[HN Gopher] A mistake that killed Japan's software industry? (2023)
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       A mistake that killed Japan's software industry? (2023)
        
       Author : ayoisaiah
       Score  : 64 points
       Date   : 2024-11-07 16:08 UTC (5 days ago)
        
 (HTM) web link (www.disruptingjapan.com)
 (TXT) w3m dump (www.disruptingjapan.com)
        
       | Circlecrypto2 wrote:
       | This is actually really interesting history, but I wonder about
       | apps like Line, which the Japanese still prefer. It's not a great
       | app, but it's a user app, not a corporate one.
        
         | zdw wrote:
         | Interestingly, Line originally was developed by Naver which is
         | a South Korean company, although it's gone through several
         | changes of corporate control since.
        
           | yongjik wrote:
           | It's jointly owned by Naver and Softbank. A few months ago,
           | there was a public outcry in Korea when the Japanese
           | government threatened to twist Naver's arm to give up its
           | share of Line, and South Korea's inexplicably pro-Japanese
           | government stayed mum. With both governments enjoying abysmal
           | public support, I have no idea how it will eventually be
           | settled.
        
             | onetokeoverthe wrote:
             | s.korea is pro japan.
             | 
             | =. better than china.
        
         | timoth3y wrote:
         | Line was actually a Korean startup. There days, it's not a
         | great app, but strong network effects keep it dominant here in
         | Japan.
        
           | rwmj wrote:
           | Really? I use Line all the time including for sending text,
           | video, and making audio and video calls, and it works great.
           | Never had issues with it.
        
             | hnlmorg wrote:
             | This Line? https://play.google.com/store/apps/details/%EB%9
             | D%BC%EC%9D%B...
             | 
             | From the reviews, it looks like the unhappy path wasn't
             | well tested.
        
         | ilamont wrote:
         | Also used widely in Taiwan.
        
       | stevecalifornia wrote:
       | TLAI: The podcast episode you were reading discusses several
       | reasons why Japan has historically struggled with software
       | quality:
       | 
       | Economic Structure: Japan's economic structure, influenced by
       | zaibatsu (large industrial conglomerates) and keiretsu (business
       | groups), focused more on hardware and manufacturing rather than
       | software development.
       | 
       | Political Decisions: Post-WWII political decisions prioritized
       | rebuilding Japan's industrial base, which led to a strong
       | emphasis on hardware and less on software innovation.
       | 
       | Cultural Factors: There was a cultural preference for hardware,
       | and software was often seen as secondary. This mindset
       | contributed to a lack of investment and innovation in the
       | software sector.
       | 
       | Education and Training: Historically, there was less emphasis on
       | software engineering education and training, leading to a
       | shortage of skilled software developers.
       | 
       | Despite these challenges, the podcast expresses optimism about
       | the future of Japanese software, highlighting recent positive
       | changes and the potential for innovation.
        
         | Sakos wrote:
         | We see similar factors in Germany, which I find interesting. To
         | the point where Volkswagen is investing billions into Rivian to
         | save their software side. I've never heard anything good from
         | developers I know who worked at VW or any other German
         | manufacturer.
        
           | ryandrake wrote:
           | Having worked at a number of hardware manufacturers, a lot of
           | them really don't understand software at all. They look at
           | software as if it were just another line item on the BOM: 12
           | qty 6-32 screw, 2 qty rubber gasket, 1 qty plastic case... OH
           | AND 1 qty "firmware software thinggy," that we add to the
           | product at station 244 on the assembly line. Go make some
           | software that meets the requirements and spoon it into the
           | product so we can ship. No thought about longevity, updates,
           | security threats, intercompatibility with other devices and
           | standards, UX, accessibility, the software ecosystem,
           | nothing... Software is just another part number that's
           | supplied by a supplier and bolted onto the "real" physical
           | product.
           | 
           | So it's no surprise when software companies come in and eat
           | this mentality for lunch when they decide to come up with a
           | competing hardware product.
        
             | simne wrote:
             | Your comment wonder me. As I hear from CS community like a
             | mirror words - because semiconductor manufacturing is
             | prohibitively expensive, cs becomes too abstract.
             | 
             | But my own exp, mostly confirm your words, even when I sure
             | see just my side of whole picture and I'm attracting to
             | explain my exp as regional specific (I'm in Ukraine,
             | exUSSR, and people here conservative and share old USSR
             | habits).
        
       | Animats wrote:
       | We're back to keiretsu. They're called Amazon, Apple, Facebook,
       | Google, Amazon, and Netflix. Each has its own closed world, moat,
       | and small vendors subservient to it.
        
         | echelon wrote:
         | Netflix doesn't belong on that list. They're tiny in
         | comparison. YouTube is bigger than Netflix.
        
           | Cthulhu_ wrote:
           | Citation needed; Netflix has a ~$350 billion market cap [0].
           | Google has one of $2.227 trillion [1], and 10.25% of its
           | revenue is attributed to Youtube revenue. Since I haven't
           | found a quick reference to youtube's net worth, let's assume
           | it's 10.25% of $2.227T, which is ~$222 billion, making YT
           | smaller than Netflix.
           | 
           | [0] https://stockanalysis.com/stocks/nflx/market-cap/ [1]
           | https://companiesmarketcap.com/alphabet-google/marketcap/ [2]
           | https://www.statista.com/statistics/289659/youtube-share-
           | of-...
        
             | lotsofpulp wrote:
             | Regardless of numbers, Netflix is nowhere near as
             | influential as the others. It's just a website that plays
             | videos, and one can easily live life without it.
             | 
             | The other big companies are much harder to avoid, they're
             | basically infrastructure.
        
               | ghaff wrote:
               | If Netflix closed up shop tomorrow, there'd be a long a
               | thread here, lots of headlines, and lots of whining, but
               | at this point there are a ton of other streaming services
               | and most of us would shrug and move on. Netflix has been
               | on my bubble for a good couple of years and has only
               | marginally kept my monthly subscription.
               | 
               | In fact, I'm still somewhat angry at Netflix for wiping
               | out disc rental and then killing their own DVD by mail
               | which was a good source of reliable one+ year old movies.
        
             | wenc wrote:
             | In the market cap website, the other companies are in the
             | Top 7.
             | 
             | Netflix is 27.
        
       | lebuffon wrote:
       | I read this book a long time ago. It provided some insights on
       | the role of Japan's difficulty with foreign languages in the
       | 1980s and the desire to create AI translation. The "Fifth
       | Generation project" was a massive government and big-business
       | joint venture that amounted to almost nothing.
       | 
       | The author explores why with some surprises along the way. I
       | would say it is like the "Mythical Man Month" from the Japanese
       | side of computing.
       | 
       | The book also opened my eyes to the difficulty of mastering
       | Japanese.
       | 
       | https://www.amazon.com/Fifth-Generation-Fallacy-Artificial-
       | Intelligence/dp/019504939X
        
         | lazyasciiart wrote:
         | Your link is broken, please fix it for me to check out :)
        
           | Minor49er wrote:
           | Just remove the space from the URL
        
       | PhasmaFelis wrote:
       | > _First, as the cold war heated up in the 40s and 50s, America's
       | idealistic vision for a democratic and progressive Japan took a
       | back seat to the more practical and pressing need to develop
       | Japan into a bulwark against Communism._
       | 
       | Funny how protecting the ideals of progressive democracy from
       | Communism so often involved suppressing those ideals ourselves.
       | Beat the Commies to the punch, I guess.
        
       | quanto wrote:
       | Blaming all ills of any Japanese industry on the keiretsu is in
       | vogue for decades, but at best, keiretsu is a symptom, not a
       | cause, of the underlying risk-averse culture. Keiretsu, even when
       | they were toxically anti-competitive, did not go out of their
       | ways to crush would-be global startups in Japan; keiretsu, by the
       | author's own argument, didn't care about the global software-only
       | market, thus would not kill those startups. The true culprit, the
       | risk-averse culture -- while with own merits -- did not mesh well
       | with the more fluid flat culture of software development.
       | 
       | It was not an accident that software did well in the most hippy
       | region in the US, San Francisco. On the contrary, hardware
       | development, due to much more constraints from the laws of
       | physics and economics, has been done well in Japan et al as
       | careful top-down planning is the edge, not individual-level
       | agility.*
       | 
       | I am a little surprised that the author, who is active in Japan,
       | is off the mark. I regularly talk to many engineers/entrepreneurs
       | in the region, and the cause-and-effect are quite easy to see and
       | are unanimously agreed upon. Kudos to people there who are trying
       | to change the software development culture for the better.
       | 
       | * Elon's ventures seem to challenge this conventional dichotomy
       | as he attempts to bring both agility and top-down leadership into
       | his firms. More power to him.
        
         | KerrAvon wrote:
         | Less power to Elon, who seems to be an idiot who has to be kept
         | away from the dangerous stuff.
        
           | octopoc wrote:
           | He makes a lot of people mad but that doesn't make him an
           | idiot. It just makes him genuine. Everybody else who looks
           | polished is hiding secrets behind excellent PR.
        
             | MrLeap wrote:
             | Making a lot of people mad does not necessarily mean
             | someone is genuine.
             | 
             | For example, someone who manipulates a lot of people with
             | misinformation might manifest anger in many. In that
             | hypothetical scenario, I wouldn't think that the anger is
             | because the target's an honest, forthright, genuine
             | straight-shooter.
        
             | alexander2002 wrote:
             | That is an very good observation.
        
           | renewiltord wrote:
           | LLM level response. I don't think we need this opinion shared
           | every single time.
        
         | alephnerd wrote:
         | > The true culprit, the risk-averse culture -- while with own
         | merits -- did not mesh well with the more fluid flat culture of
         | software development.
         | 
         | Not even that. It's just about financing.
         | 
         | There's no reason for an Asset Manager at SoftBank or MUFG to
         | invest in a Japanese startup when a South Korean, Chinese,
         | Indian, or Singaporean startup can command outsized returns in
         | an IPO or Acquisition.
         | 
         | Japanese asset managers play a major role in Tech VC/PE in
         | Asia, but they prefer to invest abroad.
         | 
         | Japan's domestic capital markets collapsed due to the Asset
         | Bust in the early 1990s, the Asian Financial Crisis in the late
         | 1990s, and the Great Recession in 2008-12, and domestic asset
         | managers turbocharged the "Flying Geese" development model in
         | order to make themselves whole.
        
       | miki123211 wrote:
       | There's one more aspect to this that wasn't mentioned at all in
       | the article.
       | 
       | In Japan, home computers never really made sense until it was
       | far, far too late.
       | 
       | In the west, you'd buy a PC (or a home computer) to play games,
       | edit documents or manage your business. The latter two were
       | pretty much impossible in Japan, as the computers of that era
       | couldn't handle the complexities of the Japanese language and
       | character set. Gaming was all that remained, and if you only
       | wanted gaming, you could just as well get a NES (known in Japan
       | as Famicom), which was much better suited for the purpose.
       | 
       | Computers eventually caught up, but some of the cultural impact
       | remained, still making them less popular than in the west.
       | 
       | This is one of the reasons why Japanese were so good at consumer
       | electronics, they just needed that electronics a lot more than we
       | did, and the devices needed a lot more features, as "just plug it
       | into a computer to do the complicated stuff" wasn't really an
       | option there.
        
         | ghaff wrote:
         | I don't know exactly the reasons but Japanese software is
         | basically embarrassing. I was talking to a good friend of mine
         | last month who is a very good photographer about how you
         | basically don't have GPS or a ton of other features in the main
         | cameras from Japan--so both of us increasingly just use iPhones
         | unless we really need to use big bodies and lenses.
         | 
         | Sure, some of it is that iPhones (Pixels) do a good enough job
         | for a lot of us. But it's also that the gap has closed so much
         | and a lot of it is about software.
         | 
         | Go to events in Japan and a lot of the design of posters and so
         | forth just looks seriously bad to US (and presumably European)
         | eyes.
         | 
         | And even in the large systems space, when I was an IT industry
         | analyst, there was just a lot of quirky Japanese tech stuff
         | that was out of step with the world as a whole.
         | 
         | I don't have a coherent theory for it all but Japan just fell
         | out of alignment with mainstream patterns especially in the 90s
         | or so.
        
         | quanto wrote:
         | I don't follow your argument. PCs weren't popular because they
         | couldn't handle the Japanese language encoding, but somehow,
         | consumer electronics were popular because they could handle the
         | complex tasks with the language?
         | 
         | JIS C 6226, the encoding for the Japanese language, was made in
         | the 70s. While later than the US, I would not call it late.
        
         | skissane wrote:
         | > In the west, you'd buy a PC (or a home computer) to play
         | games, edit documents or manage your business. The latter two
         | were pretty much impossible in Japan, as the computers of that
         | era couldn't handle the complexities of the Japanese language
         | and character set.
         | 
         | NEC sold a Kanji board for their Z80-based PC8801 mk II
         | (released 1983). The original 1979 PC8801 didn't have an
         | official Kanji board from NEC, but one was available for it
         | from a third party vendor. With a Kanji board, you could do
         | Japanese word processing. I believe the same was true of many
         | other 8-bit vendors.
         | 
         | Inevitably the greater complexity of Kanji required more
         | advanced hardware, so Kanji-capable machines usable for
         | business and education were initially more expensive than
         | games-only machines that lacked it. But in 1990 IBM released
         | DOS/V, which demonstrated that standard PC hardware had become
         | powerful enough to support Kanji without needing any
         | specialised hardware. And even before that, I believe already
         | by the late 1980s many machines (such as NEC PC-9800s) were
         | coming with Kanji support as a standard feature rather than an
         | optional add-on card.
        
           | downrightmike wrote:
           | That powerful IBM system was unique to other systems being
           | brought into Japan, in that IBM started up that business just
           | before the rule that required a Japanese partner. So it
           | didn't really get shared like other technologies that lead to
           | most other Japanese tech giants.
        
           | bartread wrote:
           | There was this entire Japanese subculture of
           | microcomputers/home computers/PCs. Machines like NEC PCs you
           | mentioned, proprietary models from Fujitsu and others, the
           | many incarnations of MSX (which I think might have started
           | out as a Microsoft initiative?), and of course the nowadays
           | legendary Sharp X68000, that were marketed and sold in Japan
           | but not necessarily well known - or even available - outside
           | of east and south-east Asia (though I think MSX also got some
           | traction in South America).
        
       | delichon wrote:
       | Ruby is not awful, it's closer to insanely great Japanese
       | software. Open source may be something of an antidote to
       | keiretsu.
        
       | alephnerd wrote:
       | I don't buy the Keiretsu argument.
       | 
       | South Korea and China both adopted the Keiretsu model for
       | conglomerates due to Japan's Flying Geese doctrine, yet both
       | still have fairly robust software scenes.
       | 
       | If I were a betting man, my hunch would be the collapse of
       | domestic financing during the Asian Financial Crisis and Great
       | Financial Crisis.
       | 
       | Japanese asset managers who concentrated on tech like SoftBank
       | and MUFG had better options in Asia (South Korea, China, India)
       | or in North America (USA) to invest in with better returns
       | compared to Japan.
       | 
       | This is why SoftBank has always been a prominent checkwriter in
       | those markets.
        
       | 29athrowaway wrote:
       | Video games are technically software and we all know the Japanese
       | are highly skilled in making them, with few glitches to none
       | glitches, etc.
       | 
       | My view is different: software is a response to a need. And the
       | Japanese have found ways to solve many of their problems without
       | software. They are OK using a fax and it works excellently for
       | them.
       | 
       | Sometimes software is a solution to a trust problem, or a
       | reliability problem, or a synchronization problem. The Japanese
       | are trustworthy, reliable and punctual in general and do not have
       | those problems.
        
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