinese embassy in Singapore, if required
  5. Submit health declaration to the Chinese authorities
  6. Take a COVID-19 swab test within 48 hours before one’s scheduled flight, at one’s own cost
  7. Once the swab test results come back negative, the traveller can board the flight, taking the necessary precautions, such as wearing a mask at all times, even in-flight
  8. Take another COVID-19 swab test and a serology test, which tests for the virus’ antibodies, once one has reached China, at one’s own cost
  9. Remain in a quarantine location designated by the local provincial or municipal government for one to two days until the test result is out
  10. If tested positive, the traveller will remain in China for medical treatment at his own cost
  11. If the test result comes back negative, the traveller can proceed with the itinerary that was planned by his sponsor, and he must adhere to it for the first 14 days
  12. The traveller must use China’s local health QR code for the duration of his stay

Since this process was designed by bureaucrats, there are no commitments regarding how fast these applications will be processed, much less details about what will be considered permissible grounds for travel.  Now multiply this across every pair of countries where you might want to travel, and it’s clear this will provide a much stronger brake on business travel than business visa requirements ever did.

On-arrival COVID-19 tests

As shown by the Singapore-China path above, an alternative to quarantine is mandating COVID tests on arrival.  Vienna in Austria was the first airport I know of to offer this, with results in 3 to 6 hours, and quite a few places like South Korea and Iceland have now followed suit.  You’re still typically detained until the test results are out, but at least you can be on your way, if not the same day then at least the following one.

My money is on this becoming the gold standard going forward, because no country is really going to trust any testing done elsewhere.  It’s just too easy to fluff up, forge or bribe your way to a negative test.  So expect arrival in a country to mean a smile for the camera, a digit on the fingerprint reader, and a cotton swab up your nostril.

Movement restrictions

But after you’re through the gauntlet, are you finally free?  If Japan’s proposals come to fruition, not really: despite successfully passing through all these hoops, business travellers permitted into the country will be restricted their hotels and offices/factories, with use of public transport off limits.  The mind boggles at how the bureaucracy can delineate what is permissible and not (customer offices? shopping malls? restaurants?), much less how they expect to enforce this.

Most other countries, such as (once again) South Korea, are outsourcing the job to technology: instead of trying to proactively limit where they can go, they just require foreign visitors to install a tracking app, so their movements can be traced afterward.

Is all this theater worth it?

Any discussion of whether these measures are “worth it” involves a complex calculus that goes beyond the already involved economy vs health tradeoffs of any COVID-related policy.  Airline travel is more emotionally charged than a trip to the supermarket, for travellers and decision makers alike, and there are two separate risks to weigh: the spread of COVID-19 between passengers, and the risk of bringing COVID-19 carriers to somewhere where they can infect others.

For the first, the sheer weirdness of being crammed elbow to elbow with strangers in a tin can hurtling through the troposphere for hours on end causes anxiety in many people at the best of times.  Now mix in the fear of catching an (occasionally) lethal disease and you can see why people are freaked out.  Airline travel is also one of few venues left where the 1% have to rub shoulders with the hoi polloi on fairly equal terms, meaning that legislators, a frequent-flying bunch, are directly incentivized to promote “safety”, certainly when compared to, say, worrying about working conditions at an abattoir. And America being America, airlines are fully aware that if they follow anything less than best practice, they leave themselves open to lawsuits. So if any one airline rolls out a safety measure, no matter how cumbersome or pointless, all others now face pressure to adopt it too, or risk having it used as legal ammo against them.

For international travel, though, the primary driver for these restrictions is the same as it is for security theater, namely politics. In the same way that nobody wanted to be seen to be soft on terrorists after 9/11, letting “diseased foreigners” into your country is electoral kryptonite, and we’ve already seen that while these restrictions were quick to ratchet up, they will take a long time to wind down.  (Fun fact: Richard Reid tried to blow up a plane with his shoe in 2001, and the TSA is still peeling off everybody’s sneakers almost 20 years later.)

So how big are the risks?  For on-board transmission, we know that with the original SARS, there was one well-known flight that saw at least 16 people get infected.   Yet to date there seem to be no signs that travel would be unusually risky: for example, the superspreaders events database at time of writing contains zero (0) known superspreading events within an airplane or an airport.  I’m no epidemiologist, but these 511 people interviewed by the New York Times are, and they figure that a flight is slightly riskier than a haircut, but slightly less risky than riding a bus or subway.

(Update: There has been at least one superspreading incident on an airplane now, namely case #17 in Vietnam, who appears to have infected at least 10 people on the same London-Hanoi flight.)

As for preventing COVID-19 from spreading at the destination, this is a clearer risk, and in the early stages of the pandemic the virus obviously spread from country to country by airplane.  The limiting factor for safety measures on this front is alternative methods of travel: if there’s nothing preventing you from driving from New York to Miami, or Frankfurt to Malaga, there’s not a lot of point to swab testing or quarantining flyers.  So here too it’s the locked down island nations like New Zealand, Australia and Japan, where arriving by air is the only realistic option, that seem likely to insist on the tightest measures for the longest.

Last year, I clocked 150,000 miles on a plane.  This time, it’s not looking likely that I’ll be on a plane again before the end of the year.

Islands in the sea: A simple model of a world with endemic coronavirus

TL;DR: The world is likely to soon be an archipelago of coronavirus-free islands in a sea of infection, and will remain so until an effective vaccine or treatment is globally available.

First up, a disclaimer: I’m not recommending any particular course of action, since I don’t claim to have the expertise to do so.  This is based entirely on analysis of the second-order effects of actions already being taken around the world today.

Creating islands

China has demonstrated to the world a simple and brutal but seemingly effective strategy to suppress the coronavirus pandemic. Isolate people in small groups, wait out the incubation period while removing the sick, repeat until everybody is healthy or dead.


Once you have created a coronavirus-free space, you also need to regulate entry to it to ensure no new carriers slip in.   Basically the same approach applies here as well: create an “airlock” by strict quarantine of all would-be entrants for 14 days, after which the healthy can enter.

Stating this in a few sentences is easy.  Actually implementing it with no gaps, meaning every local transmission and every infected visitor is successfully caught and quarantined, is fiendishly difficult, and many will try but fail.  If so, the world can soon be split in two:

  1. Islands, where local transmission of coronavirus is not present and there are strict entry controls to keep it that way.
  2. The rest of the world, or the sea, where coronavirus either is spreading locally or can be reintroduced at any time due to lack of effective controls on population movement internally or externally.

It’s important to note that islands need not be entire countries. A reverse quarantine zone, intended to keep disease outcan be implemented by any polity with control over its territory and the ability to keep out outsiders, be it a state, a province, a city, a farming village or a mountain cabin full of preppers.

So what?

If this pans out, the implications for the next year or two are enormous and complex, but we can draw a few straightforward conclusions:

  • Travel will remain extremely restricted.  Islands, paranoid about becoming infected, will be slow and cautious about opening up to other islands, hostile to anybody entering from the sea, and unwilling to send anybody into the sea themselves.  Would-be islands, trying to prevent new carriers from entering, will also restrict travel and apply quarantine measures.  Truly dysfunctional governments will be unable to restrict travel in or out, but their population will have other priorities.
  • Poor countries are likelier to end up under water.  If they lack the ability to enforce population isolation, keep their borders locked down, detect the inevitable slip-ups and track down their contacts fast, they will not be able to stop transmission.  Premature declarations of victory, followed by lapses back into the sea of community transmission, are likely.
  • Larger nation states may fragment.  If a country-level island is not possible, smaller entities may try to form their own.  For example, the Australian island state of Tasmania has already requiring all arrivals even from the rest of Australia to quarantine for 14 days.
  • Herd immunity in the sea will not end travel restrictions.  The population of the islands is not immune, so they will continue to heavily restrict travel from the outside.
  • Only universal vaccination or an effective early-stage cure will dry up the sea.  These are the only controlled ways to either bring immunity to the islands, or make the risk of getting sick tolerable. Even after islands vaccinate their own, they will continue to restrict travel from infected zones, because no vaccine is perfect or available to all.

 

Mofobikalypse: Mobike is Sydney’s last bike share still standing

Back in February, I prognosticated that despite having the worst bikes to ride, Mobike was going to win Sydney’s bike share war.   Three months later, it’s starting to become clear that they did indeed win… so far.

Four reasons Mobike won

The first reason is simple: they’re the only ones still trying.  In the last few weeks, not only has a fresh flood of Mobikes hit the streets, but some of them are the next-generation Mobike Lite 2nd gen bikes that are much lighter than the old ones and have seat height adjustable up to 180 cm, making them so much more pleasant to ride.  Still no gears, and they feel a lot flimsier since they have a normal, exposed chain transmission instead of the Heavy’s fully encased shaft, so it remains to be seen how they’ll stand up to the mean streets of Sydney, but all in all they’re now almost as good as Ofo bikes used to be.  By comparison, what was the last time you saw a new Ofo or Obike?

On that note, while the few remaining Ofos and Obikes are looking pretty beaten up these days, the indestructibility of Mobikes has served them well and the average Mobike is still perfectly functional, although it’s worth checking the brakes before taking off.  That said, some troglodytes have figured out that if they smash the lock button with something hard enough, like their skull, they can not only pop off the button, but bend the underlying pins so badly that people can’t unlock the bike anymore.  Sigh.

Third, Mobike has much better pricing.  Single rides start from $1.50/hr, which is already better than Ofo/Obike’s $2 minimum, but the killer app is their $7 per month Mobike pass, which gets you unlimited 2-hour rides.  My typical ride is ~1.5km around Darling Harbour between the office and the bus stop, so if I do this twice a day for four weeks, I’m looking at $160 on Ofo… or $7 on Mobike.  Not a hard choice, is it?

Last but not least, Mobike is the only one still restocking helmets: here’s a recent shot of 6 Mobikes in a row, where every single one has a helmet.  (Although I’ll admit this was more like winning the lottery than a daily sight.)  Given that the boys in blue are actually enforcing the law every now and then, meaning you risk a stonking $319 fine if caught without one, you’re a fool to bike without a helmet — and good luck finding one that’s not orange.

…but for how long?

All that said, I’m not sure how long this current happy state of affairs will last.  Restrictions are getting tighter, with the entirety of Darling Harbour (including the bike racks!) being marked as a no-parking zone in the Mobike app despite being possibly the best place to bicycle in the inner city, and those helmets will keep disappearing unless either the law is changed or Mobike comes up with a way to enforce returning.  (Side note to Mobikers who just plonk the helmet in the basket: stop doing that, srsly.  Lock it up.)

But that’s the other nice thing about the $7/month plan: you don’t need to commit too far in advance, and you can always stop when it’s no longer working for you.  In the meantime, I’ll keep Mobiking.

 

Mofobike: A personal comparison of Sydney’s bikeshare programs and why they’re all doomed

For the past half year, I’ve been a regular user of Sydney’s three largest bike share programs, Obike, Ofo and Mobike, riding mostly in and around Darling Harbour.  Here’s my quick review of each and my prognostication of who’ll win the bikeshare war in the end.

Obike

IMG_20180217_115828.jpg

Singapore-based Obike was the first major player in Sydney and I was a regular user for a large part of last year.  First ride deposit is $69 and rides cost $2/30 min, although a steady stream of promotions means that you’re unlikely to have to pay either.

Bike (♥♥♥): Obike’s bicycles are usable, but distinctly unexciting.  The seat is low and can’t be extended very far, making them quite painful to use if you’re tall.  To add insult to injury the adjustment mechanism is flaky, meaning the seat often twists or slowly sinks as you ride.  The bike is kind of heavy and there are no gears, which is not great in Sydney’s hilly terrain.

App (♥♥): The Obike app, at least on Android, fails at its basic tasks: it’s remarkably bad at finding bikes, with the map being essentially useless, and it’s even worse at unlocking bikes, to the point that around 1/3 of my attempts fail.  Add in mangled English and nonexistent support, and it’s a real pain to use.

Availability (♥♥): At least in my neck of the woods, Obikes are getting increasingly hard to find, and when you do find one…

Maintenance (Ø): This is Obike’s Achilles heel.  Horribly mangled Obikes, with wheels bent, seats missing etc are a common sight in Sydney, while Obike helmets are an endangered species.  The locking mechanism is also brittle, with the pin missing on half the bikes and the locking bar itself bent out of shape on the other half.  All this means that it’s increasingly rare to see a usable Obike, and near-miraculous to find one that’s both in shape and has a helmet attached.

Verdict: Doomed.  So in December, despite Obike frantically flinging free credits in my direction with absurd promotions (“take three free rides and we’ll give you ten free rides!”), I gave up completely and got my deposit refunded.  It’s a matter of time before they give up too.

Ofo

img_20180217_115840.jpg

Ofo, originally from Beijing, was the second player in Sydney.   A deposit is not required and while rides would normally be $1/30 min, they are offering unlimited free rides until the end of February.

Bike (♥♥♥♥♥): Ofo has, by a long shot, the best bikes in the game.  Each bike has three gears, so they’re good on both hills and flats, and the seat can be extended far enough to make biking rather pleasant even if you’re tall.

App (♥♥♥♥): Ofo’s app won’t win any awards, but unlike Obike it’s solid: the bike unlocks every single time like clockwork.  There are some minor UI glitches — for example, ticking a broken pedal when reporting damage throws errors — but overall it gets the job done well.  One mildly annoying nit: the bar code under the seat is kinda small and at least my phone’s camera has a hard time focusing on it to scan.

Availability (♥♥♥): Ofos are pretty ubiquitous, although not quite as common as our next competitor.

Maintenance (♥♥♥): Ofo’s bikes are noticeably sturdier than Obike’s, and it’s rare to see a wrecked Ofo.  They seem to get moved around pretty regularly and also restocked with new helmets on occasion, although this seems to be going slowly downhill.

Verdict: My favorite. If there’s an Ofo around, I’ll take it, and I hope they’re going to survive, although odds are they will be crushed by the juggernaut that is…

Mobike

mobike_public

Mobike, also from Beijing, is the world’s largest bike share company.  Only the fourth entrant to the Sydney bike share market, they’ve come in with a bang and have the largest fleet at the moment.  No deposit is required and there’s a 7-day free trial, after which rides start from $1.20/30 min.

Bike (♥♥): Mobikes are built like tanks: they’re super heavy and clunky, but indestructible.  Even the gear chain is entirely encased in a solid block of aluminium.  The obvious flip side is that pedalling one of these monsters up a hill, or really even a slight incline, involves a Tour de France -level workout to your quads, which isn’t helped by the cramped geometry.

screenshot_20180219-090928.pngApp (♥♥♥): For a long time Mobike’s app scored a solid zero, because it would crash every time I tried to open it.  They finally fixed that glitch a few weeks ago, and now it’s mostly usable.  Unlocking is flaky, but whereas Obikes flake out and refuse to physically unlock, Mobike will release the lock bar on the bike and the app will then tell you “unlocking failed”.  Free ride for the win?  At the end, after you lock, the app will first tell you off for “Over-charged” and threaten to freeze your account, only to suddenly remember that you’re in free trial and everything’s actually copacetic.

Availability (♥♥♥♥♥): Mobikes are everywhere.  Seriously, at one point you couldn’t throw a rock in Darling Harbour without hitting three Mobikes.

Maintenance (♥♥♥♥): This is the killer feature of being built like a brick shithouse: Mobikes can take an awful lot of punishment and basically don’t need maintenance.  I’m docking one heart only because helmets are becoming increasingly rare for these guys too.

Verdict: The likeliest survivor. They’re everywhere, and they just work.  It’s hard to compete with that, especially given the rate at which aggro morons seem to take pleasure in wrecking their competitors’ bikes.

Also-rans

Reddy Go was the first entrant in Sydney, but with $99 deposits, $2 rides and a non-existent fleet, why bother?  And I’ve seen a couple of EarthBikes around Rhodes, but they don’t really even seem to be trying to compete.

And the winner is… bureaucracy.

Macau_TriciclosDockless bike sharing may be a killer app, but NSW’s absurd helmet laws are the killer app killer.  In addition to the “yuck” factor of sharing headgear with random strangers, it’s getting really difficult to find a bike of your preferred brand that has a helmet attached.  While quite many people choose to ride without one, the prospect of a $330 fine is going to deter a lot more people.   It’s a huge logistical challenge for bike share companies too: even when bought in bulk, the cost of delivering helmets alone will destroy profit margins, no matter how indestructible the bike.

The other catch is that all bike share companies in Sydney are still operating under the “lose money on every sale, but make it up in volume” business model, but while I’ve thoroughly enjoyed not paying a cent thanks to all the promos, eventually the party will stop.  Perhaps the helmets will stop disappearing quite so quickly when people actually need to pay for their rides, but unless the rideshare companies can work out a way to verify that the helmet has been returned, this seems unlikely to staunch the bleeding.

While I’m at it, a tangent: I’ve often heard the claim that the reason the bikes are free is because the companies are spying on you and can mint millions with the gathered data.  Consider this: Facebook aka Instagram aka Whatsapp knows everything about you, and this is worth about $6/year (revenue, not profit).  The three bike share programs, on the other hand, know that I tend to bike from Town Hall to Pyrmont in the mornings and back in the evenings.  How many helmets do you think they can buy with that info?  Even if they’re being evil and tracking your every move when you’re not using the app?  (Which you can disable.)

The final unsolved problem is parking.  Both Ofo and Mobike half-heartedly try to enforce allowed parking, but enforcement is at best inconsistent and often absurd: Mobike has let me lock a bike and then told me off for doing it, and Ofo has told me I can’t take away a bike parked at a public bike stand because it’s been reported as badly parked.

If bike sharing is ever going to be a first-class citizen for transport in Sydney, the council and state will need to relax the helmet laws, allow cycling on footpaths and set up clearly marked designated areas for parking them in the city center.  I’m not holding my breath.

The rich get richer: Loonie swaps and altcoin airdrops

Castle_CanadaSo I was walking along one day when I was suddenly accosted by a Canadian Mountie in full uniform: red jacket, jaunty hat, the works.  He saluted me smartly and asked: “How about some Canadian dollars, eh?

“No thanks,” I replied and tried to walk away, but he followed.  “Please listen!  I want to give you Canadian dollars!”

“Sorry, I’m quite happy with my American dollars.”

“No, sir, I’ll give them to you for free.  No strings attached.”

I stopped. “For free?”

“That’s right!  All you need to do is prove to me that you have American dollars, and for every dollar you have, I’ll give you a Canadian one.”

“But why?”

“I want you to invest in Canada.  The US has reached its natural limits of growth, but in Canada, we have big blocks of land just waiting to be exploited by investors like you.”

DSC_4268“But aren’t those big blocks mostly useless frozen tundra?”

The Mountie looked irritated.  “Maybe today, but it’s about the potential, an investment in the future.  Look, it’s free money, do you want it or not?”

This smelled like a scam, but I was still intrigued.  “Well, let’s say I do.  How exactly do I prove that I have U.S. dollars?  Do you want me to lend them to you or something?”

“No need!  Let’s go to your bank and ask the teller to show me a bank statement.  I don’t need to know your name, address or anything, just that you have a bank account with money.”

“Huh,” I opened, and eyed the Mountie.  He did look terribly earnest, standing there at attention.  “Fine, let’s do it.”

So we went to the bank, I showed my ID to the teller and told her to give me a paper on bank letterhead showing my bank account and its balance.  The teller did so, and when the Mountie saw I had $10,000 in bank, he opened up his suitcase, took out a stack of $10,000 in Canadian dollars and handed them to me with a flourish.  “Enjoy your loonies!  Gotta run, bye!”  And he took running off after another customer who was just leaving the bank.  “Excuse me, sir, can I give you some Canadian money?  Sir?  SIR!”

“Well, that was weird”, I thought, then turned around to the teller and asked her to convert my shiny new loonies into U.S. dollars.  And now I had $17,900 in my U.S. account.  Ka-ching!

70s-hippie-poncho-3But right after I left the bank I was accosted again, this time by a disheveled hippie in a poncho.  “Hola, dude.  Can I give you some awesome Peruvian soles?”  “What’s a sol?”  “It’s the currency of the sun, man!  They represent solar energy and the pathway to a more inclusive economy!”  “And what do I need to do to get them?”  “Easy: just like us on Facebook, and show me your bank statement!

I was about to give the thumbs up, when out of nowhere a Vietnamese lady in a slinky white ao dai appeared and stepped in front of the hippie, almost impaling his Birkenstock-clad foot with a 5-inch stiletto heel.  “Ignore this man,” she commanded.  “I will give you dong.”

“Pardon?”  “Vietnamese dong.  Excellent currency, great growth prospects, backed by full might of Communist Party of Vietnam.  Just show me your bank statement, and I will give you this magic box that you can install in your home.  Every month, when the full moon rises, the box will print many millions of dong just for you.

“But why do you both want to give me money?  What do you get out of this, and why don’t you just give money away to everybody?”

Sign_BoxDoesTheToilet_LargeThe hippie shuffled uncomfortably.  “Well, these soles, they are real money, but they are hard to use outside Peru.  We want to make soles a strong world currency, like the U.S. dollar.”

A lightbulb went off.  “So if you give away your soles and dong to people who are already rich…”

“…they will become interested in our money, and buy more of it, and we will all be rich!”, said the Vietnamese lady.

“Well, speaking as a rich person, that sounds like an excellent business plan.  Let’s do it.”

Soon enough, I had 3,200 soles and 27 million dong.  I walked back into the bank, converted them to $2,100 U.S. dollars, and looked at my new balance of $20,000.  All in a day’s rent.

~ ~ ~

Sign_CashPit_LargeThis little parable is, of course, patently ridiculous.  Nevertheless, ridiculous or not, it’s also exactly what’s happening in the weird world of alternative cryptocurrencies (altcoins).

In the specific case of Bitcoin Cash, where a single existing chain was forked, there’s an entirely sensible reason for getting “free” coins, although as many observers noted, there is no rational reason for the sum of the old and the new to exceed the value of the old. (US and Canada is an imperfect analogy; imagine instead that California were to split away from the US and launch its own fiat currency.  Would the combined two be stronger than the original?)

So what’s the irrational reason?  Speculation.  And this also explains to the phenomenon of the “airdrop”, where an altcoin simply decides to give away free money to entice users.  The first airdrop, Auroracoin, altruistically handed out equal amounts to all residents of celand, but later drops just hand out their coins to people who already have lots.  Stellar Lumens, without a hint of irony, justifies their reverse welfare as “connecting people to low-cost financial services to fight poverty”, while Byteball takes a more fatalistic “this is what we gotta do to survive” approach and Bitcore doesn’t even pretend to be anything other than a Ponzi scheme (“three percent interest Every. Single. Week”).

Anybody want to take a bet on how long the party lasts?