April 23, 2026 · 07:30

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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April 22, 2026 · 15:04

Whatever the BS indicates

So, I was looking at a few matters and some connect to yesterday’s setting. As such, this morning I was given by CBC (at https://www.cbc.ca/news/politics/poilievre-losing-losing-losing-carney-trade-9.7171738) ‘Poilievre says Carney has been ‘losing, losing, losing’ on U.S. trade war’ and I personally call out this incorrect setting (calling it a lie is so crass) as I see it, PM Mark Carney has done whatever he can to make Canada less reliable on the United States, giving the country options and not to be set to the whim of a their own version of King George III and lets face it the one in the United States, looks nowhere near as good as Nigel Hawthorne (supporting evidence below).

We are given the additional “Conservative Leader Pierre Poilievre launched a pointed attack on the Liberal government’s handling of the Canada-U.S. file Tuesday, saying the results so far have fallen well short of the mark and the prime minister is “losing” the trade war. Speaking to reporters after Prime Minister Mark Carney unveiled his new trade advisory council to help with the U.S. dispute — a body that includes some big-name Conservatives — Poilievre lashed out, saying the Liberals ran on settling the issue at the last election but there has been no discernible progress to this point.” And in a stage where that less than appealing person in Washington, is calling Canada the 51st state, giving it tariffs that got well beyond what is acceptable (whilst giving Russia allegedly no tariffs) and whilst we see “Carney says there’s been a ‘rupture’ in Canada-U.S. relationship, while Poilievre wants to draw closer”, so does any real Canadian want to vote for Pierre Poilievre (also known as Peter Polivicious by some)?

So whilst we see this and whilst we were given yesterday ‘Trump says he does not want to extend ceasefire with Iran’ (source: Reuters), today we get ‘Trump says ceasefire extended as talks with Tehran in limbo’ (source: Al Jazeera) and this is a person Canada wants to get closer to? Then we get that a lot of Canadians are christians, so do you want to get close to a person who attacks the pope on humanitarian issues as well as “President Trump has been lobbing insults at Pope Leo XIV in response to his criticisms of the war in Iran and appeals for peace, marking an unusually pronounced rupture between the leaders of the world’s most powerful country and the world’s largest Christian denomination. But Leo criticized the Trump administration’s mass deportation efforts both before and after he was elected leader of the Catholic Church. He told reporters in November that the treatment of immigrants is “extremely disrespectful,” echoing the views of his predecessor, Pope Francis.” So do we (Commonwealthians) ever want to get close to this (so called) king? Or are we ready to steer the Commonwealth to safer waters? In that case, why would anyone ever consider the conservative PP or any of his arguments valid? OK, I will admit that the rental issues he raised last year were valid, but as I see it, no force in the Commonwealth gives rise to closer working with President Trump. 

And this is merely my view (also shared with many in the Commonwealth) and I could be wrong, but I do not think so. As such It is time to reflect on a few things that PM Mark Carney achieved over the last year (as I am not Canadian, I reserve the right to miss a few items).

  • Economic & Environmental Policy: Removed the consumer carbon tax, and pushed for deregulation to support industry.
  • Trade & Infrastructure: Passed legislation to reduce interprovincial trade barriers.
  • Housing: Launched the Build Canada Homes agency to accelerate development.
  • International Relations: Formally recognized the State of Palestine, strengthened ties with India and China, and continued strong support for Ukraine.
  • Social Policy: Implemented tax cuts for the middle class.

And these items are merely of the last 15 months. Also he increased trade with China, revenue the country can really use and achieved a higher trade settings with the EU and NATO, optionally also increased trade with Australia and New Zealand. All options whatever the conservatives throw in to the mix would never achieve as they are most likely not equipped with the knowledge of Economy that the present Prime Minister has.

So feel free to agree or disagree, but whatever America throws at Canada (like: Meanwhile, the Americans are demanding Canada change dairy access rules and drop some protections for its cultural sector, among other demands) which is funny, because that is decided by Canada, not the United States. 

So you all have a great day and remember it is still yesterday in Vancouver.

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April 21, 2026 · 23:55

This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

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April 21, 2026 · 05:45

For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.””

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.””

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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April 20, 2026 · 07:11

The bare numbers

Politico gave us less than I day ago that Iran fired over 90% of its missiles and drones on civilian infrastructure targets. With ‘UAE official: More than 90% of Iran’s targets were civilian infrastructure’ (at https://www.politico.com/news/2026/04/19/united-arab-emirates-iran-civilian-infrastructure-00880064) we see a few facts. The first is the absolute worthlessness of António Guterres, Secretary-General of the United Nations and from me there is no reason to call him ‘His Excellency’, his silence on this matter is deafening. We are given “Reem Al Hashimy, the UAE’s minister of state for international cooperation, said during a Sunday morning appearance on ABC’s “This Week” that Iran was seeking to destroy the UAE’s “model of prosperity and tolerance.” With the additional ““We used our oil wealth to build an economic powerhouse. They used their wealth for nuclear programs that are nefarious, for missiles, drones, proxies, etc.,” she told host Jonathan Karl. “So whereas we tried to become and have become an international, global, responsible player, they are a pariah state. And they wanted to break that model, but they underestimated our resolve.” The UAE has faced a barrage of attacks from Iran since the U.S. and Israel launched joint attacks on Iran in late February. While the Gulf state, like many of its neighbors, initially opposed the war, it has since shifted its tone as it considers how to avoid the breakout of a larger regional war.”

It seems to me that the United Nations is failing is plenty of ways, but perhaps they are busy playing host to another mission at present.  He ends with “Asked if she harbored concerns about Trump’s threats, Al Hashimy said the UAE believes that “maximum pressure” is necessary to move forward, while cautioning against civilian attacks. “Ultimately, we don’t want to hurt the Iranian people. That’s very important to mention. But at the same time, it’s the Revolutionary Guard that have taken forward a military stance and a posture not against the U.S. and Israel alone, but against the very neighborhood that they operate in through the Gulf states.”” I hope that the UAE optionally is willing to test the solutions I handed them (and the KSA as well) to destroy the infrastructures of Iran as well (I published them over the last month, one for shipping, one for trains and optionally one for trucking). It was my personal believe that Iran options come to a stand still when all three are hit. 

The fact that it seemingly is Politico illuminating that side of the nastiness of the Iranian war will find its way to the mainstream media soon enough. 

On the other side, the BS setting of influencers who give us that the Dubai mall is empty, usually with a picture of Sheikh Mohammed bin Rashid Al Maktoum on the starting page is making me angry, as such an image of the entrance to the mall of Dubai less than 24 hours ago.

I think that Google needs to do something about the use of misinformation on its YouTube pages. I am all for freedom of speech, but that comes with a healthy dose of accountability.

It seems that the UAE is under attack from several parties, not just Iran, it is easy to hide behind the bare numbers in the middle of Ramadan, but Ramadan is now over so whilst over a million people are attending the Hajj, an event that Saudi Arabia just officially opened the doors to, we need to see what is real and what is not. Perhaps the idea of a web view outside of the Dubai mall and perhaps some other places, so that the world can see the BS that these wannabe influencers are handing you.

Just a thought to entertain, I remain a decent ally of the UAE and the prosperity and goodwill they advertise. And even as Iran is still attacking Abu Dhabi, visiting Yas Island remains a firm number one on my bucket list for now, so it is my wish that the Harry Potter addition to Warner Brothers Theme parks, especially as the ones in the United States are basically no longer a good idea.

Have a great day

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April 19, 2026 · 10:11

The competition is moving

Yesterday (less than 24 hours ago) I took notice of an article in the South China Morning Post (at https://www.scmp.com/tech/article/3350460/nvidias-jensen-huang-warns-huawei-chips-deepseek-ai-models-would-be-horrible-us) where we see ‘Nvidia’s Jensen Huang warns Huawei chips for DeepSeek AI models would be ‘horrible’ for US’, so we see everyones favourite boy-scout giving us that Huawei could be either a terrible setting of everyone (us) or it could be horrible for the United States (US), I don’t know about the first one, the second one the United States did to themselves. And the setting of overvaluation by the United States on fake AI, versus undervaluation of Chinese fake AI is considerable as the United States is giving value to what China sees as a mere 3% valuation. I am willing to go with “You had that coming” and in addition as I see it the Huawei MateBook Fold (2TB SSD / 32GB RAM) is an engineering marvel. 

It is the first product to be an actual threat to Apple’s iPad and that was long overdue. Don’t get me wrong, I have been an avid fan of the iPad and I had one since 2011, so you might say I was there almost at the start and it never let me down, 2 years ago I got the iPad Air and it is still doing its bit for me every day (almost every hour). That is true innovation and now the Huawei is surpassing it with the Huawei MateBook Fold, it makes us think that Microsoft is still in the water scuttling its own future. Huawei is that much ahead of the rest. And now Jensen gives us “What do you think happens when it is equipped with a chip running DeepSeek in the background? 

That is the reality of so called sitting on their asses and getting surpassed by all the western technology. Add to this 6G Huawei is researching with “70 GHz mmWave for short-range communication, aiming for speeds exceeding 10 Gbit/s and sub-millisecond latency” some say that US sanctions will prevent this, but Huawei is the innovator, nothing comes near this and the so called west, including Europe, Middle East, Asia and Australia (New Zealand too) have had enough of greed driven sanctions by the United States. Germany already went overboard (as stated by some) giving France and Italy enough settings to follow suit. So when Huawei gets to install its pilots in the UAE and Saudi Arabia, the rest will almost be standing still, as the current setting is that their 5G is about 700% faster than anyone else (almost twice as fast as South Korea has) and that was almost 5 years ago (source: Statista) and I talked about that in one of my blog articles raising awareness for smart ware. So as I see it, the moment Huawei releases its combines tablet to the west, the United States is done and I reckon that Apple will lose a lot of customers, It will also be the point where Huawei will make its HarmonyOS NEXT (or HarmonyOS 5) to the larger collective in Europe and from that point the United States is no longer working at 41% (at the speed comparison Statista gave us) it will be reduced to a mere 23%-38% of whatever will be running in the Middle East, Europe and Asia. That is the setting and the DeepSeek chip is making it a much easier jump as the United States was honey coating the chains with (fake) AI and now Huawei is nearly at a point where they can state “We have AI too in all our Huawei models” and it comes at mere pennies to the dollar (compared all the other providers). As such Huawei was working in the background and the United States willing to strangle any press releases (a speculation by me) on the subject.

So whilst we are given “If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday. The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.” So whilst I have no idea how accurate the Reuters article is (never read it) I can surmise that the Products from the United States (like Apple) are unlikely to have anything to counter the Ascend 950PR processor, off course I am always happy to be proven wrong, but the setting I reported on in 2024 where the iMac has a mere 24GB RAM and 2TB drive, which should have been at least 64GB RAM and 4TB drive before 2025, is still in the old settings. 

Either that technology is unable or the people of Apple are sitting on their hands is nothing less of a joke, even if it is now possible to get it in Orange, Revell has given Apple that option for a mere €3 per model and Revell had that option for years (if not decades) so whilst we get the ‘innovation’ of colour, it is not, it is mere iteration and there are a few other settings were these innovators are sitting on their asses (optionally overdosing on viagra). Innovation is a game that is unrelenting and I have warned the larger audience of that for years, if not decades. 

Now the hard truths come calling and Huawei is the next innovation that is up for grabs and whilst Apple comes with the claim “Center Stage front camera with a new 18-megapixel square sensor, a 6.3-inch display with 120Hz ProMotion (available on the standard model for the first time), and the high-efficiency A19 chip.” It is not innovation, it is iteration and I see iteration as the next step from an innovative setting. That is what has been around for a long time and the days of the Apple iPad might be numbered now. I reckon that Huawei is unlikely to bust the Apple iPhone numbers for some time, but there is a danger that the Huawei Mate X6 (or the models that come after that) are unlikely to bash iPhone or Google Pixels as they are (for now) too expensive, but these new versions are ready to knock on our doors. So there is danger to be seen (for western technology) in the words of Jensen Huang and as the United States is massively anti-China, I wonder if Canada might be the next stage for illuminating the North American customers. I have no idea how Canadians are staged towards Chinese technology, but as their stance towards the Trump administration grows more hostile, there is every chance that this stage might go successful for China, especially if the US Ambassador Pete Hoekstra gives us another of his diplomatic jabs, as I see it, every time he says something more and more Canadians get a fresh doze of anti-Americanism. I’m just calling it as I see it.

Have a great day and consider the words of Jensen Huang, he might be more on the ball than I am (never a truer word was spoken). 

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April 18, 2026 · 12:36

The danger of assumption

I saw the CBC news, then I saw a YouTube video and as there is some relation, I thought it important to illustrate this as I am a Commonwealthian, as such I stand with Canada. The news (at https://www.cbc.ca/news/politics/lockheed-martin-officials-canada-tout-maintenance-plan-f35s-9.7168398) where we see ‘Lockheed Martin officials coming to Canada to tout maintenance plan for F-35s’ I the first degree I was clearly on the Canadian side (I still am, in case you worry). We were given “Canada ordered 88 F-35s in 2023, but began reassessing its options after Trump took office” with an additional “Canada has a firm order for 16 F-35 aircraft, to begin delivery later this year, to replace Canada’s aging fleet of CF-18s. As CBC recently revealed, Canada has discreetly begun to incur expenses toward acquiring another 14 F-35 aircraft. Several politicians have been invited to Tuesday’s event in Mirabel, but National Defence Minister David McGuinty and Industry Minister Mélanie Joly do not plan to attend. Senior American executives from Lockheed Martin and L3Harris are expected at the event.” It comes with the added “In its media advisory, Lockheed Martin said its agreement with L3Harris “will provide Canada with greater control over aircraft maintenance, reduce reliance on overseas logistics and enhance operational readiness.” L3Harris is still trying to convince the governments of Canada and Quebec to offer funding to help modernize its facilities in Mirabel. The company has said thousands of jobs in the region are at stake. L3Harris is hoping to transform its Mirabel facilities, which are currently used to service CF-18s, into a maintenance depot for Canadian and American F-35s.” As I see it, it is an act of desperation. The much larger setting of the Saab JAS 39 Gripen a Swedish solution, is cheaper, is more reliable in cold environments and it comes with added of economic settings for Canada. Lockheed Martin has no real answer and President Trump made the sale of 88 F-35 a liability and Canada is looking for a better solution, one that takes the pressures away from the United States giving Canada. The Swedish solution makes perfect sense for Canada and as such Canada is seemingly (I use seemingly as I have never seen the original sales documents) chasing Sweden and its Saab solution. The simple bottom line is that Canada can get 2 Saabs for every F35, as such it is quite the cost saving. As such Lockheed Martin is scared, its own president endangered the sale for billions and that is a problem, as such the options given to Canada is fluidic, more options and there is the fear factor, a fear factor for the United States, because Canada when it pulls out the American pillars of economy and taxation are almost certain to collapse. And Lockheed Martin is the first corporation to fae billion dollar losses because of the silliness of one particular person in Washington.

The setting that spending on nearly any kind in the United States are seen as the more risky spending is now seen as other spending settings is considered and there is a win for Sweden as well as the EU on other fields. There was a second setting, but it seems that there is a level of inaccurate settings by Today Canada stating that yesterday at 03:45 Trump stated “51st state soon”, it would be anger instilling, but I found no evidence that this actually happened and if it was on Trump social media, everyone would be shouting it. 

So that is not a factor, but the underlying setting is (which the media is ignoring too) the underlying setting is that the United States is (as I personally see it) almost completely out of cash. They are shifting all kinds of posts that they can pay later for what they need to pay now. I have given these views in the past (not interested in hashing out the same) but the setting adds up. As such I believe that CBC is reporting on the desperation of gaining the favour of Canada and they are willing to bend over backwards. And as a definite winner is not announced (not in the media) Lockheed Martin believes it has options for now. And whatever the actual sentimentality is towards Canada, there is a firm believe that President Trump has actually united the world. As far as I know the United States is now (for the most) the most hatred nation in the western world. So president Trump united all the nations. The fact that it is against the united States might be a mere blip on his radar. The problem is that the media is no help as they lost too much credibility and as such the influencers and doom speakers are now calling for out attention (players like Today Canada) and should they be right, then they should present the evidence, not just the images of old, with suiting dialogue. And as I usually check all the sources handed to me, Today Canada fell through the basket a fake news bringers.

But the setting is still of importance not directly what President Trump did or did not do, but the need to vetting the information we get must be vetted. Some (like CBC) get a pass through the credibility they earned over time, which means that there is credibility. 

So as we see the desperation of Lockheed Martin and the setting of the Saab Gripen, it would help if the world (and Canadians in particular) get a nice setting of what the story with Saab and Lockheed Martin is, what has been agreed upon and what is clearly set and what is still in tentative settings. We all get that there are tentative settings, but as I see it, with the United States any other option seems more reliable (as I personally see it). 

And whilst we can assume most things, we can at times presume a few things and those with reliability are more credible and with personal exposure to facts presumption gains more weight and those who blindly assume will lose whatever reliability they had.

Have a great day.

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April 17, 2026 · 15:07

What is real?

That is at times the question, the setting that someone is trying to give us fake. Now I am a most outspoken person in regards to AI, it doesn’t exist (yet) and whilst the media is all about AI (for their digital dollars), the real setting is when it will arrive. No matter how clever programmers become, it is still a programmers Wild Wild West. So when I took notice of the BBC (at https://www.bbc.com/audio/play/w3ct8mf3) I had different questions. We are given “Anthropic – one of Silicon Valley’s leading AI firms – recently announced that they have built a model which is too dangerous to be released to the public. Instead, they are only giving access to the model to a handful of big companies, to help them find security vulnerabilities.The company says the model has already found weak spots in “every major operating system and web browser”. Is this a genuine example of a company acting responsibly, or more of a carefully calibrated publicity move?” OK, the premise seems clear, whatever they call AI, let’s call it Fake AI might have become a tad more potent and giving it to a chosen few might be the way to go. I personally would advice Dario Amodei to talk to IBM, this is not some prearranged setting. As far as I know IBM is the most advanced player for Shallow Circuits and that is one of the thresholds to get to Real AI, until that moment comes all AI is fake. Optionally he should talk to Google too, as I have no idea how far their shallow circuits are. But it is one of the three remaining thresholds before we can get to a Real AI setting. The other one’s are the Trinary Operating System and the other is decent weeding (like removing arranged data from verifiable data) We already have quantum technology, so that is on par. The weeding part comes I reckon when shallow circuits are done, m because when we combine this with the TOS (my personal gag here and I am giggling) we have the makings of perfect data dirt weeding. But the setting also evokes other thoughts. If Anthropic is this far ahead, what the hell is Sam Altman doing with all the billions is is seemingly squandering. You see ‘OpenAI to spend over $20 bln on Cerebras chips’. I am not debating the setting, it might be the strongest there is (for now), but if this market is thrown upside down in less than a decade, it implies that Sam Altman just wasted billions on chips that are basically obsolete by the end of the year. And in that same setting the quote “OpenAI is valued at approximately $852 billion”, what will be left of that when 2027 comes calling? I have supporting ideas. If Anthropic is ahead of OpenAI, as I reckon is Google, who will pay $852 billion for a third place setting? And in addition we know that DeepSeek is out there, but no one knows how far ahead of lagging it is. What was old it can do so at a much lower cost and when did business walk away from cost reductions?

All thoughts that come to mind and the media is weirdly unaware of them, so who are they working for? Not the audience that is seemingly clear. But if you want to dismiss my calling, that is fair. So few free to investigate your own data and don’t use one source, use at least half a dozen sources and when you do you will figure out that the equations and the money drop is not evening out. It is all reminiscent of the 90’s where people will pay mountains for mere concepts. I thought we had done away with those settings? 

Still, the current call is with Anthropic and Dario Amodei. I wonder how quickly we will see an update on how that is going. I am sure it might take several weeks, but in the meantime we can consider did OpenAI overtake Google Gemini yet? If so by how much and if not, what are these headlines of chips for billions, when Lays has them for $3.99 (ketchup taste optional).

And yes 20,000,000,000 is a real number, but so is the return on investment and where is that number with OpenAI? What is his return on investment? As such have a lovely day and if you are not investing in FakeAI try enjoying your coins in acquiring some coffee or tea, they both tend to wake up the senses.

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April 16, 2026 · 22:44

Just for Cat people

I was having a weird little day dream. I was in Abu Dhabi in the Warner Brothers hotel and a snow leopard cub walked up to me, making weird catlike sounds (like the sound of a kitten, not of a tiger like creature) I fed it three sausages cut in half, the little rascal loved them and purred at me. The idea was a just a little day dream but it got me thinking and my weird brain came up with a new game. As such, I will put some of it here and bequeath it to a game designer in Abu Dhabi, after all the Iranian attacks and the drop in revenue it brought, I was thinking to do something about it and it can be designed for all non-Microsoft systems. It is my way of halting their greed settings. So without further delay

Just for Cat people

The game is an RPG game, it could be based in the UAE, which makes it a novelty in its own right. The intro is the introduction to the game and how it is played. The person is walking and during road maintenance he/she gets too close and falls in the hole that the shifting ground creates. The person falls down on a statue of bast which was on an altar of Anubis. We see the liquid in the stature suck into the skin of the player and then we get to walk a little parkour of events including some scorpions, which you suddenly see. Walking, maneuvering and jumping. The game ends the setting that they drive you back home to your apartment. 

We then get a small cutscene of voices and the image of Bastet. It will be in original Egyptian with the hieroglyphs and English/other language subtitles. The story is that you were drowned in the essence of Bastet and you will be tasted and should you fail your soul is given to Bastet as a sacrifice. The walk to work is the first level. You get the sight of the cat and the speed of the cat. Walking is normal until you press the R2, at that point you will gain the speed and reaction of a cat. You already have the sight and you can see a lot more when you focus on something (with L2). It is the bare simple side. 

The idea that you gain a cats abilities when you get in contact with one. It gives the settings that you gain the speed of a cheetah, the strength of a tiger, the agility of a Savannah cat, the jump abilities of a snow leopard. 

The second setting is that you have to do a level whenever you get a new catlike ability and there is a part of what some call AI fusion with a cat (YouTube is filled with them) your looks adjusts to whatever cat is added to your abilities and shows you the new particulars added to your looks. 

There is more to come as the ability to change into your cat person, but can only maintain it whilst you are unseen. It is the simple part of the game and there is more to come, but with the millions of cat lovers out there, I think the game has options and it could have a future, but then that might be merely me seeing this.

So take in consideration a 3d game with stealth and it needs to have an action part. My idea is to add the Disciples of Anubis as the antagonist, which would fit the discovered shrine. The setting becomes how to fit the needs of Bastet to the goals of the disciples of Anubis and visa versa. The idea is to include a few more elements, the idea of Egyptian parts into the UAE might give a nice touch to it all. We know that “Egyptian influence in the UAE is profound and multifaceted, characterized by a deep strategic, political, and cultural alliance. Egypt plays a key role in the UAE’s professional sectors, particularly education, legal, and engineering, while roughly 600,000 Egyptians work in the UAE.” So, what would would enlarge the setting more? I think that this could work and I would be happy to leave it in the hands of whatever UAE game designer wants to pick this up.

The idea just formed to include the rusty-spotted cat as it is the smallest cat there is. Also the setting on which cat you add in which order is open, so that the fusion part will always vary. So we might be smaller because of that, and become larger when the tiger is added, but there needs to be a tradeoff, the large tiger is stronger making fights easier, the compact size of the rusty-spotted cat makes you ‘weaker’ against more powerful foes in direct fights. And as the game is replayed, someone will find the benefits of some cats better than others. And I have always been a pure believer of replay-ability.

I think I have more to write on this, but that is for another day. For now this idea is setting in my brain and there is more to come. So, not bad for a few hours?

Have a great day.

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April 16, 2026 · 05:47

Lying for revenue

That is the simplicity of this construct. It is not an error, it was not an oversight and it was not the non existing AI, there is the chance that someone fucked up on programming the ML that connects certain procedures, but the truth is that LinkedIn likely is lying to you.

To illustrate this I am giving you

Here we see 3 profiles looking at individual ‘xzddbv’ it doesn’t matter who this is, because it could be you. I know for a fact that there were at least 4 profiles, but that is outside of a few kinks that LinkedIn gave permission for. It comes with the territory I reckon, the elemental part is that the second sample gives us 

That person (the stated ‘xzddbv’) has zero profile views. Isn’t that odd? A system like LinkedIn that is now accepted as a near global setting for jobseekers, they have no money, they have no options because the job settings on a near global bases is based on lies. I showed in 2013 that some places were unreliable, giving us that there were 1600 open Unix positions in Sydney, whilst most of them were bogus. And it went downhill from there, it ended up being a breeding ground for spammers and scammers and whilst these ‘job sites’ made their money for ‘marketing’ purposes they never cared what happened to the people looking for a job. Wasn’t that the revelation of the century?

But now there is every chance that LinkedIn is becoming as unreliable as others and that is just not on. On the other hand I just learned that Microsoft owns LinkedIn, as such the surprise fades (rather fast). So to fire up their engines, can we see if there is a Chinese alternative we can live with? A version of for jobseekers that operates with critical views in the Commonwealth and/or Europe? 

There is only so much we can forgive, it is time for change. Have a great day.

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