From here to there and back again - Simon Wardley (Keynote Outline)
A Craft 2025 keynote by Simon Wardley — former CEO, researcher, twice voted a top-50 most influential technologist in the UK, inventor of Wardley mapping, and “a believer in death by PowerPoint.” Only ~5–10% of the audience knew his mapping. He lays out the talk’s own agenda: the origin of mapping → what a map is and isn’t → patterns you discover from maps → change/anticipation (cloud → serverless → AI) → how AI is changing coding → decision making — and, “if we’re very lucky,” sovereignty (which he’s “not allowed to speak about”). Delivered “the morning after the night before.”
1. Origin: From Strategy to Maps
1.1 The clueless CEO (Fotango)
- He worked for Fotango, an online photo service — 16 lines of business, ~10 million users, very profitable.
- Its big problem was the CEO: “completely clueless, making stuff up” — and “I was the CEO.”
- His “strategy” was copied statements like “customer focus, lead an innovative effort through agile and open source,” with a few words changed.
- Afraid of being discovered, he read every strategy book and got nowhere.
1.2 Sun Tzu’s five factors
- A Charing Cross bookseller sold him two translations of Sun Tzu’s The Art of War; the second revealed a pattern.
- The five factors in competition:
- Purpose / moral imperative — a reason to do something.
- Landscape — the environment you compete in.
- Climate / “the heavens” — how the landscape is changing (climatic patterns).
- Doctrine — rules/principles of organization.
- Leadership — gameplay.
1.3 John Boyd’s OODA loop
- John Boyd (“the mad major”), a US Air Force pilot, created OODA (heavily used in political circles):
- Observe the environment (landscape + climatic patterns);
- Orient around the space (principles/doctrine);
- Decide where to act;
- Act.
- The overlap between Sun Tzu and OODA excited him — his first real idea (2005, ~20 years ago) of what strategy is — and drove him toward observing the landscape, i.e., maps.
1.4 The Battle of Thermopylae as a map
- Studying military history: his favorite is Thermopylae (“hot gates”).
- Themistocles blocked the Straits of Artemisium, forcing ~140,000–170,000 Persians down a narrow coastal path where 4,000 Greeks (including the 300 Spartans) could defend.
- The map let you argue where to defend (Athens, Thebes, or the straits).
1.5 SWOT vs. a map
- In his own org he made decisions with a SWOT diagram.
- He built a SWOT of Thermopylae (strengths: trained Spartans, motivation not to be enslaved; weaknesses: ephors might delay the Spartans, a “truckload of Persians”; opportunities/threats including a “dodgy film a few thousand years later”).
- Question: to communicate/determine battle strategy, would you use a “magic framework” like SWOT or position and movement as in a map? Answer: a map — “but I was using SWOTs.”
- Realization (2005): he was running his business with magic frameworks and needed to understand the landscape.
1.6 All his “maps” were graphs
- He asked the org for all its maps and got mind maps, business-process maps, systems maps, customer-journey maps.
- Taking a systems map and moving the CRM component changed nothing — whereas moving Australia on a geographic map changes it a lot.
- None were actually maps — they were graphs.
1.7 Maps vs. graphs — the compass
- Three UK graphs (three places, two roads M1/M2) are identical; three maps are all different — the difference is the compass.
- In a map, space has meaning — it represents all the other options/paths/routes, which is why position matters.
1.8 The three characteristics of a map
- Anchor (e.g., magnetic north).
- Position of pieces (north/south/east/west of each other).
- Consistency of movement (through a landscape of options/routes).
1.9 Turning a systems graph into a map
- Anchor = the users (business, consumers; also regulators for online photos — kept simple).
- Needs: business needs money (subscriptions, prints, storage); consumers want storage and prints — some overlap.
- Chain of needs: website → runtime → OS → compute → power; compute → data center — a value chain (within an org) / supply chain (across orgs), the same thing.
- Still a graph (anchor + position, no movement).
1.10 Evolution supplies the movement
- Each node is a form of capital that evolves through a common pattern: genesis → custom-built → product/rental → commodity → utility.
- Positioning nodes by how evolved they are adds movement → now you have anchor + position + movement = a map.
2. Patterns from Maps
2.1 The insurance-company robotics example
- ~2011, an insurance company had a compute-provisioning bottleneck (order server → goods-in → modify → rack-mount) and was about to spend millions on robotics, with a full business case.
- Asked what he thought, he avoided challenging their narrative (challenging a story implies “you’re not a great leader”) and instead proposed to map it (15 min arguing about mapping, 15 min mapping).
2.2 Challenge the map, not the story
- On the map, racks were placed as custom-built.
- Q: “Why are racks custom-built?” → “We have custom-built racks.”
- Q: “What modifications are you doing to servers?” → “Servers don’t fit our racks — remove cases, drill holes, add plates.”
- Someone realized: “Why are we using non-standard racks?” — the entire multi-million-pound robotics project “disappeared in a puff of smoke.”
- They weren’t daft — they were trapped by past narrative: standard racks didn’t exist when they started, but the system had evolved.
- Common failure: optimizing process flow without noticing the system itself evolved; plus not understanding users/needs/supply chain.
2.3 The relabeled evolution axis
- For the decision-making discussion he uses alternate labels (for practices/values): genesis → custom/emerging → product/converging → commodity/accepted.
2.4 How patterns are learned
- Pre-mortem challenge (map, challenge, act) + post-mortem learning (what changed vs. the map).
2.5 The three pattern families
- Climatic patterns — “rules of the game,” heuristics applying everywhere (~30).
- Doctrine / principles — universally useful (not mandatory) patterns like “focus on user needs” (~40).
- Gameplay — how to manipulate the market to your favor (~150).
2.6 The first few doctrine principles
- Know your users, then focus on the user need (in that order).
- Know the details — understand the supply chain.
- Understand what is being considered — “a world of difference between a standard rack and a custom-built rack.”
2.7 HS2 and no one-size-fits-all method
- HS2 (high-speed rail 2); James Finley (former CIO) needed to build the whole railway in a virtual world (2012) — “cheaper to dig up a virtual world than the English countryside.”
- The usual government approach (break into bounded contexts, outsource to different parties) produced cost overruns and failures.
- James mapped it and asked how to manage it.
2.8 Why one method can’t fit all
- From adopting extreme programming org-wide (~1999–2000, before the Agile Manifesto; a fan of Kent Beck’s work), by ~2003–04 he learned XP doesn’t work everywhere.
- As things evolve, their characteristics change (money, computing, penicillin all industrialize over time).
- So there’s no one-size-fits-all methodology:
- Left (uncharted): agile/XP — reduce the cost of change.
- Middle: lean — learning, reduce waste.
- Right (industrialized): formal methods / Six Sigma — reduce deviation.
- These are polar opposites — “no magic method,” regardless of what SAFe or anyone claims.
2.9 HS2’s outcome
- Applied per map region: left = in-house agile; middle = off-the-shelf/lean; right = outsource or Six Sigma.
- Delivered way under budget and schedule, praised by the Public Accounts Committee (“almost unheard of for IT”).
- The technique reached the Carbon Mapper satellite (NASA + Planet Labs) as a communication mechanism.
2.10 The heresy of context
- Saying “agile doesn’t work everywhere” at an agile conference = “burn him, heretic”; same at a Six Sigma conference.
- All have their context — “even SAFe has its context, it just doesn’t know what it is.”
2.11 Flawed contract structures
- Overlaying a bounded context (engineering) on a map: a fixed contract fails because the right can be specified but the left can’t (still being learned) — guaranteeing cost overruns.
- One UK government project saved ~£425 million just by mapping (“sounds ridiculous”).
3. Change & Anticipation
3.1 Pattern 1 — everything evolves
- Compute (~2005): app → runtime → OS → compute-as-product.
- Supply/demand competition meant compute would become a utility; he thought Google, it was Amazon EC2 (built by friends Ben Black, Chris Pinkham and others in South Africa).
3.2 Pattern 2 — past success breeds inertia (Blockbuster)
- Blockbuster was first with a website, first with online video ordering, first with streaming experiments — and went bankrupt first.
- Netflix was just a DVD mail-order company.
- Blockbuster’s problem: late fees (their profit source) required stores — past success created inertia.
- “Inertia killed them, not lack of innovation — they out-innovated everyone.”
3.3 Pattern 3 — co-evolution of practice
- As things evolve, characteristics change, so practice changes.
- Compute went from high MTTR (months for a machine) to low MTTR (seconds), causing an explosion of higher-order systems.
- No more capacity planning / N+1 bigger machines; instead distributed systems, design for failure, chaos engineering, continuous deployment.
3.4 No choice over evolution
- Efficiency enables new innovation/needs (e.g., Netflix), creating new sources of value.
- Competitors who gain efficiency/speed/new value pressure you to adapt — so with cloud it was “never if, only when.”
3.5 Jevons paradox — the sysadmin story
- ~2006–07, CIOs said cloud would let them fire sysadmins.
- Their IT estate of 2,000 physical servers would explode to ~200,000 virtual (the average for a large corporation today).
- Sysadmins now manage a 100× larger estate (new skills) — fired, then rehired as DevOps at more expensive fees.
- Cited as the counter to “AI will get rid of software engineers” — “no” (returned to later).
3.6 Cloud investment and Canonical/Ubuntu
- 2006: invest in new practice + new needs; don’t invest in “best architectural practice / compute-as-product.”
- Running strategy for Canonical (Ubuntu), they were 3% of the OS market vs. Microsoft and Red Hat.
- One map, 18 months, £0.5M → took 70% of all cloud computing — “not geniuses; we knew where to target and used the landscape as a force multiplier.”
3.7 The pattern repeats — serverless
- Emerging practice was eventually named DevOps (credit to Patrick in the room); compute-as-product became “legacy.”
- By 2014 the runtime shifted to a utility → serverless, with its own co-evolution of practice (eventually “FinOps”) and new needs.
- Same patterns “since the industrial revolution”; the book The Flywheel Effect covers an insurance company adopting serverless.
- Saying “DevOps is the new legacy” at a 2018 DevOps conference = heresy again.
3.8 Gameplay and ILC
- ~150 gameplay patterns (no time). AWS’s book Reaching Cloud Velocity contains 17 pages of his mapping, including ILC (Innovate–Leverage–Commoditize) — how AWS exploits/reshapes industries.
- “China’s government is really good at this” (but not allowed to discuss sovereignty yet).
4. AI & How Coding Is Changing
4.1 Simplifying the map to 2018
- Starting from serverless → FinOps → coding environment → applications (~2018), ignoring compute/containers/Kubernetes (“too boring”).
4.2 Machine cognition industrializes
- Machine cognition / machine learning was rapidly evolving toward a utility (he dislikes “AI” as he disliked “cloud”).
- Means a change of practice + new needs — exciting only when combined with other practices.
4.3 Conversational programming (2018)
- Based on Nicholas Negroponte and Ya Freeman: design is a conversation between multiple design perspectives (multiple designers, or in one head).
- Conversational programming = when one designer is the machine.
- Alexander Simovic built a system (presented at AWS re:Invent 2018, from a 2018 talk of Wardley’s) that you could converse with and it would build other systems — the earliest conversational programming “in anger,” backed by many AI services.
4.4 2024 — the same patterns, new names
- Conversational programming is now called copilots / prompt engineering / “chop” / vibe — the name is still unsettled (like DevOps before Andy/Patrick named it).
- Plus large language models and large multimodal models.
- No choice over AI (efficiency/value/speed) — “not if, but when.”
4.5 Jevons paradox again — the vibe-coding VP
- Expect an explosion of higher-order systems: a VP goes home, vibe-codes a financial-reporting system (no idea what the code does), and on Monday demands it go into production — exploding the code-review burden.
- Getting rid of software engineers means trusting the AI — “fairly dangerous.”
- His half-joke: the UK intelligence services should offer an independent code-reviewing service (e.g., for a vibe-coded nuclear-plant control system) — “we promise no back doors”; “if not the UK, then the US, or Russia.”
4.6 Tools: the kitchen-blender problem
- Copilots and coding environments are tools for doing development.
- He likes tools and soup: a blender makes soup, but you wouldn’t dig a deep mine shaft with one — engineering tools must be contextual.
- Software engineers use the same tools everywhere (“kitchen blenders everywhere”), and vendors say “you’re bad at digging mine shafts with a blender — have one with AI.”
4.7 The exception: tests
- The one area done right: tests — small tools (input/output).
- Nobody says “I’ve got the Acme 100,000 test kit, apply it to our app” — an online-gambling site needs totally different tests from an electronic-healthcare-record system.
- Yet the coding tools are “the same whether it’s gambling or healthcare” — a problem.
4.8 Languages and non-determinism
- Moving from deterministic code to non-deterministic prompts.
- Aside: “AI hallucinates when it gets it wrong” implies it reasons when right — but AI hallucinates all the time; we just catch some hallucinations as wrong.
4.9 The medium is changing
- Symbolic instructions in text are shifting toward things like code as a seed.
- Example: a coherent city-transport map (built with city planners incl. from Budapest) vs. the code that produces it — same problem, two visualizations.
- Map talk = objects, relationships, context; code talk = rules, syntax, style.
- Every software department has whiteboards — the same problem discussed two ways (whiteboard context vs. screen) because the medium differs.
4.10 The code is the architecture
- The idea that AI replaces the coder is born from “create an ERD/architecture diagram + prompts → magically build the system.”
- He’s a huge fan of vibe coding (~450 hours of experiments) but sees real problems.
- An architecture diagram is “a statement of belief” — what we wish the architecture were; the real architecture is the code, functions, and connections.
- “The code is the architecture.” Diagrams/ERDs/specs are wishes/intents/beliefs, not real unless generated from the system.
- The real decision-maker and architect was always the coder.
4.11 The architectural question: where do humans decide?
- Vibe coding (literally: “you build the code, I don’t look at it”) hands the decision-making to the AI — which is fine, but you must choose where and how much you value humans in it. That is an architectural question.
- On a map: outsource some parts (“somebody else’s problem”), vibe-code others (prototype via prompts), and do software-engineering + AI on others (use AI to keep pace, but review the code).
- Boundaries shift over time as agentic AI does more checks — “probably not nuclear safety systems right now, but maybe in the future.”
5. Decision Making: Coding Is Craft, Testing Is Engineering
5.1 The decision-making chain
- Decisions require: assessment (between options) ← exploration ← conversation (with a person or the machine) ← information ← synthesis ← development experience ← the system.
5.2 How tests make decisions (the good model)
- Hypothesis-driven: in TDD, the first hypothesis is “the system lacks this function” — write the test, run it, it fails, then build the function.
- Systematic exploration: many small discrete tests explore the problem domain.
- Those tests create a model of the system — “the best specification of a system is the test suite.”
- Generated information: the red/yellow/green lights are generated from the system, not painted by hand.
- Development experience: a large number of composable micro-tests (90k–100k; some in the audience 50k; some build without tests — “oh”).
5.3 How coding makes decisions (the ad-hoc model)
- Grab the kitchen blender (the monolith one-size-fits-all tool).
- Inspection/synthesis: read code, read log files, grab an architecture diagram wrongly assumed to reflect reality (nearly everyone has seen a diagram that doesn’t match the system).
- Collect this info manually for “data-centric conversations” — but there’s no real model of the system, only a probably-wrong diagram.
5.4 Reading code — the unmeasured cost
- Audience: over half their time is spent reading code.
- Almost no one has ever discussed how to optimize/improve reading code.
- ”Over 50% of your development budget is spent reading code, but you’ve never discussed how to optimize it — the single most costly thing we do, and we never discuss it.”
5.5 Ad-hoc exploration → gut-feel decisions
- The exploration path is ad hoc and individual-dependent (not systematic like tests).
- It ends in a gut-feel / experience-driven decision; push live; sometimes it works, sometimes “go read more code.”
5.6 The core claim
- Coding is a craft; testing is engineering.
- The real engineering in software engineering is in testing, not coding — yet the real decisions are made in coding.
- So: make coding more like actual engineering.
5.7 The fix: composable micro-tools
- Stop using monoliths; build contextual, composable micro-tools — apply to coding what we learned in testing.
- AI doesn’t lose its role — but tool vendors (“just add a bit of AI to our tool”) won’t like this; “they have a lovely multi-billion-dollar industry and I don’t think they do us any favors.”
5.8 Tudor Girba’s legacy-migration example
- Tudor (“Tuda”) Girba and the feenk team were handed a legacy-system translation that one company had failed at over 10–20 person-years.
- The CIO bet they’d fail within a year.
- Meeting 1: code handed over. Meeting 2 (four weeks later): “we finished” — they spent the first three weeks building the tool to solve the problem, then solved it.
- AI’s role: generating new hypotheses and helping build composable micro-tools — but we’re nowhere near the potential because “we’re doing craft, not engineering.”
5.9 The three takeaways
- Observe your landscape (“sounds daft, but useful”).
- The most important architectural decision now: where do you value human decision-making? (Architecture is an expression of values.)
- Turn coding from a craft into an engineering subject.
6. Bonus: Tools, Medium, Language & Sovereignty
With four minutes left, the audience chose sovereignty over Q&A.
6.1 Whoever controls the medium controls reasoning
- Tools, medium, and language control how we reason about the world.
- Thought experiment: if one group (the audience chose “the British”) controlled the printing press, paper, and the written word, they could refuse to print an anti-Brexit article, deny you the word “Brexit,” and rename it “goodness.”
6.2 AI theocracies
- AI systems risk creating new “theocracies” — dangerous to give a small group power over how you reason.
- Counter with diversity of sources, critical thinking, and openness — including open training data (symbolic instructions).
- Lobbyists claim open source gives “Skynet” — self-interested; “we need it open.”
6.3 Sovereignty and the map of competition
- Territorial sovereignty uses a map and a border.
- Competition (seeking something) takes three forms: fighting others, working with others, helping others.
6.4 The automotive-industry map (DVLA, 2015→2025)
- At the DVLA they mapped automotive (~2015) forward to 2025 and saw it becoming commodity-like.
- Predicted reactions: digital subscription models (e.g., BMW’s heated-seat subscription) — not a real worry.
- The worry: route management — in self-driving cars, gold members get priority and ordinary members “get out of the way.”
- This embeds social inequality into transport (in a flood, “the poor don’t get out” → riots) — government must think about it; “the market is a bunch of idiots.”
6.5 Values embedded in training data
- Users are members of society, which has values embedded in the simulation models / training data.
- The trolley problem: kill five or one? What if the one is a gold member? — some societies would “protect the gold member,” not all — these values get embedded in the systems (known since 2015).
6.6 We lack maps for our key spaces
- The biggest problem: there are no maps for our technological, economic, social, and political spaces — “we don’t really have map rooms.”
- Some governments are excellent at this — China “spectacularly good,” as the US is discovering — “you don’t get into a supply-chain war with someone who actually understands the supply chain.”
People & References Cited
- Simon Wardley — speaker; former CEO (Fotango), researcher, inventor of Wardley mapping.
- Sun Tzu — The Art of War; the five factors.
- John Boyd (“the mad major”) — US Air Force pilot; the OODA loop.
- Themistocles / the 300 Spartans — Battle of Thermopylae (map exemplar).
- Kent Beck — extreme programming (Wardley a long-time fan).
- James Finley — former CIO, HS2 virtual-world build.
- Ben Black, Chris Pinkham — built Amazon EC2 (in South Africa).
- Nicholas Negroponte, Ya Freeman — design-as-conversation basis for conversational programming.
- Alexander Simovic — built the 2018 conversational-programming system (AWS re:Invent 2018).
- Patrick (and Andy) — credited with the DevOps name; present in the room.
- Tudor (“Tuda”) Girba / feenk — the thousands-of-contextual-tools legacy-migration example; presenting after this session.
- Companies / products: Fotango; Canonical/Ubuntu (3%→70% of cloud); Microsoft, Red Hat; Amazon/AWS (EC2, Reaching Cloud Velocity, ILC model); Google; Blockbuster vs. Netflix; BMW (subscription seats); DVLA; NASA + Planet Labs (Carbon Mapper satellite); HS2 (Public Accounts Committee praise).
- Books: The Art of War; The Flywheel Effect (serverless adoption); Reaching Cloud Velocity (AWS).
- Concepts: maps vs. graphs (anchor / position / consistency of movement; the compass); value/supply chains; evolution (genesis → custom → product → commodity/utility; emerging/converging/accepted); pre-mortem challenge + post-mortem learning; three pattern families (~30 climatic / ~40 doctrine / ~150 gameplay); no one-size-fits-all method (agile/lean/Six Sigma by map region); flawed fixed-price contracts on the uncharted left; everything evolves; past success breeds inertia; co-evolution of practice; Jevons paradox; MTTR collapse; DevOps/FinOps naming; ILC (Innovate–Leverage–Commoditize); conversational programming; copilots/vibe/LLMs/LMMs; “AI hallucinates all the time”; deterministic code → non-deterministic prompts; the code is the architecture; where you value human decision-making as the key architectural question; coding-as-craft vs. testing-as-engineering; composable micro-tools; tools/medium/language controlling reasoning; AI “theocracies”; open training data; territorial sovereignty; route management and embedded social inequality; the trolley problem; missing maps for technological/economic/social/political spaces.
Video: https://www.youtube.com/watch?v=w6WNitaeOPs — Transcript via yt-transcript.sh; outline generated from the transcript.