The Future of E-Business

So it's 2020. We have global electronic cash. The internet is used by all businesses and accessed in 80%+ of homes either via digital TV or other computers. It is perceived by most people to be secure and people expect to be able to find anything quickly and get the best price. Most appliances in the home come with built in radio devices that allow them all to talk to each other and via a network interface to the outside world. The various computers we interact with either understand requests in the world's major languages or have a friend who does that can act as an interpreter. Voice response is ubiquitous. Many of us have 2 m plasma wide-screens on our living room walls. Plug and play finally works and software is mostly written with evolutionary user adaptation. Adaptive artificial intelligence makes it actually pleasant to interact with the machine world. Machines and software come with personalities, represented in faces that appear on displays whenever appropriate. When they get sick, they will usually be able to tell us what is wrong. Cute, cuddly robotic pets provide extra amusement by ambushing the cat. Iris scans are used for ID in many places, such as banks and post offices. Quarterly body scans in M&S ensure that we can all get clothes that fit, custom manufactured and often delivered within hours. Everything we do will be facilitated or enhanced in some way by the network. When it's raining or we're tired, we just won't need to leave the house.

One of the things we will take for granted then is seamless electronic commerce. Most of us are very familiar with the basic idea, but let's look at some less considered aspects of it.

Global currency - networked electronic cash

Global electronic cash will not just be a convenience for on-line shopping. It will have a very significant effect on the global economy. E-cash is very likely to be based on a single de facto standard, with variants issued by a variety of institutions, personal, corporate or governmental. There is absolutely no compulsion for it to be linked to a national currency, and the exchange rate with national currencies will vary. Because we will use it so much for on-line shopping, physical shops, buses and so on will start accepting e-cash payments too so as not to lose business. E-cash will become very widespread, spreading from the net outwards into the physical world. Because it is used anywhere on the net, it will not be a geographic currency. To maximise the geographic sales domain, sales taxes, delivery charges and so on will need to be kept quite separate from what will be a fixed base price.

It is therefore likely that a substantial amount of currency will be held in e-cash form at any time, essentially independent of local currency fluctuations. Since both will be accepted for purchases in most places, there will be significant competition between net and geographic forms. Net cash, being global, may become the stronger of the currencies, and may have quite different inflation characteristics, or even no inflation. In this world of de-facto electronic global economic union, it is hard to see how EMU, local currencies, international money markets, black markets and so on will be affected. Not being an economist, I can only pick out some of the more obvious implications.

Electronic cash is much more versatile than physical cash. It will be possible to give your kids pocket money with limits on how much can be spent on sweets. This may of course result in a playground black economy. Labelled cash may have uses in business too. Cash could be accompanied by a record of its history, permitting opportunities such as celebrity cash. It may have multimedia attributes. Each time you spend a Disney Dollar, you might see or hear Mickey Mouse. Of course, play cash could become electronic just as easily, together with vouchers, tokens, tickets, even IOUs and other promises. Vouchers could incorporate algorithms so that the value might gradually evaporate.

In fact, no-one need hold cash at all, or even move it around. Cash is already just electronic records. In the future, it will be an increasingly blurred entity, mixing credit, reputation, information, and simply promises into exchangeable tokens. My salary may be just a digitally signed certificate yielding control of a certain amount of credit, just another signature on a long list as the credit migrates round the economy. The 'promise to pay the bearer' just becomes a complex series of serial promises. Nothing particularly new here, just more of what we already have. Any corporation or reputable individual may easily capture the bank's role of keeping track of the credit. It is just one service among many that may leave the bank.

Future of banks

Banks will have to change dramatically from today's traditional institutions if they want to survive in the networked world. They are currently introducing internet banking to try to keep customers, but the move to digital electronic cash, held perhaps by the customer or an independent third party, will mean that the cash can be quite separate from the transaction agent. Cash does not need to be stored in a bank if records insecured databases anywhere can be digitally signed and authenticated. The customer may hold it on their own computer, or in a cyberspace vault elsewhere. With digital signatures and high network security, advanced software will put the customer firmly in control with access to any facility or service anywhere.

As the world becomes increasingly networked, the customer could thus retain complete control of the cash and its use, and could buy banking services on a transaction by transaction basis. For instance, I could employ one company to hold my cash securely and prevent its loss or forgery, while renting the cash out to companies that want to borrow via another company, keeping the bulk of the revenue for myself. Another company might manage my account, arrange transfers etc, and deal with the taxation, auditing etc. I could probably get these done on my personal computer, but why have a dog and bark yourself?

The key is flexibility, none of these services need be fixed any more. Banks will not compete on overall package, but on every individual aspect of service. Worse still (for the banks), some of their competitors will be just freeware agents. The whole of the finance industry will fragment. The banks that survive will almost by definition be very adaptable. Services will continue and be added to, but not by the rigid structures of today. Surviving banks should be able to compete for a share of the future market as well as anyone. They certainly have a head start in many of the required skills, and have the advantage of customer lethargy when it comes to changing to potentially better suppliers. Many of their customers will still value tradition and will not wish to use the better and cheaper facilities available on the network. So as always, it looks like there will be a balance.

Taxation, e-bartering and info-economics

One possible outcome is that some people may be paid in e-cash, while others will receive geographic cash and exchange some for e-cash. Or part and part. Tax consequences of each need not be the same. I might ask for e-cash for my information work that is easy to hide from the tax-man, but accept conventional payment for my day job with PAYE. They are in principle easy to separate. E-cash does not need to be transferred anywhere for me to use it. I do not need to keep it on a card, or in a bank. All I need is an understanding with someone that they will reward me for my work in a mutually acceptable way. A global barter economy based on exchange of work or information products may result, a global electronic version of LETS. If strong encryption is available in any country, this would be impossible to police. That country could hold the records required to make the system work, inaccessible to any tax authority. As information products (entertainment, information, education, communication and socialisation) form an increasing part of quality of life, payment in services will be quite acceptable for a large part of family income but very hard to tax.

Of course, by 2020, there will be many information companies with no human employees at all. They will just gather, process, add value and sell. We may even see non-profit electronic organisations that manipulate information and control things, investing their entire proceeds in improving their service. Gradually, much of the machinery of commerce and industry could become ultimately efficient. They can even deal with physical goods, providing that they deal with just the information/transactional side of things and not the physical transport or production. Such a company is just a collection of information and algorithms, and could roam around the world's network, never staying anywhere, or even us satellites. It could thus refuse to pay corporation tax in any country, as it is not resident there. Payments could be e-cash based and again don't have to have any physical location, just cyberspace agreements of future reward of some kind. If some of this reward can be exchanged for the operating requirements - temporary storage, processing and transmission, then the company could thrive. Once again, not being an economist, I can only highlight this as an interesting issue. How it will affect the global economy is unclear to me, and I suspect most of today's economists. The whole field of 2020 info-economics will certainly be rather different from today's financially based systems.

Shopping in Cyberspace

Most of us are familiar with the idea of virtual environments, where people can meet in a computer generated world. By 2020, this world may also be inhabited with synthetic as well as real people, humanoid front ends for pieces of software. A thriving industry will make virtual environments for business, leisure, socialising, shopping, art, in fact every area of life. As access rates and capacity increase on the internet, we will find the interfaces increasingly using such virtual environments. These make an interesting topic in themselves, but equally fascinating is the feedback loop that exists between cyberspace and the mental and physical domains. Just as our offices are physically designed to accommodate our mental processes, with filing cabinets, post-it notes and so on, so we will find that cyberspace spawns new concepts and methodologies that inspire change in our physical environment.

It is certainly clear that many of today's retailers hope and expect shopping to stay almost the same in cyberspace except that it is done electronically. They are fond of the virtual shopping mall that mimics the high street, with all the various shops laid out much as they would be in physical malls. Some either don't appreciate the magnitude of the change possible, or are trying to resist it. Although people may initially go to a traditional company site to shop sometimes, new companies that are entirely net based will offer products from many such companies, side by side, with lots of information and customer feedback for better selection and comparison. These new companies will quickly capture market share. A few years later, people may use a virtual environment constructed by their software based on their individual needs an preferences. Their agents will gather information from around the net, and assemble the best matches for the customer to make the final decision. The agent may negotiate provisional prices during its pre-selection processing. As a result, our food shopping may have Sainsbury, Tesco and Asda beans all side by side, something that never exists today in the physical world. It is likely that as we get used to this market model in cyberspace, so the physical world will eventually reflect it. We may see our traditional supermarkets forced to stock each other's home brands.

We will have our bodies scanned regularly by laser so that our computer knows exactly what size we are. This data can be used by the computer to illustrate what we would look like in that outfit instead of what some model looks like wearing it. But when we make our shortlist, we may still go into town and try the options on in an approximate size. Then when we have made our selection, our data can be sent to manufacturers to make clothes that fit perfectly. Clothes shops will thus evolve from retailing into trying on outlets, paid by manufacturers, as a result of mass customisation and customers buying direct from the manufacturers. We could of course use the shared computer environments to take our friends with us as we shop, so that friends could still help make the choice.

Another interesting sideline is the sale of electronic clothes. Of course, people may still ‘window shop’ electronically and this can be just as much a leisure activity as going into town. Users may experiment not just with their clothes but with their physiology too, messing about with digital cosmetic surgery and digital makeup. But more importantly, they need electronic outfits for the time they spend in cyberspace. The computer could capture real images of their real clothes, but in cyberspace, many physical limitations such as warmth and material cost can be discarded and clothes could be more fun. With digital manipulation of images in real time routine, you may have just got out of the bath but may appear on the videophone as if you had spent hours getting dressed, and were 10 years younger! Avatars do not have to be truthful. Of course, there may again be feedback into the real world, with 2020 clothing incorporating the latest polymer screens to show video instead of plain static designs. The ultimate nightmare might be the supermarket computer renting the video screen on your T-shirt to advertise to other shoppers based on their location and personal profiles.

The role of people in the e-commerce world

In the mass automation future, documents will be produced automatically by AI based information processing, machines have displaced people in factories, offices, banks, and shops. After all, a Big Mac can easily be dispensed of a vending machine. Where do people fit in?

When people watch TV, it transports them somewhere that they can watch people (or occasionally animals). When people use telephones, or the Internet, it is mostly as communication with other people. Even searches for information are mostly just searches for the contents of someone else's mind. Chat areas are already becoming much more popular, but will evolve to include audio and video. These allow a more direct form of communication, rather than just via documents. The simple fact is that people themselves are content. Technology changes rapidly, but our socialisation needs are still basically the same as when we were hunter-gatherers.

When we have mass automation of industrial and information work, we will see the emergence of the care economy. Whatever is left that can only be offered by humans will account for an ever increasing share of the purchase price. A Big Mac may be dispensed by a vending machine, but you will pay extra in another restaurant for the French waiter to sneer down his nose when you choose an unsuitable wine. Washing out a bedpan may be automated, but compassion is a specist thing, dispensed best by a friendly, cuddly nurse. Undoubtedly, this will change as we come to accept the eventual validity of advanced synthetic intelligence, but it will take time to adjust. We will prefer people to machines in many situations and for many roles for many years.

This will affect e-commerce significantly. If it were not for the social, interpersonal side of shopping, people could be completely replaced by automated systems. But shopping is a social experience much of the time. Cyberspace can allow us to take our friends with us or meet them there. We can all share the same virtual environments. But the people are an important part of this, and they can't all be replaced. Many will be replaced, but the rest will reinvent their role, concentrating on the interpersonal value-add aspects, instead of the transaction processing. We may see the same need strongly affecting the nature of the machines. Machines will do many things, but their human interfaces will often have human-like characteristics, appearance, behaviour, emotions and so on. It may be quite common to base machine interfaces on digitally reconstructed emulations of real people, using digital actors and so on. Of course, their digital images and behaviours can be cosmetically enhanced as appropriate. The sci-fi film 'Looker' may be quite close to future reality. Future agents in e-shopping may look like our familiar actors and actresses, cartoon characters, aliens or droids. Some may actually be droids.

Distribution and media

Already we have very different alternative channels for distribution of information products. They may be sent via e-mail, broadcast on the internet, distributed via satellite or terrestrial networks, sent in the post on magnetic or optical media, or even as a last resort printed on paper. Leaving aside production and distribution economics, the taxation of these variants is different, some incur VAT, others don't and agreeing management of taxation in e-commerce is already a problem for international relations. This situation must surely be short lived and we must expect rationalisation of information taxation independent of the distribution form. Physical media and its information content should be taxed quite separately, based on their respective values.

However, even for physical goods, packaging, advertising, information, software, and instructions are information components. A significant cost of many products lies in well-recognised packaging. Packaging for products bought on-line does not need to compete for attention on a shelf, so can be purely functional and cheaper. Argos sell their goods in plain brown cardboard boxes. The information associated with the product could be shipped electronically instead of on paper. Significant penetration of network shopping will thus greatly affect the packaging industry.

The actual distribution of products will also change dramatically. As the customer deals increasingly with a customised manufacturer, the distribution sector will grow enormously and absorb some of the useful functions that used to be offered by the retailer. Instead of one or two deliveries to our street each day, we will see many. We can expect the distribution industry to sprout trust service offshoots. A local distributor will have a high degree of knowledge of your preferences and schedule. They will be able to receive and store products on your behalf at a local warehouse, delivering your goods at appropriate times when they know you are at home.

They may use virtual company methodologies to work closely with the manufacturers, perhaps taking responsibility for the whole link between the manufacturer and customer, including arranging services, repairs, returns etc. They may also absorb obviously related functions such as supervising trades-people that need to call while you are at work.

Conclusions

E-commerce is much more than just ordinary commerce with electronic cash. It will ultimately have far reaching consequences for our whole economic, social and political structures. By reducing the restrictions of geography, it will make commerce much more global, and as a second order effect, will force reform of monetary and taxation systems. The power of banks will be greatly reduced as cash can be held and managed just as easily by its owners. Similarly, shopping will evolve to use the best of electronic commerce, physical outlets and mass customisation, with a greatly improved distribution infrastructure. As many jobs are automated, we will see the rise of the care economy, with more focus on the human interaction side of jobs. But by then, even our interfaces to machines will look human.

References & links
Also on-line at http://www.syncordia.bt.com/news/articles/articles.htm
Links to more viewpoints on the future
http://www.bt.com/innovation/viewpoints/pearson/index.htm

© British Telecommunications plc 2000

Author Ian Pearson, Futurologist, BT Adastral Park
(http://www.btdomain.com/communications/articles_rethfuture.htm#01

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