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우리는 왜 이렇게 늦게 자전거를 발명했을까?

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단순한 기계인 자전거가 19세기 후반에야 비로소 발명된 배경을 분석한 글입니다. 금속 가공 기술의 발전, 설계의 지속적인 개선, 경제적 성장으로 인한 중산층의 등장 등 다양한 기술적, 사회적 요인이 복합적으로 작용한 결과임을 설명합니다.

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The Roots of Progress 블로그 소개 • 글 • 강연 • 참고문헌 • 구독 • Roots of Progress Institute

우리는 왜 이렇게 늦게까지 자전거를 기다려야 했을까? Jason Crawford 작성 • 2019년 7월 13일 • 11분 분량

우리가 오늘날 알고 있는 자전거는 1800년대 후반이 되어서야 발명되었습니다. 그럼에도 불구하고 이는 매우 단순한 기계적 발명품입니다. 뛰어난 발명가적 통찰력이 필요하지 않았고, 당연히 과학적 배경도 필요하지 않았을 것입니다. 그렇다면 왜 이런 것들이 훨씬 더 일찍 발명되지 않았을까요?

저는 트위터(Twitter)에 이 질문을 올렸고, Quora에서도 몇 가지 관련 토론을 읽어보았습니다. 사람들은 다음을 포함한 여러 가설을 제시했습니다:

기술적 요인. 1800년대에 금속 가공 기술이 크게 발전했습니다. 철 제련 기술이 향상되어 마침내 저렴한 강철을 얻게 되었고, 금속을 성형하는 공정이 개선되었으며, 속이 빈 튜브와 같은 부품을 만들 수 있게 되었습니다. 바퀴 기술 역시 발전했습니다. 더 무거운 디자인을 대체하는 와이어 스포크(또는 장력 스포크) 휠이 등장했고, 타이어에는 1839년에 발명된 가황(vulcanized) 고무가 필요했습니다. 공기가 주입되는 타이어는 1887년이 되어서야 발명되었습니다. 체인, 기어, 볼 베어링은 모두 정밀성과 원가 절감을 위해 고도의 제조 기술을 필요로 하는 핵심 부품입니다.

설계의 반복. 초기 자전거는 불편하고 위험했습니다. 최초의 버전에는 페달조차 없었습니다. 일부 버전에는 조향 장치가 없어서 몸을 기울여서만 방향을 바꿀 수 있었습니다. (!) 커다란 앞바퀴가 특징인 유명한 '페니 파딩(penny-farthing)' 디자인은 발로 균형을 잡는 것을 불가능하게 만들었고, 급정거 시 앞으로 고꾸라질 위험이 있었으며, 일반적으로 탑승자를 공중 높이 띄워 놓았기 때문에 부상의 위험을 가중시켰습니다. 성공적인 자전거 모델이 나오기까지는 수십 년간의 반복적인 개선이 필요했습니다.

도로의 상태. 1800년대 및 그 이전의 도로는 현대적인 기준으로 볼 때 끔찍했습니다. 도로는 대부분 비포장 흙길이었고, 수많은 마차가 지나간 자국이 파여 있었으며, 비가 오면 진흙탕으로 변했습니다. 도로 표면을 매끄럽게 만든 맥카담 포장(Macadam paving)은 1820년경에야 발명되었습니다. 당시 도시의 도로는 자동차도로로 포장되어 있었는데, 이는 말에게는 좋았지만 자전거가 다니기에는 너무 울퉁불퉁했습니다. (이러한 불균형한 표면은 하수가 빠져나가는 데 도움을 주는 하나의 특징이었던 것으로 보이며, 이로 인해 한 Quora 사용자는 도시 하수도의 건설이 자전거 보급의 문을 열었다고 주장하기도 했습니다.)

말과의 경쟁. 말은 당시에 흔하고 널리 받아들여지는 교통수단이었습니다. 말은 온갖 종류의 도로를 다닐 수 있었고 무거운 짐도 실을 수 있었습니다. 그런데 누가 자전거를 필요로 했을까요? 이와 관련하여, 자전거는 1815년 인도네시아 탐보라산(Mt. Tambora) 화산 폭발로 인해 발생한 1816년의 '여름 없는 해(Year without a Summer)'로 인한 식량 부족에 대응하여 발명되었다는 주장이 있습니다. 이 기상 이변은 전 세계 많은 지역의 하늘을 어둡게 하고 기온을 떨어뜨렸습니다. 농업 위기로 인해 사람뿐만 아니라 말도 굶주리게 되었고, 일부 말은 식량으로 도축되었으며 살아남은 말을 먹이는 비용은 더욱 비싸졌습니다. 이것이 대안을 찾는 계기가 되었을 수 있습니다.

전반적인 경제 성장. 여러 논평가들은 이러한 발명품에 대한 수요를 창출하기 위해 중산층이 필요하다고 지적했습니다. 만약 가난한 농부들과 소수의 귀족(이들은 이미 말, 마차, 마부를 가지고 있었습니다)만 있다면 자전거 시장은 거의 형성되지 않을 것입니다. 자전거가 실용적인 교통수단이 되기 전에는 오락용 취미에 가까웠다는 점을 생각하면 이 가설은 더욱 설득력을 얻습니다.

문화적 요인. 어쩌면 역사상 특정 시점이 될 때까지 실용적인 기계적 발명품에 대한 일반적인 관심이 부족했을지도 모릅니다. 하지만 이러한 인식은 언제, 왜 변한 것일까요?

이것들은 모두 훌륭한 가설입니다. 하지만 그중 일부는 압박을 받으면 흔들리기 시작합니다. 도로의 상태가 어느 정도 관련이 있지만 근본적인 해답은 아닙니다. 자전거는 흙길이나 보도에서도 탈 수 있습니다 (보도에서의 주행은 보행자와의 마찰을 일으켜 처음에는 대중에게 인기가 없었습니다). 역사적으로 볼 때, 도로는 자전거가 대중화된 이후에야 개선되었습니다. 오히려 도로 개선을 요구한 것은 자전거를 타는 사람들이었습니다. 말 또한 이 현상을 완전히 설명하지 못합니다. 자전거는...

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The Roots of Progress About the blog • Writing • Speaking • Bibliography • Subscribe • Roots of Progress Institute Why did we wait so long for the bicycle? by Jason Crawford · July 13, 2019 · 11 min read The bicycle, as we know it today, was not invented until the late 1800s. Yet it was a simple mechanical invention. It would seem to require no brilliant inventive insight, and certainly no scientific background. Why, then, wasn’t it invented much earlier? I asked this question on Twitter , and read some discussion on Quora . People proposed many hypotheses, including: Technology factors. Metalworking improved a lot in the 1800s: we got improved iron refining and eventually cheap steel, better processes for shaping metal, and ability to make parts like hollow tubes. Wheel technology improved: wire-spoke (aka tension-spoked) wheels replaced heavier designs; vulcanized rubber (1839) was needed for tires; inflatable tires weren’t invented until 1887. Chains, gears, and ball bearings are all crucial parts that require advanced manufacturing techniques for precision and cost. Design iteration. Early bicycles were inconvenient and dangerous. The first version didn’t even have pedals. Some versions didn’t have steering, and could only be turned by leaning. (!) The famous “penny-farthing” design, with its huge front wheel, made it impossible to balance with your feet, was prone to tipping forward on a hard stop, and generally left the rider high in the air, all of which increased risk of injury. It took decades of iteration to get to a successful bicycle model. Quality of roads. Roads in the 1800s and earlier were terrible by modern standards. Roads were often dirt, rutted from the passage of many carts, turning muddy in the rain. Macadam paving , which gave smooth surfaces to roads, wasn’t invented until about 1820. City roads at the time were paved with cobblestones, which were good for horses but too bumpy for bicycles. (The unevenness was apparently a feature, assisting in the runoff of sewage—leading one Quora answer to claim that the construction of city sewers was what opened the door to bicycles.) Competition from horses. Horses were a common and accepted mode of transportation at the time. They could deal with all kinds of roads. They could carry heavy loads. Who then needs a bicycle? In this connection, it has been claimed that the bicycle was invented in response to food shortages due to the “ Year without a Summer ”, an 1816 weather event caused by the volcanic explosion of Mt. Tambora the year earlier, which darkened skies and lowered temperatures in many parts of the world. The agricultural crisis caused horses as well as people to starve, which led to some horses being slaughtered for food, and made the remaining ones more expensive to feed. This could have motivated the search for alternatives. General economic growth. Multiple commenters pointed out the need for a middle class to provide demand for such an invention. If all you have are a lot of poor peasants and a few aristocrats (who, by the way, have horses, carriages, and drivers), there isn’t much of a market for bicycles. This is more plausible when you realize that bicycles were more of a hobby for entertainment before they became a practical means of transportation. Cultural factors. Maybe there was just a general lack of interest in useful mechanical inventions until a certain point in history? But when did this change, and why? These are all good hypotheses. But some of them start to buckle under pressure: The quality of roads is relevant, but not really the answer. Bicycles can be ridden on dirt roads or sidewalks (although the latter led to run-ins with pedestrians and made bicycles unpopular among the public at first). And historically, roads didn’t improve until after bicycles became common—indeed it seems that it was in part the cyclists who called for the improvement of roads. I don’t think horses explain it either. A bicycle, from what I’ve read, was cheaper to buy than a horse, and it was certainly cheaper to maintain (if nothing else, you don’t have to feed a bicycle). And it turns out that inventors were interested in the problem of human-powered vehicles, dispensing with the need for horses, for a long time before the modern bicycle. Even Karl von Drais, who invented the first two-wheeled human-powered vehicle after the Year without a Summer, had been working on the problem for years before that. Technology factors are more convincing to me. They may have been necessary for bicycles to become practical and cheap enough to take off. But they weren’t needed for early experimentation. Frames can be built of wood. Wheels can be rimmed with metal. Gears can be omitted. Chains can be replaced with belts; some early designs even used treadles instead of pedals, and at least one design drove the wheels with levers, as on a steam locomotive. So what’s the real explanation? To understand this, I dug into the history of the bicycle. The concept of a human-powered vehicle goes back many centuries. The earliest reference I have found is to Venetian engineer Giovanni Fontana, who in the early 1400s described a four-wheeled carriage powered by a driver pulling on a loop of rope connected by gears to the wheels (it’s unclear if he ever even attempted to build such a machine; Fontana sketched a lot of strange things ). Another early concept was described in the book Bicycle by David V. Herlihy : More than three centuries ago, the distinguished French mathematician Jacques Ozanam spelled out the theoretical advantages of a human-powered carriage “in which one can drive oneself wherever one pleases, without horses.” Its owner could freely roam along the roads without having to care for an animal and might even enjoy a healthy exercise in the process. Moreover, this particular type of “self-moving” vehicle, in contrast to those that called for wind or steam for propulsion, would run on that most abundant and accessible of all resources: willpower. But how to construct such a valuable vehicle? That was the twenty-third of some fifty “useful and entertaining” problems Ozanam identified and addressed in his famous Récréations Mathématiques et Physiques , published in 1696. Ozanam’s book presented a proposed solution from another inventor: another four-wheeled carriage, driven by two people (one to steer, one to power the vehicle by stepping up and down on large treadles connected to the wheels by ropes, pulleys, and gears). It seems that for centuries, the carriage was the model for human-powered vehicles. Various inventors tried their hand at designs, and some were even built. There is a record in a London journal of an attempt in 1774 that went up to six miles an hour. French inventor Jean-Pierre Blanchard (who would later go on to fame in ballooning) built a human-powered carriage that went a dozen miles from Paris to Versailles. An American mechanic named Bolton built a version in 1804 that used mechanical leverage from interlocking gears. Presumably, all these attempts went nowhere because the machines were too large and heavy to be practical. The key insight was to stop trying to build a mechanical carriage, and instead build something more like a mechanical horse. This step was taken by the aforementioned Karl von Drais in the early 1800s. Drais was an aristocrat; he held a position as forest master in Baden that is said to have given him free time to tinker. His first attempts, beginning in 1813, were four-wheeled carriages like their predecessors, and like them failed to gain the support of authorities. But in 1817 (possibly motivated by the aforementioned food crisis and resultant shortage of horses, although this is unclear), he tried again with a new design: a two-wheeled, one-person vehicle that is a recognizable ancestor of the modern bicycle. It was made of wood, with iron tires. He called it the Laufmaschine , or “running machine”; it had no pedals, and ins