Repetition to be

This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there. 

There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. 

So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. 
Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. 
So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018): 

So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care) 

The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt)  “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s. 

Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible. 

So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.

As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.

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Sighting the noose

This is almost a real setting. There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions. France is shifting 500,000 workstations. To open source software, equally schools and public sources are making equal changes. Italy is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. EU (General): Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. We see at present what happens when President Trump switches the internet to OFF and there is more happening and some are ahead by a decent amount. This implies that the bulk of 450,000,000 accounts are switching. Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is doubling down in everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build, when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this braindyain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this nose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? So what happened to that StarGate project? Is that still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chink of the $700,000,000,000 that is due in 2026. So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

But what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and I reckon it is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is in a bind and it is largely their own fault.

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Where is the edge?

That was where I was, I had no idea what to write about for the first time in 11 years, but fortunately the BBC helped me out in two occasions. The first one (at https://www.bbc.com/news/articles/crkrkd2xlx6o) gives us ‘YouTube’s $60bn revenue revealed amid paid subscriber push’, which his not surprising. The people who initially turned down that offer must befitting themselves over the head with this. So when we see “The figure, which totals the money generated through advertising on YouTube as well as paid subscriptions, far surpasses streaming rival Netflix’s $45bn revenue. It appears to be the first time Google has individually highlighted its video platform’s yearly revenue since acquiring it in 2006.” I reckon that all these data centres require Google (aka Alphabet) to show that they are doing well in regards to other expenses. So when we see ““YouTube is one of – if not the – most-used of all digital offerings, with over 70% of international consumers using it weekly, and over 50% using it daily,” she told the BBC, citing Midia consumer survey data. Kahlert said the different ways the platform makes money – such as through adverts, or charging a monthly subscription to remove them – means it can “capitalise well” on its large audience.” And I reckon it is a way to thwart Netflix with “Netflix has recently sought to ink deals with content creators, including popular YouTubers, in an effort to boost its own offerings.” I reckon that a company getting 33% more revenue than their competition is a decent way to thwart that setting. But what am I thinking? You see, there is more in play here and I reckon that Google will let us now that as soon as they are ready. Perhaps they might be considering the stage I gave with Augmented Reality in malls. You see, malls need an overhaul and rather quick. The eyes of the consumers are too adjusted to malls and at present one mall is as good as another (with the exception of Harrods and the Dubai Mall I think) but outside of these two, they are nearly all the same and an overhaul is required. I think that there is a new level of revenue coming from that, but what do I know?

I think that the optional damage that Netflix might bring and the Data Centre setting is reason why we now see YouTube revenue and that also brings a decent danger, because stable isn’t sexy and the revenue require an annual boost, but how? That is the setting when you make $60,000,000,000 per year and when you consider that this is $500M per month and when that falls down with an expected quarter not being reached, the game changes and that might have been the reason why Google never gave that number, so either Google is stretched too think with the Data Centres, or Netflix is making headway into YouTube content creator. I don’t know which one and it might be both to some degree. 

What is a given is that Google needs to look into new areas of advertising and digital awareness creation. I gave then (via my blog) more than one solution for over two years, so it is up to them to pick up that ball. Pretty simple, not?

But there is more to consider, you see Nintendo just announced (at https://www.bbc.com/news/articles/ckglk543x3go) that ‘Nintendo Switch becomes gaming giant’s best-selling console in history’ with “The Switch is now the best-selling Nintendo console in history, having surpassed 155 million sales since it launched in 2017.” As such, Nintendo is just short 5 million from the Sony achievement and Sony had 25 years to get here, Nintendo did it in only 8, so it is a given that the Switch will break the PS2. That is not a bad thing for the PS2, it was surpassed by the PS3, PS4 and PS5. It had its day, for me it was more important to see Microsoft fall down to a lousy third place with nowhere near the numbers Nintendo or Sony had to give ad I am still ager to dwindle it down to 4th position, but that requires a few people to move their asses in gear. And with Tencent, the chances are that Microsoft will end up in 5th place. They would be the worthy winner of the wooden spoon (I have a nasty sense of humor).

But this could also drive Googles ‘revenue’, or at least a more global awareness. You see, what I saw as a Sony setting (which they never pushed for) is now up to Google. The option for your Google account to link a secondary account, a gaming account where the gamer decides whether they are openly linked or not. With the secondary account that gives the goods on your gaming settings to an account site and connecting with your friends there so that you have complete communications with them (or not) and show off your achievements in that page and it could connect to all your consoles, so you get a Nintendo account, A Sony account ad a streaming account. (Amazon Luna, Tencent) so now you have your abilities online too, and it is one directional, from the console TOWARDS the account. The same account, but a distinguisher whether it is Nintendo (1), Sony (2), or Streaming (3). And you can set a singular connect (Sony people only see your Sony dealings) and you can add the other accounts to that, with the stage that they are connected over all the devices or not. This gives Google a large benefit towards gaming advertisement and so on. And as Google gets more and more data, the gaming setting becomes more and more important. But it should be left to the gamer if they want that connection open or not. No matter what is done, Google wins and so do the gamers. Because the gamer is central in this. I am weirded out that Google seemingly never considered that, especially as they left billions on the floor with the Google Stadia. But that isn’t really my concern.

What does matter that with the publication of the YouTube revenue, more players will come because they want to capture their grains for greedy purposes. I am considering that like the revenue display, the advertisement revenue and gaming revenue will enable this isn advertisement too much, It is becoming a behemoth of revenue and these ‘princes’ of advertisement (lets call them Mad Men Wannabe’s) are too willing to strike into anything that they can exploit, but that might be merely my distrustful personality. So you all have a great day today. I am melting in the evening with 30 degrees and no relief for me in sight until 06:00.

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One topples the other

That is at times the setting. It is basically defined under ‘the cost of doing business’ and at times companies big and small go under from that overset risk. It is of course due to the pussies overhang nations that they made all this ‘tax deductible’ and as such governments and its citizens  pay the price in the end. So as we see seeking Alpha giving us ‘Microsoft: An OpenAI Problem’ (at https://seekingalpha.com/article/4867091-microsoft-an-openai-problem-rating-upgrade) a few settings with in the first place “First, given that 45% of RPO comes from OpenAI, MSFT stock is now a beta around the pessimism that surrounds this startup, especially in the last week”, as well as “the market is throwing the baby out with the bathwater. Microsoft is part of the software infrastructure industry, which is dragging down tech” which all seems to make sense, but in that same setting what does set the matter separate is “I don’t think Microsoft will write down its RPO due to OpenAI not being able to pay in the future, but I’m mindful shares could remain under pressure in the near term” and here I am considering the larger stage of “due to OpenAI not being able to pay in the future”. A setting that too many are overlooking. The ‘AI’ baby of all greed driven entities are not looking at what is holding up this figment value. It lost against Google’s Gemini and I understand and I also herald the setting that a lost battle is not a lost war, but too many are ignoring this fact because they are seemingly going all in and bad news is seemingly being filtered away. And in the second we see Seeking Alpha giving us “I think Microsoft has two main problems right now. One of them is called OpenAI (OPENAI). The sentiment around Sam Altman’s firm is anything but positive, and in this piece, I will discuss the key issue that is pressuring the most important startup in the world. The other factor is the selloff in software. Microsoft is part of the software infrastructure industry, and the risk-off move among investors is way too strong.” And why do I think that?

Because these vultures are feeding Oracle to the wolf wannabe’s and to the turmoil of the greedy driven capitalist waves of whatever floats their boat, whilst Oracle is the one stage that is the most  stable at present. Now that the game is close to up for some, now we see that Microsoft is having a problem all whilst no one is clearly digging into the settings of OpenAI as well as the settings that processors and even energy cycles should be having. These facts are casually thrown aside and there is something massively wrong with the stage we see here.

And as we are given (by Seeking Alpha) that “Aside from one point. RPO was up 110%, totaling over half a trillion dollars ($625B to be precise). While any company would have jumped double digits following this announcement, the fact that 45% of that RPO is attributed to OpenAI makes the quality of the backlog questionable (in my modest view)” because what ROI is OpenAI actually giving its shareholders? Where is the profit? It is not there and it will not be there for at least 5 years (a number voiced by some). As such the equation doesn’t seem to hold, but the investors went all in on this and they are playing some kind of poker (where you increase the investment doubling again and again until the pay off comes, I am not into poker) and that is the problem. So what is RPO here? Remaining Performance Obligation or Recovery Point Objective and in the second question setting, we wonder where that the Remaining Performance at the Recovery Point exactly is? You see, at no point in this article we see ROI (Return on Investment) and why not? Is the story that this is 5 years pending too hard to sell?

So, as I see it, it is 2008 al over again but the impact will be much harder, the economy does not have the resilience to go through that again and the US Administration is throwing a dozen sabot’s in that engine, as such the impact will be a lot harder and I spoke of that almost 6 months ago (not sure where) and as we look into this we see no answers and isn’t that weird? The players who are all about ROI and revenue forgoing that setting? So where are Sam Altman, OpenAI and Return on Investment? Even Bloomberg is telling its readers that ‘Microsoft’s Deal With OpenAI Now Viewed as a Risk, Not Reward’, so where are all these Bloomberg wannabe’s? It seems that the stakeholders are filtering out what some need to know right of the bat and that seems not to be coming (at present). In addition to all this Seeking Alpha gives us “The pressure on margins due to the buildout should have been priced in since October 2023! I think it is pretty much mainstream (ask your cab driver next time, for real) that the hike in depreciation is a natural effect of the AI buildout. However, and this is the main risk to being bullish right now, I don’t think the market is willing to recognize this fact. I think the market wants to see a return on the AI data center buildout, and any deterioration in earnings (both revenue growth and margins) is used as an excuse to head for the exit. This remains the largest risk, as Q3 will see a deterioration in Q3 gross margins (per management guidance).” Personally I see that Microsoft should survive this, but to what extent? I want to be clear here, because I have given an anti-Microsoft view before (they deserved this), but here I am out of my depth because I do not have an economic degree. But the people at Seeking Alpha did (a speculative expectation) and the stage of “pressure on margins due to the buildout should have been priced in since October 2023” is something that we haven’t seen, did we? At least I never did (mainly because I do not care) but the people who did, did they see that?

The entire setting smells like yesterday’s diaper (see: Baby Herman) and no one seems to be catching on that something doesn’t feel right. So will the investors claim foul play when they lose their investment? Will the stakeholders be held against the light? All valid questions and I am certain that no answer will follow by anyone who has the valid jurisprudence title and now that the Federal Reserve is no longer hands of Jerome Powell, it will be anyones guess what comes from that corner.

Have a great day today.

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Thinking of the Post

You’ve got it, the post, or more classically names the Washington Post. It has been on the mind of millions for the longest of times. In 1989 Robert Downey Jr. wishes he was a reporter for the Washington Post in Chances are. In 2017 Steven Spielberg makes Meryl Streep into its publisher Katharine Graham and over time there have been enough mentions and references to see that the Washington Post is (or sadly stated was) a global icon in news media. I still see it as a global icon, but I do realise that as a star in the top of the Christmas tree it has played its course and we all wonder how long it will hold out on that premiere position and perhaps that is how it will end, a true ornament of global media, the top of the tree. So I was a little taken back when this morning I saw the news (via most other media) that a third of its staff is about to be let go. So lets first start with what I personally see as a brazen lie, we see (at https://www.newyorker.com/news/annals-of-communications/how-jeff-bezos-brought-down-the-washington-post) ‘How Jeff Bezos Brought Down the Washington Post’ and it comes with the byline “The Amazon founder bought thereof  paper to save it. Instead, with a mass layoff, he’s forced it into severe decline.” It was bought in August 2013, Jeff Bezos purchased The Washington Post and other local publications, websites, and real estate for US$ 250 million, transferring ownership to Nash Holdings LLC, Bezos’s private investment company. I have to ask the simple question. How much did the Washington Post cost Jeff Bezos up to now? I think that a newspaper who should bring in millions a day is now see as “The Post has lost around 500,000 subscribers since the end of 2020 and was set to lose $100 million in 2023, according to The New York Times.” (Source: Wiki) As such the Washington post has costed Jeff Bezos well over $350,000,000 dollars. There are only so many ‘pretty pennies’ any billionaire can fork over. And nearly ALL AMERICANS are to blame here. Consider the simple truth. If you are an American and you have not bought at least 100 newspapers as since August 2014, you are part of that problem. And I am just considering you part of that problem if you did not buy 100 Newspapers in the period 2013-2026. There are a few more reasons, but that it the crunch. As there are 350,000,000 US Citizens, we can consider you part of that problem if you bought less than 100 newspapers in 12 years. The number should be a lot higher, but you might have the divide attention between the LA Times, Boston Globe, New York Times, Wall Street Journal and a few others. News media is on the way out and they have themselves to blame for it. Instead of setting proper media trenches, America let slip the setting by allowing 6,000 newspapers to exist in the USA. That is a separation of 58,400 people per newspaper and they are all vying for advertisement money, classifieds and attention. Is it a wonder that a place like the Washington Post goes down? The utter stupidity of that is beyond me to understand. I get that there are more newspapers, local newspapers, but consider that there are merely 50 states. Where did the 6,000 newspapers go? It comes down to 120 newspapers PER STATE. And with every iteration that is out there, the big ones suffer, I reckon that several of the newspapers I mentioned are in a similar predicament and that is before they consider the online presence they have or lack to have. As spoken we get the setting (at https://www.npr.org/2026/02/04/nx-s1-5699328/washington-post-layoffs-jobs-bezos) where we see ‘Bezos orders deep job cuts at ‘Washington Post’’ which has much more business sense as a setting and here we see “The Washington Post moved Wednesday at the behest of owner Jeff Bezos to cut a third of its entire workforce. The layoffs affect every corner of the newsroom. In a newsroom Zoom call, Executive Editor Matt Murray called the move “a strategic reset” it needs to compete in the era of artificial intelligence. The paper had not evolved with the times, he said, and the changes were overdue in light of “difficult and even disappointing realities.”” Which is note completely true either. You see, there is no AI at present and all who are appeasing to that “lie” are selling themselves short. Actually AI is still two decades away but the setting that is now coming is creation of events through DML and LLM is real and when verification and validation happens it will become a problem, but as I see it, there is no real validation and verification and that happens by REAL journalists at present (editors too) but as I see it, created stories are a problem and an AI could do my blog if it had what I have and as I see it places like Grok are no where ready because they lack the ability to cater to multi dimensional viewpoints, so at present I am still a superior power there. I reckon that some of these journalistic dinosaurs are similar too (if they are not part of the Jurassic Park franchise) and that is the value they currently have and it is a dwindling setting at present. So when we get

It is hard to disagree (I don’t have any facts on that, but the setting of 3,000,000 paying subscribers does have a handle, it might be too small, it might not, but I think it is too small and the 6,000 newspapers are part of that. I think that a newspaper needs to have journalists, it needs to have a national/global section and I think that over 2,000 papers are unable to do that. They all hope for the materials that floats them and the advertisements that bring them dollars. Not a way to run any newspaper (my number 2,000 is purely speculative and arbitrary) but to see that one third of the newspapers are unable to fill such a gap and merely capture the faces that read headlines is part of the problem. 

That is the setting that I fear that is part of the problem and I do not agree with Jeff Bezos, but he was not part of that problem ever. And to give you the other setting, Wikipedia gives us “In 2018, Khashoggi was murdered by Saudi agents in Istanbul.” This is a blatant lie. I ripped a hole in that UN research with nothing more than logic and there are more settings that never made sense, but that is the world we are in now, “Guilty until proven innocent” that is the era that what some call AI is vying for and until there is proper verification and validating that is all you will get and at some point someone will say “If only we still had the Washington Post” but that is the moment when this is too late. I might live long enough for that moment too come (I am no longer a spring chicken). And at the speed things are coming, I will see this moment and say “You see, I was right all along”, but those in the thick of things will not care and others will feel to hopeless. 

That is the refractionary reality of things to come. Have a great day.

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Cut through the presentations

Yup, I have had enough of the presented media on how Canadians are not that much of a bother to America’s tourism setting. And for this I put attention on Now Toronto as we take a look at their side (at https://nowtoronto.com/news/are-toronto-residents-skipping-u-s-travel-heres-what-theyre-saying/) where we see ‘Are Toronto residents skipping U.S. travel? Here’s what they’re saying’ we are being told the first direct bullet points (a nice way of summary to the setting).

Three points that make sense and that accounts for a lot more damage than anyone would have guessed at any point in time. I particularly like the ‘peer pressure’ point. It’s like a parent gets to hear ‘Really? There?’ by their 5 year old. A nice figment of my imaginary pressure seen on the inside of my eyelids. 
And with the setting given at “Some Torontonians have told Now Toronto they’ve been boycotting travel to the U.S. in the time being. “I just feel like my dollar can be spent better elsewhere,” Olivia, a resident, said. “With all of the situation going on down there, I don’t feel like going.” Olivia said the decision to avoid the U.S. solidified in early 2025 as government policies and climate shifted. Instead, Olivia said she’s opting to travel to other regions.

And it is this side that amounts to the bulk of other Commonwealthian’s who seem to decide on Abu Dhabi in the UAE over anywhere in the US where the vacation seems genuine and is also one of the safest places on the planet and whilst those are mere cost dressings, the food prices in America are getting out of hand and they are really fitting the budget aware traveller in Abu Dhabi, that is beside the other entertainment they have on one island and some hotels add entrance to one of these places every day for those staying in their hotels, as such we see benefit on benefit. So whilst the pressure seems to be adding to European places (like Euro Disney, Efteling and other locations) It seems that the pristine settings for Abu Dhabi is getting an amazing appeal and that is merely the first glance for a tourist. There is so much more to see and do in the UAE and now that Abu Dhabi is a mere 95 minutes from Dubai by train, that is a vacation that starlet tourist will wow for.

And whilst we still see “Olivia said she’s also more conscious of her spending choices, focusing on buying Canadian products to ensure she isn’t supporting the U.S. economy. Joel, a dual-citizen of both the U.S. and Canada says traveling there can be morally complicated. “Any political differences we have is outweighed by the fact that I have family there,” he said. “I have kids who want to see their aunts and uncles and cousins. Joel has noticed quite a difference in airport traffic in the last year or so when it comes to traveling south. “It’s faster at the border,” he said. “Because there’s no line-ups, there’s not a lot of people going.”” And as I see it, we are off to the races and as the UAE (Abu Dhabi) is erecting a massive Harry Potter addition to their Warner Brothers park, we see that also Disney is being added to Yas Island. As it is supposed to open in 2028, so there is time and there is already a lot to do, but these two players will undoubtedly become the death of American theme parks for many Canadians and now that they have an alternative, I reckon American tourism will get rightfully ignored by its northern neighbors and whilst the Winter-geese might be forced to keep their places for now. It seems that Florida will have a cruel awakening in the period 2025-2029. As as another source gave us a few hours ago that ‘Florida wants to win back its Canadian tourists’ and as we are given (at https://www.orlandoweekly.com/news/florida-wants-to-win-back-its-canadian-tourists/) “Tourism leaders in Florida are reaching out to their Canadian counterparts as the U.S. has seen a travel backlash over the words and actions of President Donald Trump. As Visit Florida compiles 2025 tourism figures, the agency’s President and CEO Bryan Griffin and Carol Dover, the president and CEO of the Florida Restaurant and Lodging Association, are setting up a meeting with Canadian officials.” I’m certain that us useless as the settings of hardship were pushed through by Washington DC. So we might consider whatever we want but a vagrant in Orlando called Bumble Dora (I swear that was his name) waved a twig and whispered ‘Canadia Phohibitus’ as such Florida might wish for whatever they want, but foreign policy was dictated to all by Washington and everyone decided they have hd enough of America in that setting and when you consider what the UAE offers and what America doesn’t (or no longer) offers that reality is setting in for global tourism. So when we get the ‘presented’ “In December, Visit Florida estimated 34.339 million people traveled into the state between the start of July and end of September, up from 34.239 million during the same third quarter period in 2024. The numbers showed slight year-to-year growth in overseas visitors and domestic travelers.” You know that you are being presented a gamble with loaded dice and I reckon that not merely the Canadians have had enough of that. Consider the video that we are given (at https://youtu.be/hkr0WfTufJo?si=4gSmVZ9riFvUobmz) and the empty corridors and plane. As such a mere 100,000 less tourist is a BS setting that we are given, all whilst several sources are giving the world that the United States is getting hit by $12.5 Billion lower revenue. I think that they are off by well over $30 billion more than that (for settings that suddenly no longer matter), all whilst they were used to pump up their views when it dod matter. So whilst we understand that Florida is trying to save what it can, but to give it that swing whilst we see videos all over YouTube and TikTok appear of an empty Orlando International Airport (MCO) is not the way to go about it, but that might merely be my dubious view on the matter.

But now we get to the data that I didn’t know about. We are given “Abacus Data also reported that 33 per cent of Canadians would think less of peers who continued to travel to the U.S.

The data suggested the likelihood of those polled who would scrutinize anyone traveling increased the younger the person was. “Nearly half of those aged 18 to 29 say they would think less of someone close to them for vacationing in the United States,” Abacus Data stated. “That drops among those aged 30 to 44, falls further among those 45 to 59, and remains lower among those 60 and over.”” So consider this setting with University students, as I see it, that will stop people from traveling towards the United States in plenty of ways and whilst Toronto, Vancouver, Ottawa, Calgary, Edmonton and Montreal all have their own Universities, I reckon that they will stop a lot more than currently seen. Consider that any shop would have to admit that they went to the United States for a vacation. They would lose so many customers in the blink of an eye. I reckon the hardship of Florida is merely just beginning. And with every event where President Trump opens his mouth, that hardship merely increases. Don’t take my word for it, but it seems that someone named Elisabeth Booth will do something about that really soon. No idea what she is inferring but I reckon she knows best (or at least I hope so).

And this setting is not merely apt for Canadians. I have heard similar settings in Sydney, we tend to support our Canadian brothers (sisters too). So we are also looking at places like Abu Dhabi and Europe. And whilst we are given “Australians can travel for short trips, without a visa, to the Schengen area for up to 90 days in any 180-day period” and as I see it, I don’t know any vacation that ever goes beyond 30 days and set against that “U.S. nonimmigrant visa fees for 2026 generally cost US$185–$315 for tourist/student visas and A new $250 “Visa Integrity Fee” is expected for many nonimmigrant visas in 2026”, so free or a VISA well over $565 dollars? Yes, I’ll take the non-US option too. For the record a tourist visa for the UAE costs $150, a simple setting where the USA priced themselves out of a market who needs to stop costs in this hard driven economy. A setting that is now hurting the settings of the United States to well over 2029 air present. I reckon that vacation in the United States are done for until long after 2029, because when the first stories come into the many destination on how their vacation to Abu Dhabi was ‘magical’ the hesitaters will come running and that will bring serious money from every other place towards the UAE and not towards the United States. Seems simple, doesn’t it?

Have a great day today.

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Cracks in the armour

That is at times the stage we see. It is not a stage where the we are concerned of the armour that is in play. It is like any soldier wanting the direct replacement of body armour when it stops a bullet. There is no logic in this. It is like the expectation that a bullet strikes perfectly the first impact. You might be more lucky to get a winning lottery ticket. So when I saw the Financial Times headline (the article is behind a paywall) we would have seen

The headline is ‘alarming’ as the banks seek out new buyers for data centre loans. But as I see it, Oracle has been in the thick of things for over 40 years and the current boss of Oracle is currently worth 250,000 million dollars. He basically is worth more than most board of directors of any bank in the United States. So the setting doesn’t make sense to me. This seemingly happens should Larry Ellison (father of David Ellison, big boss, actor, producer, chairman and CEO of Paramount Skydance) takes an equal disastrous dive. You think that this is ‘boasting’ but the setting that we see here gives us that banks are in a downward spin and the Ellison family is well insulated of the impeding downward spiral. So here we go to the next article and we get ‘Oracle issues public clarification amid reports linking AI push to job cuts’ (at https://sea.peoplemattersglobal.com/news/strategic-hr/oracle-issues-public-clarification-amid-reports-linking-ai-push-to-job-cuts-48277) where we see “In a statement posted on its official X account, Oracle said a widely discussed Nvidia–OpenAI investment proposal had “zero impact” on its financial relationship with OpenAI and insisted it remained “highly confident” in OpenAI’s ability to raise capital and meet its commitments. The clarification followed mounting speculation that Oracle could slash as many as 30,000 jobs to help fund its AI expansion.” I am not taking sides here, but as I see it, at least 5,000 employees could find a job by opening two cloud centres. One in Saudi Arabia and one in the UAE. Techies, Trainers, consultants and that could be an influence of revenue out of those two countries. So when we see “The statement came after a turbulent weekend for companies tied to OpenAI. The Wall Street Journal reported that a proposed $100 billion Nvidia investment in OpenAI had stalled and was never finalised. Nvidia chief executive Jensen Huang later confirmed that the arrangement discussed last year was non-binding and did not proceed. Despite Oracle’s attempt to reassure investors, markets reacted negatively. The company’s shares fell 2.79% to $160.06 shortly after the statement was published, highlighting ongoing concern about the scale of Oracle’s financial exposure to the AI build-out.” I have a speculative arbitrary subjective view of Sam Altman (OpenAI) that he is nothing more than a lousy second hand car dealer with too big an ego. And the setting where they are ‘closing down’ the 100 billion dollar deal sounds alarming and it seems like Oracle is left with the mess of something that is in a downward spin and continues falling downward until it splatters with a sickening thump. And when we get to “Oracle’s debt burden has expanded rapidly. The company has added about $58 billion in debt in recent months, largely to finance new data centre campuses in the US, pushing total debt above $100 billion, according to analysts. Since peaking in September 2025, Oracle’s market capitalisation has fallen sharply, erasing hundreds of billions of dollars in value.” All whilst OpenAI couldn’t exist without the Oracle framework and whilst we are given all kinds of complications but there are two settings no one seems to care about. There are plenty of reasons to have a data centre, but AI doesn’t exist yet and Deeper Machine Learning (DML) and Large Language Models (LLM) do exist and they are close to magnificent, the issue is that everyone is going with the AI setting and this AI just cannot do what AI needs to be able to do and whilst we see some excellent ideas, as I see it it doesn’t give the structural settings of an additional 770 data centres are in the making and the resources that are required are rising to the spotlight and people are unhappy with it all. All this is making OpenAI (Sam Altman) rather uneasy and whilst some are shutting down $100 billion deals whilst shouting that the processors aren’t good enough and whilst Google Gemini is outperforming whatever OpenAI has and now the banks are getting jittery and the pressure gets onto the house of Oracle. I can call it that because the Pythia of Delphi gave me permission herself. So now that the bottom of the well is showing the banks go medieval on whatever they can and they try to go out from under their arrangement. Sounds like the setting banks had in 2008, doesn’t it?

But to feed an excellent software firm to the wolves to keep safe is not the good setting. As I see it Oracle will come up from all this, whilst they will stop working with certain banks as I see it. And those banks will cry like little bitches stating that it was just business (a speculative view I am holding). And all whilst I wasn’t stating anything new. This was out in the open for over 2 years. As such the banks and the media have a few thing to explain to the people and they aren’t in the mod for what some will call BS.

Have a great day today, don’t forget to have some Ice Coffee if you are in a 30 degrees plus environment (like me) and feel free to ask the media all kinds of nasty questions. 

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The Grass on the grave

It comes with a setting. The first is the grass is always greener on the other fellows grave. The other setting is that we are on the setting that we are given that one good turn deserves another.

Do I sound a little weird? Yes, that is the case, but it comes with the numbers that we are being smacked with and as we are considering what a brain drain will do to the United States. This setting is one that might need work.

To set the first stage we are given: 

It concerns over 88,000 people who are getting made redundant in these 5 companies alone, I reckon the whole set will be a lot worse soon enough and when you think that they are with their backs against the wall, consider the following.

That is just Saudi Arabia who is in need for thousands of position, as such the Muslims in America might have a decent solution coming their way and the UAE is in a similar state, both nations needing IT staff, which puts the people at Amazon, Microsoft, IBM and Oracle in a decent state. Both places are in a good setting for job placements and those who cannot live in a more strict muslim way might consider the UAE, but that is not me side setting the job offerings in the mix, but most of these forms are doing it to deal with the cost of data centres and that is not a good enough reason for me. The brain drain that it leads to might be more disastrous than anything else the United States could be headed to.

Now both Saudi Arabia and the UAE could post advertisements in the metro sections of the news papers in the places where these job losses occur with an optional website where these people could apply and upload their resume. At that point it becomes the setting for these two nations to see who they could use and who not. At the setting we see with Aramco (Saudi Arabia) and ADNOC (UAE) and that is before they are looking at people for their data centres. I reckon that the braindyain will be very real for the United States. I reckon that the advertisement we see in the Arab News might soon have a much smaller number. 

So that is the small setting that we are facing now and the job cuts that American companies are putting themselves on, might be the solution that Saudi Arabia, the UAE and even other nations might need. So if you are on that redundancy train, here is a little reminder that “Your next big opportunity may be where you are right now” and lets see that solution work for you, because when you are one of 88,000 the setting does not work in your favor, as such I thought of giving some who might need your expertise to set the stage for you and not against you. 

So you all have a great day and I will find a way for others to know what some of you might be going through at the start of 2026.

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Excuse towards failure

It is an old expression and I didn’t expect to hear this again, but there you have it. To give reference. In the 90’s sales teams were all about the ‘pipeline’ and making ‘quota’ but at times the bosses of these sales teams didn’t have the right glasses on and they would overcompensate in many ways making life close to impossible for the sales teams. Now we get CEO’s and other ‘things’ needing to do the same thing towards shareholders and that is where the story starts. Reuters gives us ‘OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say’ and we see (at https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/) that the setting is pretty much what I expect. As we are given “OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.” As I see it, Sam Altman and his OpenAI aren’t making things happen and to thwart things as much the blame game comes into play. He has no other option, he is the top of the mountain and that means that he is subject to shareholders and the story “the chips aren’t cutting it” is as good as it gets for him. I reckon that the “sought alternatives since last year” excuse is about gaining time. But take a look at what Nvidia achieved. 

So, where are the shortcomings? Are the expectations of Same Altman realistic? And who are the 8 sources that Reuters is referring to? So when September came, some were given “Nvidia said it intended to pour as much as $100 billion into OpenAI as part of a deal that gave the chipmaker a stake in the startup and gave OpenAI the cash it needed to buy the advanced chips.

The deal had been expected to close within weeks, Reuters reported. Instead, negotiations have dragged on for months. During that time, OpenAI has struck deals with AMD and others for GPUs built to rival Nvidia’s. But its shifting product road map also has changed the kind of computational resources it requires and bogged down talks with Nvidia, a person familiar with the matter said.” This now gives pause to consider if it is merely the hardware, or the slice that OpenAI gets from it all and why go for the inferior AMD chip? Because if OpenAI claims that it is superior or even equal to Nvidia, the press better get that lowdown, because as far as I can tell there is no western equals to Nvidia (optionally the Huawei chip, but that is an assumption by me, myself and I). 

So when we get “On Saturday, Nvidia CEO Jensen Huang brushed off a report of tension with OpenAI, saying the idea was “nonsense” and that Nvidia planned a huge investment in OpenAI.

“Customers continue to choose NVIDIA for inference because we deliver the best performance and total cost of ownership at scale,” Nvidia said in a statement. A spokesperson for OpenAI in a separate statement said the company relies on Nvidia to power the vast majority of its inference fleet and that Nvidia delivers the best performance per dollar for inference” the simple setting is even that OpenAI Marketing is not one of those 8 sources. As such, if we cannot get clear information, could someone please alert these shareholders that OpenAI is making an optional training run with their money? 

As I personally see it, Sam Altman is coming up short for meeting expectations, especially as he is  trying to catch up with Google’s Gemini. I reckon that this will give him nightmares too. But overall the setting is one I expected to come, because in the end AI doesn’t yet exist and now that 100% of that hardware vendors are intentionally wrongfully label their chips AI (they’ll call it ‘Alternative  Intelligence’ at some point) and that is when the class cases will plaster every courthouse from Alberta to Zurich and I reckon it will not take that much longer, especially when the excuse that the chips aren’t good enough are coming out. I might have believed them if it was the Adler chip (a 80186 joke), but it is Nvidia, the hardware darling of the IT world.

As such my skepticism overtakes my feeling of fairness and openminded justice (that being said, justice is almost never openminded) but do not take my word on this, ask the OpenAI program with all that AI in play. 

So time for some ZZZZZZ’s, you all have a great day. I am ready to snore mine away.

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There is a problem

These are words you are unlikely to hear from tourist boards and they don’t like to give out that kind of information, because when you go on vacation, the numbers are always good. That has been the setting for almost 2 months, but today the Financial Times (at https://www.ft.com/content/5230100f-dfbd-428a-a554-f671e46ba3db) gives its readers ‘Disney warns of hit to US theme parks as foreign tourist numbers fall’, I saw the writing on that wall the moment we saw YouTube videos on how deserted the Epic Universe was. We saw the ‘negative’ views on rides and many other settings, the kind which puzzled me because that should have been addressed at the staging times and the makers of Epic Universe should have known better, but now we see “Disney said there would only be modest growth in its experiences business in the current quarter. The guidance comes after a 6 per cent drop in foreign visitors to the US last year, according to industry body the World Travel & Tourism Council, amid tensions between the Trump administration and other countries, including Mexico and Canada.” I personally believe that the damage is greater, but that might be a pure subjective thought process. There are a few thoughts that “Some investors, analysts and former company executives see D’Amaro, who is expanding the cruise fleet to 13 and overseeing the construction of a new theme park in Abu Dhabi, as the likeliest internal candidate to succeed Iger. “Investors are expecting it to be Josh D’Amaro,” said Rich Greenfield, veteran media analyst at LightShed Partners. “I don’t think anyone owns Disney [stock] for any reason other than the theme parks now.” Revenue from Disney’s streaming business, led by Walden, rose 11 per cent in the quarter. The company’s film studios had a number of hits in the holiday season, including Avatar: Fire and Ash and Zootopia 2. But marketing costs for the new releases offset the higher theatrical revenue in the quarter” evoke, but that too is subjective. As I see it, Disney lucked out by setting the Abu Dhabi stage, but there is seemingly more. We see this from “marketing costs for the new releases offset the higher theatrical revenue in the quarter” it hands the setting that I have been seeing over the last two years. It isn’t the marketing cost, it has been the turnaround from awareness to booking the outing (or vacation) and it is based on numbers and thoughts that are the foundations of a relic. You see, it comes back to the old Direct Marketing setting of the 90’s. People thought that throwing more money at it gets you the numbers, but in this instance there are two hindrances. The first is the Trump administration and the negativity that ‘America’ now brings. Add to that issues with rides and costs. A new kind of marketing is required and tourism isn’t ready for that, just like the Direct Marketeers had in the 90’s. In the marketing industry is was the step that augmented ‘engagement’, that is now the number one setting, not blatant advertising. And it comes with a hindsight issue. The numbers they are collecting now no longer suffices, but that is a lesson they will learn soon enough. So even if the negativity is dealt with, there is still the catering to engagement. I gave a few ideas in the past (in my blog) and there are further needs. As places like Disney is catering to children, that needs to come across as essential. Weirdly enough Supermarkets are doing it to engage with the children thought Disney and Harry Potter collections, I saw that as key to engagement, by catering to that side and one example I had given was to create placemats that could be used as ‘stages’ in this with the characters in this. Like Disney or Harry Potter characters that were handed out. The stage was to set the background of the event you catered to and as younger ones now had access to mobiles to create their own movies, these elements could be used to create an imaginary repartee. Get influencers to create settings that these younger targets could use to boost creativity because that is pure engagement. The job for Disney and like minded places need to create optional software (a mere example) that gives these people that creativity, and the nice part is that these solutions have no ‘use by’ data and they could be expanded through every event a year has. By tapping into that creativity you will be creating yearning and desire to be part of that story. And you know when a younger player wants it bad enough, it tends to happen, no matter that it costs the parents $209-$229 per person (less for kids 3-9 years old) and that is merely the beginning. You see food and snacks will set you back around $100 per adult per day for a mix of snacks and meals. So at $700 you are out of pocket for two adults and additional cost for the child and in this economy you need a more than mere awareness. That is the setting that Abu Dhabi seems to be avoiding, but it comes at other prices. And engagement can solve a lot of these issues right of the bat. As such operators like Miral have a steep path to go, but the fun pat is that they can use the approach of all their parks and that implies to some degree that one solution serves all, a pretty nice setting to have. But that is merely the first step, to get the younger players on board, get the right influencers to head the engagement setting all using the nearly same solution to cater to all.

Is this a figment?

That is the right question, but when we consider player like Cristiano Ronaldo (with 670,000,000 followers) we get ‘smaller’ influencers like Selena Gomez, Lionel Messi, MrBeast, but we aren’t vying to them, you see getting the people behind Bluey, PAW Patrol, Gabby’s Dollhouse, Numberblocks, and Sesame Street, can be much more effective and they can be found in any country and seeing where your people are coming from is a first to set up that requirement and other countries have other favourite but the same solution applies. Get these people to drive engagement and you get a new engine of engagement, because the TV is already vying for engagement, as such why invent the wheel two times over? Use that solution to create engagement. 

And as we see the stage of engagement, we can wonder what solutions will be invoked by Disney, Universal and Warner Brothers and as such places like Miral can head them all off by heading that way before the others have figured out what they need to do. A seemingly simple setting, but it comes with the hidden traps that need to be avoided, a stage all trendsetters face.

Have a great day.

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