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Bill Snow VC 101 Column Archive

March 24, 2004:  Eternal Sunshine of the Spotless Outsourcer

Venture Capital = Creativity = Entrepreneurship = Job Creation = Outsourcing = Freedom

 

Today, I’m dropping the “O-bomb” on you: Outsourcing.  The most dreaded and very topical subject: Outsourcing.  The bane of overpaid techies everywhere: Outsourcing.  The word that we should not say in polite company: Outsourcing. 

 

The way things are going the subject of  “outsourcing” will soon join the ranks of religion and politics as things you should not discuss on a first date.  Being someone who never walks away from controversial subjects, let’s tackle this one head on. 

 

First, outsourcing is a positive development and a natural result of a free nation and free people.  Freedom for entrepreneurs to run their business the way they see fit.  What do you want?  Some government hack, some central planning bureaucrat telling you how to run your own company?  Is that freedom?  Not to me.  Outsourcing equals freedom, and if you want to curtail outsourcing, you want to curtail freedom.

 

Second, outsourcing means jobs are flowing to lower or lowest cost providers, lowering costs for consumers.  Have you ever wondered why CD players, which cost $1000 in 1983, only cost a few hundred bucks today?  Or why that 286 Epson with 1 MB of RAM and 8 MB of total storage I bought in 1989 cost me $2500, while an infinitely more powerful computer costs less than $1000 today?  Like it or not, outsourcing benefits us all. 

 

Third, more jobs are being outsourced to the United States than outsourced away from it.  According to the Commerce Department, and as reported in the Wall Street Journal on March 15, 2004:

 

“The value of U.S. exports of legal work, computer programming, telecommunications, banking, engineering, management consulting and other private services jumped to $131.01 billion in 2003, up $8.42 billion from the previous year…

 

“Imports of such private services -- a category that encompasses U.S. outsourcing of call centers and data entry to developing nations, among other things -- hit $77.38 billion for the year, up $7.94 billion from 2002. Measuring imports against exports, the U.S. posted a $53.64 billion surplus last year in trade in private services with the rest of the world.”

 

Oops.  Can someone tell me why we’re being exposed these histrionic hissy fits over outsourcing from network news talking heads, actors who failed to graduated high school, and hirsute, Birkenstock wearing, know-nothing college students? 

 

The US has a trade surplus in outsourcing.  A $53.6 billion surplus, to be precise.  How come this isn’t being reported?  More jobs are being outsourced to the US than away from the US.  Outsourcing is a harbinger of freedom, and if we are free to outsource some jobs to other countries, other countries are free to outsource jobs to the US.  And other countries are outsourcing to the US.

 

All these factors impact the world of venture capital because venture capital rewards innovation, creativity, ingenuity, and hard work.  Outsourcing is freedom to make smart business decisions, and if we want to limit outsourcing (under the banner of saving jobs), we will simply stifle innovation and as a result, stifle venture capital. 

 

And there’s something else, and remember where you heard this first.  This current Sturm und Drang over outsourcing in the 2000’s is what the sniveling over Japanese economic development was in the 80’s: A whole bunch of nothing.  

 

As wonderful as the Japanese culture is (who doesn’t love sushi?), and as incredible as their post war economic story has been, Japan is known for excelling at exactly two products: automobiles and electronics.  That’s about it.  Japan did not over take the US economy in size, scope, nor in the area that I believe is the true driver of economics: creativity.  While we don’t hear much these days about how the Japanese are poised to take over the entire US economy, I vividly recall my childhood and teen years, when much gnashing of teeth was conducted over the advancements of the Japanese auto industry, and the fact that if nothing was done about it, America would have nothing. 

 

A bunch of hooey as it turned out.  Japan does not the lead the world in drug discovery (the US does).  Japan does not lead the world in software development (the US does).  Japan does not lead the world in computer designs (the US does).  Japan does not lead the world in patents granted (who does?  Oh, yes!  The US does).

 

Still not convinced?  Let’s look at economic development over the past 100 years, and think about the jobs that we’ve lost due to technological advancements or outsourcing.  Does anyone miss the 100,000 carriage and harness makers we had in 1900?  How about the 75,000 telegraph operators who once earned a good wage in the US?  How about the 200,000 blacksmiths who performed highly skilled tasks?  How about the 100,000 cobblers, or the 100,000 watchmakers we no longer need? 

 

And are we worse off because our farm employment has shrunk from 11 million workers in 1900 to less than one million today?  How about the fact that people employed by the railroads has fallen from 2 million to 200 thousand?  Is this cause for concern? 

 

What we’ve gained is hundreds of thousands, if not millions, of jobs in new industries.  In the last 100 years, we’ve created new jobs that include: airline pilots, auto mechanics, medical technicians, truck, bus, and taxi drivers, electricians, optometrists, professional athletes, medical scientists, and dieticians, to name but a few.  The number of physicians has almost doubled in the past century, and the number of self absorbed, egocentric, selfish authors and writers (your humble scribe included in that list) have increased almost fourfold.

 

In 1900, the US employed zero airline pilots and mechanics and zero automobile mechanics.  By 1997, we had over 900 thousand auto mechanics and over 250 thousand airline pilots and mechanics.

 

And yes, we’ve created a lot of engineers and computer geeks.  In 1900, we had less than 50,000 engineers in the US; by 1997, we had over 2 million.  In 1970, we had 160,000 computer programmers/technicians; by 1997 we had over 2.2 million.  (Source: Myths of Rich and Poor, by W. Michael Cox and Richard Alm.)

 

As someone who’s taken quite a few risks in life, tried to hit homeruns, and more often than not has struck out trying, I guess I have a difficult time sympathizing with 20-somethings who whine that they can no longer find programming or web development jobs that pay six figure.  So what!  Boo fricking hoo.  Join the long list of people who wish they were paid more for doodling with ones and zeros.  Stop whining, and go create something.  Real money is only made by those who gamble.  Unless you’re willing to bet the ranch, you have no right to complain that you’re not making enough.

 

Jobs ebb and flow, just as the economy changes and adapts.  One rapidly growing field in the US is logistics, and much of that growth is being fueled by…you guessed it…outsourcing.

 

I see nothing but disaster if we bow to the shortsighted idiocy of protectionists and the lunacy of the propagators of the “Bad News Gazette,” you know, the collective brain-dead trust of the AP, 60 Minutes, The New York Times, Time and Newsweek Magazines, or any of the major network evening news programs.  They continue to sell us the same Chicken Little, “the sky is fallen” drivel that they’ve been hoisting upon us for decades.  All we have now is a new batch of economic illiterates applying new terms to the same lame story: Things are bad, and they’ve never been worse! 

 

In the 80’s we feared the Japanese; today we fear outsourcing.  Mark my words; in 2010 or 2020 it will be something else. 

 

Pessimists are pros at straight-line extrapolation.  Excelling at straight-line extrapolation is nothing to be proud of, because development and innovation rarely follow straight lines.  These straight-line pros are essentially the same brainless twits who told me in grade school that the world will be out of oil by 1980 and we were entering a period of global cooling.

 

Oops.

 

Make your own opportunity.  Stop listening to the talking heads who spew bad news.  Do your own research, dig for facts, and stop waiting for Uncle Sam to cure your problems.  That’s what entrepreneurship and freedom is all about: the ability to make something happen.  Venture capital rewards innovation and creativity, and these are things that only thrive in free societies. 

 

Has your company been profiled by Bill Snow?  Send an email to introduce your company: bill@billsnow.com

 

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